MassMutual Private Wealth & Trust, FSB
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 16, 2025), MassMutual Private Wealth & Trust, FSB reported 2,334 stock positions worth $3.6 billion. Its top holding was Apple (AAPL) at 5.2% of the portfolio, followed by Microsoft (MSFT, 4.5%) and Nvidia (NVDA, 4.3%). Compared with Q3 2024, it opened 253 new positions, sold out of 87, added to 1,044 and reduced 559. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +341%) and the biggest sale Johnson & Johnson (JNJ, shares −22%).
- Most Recent 13F
- Q2 2026
- Location
- Windsor, CT
- CIK
- 0001103653
- Portfolio Value
- $3.6B (Q4 2024)
- SEC Filing
- 0000950123-25-000326 ↗ filed Jan 16, 2025
Holdings Value
Holdings 2,334 stocks · $3.6B
| AAPL Apple Inc. | 5.16% | 734,077 | $183.8M | Add +1.7% |
| MSFT Microsoft Corp. | 4.46% | 377,308 | $159.0M | Reduce -0.3% |
| NVDA Nvidia Corp. | 4.28% | 1,137,344 | $152.7M | Reduce -2.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 3.83% | 516,587 | $136.4M | Add +6.2% |
| AMZN Amazon.com Inc. | 2.91% | 473,274 | $103.8M | Add +0.8% |
| JPM JPMorgan Chase & Co. | 2.11% | 313,868 | $75.2M | Add +0.3% |
| DFAS Dimensional US Small Cap ETF | 2.00% | 1,095,423 | $71.3M | Add +7.2% |
| VEA Vanguard Ftse Developed ETF | 1.95% | 1,451,929 | $69.4M | Add +7.4% |
| GOOGL Alphabet Inc. Class A | 1.93% | 363,637 | $68.8M | Add +0.7% |
| META Meta Platforms Inc. Class A | 1.62% | 98,430 | $57.6M | Reduce -0.9% |
| IJH iShares Core S&P Midcap ETF | 1.49% | 854,006 | $53.2M | Reduce -7.3% |
| V Visa Inc. Class A | 1.43% | 160,942 | $50.9M | Reduce -1.6% |
| PG The Procter & Gamble Co. | 1.34% | 285,003 | $47.8M | Reduce -1.7% |
| HD Home Depot Inc. | 1.28% | 117,024 | $45.5M | Add +1.1% |
| GOOG Alphabet Inc. Class C | 1.28% | 238,750 | $45.5M | Add +5.2% |
| CVX Chevron Corp. | 1.25% | 306,930 | $44.5M | Reduce -3.7% |
| AVGO Broadcom Inc. | 1.23% | 188,698 | $43.7M | Add +8.1% |
| EFA iShares MSCI Eafe ETF | 1.21% | 571,359 | $43.2M | Reduce -11.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.17% | 91,794 | $41.6M | Add +20.7% |
| AMP Ameriprise Financial Inc. | 1.10% | 73,786 | $39.3M | Reduce -0.4% |
| MCD McDonald's Corp. | 1.04% | 127,777 | $37.0M | Add +1.8% |
| WMT Walmart Inc. | 1.01% | 398,043 | $36.0M | Reduce -1.8% |
| MDY State Street SPDR S&P Midcap | 0.96% | 60,087 | $34.2M | Reduce -1.6% |
| ABBV Abbvie Inc. | 0.94% | 189,039 | $33.6M | Reduce -1.6% |
| CSCO Cisco Systems Inc. | 0.92% | 553,581 | $32.8M | Add +2.3% |
| ADBE Adobe Inc. | 0.88% | 70,304 | $31.3M | Reduce -3.9% |
| PEP Pepsico Inc. | 0.87% | 204,510 | $31.1M | Reduce -6.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.86% | 693,824 | $30.5M | Reduce -1.3% |
| IEMG iShares Core MSCI Emerging | 0.83% | 567,701 | $29.6M | Add +9.6% |
| VGT Vanguard Info Tech ETF | 0.80% | 46,143 | $28.7M | Add +0.0% |
| RTX RTX Corp. | 0.80% | 246,437 | $28.5M | Add +2.4% |
| JNJ Johnson & Johnson | 0.78% | 192,704 | $27.9M | Reduce -22.4% |
| FISV Fiserv Inc. | 0.78% | 135,569 | $27.8M | Reduce -1.4% |
| VGSH Vanguard Short-Term Treasury | 0.76% | 466,665 | $27.2M | Reduce -15.2% |
| IJR iShares Core S&P Small-Cap E | 0.74% | 229,845 | $26.5M | Reduce -0.5% |
| CB Chubb Ltd. | 0.74% | 95,451 | $26.4M | Add +3.0% |
| UNH Unitedhealth Group Inc. | 0.72% | 50,557 | $25.6M | Add +2.5% |
| ORLY O'reilly Automotive Inc. | 0.72% | 21,521 | $25.5M | Add +0.5% |
| VNQ Vanguard Real Estate ETF | 0.70% | 280,020 | $24.9M | Add +8.4% |
| TMO Thermo Fisher Scientific Inc. | 0.70% | 47,931 | $24.9M | Reduce -6.8% |
| SYK Stryker Corp. | 0.68% | 67,641 | $24.4M | Reduce -2.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.65% | 329,636 | $23.2M | Add +20.8% |
| DHR Danaher Corp. | 0.65% | 100,915 | $23.2M | Reduce -0.2% |
| HON Honeywell International Inc. | 0.65% | 102,345 | $23.1M | Reduce -4.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.63% | 38,366 | $22.5M | Add +340.6% |
| ECL Ecolab Inc. | 0.61% | 92,639 | $21.7M | Add +3.4% |
| BLK BlackRock Inc. | 0.60% | 20,830 | $21.4M | Reduce -8.9% |
| CAT Caterpillar Inc. | 0.58% | 56,875 | $20.6M | Add +1.0% |
| SCHO Schwab Short-Term US Treas | 0.56% | 824,205 | $19.8M | Add +11.6% |
| ACN Accenture PLC Class A | 0.55% | 55,457 | $19.5M | Reduce -3.9% |
| BKNG Booking Holdings Inc. | 0.55% | 3,926 | $19.5M | Add +2.6% |
| NEE Nextera Energy Inc. | 0.51% | 253,244 | $18.2M | Reduce -1.5% |
| VZ Verizon Communications Inc. | 0.50% | 449,698 | $18.0M | Reduce -1.7% |
| ROP Roper Technologies Inc. | 0.49% | 33,916 | $17.6M | Add +1.7% |
| SCHR Schwab Intermediate-Term US | 0.48% | 698,119 | $17.0M | Add +11.8% |
| TSLA Tesla Inc. | 0.47% | 41,579 | $16.8M | Reduce -13.2% |
| IVV iShares Core S&P 500 ETF | 0.47% | 28,429 | $16.7M | Add +0.5% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.45% | 205,631 | $16.0M | Add +2.2% |
| LECO Lincoln Electric Holdings | 0.44% | 83,956 | $15.7M | Add +2.3% |
| CMCSA Comcast Corp. Class A | 0.44% | 416,693 | $15.6M | Add +18.8% |
| RMD Resmed Inc. | 0.43% | 66,597 | $15.2M | Add +1.6% |
| XOM Exxon Mobil Corp. | 0.42% | 138,833 | $14.9M | Add +4.3% |
| AOS Smith (a.o.) Corp. | 0.41% | 213,252 | $14.5M | Add +0.9% |
| COST Costco Wholesale Corp. | 0.40% | 15,668 | $14.4M | Add +7.4% |
| VWO Vanguard Ftse Emerging Marke | 0.40% | 321,004 | $14.1M | Reduce -12.2% |
| LHX L3HARRIS Technologies Inc. | 0.37% | 63,475 | $13.3M | Reduce -1.4% |
| KMX Carmax Inc. | 0.36% | 155,998 | $12.8M | Reduce -0.4% |
| NOC Northrop Grumman Corp. | 0.36% | 27,156 | $12.7M | Add +1.9% |
| MRK Merck & Co. Inc. | 0.35% | 125,253 | $12.5M | Reduce -8.7% |
| VFH Vanguard Financials ETF | 0.35% | 104,948 | $12.4M | Reduce -0.5% |
| UNP Union Pacific Corp. | 0.34% | 53,850 | $12.3M | Add +20.6% |
| NOW ServiceNow Inc. | 0.34% | 11,517 | $12.2M | Add +7.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.34% | 107,370 | $12.0M | Reduce -6.2% |
| STZ Constellation Brands Inc. Class A | 0.33% | 52,787 | $11.7M | Add +0.4% |
| LMT Lockheed Martin Corp. | 0.32% | 23,356 | $11.3M | Reduce -2.4% |
| VOO Vanguard S&P 500 ETF | 0.31% | 20,702 | $11.2M | Add +337.5% |
| WM Waste Management Inc. | 0.31% | 54,409 | $11.0M | Reduce -4.2% |
| GS Goldman Sachs Group Inc. | 0.31% | 19,011 | $10.9M | Add +52.5% |
| ETR Entergy Corp. | 0.30% | 141,268 | $10.7M | Reduce -11.4% |
| KO The Coca-Cola Co. | 0.30% | 169,205 | $10.5M | Reduce -2.9% |
| VGIT Vanguard Intermediate-Term T | 0.29% | 181,219 | $10.5M | Reduce -15.8% |
| VCR Vanguard Consumer Discre ETF | 0.29% | 27,675 | $10.4M | Reduce -2.1% |
| CRM Salesforce Inc. | 0.29% | 30,919 | $10.3M | Add +9.9% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.29% | 36,477 | $10.2M | Reduce -3.8% |
| MS Morgan Stanley | 0.28% | 79,624 | $10.0M | Add +49.0% |
| VHT Vanguard Health Care ETF | 0.28% | 39,038 | $9.9M | Add +0.5% |
| ETN Eaton Corp. PLC | 0.28% | 29,744 | $9.9M | Add +31.1% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.27% | 59,414 | $9.6M | Add +14.7% |
| VCIT Vanguard Int-Term Corporate | 0.27% | 118,230 | $9.5M | Reduce -1.1% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.26% | 35,916 | $9.1M | Reduce -2.2% |
| BBUS JPMorgan Betabuilders US Equ | 0.25% | 83,346 | $8.8M | Reduce -6.0% |
| XYL Xylem Inc. | 0.25% | 75,780 | $8.8M | Reduce -11.3% |
| MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E | 0.24% | 362,707 | $8.7M | Add +69.2% |
| PAYX Paychex Inc. | 0.24% | 61,837 | $8.7M | Reduce -2.8% |
| QCOM Qualcomm Inc. | 0.24% | 56,032 | $8.6M | Add +133.5% |
| MSI Motorola Solutions Inc. | 0.24% | 18,564 | $8.6M | Reduce -1.6% |
| VMBS Vanguard Mortgage-Backed Sec | 0.23% | 182,906 | $8.3M | Add +0.2% |
| VIS Vanguard Industrials ETF | 0.23% | 32,545 | $8.3M | Reduce -1.7% |
| PRU Prudential Financial Inc. | 0.23% | 67,697 | $8.0M | Reduce -1.3% |
| VOX Vanguard Communication Servi | 0.22% | 51,013 | $7.9M | Reduce -3.1% |
Portfolio Sells Q3 2024 → Q4 2024
| JNJ Johnson & Johnson | Reduce -22.4% | 0.78% | −0.36 |
| EFA iShares MSCI Eafe ETF | Reduce -11.1% | 1.21% | −0.32 |
| DOW Dow Inc. | Reduce -60.3% | 0.11% | −0.27 |
| TMO Thermo Fisher Scientific Inc. | Reduce -6.8% | 0.70% | −0.21 |
| ADBE Adobe Inc. | Reduce -3.9% | 0.88% | −0.20 |
| PEP Pepsico Inc. | Reduce -6.0% | 0.87% | −0.18 |
| MSFT Microsoft Corp. | Reduce -0.3% | 4.46% | −0.18 |
| VGSH Vanguard Short-Term Treasury | Reduce -15.2% | 0.76% | −0.16 |
| SBUX Starbucks Corp. | Reduce -47.4% | 0.15% | −0.16 |
| DHR Danaher Corp. | Reduce -0.2% | 0.65% | −0.15 |
| IJH iShares Core S&P Midcap ETF | Reduce -7.3% | 1.49% | −0.14 |
| ABBV Abbvie Inc. | Reduce -1.6% | 0.94% | −0.14 |
| CVS CVS Health Corp. | Reduce -95.2% | 0.00% | −0.12 |
| NEE Nextera Energy Inc. | Reduce -1.5% | 0.51% | −0.11 |
| MNST Monster Beverage Corp. | Reduce -69.9% | 0.04% | −0.10 |
| INTU Intuit Inc. | Reduce -74.8% | 0.03% | −0.10 |
| VWO Vanguard Ftse Emerging Marke | Reduce -12.2% | 0.40% | −0.10 |
| MRK Merck & Co. Inc. | Reduce -8.7% | 0.35% | −0.09 |
| PG The Procter & Gamble Co. | Reduce -1.7% | 1.34% | −0.09 |
| CVX Chevron Corp. | Reduce -3.7% | 1.25% | −0.09 |
| ENPH Enphase Energy Inc. | Reduce -48.0% | 0.04% | −0.09 |
| MCHP Microchip Technology Inc. | Reduce -2.8% | 0.18% | −0.08 |
| XYL Xylem Inc. | Reduce -11.3% | 0.25% | −0.08 |
| VZ Verizon Communications Inc. | Reduce -1.7% | 0.50% | −0.08 |
| LMT Lockheed Martin Corp. | Reduce -2.4% | 0.32% | −0.08 |
| CCI Crown Castle Inc. | Reduce -19.2% | 0.12% | −0.08 |
| VGIT Vanguard Intermediate-Term T | Reduce -15.8% | 0.29% | −0.08 |
| FDX FedEx Corp. | Reduce -72.7% | 0.03% | −0.07 |
| SLB SLB Ltd. | Reduce -39.3% | 0.08% | −0.06 |
| LHX L3HARRIS Technologies Inc. | Reduce -1.4% | 0.37% | −0.06 |
| KO The Coca-Cola Co. | Reduce -2.9% | 0.30% | −0.06 |
| PSA Public Storage | Reduce -11.2% | 0.16% | −0.06 |
| CI The Cigna Group | Reduce -17.9% | 0.10% | −0.06 |
| NEM Newmont Corp. | Reduce -10.4% | 0.09% | −0.06 |
| REGN Regeneron Pharmaceuticals | Reduce -10.3% | 0.08% | −0.05 |
| AMAT Applied Materials Inc. | Reduce -21.6% | 0.08% | −0.05 |
| ZTS Zoetis Inc. | Reduce -5.1% | 0.17% | −0.05 |
| MDT Medtronic PLC | Reduce -5.2% | 0.21% | −0.04 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -47.3% | 0.05% | −0.04 |
| ICE Intercontinental Exchange Inc. | Reduce -24.1% | 0.09% | −0.04 |
| TGT Target Corp. | Reduce -19.0% | 0.09% | −0.04 |
| GPC Genuine Parts Co. | Reduce -8.1% | 0.12% | −0.04 |
| GD General Dynamics Corp. | Reduce -16.6% | 0.09% | −0.04 |
| PLD Prologis Inc. | Reduce -12.5% | 0.09% | −0.03 |
| ACN Accenture PLC Class A | Reduce -3.9% | 0.55% | −0.03 |
| AMT American Tower Corp. | Reduce -4.0% | 0.09% | −0.03 |
| PFE Pfizer Inc. | Reduce -15.6% | 0.10% | −0.03 |
| MDY State Street SPDR S&P Midcap | Reduce -1.6% | 0.96% | −0.03 |
| VLO Valero Energy Corp. | Reduce -9.1% | 0.13% | −0.03 |
| SO The Southern Co. | Reduce -3.5% | 0.19% | −0.03 |
Portfolio Buys Q3 2024 → Q4 2024
| SPY SS SPDR S&P 500 ETF Trust-US | Add +340.6% | 0.63% | +0.49 |
| AMZN Amazon.com Inc. | Add +0.8% | 2.91% | +0.42 |
| AVGO Broadcom Inc. | Add +8.1% | 1.23% | +0.37 |
| AAPL Apple Inc. | Add +1.7% | 5.16% | +0.37 |
| VOO Vanguard S&P 500 ETF | Add +337.5% | 0.31% | +0.24 |
| JPM JPMorgan Chase & Co. | Add +0.3% | 2.11% | +0.23 |
| GOOGL Alphabet Inc. Class A | Add +0.7% | 1.93% | +0.23 |
| GOOG Alphabet Inc. Class C | Add +5.2% | 1.28% | +0.19 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +6.2% | 3.83% | +0.17 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +20.7% | 1.17% | +0.17 |
| GS Goldman Sachs Group Inc. | Add +52.5% | 0.31% | +0.13 |
| QCOM Qualcomm Inc. | Add +133.5% | 0.24% | +0.13 |
| MS Morgan Stanley | Add +49.0% | 0.28% | +0.12 |
| ELF Elf Beauty Inc. | Add +29078.4% | 0.11% | +0.11 |
| DFAS Dimensional US Small Cap ETF | Add +7.2% | 2.00% | +0.11 |
| CSCO Cisco Systems Inc. | Add +2.3% | 0.92% | +0.10 |
| MMIT Nylim Mackay Muni Intermedia | Add +69.2% | 0.24% | +0.09 |
| SIRI Sirius XM Holdings Inc. | Add +383152.8% | 0.09% | +0.09 |
| BKNG Booking Holdings Inc. | Add +2.6% | 0.55% | +0.09 |
| VYM Vanguard High DVD Yield ETF | Add +337.1% | 0.11% | +0.09 |
| GVI iShares Intermediate Governm | Add +80.0% | 0.18% | +0.08 |
| CRM Salesforce Inc. | Add +9.9% | 0.29% | +0.07 |
| NOW ServiceNow Inc. | Add +7.7% | 0.34% | +0.07 |
| ETN Eaton Corp. PLC | Add +31.1% | 0.28% | +0.06 |
| JAZZ Jazz Pharmaceuticals PLC | Add +26389.5% | 0.06% | +0.06 |
| WCC Wesco International Inc. | Add +12056.3% | 0.06% | +0.06 |
| IEFA iShares Core MSCI Eafe ETF | Add +20.8% | 0.65% | +0.04 |
| SCHO Schwab Short-Term US Treas | Add +11.6% | 0.56% | +0.04 |
| FTNT Fortinet Inc. | Add +1313.8% | 0.04% | +0.04 |
| CSL Carlisle Cos Inc. | Add +207.7% | 0.06% | +0.04 |
| MCEM Monarch Cement Co. | New | 0.04% | +0.04 |
| VRTX Vertex Pharmaceuticals Inc. | Add +140.0% | 0.07% | +0.04 |
| COST Costco Wholesale Corp. | Add +7.4% | 0.40% | +0.03 |
| VGT Vanguard Info Tech ETF | Add +0.0% | 0.80% | +0.03 |
| LBRDA Liberty Broadband-A | Add +269566.7% | 0.03% | +0.03 |
| WBD Warner Bros Discovery Inc. | Add +2914.1% | 0.03% | +0.03 |
| TRMB Trimble Inc. | Add +3560.5% | 0.03% | +0.03 |
| UNP Union Pacific Corp. | Add +20.6% | 0.34% | +0.03 |
| XJH Ishare ESG SS S&P Midcap ETF | New | 0.03% | +0.03 |
| SCHR Schwab Intermediate-Term US | Add +11.8% | 0.48% | +0.03 |
| PYPL PayPal Holdings Inc. | Add +4.5% | 0.22% | +0.02 |
| WFC Wells Fargo & Co. | Add +29.4% | 0.06% | +0.02 |
| PNC PNC Financial Services Group | Add +11.9% | 0.17% | +0.02 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +14.7% | 0.27% | +0.02 |
| ZBH Zimmer Biomet Holdings Inc. | Add +42.9% | 0.08% | +0.02 |
| ESGE iShares Inc. iShares ESG Awar | New | 0.02% | +0.02 |
| CMCSA Comcast Corp. Class A | Add +18.8% | 0.44% | +0.02 |
| AFL Aflac Inc. | Add +504.9% | 0.03% | +0.02 |
| LILA Liberty Latin Americ Class A | New | 0.02% | +0.02 |
| SPHD Invesco S&P 500 High Dividen | Add +800.6% | 0.02% | +0.02 |
Notes & Other Activity Q3 2024 → Q4 2024
| Healthier Choices Mgmt C | COM | Sold out | 0 | $0before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 2,426 | $3.9B | AAPL, NVDA, VO, MSFT, VEA |
| Q1 2026 | 2,418 | $3.7B | NVDA, AAPL, VO, MSFT, VEA |
| Q4 2025 | 2,394 | $3.9B | NVDA, AAPL, MSFT, VO, AMZN |
| Q3 2025 | 2,395 | $3.9B | NVDA, MSFT, AAPL, VO, AMZN |
| Q2 2025 | 2,375 | $3.8B | MSFT, NVDA, VO, AAPL, AMZN |
| Q1 2025 | 2,386 | $3.5B | AAPL, MSFT, VO, NVDA, AMZN |
| Q4 2024 | 2,334 | $3.6B | AAPL, MSFT, NVDA, VO, AMZN |
| Q3 2024 | 2,163 | $3.5B | AAPL, MSFT, NVDA, VO, AMZN |
| Q2 2024 | 2,159 | $3.3B | MSFT, AAPL, NVDA, VO, AMZN |
| Q1 2024 | 2,068 | $3.2B | MSFT, AAPL, VO, NVDA, AMZN |