Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Massmutual Trust

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

Top 5 stock holdings are NVDA, AAPL, VO, MSFT, VEA, and represent 19.77% of MassMutual Private Wealth & Trust's stock portfolio.
Added to shares of these 10 stocks: SCHO (+$7.2M), PANW (+$5.0M), EFA, DOW, PEP, CSL, EFIV, ACN, LLY, ADI.
Started 178 new stock positions in PHR, Defiance Daily Target 2X Long MSTR ETF, INSE, UTZ, RMAX, FTCA, SEZL, Ishares Tr 0-1 Year Tips Bo, ALMS, MG.
Reduced shares in these 10 stocks: SPY (-$15M), NVDA (-$10M), VNQ (-$9.2M), VOO (-$8.9M), ADBE (-$7.8M), SCHR (-$6.7M), GD (-$6.5M), VYM (-$5.8M), GOOGL (-$5.4M), CAT.
Sold out of its positions in AMC, ALEX, ALIT, AIV, APPN, ACLX, ASIC, RNA, BCBP, DYNF.
MassMutual Private Wealth & Trust was a net seller of stock by $-110M.
MassMutual Private Wealth & Trust has $3.7B in assets under management (AUM), dropping by -5.49%.
Central Index Key (CIK): 0001103653

Tip: Access up to 7 years of quarterly data

Positions held by Massmutual Trust consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for MassMutual Private Wealth & Trust

MassMutual Private Wealth & Trust holds 2429 positions in its portfolio as reported in the March 2026 quarterly 13F filing

MassMutual Private Wealth & Trust has 2429 total positions. Only the first 250 positions are shown.

Sign up to view all of the MassMutual Private Wealth & Trust March 31, 2026 positions
Download the MassMutual Private Wealth & Trust March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corp Common / Ordinary Stock (NVDA)	4.7	$172M	-5%	985k	174.40	View chart
Apple Common / Ordinary Stock (AAPL)	4.6	$170M	-2%	671k	253.79	View chart
Vanguard Mid-Cap ETF Exchange Traded Fund (VO)	4.0	$148M		514k	287.18	View chart
Microsoft Corp Common / Ordinary Stock (MSFT)	3.7	$137M		369k	370.17	View chart
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)	2.7	$100M		1.6M	64.08	View chart
Amazon.com Common / Ordinary Stock (AMZN)	2.5	$93M	-2%	447k	208.27	View chart
Alphabet Common / Ordinary Stock (GOOGL)	2.4	$88M	-5%	305k	287.56	View chart
JPMorgan Chase & Co Common / Ordinary Stock (JPM)	2.1	$76M	-3%	258k	294.16	View chart
Broadcom Common / Ordinary Stock (AVGO)	1.8	$67M		215k	309.51	View chart
Alphabet Common / Ordinary Stock (GOOG)	1.7	$63M	-5%	221k	286.86	View chart
Chevron Corp Common / Ordinary Stock (CVX)	1.6	$59M		286k	206.90	View chart
iShares MSCI EAFE ETF Exchange Traded Fund (EFA)	1.6	$59M	+6%	607k	97.13	View chart
Meta Platforms Common / Ordinary Stock (META)	1.5	$57M		99k	572.13	View chart
Dimensional US Small Cap ETF Exchange Traded Fund (DFAS)	1.4	$52M	-3%	735k	71.13	View chart
iShares Core S&P Mid-Cap ETF Exchange Traded Fund (IJH)	1.3	$48M	-3%	709k	67.53	View chart
Johnson & Johnson Common / Ordinary Stock (JNJ)	1.2	$45M	-5%	185k	244.44	View chart
Visa Common / Ordinary Stock (V)	1.2	$45M		148k	302.24	View chart
Walmart Common / Ordinary Stock (WMT)	1.2	$44M	-5%	355k	124.28	View chart
Berkshire Hathaway Common / Ordinary Stock (BRK.B)	1.2	$43M		90k	479.20	View chart
RTX Corp Common / Ordinary Stock (RTX)	1.1	$42M	-7%	218k	192.90	View chart
Cisco Systems Common / Ordinary Stock (CSCO)	1.1	$41M	-2%	530k	77.59	View chart
McDonald's CORP Common / Ordinary Stock (MCD)	1.1	$39M		125k	310.79	View chart
Home Depot Inc/The Common / Ordinary Stock (HD)	1.1	$39M		118k	328.89	View chart
Procter & Gamble CO/THE Common / Ordinary Stock (PG)	1.0	$38M		263k	144.44	View chart
AbbVie Common / Ordinary Stock (ABBV)	1.0	$37M		168k	217.49	View chart
SPDR S&P MidCap 400 ETF Trust Exchange Traded Fund (MDY)	1.0	$35M		57k	616.76	View chart
iShares Core MSCI EAFE ETF Exchange Traded Fund (IEFA)	0.9	$34M	+2%	379k	90.53	View chart
iShares Core S&P Small-Cap ETF Exchange Traded Fund (IJR)	0.9	$34M		276k	124.31	View chart
Caterpillar Common / Ordinary Stock (CAT)	0.9	$34M	-11%	48k	708.46	View chart
Vanguard Information Technology ETF Exchange Traded Fund (VGT)	0.9	$33M		47k	697.72	View chart
Bank of America Corp Common / Ordinary Stock (BAC)	0.9	$32M	-2%	647k	48.75	View chart
Chubb Common / Ordinary Stock (CB)	0.9	$31M	-2%	96k	325.93	View chart
Ameriprise Financial Common / Ordinary Stock (AMP)	0.8	$31M		70k	444.40	View chart
Vanguard Short-Term Treasury ETF Exchange Traded Fund (VGSH)	0.8	$29M		501k	58.54	View chart
Exxon Mobil Corp Common / Ordinary Stock (XOM)	0.8	$29M	-9%	170k	169.66	View chart
NextEra Energy Common / Ordinary Stock (NEE)	0.8	$28M		304k	92.88	View chart
Schwab Short-Term U.S. Treasury ETF Exchange Traded Fund (SCHO)	0.8	$28M	+34%	1.1M	24.27	View chart
Thermo Fisher Scientific Common / Ordinary Stock (TMO)	0.7	$26M		53k	491.53	View chart
Eli Lilly & Co Common / Ordinary Stock (LLY)	0.7	$26M	+8%	28k	919.77	View chart
O'Reilly Automotive Common / Ordinary Stock (ORLY)	0.7	$26M	-4%	277k	92.31	View chart
Ecolab Common / Ordinary Stock (ECL)	0.7	$25M		95k	266.02	View chart
Booking Holdings Common / Ordinary Stock (BKNG)	0.7	$25M	+4%	5.9k	4210.32	View chart
PepsiCo Common / Ordinary Stock (PEP)	0.6	$24M	+14%	153k	155.29	View chart
Verizon Communications Common / Ordinary Stock (VZ)	0.6	$24M	+2%	469k	50.20	View chart
Stryker CORP Common / Ordinary Stock (SYK)	0.6	$23M		69k	328.59	View chart
L3Harris Technologies Common / Ordinary Stock (LHX)	0.6	$22M	-5%	64k	345.15	View chart
Lincoln Electric Holdings Common / Ordinary Stock (LECO)	0.6	$21M	-3%	86k	249.08	View chart
iShares Core MSCI Emerging Markets ETF Exchange Traded Fund (IEMG)	0.6	$21M	+2%	297k	69.70	View chart
Avantis Emerging Markets Equity ETF Exchange Traded Fund (AVEM)	0.6	$21M		255k	80.58	View chart
Honeywell International Common / Ordinary Stock (HON)	0.5	$20M	-2%	87k	226.03	View chart
Vanguard Short-Term Corporate Bond ETF Exchange Traded Fund (VCSH)	0.5	$19M	+2%	234k	79.27	View chart
Merck & Co Common / Ordinary Stock (MRK)	0.5	$19M	-3%	154k	120.29	View chart
Eaton Corp Common / Ordinary Stock (ETN)	0.5	$18M		50k	357.67	View chart
Vanguard Real Estate ETF Exchange Traded Fund (VNQ)	0.5	$18M	-34%	202k	88.70	View chart
BlackRock Common / Ordinary Stock (BLK)	0.4	$17M	-3%	17k	961.71	View chart
iShares Core S&P 500 ETF Exchange Traded Fund (IVV)	0.4	$16M		25k	653.21	View chart
Vanguard FTSE Emerging Markets ETF Exchange Traded Fund (VWO)	0.4	$16M		301k	54.05	View chart
VanEck Gold Miners ETF/USA Exchange Traded Fund (GDX)	0.4	$16M	-13%	177k	91.77	View chart
Costco Wholesale Corp Common / Ordinary Stock (COST)	0.4	$16M	+5%	16k	996.43	View chart
Palo Alto Networks Common / Ordinary Stock (PANW)	0.4	$16M	+47%	98k	160.32	View chart
A O Smith Corp Common / Ordinary Stock (AOS)	0.4	$15M		230k	65.94	View chart
ResMed Common / Ordinary Stock (RMD)	0.4	$15M		67k	224.48	View chart
Tesla Common / Ordinary Stock (TSLA)	0.4	$15M	-4%	40k	371.75	View chart
Vanguard Intermediate-Term Treasury ETF Exchange Traded Fund (VGIT)	0.4	$14M		238k	59.55	View chart
Union Pacific Corp Common / Ordinary Stock (UNP)	0.4	$14M		56k	242.62	View chart
Vanguard Financials ETF Exchange Traded Fund (VFH)	0.4	$13M		111k	120.81	View chart
Xylem Common / Ordinary Stock (XYL)	0.4	$13M	+6%	112k	119.50	View chart
Carlisle Cos Common / Ordinary Stock (CSL)	0.3	$13M	+23%	39k	333.62	View chart
Vertex Pharmaceuticals Common / Ordinary Stock (VRTX)	0.3	$13M	+2%	29k	446.54	View chart
Northrop Grumman Corp Common / Ordinary Stock (NOC)	0.3	$13M		19k	682.24	View chart
Goldman Sachs Group Inc/The Common / Ordinary Stock (GS)	0.3	$13M	-9%	15k	845.99	View chart
Lockheed Martin Corp Common / Ordinary Stock (LMT)	0.3	$12M	-7%	20k	604.39	View chart
Roper Technologies Common / Ordinary Stock (ROP)	0.3	$12M		33k	353.86	View chart
Morgan Stanley Common / Ordinary Stock (MS)	0.3	$11M	-13%	69k	164.57	View chart
Vanguard Intermediate-Term Corporate Bond ETF Exchange Traded Fund (VCIT)	0.3	$11M		138k	82.75	View chart
Schwab Intermediate-Term U.S. Treasury ETF Exchange Traded Fund (SCHR)	0.3	$11M	-37%	453k	24.91	View chart
Vanguard Health Care ETF Exchange Traded Fund (VHT)	0.3	$11M	-2%	40k	272.33	View chart
NYLI MacKay Muni Intermediate ETF Exchange Traded Fund (MMIT)	0.3	$11M	-2%	446k	24.11	View chart
Waste Management Common / Ordinary Stock (WM)	0.3	$11M	-3%	46k	229.79	View chart
Vanguard Consumer Discretionary ETF Exchange Traded Fund (VCR)	0.3	$10M		29k	359.03	View chart
Medtronic Common / Ordinary Stock (MDT)	0.3	$10M	+3%	120k	86.65	View chart
Vanguard Industrials ETF Exchange Traded Fund (VIS)	0.3	$10M	-3%	32k	312.22	View chart
Accenture Common / Ordinary Stock (ACN)	0.3	$9.8M	+25%	50k	198.29	View chart
Vanguard Mid-Cap Value ETF Exchange Traded Fund (VOE)	0.3	$9.8M	-2%	53k	184.28	View chart
Vanguard Communication Services ETF Exchange Traded Fund (VOX)	0.3	$9.8M		54k	179.84	View chart
Vanguard Mortgage-Backed Securities ETF Exchange Traded Fund (VMBS)	0.3	$9.6M	+2%	205k	46.95	View chart
Vanguard Small-Cap Growth ETF Exchange Traded Fund (VBK)	0.3	$9.4M	-2%	31k	302.25	View chart
State Street SPDR S&P 500 ETF Trust Exchange Traded Fund (SPY)	0.2	$8.9M	-63%	14k	650.34	View chart
JPMorgan BetaBuilders US Equity ETF Exchange Traded Fund (BBUS)	0.2	$8.8M		75k	117.18	View chart
Danaher Corp Common / Ordinary Stock (DHR)	0.2	$8.7M	-4%	46k	189.60	View chart
Coca-Cola Co/The Common / Ordinary Stock (KO)	0.2	$8.7M	-5%	114k	76.05	View chart
ServiceNow Common / Ordinary Stock (NOW)	0.2	$8.7M	-13%	83k	104.55	View chart
Regeneron Pharmaceuticals Common / Ordinary Stock (REGN)	0.2	$8.5M		11k	772.64	View chart
Entergy Corp Common / Ordinary Stock (ETR)	0.2	$8.4M	-20%	75k	112.36	View chart
ConocoPhillips Common / Ordinary Stock (COP)	0.2	$8.3M	+9%	63k	132.00	View chart
TE Connectivity Common / Ordinary Stock (TEL)	0.2	$7.9M	-2%	38k	209.02	View chart
Dow Common / Ordinary Stock (DOW)	0.2	$7.7M	+77%	184k	41.65	View chart
Valero Energy Corp Common / Ordinary Stock (VLO)	0.2	$7.5M		31k	247.08	View chart
American Electric Power Common / Ordinary Stock (AEP)	0.2	$7.4M	-2%	57k	131.08	View chart
Qualcomm Common / Ordinary Stock (QCOM)	0.2	$7.3M	-3%	57k	128.78	View chart
PNC Financial Services Group Inc/The Common / Ordinary Stock (PNC)	0.2	$7.2M		35k	208.09	View chart
Vanguard Mid-Cap Growth ETF Exchange Traded Fund (VOT)	0.2	$7.1M	-6%	28k	257.35	View chart
Salesforce Common / Ordinary Stock (CRM)	0.2	$7.0M		38k	186.67	View chart
Southern Co/The Common / Ordinary Stock (SO)	0.2	$6.9M	-3%	72k	96.52	View chart
Williams Cos Inc/The Common / Ordinary Stock (WMB)	0.2	$6.8M	-6%	94k	72.78	View chart
Emerson Electric Common / Ordinary Stock (EMR)	0.2	$6.7M	-4%	52k	131.02	View chart
Enbridge Common / Ordinary Stock (ENB)	0.2	$6.6M	-3%	123k	54.14	View chart
Vanguard Long-Term Bond ETF Exchange Traded Fund (BLV)	0.2	$6.5M	+2%	95k	68.78	View chart
Vanguard Intermediate-Term Bond ETF Exchange Traded Fund (BIV)	0.2	$6.5M	+2%	84k	77.18	View chart
Motorola Solutions Common / Ordinary Stock (MSI)	0.2	$6.4M	+17%	15k	433.97	View chart
Blackstone Common / Ordinary Stock (BX)	0.2	$6.4M	+7%	55k	114.99	View chart
iShares Preferred and Income Securities ETF Exchange Traded Fund (PFF)	0.2	$6.3M	+2%	209k	30.32	View chart
WESCO International Common / Ordinary Stock (WCC)	0.2	$6.2M	-5%	23k	273.62	View chart
Vanguard Small-Cap Value ETF Exchange Traded Fund (VBR)	0.2	$6.1M	-2%	28k	217.25	View chart
Altria Group Common / Ordinary Stock (MO)	0.2	$5.9M		90k	65.99	View chart
Prudential Financial Common / Ordinary Stock (PRU)	0.2	$5.8M	-2%	60k	97.69	View chart
Marvell Technology Common / Ordinary Stock (MRVL)	0.2	$5.7M	-14%	58k	99.05	View chart
Vanguard Consumer Staples ETF Exchange Traded Fund (VDC)	0.1	$5.5M	-4%	24k	224.59	View chart
Waste Connections Common / Ordinary Stock (WCN)	0.1	$5.4M	+4%	33k	162.44	View chart
Abbott Laboratories Common / Ordinary Stock (ABT)	0.1	$5.4M	-13%	52k	102.67	View chart
Mastercard Common / Ordinary Stock (MA)	0.1	$5.4M	-7%	11k	499.66	View chart
Cummins Common / Ordinary Stock (CMI)	0.1	$5.3M	+27%	9.8k	538.02	View chart
International Business Machines Corp Common / Ordinary Stock (IBM)	0.1	$5.2M	-3%	21k	242.39	View chart
Philip Morris International Common / Ordinary Stock (PM)	0.1	$5.2M		31k	165.34	View chart
Microchip Technology Common / Ordinary Stock (MCHP)	0.1	$5.1M	-4%	79k	64.61	View chart
S&P Global Common / Ordinary Stock (SPGI)	0.1	$5.1M	-28%	12k	425.34	View chart
US Bancorp Common / Ordinary Stock (USB)	0.1	$4.9M		95k	52.01	View chart
PayPal Holdings Common / Ordinary Stock (PYPL)	0.1	$4.9M	+22%	108k	45.23	View chart
Vanguard S&P 500 ETF Exchange Traded Fund (VOO)	0.1	$4.8M	-64%	8.1k	597.55	View chart
Digital Realty Trust Closed-end REIT (DLR)	0.1	$4.8M		27k	180.21	View chart
CME Group Common / Ordinary Stock (CME)	0.1	$4.8M	-2%	16k	295.35	View chart
Prologis Closed-end REIT (PLD)	0.1	$4.7M		36k	132.18	View chart
Fifth Third Bancorp Common / Ordinary Stock (FITB)	0.1	$4.7M		102k	46.46	View chart
Zoetis Common / Ordinary Stock (ZTS)	0.1	$4.7M	+44%	40k	118.21	View chart
Vanguard Total Bond Market ETF Exchange Traded Fund (BND)	0.1	$4.6M		63k	73.64	View chart
Vanguard Energy ETF Exchange Traded Fund (VDE)	0.1	$4.6M	-3%	26k	173.04	View chart
iShares TIPS Bond ETF Exchange Traded Fund (TIP)	0.1	$4.5M	+2%	41k	110.36	View chart
iShares Intermediate Government/Credit Bond ETF Exchange Traded Fund (GVI)	0.1	$4.5M		42k	106.68	View chart
Adobe Common / Ordinary Stock (ADBE)	0.1	$4.4M	-63%	18k	243.08	View chart
Starbucks Corp Common / Ordinary Stock (SBUX)	0.1	$4.4M	+18%	50k	89.59	View chart
Paychex Common / Ordinary Stock (PAYX)	0.1	$4.3M	-10%	47k	92.12	View chart
Crowdstrike Holdings Common / Ordinary Stock (CRWD)	0.1	$4.3M	-18%	11k	390.41	View chart
Netflix Common / Ordinary Stock (NFLX)	0.1	$4.1M	+63%	43k	96.15	View chart
Quest Diagnostics Common / Ordinary Stock (DGX)	0.1	$4.0M		20k	195.98	View chart
Intercontinental Exchange Common / Ordinary Stock (ICE)	0.1	$4.0M	+4%	25k	157.28	View chart
Allstate Corp/The Common / Ordinary Stock (ALL)	0.1	$3.9M	+6%	19k	207.34	View chart
Rollins Common / Ordinary Stock (ROL)	0.1	$3.9M	-3%	73k	53.41	View chart
Cadence Design Systems Common / Ordinary Stock (CDNS)	0.1	$3.8M	+23%	14k	277.87	View chart
Ingredion Common / Ordinary Stock (INGR)	0.1	$3.7M	-4%	33k	112.66	View chart
iShares MSCI ACWI ETF Exchange Traded Fund (ACWI)	0.1	$3.6M		26k	138.37	View chart
JPMorgan Core Plus Bond ETF Exchange Traded Fund (JCPB)	0.1	$3.6M	+8%	76k	47.08	View chart
American Tower Corp Closed-end REIT (AMT)	0.1	$3.5M	+31%	21k	172.58	View chart
Vanguard Total Stock Market ETF Exchange Traded Fund (VTI)	0.1	$3.5M	-36%	11k	320.81	View chart
Marriott International Common / Ordinary Stock (MAR)	0.1	$3.5M	-5%	11k	327.07	View chart
Public Storage Closed-end REIT (PSA)	0.1	$3.5M	-7%	13k	270.88	View chart
General Dynamics Corp Common / Ordinary Stock (GD)	0.1	$3.4M	-65%	9.8k	343.22	View chart
Corning Common / Ordinary Stock (GLW)	0.1	$3.4M	-23%	25k	135.97	View chart
Air Products and Chemicals Common / Ordinary Stock (APD)	0.1	$3.3M	+9%	11k	290.49	View chart
TC Energy Corp Common / Ordinary Stock (TRP)	0.1	$3.3M	-5%	52k	62.60	View chart
Pfizer Common / Ordinary Stock (PFE)	0.1	$3.2M	-4%	114k	28.08	View chart
iShares MSCI Eurozone ETF Exchange Traded Fund (EZU)	0.1	$3.2M	+17%	51k	62.64	View chart
State Street SPDR Portfolio Short Term Corporate Bond ETF Exchange Traded Fund (SPSB)	0.1	$3.1M	+10%	105k	30.07	View chart
Walt Disney Co/The Common / Ordinary Stock (DIS)	0.1	$3.1M	-22%	33k	96.38	View chart
Deere & Co Common / Ordinary Stock (DE)	0.1	$3.1M	-5%	5.5k	563.30	View chart
Duke Energy Corp Common / Ordinary Stock (DUK)	0.1	$3.1M		23k	130.94	View chart
Huntington Bancshares Common / Ordinary Stock (HBAN)	0.1	$3.0M	+16%	195k	15.65	View chart
Genuine Parts Common / Ordinary Stock (GPC)	0.1	$3.0M	-9%	28k	105.75	View chart
Bank of New York Mellon Corp/The Common / Ordinary Stock (BK)	0.1	$3.0M		25k	118.63	View chart
Schwab US Dividend Equity ETF Exchange Traded Fund (SCHD)	0.1	$3.0M	+26%	96k	30.68	View chart
Target Corp Common / Ordinary Stock (TGT)	0.1	$2.9M	+95%	24k	121.20	View chart
Trimble Common / Ordinary Stock (TRMB)	0.1	$2.8M	-36%	43k	65.23	View chart
Sysco Corp Common / Ordinary Stock (SYY)	0.1	$2.8M		39k	71.33	View chart
iShares MSCI Emerging Markets ETF Exchange Traded Fund (EEM)	0.1	$2.7M	+2%	48k	56.79	View chart
Fortive Corp Common / Ordinary Stock (FTV)	0.1	$2.7M	+2%	48k	55.28	View chart
Principal Spectrum Preferred Securities Active ETF Exchange Traded Fund (PREF)	0.1	$2.6M	+4%	140k	18.82	View chart
Oracle CORP Common / Ordinary Stock (ORCL)	0.1	$2.6M		18k	147.11	View chart
JPMorgan Active Bond ETF Exchange Traded Fund (JBND)	0.1	$2.6M	+2%	49k	53.77	View chart
Vanguard Utilities ETF Exchange Traded Fund (VPU)	0.1	$2.6M		13k	198.14	View chart
Truist Financial Corp Common / Ordinary Stock (TFC)	0.1	$2.6M	+3%	56k	45.97	View chart
T-Mobile US Common / Ordinary Stock (TMUS)	0.1	$2.6M	+12%	12k	210.03	View chart
JPMorgan International Research Enhanced Equity ETF Exchange Traded Fund (JIRE)	0.1	$2.5M	-7%	33k	75.74	View chart
iShares Core U.S. Aggregate Bond ETF Exchange Traded Fund (AGG)	0.1	$2.5M	+4%	25k	99.27	View chart
Vanguard Small-Cap ETF Exchange Traded Fund (VB)	0.1	$2.4M		9.2k	261.92	View chart
State Street SPDR S&P 500 ESG ETF Exchange Traded Fund (EFIV)	0.1	$2.4M	NEW	38k	63.08	View chart
SLB Common / Ordinary Stock (SLB)	0.1	$2.3M	+19%	45k	51.39	View chart
Applied Materials Common / Ordinary Stock (AMAT)	0.1	$2.3M	-6%	6.8k	341.79	View chart
Invesco S&P 500 High Dividend Low Volatility ETF Exchange Traded Fund (SPHD)	0.1	$2.3M	+41%	46k	49.61	View chart
Analog Devices Common / Ordinary Stock (ADI)	0.1	$2.2M	+302%	7.1k	318.14	View chart
American Express Common / Ordinary Stock (AXP)	0.1	$2.2M	-17%	7.3k	302.48	View chart
Vanguard Materials ETF Exchange Traded Fund (VAW)	0.1	$2.2M	-3%	9.7k	225.34	View chart
Amgen Common / Ordinary Stock (AMGN)	0.1	$2.0M	-4%	5.8k	351.85	View chart
Palantir Technologies Common / Ordinary Stock (PLTR)	0.1	$2.0M	+15%	14k	146.28	View chart
Invesco RAFI Emerging Markets ETF Exchange Traded Fund (PXH)	0.1	$2.0M	+23%	74k	26.91	View chart
EOG Resources Common / Ordinary Stock (EOG)	0.1	$2.0M	-32%	14k	144.57	View chart
Comcast Corp Common / Ordinary Stock (CMCSA)	0.1	$1.9M		68k	28.71	View chart
Advanced Micro Devices Common / Ordinary Stock (AMD)	0.1	$1.9M	+14%	9.4k	203.43	View chart
Lowe's Cos Common / Ordinary Stock (LOW)	0.1	$1.9M	-43%	8.0k	236.28	View chart
Wells Fargo & Co Common / Ordinary Stock (WFC)	0.1	$1.9M	-15%	24k	79.61	View chart
iShares Russell 2000 ETF Exchange Traded Fund (IWM)	0.0	$1.8M		7.4k	248.00	View chart
iShares Select Dividend ETF Exchange Traded Fund (DVY)	0.0	$1.8M	+45%	12k	151.41	View chart
Uber Technologies Common / Ordinary Stock (UBER)	0.0	$1.8M	-4%	26k	71.93	View chart
Capital One Financial Corp Common / Ordinary Stock (COF)	0.0	$1.8M	-3%	9.8k	182.43	View chart
iShares Russell Mid-Cap ETF Exchange Traded Fund (IWR)	0.0	$1.8M		18k	97.23	View chart
iShares Gold Trust Exchange Traded Fund (IAU)	0.0	$1.8M	-29%	20k	88.16	View chart
Hasbro Common / Ordinary Stock (HAS)	0.0	$1.8M		19k	93.60	View chart
ON Semiconductor Corp Common / Ordinary Stock (ON)	0.0	$1.7M	+1155%	27k	61.92	View chart
Travelers Cos Inc/The Common / Ordinary Stock (TRV)	0.0	$1.7M		5.8k	291.68	View chart
iShares Latin America 40 ETF Exchange Traded Fund (ILF)	0.0	$1.6M		46k	35.52	View chart
Snap-on Common / Ordinary Stock (SNA)	0.0	$1.6M		4.5k	363.22	View chart
JPMorgan Global Select Equity ETF Exchange Traded Fund (JGLO)	0.0	$1.6M		24k	65.27	View chart
TJX Cos Inc/The Common / Ordinary Stock (TJX)	0.0	$1.6M	-9%	9.8k	159.70	View chart
Newmont Corp Common / Ordinary Stock (NEM)	0.0	$1.6M	+2%	14k	108.25	View chart
Schwab U.S. Large-Cap Growth ETF Exchange Traded Fund (SCHG)	0.0	$1.5M		53k	29.13	View chart
JPMorgan Active Growth ETF Exchange Traded Fund (JGRO)	0.0	$1.5M	-21%	18k	84.52	View chart
JPMorgan Active Value ETF Exchange Traded Fund (JAVA)	0.0	$1.5M	-4%	21k	71.75	View chart
Invesco S&P MidCap Low Volatility ETF Exchange Traded Fund (XMLV)	0.0	$1.5M	+23%	24k	62.97	View chart
Invesco S&P 500 Low Volatility ETF Exchange Traded Fund (SPLV)	0.0	$1.4M	+41%	20k	73.14	View chart
Micron Technology Common / Ordinary Stock (MU)	0.0	$1.4M		4.2k	337.84	View chart
Vanguard Short-Term Bond ETF Exchange Traded Fund (BSV)	0.0	$1.4M	-2%	18k	78.41	View chart
Monster Beverage Corp Common / Ordinary Stock (MNST)	0.0	$1.4M	-33%	19k	72.46	View chart
Cintas Corp Common / Ordinary Stock (CTAS)	0.0	$1.4M	-5%	8.1k	169.14	View chart
Technology Select Sector SPDR Fund Exchange Traded Fund (XLK)	0.0	$1.3M	+25%	10k	132.90	View chart
GE Aerospace Common / Ordinary Stock (GE)	0.0	$1.3M		4.5k	283.77	View chart
iShares MSCI Japan ETF Exchange Traded Fund (EWJ)	0.0	$1.3M		15k	84.44	View chart
Crown Castle Closed-end REIT (CCI)	0.0	$1.3M	-20%	16k	81.31	View chart
UnitedHealth Group Common / Ordinary Stock (UNH)	0.0	$1.3M	-27%	4.6k	270.59	View chart
iShares S&P Mid-Cap 400 Growth ETF Exchange Traded Fund (IJK)	0.0	$1.2M	-4%	12k	100.62	View chart
Invesco QQQ Trust Series 1 Exchange Traded Fund (QQQ)	0.0	$1.2M	+50%	2.1k	577.18	View chart
iShares 3-7 Year Treasury Bond ETF Exchange Traded Fund (IEI)	0.0	$1.2M	-41%	10k	118.60	View chart
Texas Instruments Common / Ordinary Stock (TXN)	0.0	$1.2M	-9%	6.1k	194.14	View chart
Invesco Preferred ETF Exchange Traded Fund (PGX)	0.0	$1.2M	+33%	106k	10.88	View chart
iShares 1-5 Year Investment Grade Corporate Bond ETF Exchange Traded Fund (IGSB)	0.0	$1.1M	-2%	21k	52.56	View chart
Invesco S&P 500 Concentrated QVM ETF Exchange Traded Fund (SPVU)	0.0	$1.1M	+23%	19k	59.45	View chart
iShares ESG Aware MSCI EAFE ETF Exchange Traded Fund (ESGD)	0.0	$1.1M	+11535%	12k	95.62	View chart
iShares Russell 2000 Value ETF Exchange Traded Fund (IWN)	0.0	$1.1M	+2%	5.7k	189.59	View chart
Hershey Co/The Common / Ordinary Stock (HSY)	0.0	$1.1M	+418%	5.2k	207.89	View chart
iShares National Muni Bond ETF Exchange Traded Fund (MUB)	0.0	$1.1M	+13%	10k	106.15	View chart
Realty Income Corp Closed-end REIT (O)	0.0	$1.1M	-3%	17k	61.18	View chart
GE Vernova Common / Ordinary Stock (GEV)	0.0	$1.0M	-6%	1.2k	872.90	View chart
Gilead Sciences Common / Ordinary Stock (GILD)	0.0	$1.0M	-6%	7.2k	139.37	View chart
Alerian MLP ETF Exchange Traded Fund (AMLP)	0.0	$993k	+57%	19k	52.64	View chart
Adams Diversified Equity Fund Closed-end Fund (ADX)	0.0	$965k	-2%	44k	21.89	View chart
iShares Russell 1000 ETF Exchange Traded Fund (IWB)	0.0	$964k	+3%	2.7k	356.56	View chart
Citigroup Common / Ordinary Stock (C)	0.0	$962k	-4%	8.5k	113.41	View chart
iShares ESG Select Screened S&P Mid-Cap ETF Exchange Traded Fund (XJH)	0.0	$954k	+2%	21k	45.37	View chart
iShares Russell 1000 Growth ETF Exchange Traded Fund (IWF)	0.0	$942k	-22%	2.2k	426.40	View chart
Rockwell Automation Common / Ordinary Stock (ROK)	0.0	$941k	-4%	2.6k	358.88	View chart
iShares MSCI South Korea ETF Exchange Traded Fund (EWY)	0.0	$935k	-2%	7.6k	123.01	View chart
Aflac Common / Ordinary Stock (AFL)	0.0	$934k	-2%	8.5k	109.71	View chart
M&T Bank Corp Common / Ordinary Stock (MTB)	0.0	$929k	-2%	4.5k	206.72	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 2026 Q1 filed April 13, 2026
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z