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CIK: 0001103653
Total reported value
$3.9B
$3.9B
2334 檔
19.0%
During the Q4 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 2334 reported positions.
During Q4 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 2334 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.16% | +0.17% | +1.71% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.46% | -0.21% | -0.35% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.28% | +0.08% | -2.67% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.83% | -0.29% | +6.24% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.91% | +0.12% | +0.85% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.11% | +0.16% | +0.30% | |
| 7 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.00% | +0.11% | +7.15% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.95% | +0.10% | +7.36% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.93% | +0.20% | +0.68% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.62% | -0.08% | -0.93% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.49% | +0.01% | -7.27% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 1.43% | +0.07% | -1.65% | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.34% | -0.06% | -1.72% | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 1.28% | — | +1.06% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.28% | +0.22% | +5.16% | |
| 16 | CVX | Chevron CORP | Stock-Energy | 1.25% | -0.43% | -3.69% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.23% | +0.26% | +8.13% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.21% | -0.07% | -11.13% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.17% | +0.06% | +20.68% | |
| 20 | AMP | Ameriprise Financial Inc | Stock-Financials | 1.10% | -0.04% | -0.42% | |
| 21 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.04% | -0.18% | +1.83% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 1.01% | -0.21% | -1.83% | |
| 23 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.96% | +0.03% | -1.64% | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 0.94% | +0.07% | -1.58% | |
| 25 | CSCO | Cisco Systems Inc | Stock-Tech | 0.92% | +0.43% | +2.30% | |
| 26 | ADBE | Adobe Inc | Stock-Tech | 0.88% | -0.03% | -3.87% | |
| 27 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.87% | -0.14% | -6.02% | |
| 28 | BAC | Bank Of America CORP | Stock-Financials | 0.86% | +0.05% | -1.28% | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.83% | +0.03% | +9.56% | |
| 30 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.80% | +0.19% | +0.04% | |
| 31 | RTX | Rtx CORP | Stock-Industrials | 0.80% | -0.13% | +2.38% | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.78% | -0.06% | -22.39% | |
| 33 | FISV | Fiserv Inc | Stock-Other | 0.78% | -0.02% | -1.36% | |
| 34 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.76% | -0.06% | -15.15% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.74% | +0.08% | -0.52% | |
| 36 | CB | Chubb Limited | Stock-Financials | 0.74% | -0.03% | +3.00% | |
| 37 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.72% | +0.02% | +2.50% | |
| 38 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.72% | -0.07% | +0.54% | |
| 39 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.70% | -0.41% | +8.38% | |
| 40 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.70% | -0.03% | -6.83% | |
| 41 | SYK | Stryker CORP | Stock-Healthcare | 0.68% | -0.08% | -2.19% | |
| 42 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.65% | +0.08% | +20.75% | |
| 43 | DHR | Danaher CORP | Stock-Healthcare | 0.65% | -0.01% | -0.19% | |
| 44 | HON | Honeywell International Inc | Stock-Industrials | 0.65% | -0.53% | EXIT | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.63% | — | +340.63% | |
| 46 | ECL | Ecolab Inc | Stock-Materials | 0.61% | -0.02% | +3.44% | |
| 47 | BLK | Blackrock Inc | Stock-Financials | 0.60% | -0.04% | — | |
| 48 | CAT | Caterpillar Inc | Stock-Industrials | 0.58% | +0.24% | +1.00% | |
| 49 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.56% | +0.30% | +123.18% | |
| 50 | ACN | Accenture plc | Stock-Tech | 0.55% | -0.24% | -3.87% |
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 2334 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, NVDA) accounted for 19.0% of total reported equity market value during Q4 2024.
During Q4 2024, MassMutual Private Wealth & Trust, FSB's top holdings by market value included AAPL (5.2%)、MSFT (4.5%)、NVDA (4.3%). The largest single position, AAPL, represented 5.2% of total portfolio value.
In Q4 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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