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Massachusetts Wealth Management

All holdings · as of Dec 31, 2025

93 positions

CompanyClassValueShares% of portfolio
TORONTO DOMINION BK ONT$227.0K2,4100.1%
Allegion plc$241.9K1,5190.1%
ASTRAZENECA PLC$257.4K2,8000.1%
SELECT SECTOR SPDR TR$261.2K5,7600.1%
Visa Inc$280.2K7990.1%
ORACLE CORP$282.6K1,4500.1%
CURTISS WRIGHT CORP$300.4K5450.1%
Morgan Stanley$306.2K1,7250.1%
FREEPORT-MCMORAN INC$307.3K6,0500.1%
VERTEX PHARMACEUTICALS INC / MA$327.3K7220.2%
THE GOLDMAN SACHS GROUP, INC.$329.6K3750.2%
FedEx Corp$372.6K1,2900.2%
Broadcom Inc.$377.2K1,0900.2%
PUBLIC SERVICE ENTERPRISE GROUP INC$421.6K5,2500.2%
BIOGEN INC.$527.8K2,9990.2%
SOUTHWEST GAS HOLDINGS INC$648.6K8,1050.3%
ISHARES TR$677.6K4,0150.3%
QUALCOMM INC/DE$696.7K4,0730.3%
Tesla Inc$860.3K1,9130.4%
INVESCO EXCHANGE TRADED FD T$924.1K4,8240.4%
GENERAL MILLS INC$924.2K19,8750.4%
UBS GROUP AG$976.2K21,0800.5%
COLGATE PALMOLIVE CO$1.02M12,8780.5%
HALLIBURTON CO$1.12M39,5000.5%
HERSHEY CO$1.15M6,2950.5%
SHERWIN WILLIAMS CO$1.16M3,5700.5%
GE HealthCare Technologies Inc.$1.18M14,3310.5%
CARRIER GLOBAL Corp$1.19M22,5100.6%
ISHARES TR$1.21M16,2250.6%
Baker Hughes Co$1.23M27,0250.6%
ISHARES TR$1.29M15,2300.6%
The Boeing Company$1.36M6,2700.6%
CSX CORP$1.38M38,1600.6%
SPDR S&P 500 ETF TR$1.41M2,0680.7%
INVESCO EXCHANGE TRADED FD T$1.47M17,9190.7%
UNION PACIFIC CORP$1.48M6,4050.7%
INTERNATIONAL BUSINESS MACHINES CORP$1.49M5,0280.7%
RTX Corp$1.51M8,2150.7%
Vulcan Materials Co$1.53M5,3700.7%
PROCTER & GAMBLE Co$1.54M10,7500.7%
Meta Platforms Inc$1.71M2,5960.8%
ISHARES TR$1.72M7,9920.8%
NORFOLK SOUTHERN CORP$1.73M5,9900.8%
Kontoor Brands, Inc.$1.74M28,5100.8%
SLB LIMITED/NV$1.87M48,6250.9%
HOME DEPOT, INC.$1.87M5,4450.9%
ILLINOIS TOOL WORKS INC$1.96M7,9680.9%
PEPSICO INC$1.98M13,8010.9%
CORNING INC /NY$2.04M23,2650.9%
AMGEN INC$2.04M6,2421.0%
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