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Massachusetts Wealth Management

All holdings · as of Dec 31, 2025

93 positions

CompanyClassValueShares% of portfolio
SELECT SECTOR SPDR TR$12.16M84,4965.7%
J P MORGAN EXCHANGE TRADED F$10.94M216,1555.1%
JPMORGAN CHASE & CO$6.43M19,9403.0%
CITIGROUP INC$5.98M51,2152.8%
SELECT SECTOR SPDR TR$5.91M38,1002.7%
Apple Inc.$5.89M21,6502.7%
SELECT SECTOR SPDR TR$5.70M104,1012.7%
VANGUARD SCOTTSDALE FDS$5.13M64,4012.4%
MICROSOFT CORP$4.65M9,6242.2%
GENERAL ELECTRIC CO$4.55M14,7702.1%
EXXON MOBIL CORP$4.34M36,0942.0%
BANK OF AMERICA CORP /DE$4.14M75,2301.9%
GE Vernova Inc.$3.96M6,0561.8%
NVIDIA Corp$3.71M19,8871.7%
JOHNSON & JOHNSON$3.64M17,6051.7%
CATERPILLAR INC$3.64M6,3561.7%
SELECT SECTOR SPDR TR$3.61M23,2981.7%
Walmart Inc.$3.39M30,4281.6%
ELI LILLY & Co$3.17M2,9501.5%
SELECT SECTOR SPDR TR$3.15M70,5531.5%
WELLS FARGO & COMPANY/MN$3.08M33,0501.4%
CHEVRON CORP$3.08M20,1941.4%
INVESCO QQQ TR$2.95M4,7981.4%
STATE STREET CORPORATION$2.79M21,6251.3%
ConocoPhillips$2.71M28,9781.3%
ISHARES TR$2.69M25,4281.3%
PFIZER INC$2.68M107,6651.2%
EMERSON ELECTRIC CO$2.63M19,7971.2%
Warren E. Buffett$2.59M5,1521.2%
Alphabet Inc.$2.53M8,0661.2%
CUMMINS INC$2.52M4,9301.2%
COCA COLA CO$2.48M35,5381.2%
MICRON TECHNOLOGY INC$2.48M8,6981.2%
3M CO$2.44M15,2471.1%
Merck & Co., Inc.$2.42M23,0071.1%
DEERE & CO$2.37M5,0811.1%
Trane Technologies plc$2.36M6,0651.1%
SELECT SECTOR SPDR TR$2.23M28,7321.0%
VANGUARD BD INDEX FDS$2.23M28,2551.0%
COSTCO WHOLESALE CORP /NEW$2.22M2,5751.0%
INGERSOLL-RAND INC$2.18M27,4701.0%
AbbVie Inc.$2.16M9,4651.0%
Amazon.com Inc$2.11M9,1351.0%
AMGEN INC$2.04M6,2421.0%
CORNING INC /NY$2.04M23,2650.9%
PEPSICO INC$1.98M13,8010.9%
ILLINOIS TOOL WORKS INC$1.96M7,9680.9%
HOME DEPOT, INC.$1.87M5,4450.9%
SLB LIMITED/NV$1.87M48,6250.9%
Kontoor Brands, Inc.$1.74M28,5100.8%
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