
MASSACHUSETTS WEALTH MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | PFE | 101K | $2.56M |
![]() | BAC | 75K | $3.87M |
![]() | C | 51K | $5.18M |
![]() | SLB | 49K | $1.69M |
![]() | HAL | 40K | $980.92K |
![]() | CSX | 38K | $1.35M |
![]() | XOM | 37K | $4.20M |
![]() | KO | 35K | $2.34M |
![]() | WFC | 33K | $2.74M |
![]() | WMT | 30K | $3.06M |
![]() | COP | 29K | $2.75M |
![]() | BKR | 28K | $1.36M |
![]() | IR | 28K | $2.27M |
![]() | KTB | 27K | $2.19M |
![]() | GLW | 23K | $1.92M |
![]() | CARR | 23K | $1.35M |
![]() | MRK | 22K | $1.86M |
![]() | AAPL | 22K | $5.54M |
![]() | NVDA | 22K | $4.03M |
![]() | STT | 22K | $2.50M |

Pfizer Inc.
PFE
Shares Held
101K
Value
$2.56M

Bank of America Corporation
BAC
Shares Held
75K
Value
$3.87M

Citigroup Inc.
C
Shares Held
51K
Value
$5.18M

SLB N.V.
SLB
Shares Held
49K
Value
$1.69M

Halliburton Company
HAL
Shares Held
40K
Value
$980.92K

CSX Corporation
CSX
Shares Held
38K
Value
$1.35M

Exxon Mobil Corporation
XOM
Shares Held
37K
Value
$4.20M

The Coca-Cola Company
KO
Shares Held
35K
Value
$2.34M

Wells Fargo & Company
WFC
Shares Held
33K
Value
$2.74M

Walmart Inc.
WMT
Shares Held
30K
Value
$3.06M

ConocoPhillips
COP
Shares Held
29K
Value
$2.75M

Baker Hughes Company
BKR
Shares Held
28K
Value
$1.36M

Ingersoll Rand Inc.
IR
Shares Held
28K
Value
$2.27M

Kontoor Brands, Inc.
KTB
Shares Held
27K
Value
$2.19M

Corning Incorporated
GLW
Shares Held
23K
Value
$1.92M

Carrier Global Corporation
CARR
Shares Held
23K
Value
$1.35M

Merck & Co., Inc.
MRK
Shares Held
22K
Value
$1.86M

Apple Inc.
AAPL
Shares Held
22K
Value
$5.54M

NVIDIA Corporation
NVDA
Shares Held
22K
Value
$4.03M

State Street Corporation
STT
Shares Held
22K
Value
$2.50M
