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
JAZZJazz Pharmaceuticals PLC
$1.9M
MNSTMonster Beverage Corp
$1.9M
FTNTFortinet Inc
$1.9M
BBINJPMorgan BetaBuilders International Equity ETF
$1.9M
IAU*iShares Gold Trust
$1.8M
IWMiShares Russell 2000 ETF
$1.8M
ELFelf Beauty Inc
$1.8M
AMGNAmgen Inc
$1.8M
DSIiShares MSCI KLD 400 Social ETF
$1.7M
PLTRPalantir Technologies Inc
$1.7M
IWRiShares Russell Mid-Cap ETF
$1.7M
JAVAJPMorgan Active Value ETF
$1.7M
SPHDInvesco S&P 500 High Dividend Low Volatility ETF
$1.6M
SLBSchlumberger NV
$1.6M
INTUIntuit Inc
$1.5M
SCHGSchwab U.S. Large-Cap Growth ETF
$1.5M
WYNNWynn Resorts Ltd
$1.5M
JIREJPMorgan International Research Enhanced Equity ETF
$1.5M
LBRDALiberty Broadband Corp
$1.4M
LULULululemon Athletica Inc
$1.4M
GEGE Aerospace Com
$1.3M
TJXTJX Cos Inc/The
$1.3M
ILFiShares Latin America 40 ETF
$1.3M
IJKiShares S&P Mid-Cap 400 Growth ETF
$1.3M
BSVVanguard Short-Term Bond ETF
$1.3M
JPIEJPMorgan Income ETF
$1.3M
ADSKAutodesk Inc
$1.3M
IGSBiShares 1-5 Year Investment Grade Corporate Bond ETF
$1.2M
TAT&T Inc
$1.2M
MUBiShares National Muni Bond ETF
$1.2M
EWJiShares MSCI Japan ETF
$1.2M
IWFiShares Russell 1000 Growth ETF
$1.1M
ANFAbercrombie & Fitch Co
$1.1M
MIGAMicroStrategy Inc
$1.1M
SPLVInvesco S&P 500 Low Volatility ETF
$1.1M
PXHInvesco RAFI Emerging Markets ETF
$1.1M
XMLVInvesco S&P MidCap Low Volatility ETF
$1.1M
NEMNewmont Corp
$1.1M
XLKTechnology Select Sector SPDR Fund
$1.0M
ORealty Income Corp
$1.0M
INSPInspire Medical Systems Inc
$1.0M
TLHiShares 10-20 Year Treasury Bond ETF
$1.0M
SPIBSPDR Portfolio Intermediate Term Corporate Bond ETF
$1.0M
SCHDSchwab US Dividend Equity ETF
$1.0M
BILSPDR Bloomberg 1-3 Month T-Bill ETF
$1.0M
ADXAdams Diversified Equity Fund Inc
$964K
AFLAflac Inc
$936K
SUBiShares Short-Term National Muni Bond ETF
$930K
IWBiShares Russell 1000 ETF
$923K
IWNiShares Russell 2000 Value ETF
$922K
IJJiShares S&P Mid-Cap 400 Value ETF
$918K
LINLinde PLC
$916K
ROKRockwell Automation Inc
$916K
WATWaters Corp
$915K
MRSHMarsh & McLennan Cos Inc
$900K
MTBM&T Bank Corp
$897K
ADPAutomatic Data Processing Inc
$896K
VIGVanguard Dividend Appreciation ETF
$893K
SCHBSchwab US Broad Market ETF
$863K
SCHVSchwab U.S. Large-Cap Value ETF
$857K
GILDGilead Sciences Inc
$856K
ITGartner Inc
$855K
XJHiShares ESG Select Screened S&P Mid-Cap ETF
$850K
IWDiShares Russell 1000 Value ETF
$845K
FANGDiamondback Energy Inc
$840K
BABoeing Co/The
$836K
AMDAdvanced Micro Devices Inc
$826K
IEFiShares 7-10 Year Treasury Bond ETF
$817K
DPZDomino's Pizza Inc
$808K
ESGEiShares ESG Aware MSCI EM ETF
$803K
EWCiShares MSCI Canada ETF
$797K
GEVGE Vernova Inc
$780K
PGXInvesco Preferred ETF
$780K
CHDChurch & Dwight Co Inc
$779K
NDQInvesco QQQ Trust Series 1
$775K
CSXCSX Corp
$774K
APHAmphenol Corp
$770K
ISRGIntuitive Surgical Inc
$766K
IRMIron Mountain Inc
$763K
EPPiShares MSCI Pacific ex Japan ETF
$756K
MMM3M Co
$756K
TRVCCitigroup Inc
$730K
BRK-BBerkshire Hathaway Inc
$729K
FLMIFranklin Dynamic Municipal Bond ETF
$722K
JEMAJPMorgan ActiveBuilders Emerging Markets Equity ETF
$716K
PSXPhillips 66
$704K
QQLVInvesco S&P 500 Enhanced Value ETF
$701K
RALRalliant Corp
$687K
ITMVanEck Intermediate Muni ETF
$681K
PGRProgressive Corp/The
$673K
AMLPAlerian MLP ETF
$670K
EQIXEquinix Inc
$665K
MLMMartin Marietta Materials Inc
$661K
BSXBoston Scientific Corp
$659K
NSCNorfolk Southern Corp
$638K
MCKMcKesson Corp
$632K
MDLZMondelez International Inc
$619K
SCHWCharles Schwab Corp/The
$596K
VTESVanguard Short-Term Tax-Exempt Bond ETF
$586K
EWYiShares MSCI South Korea ETF
$586K
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