StockDriftsStockDriftsTop 50 Massachusetts Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JPST | J P MORGAN EXCHANGE TRADED F | 5.53% | 252.3K | $12.8M | +16.71%(+36.13K) | $50.66(-0.28%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 3.39% | 58.8K | $7.8M | -30.37%(-25.66K) | $82.59(+114.12%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 3.28% | 44.6K | $7.6M | +23.56%(+8.51K) | $108.79(+39.32%) | 2026-03-31 | |
| XLI | SELECT SECTOR SPDR TR | 2.7% | 38.5K | $6.2M | +1.09%(+414) | $120.96(+43.54%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.61% | 20.4K | $6.0M | +2.53%(+505) | $125.90(+138.49%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 2.55% | 28.5K | $5.9M | +41.03%(+8.29K) | $166.53(+11.69%) | 2026-03-31 | |
| C | CITIGROUP INC | 2.53% | 51.5K | $5.8M | +0.51%(+260) | $49.98(+148.32%) | 2026-03-31 | |
| COP | CONOCOPHILLIPS | 2.48% | 43.3K | $5.7M | +49.44%(+14.33K) | $111.07(+5.70%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.37% | 21.6K | $5.5M | -0.36%(-77) | $139.95(+113.55%) | 2026-03-31 | |
| GEV | GE VERNOVA INC | 2.3% | 6.1K | $5.3M | +0.40%(+24) | $184.00(+477.49%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.85% | +43.72% |
| Top 20 Holdings Unweighted | +13.39% | +45.77% |
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