MassMutual Private Wealth & Trust, FSB Q2 2025 Filing

Filed July 9, 2025

Portfolio Value

$3.8B

Holdings

2,375

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (2,375 positions)

StockValue
MSFTMicrosoft CORP
$194.1M
NVDANVIDIA Corp
$175.8M
VOVanguard Mid-Cap ETF
$147.4M
AAPLApple Inc
$146.1M
AMZNAmazon.com Inc
$106.0M
VEAVanguard FTSE Developed Markets ETF
$90.1M
JPMJPMorgan Chase & Co
$84.3M
DFASDimensional US Small Cap ETF
$75.4M
METAMeta Platforms Inc
$74.6M
GOOGLAlphabet Inc
$64.0M
AVGOBroadcom INC
$61.0M
VVisa INC
$55.5M
EFAiShares MSCI EAFE ETF
$53.0M
IJHiShares Core S&P Mid-Cap ETF
$49.2M
PGProcter & Gamble CO/THE
$46.3M
BRK/BBerkshire Hathaway Inc
$45.1M
CVXChevron CORP
$44.8M
GOOGAlphabet Inc
$43.8M
HDHome Depot Inc/The
$43.2M
CSCOCisco Systems Inc
$39.8M
WMTWalmart Inc
$38.2M
MCDMcDonald's CORP
$38.2M
A4SAmeriprise Financial Inc
$37.1M
RTXRTX Corp
$36.8M
MDYSPDR S&P MidCap 400 ETF Trust
$34.1M
VGTVanguard Information Technology ETF
$33.7M
ABBVAbbVie INC
$33.7M
BACBank of America Corp
$32.9M
IJRiShares Core S&P Small-Cap ETF
$31.4M
JNJJohnson & Johnson
$31.3M
AQLTiShares Core MSCI EAFE ETF
$30.9M
VGSHVanguard Short-Term Treasury ETF
$30.2M
CBChubb Ltd
$29.1M
PEPPepsiCo Inc
$29.0M
ORLYO'Reilly Automotive Inc
$28.3M
ADBEAdobe Inc
$27.8M
VNQVanguard Real Estate ETF
$27.3M
SYKStryker CORP
$27.1M
ECLEcolab Inc
$26.2M
NOWServiceNow Inc
$23.4M
DHRDanaher Corp
$23.2M
CATCaterpillar Inc
$23.0M
HONHoneywell International Inc
$22.2M
FISVFiserv Inc
$22.2M
BKNGBooking Holdings Inc
$21.6M
TMOThermo Fisher Scientific Inc
$21.5M
BACVerizon Communications Inc
$21.0M
NEENextEra Energy Inc
$20.8M
BLKBlackRock Inc
$20.4M
SCHOSchwab Short-Term U.S. Treasury ETF
$20.1M
ROPRoper Technologies Inc
$19.9M
LECOLincoln Electric Holdings Inc
$19.1M
ETNEaton Corp PLC
$18.0M
RMEResMed Inc
$18.0M
AVEMAvantis Emerging Markets Equity ETF
$17.9M
SCHRSchwab Intermediate-Term U.S. Treasury ETF
$17.6M
LHXL3Harris Technologies Inc
$17.4M
ACNAccenture PLC
$17.3M
VCSHVanguard Short-Term Corporate Bond ETF
$17.3M
IVViShares Core S&P 500 ETF
$16.7M
XOMExxon Mobil Corp
$16.3M
VWOVanguard FTSE Emerging Markets ETF
$15.9M
IEMGiShares Core MSCI Emerging Markets ETF
$15.8M
COSTCostco Wholesale Corp
$15.6M
AOSA O Smith Corp
$15.4M
VFHVanguard Financials ETF
$14.3M
VGITVanguard Intermediate-Term Treasury ETF
$13.6M
TSLATesla Inc
$13.4M
XYLXylem Inc/NY
$13.4M
CSLCarlisle Cos Inc
$13.4M
UNPUnion Pacific Corp
$13.0M
GSGoldman Sachs Group Inc/The
$12.8M
MRKMerck & Co Inc
$12.4M
GDXVanEck Gold Miners ETF/USA
$12.0M
VRTXVertex Pharmaceuticals Inc
$11.9M
WMWaste Management Inc
$11.8M
KMXCarMax Inc
$11.7M
DWDMorgan Stanley
$11.4M
SPGIS&P Global Inc
$10.9M
VCRVanguard Consumer Discretionary ETF
$10.8M
LMTLockheed Martin Corp
$10.7M
VCITVanguard Intermediate-Term Corporate Bond ETF
$10.7M
KOCoca-Cola Co/The
$10.5M
VHTVanguard Health Care ETF
$10.4M
VOEVanguard Mid-Cap Value ETF
$10.2M
MMITNYLI MacKay Muni Intermediate ETF
$9.9M
QCOMQualcomm INC
$9.7M
NOCNorthrop Grumman Corp
$9.6M
VISVanguard Industrials ETF
$9.5M
CRMSalesforce Inc
$9.4M
VOTVanguard Mid-Cap Growth ETF
$9.3M
VOXVanguard Communication Services ETF
$9.3M
VBKVanguard Small-Cap Growth ETF
$9.0M
VMBSVanguard Mortgage-Backed Securities ETF
$9.0M
MDTMedtronic PLC
$8.7M
ETREntergy Corp
$8.6M
GDGeneral Dynamics Corp
$8.6M
CRWDCrowdstrike Holdings Inc
$8.6M
BBUSJPMorgan BetaBuilders US Equity ETF
$8.5M
PAYXPaychex Inc
$8.5M
Page 1 of 24Next