Massachusetts Wealth Management
99 holdingsFiling period: 2026-03-31Current AUM: $261.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | JPST | J P MORGAN EXCHANGE TRADED F | 252.3K | $12.8M | $12.8M | 4.87% | +36.1K | 2026-03-31 |
| 2 | XLK | SELECT SECTOR SPDR TR | 58.8K | $7.8M | $10.3M | 3.94% | -25,658 | 2026-03-31 |
| 3 | XOM | EXXON MOBIL CORP | 44.6K | $7.6M | $6.9M | 2.65% | +8.5K | 2026-03-31 |
| 4 | XOM | EXXON MOBIL CORP | 44.6K | $7.6M | $6.9M | 2.65% | +8.5K | 2026-03-31 |
| 5 | XLI | SELECT SECTOR SPDR TR | 38.5K | $6.2M | $6.9M | 2.65% | +414 | 2026-03-31 |
| 6 | JPM | JPMORGAN CHASE & CO | 20.4K | $6.0M | $7.2M | 2.75% | +505 | 2026-03-31 |
| 7 | CVX | CHEVRON CORPORATION | 28.5K | $5.9M | $5.6M | 2.14% | +8.3K | 2026-03-31 |
| 8 | C | CITIGROUP INC | 51.5K | $5.8M | $6.8M | 2.61% | +260 | 2026-03-31 |
| 9 | COP | CONOCOPHILLIPS | 43.3K | $5.7M | $5.2M | 1.99% | +14.3K | 2026-03-31 |
| 10 | AAPL | APPLE INC | 21.6K | $5.5M | $6.7M | 2.55% | -77 | 2026-03-31 |
| 11 | GEV | GE VERNOVA INC | 6.1K | $5.3M | $6.0M | 2.30% | +24 | 2026-03-31 |
| 12 | XLF | SELECT SECTOR SPDR TR | 104.4K | $5.2M | $5.9M | 2.27% | +273 | 2026-03-31 |
| 13 | VCSH | VANGUARD SCOTTSDALE FDS | 63.1K | $5.0M | $5.0M | 1.89% | -1,350 | 2026-03-31 |
| 14 | XLE | SELECT SECTOR SPDR TR | 76.7K | $4.7M | $4.6M | 1.75% | +6.1K | 2026-03-31 |
| 15 | SLB | SLB LIMITED | 89.9K | $4.6M | $4.5M | 1.70% | +41.3K | 2026-03-31 |
| 16 | CAT | CATERPILLAR INC | 6.1K | $4.4M | $5.0M | 1.91% | -210 | 2026-03-31 |
| 17 | JNJ | JOHNSON & JOHNSON | 17.8K | $4.3M | $4.6M | 1.74% | +170 | 2026-03-31 |
| 18 | GE | GE AEROSPACE | 14.7K | $4.2M | $5.3M | 2.03% | -50 | 2026-03-31 |
| 19 | WMT | WALMART INC | 30.7K | $3.8M | $3.4M | 1.31% | +300 | 2026-03-31 |
| 20 | BAC | BANK AMERICA CORP | 75.6K | $3.7M | $4.7M | 1.79% | +385 | 2026-03-31 |
| 21 | MSFT | MICROSOFT CORP | 9.7K | $3.6M | $4.5M | 1.73% | +115 | 2026-03-31 |
| 22 | XLV | SELECT SECTOR SPDR TR | 23.9K | $3.5M | $3.9M | 1.49% | +621 | 2026-03-31 |
| 23 | NVDA | NVIDIA CORPORATION | 19.1K | $3.3M | $3.8M | 1.47% | -790 | 2026-03-31 |
| 24 | GLW | CORNING INC | 23.5K | $3.2M | $3.2M | 1.24% | +200 | 2026-03-31 |
| 25 | FCX | FREEPORT MCMORAN INC | 53.2K | $3.1M | $3.3M | 1.27% | +47.1K | 2026-03-31 |
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