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Massmutual Trust

Latest statistics and disclosures from MassMutual Private Wealth & Trust's latest quarterly 13F-HR filing:

Top 5 stock holdings are NVDA, MSFT, AAPL, VO, AMZN, and represent 21.29% of MassMutual Private Wealth & Trust's stock portfolio.
Added to shares of these 10 stocks: LLY (+$16M), BKNG (+$11M), IBM, TMUS, IEMG, BK, SYK, HD, MDT, SNA.
Started 136 new stock positions in PHAT, SMH, MFA, PSKY, JHX, RBKB, USHY, Niq Global Intelligence, SLP, TIGO.
Reduced shares in these 10 stocks: DFAS (-$29M), DHR (-$14M), PEP (-$11M), GOOGL (-$7.7M), NVDA (-$7.3M), MSFT, JPM, WDAY, IJH, CI.
Sold out of its positions in CPLS, ARKK, ASIX, AMED, ANSS, AUR, AZEK, BCRX, BTMD, INMU.
MassMutual Private Wealth & Trust was a net seller of stock by $-81M.
MassMutual Private Wealth & Trust has $3.9B in assets under management (AUM), dropping by 4.61%.
Central Index Key (CIK): 0001103653

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Portfolio Holdings for MassMutual Private Wealth & Trust

MassMutual Private Wealth & Trust holds 2398 positions in its portfolio as reported in the September 2025 quarterly 13F filing

MassMutual Private Wealth & Trust has 2398 total positions. Only the first 250 positions are shown.

Sign up to view all of the MassMutual Private Wealth & Trust Sept. 30, 2025 positions
Download the MassMutual Private Wealth & Trust September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corp Common / Ordinary Stock (NVDA)	5.1	$200M	-3%	1.1M	186.58	View chart
Microsoft Corp Common / Ordinary Stock (MSFT)	5.0	$198M	-2%	382k	517.95	View chart
Apple Common / Ordinary Stock (AAPL)	4.6	$180M		705k	254.63	View chart
Vanguard Mid-Cap ETF Exchange Traded Fund (VO)	3.9	$154M		524k	293.74	View chart
Amazon.com Common / Ordinary Stock (AMZN)	2.7	$104M		474k	219.57	View chart
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)	2.4	$96M		1.6M	59.92	View chart
JPMorgan Chase & Co Common / Ordinary Stock (JPM)	2.2	$88M	-4%	278k	315.43	View chart
Alphabet Common / Ordinary Stock (GOOGL)	2.1	$81M	-8%	332k	243.10	View chart
Meta Platforms Common / Ordinary Stock (META)	1.9	$74M		101k	734.38	View chart
Broadcom Common / Ordinary Stock (AVGO)	1.9	$73M		221k	329.91	View chart
Alphabet Common / Ordinary Stock (GOOG)	1.5	$60M		247k	243.55	View chart
iShares MSCI EAFE ETF Exchange Traded Fund (EFA)	1.4	$54M	-2%	581k	93.37	View chart
Dimensional US Small Cap ETF Exchange Traded Fund (DFAS)	1.3	$52M	-35%	765k	68.46	View chart
Visa Common / Ordinary Stock (V)	1.3	$52M		153k	341.38	View chart
Home Depot Inc/The Common / Ordinary Stock (HD)	1.3	$49M	+3%	122k	405.19	View chart
iShares Core S&P Mid-Cap ETF Exchange Traded Fund (IJH)	1.3	$49M	-5%	752k	65.26	View chart
Chevron Corp Common / Ordinary Stock (CVX)	1.2	$47M	-2%	305k	155.29	View chart
Berkshire Hathaway Common / Ordinary Stock (BRK.B)	1.2	$47M		93k	502.74	View chart
Procter & Gamble CO/THE Common / Ordinary Stock (PG)	1.1	$44M	-2%	285k	153.65	View chart
RTX Corp Common / Ordinary Stock (RTX)	1.1	$41M	-2%	246k	167.33	View chart
AbbVie Common / Ordinary Stock (ABBV)	1.0	$41M	-2%	178k	231.54	View chart
Walmart Common / Ordinary Stock (WMT)	1.0	$40M		386k	103.06	View chart
McDonald's CORP Common / Ordinary Stock (MCD)	1.0	$40M		130k	303.89	View chart
Cisco Systems Common / Ordinary Stock (CSCO)	1.0	$38M	-3%	556k	68.42	View chart
Johnson & Johnson Common / Ordinary Stock (JNJ)	1.0	$38M		202k	185.42	View chart
Vanguard Information Technology ETF Exchange Traded Fund (VGT)	0.9	$37M	-3%	49k	746.63	View chart
SPDR S&P MidCap 400 ETF Trust Exchange Traded Fund (MDY)	0.9	$36M		60k	596.03	View chart
Bank of America Corp Common / Ordinary Stock (BAC)	0.9	$35M		683k	51.59	View chart
Ameriprise Financial Common / Ordinary Stock (AMP)	0.9	$34M		69k	491.25	View chart
iShares Core S&P Small-Cap ETF Exchange Traded Fund (IJR)	0.9	$34M		285k	118.83	View chart
O'Reilly Automotive Common / Ordinary Stock (ORLY)	0.8	$33M	-3%	302k	107.81	View chart
iShares Core MSCI EAFE ETF Exchange Traded Fund (IEFA)	0.8	$32M		370k	87.31	View chart
Booking Holdings Common / Ordinary Stock (BKNG)	0.8	$32M	+56%	5.9k	5399.27	View chart
Vanguard Short-Term Treasury ETF Exchange Traded Fund (VGSH)	0.8	$31M	+3%	532k	58.85	View chart
Vanguard Real Estate ETF Exchange Traded Fund (VNQ)	0.7	$29M	+3%	316k	91.42	View chart
Chubb Common / Ordinary Stock (CB)	0.7	$28M		101k	282.25	View chart
Caterpillar Common / Ordinary Stock (CAT)	0.7	$27M	-3%	57k	477.15	View chart
Stryker CORP Common / Ordinary Stock (SYK)	0.7	$27M	+6%	73k	369.67	View chart
Ecolab Common / Ordinary Stock (ECL)	0.7	$27M		97k	273.86	View chart
Thermo Fisher Scientific Common / Ordinary Stock (TMO)	0.7	$26M	+2%	54k	485.02	View chart
Adobe Common / Ordinary Stock (ADBE)	0.6	$24M	-5%	68k	352.75	View chart
NextEra Energy Common / Ordinary Stock (NEE)	0.6	$24M	+4%	312k	75.49	View chart
ServiceNow Common / Ordinary Stock (NOW)	0.6	$22M	+4%	24k	920.28	View chart
Lincoln Electric Holdings Common / Ordinary Stock (LECO)	0.6	$22M		92k	235.83	View chart
BlackRock Common / Ordinary Stock (BLK)	0.5	$22M	-4%	19k	1165.87	View chart
Verizon Communications Common / Ordinary Stock (VZ)	0.5	$22M		489k	43.95	View chart
L3Harris Technologies Common / Ordinary Stock (LHX)	0.5	$21M		69k	305.41	View chart
Schwab Short-Term U.S. Treasury ETF Exchange Traded Fund (SCHO)	0.5	$21M		841k	24.40	View chart
iShares Core MSCI Emerging Markets ETF Exchange Traded Fund (IEMG)	0.5	$20M	+15%	305k	65.89	View chart
Avantis Emerging Markets Equity ETF Exchange Traded Fund (AVEM)	0.5	$20M		261k	75.11	View chart
PepsiCo Common / Ordinary Stock (PEP)	0.5	$19M	-37%	138k	140.44	View chart
Eli Lilly & Co Common / Ordinary Stock (LLY)	0.5	$19M	+532%	25k	763.00	View chart
ResMed Common / Ordinary Stock (RMD)	0.5	$19M		69k	273.73	View chart
Honeywell International Common / Ordinary Stock (HON)	0.5	$19M	-5%	90k	210.50	View chart
Tesla Common / Ordinary Stock (TSLA)	0.5	$19M		42k	444.72	View chart
Vanguard Short-Term Corporate Bond ETF Exchange Traded Fund (VCSH)	0.5	$19M	+6%	232k	79.93	View chart
Eaton Corp Common / Ordinary Stock (ETN)	0.5	$19M	-2%	50k	374.25	View chart
Schwab Intermediate-Term U.S. Treasury ETF Exchange Traded Fund (SCHR)	0.5	$18M		718k	25.13	View chart
Exxon Mobil Corp Common / Ordinary Stock (XOM)	0.4	$18M	+3%	156k	112.75	View chart
Roper Technologies Common / Ordinary Stock (ROP)	0.4	$17M		35k	498.69	View chart
A O Smith Corp Common / Ordinary Stock (AOS)	0.4	$17M		237k	73.41	View chart
Vanguard FTSE Emerging Markets ETF Exchange Traded Fund (VWO)	0.4	$17M		315k	54.18	View chart
VanEck Gold Miners ETF/USA Exchange Traded Fund (GDX)	0.4	$17M	-3%	222k	76.40	View chart
Fiserv Common / Ordinary Stock (FI)	0.4	$17M		130k	128.93	View chart
iShares Core S&P 500 ETF Exchange Traded Fund (IVV)	0.4	$16M	-8%	25k	669.30	View chart
Xylem Common / Ordinary Stock (XYL)	0.4	$16M	+2%	106k	147.50	View chart
Vanguard Financials ETF Exchange Traded Fund (VFH)	0.4	$15M	+2%	116k	131.24	View chart
Union Pacific Corp Common / Ordinary Stock (UNP)	0.4	$14M	+6%	60k	236.37	View chart
Vanguard Intermediate-Term Treasury ETF Exchange Traded Fund (VGIT)	0.4	$14M	+3%	235k	60.03	View chart
Costco Wholesale Corp Common / Ordinary Stock (COST)	0.4	$14M	-4%	15k	925.63	View chart
Goldman Sachs Group Inc/The Common / Ordinary Stock (GS)	0.4	$14M	-3%	18k	796.35	View chart
Merck & Co Common / Ordinary Stock (MRK)	0.4	$14M	+4%	164k	83.93	View chart
Morgan Stanley Common / Ordinary Stock (MS)	0.3	$13M	+3%	83k	158.96	View chart
Accenture Common / Ordinary Stock (ACN)	0.3	$13M	-7%	54k	246.60	View chart
Carlisle Cos Common / Ordinary Stock (CSL)	0.3	$13M	+9%	39k	328.96	View chart
Vanguard Consumer Discretionary ETF Exchange Traded Fund (VCR)	0.3	$12M	+2%	30k	396.15	View chart
Vanguard Intermediate-Term Corporate Bond ETF Exchange Traded Fund (VCIT)	0.3	$12M	+6%	138k	84.11	View chart
Northrop Grumman Corp Common / Ordinary Stock (NOC)	0.3	$12M		19k	609.32	View chart
Vertex Pharmaceuticals Common / Ordinary Stock (VRTX)	0.3	$11M	+6%	29k	391.64	View chart
Vanguard Health Care ETF Exchange Traded Fund (VHT)	0.3	$11M	+2%	43k	259.60	View chart
Medtronic Common / Ordinary Stock (MDT)	0.3	$11M	+15%	115k	95.24	View chart
Lockheed Martin Corp Common / Ordinary Stock (LMT)	0.3	$11M	-5%	22k	499.21	View chart
Waste Management Common / Ordinary Stock (WM)	0.3	$11M	-4%	49k	220.83	View chart
S&P Global Common / Ordinary Stock (SPGI)	0.3	$11M	+4%	22k	486.71	View chart
Vanguard Communication Services ETF Exchange Traded Fund (VOX)	0.3	$10M		55k	187.73	View chart
Qualcomm Common / Ordinary Stock (QCOM)	0.3	$10M		61k	166.36	View chart
Vanguard Industrials ETF Exchange Traded Fund (VIS)	0.3	$10M		34k	296.29	View chart
NYLI MacKay Muni Intermediate ETF Exchange Traded Fund (MMIT)	0.3	$10M		415k	24.30	View chart
Vanguard Mid-Cap Value ETF Exchange Traded Fund (VOE)	0.3	$10M	-6%	58k	174.58	View chart
General Dynamics Corp Common / Ordinary Stock (GD)	0.3	$9.9M		29k	341.00	View chart
Danaher Corp Common / Ordinary Stock (DHR)	0.2	$9.8M	-57%	49k	198.26	View chart
Vanguard Mortgage-Backed Securities ETF Exchange Traded Fund (VMBS)	0.2	$9.6M	+5%	205k	46.96	View chart
Entergy Corp Common / Ordinary Stock (ETR)	0.2	$9.2M	-4%	99k	93.19	View chart
Vanguard Small-Cap Growth ETF Exchange Traded Fund (VBK)	0.2	$9.2M	-5%	31k	297.62	View chart
JPMorgan BetaBuilders US Equity ETF Exchange Traded Fund (BBUS)	0.2	$9.1M		75k	120.66	View chart
Vanguard Mid-Cap Growth ETF Exchange Traded Fund (VOT)	0.2	$9.0M	-6%	31k	293.79	View chart
Salesforce Common / Ordinary Stock (CRM)	0.2	$8.8M	+8%	37k	237.00	View chart
Blackstone Common / Ordinary Stock (BX)	0.2	$8.8M		51k	170.85	View chart
Coca-Cola Co/The Common / Ordinary Stock (KO)	0.2	$8.7M	-11%	131k	66.32	View chart
TE Connectivity Common / Ordinary Stock (TEL)	0.2	$8.6M	-11%	39k	219.53	View chart
Abbott Laboratories Common / Ordinary Stock (ABT)	0.2	$8.3M		62k	133.94	View chart
CarMax Common / Ordinary Stock (KMX)	0.2	$7.9M		176k	44.87	View chart
Crowdstrike Holdings Common / Ordinary Stock (CRWD)	0.2	$7.8M	-6%	16k	490.38	View chart
Emerson Electric Common / Ordinary Stock (EMR)	0.2	$7.5M	-2%	57k	131.18	View chart
Southern Co/The Common / Ordinary Stock (SO)	0.2	$7.3M	-2%	77k	94.77	View chart
Marvell Technology Common / Ordinary Stock (MRVL)	0.2	$7.2M	-5%	86k	84.07	View chart
Paychex Common / Ordinary Stock (PAYX)	0.2	$7.2M	-2%	57k	126.76	View chart
PNC Financial Services Group Inc/The Common / Ordinary Stock (PNC)	0.2	$7.1M	-2%	35k	200.93	View chart
Vanguard Total Stock Market ETF Exchange Traded Fund (VTI)	0.2	$6.9M	-5%	21k	328.17	View chart
Mastercard Common / Ordinary Stock (MA)	0.2	$6.7M	-2%	12k	568.81	View chart
Vanguard Long-Term Bond ETF Exchange Traded Fund (BLV)	0.2	$6.7M	+7%	94k	70.85	View chart
Prudential Financial Common / Ordinary Stock (PRU)	0.2	$6.6M	-3%	64k	103.74	View chart
Vanguard Intermediate-Term Bond ETF Exchange Traded Fund (BIV)	0.2	$6.6M	+2%	85k	78.09	View chart
PayPal Holdings Common / Ordinary Stock (PYPL)	0.2	$6.6M		99k	67.06	View chart
American Electric Power Common / Ordinary Stock (AEP)	0.2	$6.6M		59k	112.50	View chart
Enbridge Common / Ordinary Stock (ENB)	0.2	$6.6M		131k	50.46	View chart
Motorola Solutions Common / Ordinary Stock (MSI)	0.2	$6.5M	-3%	14k	457.29	View chart
Williams Cos Inc/The Common / Ordinary Stock (WMB)	0.2	$6.4M		101k	63.35	View chart
SPDR S&P 500 ETF Trust Exchange Traded Fund (SPY)	0.2	$6.4M	+4%	9.5k	666.18	View chart
iShares Preferred and Income Securities ETF Exchange Traded Fund (PFF)	0.2	$6.3M		200k	31.62	View chart
Vanguard Small-Cap Value ETF Exchange Traded Fund (VBR)	0.2	$6.3M	-7%	30k	208.71	View chart
ConocoPhillips Common / Ordinary Stock (COP)	0.2	$6.0M		64k	94.59	View chart
Altria Group Common / Ordinary Stock (MO)	0.2	$6.0M		91k	66.06	View chart
Trimble Common / Ordinary Stock (TRMB)	0.1	$5.8M	-4%	71k	81.65	View chart
Zoetis Common / Ordinary Stock (ZTS)	0.1	$5.8M		40k	146.32	View chart
Microchip Technology Common / Ordinary Stock (MCHP)	0.1	$5.7M	-6%	89k	64.22	View chart
Regeneron Pharmaceuticals Common / Ordinary Stock (REGN)	0.1	$5.7M	+14%	10k	562.27	View chart
International Business Machines Corp Common / Ordinary Stock (IBM)	0.1	$5.6M	+119%	20k	282.16	View chart
Vanguard Consumer Staples ETF Exchange Traded Fund (VDC)	0.1	$5.6M	+4%	26k	213.73	View chart
Walt Disney Co/The Common / Ordinary Stock (DIS)	0.1	$5.5M	-3%	48k	114.50	View chart
Valero Energy Corp Common / Ordinary Stock (VLO)	0.1	$5.5M	-5%	32k	170.26	View chart
WESCO International Common / Ordinary Stock (WCC)	0.1	$5.2M	-4%	25k	211.50	View chart
Waste Connections Common / Ordinary Stock (WCN)	0.1	$5.1M	-5%	29k	175.80	View chart
Philip Morris International Common / Ordinary Stock (PM)	0.1	$5.0M	-11%	31k	162.20	View chart
Public Storage Closed-end REIT (PSA)	0.1	$5.0M	-4%	17k	288.85	View chart
Vanguard Total Bond Market ETF Exchange Traded Fund (BND)	0.1	$5.0M		67k	74.37	View chart
Oracle CORP Common / Ordinary Stock (ORCL)	0.1	$4.9M		17k	281.24	View chart
US Bancorp Common / Ordinary Stock (USB)	0.1	$4.8M		99k	48.33	View chart
Fifth Third Bancorp Common / Ordinary Stock (FITB)	0.1	$4.7M	+8%	104k	44.55	View chart
CME Group Common / Ordinary Stock (CME)	0.1	$4.6M		17k	270.19	View chart
iShares Intermediate Government/Credit Bond ETF Exchange Traded Fund (GVI)	0.1	$4.6M		43k	107.44	View chart
Genuine Parts Common / Ordinary Stock (GPC)	0.1	$4.5M	-4%	33k	138.60	View chart
Ingredion Common / Ordinary Stock (INGR)	0.1	$4.5M	-3%	37k	122.11	View chart
Digital Realty Trust Closed-end REIT (DLR)	0.1	$4.4M		25k	172.88	View chart
Vanguard S&P 500 ETF Exchange Traded Fund (VOO)	0.1	$4.4M	+18%	7.1k	612.38	View chart
Rollins Common / Ordinary Stock (ROL)	0.1	$4.3M	-5%	73k	58.74	View chart
iShares TIPS Bond ETF Exchange Traded Fund (TIP)	0.1	$4.3M	+4%	39k	111.22	View chart
iShares Core U.S. Aggregate Bond ETF Exchange Traded Fund (AGG)	0.1	$4.3M		43k	100.25	View chart
Dow Common / Ordinary Stock (DOW)	0.1	$4.2M	-24%	184k	22.93	View chart
Prologis Closed-end REIT (PLD)	0.1	$4.1M	+5%	36k	114.52	View chart
Cadence Design Systems Common / Ordinary Stock (CDNS)	0.1	$4.0M	-4%	11k	351.26	View chart
Quest Diagnostics Common / Ordinary Stock (DGX)	0.1	$4.0M	-3%	21k	190.58	View chart
American Tower Corp Closed-end REIT (AMT)	0.1	$3.9M		20k	192.32	View chart
Starbucks Corp Common / Ordinary Stock (SBUX)	0.1	$3.9M	-4%	46k	84.60	View chart
Allstate Corp/The Common / Ordinary Stock (ALL)	0.1	$3.8M	+5%	18k	214.65	View chart
Lowe's Cos Common / Ordinary Stock (LOW)	0.1	$3.8M	-2%	15k	251.31	View chart
Palo Alto Networks Common / Ordinary Stock (PANW)	0.1	$3.7M		18k	203.62	View chart
iShares MSCI ACWI ETF Exchange Traded Fund (ACWI)	0.1	$3.7M	-4%	27k	138.24	View chart
Corning Common / Ordinary Stock (GLW)	0.1	$3.6M	-2%	44k	82.03	View chart
Vanguard Energy ETF Exchange Traded Fund (VDE)	0.1	$3.6M		28k	125.86	View chart
T-Mobile US Common / Ordinary Stock (TMUS)	0.1	$3.5M	+712%	15k	239.38	View chart
JPMorgan Core Plus Bond ETF Exchange Traded Fund (JCPB)	0.1	$3.4M		71k	47.55	View chart
Intercontinental Exchange Common / Ordinary Stock (ICE)	0.1	$3.4M	-4%	20k	168.48	View chart
Sysco Corp Common / Ordinary Stock (SYY)	0.1	$3.4M		41k	82.34	View chart
Cummins Common / Ordinary Stock (CMI)	0.1	$3.4M	-2%	8.0k	422.37	View chart
Pfizer Common / Ordinary Stock (PFE)	0.1	$3.3M		130k	25.48	View chart
UnitedHealth Group Common / Ordinary Stock (UNH)	0.1	$3.3M	-31%	9.5k	345.30	View chart
Duke Energy Corp Common / Ordinary Stock (DUK)	0.1	$3.2M	-2%	26k	123.75	View chart
Marriott International Common / Ordinary Stock (MAR)	0.1	$3.1M	-5%	12k	260.44	View chart
American Express Common / Ordinary Stock (AXP)	0.1	$3.1M	-4%	9.3k	332.16	View chart
Air Products and Chemicals Common / Ordinary Stock (APD)	0.1	$3.1M		11k	272.72	View chart
TC Energy Corp Common / Ordinary Stock (TRP)	0.1	$3.0M		56k	54.41	View chart
SPDR Portfolio Short Term Corporate Bond ETF Exchange Traded Fund (SPSB)	0.1	$3.0M	-4%	99k	30.29	View chart
Netflix Common / Ordinary Stock (NFLX)	0.1	$3.0M		2.5k	1198.92	View chart
Huntington Bancshares Common / Ordinary Stock (HBAN)	0.1	$2.9M	+33%	167k	17.27	View chart
Truist Financial Corp Common / Ordinary Stock (TFC)	0.1	$2.8M	-4%	61k	45.72	View chart
iShares MSCI Eurozone ETF Exchange Traded Fund (EZU)	0.1	$2.8M	+4%	45k	61.94	View chart
JPMorgan International Research Enhanced Equity ETF Exchange Traded Fund (JIRE)	0.1	$2.7M	+76%	37k	73.54	View chart
Comcast Corp Common / Ordinary Stock (CMCSA)	0.1	$2.7M		86k	31.42	View chart
Deere & Co Common / Ordinary Stock (DE)	0.1	$2.7M		5.9k	457.26	View chart
Uber Technologies Common / Ordinary Stock (UBER)	0.1	$2.7M		27k	97.97	View chart
Vanguard Utilities ETF Exchange Traded Fund (VPU)	0.1	$2.7M	+2%	14k	189.41	View chart
Principal Spectrum Preferred Securities Active ETF Exchange Traded Fund (PREF)	0.1	$2.5M	+2%	133k	19.14	View chart
iShares MSCI Emerging Markets ETF Exchange Traded Fund (EEM)	0.1	$2.5M		47k	53.40	View chart
Target Corp Common / Ordinary Stock (TGT)	0.1	$2.5M		28k	89.70	View chart
Bank of New York Mellon Corp/The Common / Ordinary Stock (BK)	0.1	$2.4M	+591%	22k	108.96	View chart
EOG Resources Common / Ordinary Stock (EOG)	0.1	$2.4M	-5%	22k	112.12	View chart
Wells Fargo & Co Common / Ordinary Stock (WFC)	0.1	$2.4M	-2%	29k	83.82	View chart
Vanguard Small-Cap ETF Exchange Traded Fund (VB)	0.1	$2.4M		9.4k	254.28	View chart
Palantir Technologies Common / Ordinary Stock (PLTR)	0.1	$2.4M	+2%	13k	182.42	View chart
Crown Castle Closed-end REIT (CCI)	0.1	$2.2M	-3%	23k	96.49	View chart
Fortive Corp Common / Ordinary Stock (FTV)	0.1	$2.2M	+7%	46k	48.99	View chart
JPMorgan Active Growth ETF Exchange Traded Fund (JGRO)	0.1	$2.2M	-8%	23k	93.75	View chart
Capital One Financial Corp Common / Ordinary Stock (COF)	0.1	$2.2M	-6%	10k	212.58	View chart
Vanguard Materials ETF Exchange Traded Fund (VAW)	0.1	$2.1M		10k	204.86	View chart
iShares Gold Trust Exchange Traded Fund (IAU)	0.1	$2.1M		29k	72.77	View chart
Cintas Corp Common / Ordinary Stock (CTAS)	0.1	$2.1M	-6%	10k	205.26	View chart
Workday Common / Ordinary Stock (WDAY)	0.1	$2.1M	-60%	8.6k	240.73	View chart
iShares 3-7 Year Treasury Bond ETF Exchange Traded Fund (IEI)	0.1	$2.0M		17k	119.51	View chart
Monster Beverage Corp Common / Ordinary Stock (MNST)	0.0	$1.9M	-5%	29k	67.31	View chart
iShares Russell 2000 ETF Exchange Traded Fund (IWM)	0.0	$1.8M	-7%	7.6k	241.96	View chart
Applied Materials Common / Ordinary Stock (AMAT)	0.0	$1.8M	-48%	8.9k	204.74	View chart
iShares MSCI KLD 400 Social ETF Exchange Traded Fund (DSI)	0.0	$1.8M	-4%	14k	125.95	View chart
Schwab U.S. Large-Cap Growth ETF Exchange Traded Fund (SCHG)	0.0	$1.8M	+10%	56k	31.91	View chart
iShares Russell Mid-Cap ETF Exchange Traded Fund (IWR)	0.0	$1.8M		19k	96.55	View chart
Invesco S&P 500 High Dividend Low Volatility ETF Exchange Traded Fund (SPHD)	0.0	$1.8M	+5%	36k	49.45	View chart
Schwab US Dividend Equity ETF Exchange Traded Fund (SCHD)	0.0	$1.8M	+68%	64k	27.30	View chart
Amgen Common / Ordinary Stock (AMGN)	0.0	$1.7M	-2%	6.1k	282.20	View chart
JPMorgan Global Select Equity ETF Exchange Traded Fund (JGLO)	0.0	$1.7M	-31%	25k	67.77	View chart
JPMorgan Active Value ETF Exchange Traded Fund (JAVA)	0.0	$1.6M	-5%	24k	68.96	View chart
Travelers Cos Inc/The Common / Ordinary Stock (TRV)	0.0	$1.6M	+252%	5.9k	279.22	View chart
Texas Instruments Common / Ordinary Stock (TXN)	0.0	$1.6M	-17%	8.6k	183.73	View chart
TJX Cos Inc/The Common / Ordinary Stock (TJX)	0.0	$1.6M		11k	144.54	View chart
Snap-on Common / Ordinary Stock (SNA)	0.0	$1.6M	+2723%	4.5k	346.53	View chart
Hasbro Common / Ordinary Stock (HAS)	0.0	$1.5M	-38%	20k	75.85	View chart
SLB Common / Ordinary Stock (SLB)	0.0	$1.5M	-9%	43k	34.37	View chart
iShares Latin America 40 ETF Exchange Traded Fund (ILF)	0.0	$1.4M	-2%	48k	28.89	View chart
Newmont Corp Common / Ordinary Stock (NEM)	0.0	$1.4M	-10%	16k	84.31	View chart
GE Aerospace Common / Ordinary Stock (GE)	0.0	$1.3M	-14%	4.5k	300.82	View chart
iShares Russell 1000 Growth ETF Exchange Traded Fund (IWF)	0.0	$1.3M	+5%	2.8k	468.41	View chart
iShares S&P Mid-Cap 400 Growth ETF Exchange Traded Fund (IJK)	0.0	$1.3M		14k	95.89	View chart
Wynn Resorts Common / Ordinary Stock (WYNN)	0.0	$1.3M	-35%	10k	128.27	View chart
Vanguard Short-Term Bond ETF Exchange Traded Fund (BSV)	0.0	$1.3M	+2%	16k	78.91	View chart
Invesco RAFI Emerging Markets ETF Exchange Traded Fund (PXH)	0.0	$1.3M	+5%	50k	25.42	View chart
iShares MSCI Japan ETF Exchange Traded Fund (EWJ)	0.0	$1.3M	-2%	16k	80.21	View chart
JPMorgan Income ETF Exchange Traded Fund (JPIE)	0.0	$1.3M		27k	46.41	View chart
Intuit Common / Ordinary Stock (INTU)	0.0	$1.3M	-6%	1.8k	682.91	View chart
iShares 1-5 Year Investment Grade Corporate Bond ETF Exchange Traded Fund (IGSB)	0.0	$1.2M		23k	53.03	View chart
Invesco S&P 500 Low Volatility ETF Exchange Traded Fund (SPLV)	0.0	$1.2M	+5%	16k	73.48	View chart
Invesco S&P MidCap Low Volatility ETF Exchange Traded Fund (XMLV)	0.0	$1.2M	+5%	18k	63.56	View chart
Technology Select Sector SPDR Fund Exchange Traded Fund (XLK)	0.0	$1.2M		4.1k	281.86	View chart
Realty Income Corp Closed-end REIT (O)	0.0	$1.1M		18k	60.79	View chart
Autodesk Common / Ordinary Stock (ADSK)	0.0	$1.1M	-14%	3.5k	317.67	View chart
At&t Common / Ordinary Stock (T)	0.0	$1.0M	-13%	37k	28.24	View chart
SPDR Portfolio Intermediate Term Corporate Bond ETF Exchange Traded Fund (SPIB)	0.0	$1.0M		30k	33.89	View chart
iShares Russell 2000 Value ETF Exchange Traded Fund (IWN)	0.0	$1.0M	-2%	5.7k	176.81	View chart
Advanced Micro Devices Common / Ordinary Stock (AMD)	0.0	$1.0M	+6%	6.2k	161.79	View chart
SPDR Bloomberg 1-3 Month T-Bill ETF Exchange Traded Fund (BIL)	0.0	$993k		11k	91.75	View chart
Adams Diversified Equity Fund Closed-end Fund (ADX)	0.0	$990k		44k	22.30	View chart
Aflac Common / Ordinary Stock (AFL)	0.0	$990k		8.9k	111.70	View chart
Jazz Pharmaceuticals Common / Ordinary Stock (JAZZ)	0.0	$979k	-58%	7.4k	131.80	View chart
iShares Russell 1000 ETF Exchange Traded Fund (IWB)	0.0	$973k	-2%	2.7k	365.48	View chart
Rockwell Automation Common / Ordinary Stock (ROK)	0.0	$970k		2.8k	349.53	View chart
Amphenol Corp Common / Ordinary Stock (APH)	0.0	$967k		7.8k	123.75	View chart
iShares S&P Mid-Cap 400 Value ETF Exchange Traded Fund (IJJ)	0.0	$953k		7.3k	129.72	View chart
iShares Short-Term National Muni Bond ETF Exchange Traded Fund (SUB)	0.0	$942k		8.8k	106.78	View chart
Schwab U.S. Large-Cap Value ETF Exchange Traded Fund (SCHV)	0.0	$940k	+4%	32k	29.11	View chart
Schwab US Broad Market ETF Exchange Traded Fund (SCHB)	0.0	$931k		36k	25.71	View chart
Linde Common / Ordinary Stock (LIN)	0.0	$927k		2.0k	475.00	View chart
M&T Bank Corp Common / Ordinary Stock (MTB)	0.0	$914k		4.6k	197.62	View chart

Past Filings by MassMutual Private Wealth & Trust

SEC 13F filings are viewable for MassMutual Private Wealth & Trust going back to 2013

MassMutual Private Wealth & Trust 2025 Q3 filed Oct. 22, 2025
MassMutual Private Wealth & Trust 2025 Q2 filed July 9, 2025
MassMutual Private Wealth & Trust 2025 Q1 filed April 1, 2025
MassMutual Private Wealth & Trust 2024 Q4 filed Jan. 16, 2025
Massmutual Trust 2024 Q3 filed Oct. 2, 2024
Massmutual Trust 2024 Q2 filed July 2, 2024
Massmutual Trust 2024 Q1 filed April 9, 2024
Massmutual Trust 2023 Q4 filed Jan. 3, 2024
Massmutual Trust 2023 Q3 filed Oct. 4, 2023
Massmutual Trust 2023 Q2 filed Aug. 2, 2023
Massmutual Trust 2023 Q1 filed April 11, 2023
Massmutual Trust 2022 Q4 filed Jan. 6, 2023
Massmutual Trust 2022 Q3 filed Oct. 7, 2022
Massmutual Trust 2022 Q2 filed July 7, 2022
Massmutual Trust 2022 Q1 filed April 8, 2022
Massmutual Trust 2021 Q4 filed Feb. 9, 2022

View all past filings

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