# EDGAR Filing Document

**Accession Number:** 0001966011
**File Stem:** 0001085146-25-004083
**Filing Date:** 2025-7
**Character Count:** 13786
**Document Hash:** 4d58a54b28c3cc959a02d91a889e84e7
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001085146-25-004083.hdr.sgml**: 20250723

**ACCESSION NUMBER**: 0001085146-25-004083

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250723

**DATE AS OF CHANGE**: 20250723

**EFFECTIVENESS DATE**: 20250723

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Massachusetts Wealth Management
- **CENTRAL INDEX KEY:** 0001966011

**ORGANIZATION NAME:**
- **EIN:** 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:** 251143189

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Massachusetts Wealth Management<br>**Address:** 807 TURNPIKE STREET<br>NORTH ANDOVER, MA 01845

**Form 13F File Number:** 028-23128

**CRD Number (if applicable):** 000160235

**SEC File Number (if applicable):** 801-112083

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Samuel J. Conte II<br>**Title:** President<br>**Phone:** 978-685-1050

**Signature, Place, and Date of Signing:**

/s/Samuel J. Conte II  North Andover, MA  07-23-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 94

**Form 13F Information Table Value Total:** $177312565

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 3M CO | COM | 88579Y101 | BBG001S5T7X2 | 2291060 | 15049 | SH |  | SOLE |  | 0 | 0 | 15049 |
| ABBVIE INC | COM | 00287Y109 | BBG0025Y4RZ3 | 1792347 | 9656 | SH |  | SOLE |  | 0 | 0 | 9656 |
| ALLEGION PLC | ORD SHS | G0176J109 | BBG003PS7JW0 | 218918 | 1519 | SH |  | SOLE |  | 0 | 0 | 1519 |
| ALPHABET INC | CAP STK CL C | 02079K107 | BBG009S3NB21 | 1322620 | 7456 | SH |  | SOLE |  | 0 | 0 | 7456 |
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 1916372 | 8735 | SH |  | SOLE |  | 0 | 0 | 8735 |
| AMGEN INC | COM | 031162100 | BBG001S5NNL6 | 1819976 | 6518 | SH |  | SOLE |  | 0 | 0 | 6518 |
| APPLE INC | COM | 037833100 | BBG001S5N8V8 | 4450762 | 21693 | SH |  | SOLE |  | 0 | 0 | 21693 |
| BAKER HUGHES COMPANY | CL A | 05722G100 | BBG00GBVBK60 | 1093648 | 28525 | SH |  | SOLE |  | 0 | 0 | 28525 |
| BANK AMERICA CORP | COM | 060505104 | BBG001S5P0Y0 | 3370943 | 71237 | SH |  | SOLE |  | 0 | 0 | 71237 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | BBG001S90346 | 2563408 | 5277 | SH |  | SOLE |  | 0 | 0 | 5277 |
| BIOGEN INC | COM | 09062X103 | BBG001S67826 | 360946 | 2874 | SH |  | SOLE |  | 0 | 0 | 2874 |
| BOEING CO | COM | 097023105 | BBG001S5P0V3 | 981648 | 4685 | SH |  | SOLE |  | 0 | 0 | 4685 |
| BROADCOM INC | COM | 11135F101 | BBG00KHY5SY8 | 300458 | 1090 | SH |  | SOLE |  | 0 | 0 | 1090 |
| CARRIER GLOBAL CORPORATION | COM | 14448C104 | BBG00RP5HZM1 | 1548700 | 21160 | SH |  | SOLE |  | 0 | 0 | 21160 |
| CATERPILLAR INC | COM | 149123101 | BBG001S5PJ06 | 2430971 | 6262 | SH |  | SOLE |  | 0 | 0 | 6262 |
| CHEVRON CORP NEW | COM | 166764100 | BBG001S67ZC5 | 2900027 | 20253 | SH |  | SOLE |  | 0 | 0 | 20253 |
| CITIGROUP INC | COM NEW | 172967424 | BBG001S72ZG4 | 4272769 | 50197 | SH |  | SOLE |  | 0 | 0 | 50197 |
| COCA COLA CO | COM | 191216100 | BBG001S5SMQ8 | 2484816 | 35121 | SH |  | SOLE |  | 0 | 0 | 35121 |
| COLGATE PALMOLIVE CO | COM | 194162103 | BBG001S5PVM5 | 1165520 | 12822 | SH |  | SOLE |  | 0 | 0 | 12822 |
| CONOCOPHILLIPS | COM | 20825C104 | BBG001S5TZM2 | 2610178 | 29086 | SH |  | SOLE |  | 0 | 0 | 29086 |
| CORNING INC | COM | 219350105 | BBG001S5RLH1 | 1206940 | 22950 | SH |  | SOLE |  | 0 | 0 | 22950 |
| COSTCO WHSL CORP NEW | COM | 22160K105 | BBG001S9KRQ7 | 2595623 | 2622 | SH |  | SOLE |  | 0 | 0 | 2622 |
| CSX CORP | COM | 126408103 | BBG001S5Q7Q3 | 1213347 | 37185 | SH |  | SOLE |  | 0 | 0 | 37185 |
| CUMMINS INC | COM | 231021106 | BBG001S5Q9M3 | 1590668 | 4857 | SH |  | SOLE |  | 0 | 0 | 4857 |
| CURTISS WRIGHT CORP | COM | 231561101 | BBG001S5QBK0 | 266260 | 545 | SH |  | SOLE |  | 0 | 0 | 545 |
| DEERE  CO | COM | 244199105 | BBG001S5QFF7 | 2576519 | 5067 | SH |  | SOLE |  | 0 | 0 | 5067 |
| DOW INC | COM | 260557103 | BBG00BN96931 | 213800 | 8074 | SH |  | SOLE |  | 0 | 0 | 8074 |
| ELI LILLY  CO | COM | 532457108 | BBG001S5STL8 | 2057959 | 2640 | SH |  | SOLE |  | 0 | 0 | 2640 |
| EMERSON ELEC CO | COM | 291011104 | BBG001S5QVT7 | 2597668 | 19483 | SH |  | SOLE |  | 0 | 0 | 19483 |
| EXXON MOBIL CORP | COM | 30231G102 | BBG001S69V32 | 3966609 | 36796 | SH |  | SOLE |  | 0 | 0 | 36796 |
| FEDEX CORP | COM | 31428X106 | BBG001S5R3M5 | 295503 | 1300 | SH |  | SOLE |  | 0 | 0 | 1300 |
| FREEPORT-MCMORAN INC | CL B | 35671D857 | BBG001S5R3F3 | 323694 | 7467 | SH |  | SOLE |  | 0 | 0 | 7467 |
| GE AEROSPACE | COM NEW | 369604301 | BBG001S5PVD5 | 3751459 | 14575 | SH |  | SOLE |  | 0 | 0 | 14575 |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 36266G107 | BBG01BFR8YW0 | 1010833 | 13647 | SH |  | SOLE |  | 0 | 0 | 13647 |
| GE VERNOVA INC | COM | 36828A101 | BBG013G17W77 | 3202945 | 6053 | SH |  | SOLE |  | 0 | 0 | 6053 |
| GENERAL MLS INC | COM | 370334104 | BBG001S5RKR2 | 1017238 | 19634 | SH |  | SOLE |  | 0 | 0 | 19634 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | BBG001SC07Z6 | 265406 | 375 | SH |  | SOLE |  | 0 | 0 | 375 |
| HALLIBURTON CO | COM | 406216101 | BBG001S5RS59 | 867678 | 42575 | SH |  | SOLE |  | 0 | 0 | 42575 |
| HERSHEY CO | COM | 427866108 | BBG001S5S148 | 1017605 | 6132 | SH |  | SOLE |  | 0 | 0 | 6132 |
| HOME DEPOT INC | COM | 437076102 | BBG001S5RTW7 | 1979856 | 5400 | SH |  | SOLE |  | 0 | 0 | 5400 |
| ILLINOIS TOOL WKS INC | COM | 452308109 | BBG001S5SDX0 | 1887506 | 7634 | SH |  | SOLE |  | 0 | 0 | 7634 |
| INGERSOLL RAND INC | COM | 45687V106 | BBG002R1CW36 | 2302672 | 27683 | SH |  | SOLE |  | 0 | 0 | 27683 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | BBG001S5S399 | 1412881 | 4793 | SH |  | SOLE |  | 0 | 0 | 4793 |
| INVESCO EXCHANGE TRADED FD T | BIOTECHNOLOGY | 46137V787 | BBG001SN60V5 | 1179055 | 18394 | SH |  | SOLE |  | 0 | 0 | 18394 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 | BBG00KJR2NN7 | 850361 | 4679 | SH |  | SOLE |  | 0 | 0 | 4679 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | BBG001S9GN63 | 2679040 | 4856 | SH |  | SOLE |  | 0 | 0 | 4856 |
| ISHARES TR | EXPANDED TECH | 464287515 | BBG001S7W2J1 | 2813329 | 25692 | SH |  | SOLE |  | 0 | 0 | 25692 |
| ISHARES TR | ISHARES BIOTECH | 464287556 | BBG001SGYSW7 | 354608 | 2803 | SH |  | SOLE |  | 0 | 0 | 2803 |
| ISHARES TR | U.S. PHARMA ETF | 464288836 | BBG001SQYZD0 | 1030289 | 15720 | SH |  | SOLE |  | 0 | 0 | 15720 |
| ISHARES TR | US AER DEF ETF | 464288760 | BBG001SC08P5 | 1467996 | 7782 | SH |  | SOLE |  | 0 | 0 | 7782 |
| ISHARES TR | US TRSPRTION | 464287192 | BBG001SB7HJ7 | 1092048 | 15933 | SH |  | SOLE |  | 0 | 0 | 15933 |
| JOHNSON  JOHNSON | COM | 478160104 | BBG001S5SHQ9 | 2642117 | 17297 | SH |  | SOLE |  | 0 | 0 | 17297 |
| JPMORGAN CHASE  CO. | COM | 46625H100 | BBG001S8CRC3 | 5908076 | 20379 | SH |  | SOLE |  | 0 | 0 | 20379 |
| KELLANOVA | COM | 487836108 | BBG001S5SJL0 | 1076279 | 13533 | SH |  | SOLE |  | 0 | 0 | 13533 |
| KONTOOR BRANDS INC | COM | 50050N103 | BBG00LPTHYM5 | 261241 | 3960 | SH |  | SOLE |  | 0 | 0 | 3960 |
| MERCK  CO INC | COM | 58933Y105 | BBG001S5TC52 | 1739462 | 21974 | SH |  | SOLE |  | 0 | 0 | 21974 |
| META PLATFORMS INC | CL A | 30303M102 | BBG001SQCQC5 | 1721226 | 2332 | SH |  | SOLE |  | 0 | 0 | 2332 |
| MICRON TECHNOLOGY INC | COM | 595112103 | BBG001S6P675 | 1133654 | 9198 | SH |  | SOLE |  | 0 | 0 | 9198 |
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 4834825 | 9720 | SH |  | SOLE |  | 0 | 0 | 9720 |
| MORGAN STANLEY | COM NEW | 617446448 | BBG001S9V5Z3 | 242984 | 1725 | SH |  | SOLE |  | 0 | 0 | 1725 |
| NORFOLK SOUTHN CORP | COM | 655844108 | BBG001S5TQJ6 | 1523277 | 5951 | SH |  | SOLE |  | 0 | 0 | 5951 |
| NVIDIA CORPORATION | COM | 67066G104 | BBG001S5TZJ6 | 3389201 | 21452 | SH |  | SOLE |  | 0 | 0 | 21452 |
| ORACLE CORP | COM | 68389X105 | BBG001S5SJG6 | 317014 | 1450 | SH |  | SOLE |  | 0 | 0 | 1450 |
| PEPSICO INC | COM | 713448108 | BBG001S695T1 | 1781654 | 13493 | SH |  | SOLE |  | 0 | 0 | 13493 |
| PFIZER INC | COM | 717081103 | BBG001S5V466 | 2242152 | 92498 | SH |  | SOLE |  | 0 | 0 | 92498 |
| PROCTER AND GAMBLE CO | COM | 742718109 | BBG001S5V4L9 | 1717788 | 10782 | SH |  | SOLE |  | 0 | 0 | 10782 |
| PUBLIC SVC ENTERPRISE GRP IN | COM | 744573106 | BBG001S5V3C1 | 431422 | 5125 | SH |  | SOLE |  | 0 | 0 | 5125 |
| QUALCOMM INC | COM | 747525103 | BBG001S6VS70 | 792000 | 4973 | SH |  | SOLE |  | 0 | 0 | 4973 |
| RTX CORPORATION | COM | 75513E101 | BBG001S5X5Q9 | 1204811 | 8251 | SH |  | SOLE |  | 0 | 0 | 8251 |
| SCHLUMBERGER LTD | COM STK | 806857108 | BBG001S5W4C8 | 1675365 | 49567 | SH |  | SOLE |  | 0 | 0 | 49567 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 | BBG001S7T1S7 | 2990740 | 35264 | SH |  | SOLE |  | 0 | 0 | 35264 |
| SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 | BBG001S7T223 | 4830399 | 92236 | SH |  | SOLE |  | 0 | 0 | 92236 |
| SELECT SECTOR SPDR TR | INDL | 81369Y704 | BBG001S7T232 | 4874208 | 33041 | SH |  | SOLE |  | 0 | 0 | 33041 |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 81369Y308 | BBG001S7T107 | 2202141 | 27197 | SH |  | SOLE |  | 0 | 0 | 27197 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 | BBG001S7SCQ6 | 2674773 | 19844 | SH |  | SOLE |  | 0 | 0 | 19844 |
| SELECT SECTOR SPDR TR | SBI MATERIALS | 81369Y100 | BBG001S7R733 | 263869 | 3005 | SH |  | SOLE |  | 0 | 0 | 3005 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | BBG001S7TCZ5 | 10257841 | 40508 | SH |  | SOLE |  | 0 | 0 | 40508 |
| SHERWIN WILLIAMS CO | COM | 824348106 | BBG001S5W2F9 | 1212061 | 3530 | SH |  | SOLE |  | 0 | 0 | 3530 |
| SOUTHWEST GAS HLDGS INC | COM | 844895102 | BBG00FWP4JX3 | 589913 | 7930 | SH |  | SOLE |  | 0 | 0 | 7930 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 | BBG001S72SM3 | 1269064 | 2054 | SH |  | SOLE |  | 0 | 0 | 2054 |
| SPDR SERIES TRUST | S OILGAS EXP | 78468R556 | BBG001SB12P9 | 250971 | 1995 | SH |  | SOLE |  | 0 | 0 | 1995 |
| STATE STR CORP | COM | 857477103 | BBG001S5RLD5 | 2255365 | 21209 | SH |  | SOLE |  | 0 | 0 | 21209 |
| TESLA INC | COM | 88160R101 | BBG001SQKGD7 | 606095 | 1908 | SH |  | SOLE |  | 0 | 0 | 1908 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 | BBG001S5SBV6 | 2683510 | 6135 | SH |  | SOLE |  | 0 | 0 | 6135 |
| UBS GROUP AG | SHS | H42097107 | BBG007936GX0 | 712926 | 21080 | SH |  | SOLE |  | 0 | 0 | 21080 |
| UNION PAC CORP | COM | 907818108 | BBG001S5X2M0 | 1455716 | 6327 | SH |  | SOLE |  | 0 | 0 | 6327 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 | BBG001SDGSH1 | 201375 | 1995 | SH |  | SOLE |  | 0 | 0 | 1995 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | BBG001ST39Q2 | 2276555 | 28927 | SH |  | SOLE |  | 0 | 0 | 28927 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | BBG001T62KZ7 | 4761414 | 59892 | SH |  | SOLE |  | 0 | 0 | 59892 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 | BBG001S68LJ8 | 249312 | 560 | SH |  | SOLE |  | 0 | 0 | 560 |
| VISA INC | COM CL A | 92826C839 | BBG001SRCFY3 | 283675 | 799 | SH |  | SOLE |  | 0 | 0 | 799 |
| VULCAN MATLS CO | COM | 929160109 | BBG001S5X8R2 | 1416253 | 5430 | SH |  | SOLE |  | 0 | 0 | 5430 |
| WALMART INC | COM | 931142103 | BBG001S5XH92 | 2787121 | 28504 | SH |  | SOLE |  | 0 | 0 | 28504 |
| WELLS FARGO CO NEW | COM | 949746101 | BBG001S5XF23 | 2589238 | 32317 | SH |  | SOLE |  | 0 | 0 | 32317 |

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