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CIK: 0001103653
Total reported value
$3.9B
$3.9B
2165 檔
17.8%
The Q3 2024 SEC filing reveals that MassMutual Private Wealth & Trust, FSB held a total portfolio value of $3.9B, covering 2165 public equity positions.
During Q3 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 2165 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.79% | +0.17% | -1.38% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.64% | -0.21% | -0.58% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.04% | +0.08% | -0.91% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.65% | -0.29% | +2.83% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.49% | +0.12% | +1.91% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.03% | +0.10% | +2.97% | |
| 7 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.89% | +0.11% | +3.40% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.88% | +0.16% | -0.16% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.71% | +0.20% | -4.96% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.63% | +0.01% | -6.60% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.62% | -0.08% | -0.58% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.53% | -0.07% | -7.72% | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.43% | -0.06% | -0.27% | |
| 14 | CVX | Chevron CORP | Stock-Energy | 1.34% | -0.43% | +1.77% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 1.34% | — | +1.12% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.28% | +0.07% | +0.52% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.15% | -0.06% | +10.79% | |
| 18 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.09% | -0.18% | +2.50% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.08% | +0.22% | +3.46% | |
| 20 | ABBV | Abbvie Inc | Stock-Healthcare | 1.08% | +0.07% | -0.96% | |
| 21 | ADBE | Adobe Inc | Stock-Tech | 1.08% | -0.03% | -0.72% | |
| 22 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.05% | -0.14% | -0.20% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.00% | +0.06% | +2.16% | |
| 24 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.99% | -0.04% | +2.64% | |
| 25 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.99% | +0.03% | +1.68% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.93% | -0.21% | +1.76% | |
| 27 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.92% | -0.06% | +2.13% | |
| 28 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.91% | -0.03% | +2.28% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.86% | +0.26% | +919.36% | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.85% | +0.03% | +3.71% | |
| 31 | RTX | Rtx CORP | Stock-Industrials | 0.83% | -0.13% | +2.60% | |
| 32 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.82% | +0.02% | +1.63% | |
| 33 | CSCO | Cisco Systems Inc | Stock-Tech | 0.82% | +0.43% | +1.27% | |
| 34 | DHR | Danaher CORP | Stock-Healthcare | 0.80% | -0.01% | +2.37% | |
| 35 | BAC | Bank Of America CORP | Stock-Financials | 0.79% | +0.05% | -2.37% | |
| 36 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.77% | +0.19% | +4.49% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.77% | +0.08% | -6.55% | |
| 38 | CB | Chubb Limited | Stock-Financials | 0.76% | -0.03% | +2.99% | |
| 39 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.72% | -0.41% | +3.48% | |
| 40 | SYK | Stryker CORP | Stock-Healthcare | 0.71% | -0.08% | +4.46% | |
| 41 | FISV | Fiserv Inc | Stock-Other | 0.70% | -0.02% | +2.42% | |
| 42 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.70% | -0.07% | +1.79% | |
| 43 | ECL | Ecolab Inc | Stock-Materials | 0.65% | -0.02% | +3.61% | |
| 44 | HON | Honeywell International Inc | Stock-Industrials | 0.63% | -0.53% | EXIT | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.63% | +0.24% | -0.04% | |
| 46 | NEE | Nextera Energy Inc | Stock-Utilities | 0.62% | -0.10% | +3.85% | |
| 47 | BLKCHF | Blackrock Inc | Stock-Other | 0.62% | — | -5.10% | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.61% | +0.08% | +5.28% | |
| 49 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.59% | -0.14% | +3.28% | |
| 50 | ACN | Accenture plc | Stock-Tech | 0.58% | -0.24% | +3.88% |
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 2165 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, NVDA) accounted for 17.8% of total reported equity market value during Q3 2024.
During Q3 2024, MassMutual Private Wealth & Trust, FSB's top holdings by market value included AAPL (4.8%)、MSFT (4.6%)、NVDA (4.0%). The largest single position, AAPL, represented 4.8% of total portfolio value.
In Q3 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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