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CIK: 0001103653
Total reported value
$3.9B
$3.9B
2159 檔
17.4%
As reported in its official Q2 2024 Form 13F filing, MassMutual Private Wealth & Trust, FSB's tracked investment portfolio stood at $3.9B with 2159 total positions.
During Q2 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 2159 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.16% | -0.21% | +0.36% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.68% | +0.17% | +2.54% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.42% | +0.08% | +889.66% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.47% | -0.29% | +1.04% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.70% | +0.12% | +4.49% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.10% | +0.20% | -2.01% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.97% | +0.10% | +1.52% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.92% | +0.16% | +0.16% | |
| 9 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.80% | +0.11% | +2.49% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.75% | +0.01% | -8.18% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.66% | -0.07% | -9.90% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.53% | -0.08% | +1.36% | |
| 13 | CVX | Chevron CORP | Stock-Energy | 1.49% | -0.43% | +1.43% | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.46% | -0.06% | +1.00% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.30% | +0.07% | +0.33% | |
| 16 | ADBE | Adobe Inc | Stock-Tech | 1.24% | -0.03% | +0.13% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.22% | +0.22% | +3.04% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 1.20% | — | +0.32% | |
| 19 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.09% | -0.14% | +0.62% | |
| 20 | ABBV | Abbvie Inc | Stock-Healthcare | 1.01% | +0.07% | +0.81% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.99% | -0.06% | -5.23% | |
| 22 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.98% | +0.03% | +3.24% | |
| 23 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.95% | -0.06% | +3.15% | |
| 24 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.95% | -0.18% | +3.78% | |
| 25 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.94% | -0.04% | -1.19% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.92% | +0.06% | +0.59% | |
| 27 | BAC | Bank Of America CORP | Stock-Financials | 0.87% | +0.05% | +1.54% | |
| 28 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.84% | -0.03% | +0.17% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.83% | +0.26% | +17.73% | |
| 30 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.83% | +0.30% | -18.22% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.82% | -0.21% | +3.33% | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.81% | +0.03% | +5.15% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.80% | +0.08% | -12.74% | |
| 34 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.77% | +0.19% | +1.68% | |
| 35 | CSCO | Cisco Systems Inc | Stock-Tech | 0.77% | +0.43% | +3.02% | |
| 36 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.75% | +0.02% | +0.58% | |
| 37 | DHR | Danaher CORP | Stock-Healthcare | 0.75% | -0.01% | +1.36% | |
| 38 | RTX | Rtx CORP | Stock-Industrials | 0.71% | -0.13% | +1.43% | |
| 39 | CB | Chubb Limited | Stock-Financials | 0.70% | -0.03% | +0.30% | |
| 40 | HON | Honeywell International Inc | Stock-Industrials | 0.70% | -0.53% | EXIT | |
| 41 | SYK | Stryker CORP | Stock-Healthcare | 0.68% | -0.08% | +1.03% | |
| 42 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.67% | -0.07% | -1.60% | |
| 43 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.63% | -0.41% | +1.94% | |
| 44 | ECL | Ecolab Inc | Stock-Materials | 0.62% | -0.02% | +0.72% | |
| 45 | FISV | Fiserv Inc | Stock-Other | 0.61% | -0.02% | -0.85% | |
| 46 | BLKCHF | Blackrock Inc | Stock-Other | 0.58% | — | -2.80% | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.57% | +0.08% | +6.98% | |
| 48 | CAT | Caterpillar Inc | Stock-Industrials | 0.57% | +0.24% | -2.63% | |
| 49 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.55% | -0.14% | -8.96% | |
| 50 | ROP | Roper Technologies Inc | Stock-Tech | 0.55% | -0.04% | +0.90% |
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 2159 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, NVDA) accounted for 17.4% of total reported equity market value during Q2 2024.
During Q2 2024, MassMutual Private Wealth & Trust, FSB's top holdings by market value included MSFT (5.2%)、AAPL (4.7%)、NVDA (4.4%). The largest single position, MSFT, represented 5.2% of total portfolio value.
In Q2 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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