0001085146-23-001409.txt : 20230217
0001085146-23-001409.hdr.sgml : 20230217
20230216215026
ACCESSION NUMBER: 0001085146-23-001409
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230217
DATE AS OF CHANGE: 20230216
EFFECTIVENESS DATE: 20230217
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Massachusetts Wealth Management
CENTRAL INDEX KEY: 0001966011
IRS NUMBER: 454048814
STATE OF INCORPORATION: MA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-23128
FILM NUMBER: 23640156
BUSINESS ADDRESS:
STREET 1: 807 TURNPIKE STREET
CITY: NORTH ANDOVER
STATE: MA
ZIP: 01845
BUSINESS PHONE: 978-685-1050
MAIL ADDRESS:
STREET 1: 807 TURNPIKE STREET
CITY: NORTH ANDOVER
STATE: MA
ZIP: 01845
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0001966011
XXXXXXXX
12-31-2022
12-31-2022
false
Massachusetts Wealth Management
807 TURNPIKE STREET
NORTH ANDOVER
MA
01845
13F HOLDINGS REPORT
028-23128
N
Samuel J. Conte II
President
978-685-1050
/s/Samuel J. Conte II
North Andover
MA
02-16-2023
0
80
103521721
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
3M CO
COM
88579Y101
BBG001S5T7X2
667119
5797
SH
SOLE
0
0
5797
ABBVIE INC
COM
00287Y109
BBG0025Y4RZ3
1691738
11450
SH
SOLE
0
0
11450
AMAZON COM INC
COM
023135106
BBG001S5PQL7
384159
3725
SH
SOLE
0
0
3725
AMGEN INC
COM
031162100
BBG001S5NNL6
1991973
7892
SH
SOLE
0
0
7892
APPLE INC
COM
037833100
BBG001S5N8V8
3217093
22296
SH
SOLE
0
0
22296
AT&T INC
COM
00206R102
BBG001S5VWH2
325961
16002
SH
SOLE
0
0
16002
BAKER HUGHES COMPANY
CL A
05722G100
BBG00GBVBK60
307878
9700
SH
SOLE
0
0
9700
BANK AMERICA CORP
COM
060505104
BBG001S5P0Y0
2597207
73202
SH
SOLE
0
0
73202
BARCLAYS PLC
ADR
06738E204
BBG001S5P2T2
464000
50000
SH
SOLE
0
0
50000
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
BBG001S90346
375382
1205
SH
SOLE
0
0
1205
BIOGEN INC
COM
09062X103
BBG001S67826
989060
3400
SH
SOLE
0
0
3400
BOEING CO
COM
097023105
BBG001S5P0V3
351450
1650
SH
SOLE
0
0
1650
CATERPILLAR INC
COM
149123101
BBG001S5PJ06
1471103
5831
SH
SOLE
0
0
5831
CHEVRON CORP NEW
COM
166764100
BBG001S67ZC5
4008029
23032
SH
SOLE
0
0
23032
CITIGROUP INC
COM NEW
172967424
BBG001S72ZG4
2079139
39815
SH
SOLE
0
0
39815
COCA COLA CO
COM
191216100
BBG001S5SMQ8
1893132
30873
SH
SOLE
0
0
30873
COLGATE PALMOLIVE CO
COM
194162103
BBG001S5PVM5
1007124
13513
SH
SOLE
0
0
13513
CONOCOPHILLIPS
COM
20825C104
BBG001S5TZM2
4323338
35475
SH
SOLE
0
0
35475
CORNING INC
COM
219350105
BBG001S5RLH1
732002
21150
SH
SOLE
0
0
21150
COSTCO WHSL CORP NEW
COM
22160K105
BBG001S9KRQ7
1395412
2730
SH
SOLE
0
0
2730
CREDIT SUISSE GROUP
SPONSORED ADR
225401108
BBG001SF3K87
89505
25500
SH
SOLE
0
0
25500
CSX CORP
COM
126408103
BBG001S5Q7Q3
1159191
37490
SH
SOLE
0
0
37490
CUMMINS INC
COM
231021106
BBG001S5Q9M3
1029352
4125
SH
SOLE
0
0
4125
CVS HEALTH CORP
COM
126650100
BBG001S5QBD8
2001712
22690
SH
SOLE
0
0
22690
DEERE & CO
COM
244199105
BBG001S5QFF7
1937030
4581
SH
SOLE
0
0
4581
DEUTSCHE BANK A G
NAMEN AKT
D18190898
BBG001S683N3
301050
22500
SH
SOLE
0
0
22500
DOW INC
COM
260557103
BBG00BN96931
1673789
28202
SH
SOLE
0
0
28202
EMERSON ELEC CO
COM
291011104
BBG001S5QVT7
1324430
14680
SH
SOLE
0
0
14680
EXXON MOBIL CORP
COM
30231G102
BBG001S69V32
4561977
39324
SH
SOLE
0
0
39324
FEDEX CORP
COM
31428X106
BBG001S5R3M5
264619
1365
SH
SOLE
0
0
1365
FREEPORT-MCMORAN INC
CL B
35671D857
BBG001S5R3F3
773042
17325
SH
SOLE
0
0
17325
GE HEALTHCARE TECHNOLOGIES I
COMMON STOCK
36266G107
BBG01BFR8YW0
239983
3452
SH
SOLE
0
0
3452
GENERAL ELECTRIC CO
COM NEW
369604301
BBG001S5PVD5
734943
9132
SH
SOLE
0
0
9132
GENERAL MLS INC
COM
370334104
BBG001S5RKR2
1608339
20525
SH
SOLE
0
0
20525
HALLIBURTON CO
COM
406216101
BBG001S5RS59
761540
18475
SH
SOLE
0
0
18475
HERSHEY CO
COM
427866108
BBG001S5S148
1458777
6495
SH
SOLE
0
0
6495
HOME DEPOT INC
COM
437076102
BBG001S5RTW7
1758622
5425
SH
SOLE
0
0
5425
ILLINOIS TOOL WKS INC
COM
452308109
BBG001S5SDX0
1447633
6133
SH
SOLE
0
0
6133
INGERSOLL RAND INC
COM
45687V106
BBG002R1CW36
1348480
24080
SH
SOLE
0
0
24080
INTEL CORP
COM
458140100
BBG001S5SF65
207033
7326
SH
SOLE
0
0
7326
INVESCO EXCHANGE TRADED FD T
DYNMC BIOTECH
46137V787
BBG001SN60V5
608700
9115
SH
SOLE
0
0
9115
INVESCO QQQ TR
UNIT SER 1
46090E103
BBG001S9GN63
468446
1590
SH
SOLE
0
0
1590
ISHARES TR
U.S. PHARMA ETF
464288836
BBG001SQYZD0
989035
5330
SH
SOLE
0
0
5330
ISHARES TR
US TRSPRTION
464287192
BBG001SB7HJ7
462058
1990
SH
SOLE
0
0
1990
JOHNSON & JOHNSON
COM
478160104
BBG001S5SHQ9
2525656
15455
SH
SOLE
0
0
15455
JPMORGAN CHASE & CO
COM
46625H100
BBG001S8CRC3
3089617
22075
SH
SOLE
0
0
22075
KELLOGG CO
COM
487836108
BBG001S5SJL0
999554
14575
SH
SOLE
0
0
14575
LOWES COS INC
COM
548661107
BBG001S5SVL3
241986
1162
SH
SOLE
0
0
1162
MERCK & CO INC
COM
58933Y105
BBG001S5TC52
2355716
21932
SH
SOLE
0
0
21932
MICROSOFT CORP
COM
594918104
BBG001S5TD05
2292986
9253
SH
SOLE
0
0
9253
NORFOLK SOUTHN CORP
COM
655844108
BBG001S5TQJ6
1481005
6025
SH
SOLE
0
0
6025
NVIDIA CORPORATION
COM
67066G104
BBG001S5TZJ6
344828
1765
SH
SOLE
0
0
1765
PAYPAL HLDGS INC
COM
70450Y103
BBG0077VNXW5
588765
7225
SH
SOLE
0
0
7225
PEPSICO INC
COM
713448108
BBG001S695T1
2375316
13889
SH
SOLE
0
0
13889
PFIZER INC
COM
717081103
BBG001S5V466
2005924
45424
SH
SOLE
0
0
45424
PROCTER AND GAMBLE CO
COM
742718109
BBG001S5V4L9
1608752
11299
SH
SOLE
0
0
11299
PUBLIC SVC ENTERPRISE GRP IN
COM
744573106
BBG001S5V3C1
393256
6350
SH
SOLE
0
0
6350
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
BBG001S5X5Q9
738790
7399
SH
SOLE
0
0
7399
SCHLUMBERGER LTD
COM STK
806857108
BBG001S5W4C8
3606834
63300
SH
SOLE
0
0
63300
SELECT SECTOR SPDR TR
ENERGY
81369Y506
BBG001S7T1S7
2003640
22280
SH
SOLE
0
0
22280
SELECT SECTOR SPDR TR
FINANCIAL
81369Y605
BBG001S7T223
1449421
39645
SH
SOLE
0
0
39645
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
BBG001S7T107
1206018
16355
SH
SOLE
0
0
16355
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
BBG001S7T232
856049
8405
SH
SOLE
0
0
8405
SELECT SECTOR SPDR TR
SBI MATERIALS
81369Y100
BBG001S7R733
269187
3180
SH
SOLE
0
0
3180
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
BBG001S7TCZ5
1290260
9490
SH
SOLE
0
0
9490
SHERWIN WILLIAMS CO
COM
824348106
BBG001S5W2F9
960555
4060
SH
SOLE
0
0
4060
SOUTHWEST GAS HLDGS INC
COM
844895102
BBG00FWP4JX3
601701
8990
SH
SOLE
0
0
8990
SPDR S&P 500 ETF TR
TR UNIT
78462F103
BBG001S72SM3
422739
1040
SH
SOLE
0
0
1040
STATE STR CORP
COM
857477103
BBG001S5RLD5
1869982
20475
SH
SOLE
0
0
20475
TESLA INC
COM
88160R101
BBG001SQKGD7
251169
1450
SH
SOLE
0
0
1450
TORONTO DOMINION BK ONT
COM NEW
891160509
BBG001S60L15
1179093
17034
SH
SOLE
0
0
17034
TRANE TECHNOLOGIES PLC
SHS
G8994E103
BBG001S5SBV6
1078302
6020
SH
SOLE
0
0
6020
UBS GROUP AG
SHS
H42097107
BBG007936GX0
1243607
57950
SH
SOLE
0
0
57950
UNION PAC CORP
COM
907818108
BBG001S5X2M0
1290481
6320
SH
SOLE
0
0
6320
UNITED PARCEL SERVICE INC
CL B
911312106
BBG001SDGSH1
1088226
5875
SH
SOLE
0
0
5875
UNITEDHEALTH GROUP INC
COM
91324P102
BBG001S6WCJ1
352927
707
SH
SOLE
0
0
707
VERIZON COMMUNICATIONS INC
COM
92343V104
BBG001S67QY1
784426
18870
SH
SOLE
0
0
18870
VULCAN MATLS CO
COM
929160109
BBG001S5X8R2
1095397
5975
SH
SOLE
0
0
5975
WALMART INC
COM
931142103
BBG001S5XH92
669139
4651
SH
SOLE
0
0
4651
WELLS FARGO CO NEW
COM
949746101
BBG001S5XF23
1428832
30485
SH
SOLE
0
0
30485