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CIK: 0001103653
Total reported value
$3.9B
$3.9B
2375 檔
19.9%
According to the latest 13F quarterly dataset, MassMutual Private Wealth & Trust, FSB managed an equity portfolio of $3.9B at the end of Q2 2025, spanning 2375 distinct U.S. exchange-listed positions.
During Q2 2025, 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 2375 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.17% | -0.21% | +0.67% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.68% | +0.08% | -1.93% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.93% | -0.29% | +1.89% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.89% | +0.17% | +0.96% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.82% | +0.12% | +1.28% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.40% | +0.10% | +2.89% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.25% | +0.16% | -2.56% | |
| 8 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.01% | +0.11% | +2.16% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.99% | -0.08% | +1.80% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.70% | +0.20% | -0.66% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.63% | +0.26% | +7.11% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 1.48% | +0.07% | -1.70% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.41% | -0.07% | +7.81% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.31% | +0.01% | -4.21% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.23% | -0.06% | -0.94% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.20% | +0.06% | +0.63% | |
| 17 | CVX | Chevron CORP | Stock-Energy | 1.19% | -0.43% | -1.05% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.17% | +0.22% | +1.46% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 1.15% | — | +0.55% | |
| 20 | CSCO | Cisco Systems Inc | Stock-Tech | 1.06% | +0.43% | +0.99% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 1.02% | -0.21% | -0.86% | |
| 22 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.02% | -0.18% | +0.51% | |
| 23 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.99% | -0.04% | -0.91% | |
| 24 | RTX | Rtx CORP | Stock-Industrials | 0.98% | -0.13% | -0.22% | |
| 25 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.91% | +0.03% | -0.21% | |
| 26 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.90% | +0.19% | +5.44% | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 0.90% | +0.07% | -3.73% | |
| 28 | BAC | Bank Of America CORP | Stock-Financials | 0.88% | +0.05% | -1.39% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.84% | +0.08% | +7.33% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.83% | -0.06% | +0.49% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.82% | +0.08% | +4.77% | |
| 32 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.80% | -0.06% | +14.89% | |
| 33 | CB | Chubb Limited | Stock-Financials | 0.77% | -0.03% | +0.99% | |
| 34 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.77% | -0.14% | +0.78% | |
| 35 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.75% | -0.07% | +1358.79% | |
| 36 | ADBE | Adobe Inc | Stock-Tech | 0.74% | -0.03% | -0.07% | |
| 37 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.73% | -0.41% | +3.26% | |
| 38 | SYK | Stryker CORP | Stock-Healthcare | 0.72% | -0.08% | -1.06% | |
| 39 | ECL | Ecolab Inc | Stock-Materials | 0.70% | -0.02% | +1.42% | |
| 40 | NOW | Servicenow Inc | Stock-Tech | 0.62% | -0.03% | +28.48% | |
| 41 | DHR | Danaher CORP | Stock-Healthcare | 0.62% | -0.01% | +7.53% | |
| 42 | CAT | Caterpillar Inc | Stock-Industrials | 0.61% | +0.24% | +2.85% | |
| 43 | HON | Honeywell International Inc | Stock-Industrials | 0.59% | -0.53% | EXIT | |
| 44 | FISV | Fiserv Inc | Stock-Other | 0.59% | -0.02% | -1.25% | |
| 45 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.58% | -0.01% | -1.09% | |
| 46 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.57% | -0.03% | +2.67% | |
| 47 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.56% | -0.14% | +3.26% | |
| 48 | NEE | Nextera Energy Inc | Stock-Utilities | 0.55% | -0.10% | +4.78% | |
| 49 | BLK | Blackrock Inc | Stock-Financials | 0.54% | -0.04% | -2.91% | |
| 50 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.54% | +0.30% | -0.84% |
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 2375 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, NVDA, VO) accounted for 19.9% of total reported equity market value during Q2 2025.
During Q2 2025, MassMutual Private Wealth & Trust, FSB's top holdings by market value included MSFT (5.2%)、NVDA (4.7%)、VO (3.9%). The largest single position, MSFT, represented 5.2% of total portfolio value.
In Q2 2025, 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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