MML Investors Services, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), MML Investors Services, LLC reported 2,877 stock positions worth $37.5 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 3.2% of the portfolio, followed by Nvidia (NVDA, 1.8%) and Microsoft (MSFT, 1.8%). Compared with Q2 2025, it opened 205 new positions, sold out of 130, added to 1,407 and reduced 1,246. The biggest buy was a new position in iShares DYN Act ETF (BDYN) and the biggest sale iShares MSCI USA Quality Fac (QUAL, shares −28%).
- Most Recent 13F
- Q2 2026
- Location
- SPRINGFIELD, MA
- CIK
- 0000701059
- Portfolio Value
- $37.5B (Q3 2025)
- SEC Filing
- 0000701059-25-000019 ↗ filed Nov 14, 2025
Holdings Value
Holdings 2,877 stocks · $37.5B
| IVV iShares Core S&P 500 ETF | 3.18% | 1,779,473 | $1.2B | Reduce -10.2% |
| NVDA Nvidia Corp. | 1.83% | 3,678,178 | $686.3M | Add +1.3% |
| MSFT Microsoft Corp. | 1.82% | 1,316,465 | $681.9M | Add +1.7% |
| AAPL Apple Inc. | 1.78% | 2,623,518 | $668.0M | Add +2.4% |
| QQQ Invesco QQQ Trust Series 1 | 1.43% | 892,314 | $535.7M | Reduce -5.5% |
| QUAL iShares MSCI USA Quality Fac | 1.29% | 2,494,581 | $485.2M | Reduce -27.8% |
| AMZN Amazon.com Inc. | 1.28% | 2,187,748 | $480.4M | Add +1.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.25% | 703,363 | $468.6M | Add +2.0% |
| VOO Vanguard S&P 500 ETF | 1.24% | 756,835 | $463.5M | Add +4.1% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.21% | 7,647,661 | $452.7M | Add +15.8% |
| VEA Vanguard Ftse Developed ETF | 1.20% | 7,512,704 | $450.2M | Reduce -1.5% |
| IVW iShares S&P 500 Growth ETF | 1.06% | 3,286,708 | $396.8M | Reduce -1.4% |
| IEMG iShares Core MSCI Emerging | 1.00% | 5,658,149 | $373.0M | Add +14.0% |
| GOOGL Alphabet Inc. Class A | 0.96% | 1,484,232 | $360.8M | Add +6.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.94% | 737,447 | $353.7M | Reduce -6.1% |
| META Meta Platforms Inc. Class A | 0.88% | 450,322 | $330.7M | Add +3.7% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.87% | 6,969,354 | $325.5M | Reduce -14.8% |
| SCHG Schwab US Large-Cap Growth | 0.87% | 10,174,284 | $324.7M | Add +17.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.83% | 3,542,447 | $309.3M | Reduce -3.6% |
| EFV iShares MSCI Eafe Value ETF | 0.81% | 4,458,037 | $302.4M | Reduce -21.7% |
| IVE iShares S&P 500 Value ETF | 0.78% | 1,413,565 | $291.9M | Add +1.3% |
| JPM JPMorgan Chase & Co. | 0.76% | 899,309 | $283.7M | Reduce -2.4% |
| BDYN iShares DYN Act ETF | 0.73% | 10,770,199 | $272.6M | New |
| OEF iShares S&P 100 ETF | 0.72% | 808,214 | $269.0M | Add +74.7% |
| DGRO iShares Core Dividend Growth | 0.68% | 3,743,883 | $254.9M | Reduce -17.4% |
| FELG Fidelity Enh LRG Cap GWTH | 0.66% | 6,057,861 | $249.1M | Add +1.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.64% | 1,288,593 | $240.3M | Reduce -1.1% |
| IWF iShares Russell 1000 Growth | 0.64% | 511,865 | $239.8M | Add +2.5% |
| XLF SS Financial Select Sector | 0.57% | 3,989,407 | $214.9M | Add +25.6% |
| AVGO Broadcom Inc. | 0.56% | 639,869 | $211.1M | Add +2.9% |
| IJH iShares Core S&P Midcap ETF | 0.53% | 3,036,938 | $198.2M | Reduce -6.1% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.50% | 4,485,408 | $188.5M | Reduce -0.3% |
| BND Vanguard Total Bond Market | 0.50% | 2,517,023 | $187.2M | Add +18.9% |
| MUB iShares National Muni Bond E | 0.49% | 1,734,184 | $184.7M | Reduce -11.4% |
| MBB iShares MBS ETF | 0.47% | 1,858,126 | $176.8M | Reduce -2.7% |
| TLH iShares 10-20 Year Treasury | 0.45% | 1,654,000 | $170.3M | Add +31.4% |
| GOOG Alphabet Inc. Class C | 0.45% | 690,681 | $168.2M | Add +3.9% |
| SCHD Schwab US DVD Equity ETF | 0.43% | 5,952,247 | $162.5M | Reduce -1.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.43% | 2,069,030 | $162.1M | Reduce -2.9% |
| MTUM iShares MSCI USA Momentum Fa | 0.43% | 630,865 | $161.8M | Add +47.0% |
| JEPI JPMorgan Equity Premium Inco | 0.43% | 2,833,158 | $161.8M | Reduce -15.6% |
| BDVL iShares DV Equity Active ETF | 0.42% | 6,370,029 | $159.3M | New |
| V Visa Inc. Class A | 0.42% | 458,698 | $156.6M | Add +0.2% |
| GLD SPDR Gold Shares | 0.41% | 436,254 | $155.1M | Reduce -2.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.41% | 469,390 | $154.0M | Reduce -1.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.41% | 302,362 | $152.0M | Reduce -1.1% |
| VWO Vanguard Ftse Emerging Marke | 0.41% | 2,804,960 | $152.0M | Add +0.6% |
| TSLA Tesla Inc. | 0.40% | 338,023 | $150.3M | Add +0.6% |
| BAI Ishrs AI in and Tech Act ETF | 0.40% | 4,336,683 | $148.1M | Add +148.3% |
| CGGR Cap Group Growth Equity | 0.39% | 3,338,111 | $146.6M | Add +2.3% |
| ABBV Abbvie Inc. | 0.39% | 631,393 | $146.2M | Reduce -0.7% |
| IAU iShares Gold Trust | 0.39% | 2,008,348 | $146.1M | Add +29.3% |
| THRO iShares U.S. Thematic Rotati | 0.39% | 3,836,763 | $145.3M | Add +1.5% |
| IJR iShares Core S&P Small-Cap E | 0.38% | 1,210,705 | $143.9M | Reduce -1.7% |
| AGG iShares Core U.S. Aggregate | 0.37% | 1,400,997 | $140.4M | Add +2.2% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.37% | 2,589,855 | $137.9M | Add +27.8% |
| ITA iShares U.S. Aerospace & Def | 0.36% | 650,152 | $136.1M | Add +135.8% |
| AVEM Avantis Emerging Markets Eq | 0.36% | 1,800,639 | $135.2M | Add +4.0% |
| VIG Vanguard Dividend Apprec ETF | 0.34% | 585,311 | $126.3M | Add +0.4% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.33% | 3,165,889 | $125.2M | Add +4.4% |
| HD Home Depot Inc. | 0.33% | 308,055 | $124.8M | Add +1.4% |
| QQQM Invesco Nasdaq 100 ETF | 0.33% | 504,041 | $124.6M | Add +0.1% |
| XLK SS Technology Select Sector | 0.33% | 439,425 | $123.9M | Add +26.4% |
| NFLX Netflix Inc. | 0.33% | 101,966 | $122.2M | Add +2.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.32% | 431,438 | $120.5M | Reduce -4.8% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.31% | 1,051,305 | $117.2M | Add +17.0% |
| COST Costco Wholesale Corp. | 0.31% | 124,893 | $115.6M | Add +6.1% |
| WMT Walmart Inc. | 0.30% | 1,097,044 | $113.1M | Add +0.4% |
| IWY iShares Russell Top 200 Grow | 0.30% | 413,003 | $113.0M | Reduce -18.4% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.30% | 3,315,259 | $110.8M | Add +0.9% |
| JIRE JPMorgan Int Res Enh Eqty | 0.29% | 1,498,831 | $110.2M | Add +10.3% |
| LLY Eli Lilly & Co. | 0.29% | 144,028 | $109.9M | Reduce -5.3% |
| PLTR Palantir Technologies Inc. Class A | 0.29% | 599,419 | $109.3M | Reduce -1.1% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.28% | 1,020,620 | $106.7M | Add +2.0% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.28% | 356,456 | $106.1M | Add +0.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.28% | 356,092 | $104.6M | Reduce -16.1% |
| XLI SS Industrial Select Sector | 0.27% | 665,513 | $102.6M | Add +27.8% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.27% | 2,995,195 | $102.3M | Add +8.8% |
| PM Philip Morris International | 0.27% | 627,429 | $101.8M | Reduce -1.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.27% | 395,480 | $100.6M | Reduce -0.2% |
| COWZ Pacer US Cash Cows 100 ETF | 0.26% | 1,726,023 | $99.2M | Reduce -7.5% |
| MA Mastercard Inc. Class A | 0.25% | 167,478 | $95.3M | Add +1.6% |
| RDVY First Trust Rising Dividend | 0.25% | 1,403,214 | $94.4M | Add +3.3% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.25% | 298,709 | $92.0M | Reduce -0.7% |
| FBND Fidelity Total Bond ETF | 0.24% | 1,961,520 | $90.7M | Add +12.7% |
| SMH Vaneck Semiconductor ETF | 0.24% | 272,480 | $88.9M | Reduce -2.9% |
| RSP Invesco S&P 500 Equal Weight | 0.23% | 457,019 | $86.7M | Reduce -3.7% |
| SPHQ Invesco S&P 500 Quality ETF | 0.23% | 1,151,960 | $84.4M | Add +80.2% |
| XOM Exxon Mobil Corp. | 0.22% | 743,880 | $83.9M | Add +9.8% |
| IWD iShares Russell 1000 Value E | 0.22% | 408,283 | $83.1M | Add +2.4% |
| MTBA Simplify MBS ETF | 0.22% | 1,639,072 | $82.5M | Add +8.7% |
| VYM Vanguard High DVD Yield ETF | 0.22% | 580,196 | $81.8M | Add +0.7% |
| IEUR iShares Core MSCI Europe ETF | 0.22% | 1,184,903 | $80.7M | Add +13.4% |
| BLK BlackRock Inc. | 0.22% | 69,217 | $80.7M | Reduce -7.6% |
| BNDX Vanguard Total Intl Bond ETF | 0.21% | 1,604,549 | $79.4M | Add +5.7% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.21% | 1,456,797 | $77.3M | Add +16.8% |
| MS Morgan Stanley | 0.20% | 478,947 | $76.1M | Add +0.2% |
| CVX Chevron Corp. | 0.20% | 489,469 | $76.0M | Reduce -4.5% |
| XLC SS Comm Select Sector SPDR | 0.20% | 638,041 | $75.5M | Reduce -34.3% |
| CSCO Cisco Systems Inc. | 0.20% | 1,092,049 | $74.7M | Reduce -0.4% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $2K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| COHEN & STEERS INFRASTRU | RIGHT 10/16/2025 | 17,422 | $1K | Add +6.5% |
| CLEARBRIDGE ENERGY MI-RT | RIGHT 10/10/2025 | 13,278 | $252 | Reduce -18.7% |
Total filed on the 13F, all lines: $37.5B.
Portfolio Sells Q2 2025 → Q3 2025
| QUAL iShares MSCI USA Quality Fac | Reduce -27.8% | 1.29% | −0.53 |
| IVV iShares Core S&P 500 ETF | Reduce -10.2% | 3.18% | −0.37 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -66.0% | 0.14% | −0.29 |
| IYW iShares Ustechnology ETF | Reduce -60.6% | 0.18% | −0.26 |
| EFV iShares MSCI Eafe Value ETF | Reduce -21.7% | 0.81% | −0.24 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -14.8% | 0.87% | −0.22 |
| DGRO iShares Core Dividend Growth | Reduce -17.4% | 0.68% | −0.16 |
| JEPI JPMorgan Equity Premium Inco | Reduce -15.6% | 0.43% | −0.12 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Reduce -63.0% | 0.06% | −0.11 |
| XLC SS Comm Select Sector SPDR | Reduce -34.3% | 0.20% | −0.10 |
| MUB iShares National Muni Bond E | Reduce -11.4% | 0.49% | −0.10 |
| VONG Vanguard Russell 1000 Growth | Reduce -47.7% | 0.10% | −0.09 |
| VONV Vanguard Russell 1000 Value | Reduce -47.7% | 0.09% | −0.09 |
| ACN Accenture PLC Class A | Reduce -56.3% | 0.04% | −0.09 |
| PSMO Pacer Swan Sos Mod Oct ETF | Sold out | 0.00% | −0.08 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -5.5% | 1.43% | −0.07 |
| PM Philip Morris International | Reduce -1.9% | 0.27% | −0.06 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -16.1% | 0.28% | −0.06 |
| PJAN Innovator U.S. Equity Power | Reduce -55.5% | 0.05% | −0.06 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -3.6% | 0.83% | −0.06 |
| IWY iShares Russell Top 200 Grow | Reduce -18.4% | 0.30% | −0.06 |
| VEA Vanguard Ftse Developed ETF | Reduce -1.5% | 1.20% | −0.05 |
| FEZ State Street SPDR Euro Stoxx | Reduce -80.5% | 0.01% | −0.05 |
| DFAC Dimensional US Core Equity 2 | Reduce -33.3% | 0.10% | −0.05 |
| IJH iShares Core S&P Midcap ETF | Reduce -6.1% | 0.53% | −0.05 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -6.1% | 0.94% | −0.05 |
| LLY Eli Lilly & Co. | Reduce -5.3% | 0.29% | −0.05 |
| XMHQ Invesco S&P Midcap Qual ETF | Reduce -47.5% | 0.05% | −0.05 |
| DFAT Dimensional US Target Value | Reduce -64.0% | 0.03% | −0.05 |
| MBB iShares MBS ETF | Reduce -2.7% | 0.47% | −0.05 |
| TBIL F/M US Treasury 3 Month Bill | Reduce -24.0% | 0.10% | −0.04 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Reduce -40.4% | 0.07% | −0.04 |
| KVUE Kenvue Inc. | Reduce -40.8% | 0.03% | −0.04 |
| JPEF JPMorgan Equity Focus ETF | Reduce -16.8% | 0.18% | −0.04 |
| ADBE Adobe Inc. | Reduce -13.2% | 0.11% | −0.04 |
| ISRG Intuitive Surgical Inc. | Reduce -25.8% | 0.05% | −0.04 |
| AMP Ameriprise Financial Inc. | Reduce -15.5% | 0.10% | −0.04 |
| VCIT Vanguard Int-Term Corporate | Reduce -45.1% | 0.04% | −0.04 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -21.6% | 0.12% | −0.04 |
| CMG Chipotle Mexican Grill Inc. | Reduce -13.4% | 0.05% | −0.04 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -8.7% | 0.20% | −0.04 |
| UNH Unitedhealth Group Inc. | Reduce -22.9% | 0.13% | −0.04 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -50.1% | 0.03% | −0.04 |
| ABT Abbott Laboratories | Reduce -7.3% | 0.19% | −0.03 |
| DIS The Walt Disney Co. | Reduce -3.4% | 0.15% | −0.03 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -7.5% | 0.26% | −0.03 |
| NOW ServiceNow Inc. | Reduce -0.4% | 0.15% | −0.03 |
| BKNG Booking Holdings Inc. | Reduce -3.8% | 0.15% | −0.03 |
| MARW Alianzim US Eq BFR20 Mar-Usd | Reduce -80.9% | 0.01% | −0.03 |
| SCHD Schwab US DVD Equity ETF | Reduce -1.8% | 0.43% | −0.03 |
Portfolio Buys Q2 2025 → Q3 2025
| BDYN iShares DYN Act ETF | New | 0.73% | +0.73 |
| BDVL iShares DV Equity Active ETF | New | 0.42% | +0.42 |
| OEF iShares S&P 100 ETF | Add +74.7% | 0.72% | +0.31 |
| AAPL Apple Inc. | Add +2.4% | 1.78% | +0.27 |
| GOOGL Alphabet Inc. Class A | Add +6.0% | 0.96% | +0.25 |
| BAI Ishrs AI in and Tech Act ETF | Add +148.3% | 0.40% | +0.25 |
| ITA iShares U.S. Aerospace & Def | Add +135.8% | 0.36% | +0.21 |
| NVDA Nvidia Corp. | Add +1.3% | 1.83% | +0.18 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +15.8% | 1.21% | +0.17 |
| SCHG Schwab US Large-Cap Growth | Add +17.7% | 0.87% | +0.14 |
| IEMG iShares Core MSCI Emerging | Add +14.0% | 1.00% | +0.14 |
| MTUM iShares MSCI USA Momentum Fa | Add +47.0% | 0.43% | +0.13 |
| IAU iShares Gold Trust | Add +29.3% | 0.39% | +0.11 |
| GOOG Alphabet Inc. Class C | Add +3.9% | 0.45% | +0.11 |
| SPHQ Invesco S&P 500 Quality ETF | Add +80.2% | 0.23% | +0.09 |
| XLF SS Financial Select Sector | Add +25.6% | 0.57% | +0.09 |
| TSLA Tesla Inc. | Add +0.6% | 0.40% | +0.09 |
| TLH iShares 10-20 Year Treasury | Add +31.4% | 0.45% | +0.09 |
| XLK SS Technology Select Sector | Add +26.4% | 0.33% | +0.08 |
| XLY SS Consumer Disc Select Sect | Add +67.5% | 0.18% | +0.07 |
| AVGO Broadcom Inc. | Add +2.9% | 0.56% | +0.07 |
| CGHM Cap Group Muni High-Income | Add +879.9% | 0.07% | +0.07 |
| HSY The Hershey Co. | Add +658.2% | 0.07% | +0.06 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +27.8% | 0.37% | +0.06 |
| CGGE Cap Group Global Eq | Add +98.5% | 0.11% | +0.05 |
| XLI SS Industrial Select Sector | Add +27.8% | 0.27% | +0.05 |
| IYG iShares U.S. Financial Servi | Add +844.3% | 0.06% | +0.05 |
| BND Vanguard Total Bond Market | Add +18.9% | 0.50% | +0.05 |
| SPYI Neos S&P 500 High Income ETF | Add +149.5% | 0.08% | +0.05 |
| VOO Vanguard S&P 500 ETF | Add +4.1% | 1.24% | +0.05 |
| XMMO Invesco S&P Midcap Momentum | Add +50.5% | 0.12% | +0.04 |
| XLE SS Energy Select Sector | Add +42.0% | 0.14% | +0.04 |
| CGMM Cap Group Small and Mid Cap | Add +214.4% | 0.05% | +0.04 |
| FHDG Ftequity Qrtrly DYN Buff ETF | New | 0.04% | +0.04 |
| ICVT iShares Convertible Bond ETF | Add +89.7% | 0.07% | +0.04 |
| VXUS Vanguard Total Intl Stock | Add +34.1% | 0.14% | +0.03 |
| SLV iShares Silver Trust | Add +18.0% | 0.12% | +0.03 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +31.3% | 0.18% | +0.03 |
| MAS Masco Corp. | Add +173.9% | 0.05% | +0.03 |
| LRCX Lam Research Corp. | Add +40.0% | 0.07% | +0.03 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +17.0% | 0.31% | +0.03 |
| CME Cme Group Inc. | Add +73.2% | 0.08% | +0.03 |
| IWF iShares Russell 1000 Growth | Add +2.5% | 0.64% | +0.03 |
| AIQ Global X Art Intel & Tech | Add +93.2% | 0.05% | +0.03 |
| FELG Fidelity Enh LRG Cap GWTH | Add +1.3% | 0.66% | +0.03 |
| AMD Advanced Micro Devices | Add +19.9% | 0.12% | +0.02 |
| HIMU iShares High Yild Muni A ETF | Add +48.8% | 0.08% | +0.02 |
| JNJ Johnson & Johnson | Add +4.0% | 0.17% | +0.02 |
| QQQI Neos Nasdaq-100 High Inc. ETF | Add +99.7% | 0.05% | +0.02 |
| PULS Pgim Ultra Short Bond ETF | Add +46.1% | 0.08% | +0.02 |
Notes & Other Activity Q2 2025 → Q3 2025
| COHEN & STEERS INFRASTRU | RIGHT 10/16/2025 | Add +6.5% | 17,422 | $1K |
| CLEARBRIDGE ENERGY MI-RT | RIGHT 10/10/2025 | Reduce -18.7% | 13,278 | $252 |
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 |