HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SELECT SECTOR SPDR TR (XLK) |
32,251 | +1,413 | $6,717 |
| XLK | 32,251 | +1,413 | $6,717 |
| JPMORGAN CHASE & CO |
21,859 | +140 | $4,378 |
| JPM | 21,859 | +140 | $4,378 |
| EXXON MOBIL CORP |
37,430 | +1,314 | $4,351 |
| XOM | 37,430 | +1,314 | $4,351 |
| MICROSOFT CORP |
9,615 | +120 | $4,045 |
| MSFT | 9,615 | +120 | $4,045 |
| CONOCOPHILLIPS |
31,608 | +100 | $4,023 |
| COP | 31,608 | +100 | $4,023 |
| APPLE INC |
22,116 | +278 | $3,792 |
| AAPL | 22,116 | +278 | $3,792 |
| CHEVRON CORP NEW |
22,141 | +700 | $3,493 |
| CVX | 22,141 | +700 | $3,493 |
| VANGUARD SCOTTSDALE FDS (VCSH) |
44,907 | +2,050 | $3,472 |
| VCSH | 44,907 | +2,050 | $3,472 |
| SCHLUMBERGER LTD |
57,517 | +750 | $3,153 |
| SLB | 57,517 | +750 | $3,153 |
| MERCK & CO INC |
21,799 | +225 | $2,876 |
| MRK | 21,799 | +225 | $2,876 |
| JOHNSON & JOHNSON |
17,572 | +250 | $2,780 |
| JNJ | 17,572 | +250 | $2,780 |
| BANK AMERICA CORP |
71,972 | +906 | $2,729 |
| BAC | 71,972 | +906 | $2,729 |
| INGERSOLL RAND INC |
28,118 | +600 | $2,670 |
| IR | 28,118 | +600 | $2,670 |
| SELECT SECTOR SPDR TR (XLE) |
27,996 | +3,391 | $2,643 |
| XLE | 27,996 | +3,391 | $2,643 |
| CITIGROUP INC |
40,682 | +900 | $2,573 |
| C | 40,682 | +900 | $2,573 |
| GENERAL ELECTRIC CO |
13,644 | +1,117 | $2,395 |
| GE | 13,644 | +1,117 | $2,395 |
| CATERPILLAR INC |
6,502 | +275 | $2,383 |
| CAT | 6,502 | +275 | $2,383 |
| SELECT SECTOR SPDR TR (XLF) |
55,216 | +4,681 | $2,326 |
| XLF | 55,216 | +4,681 | $2,326 |
| PEPSICO INC |
13,181 | +200 | $2,307 |
| PEP | 13,181 | +200 | $2,307 |
| SELECT SECTOR SPDR TR (XLI) |
17,316 | +4,211 | $2,181 |
| XLI | 17,316 | +4,211 | $2,181 |
| HOME DEPOT INC |
5,540 | +225 | $2,125 |
| HD | 5,540 | +225 | $2,125 |
| VANGUARD BD INDEX FDS (BSV) |
27,425 | -709 | $2,103 |
| BSV | 27,425 | -709 | $2,103 |
| COSTCO WHSL CORP NEW |
2,847 | +210 | $2,086 |
| COST | 2,847 | +210 | $2,086 |
| AMGEN INC |
7,184 | -25 | $2,043 |
| AMGN | 7,184 | -25 | $2,043 |
| DEERE & CO |
4,852 | +350 | $1,993 |
| DE | 4,852 | +350 | $1,993 |
| COCA COLA CO |
32,306 | +1,225 | $1,976 |
| KO | 32,306 | +1,225 | $1,976 |
| ILLINOIS TOOL WKS INC |
7,179 | +600 | $1,926 |
| ITW | 7,179 | +600 | $1,926 |
| INVESCO QQQ TR |
4,314 | +65 | $1,915 |
| QQQ | 4,314 | +65 | $1,915 |
| CVS HEALTH CORP |
23,999 | +50 | $1,914 |
| CVS | 23,999 | +50 | $1,914 |
| TRANE TECHNOLOGIES PLC |
6,270 | +275 | $1,882 |
| TT | 6,270 | +275 | $1,882 |
| ABBVIE INC |
10,266 | -200 | $1,869 |
| ABBV | 10,266 | -200 | $1,869 |
| EMERSON ELEC CO |
16,246 | +800 | $1,843 |
| EMR | 16,246 | +800 | $1,843 |
| WELLS FARGO CO NEW |
31,577 | +550 | $1,830 |
| WFC | 31,577 | +550 | $1,830 |
| PROCTER AND GAMBLE CO |
10,991 | +100 | $1,783 |
| PG | 10,991 | +100 | $1,783 |
 BERKSHIRE HATHAWAY INC DEL |
$1,724 | ||
| BRK.B | 4,100 | +825 | $1,724 |
| STATE STR CORP |
21,934 | +675 | $1,696 |
| STT | 21,934 | +675 | $1,696 |
| SELECT SECTOR SPDR TR (XLP) |
21,040 | +1,725 | $1,607 |
| XLP | 21,040 | +1,725 | $1,607 |
| UBS GROUP AG |
51,563 | -1,766 | $1,584 |
| UBS | 51,563 | -1,766 | $1,584 |
| UNION PAC CORP |
6,437 | +300 | $1,583 |
| UNP | 6,437 | +300 | $1,583 |
| VULCAN MATLS CO |
5,800 | -25 | $1,583 |
| VMC | 5,800 | -25 | $1,583 |
| NVIDIA CORPORATION |
1,700 | +35 | $1,536 |
| NVDA | 1,700 | +35 | $1,536 |
| NORFOLK SOUTHN CORP |
5,966 | +325 | $1,521 |
| NSC | 5,966 | +325 | $1,521 |
| PFIZER INC |
52,782 | +3,100 | $1,465 |
| PFE | 52,782 | +3,100 | $1,465 |
| WALMART INC |
23,679 | +17,036 | $1,425 |
| WMT | 23,679 | +17,036 | $1,425 |
| CUMMINS INC |
4,787 | +335 | $1,410 |
| CMI | 4,787 | +335 | $1,410 |
| CSX CORP |
37,540 | +2,000 | $1,392 |
| CSX | 37,540 | +2,000 | $1,392 |
| GENERAL MLS INC |
19,559 | +300 | $1,369 |
| GIS | 19,559 | +300 | $1,369 |
| SELECT SECTOR SPDR TR (XLV) |
9,201 | +3,458 | $1,359 |
| XLV | 9,201 | +3,458 | $1,359 |
| ELI LILLY & CO |
1,640 | +275 | $1,276 |
| LLY | 1,640 | +275 | $1,276 |
| SHERWIN WILLIAMS CO |
3,575 | +100 | $1,242 |
| SHW | 3,575 | +100 | $1,242 |
See Full List: All Stocks Held By Massachusetts Wealth Management
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Massachusetts Wealth Management
|
Size ($ in 1000's)
At 03/31/2024: $141,917 At 12/31/2023: $123,903 Massachusetts Wealth Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Massachusetts Wealth Management 13F filings. Link to 13F filings: SEC filings |
