MassMutual Private Wealth & Trust, FSB Q2 2025 Filing
Filed July 9, 2025
Portfolio Value
$3.8T
Holdings
2,375
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (2,375 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft CORP | 390,270 | $194.1B | 5.17% | |
| 2 | NVDANVIDIA Corp | 1,112,866 | $175.8B | 4.68% | |
| 3 | VOVanguard Mid-Cap ETF | 526,618 | $147.4B | 3.93% | |
| 4 | AAPLApple Inc | 711,878 | $146.1B | 3.89% | |
| 5 | AMZNAmazon.com Inc | 482,938 | $106.0B | 2.82% | |
| 6 | VEAVanguard FTSE Developed Markets ETF | 1,580,727 | $90.1B | 2.40% | |
| 7 | JPMJPMorgan Chase & Co | 290,889 | $84.3B | 2.25% | |
| 8 | DFASDimensional US Small Cap ETF | 1,183,712 | $75.4B | 2.01% | |
| 9 | METAMeta Platforms Inc | 101,088 | $74.6B | 1.99% | |
| 10 | GOOGLAlphabet Inc | 363,026 | $64.0B | 1.70% | |
| 11 | AVGOBroadcom INC | 221,360 | $61.0B | 1.63% | |
| 12 | VVisa INC | 156,190 | $55.5B | 1.48% | |
| 13 | EFAiShares MSCI EAFE ETF | 593,386 | $53.0B | 1.41% | |
| 14 | IJHiShares Core S&P Mid-Cap ETF | 792,742 | $49.2B | 1.31% | |
| 15 | PGProcter & Gamble CO/THE | 290,725 | $46.3B | 1.23% | |
| 16 | BRK/BBerkshire Hathaway Inc | 92,774 | $45.1B | 1.20% | |
| 17 | CVXChevron CORP | 313,011 | $44.8B | 1.19% | |
| 18 | GOOGAlphabet Inc | 247,020 | $43.8B | 1.17% | |
| 19 | HDHome Depot Inc/The | 117,708 | $43.2B | 1.15% | |
| 20 | CSCOCisco Systems Inc | 573,700 | $39.8B | 1.06% | |
| 21 | WMTWalmart Inc | 390,809 | $38.2B | 1.02% | |
| 22 | MCDMcDonald's CORP | 130,761 | $38.2B | 1.02% | |
| 23 | A4SAmeriprise Financial Inc | 69,517 | $37.1B | 0.99% | |
| 24 | RTXRTX Corp | 251,903 | $36.8B | 0.98% | |
| 25 | MDYSPDR S&P MidCap 400 ETF Trust | 60,125 | $34.1B | 0.91% | |
| 26 | VGTVanguard Information Technology ETF | 50,866 | $33.7B | 0.90% | |
| 27 | ABBVAbbVie INC | 181,339 | $33.7B | 0.90% | |
| 28 | BACBank of America Corp | 694,264 | $32.9B | 0.88% | |
| 29 | IJRiShares Core S&P Small-Cap ETF | 287,210 | $31.4B | 0.84% | |
| 30 | JNJJohnson & Johnson | 205,088 | $31.3B | 0.83% | |
| 31 | AQLTiShares Core MSCI EAFE ETF | 369,596 | $30.9B | 0.82% | |
| 32 | VGSHVanguard Short-Term Treasury ETF | 513,904 | $30.2B | 0.80% | |
| 33 | CBChubb Ltd | 100,298 | $29.1B | 0.77% | |
| 34 | PEPPepsiCo Inc | 219,682 | $29.0B | 0.77% | |
| 35 | ORLYO'Reilly Automotive Inc | 314,267 | $28.3B | 0.75% | |
| 36 | ADBEAdobe Inc | 71,951 | $27.8B | 0.74% | |
| 37 | VNQVanguard Real Estate ETF | 305,984 | $27.3B | 0.73% | |
| 38 | SYKStryker CORP | 68,562 | $27.1B | 0.72% | |
| 39 | ECLEcolab Inc | 97,403 | $26.2B | 0.70% | |
| 40 | NOWServiceNow Inc | 22,716 | $23.4B | 0.62% | |
| 41 | DHRDanaher Corp | 117,426 | $23.2B | 0.62% | |
| 42 | CATCaterpillar Inc | 59,158 | $23.0B | 0.61% | |
| 43 | HONHoneywell International Inc | 95,513 | $22.2B | 0.59% | |
| 44 | FISVFiserv Inc | 128,862 | $22.2B | 0.59% | |
| 45 | BKNGBooking Holdings Inc | 3,737 | $21.6B | 0.58% | |
| 46 | TMOThermo Fisher Scientific Inc | 53,144 | $21.5B | 0.57% | |
| 47 | BACVerizon Communications Inc | 484,342 | $21.0B | 0.56% | |
| 48 | NEENextEra Energy Inc | 299,846 | $20.8B | 0.55% | |
| 49 | BLKBlackRock Inc | 19,421 | $20.4B | 0.54% | |
| 50 | SCHOSchwab Short-Term U.S. Treasury ETF | 824,418 | $20.1B | 0.54% | |
| 51 | ROPRoper Technologies Inc | 35,100 | $19.9B | 0.53% | |
| 52 | LECOLincoln Electric Holdings Inc | 92,276 | $19.1B | 0.51% | |
| 53 | ETNEaton Corp PLC | 50,543 | $18.0B | 0.48% | |
| 54 | RMEResMed Inc | 69,886 | $18.0B | 0.48% | |
| 55 | AVEMAvantis Emerging Markets Equity ETF | 261,277 | $17.9B | 0.48% | |
| 56 | SCHRSchwab Intermediate-Term U.S. Treasury ETF | 704,762 | $17.6B | 0.47% | |
| 57 | LHXL3Harris Technologies Inc | 69,255 | $17.4B | 0.46% | |
| 58 | ACNAccenture PLC | 57,932 | $17.3B | 0.46% | |
| 59 | VCSHVanguard Short-Term Corporate Bond ETF | 217,701 | $17.3B | 0.46% | |
| 60 | IVViShares Core S&P 500 ETF | 26,898 | $16.7B | 0.44% | |
| 61 | XOMExxon Mobil Corp | 151,428 | $16.3B | 0.43% | |
| 62 | VWOVanguard FTSE Emerging Markets ETF | 321,273 | $15.9B | 0.42% | |
| 63 | IEMGiShares Core MSCI Emerging Markets ETF | 263,939 | $15.8B | 0.42% | |
| 64 | COSTCostco Wholesale Corp | 15,777 | $15.6B | 0.42% | |
| 65 | AOSA O Smith Corp | 234,202 | $15.4B | 0.41% | |
| 66 | VFHVanguard Financials ETF | 112,498 | $14.3B | 0.38% | |
| 67 | VGITVanguard Intermediate-Term Treasury ETF | 227,091 | $13.6B | 0.36% | |
| 68 | TSLATesla Inc | 42,339 | $13.4B | 0.36% | |
| 69 | XYLXylem Inc/NY | 103,494 | $13.4B | 0.36% | |
| 70 | CSLCarlisle Cos Inc | 35,795 | $13.4B | 0.36% | |
| 71 | UNPUnion Pacific Corp | 56,588 | $13.0B | 0.35% | |
| 72 | GSGoldman Sachs Group Inc/The | 18,143 | $12.8B | 0.34% | |
| 73 | MRKMerck & Co Inc | 157,068 | $12.4B | 0.33% | |
| 74 | GDXVanEck Gold Miners ETF/USA | 230,731 | $12.0B | 0.32% | |
| 75 | VRTXVertex Pharmaceuticals Inc | 26,791 | $11.9B | 0.32% | |
| 76 | WMWaste Management Inc | 51,567 | $11.8B | 0.31% | |
| 77 | KMXCarMax Inc | 174,273 | $11.7B | 0.31% | |
| 78 | DWDMorgan Stanley | 80,801 | $11.4B | 0.30% | |
| 79 | SPGIS&P Global Inc | 20,579 | $10.9B | 0.29% | |
| 80 | VCRVanguard Consumer Discretionary ETF | 29,696 | $10.8B | 0.29% | |
| 81 | LMTLockheed Martin Corp | 23,188 | $10.7B | 0.29% | |
| 82 | VCITVanguard Intermediate-Term Corporate Bond ETF | 129,398 | $10.7B | 0.29% | |
| 83 | KOCoca-Cola Co/The | 148,640 | $10.5B | 0.28% | |
| 84 | VHTVanguard Health Care ETF | 41,943 | $10.4B | 0.28% | |
| 85 | VOEVanguard Mid-Cap Value ETF | 61,740 | $10.2B | 0.27% | |
| 86 | MMITNYLI MacKay Muni Intermediate ETF | 417,115 | $9.9B | 0.27% | |
| 87 | QCOMQualcomm INC | 61,080 | $9.7B | 0.26% | |
| 88 | NOCNorthrop Grumman Corp | 19,108 | $9.6B | 0.25% | |
| 89 | VISVanguard Industrials ETF | 33,743 | $9.5B | 0.25% | |
| 90 | CRMSalesforce Inc | 34,290 | $9.4B | 0.25% | |
| 91 | VOTVanguard Mid-Cap Growth ETF | 32,745 | $9.3B | 0.25% | |
| 92 | VOXVanguard Communication Services ETF | 54,127 | $9.3B | 0.25% | |
| 93 | VBKVanguard Small-Cap Growth ETF | 32,621 | $9.0B | 0.24% | |
| 94 | VMBSVanguard Mortgage-Backed Securities ETF | 193,283 | $9.0B | 0.24% | |
| 95 | MDTMedtronic PLC | 99,496 | $8.7B | 0.23% | |
| 96 | ETREntergy Corp | 103,436 | $8.6B | 0.23% | |
| 97 | GDGeneral Dynamics Corp | 29,454 | $8.6B | 0.23% | |
| 98 | CRWDCrowdstrike Holdings Inc | 16,863 | $8.6B | 0.23% | |
| 99 | BBUSJPMorgan BetaBuilders US Equity ETF | 76,264 | $8.5B | 0.23% | |
| 100 | PAYXPaychex Inc | 58,507 | $8.5B | 0.23% |
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