MassMutual Private Wealth & Trust, FSB Q4 2025 Filing

Filed January 7, 2026

Portfolio Value

$3.9B

Holdings

2,394

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (2,394 positions)

StockValue
KOCoca-Cola Co/The
$8.4M
VOTVanguard Mid-Cap Growth ETF
$8.2M
BXBlackstone Inc
$7.9M
ABTAbbott Laboratories
$7.5M
PNCPNC Financial Services Group Inc/The
$7.3M
EMREmerson Electric Co
$7.2M
PRUPrudential Financial Inc
$6.9M
AEPAmerican Electric Power Co Inc
$6.7M
MAMastercard Inc
$6.6M
IBMInternational Business Machines Corp
$6.5M
SOSouthern Co/The
$6.5M
BLVVanguard Long-Term Bond ETF
$6.4M
BIVVanguard Intermediate-Term Bond ETF
$6.4M
CRWDCrowdstrike Holdings Inc
$6.3M
PFFiShares Preferred and Income Securities ETF
$6.3M
ENBEnbridge Inc
$6.1M
VBRVanguard Small-Cap Value ETF
$6.0M
WMBWilliams Cos Inc/The
$6.0M
PAYXPaychex Inc
$5.9M
VYMVanguard High Dividend Yield ETF
$5.8M
WCCWESCO International Inc
$5.8M
VTIVanguard Total Stock Market ETF
$5.8M
MRVLMarvell Technology Inc
$5.8M
WCNWaste Connections Inc
$5.6M
COPConocoPhillips
$5.4M
VDCVanguard Consumer Staples ETF
$5.3M
TRMBTrimble Inc
$5.3M
MCHPMicrochip Technology Inc
$5.3M
PYPLPayPal Holdings INC
$5.2M
MOAltria Group Inc
$5.2M
USBUS Bancorp
$5.1M
VLOValero Energy Corp
$5.0M
4I1Philip Morris International Inc
$5.0M
FITBFifth Third Bancorp
$4.9M
MSIMotorola Solutions Inc
$4.8M
DISWalt Disney Co/The
$4.8M
BNDVanguard Total Bond Market ETF
$4.6M
PLDPrologis Inc
$4.6M
CMECME Group Inc
$4.6M
GVIiShares Intermediate Government/Credit Bond ETF
$4.6M
ROLRollins Inc
$4.5M
TIPiShares TIPS Bond ETF
$4.4M
FQIDigital Realty Trust INC
$4.1M
CMICummins Inc
$3.9M
ICEIntercontinental Exchange Inc
$3.9M
GPCGenuine Parts Co
$3.8M
INGRIngredion Inc
$3.8M
ACWIiShares MSCI ACWI ETF
$3.7M
ALSAllstate Corp/The
$3.7M
PSAPublic Storage
$3.6M
DGXQuest Diagnostics Inc
$3.6M
SBUXStarbucks Corp
$3.5M
MARMarriott International Inc/MD
$3.5M
VDEVanguard Energy ETF
$3.5M
ZTSZoetis INC
$3.5M
ORCLOracle CORP
$3.4M
LOWLowe's Cos Inc
$3.4M
CDNSCadence Design Systems INC
$3.4M
AXPAmerican Express Co
$3.3M
JCPBJPMorgan Core Plus Bond ETF
$3.3M
TRPTC Energy Corp
$3.0M
PFEPfizer Inc
$3.0M
SYYSysco Corp
$2.9M
HBANHuntington Bancshares Inc/OH
$2.9M
SPSBState Street SPDR Portfolio Short Term Corporate Bond ETF
$2.9M
BKBank of New York Mellon Corp/The
$2.9M
GLWCorning Inc
$2.8M
DUKDuke Energy Corp
$2.8M
EZUiShares MSCI Eurozone ETF
$2.8M
AMTAmerican Tower Corp
$2.7M
DEDeere & Co
$2.7M
TFCTruist Financial Corp
$2.7M
JIREJPMorgan International Research Enhanced Equity ETF
$2.7M
WFCWells Fargo & Co
$2.6M
APDAir Products and Chemicals Inc
$2.6M
FTVFortive Corp
$2.6M
JBNDJPMorgan Active Bond ETF
$2.6M
PREFPrincipal Spectrum Preferred Securities Active ETF
$2.6M
EEMiShares MSCI Emerging Markets ETF
$2.6M
VPUVanguard Utilities ETF
$2.5M
NFLXNetflix Inc
$2.5M
COFCapital One Financial Corp
$2.5M
DOWDow Inc
$2.4M
VBVanguard Small-Cap ETF
$2.4M
AGGiShares Core U.S. Aggregate Bond ETF
$2.4M
IAU*iShares Gold Trust
$2.3M
TMUST-Mobile US INC
$2.2M
UBERUber Technologies Inc
$2.2M
MNSTMonster Beverage Corp
$2.2M
JGROJPMorgan Active Growth ETF
$2.1M
EOGEOG Resources Inc
$2.1M
PLTRPalantir Technologies Inc
$2.1M
UNHUnitedHealth Group INC
$2.1M
VAWVanguard Materials ETF
$2.1M
SCHDSchwab US Dividend Equity ETF
$2.1M
IEIiShares 3-7 Year Treasury Bond ETF
$2.1M
CMCSAComcast Corp
$2.1M
AMGNAmgen Inc
$2.0M
DSIiShares MSCI KLD 400 Social ETF
$1.9M
AMATApplied Materials Inc
$1.9M
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