MASSACHUSETTS WEALTH MANAGEMENT
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PFE | 108K | $2.68M |
 | BAC | 75K | $4.14M |
 | C | 51K | $5.98M |
 | SLB | 49K | $1.87M |
 | HAL | 40K | $1.12M |
 | CSX | 38K | $1.38M |
 | XOM | 36K | $4.34M |
 | KO | 36K | $2.48M |
 | WFC | 33K | $3.08M |
 | WMT | 30K | $3.39M |
 | COP | 29K | $2.71M |
 | KTB | 29K | $1.74M |
 | IR | 27K | $2.18M |
 | BKR | 27K | $1.23M |
 | GLW | 23K | $2.04M |
 | MRK | 23K | $2.42M |
 | CARR | 23K | $1.19M |
 | AAPL | 22K | $5.89M |
 | STT | 22K | $2.79M |
 | UBS | 21K | $976.22K |
Pfizer Inc.
PFE
Shares Held
108K
Value
$2.68M
Bank of America Corporation
BAC
Shares Held
75K
Value
$4.14M
Citigroup Inc.
C
Shares Held
51K
Value
$5.98M
SLB N.V.
SLB
Shares Held
49K
Value
$1.87M
Halliburton Company
HAL
Shares Held
40K
Value
$1.12M
CSX Corporation
CSX
Shares Held
38K
Value
$1.38M
Exxon Mobil Corporation
XOM
Shares Held
36K
Value
$4.34M
The Coca-Cola Company
KO
Shares Held
36K
Value
$2.48M
Wells Fargo & Company
WFC
Shares Held
33K
Value
$3.08M
Walmart Inc.
WMT
Shares Held
30K
Value
$3.39M
ConocoPhillips
COP
Shares Held
29K
Value
$2.71M
Kontoor Brands, Inc.
KTB
Shares Held
29K
Value
$1.74M
Ingersoll Rand Inc.
IR
Shares Held
27K
Value
$2.18M
Baker Hughes Company
BKR
Shares Held
27K
Value
$1.23M
Corning Incorporated
GLW
Shares Held
23K
Value
$2.04M
Merck & Co., Inc.
MRK
Shares Held
23K
Value
$2.42M
Carrier Global Corporation
CARR
Shares Held
23K
Value
$1.19M
Apple Inc.
AAPL
Shares Held
22K
Value
$5.89M
State Street Corporation
STT
Shares Held
22K
Value
$2.79M
UBS Group AG
UBS
Shares Held
21K
Value
$976.22K