Filling information for Massachusetts Wealth Management as Treemap, investor disclosed 82 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 260557103 | 260557103 | DOW INC | COM | 1370220 | 25727 | |
| 291011104 | 291011104 | EMERSON ELEC CO | COM | 1338224 | 14805 | |
| 00206R102 | 00206R102 | AT&T INC | COM | 313625 | 19663 | |
| 891160509 | 891160509 | TORONTO DOMINION BK ONT | COM NEW | 997369 | 16084 | |
| 742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 1672782 | 11024 | |
| 88160R101 | 88160R101 | TESLA INC | COM | 405744 | 1550 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 3133990 | 9203 | |
| 717081103 | 717081103 | PFIZER INC | COM | 1673488 | 45624 | |
| 149123101 | 149123101 | CATERPILLAR INC | COM | 1464244 | 5951 | |
| 929160109 | 929160109 | VULCAN MATLS CO | COM | 1290644 | 5725 | |
| 58933Y105 | 58933Y105 | MERCK & CO INC | COM | 2507655 | 21732 | |
| 097023105 | 097023105 | BOEING CO | COM | 448715 | 2125 | |
| 91324P102 | 91324P102 | UNITEDHEALTH GROUP INC | COM | 339812 | 707 | |
| 857477103 | 857477103 | STATE STR CORP | COM | 1549586 | 21175 | |
| 88579Y101 | 88579Y101 | 3M CO | COM | 609248 | 6087 | |
| 370334104 | 370334104 | GENERAL MLS INC | COM | 1516742 | 19775 | |
| 487836108 | 487836108 | KELLOGG CO | COM | 962135 | 14275 | |
| 194162103 | 194162103 | COLGATE PALMOLIVE CO | COM | 1017930 | 13213 | |
| 81369Y100 | 81369Y100 | SELECT SECTOR SPDR TR | SBI MATERIALS | 230379 | 2780 | |
| 244199105 | 244199105 | DEERE & CO | COM | 1773111 | 4376 | |
| 806857108 | 806857108 | SCHLUMBERGER LTD | COM STK | 2890712 | 58850 | |
| 09062X103 | 09062X103 | BIOGEN INC | COM | 925762 | 3250 | |
| 844895102 | 844895102 | SOUTHWEST GAS HLDGS INC | COM | 546754 | 8590 | |
| D18190898 | D18190898 | DEUTSCHE BANK A G | NAMEN AKT | 219024 | 20800 | |
| 81369Y308 | 81369Y308 | SELECT SECTOR SPDR TR | SBI CONS STPLS | 1204521 | 16240 | |
| 78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 545234 | 1230 | |
| 81369Y605 | 81369Y605 | SELECT SECTOR SPDR TR | FINANCIAL | 1383290 | 41035 | |
| 166764100 | 166764100 | CHEVRON CORP NEW | COM | 3297584 | 20957 | |
| 30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 3815312 | 35574 | |
| 464288836 | 464288836 | ISHARES TR | U.S. PHARMA ETF | 944805 | 5275 | |
| 427866108 | 427866108 | HERSHEY CO | COM | 1538152 | 6160 | |
| 35671D857 | 35671D857 | FREEPORT-MCMORAN INC | CL B | 655000 | 16375 | |
| 06738E204 | 06738E204 | BARCLAYS PLC | ADR | 381603 | 48550 | |
| 949746101 | 949746101 | WELLS FARGO CO NEW | COM | 1378991 | 32310 | |
| 31428X106 | 31428X106 | FEDEX CORP | COM | 348300 | 1405 | |
| 36266G107 | 36266G107 | GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 337308 | 4152 | |
| 81369Y803 | 81369Y803 | SELECT SECTOR SPDR TR | TECHNOLOGY | 4716474 | 27128 | |
| 655844108 | 655844108 | NORFOLK SOUTHN CORP | COM | 1278926 | 5640 | |
| 172967424 | 172967424 | CITIGROUP INC | COM NEW | 1837687 | 39915 | |
| 031162100 | 031162100 | AMGEN INC | COM | 1607906 | 7242 | |
| 744573106 | 744573106 | PUBLIC SVC ENTERPRISE GRP IN | COM | 397574 | 6350 | |
| 191216100 | 191216100 | COCA COLA CO | COM | 1804974 | 29973 | |
| 369604301 | 369604301 | GENERAL ELECTRIC CO | COM NEW | 1161554 | 10574 | |
| 46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 3113870 | 21410 | |
| 68389X105 | 68389X105 | ORACLE CORP | COM | 202453 | 1700 | |
| 231021106 | 231021106 | CUMMINS INC | COM | 1010059 | 4120 | |
| H42097107 | H42097107 | UBS GROUP AG | SHS | 1137938 | 56139 | |
| 05722G100 | 05722G100 | BAKER HUGHES COMPANY | CL A | 306617 | 9700 | |
| G8994E103 | G8994E103 | TRANE TECHNOLOGIES PLC | SHS | 1084444 | 5670 | |
| 911312106 | 911312106 | UNITED PARCEL SERVICE INC | CL B | 1033376 | 5765 | |
| 92343V104 | 92343V104 | VERIZON COMMUNICATIONS INC | COM | 725651 | 19512 | |
| 70450Y103 | 70450Y103 | PAYPAL HLDGS INC | COM | 460437 | 6900 | |
| 713448108 | 713448108 | PEPSICO INC | COM | 2475303 | 13364 | |
| 478160104 | 478160104 | JOHNSON & JOHNSON | COM | 2558112 | 15455 | |
| 219350105 | 219350105 | CORNING INC | COM | 700800 | 20000 | |
| 037833100 | 037833100 | APPLE INC | COM | 4193831 | 21621 | |
| 67000B104 | 67000B104 | NOVANTA INC | COM | 216133 | 1174 | |
| 81369Y506 | 81369Y506 | SELECT SECTOR SPDR TR | ENERGY | 1649374 | 20320 | |
| 20825C104 | 20825C104 | CONOCOPHILLIPS | COM | 3367325 | 32500 | |
| 00287Y109 | 00287Y109 | ABBVIE INC | COM | 1448348 | 10750 | |
| 532457108 | 532457108 | LILLY ELI & CO | COM | 272008 | 580 | |
| 406216101 | 406216101 | HALLIBURTON CO | COM | 611140 | 18525 | |
| 084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 531960 | 1560 | |
| 452308109 | 452308109 | ILLINOIS TOOL WKS INC | COM | 1507964 | 6028 | |
| 023135106 | 023135106 | AMAZON COM INC | COM | 485591 | 3725 | |
| 75513E101 | 75513E101 | RAYTHEON TECHNOLOGIES CORP | COM | 732153 | 7474 | |
| 46137V787 | 46137V787 | INVESCO EXCHANGE TRADED FD T | DYNMC BIOTECH | 572418 | 9340 | |
| 907818108 | 907818108 | UNION PAC CORP | COM | 1270690 | 6210 | |
| 046353108 | 046353108 | ASTRAZENECA PLC | SPONSORED ADR | 207553 | 2900 | |
| 81369Y704 | 81369Y704 | SELECT SECTOR SPDR TR | SBI INT-INDS | 936904 | 8730 | |
| 67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 767781 | 1815 | |
| 126408103 | 126408103 | CSX CORP | COM | 1224702 | 35915 | |
| 437076102 | 437076102 | HOME DEPOT INC | COM | 1557860 | 5015 | |
| 464287192 | 464287192 | ISHARES TR | US TRSPRTION | 531367 | 2127 | |
| 22160K105 | 22160K105 | COSTCO WHSL CORP NEW | COM | 1354026 | 2515 | |
| 46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 1170692 | 3169 | |
| 931142103 | 931142103 | WALMART INC | COM | 848929 | 5401 | |
| 824348106 | 824348106 | SHERWIN WILLIAMS CO | COM | 896130 | 3375 | |
| 458140100 | 458140100 | INTEL CORP | COM | 244981 | 7326 | |
| 45687V106 | 45687V106 | INGERSOLL RAND INC | COM | 1666026 | 25490 | |
| 126650100 | 126650100 | CVS HEALTH CORP | COM | 1575473 | 22790 | |
| 060505104 | 060505104 | BANK AMERICA CORP | COM | 2052368 | 71536 |