MML Investors Services, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), MML Investors Services, LLC reported 2,683 stock positions worth $30.0 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 4.4% of the portfolio, followed by iShares MSCI USA Quality Fac (QUAL, 1.9%) and Apple (AAPL, 1.8%). Compared with Q4 2024, it opened 177 new positions, sold out of 152, added to 1,647 and reduced 840. The biggest buy was iShares S&P 500 Value ETF (IVE, shares +55%) and the biggest sale iShares MSCI Eafe Growth ETF (EFG, shares −41%).
- Most Recent 13F
- Q2 2026
- Location
- SPRINGFIELD, MA
- CIK
- 0000701059
- Portfolio Value
- $30.0B (Q1 2025)
- SEC Filing
- 0000701059-25-000010 ↗ filed May 14, 2025
Holdings Value
Holdings 2,683 stocks · $30.0B
| IVV iShares Core S&P 500 ETF | 4.35% | 2,325,039 | $1.3B | Add +3.3% |
| QUAL iShares MSCI USA Quality Fac | 1.94% | 3,410,006 | $582.7M | Add +11.2% |
| AAPL Apple Inc. | 1.79% | 2,415,359 | $536.5M | Add +3.3% |
| MSFT Microsoft Corp. | 1.56% | 1,245,250 | $467.5M | Add +6.3% |
| QQQ Invesco QQQ Trust Series 1 | 1.43% | 916,705 | $429.9M | Add +1.1% |
| VEA Vanguard Ftse Developed ETF | 1.29% | 7,621,927 | $387.4M | Add +5.9% |
| AMZN Amazon.com Inc. | 1.29% | 2,029,204 | $386.1M | Add +4.4% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.28% | 8,355,660 | $385.0M | Add +5.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.27% | 683,710 | $382.5M | Add +6.1% |
| NVDA Nvidia Corp. | 1.22% | 3,390,999 | $367.5M | Add +4.0% |
| VOO Vanguard S&P 500 ETF | 1.22% | 714,231 | $367.1M | Add +7.3% |
| IVW iShares S&P 500 Growth ETF | 1.03% | 3,320,053 | $308.2M | Add +9.3% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.98% | 6,019,761 | $293.5M | Add +12.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.90% | 729,109 | $270.4M | Reduce -4.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.83% | 3,278,256 | $248.0M | Add +5.8% |
| META Meta Platforms Inc. Class A | 0.80% | 415,404 | $239.4M | Add +5.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.77% | 1,341,254 | $231.7M | Reduce -7.4% |
| DGRO iShares Core Dividend Growth | 0.74% | 3,600,776 | $222.5M | Reduce -6.4% |
| IVE iShares S&P 500 Value ETF | 0.74% | 1,164,224 | $221.9M | Add +55.5% |
| JPM JPMorgan Chase & Co. | 0.73% | 896,977 | $220.0M | Add +3.6% |
| GOOGL Alphabet Inc. Class A | 0.68% | 1,318,377 | $203.9M | Add +5.8% |
| IWF iShares Russell 1000 Growth | 0.66% | 551,968 | $199.3M | Add +2.3% |
| EFV iShares MSCI Eafe Value ETF | 0.66% | 3,375,020 | $198.9M | Reduce -10.1% |
| MUB iShares National Muni Bond E | 0.64% | 1,819,938 | $191.9M | Add +6.0% |
| IJH iShares Core S&P Midcap ETF | 0.63% | 3,245,957 | $189.4M | Add +12.1% |
| JEPI JPMorgan Equity Premium Inco | 0.61% | 3,199,188 | $182.8M | Add +17.1% |
| SCHG Schwab US Large-Cap Growth | 0.59% | 7,065,460 | $176.9M | Add +12.3% |
| IEMG iShares Core MSCI Emerging | 0.57% | 3,182,409 | $171.8M | Add +42.1% |
| MBB iShares MBS ETF | 0.57% | 1,813,739 | $170.1M | Reduce -7.2% |
| SCHD Schwab US DVD Equity ETF | 0.55% | 5,872,993 | $164.2M | Add +9.0% |
| XLF SS Financial Select Sector | 0.55% | 3,290,362 | $163.9M | Add +15.5% |
| FELG Fidelity Enh LRG Cap GWTH | 0.52% | 4,969,365 | $156.5M | Add +4.0% |
| V Visa Inc. Class A | 0.52% | 444,396 | $155.7M | Add +6.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.52% | 292,146 | $155.6M | Add +4.7% |
| AGG iShares Core U.S. Aggregate | 0.51% | 1,546,570 | $153.0M | Add +27.9% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.47% | 4,002,118 | $142.6M | Add +8.8% |
| BND Vanguard Total Bond Market | 0.43% | 1,760,749 | $129.3M | Add +3.2% |
| IYW iShares Ustechnology ETF | 0.43% | 920,001 | $129.2M | Add +8.2% |
| IJR iShares Core S&P Small-Cap E | 0.43% | 1,231,676 | $128.8M | Add +9.4% |
| ABBV Abbvie Inc. | 0.42% | 606,930 | $127.2M | Add +1.0% |
| GLD SPDR Gold Shares | 0.41% | 429,641 | $123.8M | Add +16.9% |
| EFG iShares MSCI Eafe Growth ETF | 0.41% | 1,234,823 | $123.5M | Reduce -41.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.40% | 440,978 | $121.2M | Add +0.0% |
| VWO Vanguard Ftse Emerging Marke | 0.39% | 2,620,044 | $118.6M | Add +2.9% |
| LLY Eli Lilly & Co. | 0.37% | 135,338 | $111.8M | Add +6.5% |
| VIG Vanguard Dividend Apprec ETF | 0.36% | 564,731 | $109.6M | Add +0.3% |
| HD Home Depot Inc. | 0.36% | 298,575 | $109.4M | Add +6.2% |
| COWZ Pacer US Cash Cows 100 ETF | 0.35% | 1,939,169 | $106.2M | Reduce -11.9% |
| COST Costco Wholesale Corp. | 0.35% | 111,252 | $105.2M | Add +2.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.34% | 1,571,308 | $103.3M | Reduce -0.6% |
| GOOG Alphabet Inc. Class C | 0.34% | 656,330 | $102.5M | Add +4.7% |
| IWY iShares Russell Top 200 Grow | 0.34% | 480,599 | $101.4M | Reduce -18.3% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.34% | 1,839,414 | $101.3M | Reduce -17.8% |
| RSP Invesco S&P 500 Equal Weight | 0.34% | 583,103 | $101.0M | Add +43.0% |
| TLH iShares 10-20 Year Treasury | 0.33% | 968,860 | $100.5M | Add +156.2% |
| PM Philip Morris International | 0.32% | 613,446 | $97.4M | Add +6.0% |
| CGGR Cap Group Growth Equity | 0.32% | 2,800,681 | $95.9M | Add +13.3% |
| MA Mastercard Inc. Class A | 0.31% | 171,065 | $93.8M | Add +1.1% |
| QQQM Invesco Nasdaq 100 ETF | 0.31% | 477,830 | $92.2M | Add +5.1% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.31% | 1,757,506 | $92.1M | Add +7.1% |
| WMT Walmart Inc. | 0.31% | 1,047,794 | $92.0M | Add +1.4% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.31% | 844,529 | $91.8M | Add +2.8% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.30% | 2,731,036 | $91.2M | Add +31.5% |
| IAU iShares Gold Trust | 0.30% | 1,543,211 | $91.0M | Add +60.7% |
| NFLX Netflix Inc. | 0.30% | 97,053 | $90.5M | Add +7.5% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.30% | 358,217 | $90.2M | Reduce -3.1% |
| AVGO Broadcom Inc. | 0.30% | 537,857 | $90.1M | Add +12.7% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.29% | 2,438,005 | $88.5M | Add +93.6% |
| TSLA Tesla Inc. | 0.29% | 339,207 | $87.9M | Add +4.8% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.29% | 2,943,110 | $87.4M | Reduce -1.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.28% | 382,148 | $84.7M | Reduce -10.4% |
| CVX Chevron Corp. | 0.28% | 501,586 | $83.9M | Reduce -3.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.28% | 324,393 | $83.9M | Reduce -3.8% |
| OEF iShares S&P 100 ETF | 0.27% | 302,963 | $82.1M | Add +387.3% |
| XLK SS Technology Select Sector | 0.26% | 379,928 | $78.4M | Reduce -14.3% |
| AVEM Avantis Emerging Markets Eq | 0.26% | 1,290,497 | $77.6M | Add +20.7% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.25% | 295,287 | $75.9M | Add +0.2% |
| PG The Procter & Gamble Co. | 0.25% | 445,140 | $75.9M | Add +3.7% |
| XOM Exxon Mobil Corp. | 0.25% | 637,713 | $75.8M | Add +12.9% |
| MTUM iShares MSCI USA Momentum Fa | 0.25% | 371,614 | $75.1M | Reduce -4.6% |
| IWD iShares Russell 1000 Value E | 0.25% | 399,099 | $75.1M | Add +5.8% |
| RDVY First Trust Rising Dividend | 0.25% | 1,269,467 | $74.3M | Add +24.8% |
| BNDX Vanguard Total Intl Bond ETF | 0.25% | 1,511,505 | $73.8M | Add +6.3% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.24% | 2,557,602 | $72.5M | Add +18.3% |
| SHY iShares 1-3 Year Treasury Bo | 0.24% | 874,069 | $72.3M | Add +10.8% |
| MTBA Simplify MBS ETF | 0.24% | 1,429,216 | $71.7M | Add +8.7% |
| UNH Unitedhealth Group Inc. | 0.24% | 136,391 | $71.4M | Add +1.3% |
| ABT Abbott Laboratories | 0.24% | 534,688 | $70.9M | Add +1.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.23% | 423,822 | $70.4M | Add +6.1% |
| VYM Vanguard High DVD Yield ETF | 0.23% | 540,349 | $69.7M | Add +4.6% |
| BLK BlackRock Inc. | 0.23% | 71,729 | $67.9M | Add +1.9% |
| VZ Verizon Communications Inc. | 0.22% | 1,473,079 | $66.8M | Add +2.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.22% | 829,566 | $66.7M | Reduce -4.6% |
| JPEF JPMorgan Equity Focus ETF | 0.21% | 1,000,182 | $63.7M | Add +192.9% |
| BSV Vanguard Short-Term Bond ETF | 0.21% | 812,106 | $63.6M | Reduce -0.8% |
| CSCO Cisco Systems Inc. | 0.21% | 1,019,425 | $62.9M | Add +5.7% |
| IEUR iShares Core MSCI Europe ETF | 0.21% | 1,038,031 | $62.4M | Add +119.3% |
| XLC SS Comm Select Sector SPDR | 0.21% | 646,718 | $62.4M | Add +55.2% |
| XLV SS Health Care Select Sector | 0.21% | 425,066 | $62.1M | Add +25.7% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.20% | 177,608 | $61.3M | Reduce -5.2% |
Portfolio Sells Q4 2024 → Q1 2025
| EFG iShares MSCI Eafe Growth ETF | Reduce -41.3% | 0.41% | −0.29 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -4.8% | 0.90% | −0.18 |
| IWY iShares Russell Top 200 Grow | Reduce -18.3% | 0.34% | −0.14 |
| FBND Fidelity Total Bond ETF | Reduce -34.7% | 0.18% | −0.10 |
| TLT iShares 20+ Year Treasury BD | Reduce -40.2% | 0.15% | −0.10 |
| XLK SS Technology Select Sector | Reduce -14.3% | 0.26% | −0.09 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -17.8% | 0.34% | −0.09 |
| XLE SS Energy Select Sector | Reduce -44.6% | 0.11% | −0.08 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -11.9% | 0.35% | −0.08 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -7.4% | 0.77% | −0.07 |
| DGRO iShares Core Dividend Growth | Reduce -6.4% | 0.74% | −0.07 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -10.4% | 0.28% | −0.07 |
| ESGU iShares ESG Aware MSCI USA | Reduce -39.5% | 0.08% | −0.06 |
| IFRA iShares US Infrastructure | Reduce -54.4% | 0.05% | −0.06 |
| XLY SS Consumer Disc Select Sect | Reduce -13.2% | 0.17% | −0.06 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -3.1% | 0.30% | −0.06 |
| SOFI Sofi Technologies Inc. | Reduce -77.7% | 0.01% | −0.05 |
| MBB iShares MBS ETF | Reduce -7.2% | 0.57% | −0.05 |
| VCLT Vanguard Long-Term Corp. Bond | Reduce -31.8% | 0.10% | −0.05 |
| MCHP Microchip Technology Inc. | Reduce -85.2% | 0.01% | −0.05 |
| DFS Discover Financial Services | Reduce -30.8% | 0.09% | −0.05 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -8.1% | 0.17% | −0.04 |
| JPST JPMorgan Ultra-Short Income | Reduce -18.8% | 0.16% | −0.04 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -4.6% | 0.22% | −0.04 |
| IGV iShares Expanded Tech-Softwa | Reduce -21.5% | 0.08% | −0.04 |
| JCPB JPMorgan Core Plus Bond ETF | Reduce -63.3% | 0.02% | −0.04 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -17.1% | 0.20% | −0.04 |
| SMH Vaneck Semiconductor ETF | Reduce -0.1% | 0.18% | −0.03 |
| IAI iShares U.S. Broker-Dealers | Reduce -27.7% | 0.07% | −0.03 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Reduce -4.4% | 0.12% | −0.03 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -0.6% | 0.34% | −0.03 |
| DIS The Walt Disney Co. | Reduce -1.1% | 0.17% | −0.03 |
| IAK iShares U.S. Insurance ETF | Reduce -34.9% | 0.07% | −0.03 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -8.4% | 0.15% | −0.03 |
| CCI Crown Castle Inc. | Reduce -62.2% | 0.02% | −0.03 |
| BKNG Booking Holdings Inc. | Reduce -4.7% | 0.16% | −0.03 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -4.6% | 0.25% | −0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -3.8% | 0.28% | −0.03 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -9.9% | 0.17% | −0.03 |
| DECK Deckers Outdoor Corp. | Reduce -38.3% | 0.01% | −0.03 |
| CWB SS SPDR BB Conv Sec ETF | Reduce -47.8% | 0.03% | −0.03 |
| AMD Advanced Micro Devices | Reduce -0.8% | 0.11% | −0.02 |
| PZA Invesco National Amt-Free Mu | Reduce -39.7% | 0.03% | −0.02 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -1.8% | 0.29% | −0.02 |
| SUB iShares Short-Term National | Reduce -33.6% | 0.04% | −0.02 |
| XMMO Invesco S&P Midcap Momentum | Reduce -11.5% | 0.09% | −0.02 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -74.1% | 0.01% | −0.02 |
| DFAC Dimensional US Core Equity 2 | Reduce -5.6% | 0.15% | −0.02 |
| ITB iShares U.S. Home Constructi | Reduce -72.3% | 0.01% | −0.02 |
| SPEM State Street SP PTF Em ETF | Reduce -21.4% | 0.08% | −0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| IVE iShares S&P 500 Value ETF | Add +55.5% | 0.74% | +0.25 |
| OEF iShares S&P 100 ETF | Add +387.3% | 0.27% | +0.21 |
| TLH iShares 10-20 Year Treasury | Add +156.2% | 0.33% | +0.20 |
| IEMG iShares Core MSCI Emerging | Add +42.1% | 0.57% | +0.17 |
| HEFA Isha Curr Hedged MSCI Eafe | Add +93.6% | 0.29% | +0.14 |
| IAU iShares Gold Trust | Add +60.7% | 0.30% | +0.14 |
| JPEF JPMorgan Equity Focus ETF | Add +192.9% | 0.21% | +0.13 |
| IEUR iShares Core MSCI Europe ETF | Add +119.3% | 0.21% | +0.12 |
| GLD SPDR Gold Shares | Add +16.9% | 0.41% | +0.11 |
| AGG iShares Core U.S. Aggregate | Add +27.9% | 0.51% | +0.10 |
| VEA Vanguard Ftse Developed ETF | Add +5.9% | 1.29% | +0.10 |
| RSP Invesco S&P 500 Equal Weight | Add +43.0% | 0.34% | +0.09 |
| PM Philip Morris International | Add +6.0% | 0.32% | +0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +4.7% | 0.52% | +0.08 |
| SCHQ Schwab Long-Term US Treasury | Add +346.4% | 0.11% | +0.08 |
| IEFA iShares Core MSCI Eafe ETF | Add +5.8% | 0.83% | +0.07 |
| PSMO Pacer Swan Sos Mod Oct ETF | New | 0.07% | +0.07 |
| XLF SS Financial Select Sector | Add +15.5% | 0.55% | +0.07 |
| XLI SS Industrial Select Sector | Add +63.4% | 0.19% | +0.07 |
| XLC SS Comm Select Sector SPDR | Add +55.2% | 0.21% | +0.07 |
| JEPI JPMorgan Equity Premium Inco | Add +17.1% | 0.61% | +0.07 |
| HIMU iShares High Yild Muni A ETF | New | 0.06% | +0.06 |
| V Visa Inc. Class A | Add +6.4% | 0.52% | +0.06 |
| QUAL iShares MSCI USA Quality Fac | Add +11.2% | 1.94% | +0.06 |
| ABBV Abbvie Inc. | Add +1.0% | 0.42% | +0.05 |
| CGUS Cap Group Core Equity | Add +31.5% | 0.30% | +0.05 |
| JAAA Janus Henderson Aaa Clo ETF | Add +83.0% | 0.12% | +0.05 |
| PH Parker Hannifin Corp. | Add +108.3% | 0.11% | +0.05 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +5.8% | 1.28% | +0.05 |
| XLV SS Health Care Select Sector | Add +25.7% | 0.21% | +0.05 |
| CGGE Cap Group Global Eq | New | 0.05% | +0.05 |
| PLD Prologis Inc. | Add +38.6% | 0.15% | +0.04 |
| THRO iShares U.S. Thematic Rotati | New | 0.04% | +0.04 |
| XOM Exxon Mobil Corp. | Add +12.9% | 0.25% | +0.04 |
| AVEM Avantis Emerging Markets Eq | Add +20.7% | 0.26% | +0.04 |
| RDVY First Trust Rising Dividend | Add +24.8% | 0.25% | +0.04 |
| MS Morgan Stanley | Add +45.5% | 0.17% | +0.04 |
| SCHD Schwab US DVD Equity ETF | Add +9.0% | 0.55% | +0.04 |
| MUNI PIMCO Intermediate Municipal | Add +658.1% | 0.04% | +0.04 |
| DDWM Wisdomtree DY Inter Eq FD-US | Add +248.9% | 0.05% | +0.04 |
| MISL First Trust Indxx Aero & Def | New | 0.03% | +0.03 |
| PJAN Innovator U.S. Equity Power | Add +44.5% | 0.13% | +0.03 |
| SPMO Invesco S&P 500 Momentum ETF | Add +74.2% | 0.09% | +0.03 |
| LLY Eli Lilly & Co. | Add +6.5% | 0.37% | +0.03 |
| TBIL F/M US Treasury 3 Month Bill | Add +35.4% | 0.14% | +0.03 |
| USMV iShares MSCI USA Min Vol Fac | Add +21.5% | 0.17% | +0.03 |
| JMUB JPMorgan Municipal ETF | Add +52.9% | 0.10% | +0.03 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +15.4% | 0.20% | +0.03 |
| ABT Abbott Laboratories | Add +1.8% | 0.24% | +0.03 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +12.4% | 0.98% | +0.03 |
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 |