| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SELECT SECTOR SPDR TR | 7 | Q2 2024 | 5.6% |
| EXXON MOBIL CORP | 7 | Q2 2024 | 4.4% |
| APPLE INC | 7 | Q2 2024 | 4.0% |
| CONOCOPHILLIPS | 7 | Q2 2024 | 4.2% |
| CHEVRON CORP NEW | 7 | Q2 2024 | 3.9% |
| JPMORGAN CHASE & CO. | 7 | Q2 2024 | 3.1% |
| MICROSOFT CORP | 7 | Q2 2024 | 3.0% |
| SCHLUMBERGER LTD | 7 | Q2 2024 | 3.5% |
| JOHNSON & JOHNSON | 7 | Q2 2024 | 2.4% |
| MERCK & CO INC | 7 | Q2 2024 | 2.4% |
View Massachusetts Wealth Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-29 |
| 13F-HR | 2024-08-01 |
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-02-17 |
View Massachusetts Wealth Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.