13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001103653
Total reported value
$3.9B
$3.9B
2398 檔
21.6%
In Q3 2025, MassMutual Private Wealth & Trust, FSB's U.S. equity holdings reached a combined market value of $3.9B, distributed across 2398 disclosed stock positions.
In Q3 2025, MassMutual Private Wealth & Trust, FSB displayed an active expansion posture, initiating 0 new positions and adding to 29 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 2398 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 5.10% | +0.08% | -3.53% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.04% | -0.21% | -2.04% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.57% | +0.17% | -0.93% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.92% | -0.29% | -0.47% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.65% | +0.12% | -1.83% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.44% | +0.10% | +1.08% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.24% | +0.16% | -4.36% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.05% | +0.20% | -8.70% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.88% | -0.08% | -0.51% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.86% | +0.26% | -0.18% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.53% | +0.22% | -0.13% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.38% | -0.07% | -2.05% | |
| 13 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.33% | +0.11% | -35.41% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.33% | +0.07% | -1.92% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 1.25% | — | +3.28% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.25% | +0.01% | -5.09% | |
| 17 | CVX | Chevron CORP | Stock-Energy | 1.21% | -0.43% | -2.64% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.19% | +0.06% | -0.03% | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.11% | -0.06% | -2.04% | |
| 20 | RTX | Rtx CORP | Stock-Industrials | 1.05% | -0.13% | -2.18% | |
| 21 | ABBV | Abbvie Inc | Stock-Healthcare | 1.05% | +0.07% | -2.09% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 1.01% | -0.21% | -1.13% | |
| 23 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.01% | -0.18% | -0.71% | |
| 24 | CSCO | Cisco Systems Inc | Stock-Tech | 0.97% | +0.43% | -3.16% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.95% | -0.06% | -1.51% | |
| 26 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.94% | +0.19% | -3.27% | |
| 27 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.91% | +0.03% | -0.27% | |
| 28 | BAC | Bank Of America CORP | Stock-Financials | 0.90% | +0.05% | -1.59% | |
| 29 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.87% | -0.04% | -0.22% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.86% | +0.08% | -0.92% | |
| 31 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.83% | -0.07% | -3.94% | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.82% | +0.08% | +0.20% | |
| 33 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.81% | -0.01% | +56.73% | |
| 34 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.80% | -0.06% | +3.51% | |
| 35 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.74% | -0.41% | +3.35% | |
| 36 | CB | Chubb Limited | Stock-Financials | 0.72% | -0.03% | +0.21% | |
| 37 | CAT | Caterpillar Inc | Stock-Industrials | 0.69% | +0.24% | -3.58% | |
| 38 | SYK | Stryker CORP | Stock-Healthcare | 0.69% | -0.08% | +6.29% | |
| 39 | ECL | Ecolab Inc | Stock-Materials | 0.68% | -0.02% | -0.05% | |
| 40 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.67% | -0.03% | +2.16% | |
| 41 | ADBE | Adobe Inc | Stock-Tech | 0.61% | -0.03% | -5.85% | |
| 42 | NEE | Nextera Energy Inc | Stock-Utilities | 0.60% | -0.10% | +4.01% | |
| 43 | NOW | Servicenow Inc | Stock-Tech | 0.56% | -0.03% | +4.42% | |
| 44 | LECO | Lincoln Electric Holdings | Stock-Industrials | 0.55% | -0.01% | -0.14% | |
| 45 | BLK | Blackrock Inc | Stock-Financials | 0.55% | -0.04% | -4.89% | |
| 46 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.55% | -0.14% | +1.01% | |
| 47 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.54% | -0.14% | +0.11% | |
| 48 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.52% | +0.30% | +1.99% | |
| 49 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.51% | +0.03% | +15.63% | |
| 50 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.50% | +0.08% | -0.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.5% | -3.53% | Trim |
| 2 | AVGO | Broadcom Inc | +0.9% | -0.18% | Add |
| 3 | MSFT | Microsoft CORP | +0.8% | -2.04% | Trim |
| 4 | GOOG | Alphabet Inc-cl C | +0.4% | -0.13% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.4% | -8.70% | Trim |
| 6 | LLY | Eli Lilly & Co | +0.4% | +532.67% | Add |
| 7 | BKNG | Booking Holdings Inc | +0.3% | +56.73% | Add |
| 8 | IEMG | Ishares Core Msci Emerging | +0.2% | +15.63% | Add |
| 9 | META | Meta Platforms Inc-class A | +0.2% | -0.51% | Add |
| 10 | BX | Blackstone Inc | +0.2% | -0.16% | Add |
| 11 | VEA | Vanguard Ftse Developed ETF | +0.2% | +1.08% | Add |
| 12 | VGT | Vanguard Info Tech ETF | +0.2% | -3.27% | Add |
| 13 | TSLA | Tesla Inc | +0.2% | -1.19% | Add |
| 14 | ETN | Eaton Corporation plc | +0.2% | -2.13% | Add |
| 15 | NOW | Servicenow Inc | +0.2% | +4.42% | Add |
| 16 | CAT | Caterpillar Inc | +0.1% | -3.58% | Trim |
| 17 | LHX | L3harris Technologies Inc | +0.1% | +0.11% | Add |
| 18 | JPM | Jpmorgan Chase & Co | +0.1% | -4.36% | Trim |
| 19 | GDX | Vaneck Gold Miners ETF | +0.1% | -3.74% | Trim |
| 20 | CSL | Carlisle Cos Inc | +0.1% | +9.03% | Add |
| 21 | TRMB | Trimble Inc | +0.1% | -4.04% | Add |
| 22 | EFA | Ishares Msci Eafe ETF | +0.1% | -2.05% | Add |
| 23 | RTX | Rtx CORP | +0.1% | -2.18% | Trim |
| 24 | XYL | Xylem Inc | +0.1% | +2.66% | Add |
| 25 | SPGI | S&p Global Inc | +0.1% | +4.72% | Add |
| 26 | MS | Morgan Stanley | +0.1% | +3.14% | Add |
| 27 | LECO | Lincoln Electric Holdings | +0.1% | -0.14% | Add |
| 28 | AVEM | Avantis Emerging Markets Eq | +0.1% | -0.00% | Add |
| 29 | VGIT | Vanguard Intermediate-term T | +0.1% | +3.28% | Add |
| 30 | VO | Vanguard Mid-cap ETF | +0.1% | -0.47% | Add |
| 31 | BAC | Bank Of America CORP | +0.1% | -1.59% | Trim |
| 32 | IJR | Ishares Core S&p Small-cap E | +0.1% | -0.92% | Add |
| 33 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +0.20% | Add |
| 34 | AAPL | Apple Inc | 0% | -0.93% | Add |
| 35 | VGSH | Vanguard Short-term Treasury | 0% | +3.51% | Add |
| 36 | AMZN | Amazon.com Inc | 0% | -1.83% | Trim |
| 37 | HD | Home Depot Inc | 0% | +3.28% | Add |
| 38 | WMT | Walmart Inc | 0% | -1.13% | Trim |
| 39 | STZ | Constellation Brands Inc-a | -0.1% | -13.21% | Trim |
| 40 | KMX | Carmax Inc | -0.2% | +1.13% | Add |
| 41 | ACN | Accenture plc | -0.2% | -7.56% | Trim |
| 42 | ADBE | Adobe Inc | -0.2% | -5.85% | Trim |
| 43 | CMCSA | Comcast Corp-class A | -0.2% | -1.92% | Trim |
| 44 | CVX | Chevron CORP | -0.3% | -2.64% | Trim |
| 45 | PG | Procter & Gamble Co/the | -0.3% | -2.04% | Trim |
| 46 | UNH | Unitedhealth Group Inc | -0.4% | -31.65% | Trim |
| 47 | DHR | Danaher CORP | -0.4% | -57.98% | Trim |
| 48 | FISV | Fiserv Inc | -0.4% | +0.88% | Trim |
| 49 | PEP | Pepsico Inc | -0.5% | -37.07% | Trim |
| 50 | DFAS | Dimensional US Small Cap ETF | -0.7% | -35.41% | Trim |
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 2398 disclosed positions in Q3 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 NVDA, MSFT, AAPL) accounted for 21.6% of total reported equity market value during Q3 2025.
Top Position Liquidated / Trimmed
MSFT
前期市值: $145.5M
During Q3 2025, MassMutual Private Wealth & Trust, FSB's top holdings by market value included NVDA (5.1%)、MSFT (5.0%)、AAPL (4.6%). The largest single position, NVDA, represented 5.1% of total portfolio value.
In Q3 2025, MassMutual Private Wealth & Trust, FSB made 50 total portfolio adjustments, initiating 0 new buys, adding to 29 positions, trimming 21 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.