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CIK: 0001103653
Total reported value
$3.8B
$3.8B
2398 檔
22.1%
In Q3 2025, MassMutual Private Wealth & Trust, FSB's U.S. equity holdings reached a combined market value of $3.8B, distributed across 2398 disclosed stock positions.
MassMutual Private Wealth & Trust, FSB executed strategic sector rebalancing during Q3 2025, establishing 4 new positions while fully exiting 4 holdings and trimming 97 positions.
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% | +0.55% | -3.53% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.04% | +1.28% | -2.04% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.57% | +0.57% | -0.93% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.92% | -0.27% | -0.47% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.65% | +0.03% | -1.83% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.44% | -0.05% | +1.08% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.24% | -0.03% | -4.36% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.05% | -0.18% | -8.70% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.88% | +0.41% | -0.51% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.86% | -0.20% | -0.18% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.53% | -0.10% | -0.13% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.38% | +0.02% | -2.05% | |
| 13 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.33% | -0.10% | -35.41% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.33% | +0.03% | -1.92% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 1.25% | -0.18% | +3.28% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.25% | -0.11% | -5.09% | |
| 17 | CVX | Chevron CORP | Stock-Energy | 1.21% | +0.23% | -2.64% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.19% | — | -0.03% | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.11% | -0.05% | -2.04% | |
| 20 | RTX | Rtx CORP | Stock-Industrials | 1.05% | -0.05% | -2.18% | |
| 21 | ABBV | Abbvie Inc | Stock-Healthcare | 1.05% | +0.01% | -2.09% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 1.01% | -0.09% | -1.13% | |
| 23 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.01% | -0.11% | -0.71% | |
| 24 | CSCO | Cisco Systems Inc | Stock-Tech | 0.97% | -0.18% | -3.16% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.95% | +0.02% | -1.51% | |
| 26 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.94% | +0.06% | -3.27% | |
| 27 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.91% | -0.10% | -0.27% | |
| 28 | BAC | Bank Of America CORP | Stock-Financials | 0.90% | -0.07% | -1.59% | |
| 29 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.87% | +0.05% | -0.22% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.86% | -0.09% | -0.92% | |
| 31 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.83% | -0.06% | -3.94% | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.82% | +0.04% | +0.20% | |
| 33 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.81% | -0.06% | +56.73% | |
| 34 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.80% | +0.03% | +3.51% | |
| 35 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.74% | -0.01% | +3.35% | |
| 36 | CB | Chubb Limited | Stock-Financials | 0.72% | -0.06% | +0.21% | |
| 37 | CAT | Caterpillar Inc | Stock-Industrials | 0.69% | -0.32% | -3.58% | |
| 38 | SYK | Stryker CORP | Stock-Healthcare | 0.69% | -0.08% | +6.29% | |
| 39 | ECL | Ecolab Inc | Stock-Materials | 0.68% | -0.01% | -0.05% | |
| 40 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.67% | +0.22% | +2.16% | |
| 41 | ADBE | Adobe Inc | Stock-Tech | 0.61% | -0.08% | -5.85% | |
| 42 | NEE | Nextera Energy Inc | Stock-Utilities | 0.60% | -0.09% | +4.01% | |
| 43 | NOW | Servicenow Inc | Stock-Tech | 0.56% | +0.12% | +4.42% | |
| 44 | LECO | Lincoln Electric Holdings | Stock-Industrials | 0.55% | -0.02% | -0.14% | |
| 45 | BLK | Blackrock Inc | Stock-Financials | 0.55% | +0.03% | -4.89% | |
| 46 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.55% | +0.06% | +1.01% | |
| 47 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.54% | -0.09% | +0.11% | |
| 48 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.52% | +0.01% | +1.99% | |
| 49 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.51% | -0.05% | +15.63% | |
| 50 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.50% | +0.02% | -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 | IBM | Intl Business Machines CORP | +0.1% | +119.37% | Add |
| 27 | TMUS | T-mobile US Inc | +0.1% | +712.65% | Add |
| 28 | MS | Morgan Stanley | +0.1% | +3.14% | Add |
| 29 | LECO | Lincoln Electric Holdings | +0.1% | -0.14% | Add |
| 30 | AVEM | Avantis Emerging Markets Eq | +0.1% | -0.00% | Add |
| 31 | VGIT | Vanguard Intermediate-term T | +0.1% | +3.28% | Add |
| 32 | REGN | Regeneron Pharmaceuticals | +0.1% | +14.33% | Add |
| 33 | VO | Vanguard Mid-cap ETF | +0.1% | -0.47% | Add |
| 34 | BAC | Bank Of America CORP | +0.1% | -1.59% | Trim |
| 35 | IJR | Ishares Core S&p Small-cap E | +0.1% | -0.92% | Add |
| 36 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +0.20% | Add |
| 37 | GS | Goldman Sachs Group Inc | +0.1% | -3.71% | Trim |
| 38 | MMIT | Nyli Mackay Muni Intrm ETF | +0.1% | -0.43% | Add |
| 39 | TEL | TE Connectivity plc | +0.1% | -11.30% | Trim |
| 40 | ORCL | Oracle CORP | +0.1% | +1.15% | Add |
| 41 | WCC | Wesco International Inc | +0.1% | -4.76% | Add |
| 42 | BNY | Bank Of New York Mellon CORP | +0.1% | +591.19% | Add |
| 43 | AAPL | Apple Inc | 0% | -0.93% | Add |
| 44 | VGSH | Vanguard Short-term Treasury | 0% | +3.51% | Add |
| 45 | VRTX | Vertex Pharmaceuticals Inc | 0% | +6.36% | Add |
| 46 | VCR | Vanguard Consumer Discre ETF | 0% | +2.40% | Add |
| 47 | MRVL | Marvell Technology Inc | 0% | -5.25% | Add |
| 48 | AGG | Ishares Core U.s. Aggregate | 0% | +0.35% | Add |
| 49 | PLTR | Palantir Technologies Inc-a | 0% | +2.43% | Add |
| 50 | JIRE | Jpmorgan Int Res Enh Eqty | 0% | +76.72% | Add |
According to official SEC Form 13F filings, MassMutual Private Wealth & Trust, FSB reported a total U.S. public equity portfolio value of $3.8B 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 22.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
IBMT
市值: $713.4K
Top Position Liquidated / Trimmed
SPHY
前期市值: $587.6K
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 200 total portfolio adjustments, initiating 4 new buys, adding to 95 positions, trimming 97 holdings, and fully liquidating 4 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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