MassMutual Private Wealth & Trust, FSB Q1 2025 Filing
Filed April 1, 2025
Portfolio Value
$3.5T
Holdings
2,387
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (2,387 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLApple Inc | 705,114 | $156.6B | 4.53% | |
| 2 | MSFTMicrosoft CORP | 387,654 | $145.5B | 4.21% | |
| 3 | VOVanguard Mid-Cap ETF | 516,860 | $133.7B | 3.87% | |
| 4 | NVDANVIDIA Corp | 1,134,741 | $123.0B | 3.56% | |
| 5 | AMZNAmazon.com Inc | 476,826 | $90.7B | 2.62% | |
| 6 | VEAVanguard FTSE Developed Markets ETF | 1,536,401 | $78.1B | 2.26% | |
| 7 | JPMJPMorgan Chase & Co | 298,529 | $73.2B | 2.12% | |
| 8 | DFASDimensional US Small Cap ETF | 1,158,703 | $69.2B | 2.00% | |
| 9 | METAMeta Platforms Inc | 99,296 | $57.2B | 1.66% | |
| 10 | GOOGLAlphabet Inc | 365,438 | $56.5B | 1.63% | |
| 11 | VVisa INC | 158,884 | $55.7B | 1.61% | |
| 12 | CVXChevron CORP | 316,338 | $52.9B | 1.53% | |
| 13 | PGProcter & Gamble CO/THE | 293,480 | $50.0B | 1.45% | |
| 14 | BRK/BBerkshire Hathaway Inc | 92,197 | $49.1B | 1.42% | |
| 15 | IJHiShares Core S&P Mid-Cap ETF | 827,556 | $48.3B | 1.40% | |
| 16 | EFAiShares MSCI EAFE ETF | 550,387 | $45.0B | 1.30% | |
| 17 | HDHome Depot Inc/The | 117,062 | $42.9B | 1.24% | |
| 18 | MCDMcDonald's CORP | 130,092 | $40.6B | 1.18% | |
| 19 | ABBVAbbVie INC | 188,357 | $39.5B | 1.14% | |
| 20 | GOOGAlphabet Inc | 243,464 | $38.0B | 1.10% | |
| 21 | CSCOCisco Systems Inc | 568,076 | $35.1B | 1.01% | |
| 22 | WMTWalmart Inc | 394,187 | $34.6B | 1.00% | |
| 23 | AVGOBroadcom INC | 206,671 | $34.6B | 1.00% | |
| 24 | A4SAmeriprise Financial Inc | 70,158 | $34.0B | 0.98% | |
| 25 | JNJJohnson & Johnson | 204,090 | $33.8B | 0.98% | |
| 26 | RTXRTX Corp | 252,463 | $33.4B | 0.97% | |
| 27 | PEPPepsiCo Inc | 217,985 | $32.7B | 0.95% | |
| 28 | MDYSPDR S&P MidCap 400 ETF Trust | 60,252 | $32.1B | 0.93% | |
| 29 | ORLYO'Reilly Automotive Inc | 21,543 | $30.9B | 0.89% | |
| 30 | CBChubb Ltd | 99,311 | $30.0B | 0.87% | |
| 31 | BACBank of America Corp | 704,029 | $29.4B | 0.85% | |
| 32 | FISVFiserv Inc | 130,496 | $28.8B | 0.83% | |
| 33 | IJRiShares Core S&P Small-Cap ETF | 267,598 | $28.0B | 0.81% | |
| 34 | ADBEAdobe Inc | 72,002 | $27.6B | 0.80% | |
| 35 | VNQVanguard Real Estate ETF | 296,335 | $26.8B | 0.78% | |
| 36 | AQLTiShares Core MSCI EAFE ETF | 352,761 | $26.7B | 0.77% | |
| 37 | VGSHVanguard Short-Term Treasury ETF | 447,318 | $26.3B | 0.76% | |
| 38 | VGTVanguard Information Technology ETF | 48,243 | $26.2B | 0.76% | |
| 39 | SYKStryker CORP | 69,294 | $25.8B | 0.75% | |
| 40 | TMOThermo Fisher Scientific Inc | 51,760 | $25.8B | 0.74% | |
| 41 | ECLEcolab Inc | 96,038 | $24.3B | 0.70% | |
| 42 | DHRDanaher Corp | 109,208 | $22.4B | 0.65% | |
| 43 | BACVerizon Communications Inc | 469,061 | $21.3B | 0.62% | |
| 44 | HONHoneywell International Inc | 98,346 | $20.8B | 0.60% | |
| 45 | ROPRoper Technologies Inc | 34,833 | $20.5B | 0.59% | |
| 46 | NEENextEra Energy Inc | 286,162 | $20.3B | 0.59% | |
| 47 | SCHOSchwab Short-Term U.S. Treasury ETF | 831,426 | $20.2B | 0.59% | |
| 48 | CATCaterpillar Inc | 57,517 | $19.0B | 0.55% | |
| 49 | BLKBlackrock Inc | 20,004 | $18.9B | 0.55% | |
| 50 | ACNAccenture PLC | 57,278 | $17.9B | 0.52% | |
| 51 | SCHRSchwab Intermediate-Term U.S. Treasury ETF | 710,774 | $17.7B | 0.51% | |
| 52 | XOMExxon Mobil Corp | 147,054 | $17.5B | 0.51% | |
| 53 | BKNGBooking Holdings Inc | 3,778 | $17.4B | 0.50% | |
| 54 | LECOLincoln Electric Holdings Inc | 89,314 | $16.9B | 0.49% | |
| 55 | VCSHVanguard Short-Term Corporate Bond ETF | 213,837 | $16.9B | 0.49% | |
| 56 | UNHUnitedHealth Group INC | 31,542 | $16.5B | 0.48% | |
| 57 | RMEResMed Inc | 68,739 | $15.4B | 0.45% | |
| 58 | AVEMAvantis Emerging Markets Equity ETF | 250,620 | $15.1B | 0.44% | |
| 59 | AOSA O Smith Corp | 227,366 | $14.9B | 0.43% | |
| 60 | COSTCostco Wholesale Corp | 15,611 | $14.8B | 0.43% | |
| 61 | IVViShares Core S&P 500 ETF | 26,041 | $14.6B | 0.42% | |
| 62 | VWOVanguard FTSE Emerging Markets ETF | 319,944 | $14.5B | 0.42% | |
| 63 | NOCNorthrop Grumman Corp | 27,982 | $14.3B | 0.41% | |
| 64 | LHXL3Harris Technologies Inc | 67,294 | $14.1B | 0.41% | |
| 65 | NOWServiceNow Inc | 17,681 | $14.1B | 0.41% | |
| 66 | MRKMerck & Co Inc | 153,317 | $13.8B | 0.40% | |
| 67 | UNPUnion Pacific Corp | 55,763 | $13.2B | 0.38% | |
| 68 | VFHVanguard Financials ETF | 108,920 | $13.0B | 0.38% | |
| 69 | KMXCarMax Inc | 164,346 | $12.8B | 0.37% | |
| 70 | WMWaste Management Inc | 52,815 | $12.2B | 0.35% | |
| 71 | KOCoca-Cola Co/The | 167,674 | $12.0B | 0.35% | |
| 72 | XYLXylem Inc/NY | 92,581 | $11.1B | 0.32% | |
| 73 | TSLATesla Inc | 41,541 | $10.8B | 0.31% | |
| 74 | VHTVanguard Health Care ETF | 40,567 | $10.7B | 0.31% | |
| 75 | GDXVanEck Gold Miners ETF/USA | 233,356 | $10.7B | 0.31% | |
| 76 | ETNEaton Corp PLC | 39,359 | $10.7B | 0.31% | |
| 77 | VOEVanguard Mid-Cap Value ETF | 65,486 | $10.5B | 0.30% | |
| 78 | LMTLockheed Martin Corp | 23,367 | $10.4B | 0.30% | |
| 79 | CMCSAComcast Corp | 282,606 | $10.4B | 0.30% | |
| 80 | GSGoldman Sachs Group Inc/The | 19,004 | $10.4B | 0.30% | |
| 81 | VGITVanguard Intermediate-Term Treasury ETF | 172,433 | $10.2B | 0.30% | |
| 82 | VCITVanguard Intermediate-Term Corporate Bond ETF | 124,916 | $10.2B | 0.30% | |
| 83 | IEMGiShares Core MSCI Emerging Markets ETF | 181,042 | $9.8B | 0.28% | |
| 84 | ETREntergy Corp | 113,798 | $9.7B | 0.28% | |
| 85 | QCOMQualcomm INC | 62,271 | $9.6B | 0.28% | |
| 86 | VCRVanguard Consumer Discretionary ETF | 28,960 | $9.4B | 0.27% | |
| 87 | DWDMorgan Stanley | 80,521 | $9.4B | 0.27% | |
| 88 | PAYXPaychex Inc | 59,660 | $9.2B | 0.27% | |
| 89 | MDTMedtronic PLC | 100,468 | $9.0B | 0.26% | |
| 90 | VMBSVanguard Mortgage-Backed Securities ETF | 192,647 | $8.9B | 0.26% | |
| 91 | CRMSalesforce Inc | 32,807 | $8.8B | 0.25% | |
| 92 | BBUSJPMorgan BetaBuilders US Equity ETF | 86,663 | $8.7B | 0.25% | |
| 93 | VBKVanguard Small-Cap Growth ETF | 34,574 | $8.7B | 0.25% | |
| 94 | ABTAbbott Laboratories | 64,094 | $8.5B | 0.25% | |
| 95 | VOTVanguard Mid-Cap Growth ETF | 34,404 | $8.4B | 0.24% | |
| 96 | VISVanguard Industrials ETF | 33,357 | $8.3B | 0.24% | |
| 97 | VRTXVertex Pharmaceuticals Inc | 17,016 | $8.2B | 0.24% | |
| 98 | GDGeneral Dynamics Corp | 29,799 | $8.1B | 0.23% | |
| 99 | MSIMotorola Solutions Inc | 18,072 | $7.9B | 0.23% | |
| 100 | DOWDow Inc | 226,096 | $7.9B | 0.23% |
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