Filer Name: MASSACHUSETTS WEALTH MANAGEMENT
CIK: 1966011
Period: 2024-12-31
Filed At: 2025-01-27
Number of Holdings: 90
Portfolio Value: $0.16B

Massachusetts Wealth Management Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
XLK US TECHNOLOGY SELECT SECT SPDR 39,004 $9M 5.60% 4.3% -
AAPL US APPLE INC 23,127 $6M 3.58% -0.9% -
JPM US JPMORGAN CHASE & CO 21,494 $5M 3.18% -0.9% -
VCSH US VANGUARD S/T CORP BOND ETF 59,872 $5M 2.88% 0.8% -
XOM US EXXON MOBIL CORP 38,345 $4M 2.55% 6.5% -
MSFT US MICROSOFT CORP 9,809 $4M 2.55% -0.8% -
XLF US FINANCIAL SELECT SECTOR SPDR 79,931 $4M 2.38% 20.4% -
XLI US INDUSTRIAL SELECT SECT SPDR 27,646 $4M 2.25% 22.0% -
BAC US BANK OF AMERICA CORP 72,062 $3M 1.96% 3.4% -
C US CITIGROUP INC 43,507 $3M 1.89% 6.3% -
CVX US CHEVRON CORP 20,588 $3M 1.84% -1.0% -
NVDA US NVIDIA CORP 22,137 $3M 1.84% 0.2% -
COP US CONOCOPHILLIPS 29,508 $3M 1.81% -1.3% -
XLE US ENERGY SELECT SECTOR SPDR 33,136 $3M 1.75% 0.5% -
GE US GENERAL ELECTRIC 15,382 $3M 1.58% 4.4% -
IR US INGERSOLL-RAND INC 28,243 $3M 1.58% - -
JNJ US JOHNSON & JOHNSON 17,622 $3M 1.57% -1.3% -
COST US COSTCO WHOLESALE CORP 2,757 $3M 1.56% - -
WMT US WALMART INC 27,604 $2M 1.54% 3.0% -
PFE US PFIZER INC 93,398 $2M 1.53% -2.9% -
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