Massachusetts Wealth Management Incresed Positions in Q3 2025

Massachusetts Wealth Management

  • $202 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
KTB
Kontoor Brands, Inc.

Consumer Cyclical
23.5K
+ 592.17%
$54.83 - $84.09 $1.29M - $1.97M
27.4K $2.19B
XLK
Technology Sector Spdr

ETFs
2.56K
+ 6.31%
$250.97 - $282.66 $641K - $722K
43.1K $12.1B
AAPL
Apple Inc.

Technology
65
+ 0.3%
$202.38 - $256.87 $13.2K - $16.7K
21.8K $5.54B
XLI
Industrial Sector Spdr

ETFs
4.63K
+ 14.01%
$147.94 - $154.99 $685K - $718K
37.7K $5.81B
C
Citigroup Inc

Financial Services
875
+ 1.74%
$85.57 - $103.49 $74.9K - $90.6K
51.1K $5.18B
GLW
Corning Inc

Technology
450
+ 1.96%
$51.6 - $82.03 $23.2K - $36.9K
23.4K $1.92B
XLF
Financial Sector Spdr

ETFs
10.2K
+ 11.05%
$51.37 - $54.25 $524K - $553K
102K $5.52B
GE
General Electric CO

Industrials
150
+ 1.03%
$244.75 - $305.63 $36.7K - $45.8K
14.7K $4.43B
CAT
Caterpillar Inc

Industrials
220
+ 3.51%
$390.92 - $477.15 $86K - $105K
6.48K $3.09B
NVDA
Nvidia Corp

Technology
150
+ 0.7%
$153.3 - $186.58 $23K - $28K
21.6K $4.03B
GOOG
Alphabet Inc.

Communication Services
375
+ 5.03%
$175.16 - $255.24 $65.7K - $95.7K
7.83K $1.91B
BAC
Bank Of America Corp

Financial Services
3.73K
+ 5.23%
$44.92 - $52.42 $167K - $195K
75K $3.87B
CMI
Cummins Inc

Industrials
80
+ 1.65%
$327.85 - $426.39 $26.2K - $34.1K
4.94K $2.09B
MU
Micron Technology Inc

Technology
175
+ 1.9%
$104.88 - $168.89 $18.4K - $29.6K
9.37K $1.57B
QQQ
Invesco Qqq Trust, Series 1

ETFs
208
+ 4.28%
$546.99 - $602.2 $114K - $125K
5.06K $3.04B
IGV
Ishares Expanded Tech Software

ETFs
1.73K
+ 6.73%
$105.96 - $117.79 $183K - $204K
27.4K $3.15B
PFE
Pfizer Inc

Healthcare
8.15K
+ 8.81%
$23.29 - $25.88 $190K - $211K
101K $2.56B
BA
Boeing CO

Industrials
1.28K
+ 27.21%
$209.79 - $237.38 $267K - $303K
5.96K $1.29B
XLE
Energy Sector Spdr

ETFs
1.5K
+ 4.25%
$84.25 - $91.99 $126K - $138K
36.8K $3.28B
NSC
Norfolk Southern Corp

Industrials
35
+ 0.59%
$259.49 - $300.41 $9.08K - $10.5K
5.99K $1.8B
WMT
Walmart Inc.

Consumer Defensive
1.2K
+ 4.21%
$94.4 - $104.27 $113K - $125K
29.7K $3.06B
VMC
Vulcan Materials CO

Basic Materials
40
+ 0.74%
$260.62 - $307.62 $10.4K - $12.3K
5.47K $1.68B
XLV
Select Sector Spdr Fund Health

ETFs
1.24K
+ 6.25%
$129.01 - $139.72 $160K - $173K
21.1K $2.93B
ITA
Ishares Tr

ETFs
425
+ 5.46%
$184.73 - $209.26 $78.5K - $88.9K
8.21K $1.72B
STT
State Street Corp

Financial Services
375
+ 1.77%
$102.01 - $117.25 $38.3K - $44K
21.6K $2.5B
TSLA
Tesla, Inc.

Consumer Cyclical
5
+ 0.26%
$293.94 - $444.72 $1.47K - $2.22K
1.91K $851M
XOM
Exxon Mobil Corp

Energy
415
+ 1.13%
$105.83 - $117.22 $43.9K - $48.6K
37.2K $4.2B
HD
Home Depot, Inc.

Consumer Cyclical
25
+ 0.46%
$357.4 - $423.42 $8.94K - $10.6K
5.43K $2.2B
ITW
Illinois Tool Works Inc

Industrials
240
+ 3.14%
$252.31 - $269.41 $60.6K - $64.7K
7.87K $2.05B
WFC
Wells Fargo & Company

Financial Services
400
+ 1.24%
$77.05 - $85.16 $30.8K - $34.1K
32.7K $2.74B
HSY
Hershey CO

Consumer Defensive
40
+ 0.65%
$161.95 - $193.45 $6.48K - $7.74K
6.17K $1.15B
CSX
Csx Corp

Industrials
800
+ 2.15%
$32.05 - $36.52 $25.6K - $29.2K
38K $1.35B
PEP
Pepsico Inc

Consumer Defensive
75
+ 0.56%
$133.81 - $152.16 $10K - $11.4K
13.6K $1.91B
MRK
Merck & Co., Inc.

Healthcare
225
+ 1.02%
$77.6 - $87.37 $17.5K - $19.7K
22.2K $1.86B
IBB
Ishares Biotechnology ETF

ETFs
450
+ 16.05%
$127.63 - $144.37 $57.4K - $65K
3.25K $470M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
50
+ 0.95%
$459.11 - $506.91 $23K - $25.3K
5.33K $2.68B
LLY
Eli Lilly & CO

Healthcare
195
+ 7.39%
$625.65 - $812.69 $122K - $158K
2.84K $2.16B
SPY
Spdr S&P 500 ETF Trust

ETFs
5
+ 0.24%
$617.65 - $666.84 $3.09K - $3.33K
2.06K $1.37B
META
Meta Platforms, Inc.

Communication Services
135
+ 5.79%
$695.21 - $791.73 $93.9K - $107K
2.47K $1.81B
IYT
Ishares Tr U.S. Transportation

ETFs
530
+ 3.33%
$66.62 - $72.7 $35.3K - $38.5K
16.5K $1.18B
MMM
3 M CO

Industrials
175
+ 1.16%
$144.41 - $160.2 $25.3K - $28K
15.2K $2.36B
Ge Healthcare Technologies I
584
+ 4.28%
N/A
14.2K $1.07B
UNP
Union Pacific Corp

Industrials
60
+ 0.95%
$214.91 - $237.16 $12.9K - $14.2K
6.39K $1.51B
RSP
Invesco S&P 500 Equal Weight E

ETFs
40
+ 0.85%
$181.56 - $190.33 $7.26K - $7.61K
4.72K $895M
SWX
Southwest Gas Holdings, Inc.

Utilities
150
+ 1.89%
$72.88 - $79.93 $10.9K - $12K
8.08K $633M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
210
+ 0.35%
$78.96 - $80.04 $16.6K - $16.8K
60.1K $4.8B
MS
Morgan Stanley

Financial Services
25
+ 1.45%
$139.09 - $161.16 $3.48K - $4.03K
1.75K $278M
AMZN
Amazon Com Inc

Consumer Cyclical
150
+ 1.72%
$211.65 - $238.24 $31.7K - $35.7K
8.89K $1.95B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
162
+ 28.93%
$366.54 - $479.53 $59.4K - $77.7K
722 $283M
Activity Summary
Buys All Purchases 63 New Holdings 4 Increased Positions 59 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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