MassMutual Private Wealth & Trust, FSB Q1 2025 Filing

Filed April 1, 2025

Portfolio Value

$3.5B

Holdings

2,387

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (2,387 positions)

StockValue
ELFelf Beauty Inc
$1.9M
VAWVanguard Materials ETF
$1.9M
UBERUber Technologies Inc
$1.9M
DUKDuke Energy Corp
$1.9M
HBANHuntington Bancshares Inc/OH
$1.8M
TRMBTrimble Inc
$1.8M
JAVAJPMorgan Active Value ETF
$1.8M
BBINJPMorgan BetaBuilders International Equity ETF
$1.8M
IAU*iShares Gold Trust
$1.8M
MNSTMonster Beverage Corp
$1.7M
TXNTexas Instruments Inc
$1.7M
COFCapital One Financial Corp
$1.7M
ITMVanEck Intermediate Muni ETF
$1.6M
SPHDInvesco S&P 500 High Dividend Low Volatility ETF
$1.6M
EZUiShares MSCI Eurozone ETF
$1.6M
SHMSPDR Nuveen Bloomberg Short Term Municipal Bond ETF
$1.6M
JPIEJPMorgan Income ETF
$1.6M
JGROJPMorgan Active Growth ETF
$1.6M
EWEdwards Lifesciences Corp
$1.6M
INSPInspire Medical Systems Inc
$1.5M
DSIiShares MSCI KLD 400 Social ETF
$1.5M
JJacobs Solutions Inc
$1.5M
IWMiShares Russell 2000 ETF
$1.5M
TLHiShares 10-20 Year Treasury Bond ETF
$1.4M
WDAYWorkday Inc
$1.4M
INTUIntuit Inc
$1.3M
TJXTJX Cos Inc/The
$1.3M
BBHYJPMorgan BetaBuilders USD High Yield Corporate Bond ETF
$1.3M
MUBiShares National Muni Bond ETF
$1.3M
LBRDALiberty Broadband Corp
$1.2M
BSVVanguard Short-Term Bond ETF
$1.2M
SPIBSPDR Portfolio Intermediate Term Corporate Bond ETF
$1.2M
SCHGSchwab U.S. Large-Cap Growth ETF
$1.2M
IJKiShares S&P Mid-Cap 400 Growth ETF
$1.2M
EWJiShares MSCI Japan ETF
$1.2M
WATWaters Corp
$1.1M
SPLVInvesco S&P 500 Low Volatility ETF
$1.1M
HYSPIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
$1.1M
JIREJPMorgan International Research Enhanced Equity ETF
$1.1M
ADSKAutodesk Inc
$1.1M
ORealty Income Corp
$1.0M
GEGE Aerospace Com
$1.0M
XMLVInvesco S&P MidCap Low Volatility ETF
$1.0M
IWFiShares Russell 1000 Growth ETF
$1.0M
WYNNWynn Resorts Ltd
$1.0M
ILFiShares Latin America 40 ETF
$988K
AFLAflac Inc
$981K
FANGDiamondback Energy Inc
$974K
FLMIFranklin Dynamic Municipal Bond ETF
$972K
MRSHMarsh & McLennan COS INC
$958K
TAT&T Inc
$956K
ITGartner Inc
$938K
IWBiShares Russell 1000 ETF
$926K
CHDChurch & Dwight Co Inc
$923K
IWNiShares Russell 2000 Value ETF
$893K
ADPAutomatic Data Processing Inc
$892K
IJJiShares S&P Mid-Cap 400 Value ETF
$890K
XJHiShares ESG Select Screened S&P Mid-Cap ETF
$856K
GILDGilead Sciences Inc
$852K
VIGVanguard Dividend Appreciation ETF
$850K
PXHInvesco RAFI Emerging Markets ETF
$840K
LINLinde PLC
$833K
DPZDomino's Pizza Inc
$832K
SCHBSchwab US Broad Market ETF
$831K
XLKTechnology Select Sector SPDR Fund
$827K
ADXAdams Diversified Equity Fund Inc
$825K
MTBM&T Bank Corp
$820K
IEFiShares 7-10 Year Treasury Bond ETF
$819K
IGSBiShares 1-5 Year Investment Grade Corporate Bond ETF
$808K
BILSPDR Bloomberg 1-3 Month T-Bill ETF
$803K
IWDiShares Russell 1000 Value ETF
$800K
BRK-BBerkshire Hathaway Inc
$798K
MIGAMicroStrategy Inc
$790K
ROKRockwell Automation Inc
$783K
ANFAbercrombie & Fitch Co
$775K
IWRiShares Russell Mid-Cap ETF
$768K
SCHVSchwab U.S. Large-Cap Value ETF
$760K
PSXPhillips 66
$749K
MMM3M Co
$741K
EWCiShares MSCI Canada ETF
$736K
FDXFedEx Corp
$727K
SUBiShares Short-Term National Muni Bond ETF
$711K
BABInvesco Taxable Municipal Bond
$708K
CCELCryo-Cell International Inc
$707K
EPPiShares MSCI Pacific ex Japan ETF
$704K
ESGEiShares ESG Aware MSCI EM ETF
$703K
PGRProgressive Corp/The
$699K
BABoeing Co/The
$696K
PGXInvesco Preferred ETF
$682K
AMLPAlerian MLP ETF
$676K
JEMAJPMorgan ActiveBuilders Emerging Markets Equity ETF
$675K
CSXCSX Corp
$671K
EQIXEquinix Inc
$669K
QQLVInvesco S&P 500 Enhanced Value ETF
$661K
PLTRPalantir Technologies Inc
$650K
TRVCCitigroup Inc
$639K
BSXBoston Scientific Corp
$638K
MDLZMondelez International Inc
$633K
ISRGIntuitive Surgical Inc
$622K
RGAReinsurance Group of America Inc
$615K
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