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: $248.1M96 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$2.4M	1.0%Prev: 1.2%	14,573 SH	Increased-651 SH
ABBVIE INC	COM	$2.4M	1.0%Prev: 1.1%	9,250 SH	Increased-256 SH
ALLEGION PLC	ORD SHS	$234K	0.1%Prev: 0.1%	1,519 SH	Decreased
ALPHABET INC	CAP STK CL C	$2.9M	1.2%Prev: 0.9%	8,401 SH	Increased+570 SH
AMAZON COM INC	COM	$2.3M	0.9%Prev: 1.0%	9,170 SH	Increased+285 SH
AMGEN INC	COM	$2.9M	1.2%Prev: 0.9%	6,772 SH	Increased+523 SH
AMPLIFY ETF TR	AMPLIFY CYBERSEC	$674K	0.3%	5,560 SH	New
APPLE INC	COM	$6.6M	2.7%Prev: 2.7%	19,896 SH	Increased-1,862 SH
ASTRAZENECA PLC	ORD	$226K	0.1%	1,400 SH	New
BAKER HUGHES COMPANY	CL A	$1.6M	0.6%Prev: 0.7%	28,600 SH	Increased+775 SH
BANK OF AMER CORP	COM	$3.9M	1.6%	72,300 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.6M	1.1%Prev: 1.3%	5,262 SH	Decreased-65 SH
BIOGEN INC	COM	$780K	0.3%Prev: 0.2%	3,455 SH	Increased+581 SH
BOEING CO	COM	$1.4M	0.6%Prev: 0.6%	7,560 SH	Increased+1,600 SH
BROADCOM INC	COM	$207K	0.1%Prev: 0.2%	590 SH	Decreased-500 SH
CARRIER GLOBAL CORPORATION	COM	$1.3M	0.5%Prev: 0.7%	23,185 SH	Decreased+575 SH
CATERPILLAR INC	COM	$4.2M	1.7%Prev: 1.5%	5,131 SH	Increased-1,351 SH
CHEVRON CORPORATION	COM	$5.6M	2.3%	27,629 SH	New
CITIGROUP INC	COM NEW	$5.9M	2.4%Prev: 2.6%	45,910 SH	Increased-5,162 SH
COCA COLA CO	COM	$3.2M	1.3%Prev: 1.2%	37,313 SH	Increased+1,967 SH
COLGATE PALMOLIVE CO	COM	$1.2M	0.5%Prev: 0.5%	13,903 SH	Increased+1,131 SH
CONOCOPHILLIPS	COM	$5.2M	2.1%Prev: 1.4%	41,405 SH	Increased+12,344 SH
CORNING INC	COM	$3.1M	1.2%Prev: 1.0%	20,070 SH	Increased-3,330 SH
COSTCO WHOLESALE CORPORATION	COM	$2.1M	0.9%	2,350 SH	New
CSX CORP	COM	$1.8M	0.7%Prev: 0.7%	38,385 SH	Increased+400 SH
CUMMINS INC	COM	$2.3M	0.9%Prev: 1.0%	4,390 SH	Increased-547 SH
CURTISS WRIGHT CORP	COM	$296K	0.1%Prev: 0.1%	545 SH	Increased
DEERE & CO	COM	$3.2M	1.3%Prev: 1.2%	4,826 SH	Increased-306 SH
ELI LILLY & CO	COM	$3.5M	1.4%Prev: 1.1%	3,020 SH	Increased+185 SH
EMERSON ELEC CO	COM	$2.9M	1.2%Prev: 1.3%	18,711 SH	Increased-1,172 SH
EXXONMOBIL HOLDINGS CORP	COM SHS	$7.1M	2.9%	43,558 SH	New
FEDEX CORP	COM	$361K	0.1%Prev: 0.2%	1,265 SH	Increased-35 SH
FIDELITY WISE ORIGIN BITCOIN	SHS	$637K	0.3%Prev: 0.1%	8,767 SH	Increased+6,700 SH
FREEPORT MCMORAN INC	CL B	$2.7M	1.1%	38,850 SH	New
GE AEROSPACE	COM NEW	$4.4M	1.8%Prev: 2.2%	14,214 SH	Increased-511 SH
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$980K	0.4%Prev: 0.5%	14,986 SH	Decreased+755 SH
GE VERNOVA INC	COM	$5.4M	2.2%Prev: 1.8%	5,685 SH	Increased-366 SH
GENERAL MILLS INC	COM	$718K	0.3%	22,325 SH	New
GOLDMAN SACHS GROUP INC	COM	$468K	0.2%Prev: 0.1%	520 SH	Increased+145 SH
HALLIBURTON CO	COM	$1.4M	0.5%Prev: 0.5%	42,625 SH	Increased+2,750 SH
HERSHEY CO	COM	$1.0M	0.4%Prev: 0.6%	6,520 SH	Decreased+348 SH
HOME DEPOT INC	COM	$1.5M	0.6%Prev: 1.1%	5,330 SH	Decreased-95 SH
ILLINOIS TOOL WKS INC	COM	$2.0M	0.8%Prev: 1.0%	7,898 SH	Decreased+24 SH
INGERSOLL RAND INC	COM	$2.1M	0.8%Prev: 1.1%	27,478 SH	Decreased-55 SH
INTEL CORP	COM	$574K	0.2%	4,776 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$1.3M	0.5%Prev: 0.7%	5,733 SH	Decreased+790 SH
INVESCO EXCHANGE TRADED FD T	BIOTECHNOLOGY	$1.7M	0.7%Prev: 0.6%	17,459 SH	Increased-885 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.2M	0.5%Prev: 0.4%	5,757 SH	Increased+1,038 SH
INVESCO QQQ TR	UNIT SER 1	$3.2M	1.3%Prev: 1.5%	4,302 SH	Increased-762 SH
ISHARES TR	ISHARES BIOTECH	$1.3M	0.5%Prev: 0.2%	6,031 SH	Increased+2,778 SH
ISHARES TR	U.S. PHARMA ETF	$1.5M	0.6%Prev: 0.6%	14,480 SH	Increased-995 SH
ISHARES TR	US AER DEF ETF	$1.7M	0.7%Prev: 0.9%	8,353 SH	Increased+146 SH
ISHARES TR	US TRSPRTION	$1.2M	0.5%Prev: 0.6%	15,430 SH	Increased-1,033 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$16.2M	6.5%Prev: 1.8%	321,015 SH	Increased+250,715 SH
JOHNSON & JOHNSON	COM	$4.6M	1.9%Prev: 1.6%	17,370 SH	Increased-302 SH
JPMORGAN CHASE & CO	COM	$5.8M	2.4%	17,632 SH	New
KONTOOR BRANDS INC	COM	$1.7M	0.7%Prev: 1.1%	26,860 SH	Decreased-550 SH
MERCK & CO INC	COM	$3.7M	1.5%Prev: 0.9%	25,502 SH	Increased+3,303 SH
META PLATFORMS INC	CL A	$2.0M	0.8%Prev: 0.9%	2,731 SH	Increased+264 SH
MICRON TECHNOLOGY INC	COM	$4.1M	1.7%Prev: 0.8%	3,863 SH	Increased-5,510 SH
MICROSOFT CORP	COM	$4.7M	1.9%Prev: 2.5%	9,239 SH	Decreased-366 SH
MORGAN STANLEY	COM NEW	$451K	0.2%Prev: 0.1%	2,400 SH	Increased+650 SH
NORFOLK SOUTHN CORP	COM	$1.9M	0.8%Prev: 0.9%	6,275 SH	Increased+289 SH
NVIDIA CORPORATION	COM	$3.8M	1.5%Prev: 2.0%	16,757 SH	Decreased-4,845 SH
PALANTIR TECHNOLOGIES INC	CL A	$217K	0.1%	1,161 SH	New
PEPSICO INC	COM	$1.9M	0.8%Prev: 0.9%	14,719 SH	Decreased+1,151 SH
PFIZER INC	COM	$3.3M	1.3%Prev: 1.3%	114,165 SH	Increased+13,517 SH
PROCTER & GAMBLE CO	COM	$1.7M	0.7%	11,585 SH	New
PUBLIC SVC ENTERPRISE GROUP	COM	$360K	0.1%	5,350 SH	New
QUALCOMM INC	COM	$740K	0.3%Prev: 0.4%	4,023 SH	Decreased-550 SH
RTX CORPORATION	COM	$1.4M	0.6%Prev: 0.7%	7,600 SH	Increased-601 SH
SELECT SECTOR SPDR TR	ST STR CARE ETF	$4.3M	1.7%	25,494 SH	New
SELECT SECTOR SPDR TR	ST STR ENERG ETF	$4.7M	1.9%	77,211 SH	New
SELECT SECTOR SPDR TR	ST STR FINL ETF	$5.7M	2.3%	106,625 SH	New
SELECT SECTOR SPDR TR	ST STR INDL ETF	$6.5M	2.6%	38,946 SH	New
SELECT SECTOR SPDR TR	ST STR MATER ETF	$514K	0.2%	10,560 SH	New
SELECT SECTOR SPDR TR	ST STR STAPL ETF	$2.6M	1.1%	32,339 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$11.5M	4.6%	58,570 SH	New
SHERWIN WILLIAMS CO	COM	$1.1M	0.5%Prev: 0.6%	3,515 SH	Decreased-40 SH
SLB LIMITED	COM STK	$4.2M	1.7%	86,150 SH	New
SOUTHWEST GAS HLDGS INC	COM	$646K	0.3%Prev: 0.3%	7,925 SH	Increased-155 SH
SPDR SERIES TRUST	SP O&G EXPL PRO	$726K	0.3%	4,050 SH	New
STATE STR CORP	COM	$3.5M	1.4%Prev: 1.2%	20,205 SH	Increased-1,379 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.4M	0.6%	1,901 SH	New
TESLA INC	COM	$679K	0.3%Prev: 0.4%	1,913 SH	Decreased
TORONTO DOMINION BK ONT	COM NEW	$283K	0.1%	2,410 SH	New
TRANE TECHNOLOGIES PLC	SHS	$2.5M	1.0%Prev: 1.3%	5,470 SH	Decreased-630 SH
UBS GROUP AG	SHS	$834K	0.3%Prev: 0.4%	17,330 SH	Decreased-3,750 SH
UNION PAC CORP	COM	$1.8M	0.7%Prev: 0.7%	6,660 SH	Increased+273 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$2.1M	0.8%Prev: 1.1%	26,886 SH	Decreased-1,409 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$4.8M	1.9%Prev: 2.4%	62,526 SH	Increased+2,424 SH
VERTEX PHARMACEUTICALS INC	COM	$315K	0.1%Prev: 0.1%	602 SH	Increased-120 SH
VISA INC	COM CL A	$287K	0.1%Prev: 0.1%	799 SH	Increased
VULCAN MATLS CO	COM	$1.2M	0.5%Prev: 0.8%	4,985 SH	Decreased-485 SH
WALMART INC	COM	$3.3M	1.3%Prev: 1.5%	32,003 SH	Increased+2,299 SH
WELLS FARGO & CO	COM	$2.6M	1.0%	32,487 SH	New

Sold (vs prior filing)

ASTRAZENECA PLC — $215K
BANK AMERICA CORP — $3.9M
CHEVRON CORP NEW — $3.1M
COSTCO WHSL CORP NEW — $2.4M
EXXON MOBIL CORP — $4.2M
FREEPORT-MCMORAN INC — $267K
GENERAL MLS INC — $995K
ISHARES TR — $3.2M
JPMORGAN CHASE & CO. — $6.4M
KELLANOVA — $1.1M
ORACLE CORP — $408K
PROCTER AND GAMBLE CO — $1.6M
PUBLIC SVC ENTERPRISE GRP IN — $436K
SCHLUMBERGER LTD — $1.7M
SELECT SECTOR SPDR TR — $3.3M
SELECT SECTOR SPDR TR — $5.5M
SELECT SECTOR SPDR TR — $5.8M
SELECT SECTOR SPDR TR — $2.2M
SELECT SECTOR SPDR TR — $2.9M
SELECT SECTOR SPDR TR — $269K
… and 5 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