MassMutual Private Wealth & Trust, FSB
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 1, 2025), MassMutual Private Wealth & Trust, FSB reported 2,386 stock positions worth $3.5 billion. Its top holding was Apple (AAPL) at 4.5% of the portfolio, followed by Microsoft (MSFT, 4.2%) and Vngrd Mrngstr MD-Cap ETF-Usd (VO, 3.9%). Compared with Q4 2024, it opened 234 new positions, sold out of 184, added to 1,229 and reduced 560. The biggest buy was a new position in Avantis Emerging Markets Eq (AVEM) and the biggest sale Nvidia (NVDA, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- Windsor, CT
- CIK
- 0001103653
- Portfolio Value
- $3.5B (Q1 2025)
- SEC Filing
- 0000950123-25-003277 ↗ filed Apr 1, 2025
Holdings Value
Holdings 2,386 stocks · $3.5B
| AAPL Apple Inc. | 4.53% | 705,114 | $156.6M | Reduce -4.0% |
| MSFT Microsoft Corp. | 4.21% | 387,654 | $145.5M | Add +2.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 3.87% | 516,860 | $133.7M | Add +0.1% |
| NVDA Nvidia Corp. | 3.56% | 1,134,741 | $123.0M | Reduce -0.2% |
| AMZN Amazon.com Inc. | 2.62% | 476,826 | $90.7M | Add +0.8% |
| VEA Vanguard Ftse Developed ETF | 2.26% | 1,536,401 | $78.1M | Add +5.8% |
| JPM JPMorgan Chase & Co. | 2.12% | 298,529 | $73.2M | Reduce -4.9% |
| DFAS Dimensional US Small Cap ETF | 2.00% | 1,158,703 | $69.2M | Add +5.8% |
| META Meta Platforms Inc. Class A | 1.66% | 99,296 | $57.2M | Add +0.9% |
| GOOGL Alphabet Inc. Class A | 1.63% | 365,438 | $56.5M | Add +0.5% |
| V Visa Inc. Class A | 1.61% | 158,884 | $55.7M | Reduce -1.3% |
| CVX Chevron Corp. | 1.53% | 316,338 | $52.9M | Add +3.1% |
| PG The Procter & Gamble Co. | 1.45% | 293,480 | $50.0M | Add +3.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.42% | 92,197 | $49.1M | Add +0.4% |
| IJH iShares Core S&P Midcap ETF | 1.40% | 827,556 | $48.3M | Reduce -3.1% |
| EFA iShares MSCI Eafe ETF | 1.30% | 550,387 | $45.0M | Reduce -3.7% |
| HD Home Depot Inc. | 1.24% | 117,062 | $42.9M | Add +0.0% |
| MCD McDonald's Corp. | 1.18% | 130,092 | $40.6M | Add +1.8% |
| ABBV Abbvie Inc. | 1.14% | 188,357 | $39.5M | Reduce -0.4% |
| GOOG Alphabet Inc. Class C | 1.10% | 243,464 | $38.0M | Add +2.0% |
| CSCO Cisco Systems Inc. | 1.01% | 568,076 | $35.1M | Add +2.6% |
| WMT Walmart Inc. | 1.00% | 394,187 | $34.6M | Reduce -1.0% |
| AVGO Broadcom Inc. | 1.00% | 206,671 | $34.6M | Add +9.5% |
| AMP Ameriprise Financial Inc. | 0.98% | 70,158 | $34.0M | Reduce -4.9% |
| JNJ Johnson & Johnson | 0.98% | 204,090 | $33.8M | Add +5.9% |
| RTX RTX Corp. | 0.97% | 252,463 | $33.4M | Add +2.5% |
| PEP Pepsico Inc. | 0.95% | 217,985 | $32.7M | Add +6.6% |
| MDY State Street SPDR S&P Midcap | 0.93% | 60,252 | $32.1M | Add +0.3% |
| ORLY O'reilly Automotive Inc. | 0.89% | 21,543 | $30.9M | Add +0.1% |
| CB Chubb Ltd. | 0.87% | 99,311 | $30.0M | Add +4.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.85% | 704,029 | $29.4M | Add +1.5% |
| FISV Fiserv Inc. | 0.83% | 130,496 | $28.8M | Reduce -3.7% |
| IJR iShares Core S&P Small-Cap E | 0.81% | 267,598 | $28.0M | Add +16.4% |
| ADBE Adobe Inc. | 0.80% | 72,002 | $27.6M | Add +2.4% |
| VNQ Vanguard Real Estate ETF | 0.78% | 296,335 | $26.8M | Add +5.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.77% | 352,761 | $26.7M | Add +7.0% |
| VGSH Vanguard Short-Term Treasury | 0.76% | 447,318 | $26.3M | Reduce -4.2% |
| VGT Vanguard Info Tech ETF | 0.76% | 48,243 | $26.2M | Add +4.5% |
| SYK Stryker Corp. | 0.75% | 69,294 | $25.8M | Add +2.4% |
| TMO Thermo Fisher Scientific Inc. | 0.74% | 51,760 | $25.8M | Add +8.0% |
| ECL Ecolab Inc. | 0.70% | 96,038 | $24.3M | Add +3.7% |
| DHR Danaher Corp. | 0.65% | 109,208 | $22.4M | Add +8.2% |
| VZ Verizon Communications Inc. | 0.62% | 469,061 | $21.3M | Add +4.3% |
| HON Honeywell International Inc. | 0.60% | 98,346 | $20.8M | Reduce -3.9% |
| ROP Roper Technologies Inc. | 0.59% | 34,833 | $20.5M | Add +2.7% |
| NEE Nextera Energy Inc. | 0.59% | 286,162 | $20.3M | Add +13.0% |
| SCHO Schwab Short-Term US Treas | 0.59% | 831,426 | $20.2M | Add +0.9% |
| CAT Caterpillar Inc. | 0.55% | 57,517 | $19.0M | Add +1.1% |
| BLK BlackRock Inc. | 0.55% | 20,004 | $18.9M | Reduce -4.0% |
| ACN Accenture PLC Class A | 0.52% | 57,278 | $17.9M | Add +3.3% |
| SCHR Schwab Intermediate-Term US | 0.51% | 710,774 | $17.7M | Add +1.8% |
| XOM Exxon Mobil Corp. | 0.51% | 147,054 | $17.5M | Add +5.9% |
| BKNG Booking Holdings Inc. | 0.50% | 3,778 | $17.4M | Reduce -3.8% |
| LECO Lincoln Electric Holdings | 0.49% | 89,314 | $16.9M | Add +6.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.49% | 213,837 | $16.9M | Add +4.0% |
| UNH Unitedhealth Group Inc. | 0.48% | 31,542 | $16.5M | Reduce -37.6% |
| RMD Resmed Inc. | 0.45% | 68,739 | $15.4M | Add +3.2% |
| AVEM Avantis Emerging Markets Eq | 0.44% | 250,620 | $15.1M | New |
| AOS Smith (a.o.) Corp. | 0.43% | 227,366 | $14.9M | Add +6.6% |
| COST Costco Wholesale Corp. | 0.43% | 15,611 | $14.8M | Reduce -0.4% |
| IVV iShares Core S&P 500 ETF | 0.42% | 26,041 | $14.6M | Reduce -8.4% |
| VWO Vanguard Ftse Emerging Marke | 0.42% | 319,944 | $14.5M | Reduce -0.3% |
| NOC Northrop Grumman Corp. | 0.41% | 27,982 | $14.3M | Add +3.0% |
| LHX L3HARRIS Technologies Inc. | 0.41% | 67,294 | $14.1M | Add +6.0% |
| NOW ServiceNow Inc. | 0.41% | 17,681 | $14.1M | Add +53.5% |
| MRK Merck & Co. Inc. | 0.40% | 153,317 | $13.8M | Add +22.4% |
| UNP Union Pacific Corp. | 0.38% | 55,763 | $13.2M | Add +3.5% |
| VFH Vanguard Financials ETF | 0.38% | 108,920 | $13.0M | Add +3.8% |
| KMX Carmax Inc. | 0.37% | 164,346 | $12.8M | Add +5.3% |
| WM Waste Management Inc. | 0.35% | 52,815 | $12.2M | Reduce -2.9% |
| KO The Coca-Cola Co. | 0.35% | 167,674 | $12.0M | Reduce -0.9% |
| XYL Xylem Inc. | 0.32% | 92,581 | $11.1M | Add +22.2% |
| TSLA Tesla Inc. | 0.31% | 41,541 | $10.8M | Reduce -0.1% |
| VHT Vanguard Health Care ETF | 0.31% | 40,567 | $10.7M | Add +3.9% |
| GDX Vaneck Gold Miners ETF | 0.31% | 233,356 | $10.7M | Add +5.2% |
| ETN Eaton Corp. PLC | 0.31% | 39,359 | $10.7M | Add +32.3% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.30% | 65,486 | $10.5M | Add +10.2% |
| LMT Lockheed Martin Corp. | 0.30% | 23,367 | $10.4M | Add +0.1% |
| CMCSA Comcast Corp. Class A | 0.30% | 282,606 | $10.4M | Reduce -32.2% |
| GS Goldman Sachs Group Inc. | 0.30% | 19,004 | $10.4M | Reduce -0.0% |
| VGIT Vanguard Intermediate-Term T | 0.30% | 172,433 | $10.2M | Reduce -4.8% |
| VCIT Vanguard Int-Term Corporate | 0.30% | 124,916 | $10.2M | Add +5.7% |
| IEMG iShares Core MSCI Emerging | 0.28% | 181,042 | $9.8M | Reduce -68.1% |
| ETR Entergy Corp. | 0.28% | 113,798 | $9.7M | Reduce -19.4% |
| QCOM Qualcomm Inc. | 0.28% | 62,271 | $9.6M | Add +11.1% |
| VCR Vanguard Consumer Discre ETF | 0.27% | 28,960 | $9.4M | Add +4.6% |
| MS Morgan Stanley | 0.27% | 80,521 | $9.4M | Add +1.1% |
| PAYX Paychex Inc. | 0.27% | 59,660 | $9.2M | Reduce -3.5% |
| MDT Medtronic PLC | 0.26% | 100,468 | $9.0M | Add +4.8% |
| VMBS Vanguard Mortgage-Backed Sec | 0.26% | 192,647 | $8.9M | Add +5.3% |
| CRM Salesforce Inc. | 0.25% | 32,807 | $8.8M | Add +6.1% |
| BBUS JPMorgan Betabuilders US Equ | 0.25% | 86,663 | $8.7M | Add +4.0% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.25% | 34,574 | $8.7M | Reduce -5.2% |
| ABT Abbott Laboratories | 0.25% | 64,094 | $8.5M | Add +0.1% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.24% | 34,404 | $8.4M | Reduce -4.2% |
| VIS Vanguard Industrials ETF | 0.24% | 33,357 | $8.3M | Add +2.5% |
| VRTX Vertex Pharmaceuticals Inc. | 0.24% | 17,016 | $8.2M | Add +172.6% |
| GD General Dynamics Corp. | 0.23% | 29,799 | $8.1M | Add +145.9% |
| MSI Motorola Solutions Inc. | 0.23% | 18,072 | $7.9M | Reduce -2.6% |
| DOW Dow Inc. | 0.23% | 226,096 | $7.9M | Add +137.8% |
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -0.2% | 3.56% | −0.73 |
| AAPL Apple Inc. | Reduce -4.0% | 4.53% | −0.63 |
| IEMG iShares Core MSCI Emerging | Reduce -68.1% | 0.28% | −0.55 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -69.8% | 0.19% | −0.44 |
| UNH Unitedhealth Group Inc. | Reduce -37.6% | 0.48% | −0.24 |
| VOO Vanguard S&P 500 ETF | Reduce -61.0% | 0.12% | −0.19 |
| STZ Constellation Brands Inc. Class A | Reduce -49.9% | 0.14% | −0.19 |
| DIS The Walt Disney Co. | Reduce -46.2% | 0.16% | −0.17 |
| TSLA Tesla Inc. | Reduce -0.1% | 0.31% | −0.16 |
| CMCSA Comcast Corp. Class A | Reduce -32.2% | 0.30% | −0.14 |
| AMP Ameriprise Financial Inc. | Reduce -4.9% | 0.98% | −0.12 |
| VYM Vanguard High DVD Yield ETF | Reduce -89.7% | 0.01% | −0.10 |
| IJH iShares Core S&P Midcap ETF | Reduce -3.1% | 1.40% | −0.10 |
| SIRI Sirius XM Holdings Inc. | Reduce -98.3% | 0.00% | −0.09 |
| ELF Elf Beauty Inc. | Reduce -6.9% | 0.05% | −0.06 |
| GVI iShares Intermediate Governm | Reduce -35.4% | 0.12% | −0.06 |
| F Ford Motor Co. | Reduce -94.4% | 0.00% | −0.06 |
| GM General Motors Co. | Reduce -33.3% | 0.09% | −0.06 |
| BLK BlackRock Inc. | Reduce -4.0% | 0.55% | −0.05 |
| CCI Crown Castle Inc. | Reduce -50.4% | 0.07% | −0.05 |
| IVV iShares Core S&P 500 ETF | Reduce -8.4% | 0.42% | −0.05 |
| HON Honeywell International Inc. | Reduce -3.9% | 0.60% | −0.05 |
| LULU Lululemon Athletica Inc. | Reduce -14.9% | 0.08% | −0.04 |
| BKNG Booking Holdings Inc. | Reduce -3.8% | 0.50% | −0.04 |
| MCHP Microchip Technology Inc. | Reduce -9.7% | 0.14% | −0.04 |
| MMIT Nylim Mackay Muni Intermedia | Reduce -17.2% | 0.21% | −0.04 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -15.7% | 0.16% | −0.04 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -5.2% | 0.25% | −0.03 |
| MCEM Monarch Cement Co. | Reduce -79.0% | 0.01% | −0.03 |
| WBD Warner Bros Discovery Inc. | Reduce -88.6% | 0.00% | −0.03 |
| FCX Freeport-McMoran Inc. | Reduce -84.0% | 0.01% | −0.03 |
| ANF Abercrombie & Fitch Co. Class A | Reduce -9.3% | 0.02% | −0.02 |
| DLR Digital Realty Trust Inc. | Reduce -0.8% | 0.11% | −0.02 |
| EMR Emerson Electric Co. | Reduce -1.9% | 0.19% | −0.02 |
| LILA Liberty Latin Americ Class A | Reduce -99.6% | 0.00% | −0.02 |
| ETR Entergy Corp. | Reduce -19.4% | 0.28% | −0.02 |
| BBMC JPM Betabuilders US Mid Cap | Sold out | 0.00% | −0.02 |
| CNRD Conrad Industries Inc. | Sold out | 0.00% | −0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -5.6% | 0.19% | −0.02 |
| GLW Corning Inc. | Reduce -21.3% | 0.06% | −0.02 |
| USB US Bancorp | Reduce -2.3% | 0.13% | −0.02 |
| MAR Marriott International Class A | Reduce -3.4% | 0.09% | −0.02 |
| PEG Public Service Enterprise GP | Reduce -76.6% | 0.00% | −0.02 |
| BFCC Bankfirst Capital Corp. | Sold out | 0.00% | −0.01 |
| PHIN Phinia Inc. | Reduce -78.8% | 0.00% | −0.01 |
| CDNS Cadence Design SYS Inc. | Reduce -1.2% | 0.09% | −0.01 |
| PDLB Ponce Financial Group Inc. | Reduce -91.6% | 0.00% | −0.01 |
| GTX Garrett Motion Inc. | Reduce -83.2% | 0.00% | −0.01 |
| MFBP M & F Bancorp Inc. | Sold out | 0.00% | −0.01 |
| UPS United Parcel Service Class B | Reduce -1.7% | 0.10% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| AVEM Avantis Emerging Markets Eq | New | 0.44% | +0.44 |
| VEA Vanguard Ftse Developed ETF | Add +5.8% | 2.26% | +0.31 |
| CVX Chevron Corp. | Add +3.1% | 1.53% | +0.28 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.4% | 1.42% | +0.25 |
| JNJ Johnson & Johnson | Add +5.9% | 0.98% | +0.20 |
| ORLY O'reilly Automotive Inc. | Add +0.1% | 0.89% | +0.18 |
| VRTX Vertex Pharmaceuticals Inc. | Add +172.6% | 0.24% | +0.17 |
| RTX RTX Corp. | Add +2.5% | 0.97% | +0.17 |
| CSL Carlisle Cos Inc. | Add +253.1% | 0.22% | +0.15 |
| GD General Dynamics Corp. | Add +145.9% | 0.23% | +0.15 |
| MCD McDonald's Corp. | Add +1.8% | 1.18% | +0.14 |
| CB Chubb Ltd. | Add +4.0% | 0.87% | +0.13 |
| IEFA iShares Core MSCI Eafe ETF | Add +7.0% | 0.77% | +0.12 |
| DOW Dow Inc. | Add +137.8% | 0.23% | +0.12 |
| VZ Verizon Communications Inc. | Add +4.3% | 0.62% | +0.11 |
| PG The Procter & Gamble Co. | Add +3.0% | 1.45% | +0.11 |
| ROP Roper Technologies Inc. | Add +2.7% | 0.59% | +0.10 |
| GDX Vaneck Gold Miners ETF | Add +5.2% | 0.31% | +0.10 |
| ECL Ecolab Inc. | Add +3.7% | 0.70% | +0.10 |
| CSCO Cisco Systems Inc. | Add +2.6% | 1.01% | +0.09 |
| XOM Exxon Mobil Corp. | Add +5.9% | 0.51% | +0.09 |
| NEE Nextera Energy Inc. | Add +13.0% | 0.59% | +0.08 |
| VNQ Vanguard Real Estate ETF | Add +5.8% | 0.78% | +0.08 |
| XYL Xylem Inc. | Add +22.2% | 0.32% | +0.07 |
| PEP Pepsico Inc. | Add +6.6% | 0.95% | +0.07 |
| JAZZ Jazz Pharmaceuticals PLC | Add +104.7% | 0.13% | +0.07 |
| IJR iShares Core S&P Small-Cap E | Add +16.4% | 0.81% | +0.07 |
| NOW ServiceNow Inc. | Add +53.5% | 0.41% | +0.06 |
| SYK Stryker Corp. | Add +2.4% | 0.75% | +0.06 |
| SLB SLB Ltd. | Add +62.4% | 0.14% | +0.06 |
| NOC Northrop Grumman Corp. | Add +3.0% | 0.41% | +0.06 |
| MRK Merck & Co. Inc. | Add +22.4% | 0.40% | +0.05 |
| LECO Lincoln Electric Holdings | Add +6.4% | 0.49% | +0.05 |
| MDT Medtronic PLC | Add +4.8% | 0.26% | +0.05 |
| TMO Thermo Fisher Scientific Inc. | Add +8.0% | 0.74% | +0.05 |
| AEP American Electric Power | Add +7.0% | 0.19% | +0.04 |
| ABT Abbott Laboratories | Add +0.1% | 0.25% | +0.04 |
| META Meta Platforms Inc. Class A | Add +0.9% | 1.66% | +0.04 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.1% | 3.87% | +0.04 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +4.0% | 0.49% | +0.04 |
| WDAY Workday Inc. Class A | Add +2052.0% | 0.04% | +0.04 |
| UNP Union Pacific Corp. | Add +3.5% | 0.38% | +0.04 |
| COP Conocophillips | Add +13.6% | 0.18% | +0.04 |
| SCHR Schwab Intermediate-Term US | Add +1.8% | 0.51% | +0.04 |
| QCOM Qualcomm Inc. | Add +11.1% | 0.28% | +0.04 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +10.2% | 0.30% | +0.03 |
| AMT American Tower Corp. | Add +12.0% | 0.13% | +0.03 |
| LHX L3HARRIS Technologies Inc. | Add +6.0% | 0.41% | +0.03 |
| VHT Vanguard Health Care ETF | Add +3.9% | 0.31% | +0.03 |
| ETN Eaton Corp. PLC | Add +32.3% | 0.31% | +0.03 |
Notes & Other Activity Q4 2024 → Q1 2025
| RLJ RLJ Lodging Trust | COM | New | 0 | $0 |
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 |