Titelia

Holdings of Massachusetts Wealth Management

91 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 31.1 % of the equity sleeve

Sector breakdown

  • Industrials 17.3 %
  • Financials 11.0 %
  • Technology 9.5 %
  • Health care 8.7 %
  • Consumer staples 7.3 %
  • Energy 6.8 %
  • Materials 2.7 %
  • Consumer discretionary 2.0 %
  • Communication 1.7 %
  • Funds 1.3 %
  • Utilities 0.2 %
  • Unattributed 31.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US91220.7M $100.00 %

Positions

RankCompanySharesValueWeight
1JPMorgan Ultra-Short Income ETF 252,28512.8M $
2SELECT SECTOR SPDR TRUST (THE) 58,8387.8M $
3Exxon Mobil Corp 44,5997.6M $
4Select Sector Spdr Trust 38,5146.2M $
5JPMorgan Chase & Co 20,4456M $
6Chevron Corp 28,4795.9M $
7Citigroup Inc 51,4755.8M $
8ConocoPhillips 43,3055.7M $
9Apple Inc 21,5735.5M $
10GE Vernova Inc 6,0805.3M $
11Select Sector Spdr Trust 104,3745.2M $
12VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 63,0515M $
13Select Sector Spdr Trust 76,6784.7M $
14Caterpillar Inc 6,1464.4M $
15Johnson & Johnson 17,7754.3M $
16General Electric Co 14,7204.2M $
17Walmart Inc 30,7283.8M $
18Bank of America Corp 75,6153.7M $
19Microsoft Corp 9,7393.6M $
20State Street Health Care Select Sector SPDR ETF 23,9193.5M $
21NVIDIA Corp 19,0973.3M $
22Corning Inc 23,4653.2M $
23Freeport-McMoRan Inc 53,1753.1M $
24Pfizer Inc 110,0153.1M $
25Deere & Co 5,0662.9M $
26Merck & Co Inc 23,6072.8M $
27Micron Technology Inc 8,2282.8M $
28Eli Lilly & Co 3,0002.8M $
29State Street Corp 21,7002.7M $
30Coca-Cola Co/The 35,6632.7M $
31Wells Fargo & Co 33,0502.6M $
32Cummins Inc 4,8552.6M $
33Costco Wholesale Corp 2,6102.6M $
34Invesco QQQ Trust Series 1 4,4992.6M $
35Emerson Electric Co. 19,7002.6M $
36Select Sector Spdr Trust 30,5542.5M $
37Berkshire Hathaway Inc 5,1922.5M $
38Alphabet Inc 8,1712.3M $
393M Co 15,4032.2M $
40Amgen Inc 6,2972.2M $
41Ingersoll Rand Inc 27,5262.2M $
42PepsiCo Inc 14,0302.2M $
43Vanguard Short-term Bond Etf 27,7422.2M $
44Illinois Tool Works Inc 7,9382.1M $
45AbbVie Inc 9,3502M $
46Kontoor Brands Inc 28,8102M $
47Amazon.com Inc 9,3001.9M $
48Home Depot Inc/The 5,4801.8M $
49Baker Hughes Co 28,5501.7M $
50Norfolk Southern Corp 6,0551.7M $
51iShares Trust 7,9351.7M $
52Halliburton Co 41,5001.6M $
53CSX Corp 39,0101.6M $
54Union Pacific Corp 6,5481.6M $
55Procter & Gamble Co/The 10,9601.6M $
56RTX Corp 7,9651.5M $
57Meta Platforms Inc 2,6111.5M $
58Vulcan Materials Co 5,2801.4M $
59State Street SPDR S&P 500 ETF Trust 2,0561.3M $
60Hershey Co/The 6,2951.3M $
61Boeing Co/The 6,4651.3M $
62iShares U.S. Pharmaceuticals E 14,8201.3M $
63Carrier Global Corp 22,7351.3M $
64International Business Machines Corp. 5,1631.3M $
65Sherwin-Williams Co/The 3,6501.2M $
66ISHARES TRUST 15,3251.1M $
67Colgate-Palmolive Co 13,2031.1M $
68GE HealthCare Technologies Inc 14,4341M $
69Invesco S&P 500 Equal Weight ETF 5,131984.7K $
70General Mills, Inc. 20,725771.4K $
71Southwest Gas Holdings Inc 8,235715.6K $
72iShares Biotechnology ETF 4,223713.1K $
73Tesla Inc 1,913711.2K $
74SPDR SERIES TRUST 3,530641.9K $
75Biogen Inc 3,180583K $
76QUALCOMM Inc 4,223543.8K $
77State Street Materials Select Sector SPDR ETF 10,495524.4K $
78Fidelity Wise Origin Bitcoin Fund 8,867523.4K $
79FedEx Corp 1,290459.5K $
80Public Service Enterprise Group Inc 5,450441.2K $
81Curtiss-Wright Corp 545371.2K $
82Goldman Sachs Group Inc/The 435368K $
83Morgan Stanley 2,050337.4K $
84Broadcom Inc 1,090337.4K $
85Amplify ETF Trust 3,940295.9K $
86Vertex Pharmaceuticals Inc 634283.1K $
87Visa Inc 799241.5K $
88Dow Inc 5,745239.3K $
89Intel Corp 4,976219.6K $
90Oracle Corp 1,450213.3K $
91Vanguard World Fund 1,075213K $