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CIK: 0001103653
Total reported value
$3.9B
$3.9B
2077 檔
15.1%
During the Q1 2024 filing period, MassMutual Private Wealth & Trust, FSB (CIK: 0001103653) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $3.9B across 2077 reported positions.
During Q1 2024, MassMutual Private Wealth & Trust, FSB's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 2077 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.97% | -0.21% | -0.84% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.81% | +0.17% | -0.90% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.64% | -0.29% | +0.55% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.35% | +0.08% | -10.43% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.47% | +0.12% | -1.24% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.03% | +0.01% | +353.26% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.02% | +0.10% | +3.50% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.95% | +0.16% | -1.75% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.92% | -0.07% | -8.16% | |
| 10 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.87% | +0.11% | +1.57% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.82% | +0.20% | -1.46% | |
| 12 | CVX | Chevron CORP | Stock-Energy | 1.52% | -0.43% | +4.99% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.49% | -0.08% | -0.41% | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.45% | -0.06% | -0.79% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.41% | +0.07% | -0.64% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 1.36% | — | +1.13% | |
| 17 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.18% | -0.14% | +1.80% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.16% | -0.06% | +3.61% | |
| 19 | ADBE | Adobe Inc | Stock-Tech | 1.16% | -0.03% | +0.63% | |
| 20 | ABBV | Abbvie Inc | Stock-Healthcare | 1.09% | +0.07% | -9.26% | |
| 21 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.04% | +0.30% | +90.00% | |
| 22 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.03% | -0.18% | +1.47% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.01% | +0.22% | +3.12% | |
| 24 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.01% | +0.03% | +3.00% | |
| 25 | AMP | Ameriprise Financial Inc | Stock-Financials | 1.00% | -0.04% | -0.27% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.97% | +0.08% | -10.86% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.97% | +0.06% | +8.88% | |
| 28 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.94% | -0.06% | +1.69% | |
| 29 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.91% | -0.03% | +4.99% | |
| 30 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.91% | +0.01% | +1.90% | |
| 31 | BAC | Bank Of America CORP | Stock-Financials | 0.84% | +0.05% | +5.56% | |
| 32 | CSCO | Cisco Systems Inc | Stock-Tech | 0.81% | +0.43% | +4.39% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.76% | +0.03% | -0.89% | |
| 34 | DHR | Danaher CORP | Stock-Healthcare | 0.76% | -0.01% | +5.20% | |
| 35 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.75% | -0.07% | +0.35% | |
| 36 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.74% | +0.02% | -4.82% | |
| 37 | SYK | Stryker CORP | Stock-Healthcare | 0.73% | -0.08% | +12.36% | |
| 38 | CB | Chubb Limited | Stock-Financials | 0.72% | -0.03% | +2.02% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.72% | -0.21% | +208.51% | |
| 40 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.71% | +0.19% | +1.34% | |
| 41 | RTX | Rtx CORP | Stock-Industrials | 0.70% | -0.13% | +15.45% | |
| 42 | HON | Honeywell International Inc | Stock-Industrials | 0.69% | -0.53% | EXIT | |
| 43 | FISV | Fiserv Inc | Stock-Other | 0.67% | -0.02% | +1.70% | |
| 44 | CAT | Caterpillar Inc | Stock-Industrials | 0.66% | +0.24% | -3.01% | |
| 45 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.66% | -0.41% | +2.93% | |
| 46 | BLKCHF | Blackrock Inc | Stock-Other | 0.64% | — | -4.26% | |
| 47 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.64% | -0.14% | +17.43% | |
| 48 | ECL | Ecolab Inc | Stock-Materials | 0.62% | -0.02% | +4.60% | |
| 49 | AVGO | Broadcom Inc | Stock-Tech | 0.60% | +0.26% | -1.26% | |
| 50 | LECO | Lincoln Electric Holdings | Stock-Industrials | 0.60% | -0.01% | +2.87% |
According to official SEC Form 13F filings, MassMutual Private Wealth & Trust, FSB reported a total U.S. public equity portfolio value of $3.9B across 2077 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, VO) accounted for 15.1% of total reported equity market value during Q1 2024.
During Q1 2024, MassMutual Private Wealth & Trust, FSB's top holdings by market value included MSFT (5.0%)、AAPL (3.8%)、VO (3.6%). The largest single position, MSFT, represented 5.0% of total portfolio value.
In Q1 2024, MassMutual Private Wealth & Trust, FSB made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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