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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, AAPL, MSFT, VO, AMZN, and represent 21.04% of MassMutual Private Wealth & Trust's stock portfolio.
Added to shares of these 10 stocks: SPY (+$19M), NOW (+$11M), VOO (+$9.9M), PANW (+$8.8M), VYM (+$5.3M), XOM, JBND, NFLX, MMIT, RKT.
Started 124 new stock positions in CHCT, STRT, BULL, NEXN, LUCK, ATKR, CBRL, BWIN, NMAI, AQST.
Reduced shares in these 10 stocks: FI (-$7.4M), KMX (-$6.8M), ADBE (-$6.0M), NVDA (-$5.7M), AAPL (-$5.3M), MSFT, GOOG, AMZN, JPM, PG.
Sold out of its positions in ADT, ABEO, TIC, AISP, ALKT, ALE, Ambiq Micro, AVLV, AVIV, AVES.
MassMutual Private Wealth & Trust was a net seller of stock by $-82M.
MassMutual Private Wealth & Trust has $3.9B in assets under management (AUM), dropping by -1.02%.
Central Index Key (CIK): 0001103653

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Portfolio Holdings for MassMutual Private Wealth & Trust

MassMutual Private Wealth & Trust holds 2394 positions in its portfolio as reported in the December 2025 quarterly 13F filing

MassMutual Private Wealth & Trust has 2394 total positions. Only the first 250 positions are shown.

Sign up to view all of the MassMutual Private Wealth & Trust Dec. 31, 2025 positions
Download the MassMutual Private Wealth & Trust December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corp Common / Ordinary Stock (NVDA)	5.0	$195M	-2%	1.0M	186.50	View chart
Apple Common / Ordinary Stock (AAPL)	4.8	$187M	-2%	686k	271.86	View chart
Microsoft Corp Common / Ordinary Stock (MSFT)	4.6	$180M	-2%	372k	483.62	View chart
Vanguard Mid-Cap ETF Exchange Traded Fund (VO)	3.9	$151M		521k	290.22	View chart
Amazon.com Common / Ordinary Stock (AMZN)	2.7	$105M	-3%	456k	230.82	View chart
Alphabet Common / Ordinary Stock (GOOGL)	2.6	$101M	-2%	323k	313.00	View chart
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)	2.5	$98M	-2%	1.6M	62.47	View chart
JPMorgan Chase & Co Common / Ordinary Stock (JPM)	2.2	$86M	-4%	266k	322.22	View chart
Broadcom Common / Ordinary Stock (AVGO)	1.9	$75M		217k	346.10	View chart
Alphabet Common / Ordinary Stock (GOOG)	1.9	$73M	-5%	233k	313.80	View chart
Meta Platforms Common / Ordinary Stock (META)	1.7	$66M		100k	660.09	View chart
iShares MSCI EAFE ETF Exchange Traded Fund (EFA)	1.4	$55M	-2%	568k	96.03	View chart
Dimensional US Small Cap ETF Exchange Traded Fund (DFAS)	1.4	$53M		761k	69.67	View chart
Visa Common / Ordinary Stock (V)	1.3	$52M	-2%	150k	350.71	View chart
iShares Core S&P Mid-Cap ETF Exchange Traded Fund (IJH)	1.2	$48M	-2%	733k	66.00	View chart
Berkshire Hathaway Common / Ordinary Stock (BRK.B)	1.2	$46M		92k	502.65	View chart
Chevron Corp Common / Ordinary Stock (CVX)	1.1	$44M	-4%	291k	152.41	View chart
RTX Corp Common / Ordinary Stock (RTX)	1.1	$44M	-3%	237k	183.40	View chart
Walmart Common / Ordinary Stock (WMT)	1.1	$42M	-2%	377k	111.41	View chart
Cisco Systems Common / Ordinary Stock (CSCO)	1.1	$42M	-2%	542k	77.03	View chart
Johnson & Johnson Common / Ordinary Stock (JNJ)	1.0	$41M	-3%	196k	206.95	View chart
Home Depot Inc/The Common / Ordinary Stock (HD)	1.0	$40M	-3%	117k	344.10	View chart
AbbVie Common / Ordinary Stock (ABBV)	1.0	$39M	-3%	172k	228.49	View chart
McDonald's CORP Common / Ordinary Stock (MCD)	1.0	$39M		127k	305.63	View chart
Procter & Gamble CO/THE Common / Ordinary Stock (PG)	1.0	$37M	-9%	258k	143.31	View chart
Bank of America Corp Common / Ordinary Stock (BAC)	0.9	$37M	-2%	664k	55.00	View chart
Vanguard Information Technology ETF Exchange Traded Fund (VGT)	0.9	$36M	-3%	47k	753.78	View chart
SPDR S&P MidCap 400 ETF Trust Exchange Traded Fund (MDY)	0.9	$35M	-3%	58k	603.28	View chart
Ameriprise Financial Common / Ordinary Stock (AMP)	0.9	$34M		69k	490.34	View chart
iShares Core S&P Small-Cap ETF Exchange Traded Fund (IJR)	0.9	$33M	-2%	277k	120.18	View chart
iShares Core MSCI EAFE ETF Exchange Traded Fund (IEFA)	0.9	$33M		369k	89.46	View chart
Caterpillar Common / Ordinary Stock (CAT)	0.8	$31M	-4%	54k	572.87	View chart
Thermo Fisher Scientific Common / Ordinary Stock (TMO)	0.8	$31M		54k	579.45	View chart
Chubb Common / Ordinary Stock (CB)	0.8	$31M		99k	312.12	View chart
Booking Holdings Common / Ordinary Stock (BKNG)	0.8	$30M	-3%	5.7k	5355.33	View chart
Vanguard Short-Term Treasury ETF Exchange Traded Fund (VGSH)	0.8	$30M	-5%	505k	58.73	View chart
Eli Lilly & Co Common / Ordinary Stock (LLY)	0.7	$28M	+2%	26k	1074.68	View chart
Vanguard Real Estate ETF Exchange Traded Fund (VNQ)	0.7	$27M	-3%	306k	88.49	View chart
O'Reilly Automotive Common / Ordinary Stock (ORLY)	0.7	$27M	-3%	291k	91.21	View chart
SPDR S&P 500 ETF Trust Exchange Traded Fund (SPY)	0.7	$25M	+288%	37k	681.92	View chart
Ecolab Common / Ordinary Stock (ECL)	0.6	$25M		96k	262.52	View chart
NextEra Energy Common / Ordinary Stock (NEE)	0.6	$25M		306k	80.28	View chart
Stryker CORP Common / Ordinary Stock (SYK)	0.6	$24M	-5%	69k	351.47	View chart
Exxon Mobil Corp Common / Ordinary Stock (XOM)	0.6	$23M	+20%	188k	120.34	View chart
Lincoln Electric Holdings Common / Ordinary Stock (LECO)	0.6	$21M	-2%	90k	239.64	View chart
Schwab Short-Term U.S. Treasury ETF Exchange Traded Fund (SCHO)	0.5	$21M		849k	24.37	View chart
Avantis Emerging Markets Equity ETF Exchange Traded Fund (AVEM)	0.5	$20M		258k	77.02	View chart
L3Harris Technologies Common / Ordinary Stock (LHX)	0.5	$20M	-2%	67k	293.57	View chart
iShares Core MSCI Emerging Markets ETF Exchange Traded Fund (IEMG)	0.5	$20M	-4%	291k	67.20	View chart
PepsiCo Common / Ordinary Stock (PEP)	0.5	$19M	-3%	134k	143.52	View chart
BlackRock Common / Ordinary Stock (BLK)	0.5	$19M	-4%	18k	1070.34	View chart
Tesla Common / Ordinary Stock (TSLA)	0.5	$19M		42k	449.72	View chart
Verizon Communications Common / Ordinary Stock (VZ)	0.5	$19M	-6%	456k	40.73	View chart
Vanguard Short-Term Corporate Bond ETF Exchange Traded Fund (VCSH)	0.5	$18M		229k	79.73	View chart
Schwab Intermediate-Term U.S. Treasury ETF Exchange Traded Fund (SCHR)	0.5	$18M		723k	25.08	View chart
Adobe Common / Ordinary Stock (ADBE)	0.5	$18M	-25%	51k	349.99	View chart
VanEck Gold Miners ETF/USA Exchange Traded Fund (GDX)	0.5	$18M	-7%	205k	85.77	View chart
Honeywell International Common / Ordinary Stock (HON)	0.4	$17M		89k	195.09	View chart
iShares Core S&P 500 ETF Exchange Traded Fund (IVV)	0.4	$17M	+2%	25k	684.94	View chart
Merck & Co Common / Ordinary Stock (MRK)	0.4	$17M	-2%	160k	105.26	View chart
Vanguard FTSE Emerging Markets ETF Exchange Traded Fund (VWO)	0.4	$16M	-3%	305k	53.76	View chart
ResMed Common / Ordinary Stock (RMD)	0.4	$16M	-2%	68k	240.87	View chart
Eaton Corp Common / Ordinary Stock (ETN)	0.4	$16M		49k	318.51	View chart
A O Smith Corp Common / Ordinary Stock (AOS)	0.4	$15M	-4%	226k	66.88	View chart
Vanguard Financials ETF Exchange Traded Fund (VFH)	0.4	$15M	-2%	113k	133.49	View chart
ServiceNow Common / Ordinary Stock (NOW)	0.4	$15M	+305%	96k	153.19	View chart
Roper Technologies Common / Ordinary Stock (ROP)	0.4	$15M	-6%	33k	445.13	View chart
Vanguard S&P 500 ETF Exchange Traded Fund (VOO)	0.4	$14M	+222%	23k	627.13	View chart
Xylem Common / Ordinary Stock (XYL)	0.4	$14M		105k	136.18	View chart
Goldman Sachs Group Inc/The Common / Ordinary Stock (GS)	0.4	$14M	-6%	16k	879.00	View chart
Morgan Stanley Common / Ordinary Stock (MS)	0.4	$14M	-4%	80k	177.53	View chart
Vanguard Intermediate-Term Treasury ETF Exchange Traded Fund (VGIT)	0.4	$14M		235k	59.93	View chart
Costco Wholesale Corp Common / Ordinary Stock (COST)	0.3	$13M		15k	862.34	View chart
Union Pacific Corp Common / Ordinary Stock (UNP)	0.3	$13M	-7%	56k	231.32	View chart
Vertex Pharmaceuticals Common / Ordinary Stock (VRTX)	0.3	$13M	-2%	28k	453.36	View chart
Palo Alto Networks Common / Ordinary Stock (PANW)	0.3	$12M	+261%	66k	184.20	View chart
Vanguard Health Care ETF Exchange Traded Fund (VHT)	0.3	$12M	-4%	41k	287.85	View chart
Vanguard Consumer Discretionary ETF Exchange Traded Fund (VCR)	0.3	$12M	-2%	30k	393.92	View chart
Vanguard Intermediate-Term Corporate Bond ETF Exchange Traded Fund (VCIT)	0.3	$11M		136k	83.75	View chart
Medtronic Common / Ordinary Stock (MDT)	0.3	$11M		116k	96.06	View chart
NYLI MacKay Muni Intermediate ETF Exchange Traded Fund (MMIT)	0.3	$11M	+9%	455k	24.33	View chart
Danaher Corp Common / Ordinary Stock (DHR)	0.3	$11M	-2%	48k	228.92	View chart
Northrop Grumman Corp Common / Ordinary Stock (NOC)	0.3	$11M		19k	570.21	View chart
Accenture Common / Ordinary Stock (ACN)	0.3	$11M	-26%	39k	268.30	View chart
Vanguard Communication Services ETF Exchange Traded Fund (VOX)	0.3	$11M	-2%	54k	193.63	View chart
Waste Management Common / Ordinary Stock (WM)	0.3	$11M	-3%	48k	219.71	View chart
Lockheed Martin Corp Common / Ordinary Stock (LMT)	0.3	$10M	-2%	21k	483.67	View chart
Qualcomm Common / Ordinary Stock (QCOM)	0.3	$10M	-3%	59k	171.05	View chart
Carlisle Cos Common / Ordinary Stock (CSL)	0.3	$10M	-20%	31k	319.86	View chart
Vanguard Industrials ETF Exchange Traded Fund (VIS)	0.3	$9.9M	-2%	33k	298.38	View chart
Salesforce Common / Ordinary Stock (CRM)	0.3	$9.8M		37k	264.91	View chart
General Dynamics Corp Common / Ordinary Stock (GD)	0.2	$9.7M		29k	336.66	View chart
Vanguard Mid-Cap Value ETF Exchange Traded Fund (VOE)	0.2	$9.6M	-5%	54k	177.37	View chart
Vanguard Small-Cap Growth ETF Exchange Traded Fund (VBK)	0.2	$9.6M	+2%	32k	302.11	View chart
Vanguard Mortgage-Backed Securities ETF Exchange Traded Fund (VMBS)	0.2	$9.4M	-2%	200k	47.08	View chart
JPMorgan BetaBuilders US Equity ETF Exchange Traded Fund (BBUS)	0.2	$9.2M		75k	123.31	View chart
TE Connectivity Common / Ordinary Stock (TEL)	0.2	$8.8M		39k	227.51	View chart
S&P Global Common / Ordinary Stock (SPGI)	0.2	$8.7M	-22%	17k	522.59	View chart
Entergy Corp Common / Ordinary Stock (ETR)	0.2	$8.7M	-4%	94k	92.43	View chart
Regeneron Pharmaceuticals Common / Ordinary Stock (REGN)	0.2	$8.6M	+9%	11k	771.87	View chart
Coca-Cola Co/The Common / Ordinary Stock (KO)	0.2	$8.4M	-7%	121k	69.91	View chart
Vanguard Mid-Cap Growth ETF Exchange Traded Fund (VOT)	0.2	$8.2M	-4%	29k	279.14	View chart
Blackstone Common / Ordinary Stock (BX)	0.2	$7.9M		51k	154.14	View chart
Abbott Laboratories Common / Ordinary Stock (ABT)	0.2	$7.5M	-3%	60k	125.29	View chart
PNC Financial Services Group Inc/The Common / Ordinary Stock (PNC)	0.2	$7.3M		35k	208.73	View chart
Emerson Electric Common / Ordinary Stock (EMR)	0.2	$7.2M	-5%	54k	132.72	View chart
Prudential Financial Common / Ordinary Stock (PRU)	0.2	$6.9M	-4%	61k	112.88	View chart
American Electric Power Common / Ordinary Stock (AEP)	0.2	$6.7M		58k	115.31	View chart
Mastercard Common / Ordinary Stock (MA)	0.2	$6.6M		12k	570.88	View chart
International Business Machines Corp Common / Ordinary Stock (IBM)	0.2	$6.5M	+11%	22k	296.21	View chart
Southern Co/The Common / Ordinary Stock (SO)	0.2	$6.5M	-3%	74k	87.20	View chart
Vanguard Long-Term Bond ETF Exchange Traded Fund (BLV)	0.2	$6.4M	-2%	92k	69.52	View chart
Vanguard Intermediate-Term Bond ETF Exchange Traded Fund (BIV)	0.2	$6.4M	-3%	82k	77.88	View chart
Crowdstrike Holdings Common / Ordinary Stock (CRWD)	0.2	$6.4M	-14%	14k	468.76	View chart
iShares Preferred and Income Securities ETF Exchange Traded Fund (PFF)	0.2	$6.3M		203k	30.96	View chart
Enbridge Common / Ordinary Stock (ENB)	0.2	$6.1M	-2%	127k	47.83	View chart
Vanguard Small-Cap Value ETF Exchange Traded Fund (VBR)	0.2	$6.0M	-5%	29k	211.79	View chart
Williams Cos Inc/The Common / Ordinary Stock (WMB)	0.2	$6.0M		101k	60.11	View chart
Paychex Common / Ordinary Stock (PAYX)	0.2	$5.9M	-7%	53k	112.18	View chart
Vanguard High Dividend Yield ETF Exchange Traded Fund (VYM)	0.2	$5.8M	+987%	41k	143.52	View chart
WESCO International Common / Ordinary Stock (WCC)	0.1	$5.8M	-4%	24k	244.64	View chart
Vanguard Total Stock Market ETF Exchange Traded Fund (VTI)	0.1	$5.8M	-17%	17k	335.27	View chart
Marvell Technology Common / Ordinary Stock (MRVL)	0.1	$5.8M	-20%	68k	84.98	View chart
Waste Connections Common / Ordinary Stock (WCN)	0.1	$5.6M	+10%	32k	175.36	View chart
ConocoPhillips Common / Ordinary Stock (COP)	0.1	$5.4M	-9%	58k	93.61	View chart
Vanguard Consumer Staples ETF Exchange Traded Fund (VDC)	0.1	$5.3M	-2%	25k	211.24	View chart
Trimble Common / Ordinary Stock (TRMB)	0.1	$5.3M	-5%	68k	78.35	View chart
Microchip Technology Common / Ordinary Stock (MCHP)	0.1	$5.3M	-7%	83k	63.72	View chart
PayPal Holdings Common / Ordinary Stock (PYPL)	0.1	$5.2M	-10%	89k	58.38	View chart
Altria Group Common / Ordinary Stock (MO)	0.1	$5.2M		90k	57.66	View chart
US Bancorp Common / Ordinary Stock (USB)	0.1	$5.1M	-3%	96k	53.36	View chart
Valero Energy Corp Common / Ordinary Stock (VLO)	0.1	$5.0M	-3%	31k	162.79	View chart
Philip Morris International Common / Ordinary Stock (PM)	0.1	$5.0M		31k	160.40	View chart
Fifth Third Bancorp Common / Ordinary Stock (FITB)	0.1	$4.9M		104k	46.81	View chart
Motorola Solutions Common / Ordinary Stock (MSI)	0.1	$4.8M	-10%	13k	383.32	View chart
Walt Disney Co/The Common / Ordinary Stock (DIS)	0.1	$4.8M	-13%	42k	113.77	View chart
Vanguard Total Bond Market ETF Exchange Traded Fund (BND)	0.1	$4.6M	-6%	62k	74.07	View chart
Prologis Closed-end REIT (PLD)	0.1	$4.6M		36k	127.66	View chart
CME Group Common / Ordinary Stock (CME)	0.1	$4.6M	-2%	17k	273.08	View chart
iShares Intermediate Government/Credit Bond ETF Exchange Traded Fund (GVI)	0.1	$4.6M		43k	107.35	View chart
Rollins Common / Ordinary Stock (ROL)	0.1	$4.5M	+2%	75k	60.02	View chart
iShares TIPS Bond ETF Exchange Traded Fund (TIP)	0.1	$4.4M	+2%	40k	109.91	View chart
Digital Realty Trust Closed-end REIT (DLR)	0.1	$4.1M	+4%	27k	154.71	View chart
Cummins Common / Ordinary Stock (CMI)	0.1	$3.9M	-3%	7.7k	510.45	View chart
Intercontinental Exchange Common / Ordinary Stock (ICE)	0.1	$3.9M	+20%	24k	161.96	View chart
Genuine Parts Common / Ordinary Stock (GPC)	0.1	$3.8M	-5%	31k	122.96	View chart
Ingredion Common / Ordinary Stock (INGR)	0.1	$3.8M	-6%	34k	110.26	View chart
iShares MSCI ACWI ETF Exchange Traded Fund (ACWI)	0.1	$3.7M	-2%	26k	141.49	View chart
Allstate Corp/The Common / Ordinary Stock (ALL)	0.1	$3.7M		18k	208.15	View chart
Public Storage Closed-end REIT (PSA)	0.1	$3.6M	-19%	14k	259.50	View chart
Quest Diagnostics Common / Ordinary Stock (DGX)	0.1	$3.6M		21k	173.53	View chart
Starbucks Corp Common / Ordinary Stock (SBUX)	0.1	$3.5M	-7%	42k	84.21	View chart
Marriott International Common / Ordinary Stock (MAR)	0.1	$3.5M	-5%	11k	310.24	View chart
Vanguard Energy ETF Exchange Traded Fund (VDE)	0.1	$3.5M	-3%	27k	125.92	View chart
Zoetis Common / Ordinary Stock (ZTS)	0.1	$3.5M	-31%	27k	125.82	View chart
Oracle CORP Common / Ordinary Stock (ORCL)	0.1	$3.4M		18k	194.91	View chart
Lowe's Cos Common / Ordinary Stock (LOW)	0.1	$3.4M	-6%	14k	241.16	View chart
Cadence Design Systems Common / Ordinary Stock (CDNS)	0.1	$3.4M	-4%	11k	312.58	View chart
American Express Common / Ordinary Stock (AXP)	0.1	$3.3M	-3%	8.9k	369.95	View chart
JPMorgan Core Plus Bond ETF Exchange Traded Fund (JCPB)	0.1	$3.3M	-2%	70k	47.35	View chart
TC Energy Corp Common / Ordinary Stock (TRP)	0.1	$3.0M		55k	55.01	View chart
Pfizer Common / Ordinary Stock (PFE)	0.1	$3.0M	-7%	120k	24.90	View chart
Sysco Corp Common / Ordinary Stock (SYY)	0.1	$2.9M	-3%	40k	73.69	View chart
Huntington Bancshares Common / Ordinary Stock (HBAN)	0.1	$2.9M		168k	17.35	View chart
State Street SPDR Portfolio Short Term Corporate Bond ETF Exchange Traded Fund (SPSB)	0.1	$2.9M	-4%	95k	30.20	View chart
Bank of New York Mellon Corp/The Common / Ordinary Stock (BK)	0.1	$2.9M	+9%	25k	116.09	View chart
Corning Common / Ordinary Stock (GLW)	0.1	$2.8M	-26%	32k	87.56	View chart
Duke Energy Corp Common / Ordinary Stock (DUK)	0.1	$2.8M	-7%	24k	117.21	View chart
iShares MSCI Eurozone ETF Exchange Traded Fund (EZU)	0.1	$2.8M	-2%	43k	64.10	View chart
American Tower Corp Closed-end REIT (AMT)	0.1	$2.7M	-23%	16k	175.57	View chart
Deere & Co Common / Ordinary Stock (DE)	0.1	$2.7M		5.8k	465.57	View chart
Truist Financial Corp Common / Ordinary Stock (TFC)	0.1	$2.7M	-10%	55k	49.21	View chart
JPMorgan International Research Enhanced Equity ETF Exchange Traded Fund (JIRE)	0.1	$2.7M	-3%	36k	74.88	View chart
Wells Fargo & Co Common / Ordinary Stock (WFC)	0.1	$2.6M	-2%	28k	93.20	View chart
Air Products and Chemicals Common / Ordinary Stock (APD)	0.1	$2.6M	-7%	11k	247.02	View chart
Fortive Corp Common / Ordinary Stock (FTV)	0.1	$2.6M	+2%	47k	55.21	View chart
JPMorgan Active Bond ETF Exchange Traded Fund (JBND)	0.1	$2.6M	NEW	48k	54.07	View chart
Principal Spectrum Preferred Securities Active ETF Exchange Traded Fund (PREF)	0.1	$2.6M		135k	19.07	View chart
iShares MSCI Emerging Markets ETF Exchange Traded Fund (EEM)	0.1	$2.6M		47k	54.71	View chart
Vanguard Utilities ETF Exchange Traded Fund (VPU)	0.1	$2.5M	-4%	14k	185.04	View chart
Netflix Common / Ordinary Stock (NFLX)	0.1	$2.5M	+969%	26k	93.76	View chart
Capital One Financial Corp Common / Ordinary Stock (COF)	0.1	$2.5M		10k	242.36	View chart
Dow Common / Ordinary Stock (DOW)	0.1	$2.4M	-43%	104k	23.38	View chart
Vanguard Small-Cap ETF Exchange Traded Fund (VB)	0.1	$2.4M		9.4k	257.95	View chart
iShares Core U.S. Aggregate Bond ETF Exchange Traded Fund (AGG)	0.1	$2.4M	-44%	24k	99.88	View chart
iShares Gold Trust Exchange Traded Fund (IAU)	0.1	$2.3M		29k	81.17	View chart
T-Mobile US Common / Ordinary Stock (TMUS)	0.1	$2.2M	-25%	11k	203.04	View chart
Uber Technologies Common / Ordinary Stock (UBER)	0.1	$2.2M		27k	81.71	View chart
Monster Beverage Corp Common / Ordinary Stock (MNST)	0.1	$2.2M		28k	76.67	View chart
JPMorgan Active Growth ETF Exchange Traded Fund (JGRO)	0.1	$2.1M		23k	92.80	View chart
EOG Resources Common / Ordinary Stock (EOG)	0.1	$2.1M	-6%	20k	105.01	View chart
Palantir Technologies Common / Ordinary Stock (PLTR)	0.1	$2.1M	-8%	12k	177.75	View chart
UnitedHealth Group Common / Ordinary Stock (UNH)	0.1	$2.1M	-33%	6.3k	330.11	View chart
Vanguard Materials ETF Exchange Traded Fund (VAW)	0.1	$2.1M	-2%	10k	207.55	View chart
Schwab US Dividend Equity ETF Exchange Traded Fund (SCHD)	0.1	$2.1M	+18%	76k	27.43	View chart
iShares 3-7 Year Treasury Bond ETF Exchange Traded Fund (IEI)	0.1	$2.1M	+4%	17k	119.35	View chart
Comcast Corp Common / Ordinary Stock (CMCSA)	0.1	$2.1M	-19%	69k	29.89	View chart
Amgen Common / Ordinary Stock (AMGN)	0.1	$2.0M		6.0k	327.31	View chart
iShares MSCI KLD 400 Social ETF Exchange Traded Fund (DSI)	0.0	$1.9M	+3%	15k	128.83	View chart
Applied Materials Common / Ordinary Stock (AMAT)	0.0	$1.9M	-17%	7.3k	256.99	View chart
iShares Russell 2000 ETF Exchange Traded Fund (IWM)	0.0	$1.8M		7.5k	246.16	View chart
iShares Russell Mid-Cap ETF Exchange Traded Fund (IWR)	0.0	$1.8M		19k	96.27	View chart
Advanced Micro Devices Common / Ordinary Stock (AMD)	0.0	$1.8M	+32%	8.2k	214.16	View chart
Crown Castle Closed-end REIT (CCI)	0.0	$1.7M	-15%	20k	88.87	View chart
Schwab U.S. Large-Cap Growth ETF Exchange Traded Fund (SCHG)	0.0	$1.7M	-6%	53k	32.62	View chart
Travelers Cos Inc/The Common / Ordinary Stock (TRV)	0.0	$1.7M		5.8k	290.06	View chart
TJX Cos Inc/The Common / Ordinary Stock (TJX)	0.0	$1.7M		11k	153.61	View chart
JPMorgan Global Select Equity ETF Exchange Traded Fund (JGLO)	0.0	$1.7M		24k	67.67	View chart
JPMorgan Active Value ETF Exchange Traded Fund (JAVA)	0.0	$1.6M	-5%	22k	71.72	View chart
Cintas Corp Common / Ordinary Stock (CTAS)	0.0	$1.6M	-15%	8.5k	188.07	View chart
Hasbro Common / Ordinary Stock (HAS)	0.0	$1.5M	-3%	19k	82.00	View chart
Invesco S&P 500 High Dividend Low Volatility ETF Exchange Traded Fund (SPHD)	0.0	$1.5M	-10%	32k	48.00	View chart
Invesco RAFI Emerging Markets ETF Exchange Traded Fund (PXH)	0.0	$1.5M	+19%	60k	25.81	View chart
Snap-on Common / Ordinary Stock (SNA)	0.0	$1.5M		4.5k	344.60	View chart
SLB Common / Ordinary Stock (SLB)	0.0	$1.5M	-11%	38k	38.38	View chart
Vanguard Short-Term Bond ETF Exchange Traded Fund (BSV)	0.0	$1.4M	+10%	18k	78.81	View chart
iShares Latin America 40 ETF Exchange Traded Fund (ILF)	0.0	$1.4M	-3%	46k	30.45	View chart
Newmont Corp Common / Ordinary Stock (NEM)	0.0	$1.4M	-13%	14k	99.85	View chart
GE Aerospace Common / Ordinary Stock (GE)	0.0	$1.4M		4.5k	308.03	View chart
Fiserv Common / Ordinary Stock (FI)	0.0	$1.4M	-84%	20k	67.17	View chart
iShares Russell 1000 Growth ETF Exchange Traded Fund (IWF)	0.0	$1.3M		2.8k	473.30	View chart
iShares MSCI Japan ETF Exchange Traded Fund (EWJ)	0.0	$1.2M	-3%	15k	80.74	View chart
iShares S&P Mid-Cap 400 Growth ETF Exchange Traded Fund (IJK)	0.0	$1.2M	-8%	13k	96.88	View chart
Invesco S&P MidCap Low Volatility ETF Exchange Traded Fund (XMLV)	0.0	$1.2M	+7%	20k	62.37	View chart
Target Corp Common / Ordinary Stock (TGT)	0.0	$1.2M	-55%	12k	97.75	View chart
Micron Technology Common / Ordinary Stock (MU)	0.0	$1.2M	+13%	4.2k	285.41	View chart
Intuit Common / Ordinary Stock (INTU)	0.0	$1.2M	-3%	1.8k	662.42	View chart
iShares Select Dividend ETF Exchange Traded Fund (DVY)	0.0	$1.2M	+57%	8.3k	141.14	View chart
iShares 1-5 Year Investment Grade Corporate Bond ETF Exchange Traded Fund (IGSB)	0.0	$1.2M	-5%	22k	52.88	View chart
Texas Instruments Common / Ordinary Stock (TXN)	0.0	$1.2M	-22%	6.7k	173.49	View chart
Technology Select Sector SPDR Fund Exchange Traded Fund (XLK)	0.0	$1.2M	+94%	8.0k	143.97	View chart
Boeing Co/The Common / Ordinary Stock (BA)	0.0	$1.1M	+27%	5.2k	217.12	View chart
Amphenol Corp Common / Ordinary Stock (APH)	0.0	$1.1M		8.0k	135.14	View chart
Rockwell Automation Common / Ordinary Stock (ROK)	0.0	$1.1M		2.8k	389.07	View chart
Wynn Resorts Common / Ordinary Stock (WYNN)	0.0	$1.1M	-12%	8.9k	120.33	View chart
Adams Diversified Equity Fund Closed-end Fund (ADX)	0.0	$1.1M	+2%	45k	23.32	View chart
Citigroup Common / Ordinary Stock (C)	0.0	$1.0M		8.9k	116.69	View chart
Realty Income Corp Closed-end REIT (O)	0.0	$1.0M		18k	56.37	View chart
iShares Russell 2000 Value ETF Exchange Traded Fund (IWN)	0.0	$1.0M	-3%	5.5k	181.21	View chart
Invesco S&P 500 Low Volatility ETF Exchange Traded Fund (SPLV)	0.0	$998k	-13%	14k	71.42	View chart
iShares Russell 1000 ETF Exchange Traded Fund (IWB)	0.0	$973k	-2%	2.6k	373.44	View chart
iShares 7-10 Year Treasury Bond ETF Exchange Traded Fund (IEF)	0.0	$967k	+19%	10k	96.16	View chart
Aflac Common / Ordinary Stock (AFL)	0.0	$963k		8.7k	110.27	View chart
United Rentals Common / Ordinary Stock (URI)	0.0	$957k	+27%	1.2k	809.32	View chart
Schwab US Broad Market ETF Exchange Traded Fund (SCHB)	0.0	$950k		36k	26.23	View chart
JPMorgan Income ETF Exchange Traded Fund (JPIE)	0.0	$946k	-24%	20k	46.29	View chart
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF Exchange Traded Fund (SPIB)	0.0	$944k	-6%	28k	33.81	View chart
iShares National Muni Bond ETF Exchange Traded Fund (MUB)	0.0	$944k	+6%	8.8k	107.11	View chart
Gilead Sciences Common / Ordinary Stock (GILD)	0.0	$943k		7.7k	122.74	View chart
Autodesk Common / Ordinary Stock (ADSK)	0.0	$933k	-8%	3.2k	296.01	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 Q4 filed Jan. 7, 2026
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

View all past filings

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