MassMutual Private Wealth & Trust, FSB
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 9, 2025), MassMutual Private Wealth & Trust, FSB reported 2,375 stock positions worth $3.8 billion. Its top holding was Microsoft (MSFT) at 5.2% of the portfolio, followed by Nvidia (NVDA, 4.7%) and Vngrd Mrngstr MD-Cap ETF-Usd (VO, 3.9%). Compared with Q1 2025, it opened 166 new positions, sold out of 179, added to 1,027 and reduced 837. The biggest buy was Microsoft (MSFT, shares +1%) and the biggest sale Unitedhealth (UNH, shares −56%).
- Most Recent 13F
- Q2 2026
- Location
- Windsor, CT
- CIK
- 0001103653
- Portfolio Value
- $3.8B (Q2 2025)
- SEC Filing
- 0000950123-25-006218 ↗ filed Jul 9, 2025
Holdings Value
Holdings 2,375 stocks · $3.8B
| MSFT Microsoft Corp. | 5.17% | 390,270 | $194.1M | Add +0.7% |
| NVDA Nvidia Corp. | 4.68% | 1,112,866 | $175.8M | Reduce -1.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 3.93% | 526,618 | $147.4M | Add +1.9% |
| AAPL Apple Inc. | 3.89% | 711,878 | $146.1M | Add +1.0% |
| AMZN Amazon.com Inc. | 2.82% | 482,938 | $106.0M | Add +1.3% |
| VEA Vanguard Ftse Developed ETF | 2.40% | 1,580,727 | $90.1M | Add +2.9% |
| JPM JPMorgan Chase & Co. | 2.25% | 290,889 | $84.3M | Reduce -2.6% |
| DFAS Dimensional US Small Cap ETF | 2.01% | 1,183,712 | $75.4M | Add +2.2% |
| META Meta Platforms Inc. Class A | 1.99% | 101,088 | $74.6M | Add +1.8% |
| GOOGL Alphabet Inc. Class A | 1.70% | 363,026 | $64.0M | Reduce -0.7% |
| AVGO Broadcom Inc. | 1.63% | 221,360 | $61.0M | Add +7.1% |
| V Visa Inc. Class A | 1.48% | 156,190 | $55.5M | Reduce -1.7% |
| EFA iShares MSCI Eafe ETF | 1.41% | 593,386 | $53.0M | Add +7.8% |
| IJH iShares Core S&P Midcap ETF | 1.31% | 792,742 | $49.2M | Reduce -4.2% |
| PG The Procter & Gamble Co. | 1.23% | 290,725 | $46.3M | Reduce -0.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.20% | 92,774 | $45.1M | Add +0.6% |
| CVX Chevron Corp. | 1.19% | 313,011 | $44.8M | Reduce -1.1% |
| GOOG Alphabet Inc. Class C | 1.17% | 247,020 | $43.8M | Add +1.5% |
| HD Home Depot Inc. | 1.15% | 117,708 | $43.2M | Add +0.6% |
| CSCO Cisco Systems Inc. | 1.06% | 573,700 | $39.8M | Add +1.0% |
| WMT Walmart Inc. | 1.02% | 390,809 | $38.2M | Reduce -0.9% |
| MCD McDonald's Corp. | 1.02% | 130,761 | $38.2M | Add +0.5% |
| AMP Ameriprise Financial Inc. | 0.99% | 69,517 | $37.1M | Reduce -0.9% |
| RTX RTX Corp. | 0.98% | 251,903 | $36.8M | Reduce -0.2% |
| MDY State Street SPDR S&P Midcap | 0.91% | 60,125 | $34.1M | Reduce -0.2% |
| VGT Vanguard Info Tech ETF | 0.90% | 50,866 | $33.7M | Add +5.4% |
| ABBV Abbvie Inc. | 0.90% | 181,339 | $33.7M | Reduce -3.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.88% | 694,264 | $32.9M | Reduce -1.4% |
| IJR iShares Core S&P Small-Cap E | 0.84% | 287,210 | $31.4M | Add +7.3% |
| JNJ Johnson & Johnson | 0.83% | 205,088 | $31.3M | Add +0.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.82% | 369,596 | $30.9M | Add +4.8% |
| VGSH Vanguard Short-Term Treasury | 0.80% | 513,904 | $30.2M | Add +14.9% |
| CB Chubb Ltd. | 0.77% | 100,298 | $29.1M | Add +1.0% |
| PEP Pepsico Inc. | 0.77% | 219,682 | $29.0M | Add +0.8% |
| ORLY O'reilly Automotive Inc. | 0.75% | 314,267 | $28.3M | Reduce -2.8% |
| ADBE Adobe Inc. | 0.74% | 71,951 | $27.8M | Reduce -0.1% |
| VNQ Vanguard Real Estate ETF | 0.73% | 305,984 | $27.3M | Add +3.3% |
| SYK Stryker Corp. | 0.72% | 68,562 | $27.1M | Reduce -1.1% |
| ECL Ecolab Inc. | 0.70% | 97,403 | $26.2M | Add +1.4% |
| NOW ServiceNow Inc. | 0.62% | 22,716 | $23.4M | Add +28.5% |
| DHR Danaher Corp. | 0.62% | 117,426 | $23.2M | Add +7.5% |
| CAT Caterpillar Inc. | 0.61% | 59,158 | $23.0M | Add +2.9% |
| HON Honeywell International Inc. | 0.59% | 95,513 | $22.2M | Reduce -2.9% |
| FISV Fiserv Inc. | 0.59% | 128,862 | $22.2M | Reduce -1.3% |
| BKNG Booking Holdings Inc. | 0.58% | 3,737 | $21.6M | Reduce -1.1% |
| TMO Thermo Fisher Scientific Inc. | 0.57% | 53,144 | $21.5M | Add +2.7% |
| VZ Verizon Communications Inc. | 0.56% | 484,342 | $21.0M | Add +3.3% |
| NEE Nextera Energy Inc. | 0.55% | 299,846 | $20.8M | Add +4.8% |
| BLK BlackRock Inc. | 0.54% | 19,421 | $20.4M | Reduce -2.9% |
| SCHO Schwab Short-Term US Treas | 0.54% | 824,418 | $20.1M | Reduce -0.8% |
| ROP Roper Technologies Inc. | 0.53% | 35,100 | $19.9M | Add +0.8% |
| LECO Lincoln Electric Holdings | 0.51% | 92,276 | $19.1M | Add +3.3% |
| ETN Eaton Corp. PLC | 0.48% | 50,543 | $18.0M | Add +28.4% |
| RMD Resmed Inc. | 0.48% | 69,886 | $18.0M | Add +1.7% |
| AVEM Avantis Emerging Markets Eq | 0.48% | 261,277 | $17.9M | Add +4.3% |
| SCHR Schwab Intermediate-Term US | 0.47% | 704,762 | $17.6M | Reduce -0.8% |
| LHX L3HARRIS Technologies Inc. | 0.46% | 69,255 | $17.4M | Add +2.9% |
| ACN Accenture PLC Class A | 0.46% | 57,932 | $17.3M | Add +1.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.46% | 217,701 | $17.3M | Add +1.8% |
| IVV iShares Core S&P 500 ETF | 0.45% | 26,898 | $16.7M | Add +3.3% |
| XOM Exxon Mobil Corp. | 0.43% | 151,428 | $16.3M | Add +3.0% |
| VWO Vanguard Ftse Emerging Marke | 0.42% | 321,273 | $15.9M | Add +0.4% |
| IEMG iShares Core MSCI Emerging | 0.42% | 263,939 | $15.8M | Add +45.8% |
| COST Costco Wholesale Corp. | 0.42% | 15,777 | $15.6M | Add +1.1% |
| AOS Smith (a.o.) Corp. | 0.41% | 234,202 | $15.4M | Add +3.0% |
| VFH Vanguard Financials ETF | 0.38% | 112,498 | $14.3M | Add +3.3% |
| VGIT Vanguard Intermediate-Term T | 0.36% | 227,091 | $13.6M | Add +31.7% |
| TSLA Tesla Inc. | 0.36% | 42,339 | $13.4M | Add +1.9% |
| XYL Xylem Inc. | 0.36% | 103,494 | $13.4M | Add +11.8% |
| CSL Carlisle Cos Inc. | 0.36% | 35,795 | $13.4M | Add +62.1% |
| UNP Union Pacific Corp. | 0.35% | 56,588 | $13.0M | Add +1.5% |
| GS Goldman Sachs Group Inc. | 0.34% | 18,143 | $12.8M | Reduce -4.5% |
| MRK Merck & Co. Inc. | 0.33% | 157,068 | $12.4M | Add +2.5% |
| GDX Vaneck Gold Miners ETF | 0.32% | 230,731 | $12.0M | Reduce -1.1% |
| VRTX Vertex Pharmaceuticals Inc. | 0.32% | 26,791 | $11.9M | Add +57.5% |
| WM Waste Management Inc. | 0.31% | 51,567 | $11.8M | Reduce -2.4% |
| KMX Carmax Inc. | 0.31% | 174,273 | $11.7M | Add +6.0% |
| MS Morgan Stanley | 0.30% | 80,801 | $11.4M | Add +0.3% |
| SPGI S&P Global Inc. | 0.29% | 20,579 | $10.9M | Add +62.7% |
| VCR Vanguard Consumer Discre ETF | 0.29% | 29,696 | $10.8M | Add +2.5% |
| LMT Lockheed Martin Corp. | 0.29% | 23,188 | $10.7M | Reduce -0.8% |
| VCIT Vanguard Int-Term Corporate | 0.29% | 129,398 | $10.7M | Add +3.6% |
| KO The Coca-Cola Co. | 0.28% | 148,640 | $10.5M | Reduce -11.3% |
| VHT Vanguard Health Care ETF | 0.28% | 41,943 | $10.4M | Add +3.4% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.27% | 61,740 | $10.2M | Reduce -5.7% |
| MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E | 0.27% | 417,115 | $9.9M | Add +38.9% |
| QCOM Qualcomm Inc. | 0.26% | 61,080 | $9.7M | Reduce -1.9% |
| NOC Northrop Grumman Corp. | 0.25% | 19,108 | $9.6M | Reduce -31.7% |
| VIS Vanguard Industrials ETF | 0.25% | 33,743 | $9.5M | Add +1.2% |
| CRM Salesforce Inc. | 0.25% | 34,290 | $9.4M | Add +4.5% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.25% | 32,745 | $9.3M | Reduce -4.8% |
| VOX Vanguard Communication Servi | 0.25% | 54,127 | $9.3M | Add +2.5% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.24% | 32,621 | $9.0M | Reduce -5.7% |
| VMBS Vanguard Mortgage-Backed Sec | 0.24% | 193,283 | $9.0M | Add +0.3% |
| MDT Medtronic PLC | 0.23% | 99,496 | $8.7M | Reduce -1.0% |
| ETR Entergy Corp. | 0.23% | 103,436 | $8.6M | Reduce -9.1% |
| GD General Dynamics Corp. | 0.23% | 29,454 | $8.6M | Reduce -1.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.23% | 16,863 | $8.6M | Reduce -10.4% |
| BBUS JPMorgan Betabuilders US Equ | 0.23% | 76,264 | $8.5M | Reduce -12.0% |
| PAYX Paychex Inc. | 0.23% | 58,507 | $8.5M | Reduce -1.9% |
Portfolio Sells Q1 2025 → Q2 2025
| UNH Unitedhealth Group Inc. | Reduce -56.0% | 0.12% | −0.36 |
| CVX Chevron Corp. | Reduce -1.1% | 1.19% | −0.34 |
| ABBV Abbvie Inc. | Reduce -3.7% | 0.90% | −0.24 |
| FISV Fiserv Inc. | Reduce -1.3% | 0.59% | −0.24 |
| CMCSA Comcast Corp. Class A | Reduce -69.0% | 0.08% | −0.22 |
| PG The Procter & Gamble Co. | Reduce -0.9% | 1.23% | −0.21 |
| NOC Northrop Grumman Corp. | Reduce -31.7% | 0.25% | −0.16 |
| ORLY O'reilly Automotive Inc. | Reduce -2.8% | 0.75% | −0.14 |
| STZ Constellation Brands Inc. Class A | Reduce -97.9% | 0.00% | −0.14 |
| V Visa Inc. Class A | Reduce -1.7% | 1.48% | −0.13 |
| SLB SLB Ltd. | Reduce -58.2% | 0.04% | −0.09 |
| NEM Newmont Corp. | Reduce -78.6% | 0.03% | −0.09 |
| IJH iShares Core S&P Midcap ETF | Reduce -4.2% | 1.31% | −0.09 |
| ZBH Zimmer Biomet Holdings Inc. | Reduce -96.7% | 0.00% | −0.08 |
| GM General Motors Co. | Reduce -89.5% | 0.01% | −0.08 |
| JAZZ Jazz Pharmaceuticals PLC | Reduce -50.3% | 0.05% | −0.08 |
| ENPH Enphase Energy Inc. | Reduce -97.8% | 0.00% | −0.07 |
| KO The Coca-Cola Co. | Reduce -11.3% | 0.28% | −0.07 |
| ED Consolidated Edison Inc. | Reduce -92.5% | 0.00% | −0.06 |
| MSI Motorola Solutions Inc. | Reduce -18.8% | 0.16% | −0.06 |
| ADBE Adobe Inc. | Reduce -0.1% | 0.74% | −0.06 |
| WCN Waste Connections Inc. | Reduce -16.9% | 0.15% | −0.06 |
| ETR Entergy Corp. | Reduce -9.1% | 0.23% | −0.05 |
| SCHO Schwab Short-Term US Treas | Reduce -0.8% | 0.54% | −0.05 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -99.6% | 0.00% | −0.05 |
| LULU Lululemon Athletica Inc. | Reduce -40.1% | 0.04% | −0.04 |
| J Jacobs Solutions Inc. | Reduce -97.7% | 0.00% | −0.04 |
| EW Edwards Lifesciences Corp. | Reduce -92.0% | 0.00% | −0.04 |
| SCHR Schwab Intermediate-Term US | Reduce -0.8% | 0.47% | −0.04 |
| PAYX Paychex Inc. | Reduce -1.9% | 0.23% | −0.04 |
| WM Waste Management Inc. | Reduce -2.4% | 0.31% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -20.9% | 0.15% | −0.04 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -5.7% | 0.27% | −0.03 |
| SBUX Starbucks Corp. | Reduce -8.7% | 0.12% | −0.03 |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | Sold out | 0.00% | −0.03 |
| MDT Medtronic PLC | Reduce -1.0% | 0.23% | −0.03 |
| ITM Vaneck Intermediate Muni ETF | Reduce -58.5% | 0.02% | −0.03 |
| ROL Rollins Inc. | Reduce -16.8% | 0.12% | −0.03 |
| VOO Vanguard S&P 500 ETF | Reduce -25.5% | 0.09% | −0.03 |
| VLO Valero Energy Corp. | Reduce -12.3% | 0.12% | −0.03 |
| PRU Prudential Financial Inc. | Reduce -0.7% | 0.19% | −0.03 |
| BBUS JPMorgan Betabuilders US Equ | Reduce -12.0% | 0.23% | −0.03 |
| ABT Abbott Laboratories | Reduce -4.2% | 0.22% | −0.02 |
| SYK Stryker Corp. | Reduce -1.1% | 0.72% | −0.02 |
| MDY State Street SPDR S&P Midcap | Reduce -0.2% | 0.91% | −0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -8.1% | 0.17% | −0.02 |
| BBHY JPMorgan Betabuilders Usd Hi | Reduce -56.1% | 0.01% | −0.02 |
| UPS United Parcel Service Class B | Reduce -6.8% | 0.08% | −0.02 |
| SO The Southern Co. | Reduce -1.5% | 0.19% | −0.02 |
| MO Altria Group Inc. | Reduce -1.5% | 0.14% | −0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| MSFT Microsoft Corp. | Add +0.7% | 5.17% | +0.96 |
| AVGO Broadcom Inc. | Add +7.1% | 1.63% | +0.62 |
| META Meta Platforms Inc. Class A | Add +1.8% | 1.99% | +0.33 |
| NOW ServiceNow Inc. | Add +28.5% | 0.62% | +0.22 |
| AMZN Amazon.com Inc. | Add +1.3% | 2.82% | +0.20 |
| BX Blackstone Inc. | Add +1294.5% | 0.20% | +0.19 |
| ETN Eaton Corp. PLC | Add +28.4% | 0.48% | +0.17 |
| VEA Vanguard Ftse Developed ETF | Add +2.9% | 2.40% | +0.14 |
| VGT Vanguard Info Tech ETF | Add +5.4% | 0.90% | +0.14 |
| IEMG iShares Core MSCI Emerging | Add +45.8% | 0.42% | +0.14 |
| CSL Carlisle Cos Inc. | Add +62.1% | 0.36% | +0.14 |
| EFA iShares MSCI Eafe ETF | Add +7.8% | 1.41% | +0.11 |
| SPGI S&P Global Inc. | Add +62.7% | 0.29% | +0.10 |
| TRMB Trimble Inc. | Add +177.8% | 0.15% | +0.10 |
| WDAY Workday Inc. Class A | Add +265.0% | 0.14% | +0.10 |
| VRTX Vertex Pharmaceuticals Inc. | Add +57.5% | 0.32% | +0.08 |
| GOOG Alphabet Inc. Class C | Add +1.5% | 1.17% | +0.07 |
| VGIT Vanguard Intermediate-Term T | Add +31.7% | 0.36% | +0.07 |
| CAT Caterpillar Inc. | Add +2.9% | 0.61% | +0.06 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +1.9% | 3.93% | +0.06 |
| MMIT Nylim Mackay Muni Intermedia | Add +38.9% | 0.27% | +0.06 |
| LHX L3HARRIS Technologies Inc. | Add +2.9% | 0.46% | +0.06 |
| MRVL Marvell Technology Inc. | Add +18.5% | 0.19% | +0.05 |
| IEFA iShares Core MSCI Eafe ETF | Add +4.8% | 0.82% | +0.05 |
| WCC Wesco International Inc. | Add +45.4% | 0.13% | +0.05 |
| REGN Regeneron Pharmaceuticals | Add +112.2% | 0.12% | +0.05 |
| TSLA Tesla Inc. | Add +1.9% | 0.36% | +0.05 |
| CSCO Cisco Systems Inc. | Add +1.0% | 1.06% | +0.05 |
| VGSH Vanguard Short-Term Treasury | Add +14.9% | 0.80% | +0.05 |
| AGG iShares Core U.S. Aggregate | Add +74.1% | 0.11% | +0.04 |
| AVEM Avantis Emerging Markets Eq | Add +4.3% | 0.48% | +0.04 |
| XYL Xylem Inc. | Add +11.8% | 0.36% | +0.04 |
| RMD Resmed Inc. | Add +1.7% | 0.48% | +0.04 |
| NFLX Netflix Inc. | Add +19.1% | 0.09% | +0.03 |
| MS Morgan Stanley | Add +0.3% | 0.30% | +0.03 |
| ORCL Oracle Corp. | Add +1.1% | 0.10% | +0.03 |
| DUK Duke Energy Corp. | Add +75.1% | 0.08% | +0.03 |
| PLTR Palantir Technologies Inc. Class A | Add +63.6% | 0.05% | +0.03 |
| IJR iShares Core S&P Small-Cap E | Add +7.3% | 0.84% | +0.03 |
| TEL Te Connectivity PLC | Add +4.2% | 0.20% | +0.03 |
| IWR iShares Russell Mid-Cap ETF | Add +105.4% | 0.05% | +0.02 |
| IVV iShares Core S&P 500 ETF | Add +3.3% | 0.45% | +0.02 |
| LECO Lincoln Electric Holdings | Add +3.3% | 0.51% | +0.02 |
| EZU iShares MSCI Eurozone ETF | Add +40.3% | 0.07% | +0.02 |
| SCHD Schwab US DVD Equity ETF | Add +366.6% | 0.03% | +0.02 |
| VOX Vanguard Communication Servi | Add +2.5% | 0.25% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +8.1% | 0.18% | +0.02 |
| VTES Vanguard SH Term Tax-Ex Bond | New | 0.02% | +0.02 |
| IBMT iShares Ibonds Dec 2031 Muni | New | 0.01% | +0.01 |
| VCR Vanguard Consumer Discre ETF | Add +2.5% | 0.29% | +0.01 |
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 |