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CIK: 0001103653
Total reported value
$3.9B
$3.9B
2387 檔
16.8%
At the close of Q1 2025, MassMutual Private Wealth & Trust, FSB disclosed equity holdings valued at approximately $3.9B, spread across 2387 reported holdings.
In Q1 2025, MassMutual Private Wealth & Trust, FSB displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 2387 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.53% | +0.17% | -3.95% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.21% | -0.21% | +2.74% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.87% | -0.29% | +0.05% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.56% | +0.08% | -0.23% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.62% | +0.12% | +0.75% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.26% | +0.10% | +5.82% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.12% | +0.16% | -4.89% | |
| 8 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.00% | +0.11% | +5.78% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.66% | -0.08% | +0.88% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.63% | +0.20% | +0.50% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 1.61% | +0.07% | -1.28% | |
| 12 | CVX | Chevron CORP | Stock-Energy | 1.53% | -0.43% | +3.07% | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.45% | -0.06% | +2.97% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.42% | +0.06% | +0.44% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.40% | +0.01% | -3.10% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.30% | -0.07% | -3.67% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 1.24% | — | +0.03% | |
| 18 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.18% | -0.18% | +1.81% | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 1.14% | +0.07% | -0.36% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.10% | +0.22% | +1.97% | |
| 21 | CSCO | Cisco Systems Inc | Stock-Tech | 1.01% | +0.43% | +2.62% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 1.00% | -0.21% | -0.97% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 1.00% | +0.26% | +9.52% | |
| 24 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.98% | -0.04% | -4.92% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.98% | -0.06% | +5.91% | |
| 26 | RTX | Rtx CORP | Stock-Industrials | 0.97% | -0.13% | +2.45% | |
| 27 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.95% | -0.14% | +6.59% | |
| 28 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.93% | +0.03% | +0.27% | |
| 29 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.89% | -0.07% | +0.10% | |
| 30 | CB | Chubb Limited | Stock-Financials | 0.87% | -0.03% | +4.04% | |
| 31 | BAC | Bank Of America CORP | Stock-Financials | 0.85% | +0.05% | +1.47% | |
| 32 | FISV | Fiserv Inc | Stock-Other | 0.83% | -0.02% | -3.74% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.81% | +0.08% | +16.43% | |
| 34 | ADBE | Adobe Inc | Stock-Tech | 0.80% | -0.03% | +2.42% | |
| 35 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.78% | -0.41% | +5.83% | |
| 36 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.77% | +0.08% | +7.02% | |
| 37 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.76% | -0.06% | -4.15% | |
| 38 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.76% | +0.19% | +4.55% | |
| 39 | SYK | Stryker CORP | Stock-Healthcare | 0.75% | -0.08% | +2.44% | |
| 40 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.74% | -0.03% | +7.99% | |
| 41 | ECL | Ecolab Inc | Stock-Materials | 0.70% | -0.02% | +3.67% | |
| 42 | DHR | Danaher CORP | Stock-Healthcare | 0.65% | -0.01% | +8.22% | |
| 43 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.62% | -0.14% | +4.31% | |
| 44 | HON | Honeywell International Inc | Stock-Industrials | 0.60% | -0.53% | EXIT | |
| 45 | ROP | Roper Technologies Inc | Stock-Tech | 0.59% | -0.04% | +2.70% | |
| 46 | NEE | Nextera Energy Inc | Stock-Utilities | 0.59% | -0.10% | +13.00% | |
| 47 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.59% | +0.30% | +0.88% | |
| 48 | CAT | Caterpillar Inc | Stock-Industrials | 0.55% | +0.24% | +1.13% | |
| 49 | BLK | Blackrock Inc | Stock-Financials | 0.55% | -0.04% | -3.97% | |
| 50 | ACN | Accenture plc | Stock-Tech | 0.52% | -0.24% | +3.28% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | VO | Vanguard Mid-cap ETF | — | NEW | New buy |
| 4 | NVDA | Nvidia CORP | — | NEW | New buy |
| 5 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 6 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
| 7 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 8 | DFAS | Dimensional US Small Cap ETF | — | NEW | New buy |
| 9 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 10 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 11 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 12 | CVX | Chevron CORP | — | NEW | New buy |
| 13 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 15 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 16 | EFA | Ishares Msci Eafe ETF | — | NEW | New buy |
| 17 | HD | Home Depot Inc | — | NEW | New buy |
| 18 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 19 | ABBV | Abbvie Inc | — | NEW | New buy |
| 20 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 21 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 22 | WMT | Walmart Inc | — | NEW | New buy |
| 23 | AVGO | Broadcom Inc | — | NEW | New buy |
| 24 | AMP | Ameriprise Financial Inc | — | NEW | New buy |
| 25 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 26 | RTX | Rtx CORP | — | NEW | New buy |
| 27 | PEP | Pepsico Inc | — | NEW | New buy |
| 28 | MDY | State Street Spdr S&p Midcap | — | NEW | New buy |
| 29 | ORLY | O'reilly Automotive Inc | — | NEW | New buy |
| 30 | CB | Chubb Limited | — | NEW | New buy |
| 31 | BAC | Bank Of America CORP | — | NEW | New buy |
| 32 | FISV | Fiserv Inc | — | NEW | New buy |
| 33 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 34 | ADBE | Adobe Inc | — | NEW | New buy |
| 35 | VNQ | Vanguard Real Estate ETF | — | NEW | New buy |
| 36 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | New buy |
| 37 | VGSH | Vanguard Short-term Treasury | — | NEW | New buy |
| 38 | VGT | Vanguard Info Tech ETF | — | NEW | New buy |
| 39 | SYK | Stryker CORP | — | NEW | New buy |
| 40 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 41 | ECL | Ecolab Inc | — | NEW | New buy |
| 42 | DHR | Danaher CORP | — | NEW | New buy |
| 43 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 44 | HON | Honeywell International Inc | — | NEW | New buy |
| 45 | ROP | Roper Technologies Inc | — | NEW | New buy |
| 46 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 47 | SCHO | Schwab Short-term US Treas | — | NEW | New buy |
| 48 | CAT | Caterpillar Inc | — | NEW | New buy |
| 49 | BLK | Blackrock Inc | — | NEW | New buy |
| 50 | ACN | Accenture plc | — | NEW | New buy |
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 2387 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, VO) accounted for 16.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $156.6M
During Q1 2025, MassMutual Private Wealth & Trust, FSB's top holdings by market value included AAPL (4.5%)、MSFT (4.2%)、VO (3.9%). The largest single position, AAPL, represented 4.5% of total portfolio value.
In Q1 2025, MassMutual Private Wealth & Trust, FSB made 50 total portfolio adjustments, initiating 50 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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