MML Investors Services, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), MML Investors Services, LLC reported 2,658 stock positions worth $29.0 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 4.6% of the portfolio, followed by Apple (AAPL, 2.0%) and iShares MSCI USA Quality Fac (QUAL, 1.9%). Compared with Q3 2024, it opened 205 new positions, sold out of 113, added to 1,604 and reduced 827. The biggest buy was iShares MSCI USA Momentum Fa (MTUM, shares +665%) and the biggest sale Ishr CR Unvrse Usd BD ETF-Ui (IUSB, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- SPRINGFIELD, MA
- CIK
- 0000701059
- Portfolio Value
- $29.0B (Q4 2024)
- SEC Filing
- 0000701059-25-000001 ↗ filed Feb 13, 2025
Holdings Value
Holdings 2,658 stocks · $29.0B
| IVV iShares Core S&P 500 ETF | 4.57% | 2,250,208 | $1.3B | Add +0.6% |
| AAPL Apple Inc. | 2.02% | 2,338,723 | $585.7M | Add +3.6% |
| QUAL iShares MSCI USA Quality Fac | 1.89% | 3,067,190 | $546.2M | Add +7.3% |
| MSFT Microsoft Corp. | 1.70% | 1,171,798 | $493.9M | Add +5.0% |
| QQQ Invesco QQQ Trust Series 1 | 1.60% | 906,764 | $463.6M | Add +0.7% |
| NVDA Nvidia Corp. | 1.51% | 3,261,618 | $438.0M | Add +1.0% |
| AMZN Amazon.com Inc. | 1.47% | 1,944,171 | $426.5M | Add +2.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.30% | 644,145 | $377.5M | Add +4.8% |
| VOO Vanguard S&P 500 ETF | 1.24% | 665,703 | $358.7M | Add +8.3% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.23% | 7,898,266 | $357.0M | Reduce -6.6% |
| VEA Vanguard Ftse Developed ETF | 1.19% | 7,198,757 | $344.2M | Add +5.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.08% | 765,902 | $314.4M | Reduce -0.2% |
| IVW iShares S&P 500 Growth ETF | 1.06% | 3,036,812 | $308.3M | Add +1.9% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.95% | 5,353,223 | $274.4M | Add +3.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.85% | 1,447,815 | $245.1M | Reduce -0.8% |
| DGRO iShares Core Dividend Growth | 0.81% | 3,846,565 | $235.9M | Add +1.3% |
| GOOGL Alphabet Inc. Class A | 0.81% | 1,245,750 | $235.8M | Add +5.4% |
| META Meta Platforms Inc. Class A | 0.79% | 393,398 | $230.3M | Add +6.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.75% | 3,097,111 | $217.7M | Reduce -4.5% |
| IWF iShares Russell 1000 Growth | 0.75% | 539,463 | $216.6M | Add +4.7% |
| JPM JPMorgan Chase & Co. | 0.72% | 866,057 | $207.6M | Add +3.8% |
| EFG iShares MSCI Eafe Growth ETF | 0.70% | 2,104,114 | $203.7M | Add +23.7% |
| EFV iShares MSCI Eafe Value ETF | 0.68% | 3,753,964 | $197.0M | Add +10.5% |
| MUB iShares National Muni Bond E | 0.63% | 1,717,137 | $183.0M | Add +14.0% |
| IJH iShares Core S&P Midcap ETF | 0.62% | 2,894,482 | $180.4M | Add +6.3% |
| MBB iShares MBS ETF | 0.62% | 1,953,940 | $179.1M | Add +18.0% |
| SCHG Schwab US Large-Cap Growth | 0.60% | 6,289,445 | $175.3M | Add +2.1% |
| FELG Fidelity Enh LRG Cap GWTH | 0.58% | 4,780,044 | $169.0M | Reduce -0.0% |
| JEPI JPMorgan Equity Premium Inco | 0.54% | 2,732,984 | $157.2M | Add +4.7% |
| SCHD Schwab US DVD Equity ETF | 0.51% | 5,389,861 | $147.3M | Add +4.3% |
| IVE iShares S&P 500 Value ETF | 0.49% | 748,927 | $143.0M | Add +6.5% |
| IWY iShares Russell Top 200 Grow | 0.48% | 588,510 | $138.5M | Add +4.9% |
| XLF SS Financial Select Sector | 0.48% | 2,848,421 | $137.7M | Add +29.4% |
| IYW iShares Ustechnology ETF | 0.47% | 850,386 | $135.7M | Add +3.0% |
| V Visa Inc. Class A | 0.46% | 417,672 | $132.0M | Add +0.3% |
| TSLA Tesla Inc. | 0.45% | 323,614 | $130.7M | Add +4.6% |
| IJR iShares Core S&P Small-Cap E | 0.45% | 1,125,977 | $129.7M | Add +7.0% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.45% | 3,677,649 | $129.7M | Add +12.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.44% | 440,885 | $127.8M | Add +0.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.44% | 278,942 | $126.4M | Add +5.2% |
| COWZ Pacer US Cash Cows 100 ETF | 0.43% | 2,200,631 | $124.3M | Reduce -0.6% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.43% | 2,237,219 | $124.1M | Add +9.5% |
| BND Vanguard Total Bond Market | 0.42% | 1,705,919 | $122.7M | Add +5.2% |
| GOOG Alphabet Inc. Class C | 0.41% | 626,603 | $119.3M | Add +4.9% |
| AGG iShares Core U.S. Aggregate | 0.40% | 1,209,528 | $117.2M | Add +13.9% |
| IEMG iShares Core MSCI Emerging | 0.40% | 2,239,317 | $116.9M | Add +6.8% |
| VWO Vanguard Ftse Emerging Marke | 0.39% | 2,546,021 | $112.1M | Add +6.3% |
| AVGO Broadcom Inc. | 0.38% | 477,086 | $110.6M | Add +5.3% |
| VIG Vanguard Dividend Apprec ETF | 0.38% | 562,757 | $110.2M | Add +3.8% |
| HD Home Depot Inc. | 0.38% | 281,218 | $109.4M | Add +2.9% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.38% | 1,580,015 | $108.9M | Add +13.0% |
| ABBV Abbvie Inc. | 0.37% | 601,040 | $106.8M | Add +9.6% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.36% | 369,725 | $103.5M | Add +7.8% |
| XLK SS Technology Select Sector | 0.36% | 443,060 | $103.0M | Add +31.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.35% | 426,348 | $102.4M | Add +8.8% |
| COST Costco Wholesale Corp. | 0.34% | 108,238 | $99.2M | Add +7.4% |
| LLY Eli Lilly & Co. | 0.34% | 127,018 | $98.1M | Add +3.8% |
| QQQM Invesco Nasdaq 100 ETF | 0.33% | 454,773 | $95.7M | Add +6.5% |
| WMT Walmart Inc. | 0.32% | 1,033,164 | $93.3M | Add +0.6% |
| CGGR Cap Group Growth Equity | 0.32% | 2,471,356 | $91.9M | Reduce -8.1% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.32% | 2,997,215 | $91.3M | Add +4.4% |
| MA Mastercard Inc. Class A | 0.31% | 169,126 | $89.1M | Add +3.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.31% | 337,075 | $89.0M | Reduce -0.2% |
| GLD SPDR Gold Shares | 0.31% | 367,494 | $89.0M | Add +6.0% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.30% | 821,457 | $87.8M | Add +0.2% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.29% | 1,641,006 | $85.4M | Add +23.3% |
| FBND Fidelity Total Bond ETF | 0.28% | 1,797,039 | $80.6M | Add +3.5% |
| MTUM iShares MSCI USA Momentum Fa | 0.28% | 389,528 | $80.6M | Add +664.5% |
| NFLX Netflix Inc. | 0.28% | 90,259 | $80.5M | Add +8.7% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.27% | 294,760 | $79.5M | Add +0.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.27% | 399,359 | $78.9M | Reduce -1.9% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.26% | 869,932 | $76.5M | Add +35.0% |
| CVX Chevron Corp. | 0.26% | 520,647 | $75.4M | Reduce -6.7% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.25% | 2,076,301 | $72.6M | Add +23.3% |
| BLK BlackRock Inc. | 0.25% | 70,429 | $72.2M | Add +2.9% |
| PG The Procter & Gamble Co. | 0.25% | 429,169 | $72.0M | Add +3.3% |
| RSP Invesco S&P 500 Equal Weight | 0.25% | 407,747 | $71.4M | Add +21.1% |
| TLT iShares 20+ Year Treasury BD | 0.24% | 806,291 | $70.4M | Reduce -2.2% |
| IWD iShares Russell 1000 Value E | 0.24% | 377,266 | $69.8M | Add +1.9% |
| BNDX Vanguard Total Intl Bond ETF | 0.24% | 1,421,604 | $69.7M | Add +16.4% |
| PM Philip Morris International | 0.24% | 578,895 | $69.7M | Add +1.8% |
| UNH Unitedhealth Group Inc. | 0.24% | 134,646 | $68.1M | Add +1.2% |
| VEU Vanguard Ftse All-World Ex-U | 0.23% | 1,165,649 | $66.9M | Add +7.2% |
| VYM Vanguard High DVD Yield ETF | 0.23% | 516,418 | $65.9M | Reduce -6.0% |
| XLY SS Consumer Disc Select Sect | 0.23% | 293,334 | $65.8M | Add +26.5% |
| MTBA Simplify MBS ETF | 0.23% | 1,315,487 | $65.4M | Add +10.6% |
| SHY iShares 1-3 Year Treasury Bo | 0.22% | 789,188 | $64.7M | Add +7.5% |
| ITOT iShares Core S&P Total U.S. | 0.22% | 496,369 | $63.8M | Reduce -2.3% |
| BSV Vanguard Short-Term Bond ETF | 0.22% | 818,615 | $63.3M | Add +3.5% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.22% | 2,161,173 | $63.1M | Add +14.7% |
| AVEM Avantis Emerging Markets Eq | 0.22% | 1,069,210 | $62.9M | Add +13.6% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.22% | 182,544 | $62.7M | Reduce -9.0% |
| SMH Vaneck Semiconductor ETF | 0.21% | 256,909 | $62.2M | Add +2.9% |
| XOM Exxon Mobil Corp. | 0.21% | 564,918 | $60.8M | Add +3.4% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.21% | 611,071 | $60.2M | Reduce -0.7% |
| RDVY First Trust Rising Dividend | 0.21% | 1,017,213 | $60.2M | Add +2.8% |
| ABT Abbott Laboratories | 0.20% | 525,283 | $59.4M | Add +2.8% |
| NOW ServiceNow Inc. | 0.20% | 55,889 | $59.2M | Add +1.9% |
| JPST JPMorgan Ultra-Short Income | 0.20% | 1,175,006 | $59.2M | Add +24.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.20% | 530,324 | $59.1M | Reduce -0.7% |
Portfolio Sells Q3 2024 → Q4 2024
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -6.6% | 1.23% | −0.22 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -4.5% | 0.75% | −0.17 |
| SOXX iShares Semiconductor ETF | Reduce -51.2% | 0.07% | −0.09 |
| XLV SS Health Care Select Sector | Reduce -24.8% | 0.16% | −0.09 |
| ITB iShares U.S. Home Constructi | Reduce -68.2% | 0.03% | −0.09 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.8% | 0.85% | −0.08 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -31.7% | 0.14% | −0.08 |
| IQLT iShares MSCI International Q | Reduce -24.7% | 0.14% | −0.08 |
| LMT Lockheed Martin Corp. | Reduce -17.5% | 0.14% | −0.07 |
| PEP Pepsico Inc. | Reduce -29.4% | 0.10% | −0.07 |
| MRK Merck & Co. Inc. | Reduce -11.3% | 0.17% | −0.06 |
| XLI SS Industrial Select Sector | Reduce -27.7% | 0.12% | −0.06 |
| AMGN Amgen Inc. | Reduce -3.1% | 0.17% | −0.06 |
| TLT iShares 20+ Year Treasury BD | Reduce -2.2% | 0.24% | −0.05 |
| EEM iShares MSCI Emerging Market | Reduce -51.1% | 0.04% | −0.05 |
| PFE Pfizer Inc. | Reduce -21.4% | 0.10% | −0.05 |
| BSCO Invesco Bulletshares 2024 CB | Sold out | 0.00% | −0.04 |
| SBUX Starbucks Corp. | Reduce -9.2% | 0.18% | −0.04 |
| SLV iShares Silver Trust | Reduce -48.9% | 0.04% | −0.04 |
| IGEB iShares Investment Grade SYS | Reduce -32.7% | 0.07% | −0.04 |
| ACWX iShares MSCI Acwi Ex US ETF | Reduce -22.5% | 0.08% | −0.04 |
| IWX iShares Russell Top 200 Valu | Reduce -67.9% | 0.02% | −0.04 |
| VZ Verizon Communications Inc. | Reduce -1.3% | 0.20% | −0.04 |
| CVX Chevron Corp. | Reduce -6.7% | 0.26% | −0.04 |
| VTC Vanguard Total Corporate BND | Reduce -42.0% | 0.04% | −0.04 |
| IWM iShares Russell 2000 ETF | Reduce -18.2% | 0.13% | −0.04 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -0.6% | 0.43% | −0.04 |
| IEUR iShares Core MSCI Europe ETF | Reduce -15.6% | 0.09% | −0.04 |
| KLAC KLA Corp. | Reduce -42.0% | 0.03% | −0.04 |
| TMO Thermo Fisher Scientific Inc. | Reduce -12.4% | 0.08% | −0.04 |
| SCHQ Schwab Long-Term US Treasury | Reduce -52.7% | 0.02% | −0.03 |
| PDBC Invesco Optimum Yield Divers | Reduce -47.3% | 0.03% | −0.03 |
| ABLD Aba FCF Ral Aset Lad ETF-Usd | Sold out | 0.00% | −0.03 |
| HDV iShares Core High Dividend E | Reduce -14.8% | 0.11% | −0.03 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Reduce -7.8% | 0.18% | −0.03 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -28.8% | 0.05% | −0.03 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -24.7% | 0.05% | −0.03 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -10.1% | 0.15% | −0.03 |
| VYM Vanguard High DVD Yield ETF | Reduce -6.0% | 0.23% | −0.03 |
| ABOT Abacus FCF Innovation Leader | Sold out | 0.00% | −0.03 |
| JNJ Johnson & Johnson | Reduce -1.5% | 0.14% | −0.03 |
| STZ Constellation Brands Inc. Class A | Reduce -44.8% | 0.02% | −0.03 |
| PLD Prologis Inc. | Reduce -0.1% | 0.11% | −0.03 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -11.3% | 0.12% | −0.03 |
| IQV Iqvia Holdings Inc. | Reduce -2.8% | 0.09% | −0.03 |
| ABXB Abacus Flexible Bond Leaders | Sold out | 0.00% | −0.03 |
| TLTW iShares 20+ Bond Buywrite | Reduce -20.9% | 0.05% | −0.02 |
| XCEM Columbia Em Core Ex-China | Reduce -79.1% | 0.01% | −0.02 |
| XLB SS Materials Select Sector | Reduce -51.4% | 0.02% | −0.02 |
| CGGR Cap Group Growth Equity | Reduce -8.1% | 0.32% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| MTUM iShares MSCI USA Momentum Fa | Add +664.5% | 0.28% | +0.24 |
| AMZN Amazon.com Inc. | Add +2.2% | 1.47% | +0.18 |
| TSLA Tesla Inc. | Add +4.6% | 0.45% | +0.16 |
| JBND JPMorgan Active Bond ETF | Add +2905.7% | 0.13% | +0.13 |
| XLF SS Financial Select Sector | Add +29.4% | 0.48% | +0.11 |
| AAPL Apple Inc. | Add +3.6% | 2.02% | +0.10 |
| GOOGL Alphabet Inc. Class A | Add +5.4% | 0.81% | +0.10 |
| IAI iShares U.S. Broker-Dealers | Add +2290.9% | 0.10% | +0.10 |
| AVGO Broadcom Inc. | Add +5.3% | 0.38% | +0.10 |
| NVDA Nvidia Corp. | Add +1.0% | 1.51% | +0.08 |
| XLK SS Technology Select Sector | Add +31.1% | 0.36% | +0.08 |
| BIDD iShares International Divide | New | 0.08% | +0.08 |
| JPM JPMorgan Chase & Co. | Add +3.8% | 0.72% | +0.07 |
| SPHY SS SPDR P High Yield ETF | Add +186.4% | 0.12% | +0.07 |
| IAU iShares Gold Trust | Add +83.1% | 0.16% | +0.07 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +35.0% | 0.26% | +0.07 |
| FLQM Franklin U.S. Mid Cap Multif | Add +2040.9% | 0.07% | +0.07 |
| KVUE Kenvue Inc. | Add +528.3% | 0.08% | +0.07 |
| IYC iShares US Consumer Discreti | Add +593.4% | 0.08% | +0.07 |
| NFLX Netflix Inc. | Add +8.7% | 0.28% | +0.06 |
| XLY SS Consumer Disc Select Sect | Add +26.5% | 0.23% | +0.06 |
| VOO Vanguard S&P 500 ETF | Add +8.3% | 1.24% | +0.06 |
| GOOG Alphabet Inc. Class C | Add +4.9% | 0.41% | +0.05 |
| JPEF JPMorgan Equity Focus ETF | Add +132.3% | 0.08% | +0.04 |
| BKLN Invesco Senior Loan ETF | Add +161.3% | 0.07% | +0.04 |
| IWF iShares Russell 1000 Growth | Add +4.7% | 0.75% | +0.04 |
| CRM Salesforce Inc. | Add +10.3% | 0.20% | +0.04 |
| EWJ iShares MSCI Japan ETF | Add +156.6% | 0.07% | +0.04 |
| JEPQ JPM Nasdaq Equity Premium | Add +30.2% | 0.20% | +0.04 |
| CGUS Cap Group Core Equity | Add +23.3% | 0.25% | +0.04 |
| MBB iShares MBS ETF | Add +18.0% | 0.62% | +0.04 |
| GS Goldman Sachs Group Inc. | Add +17.4% | 0.18% | +0.04 |
| VIS Vanguard Industrials ETF | Add +398.7% | 0.05% | +0.04 |
| V Visa Inc. Class A | Add +0.3% | 0.46% | +0.04 |
| IAT iShares US Regional Banks Et | New | 0.04% | +0.04 |
| RING iShares MSCI Global Gold Min | Add +3600.2% | 0.04% | +0.04 |
| XMMO Invesco S&P Midcap Momentum | Add +54.2% | 0.11% | +0.04 |
| FTRB Fed Hermes TTL RTRN BND | New | 0.04% | +0.04 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +142.7% | 0.06% | +0.04 |
| EFG iShares MSCI Eafe Growth ETF | Add +23.7% | 0.70% | +0.04 |
| VFH Vanguard Financials ETF | Add +126.5% | 0.06% | +0.04 |
| MUB iShares National Muni Bond E | Add +14.0% | 0.63% | +0.04 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +23.3% | 0.29% | +0.03 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +42.7% | 0.14% | +0.03 |
| TBLL Invesco Short Term Treasury | Add +35.8% | 0.14% | +0.03 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +13.0% | 0.38% | +0.03 |
| JAAA Janus Henderson Aaa Clo ETF | Add +97.9% | 0.07% | +0.03 |
| VONG Vanguard Russell 1000 Growth | Add +18.5% | 0.18% | +0.03 |
| JPST JPMorgan Ultra-Short Income | Add +24.6% | 0.20% | +0.03 |
| IYE iShares U.S. Energy ETF | Add +348.2% | 0.04% | +0.03 |
Notes & Other Activity Q3 2024 → Q4 2024
| GABELLI UTILITY TRUST/THE | RIGHT 10/21/2024 | Sold out | 36,805 | $1Kbefore 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 | 3,252 | $49.0B | IVV, NVDA, AAPL, QQQ, VEA |
| Q1 2026 | 2,994 | $36.1B | IVV, NVDA, AAPL, MSFT, VEA |
| Q4 2025 | 3,037 | $41.0B | IVV, AAPL, NVDA, MSFT, QQQ |
| Q3 2025 | 2,877 | $37.5B | IVV, NVDA, MSFT, AAPL, QQQ |
| Q2 2025 | 2,802 | $34.6B | IVV, MSFT, QUAL, NVDA, AAPL |
| Q1 2025 | 2,683 | $30.0B | IVV, QUAL, AAPL, MSFT, QQQ |
| Q4 2024 | 2,658 | $29.0B | IVV, AAPL, QUAL, MSFT, QQQ |
| Q3 2024 | 2,566 | $27.4B | IVV, AAPL, QUAL, MSFT, QQQ |
| Q2 2024 | 2,470 | $24.8B | IVV, MSFT, QUAL, AAPL, QQQ |
| Q1 2024 | 2,465 | $24.3B | IVV, MSFT, QUAL, QQQ, AAPL |