Massachusetts Wealth Management

CIK 0001966011 • 7 13F filings • Apr 17, 2025 – Oct 21, 2026

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Filer information

Filed by: Massachusetts Wealth Management, President
Address: 807 TURNPIKE STREET, NORTH ANDOVER, MA, 01845
Phone: 978-685-1050
AUM: $214.9M

AUM over time

$248.1M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $214.9M93 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$2.4M	1.1%Prev: 1.0%	15,247 SH	Increased+674 SH
ABBVIE INC	COM	$2.2M	1.0%Prev: 1.0%	9,465 SH	Decreased+215 SH
ALLEGION PLC	ORD SHS	$242K	0.1%Prev: 0.1%	1,519 SH	Increased
ALPHABET INC	CAP STK CL C	$2.5M	1.2%Prev: 1.2%	8,066 SH	Decreased-335 SH
AMAZON COM INC	COM	$2.1M	1.0%Prev: 0.9%	9,135 SH	Decreased-35 SH
AMGEN INC	COM	$2.0M	1.0%Prev: 1.2%	6,242 SH	Decreased-530 SH
APPLE INC	COM	$5.9M	2.7%Prev: 2.7%	21,650 SH	Decreased+1,754 SH
ASTRAZENECA PLC	SPONSORED ADR	$257K	0.1%	2,800 SH	New
BAKER HUGHES COMPANY	CL A	$1.2M	0.6%Prev: 0.6%	27,025 SH	Decreased-1,575 SH
BANK AMERICA CORP	COM	$4.1M	1.9%	75,230 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.6M	1.2%Prev: 1.1%	5,152 SH	Decreased-110 SH
BIOGEN INC	COM	$528K	0.2%Prev: 0.3%	2,999 SH	Decreased-456 SH
BOEING CO	COM	$1.4M	0.6%Prev: 0.6%	6,270 SH	Decreased-1,290 SH
BROADCOM INC	COM	$377K	0.2%Prev: 0.1%	1,090 SH	Increased+500 SH
CARRIER GLOBAL CORPORATION	COM	$1.2M	0.6%Prev: 0.5%	22,510 SH	Decreased-675 SH
CATERPILLAR INC	COM	$3.6M	1.7%Prev: 1.7%	6,356 SH	Decreased+1,225 SH
CHEVRON CORP NEW	COM	$3.1M	1.4%	20,194 SH	New
CITIGROUP INC	COM NEW	$6.0M	2.8%Prev: 2.4%	51,215 SH	Increased+5,305 SH
COCA COLA CO	COM	$2.5M	1.2%Prev: 1.3%	35,538 SH	Decreased-1,775 SH
COLGATE PALMOLIVE CO	COM	$1.0M	0.5%Prev: 0.5%	12,878 SH	Decreased-1,025 SH
CONOCOPHILLIPS	COM	$2.7M	1.3%Prev: 2.1%	28,978 SH	Decreased-12,427 SH
CORNING INC	COM	$2.0M	0.9%Prev: 1.2%	23,265 SH	Decreased+3,195 SH
COSTCO WHSL CORP NEW	COM	$2.2M	1.0%	2,575 SH	New
CSX CORP	COM	$1.4M	0.6%Prev: 0.7%	38,160 SH	Decreased-225 SH
CUMMINS INC	COM	$2.5M	1.2%Prev: 0.9%	4,930 SH	Increased+540 SH
CURTISS WRIGHT CORP	COM	$300K	0.1%Prev: 0.1%	545 SH	Increased
DEERE & CO	COM	$2.4M	1.1%Prev: 1.3%	5,081 SH	Decreased+255 SH
ELI LILLY & CO	COM	$3.2M	1.5%Prev: 1.4%	2,950 SH	Decreased-70 SH
EMERSON ELEC CO	COM	$2.6M	1.2%Prev: 1.2%	19,797 SH	Decreased+1,086 SH
EXXON MOBIL CORP	COM	$4.3M	2.0%	36,094 SH	New
FEDEX CORP	COM	$373K	0.2%Prev: 0.1%	1,290 SH	Increased+25 SH
FREEPORT-MCMORAN INC	CL B	$307K	0.1%	6,050 SH	New
GE AEROSPACE	COM NEW	$4.5M	2.1%Prev: 1.8%	14,770 SH	Increased+556 SH
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$1.2M	0.5%Prev: 0.4%	14,331 SH	Increased-655 SH
GE VERNOVA INC	COM	$4.0M	1.8%Prev: 2.2%	6,056 SH	Decreased+371 SH
GENERAL MLS INC	COM	$924K	0.4%	19,875 SH	New
GOLDMAN SACHS GROUP INC	COM	$330K	0.2%Prev: 0.2%	375 SH	Decreased-145 SH
HALLIBURTON CO	COM	$1.1M	0.5%Prev: 0.5%	39,500 SH	Decreased-3,125 SH
HERSHEY CO	COM	$1.1M	0.5%Prev: 0.4%	6,295 SH	Increased-225 SH
HOME DEPOT INC	COM	$1.9M	0.9%Prev: 0.6%	5,445 SH	Increased+115 SH
ILLINOIS TOOL WKS INC	COM	$2.0M	0.9%Prev: 0.8%	7,968 SH	Decreased+70 SH
INGERSOLL RAND INC	COM	$2.2M	1.0%Prev: 0.8%	27,470 SH	Increased-8 SH
INTERNATIONAL BUSINESS MACHS	COM	$1.5M	0.7%Prev: 0.5%	5,028 SH	Increased-705 SH
INVESCO EXCHANGE TRADED FD T	BIOTECHNOLOGY	$1.5M	0.7%Prev: 0.7%	17,919 SH	Decreased+460 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$924K	0.4%Prev: 0.5%	4,824 SH	Decreased-933 SH
INVESCO QQQ TR	UNIT SER 1	$2.9M	1.4%Prev: 1.3%	4,798 SH	Decreased+496 SH
ISHARES TR	EXPANDED TECH	$2.7M	1.3%	25,428 SH	New
ISHARES TR	ISHARES BIOTECH	$678K	0.3%Prev: 0.5%	4,015 SH	Decreased-2,016 SH
ISHARES TR	U.S. PHARMA ETF	$1.3M	0.6%Prev: 0.6%	15,230 SH	Decreased+750 SH
ISHARES TR	US AER DEF ETF	$1.7M	0.8%Prev: 0.7%	7,992 SH	Decreased-361 SH
ISHARES TR	US TRSPRTION	$1.2M	0.6%Prev: 0.5%	16,225 SH	Decreased+795 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$10.9M	5.1%Prev: 6.5%	216,155 SH	Decreased-104,860 SH
JOHNSON & JOHNSON	COM	$3.6M	1.7%Prev: 1.9%	17,605 SH	Decreased+235 SH
JPMORGAN CHASE & CO.	COM	$6.4M	3.0%	19,940 SH	New
KONTOOR BRANDS INC	COM	$1.7M	0.8%Prev: 0.7%	28,510 SH	Increased+1,650 SH
MERCK & CO INC	COM	$2.4M	1.1%Prev: 1.5%	23,007 SH	Decreased-2,495 SH
META PLATFORMS INC	CL A	$1.7M	0.8%Prev: 0.8%	2,596 SH	Decreased-135 SH
MICRON TECHNOLOGY INC	COM	$2.5M	1.2%Prev: 1.7%	8,698 SH	Decreased+4,835 SH
MICROSOFT CORP	COM	$4.7M	2.2%Prev: 1.9%	9,624 SH	Decreased+385 SH
MORGAN STANLEY	COM NEW	$306K	0.1%Prev: 0.2%	1,725 SH	Decreased-675 SH
NORFOLK SOUTHN CORP	COM	$1.7M	0.8%Prev: 0.8%	5,990 SH	Decreased-285 SH
NVIDIA CORPORATION	COM	$3.7M	1.7%Prev: 1.5%	19,887 SH	Decreased+3,130 SH
ORACLE CORP	COM	$283K	0.1%	1,450 SH	New
PEPSICO INC	COM	$2.0M	0.9%Prev: 0.8%	13,801 SH	Increased-918 SH
PFIZER INC	COM	$2.7M	1.2%Prev: 1.3%	107,665 SH	Decreased-6,500 SH
PROCTER AND GAMBLE CO	COM	$1.5M	0.7%	10,750 SH	New
PUBLIC SVC ENTERPRISE GRP IN	COM	$422K	0.2%	5,250 SH	New
QUALCOMM INC	COM	$697K	0.3%Prev: 0.3%	4,073 SH	Decreased+50 SH
RTX CORPORATION	COM	$1.5M	0.7%Prev: 0.6%	8,215 SH	Increased+615 SH
SELECT SECTOR SPDR TR	STATE STREET CON	$2.2M	1.0%	28,732 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$3.2M	1.5%	70,553 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$5.7M	2.7%	104,101 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$3.6M	1.7%	23,298 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$5.9M	2.7%	38,100 SH	New
SELECT SECTOR SPDR TR	STATE STREET MAT	$261K	0.1%	5,760 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$12.2M	5.7%	84,496 SH	New
SHERWIN WILLIAMS CO	COM	$1.2M	0.5%Prev: 0.5%	3,570 SH	Increased+55 SH
SLB LIMITED	COM STK	$1.9M	0.9%Prev: 1.7%	48,625 SH	Decreased-37,525 SH
SOUTHWEST GAS HLDGS INC	COM	$649K	0.3%Prev: 0.3%	8,105 SH	Increased+180 SH
SPDR S&P 500 ETF TR	TR UNIT	$1.4M	0.7%	2,068 SH	New
STATE STR CORP	COM	$2.8M	1.3%Prev: 1.4%	21,625 SH	Decreased+1,420 SH
TESLA INC	COM	$860K	0.4%Prev: 0.3%	1,913 SH	Increased
TORONTO DOMINION BK ONT	COM NEW	$227K	0.1%Prev: 0.1%	2,410 SH	Decreased
TRANE TECHNOLOGIES PLC	SHS	$2.4M	1.1%Prev: 1.0%	6,065 SH	Decreased+595 SH
UBS GROUP AG	SHS	$976K	0.5%Prev: 0.3%	21,080 SH	Increased+3,750 SH
UNION PAC CORP	COM	$1.5M	0.7%Prev: 0.7%	6,405 SH	Decreased-255 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$2.2M	1.0%Prev: 0.8%	28,255 SH	Increased+1,369 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$5.1M	2.4%Prev: 1.9%	64,401 SH	Increased+1,875 SH
VERTEX PHARMACEUTICALS INC	COM	$327K	0.2%Prev: 0.1%	722 SH	Increased+120 SH
VISA INC	COM CL A	$280K	0.1%Prev: 0.1%	799 SH	Decreased
VULCAN MATLS CO	COM	$1.5M	0.7%Prev: 0.5%	5,370 SH	Increased+385 SH
WALMART INC	COM	$3.4M	1.6%Prev: 1.3%	30,428 SH	Increased-1,575 SH
WELLS FARGO CO NEW	COM	$3.1M	1.4%	33,050 SH	New

Sold (vs prior filing)

AMPLIFY ETF TR — $674K
ASTRAZENECA PLC — $226K
BANK OF AMER CORP — $3.9M
CHEVRON CORPORATION — $5.6M
COSTCO WHOLESALE CORPORATION — $2.1M
EXXONMOBIL HOLDINGS CORP — $7.1M
FIDELITY WISE ORIGIN BITCOIN — $637K
FREEPORT MCMORAN INC — $2.7M
GENERAL MILLS INC — $718K
INTEL CORP — $574K
JPMORGAN CHASE & CO — $5.8M
PALANTIR TECHNOLOGIES INC — $217K
PROCTER & GAMBLE CO — $1.7M
PUBLIC SVC ENTERPRISE GROUP — $360K
SELECT SECTOR SPDR TR — $4.3M
SELECT SECTOR SPDR TR — $4.7M
SELECT SECTOR SPDR TR — $5.7M
SELECT SECTOR SPDR TR — $6.5M
SELECT SECTOR SPDR TR — $514K
SELECT SECTOR SPDR TR — $2.6M
… and 4 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 26, 2026	Q4 2025	13F-HR	0001966011-26-000001	$214.9M	View
Oct 21, 2026	Q3 2026	13F-HR	0001966011-26-000005	$248.1M	View
Oct 21, 2025	Q3 2025