Massachusetts Wealth Management Incresed Positions in Q4 2024

Massachusetts Wealth Management

  • $162 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BKR
Baker Hughes CO

Energy
20.6K
+ 230.25%
$35.98 - $44.88 $739K - $922K
29.5K $1.21B
XLF
Financial Sector Spdr

ETFs
13.6K
+ 20.41%
$44.89 - $51.34 $608K - $696K
79.9K $3.86B
HAL
Halliburton CO

Energy
28.1K
+ 180.87%
$25.77 - $31.99 $725K - $900K
43.7K $1.19B
XLK
Technology Sector Spdr

ETFs
1.6K
+ 4.27%
$220.26 - $241.44 $352K - $385K
39K $9.07B
XLI
Industrial Sector Spdr

ETFs
4.99K
+ 22.04%
$131.76 - $143.99 $658K - $719K
27.6K $3.64B
Ge Vernova Inc
500
+ 9.77%
N/A
5.62K $1.85B
WFC
Wells Fargo & Company

Financial Services
1.23K
+ 3.92%
$54.98 - $77.35 $67.4K - $94.8K
32.5K $2.28B
C
Citigroup Inc

Financial Services
2.58K
+ 6.29%
$61.31 - $72.5 $158K - $187K
43.5K $3.06B
BAC
Bank Of America Corp

Financial Services
2.4K
+ 3.45%
$39.22 - $47.77 $94.1K - $115K
72.1K $3.17B
TSLA
Tesla, Inc.

Consumer Cyclical
470
+ 32.87%
$213.65 - $479.86 $100K - $226K
1.9K $767M
WMT
Walmart Inc.

Consumer Defensive
800
+ 2.98%
$79.1 - $95.7 $63.3K - $76.6K
27.6K $2.49B
EMR
Emerson Electric CO

Industrials
475
+ 2.64%
$108.13 - $134.33 $51.4K - $63.8K
18.5K $2.29B
GOOG
Alphabet Inc.

Communication Services
775
+ 12.5%
$163.08 - $198.16 $126K - $154K
6.98K $1.33B
NVDA
Nvidia Corp

Technology
50
+ 0.23%
$117.0 - $148.88 $5.85K - $7.44K
22.1K $2.97B
ITA
Ishares Tr

ETFs
1.31K
+ 19.6%
$144.31 - $157.31 $189K - $206K
7.99K $1.16B
IBM
International Business Machines Corp

Technology
650
+ 17.29%
$204.9 - $238.04 $133K - $155K
4.41K $969M
CMI
Cummins Inc

Industrials
30
+ 0.63%
$324.93 - $383.42 $9.75K - $11.5K
4.81K $1.68B
RSP
Invesco S&P 500 Equal Weight E

ETFs
693
+ 24.31%
$174.22 - $187.62 $121K - $130K
3.54K $621M
DE
Deere & CO

Industrials
25
+ 0.49%
$389.45 - $466.0 $9.74K - $11.7K
5.13K $2.17B
META
Meta Platforms, Inc.

Communication Services
15
+ 0.68%
$554.08 - $632.68 $8.31K - $9.49K
2.22K $1.3B
IYT
Ishares Tr U.S. Transportation

ETFs
825
+ 5.42%
$66.79 - $75.4 $55.1K - $62.2K
16.1K $1.09B
XLP
Consumer Staples Sector Spdr

ETFs
1.43K
+ 5.95%
N/A
25.4K $2B
XLB
Select Sector Spdr Fd Material

ETFs
315
+ 11.71%
$83.8 - $97.58 $26.4K - $30.7K
3.01K $253M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
50
+ 1.04%
$442.29 - $483.08 $22.1K - $24.2K
4.87K $2.21B
RTX
Raytheon Technologies Corp

Industrials
75
+ 0.92%
$114.45 - $127.21 $8.58K - $9.54K
8.25K $955M
PBE
Invesco Exchange Traded Fd Tr

ETFs
230
+ 1.26%
$65.93 - $72.24 $15.2K - $16.6K
18.4K $1.23B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
500
+ 0.84%
$77.86 - $79.27 $38.9K - $39.6K
59.9K $4.67B
ITW
Illinois Tool Works Inc

Industrials
50
+ 0.65%
$253.56 - $278.5 $12.7K - $13.9K
7.72K $1.96B
XLE
Energy Sector Spdr

ETFs
170
+ 0.52%
$83.32 - $97.27 $14.2K - $16.5K
33.1K $2.84B
TT
Trane Technologies PLC

Industrials
125
+ 2.0%
$369.35 - $419.14 $46.2K - $52.4K
6.39K $2.36B
MMM
3 M CO

Industrials
275
+ 1.87%
$124.74 - $137.12 $34.3K - $37.7K
15K $1.93B
XLV
Select Sector Spdr Fund Health

ETFs
1.36K
+ 8.27%
$136.28 - $154.74 $185K - $210K
17.8K $2.45B
XOM
Exxon Mobil Corp

Energy
2.33K
+ 6.45%
$105.51 - $125.37 $245K - $291K
38.3K $4.12B
CARR
Carrier Global Corp

Industrials
1.28K
+ 7.26%
$66.69 - $82.65 $85K - $105K
18.8K $1.28B
SLB
Schlumberger Limited

Energy
300
+ 0.61%
$36.83 - $45.59 $11K - $13.7K
49.7K $1.91B
Ge Healthcare Technologies I
100
+ 0.75%
N/A
13.5K $1.05B
GE
General Electric CO

Industrials
650
+ 4.41%
$159.95 - $194.23 $104K - $126K
15.4K $2.57B
PEP
Pepsico Inc

Consumer Defensive
100
+ 0.74%
$151.29 - $176.1 $15.1K - $17.6K
13.6K $2.07B
LLY
Eli Lilly & CO

Healthcare
10
+ 0.39%
$727.2 - $932.06 $7.27K - $9.32K
2.57K $1.98B
KO
Coca Cola CO

Consumer Defensive
125
+ 0.36%
$61.74 - $71.71 $7.72K - $8.96K
34.8K $2.16B
Activity Summary
Buys All Purchases 45 New Holdings 4 Increased Positions 41 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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