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  Name: Massachusetts Wealth Management
  City: NORTH ANDOVER
  State: MA
  Zip: 01845
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $141,917,000
  Total Value Change : $18,013,000
  Securities Held Change : 3
   
All Securities Held : 91
  New Positions : 3
  Closed Positions : 0
  Increased Positions : 63
  Unchanged Positions : 8
  Decreased Positions : 17

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 8     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (UPS)1 Year Chart         UPS United Parcel Service Inc 61 - $147.94 $861,000 5,790 0.61% -49,000 0 0.001    AirDelivery & Freight...
   (VZ)1 Year Chart         VZ Verizon Communications Inc 62 - $40.49 $855,000 20,374 0.6% 87,000 0 0    Telecom Services - Do...
   (SWX)1 Year Chart         SWX Southwest Gas Corp 70 - $74.21 $620,000 8,140 0.44% 104,000 0 0.012    Gas Utilities
   (FDX)1 Year Chart         FDX Fedex Corp 78 - $259.04 $404,000 1,395 0.28% 51,000 0 0.001    AirDelivery & Freight...
   (PEG)1 Year Chart         PEG Public Service Enterprise G... 80 - $73.74 $384,000 5,750 0.27% 32,000 0 0.001    Multi Utilities
   (T)1 Year Chart         T AT&T Corp 81 - $17.30 $341,000 19,387 0.24% 16,000 0 0    Long Distance Carriers
   (BHGE)1 Year Chart         BHGE Baker Hughes A Ge Co 82 - $32.63 $325,000 9,700 0.23% -7,000 0 0.001    N/A
   (XLB)1 Year Chart         XLB SPDR Materials Select Sector 85 - $91.87 $258,000 2,780 0.18% 20,000 0 0    Closed - End Fund - E...

      8 Records Found
  1    
Page 1 of 1
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