Filed: 4/1/2025ACC: 0000950123-25-003277
📋 What this filing means
MASSMUTUAL PRIVATE WEALTH & TRUST, FSB filed this quarterly 13F‑HR report disclosing 2387 equity positions with a total reported market value of $3.46B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2387
Positions
$3.46B
Total AUM (reported)
30.74M
Total Shares
Allocation by class
COMMON / ORDINARY STOCK$2.49B72.1%
EXCHANGE TRADED FUND$939.62M27.2%
CLOSED-END REIT$25.13M0.7%
CLOSED-END FUND$846.1K0.0%
CLOSED-END SECURITIES FUND$36.000.0%
Portfolio Concentration
Top 3$435.82M12.6%
4–10$548.00M15.9%
11–25$634.11M18.3%
Rest$1.84B53.2%
Top 3 weight
12.6%
Top 10 weight
28.5%
Voting Authority Distribution
Total shares with voting rights: 30.74M
Sole
Full voting authority
30.74M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole2387
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings2387
Rows:
Apple Inc
SOLEShares705.11K
TypeSH
Market value$156.63M
4.53%
Sole
705.11K
Shared
0.00
None
0.00
Microsoft CORP
SOLEShares387.65K
TypeSH
Market value$145.52M
4.21%
Sole
387.65K
Shared
0.00
None
0.00
Vanguard Mid-Cap ETF
SOLEShares516.86K
TypeSH
Market value$133.67M
3.87%
Sole
516.86K
Shared
0.00
None
0.00
NVIDIA Corp
SOLEShares1.13M
TypeSH
Market value$122.98M
3.56%
Sole
1.13M
Shared
0.00
None
0.00
Amazon.com Inc
SOLEShares476.83K
TypeSH
Market value$90.72M
2.62%
Sole
476.83K
Shared
0.00
None
0.00
Vanguard FTSE Developed Markets ETF
SOLEShares1.54M
TypeSH
Market value$78.10M
2.26%
Sole
1.54M
Shared
0.00
None
0.00
JPMorgan Chase & Co
SOLEShares298.53K
TypeSH
Market value$73.23M
2.12%
Sole
298.53K
Shared
0.00
None
0.00
Dimensional US Small Cap ETF
SOLEShares1.16M
TypeSH
Market value$69.23M
2.00%
Sole
1.16M
Shared
0.00
None
0.00
Meta Platforms Inc
SOLEShares99.30K
TypeSH
Market value$57.23M
1.66%
Sole
99.30K
Shared
0.00
None
0.00
Alphabet Inc
SOLEShares365.44K
TypeSH
Market value$56.51M
1.63%
Sole
365.44K
Shared
0.00
None
0.00
Visa INC
SOLEShares158.88K
TypeSH
Market value$55.68M
1.61%
Sole
158.88K
Shared
0.00
None
0.00
Chevron CORP
SOLEShares316.34K
TypeSH
Market value$52.92M
1.53%
Sole
316.34K
Shared
0.00
None
0.00
Procter & Gamble CO/THE
SOLEShares293.48K
TypeSH
Market value$50.01M
1.45%
Sole
293.48K
Shared
0.00
None
0.00
Berkshire Hathaway Inc
SOLEShares92.20K
TypeSH
Market value$49.10M
1.42%
Sole
92.20K
Shared
0.00
None
0.00
iShares Core S&P Mid-Cap ETF
SOLEShares827.56K
TypeSH
Market value$48.29M
1.40%
Sole
827.56K
Shared
0.00
None
0.00
iShares MSCI EAFE ETF
SOLEShares550.39K
TypeSH
Market value$44.98M
1.30%
Sole
550.39K
Shared
0.00
None
0.00
Home Depot Inc/The
SOLEShares117.06K
TypeSH
Market value$42.90M
1.24%
Sole
117.06K
Shared
0.00
None
0.00
McDonald's CORP
SOLEShares130.09K
TypeSH
Market value$40.64M
1.18%
Sole
130.09K
Shared
0.00
None
0.00
AbbVie INC
SOLEShares188.36K
TypeSH
Market value$39.46M
1.14%
Sole
188.36K
Shared
0.00
None
0.00
Alphabet Inc
SOLEShares243.46K
TypeSH
Market value$38.04M
1.10%
Sole
243.46K
Shared
0.00
None
0.00
Cisco Systems Inc
SOLEShares568.08K
TypeSH
Market value$35.06M
1.01%
Sole
568.08K
Shared
0.00
None
0.00
Walmart Inc
SOLEShares394.19K
TypeSH
Market value$34.61M
1.00%
Sole
394.19K
Shared
0.00
None
0.00
Broadcom INC
SOLEShares206.67K
TypeSH
Market value$34.60M
1.00%
Sole
206.67K
Shared
0.00
None
0.00
Ameriprise Financial Inc
SOLEShares70.16K
TypeSH
Market value$33.96M
0.98%
Sole
70.16K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares204.09K
TypeSH
Market value$33.85M
0.98%
Sole
204.09K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Apple IncSOLE | Common / Ordinary Stock | 705.11K | SH | $156.63M 4.53% | 705.11K | 0.00 | 0.00 |
Microsoft CORPSOLE | Common / Ordinary Stock | 387.65K | SH | $145.52M 4.21% | 387.65K | 0.00 | 0.00 |
Vanguard Mid-Cap ETFSOLE | Exchange Traded Fund | 516.86K | SH | $133.67M 3.87% | 516.86K | 0.00 | 0.00 |
NVIDIA CorpSOLE | Common / Ordinary Stock | 1.13M | SH | $122.98M 3.56% | 1.13M | 0.00 | 0.00 |
Amazon.com IncSOLE | Common / Ordinary Stock | 476.83K | SH | $90.72M 2.62% | 476.83K | 0.00 | 0.00 |
Vanguard FTSE Developed Markets ETFSOLE | Exchange Traded Fund | 1.54M | SH | $78.10M 2.26% | 1.54M | 0.00 | 0.00 |
JPMorgan Chase & CoSOLE | Common / Ordinary Stock | 298.53K | SH | $73.23M 2.12% | 298.53K | 0.00 | 0.00 |
Dimensional US Small Cap ETFSOLE | Exchange Traded Fund | 1.16M | SH | $69.23M 2.00% | 1.16M | 0.00 | 0.00 |
Meta Platforms IncSOLE | Common / Ordinary Stock | 99.30K | SH | $57.23M 1.66% | 99.30K | 0.00 | 0.00 |
Alphabet IncSOLE | Common / Ordinary Stock | 365.44K | SH | $56.51M 1.63% | 365.44K | 0.00 | 0.00 |
Visa INCSOLE | Common / Ordinary Stock | 158.88K | SH | $55.68M 1.61% | 158.88K | 0.00 | 0.00 |
Chevron CORPSOLE | Common / Ordinary Stock | 316.34K | SH | $52.92M 1.53% | 316.34K | 0.00 | 0.00 |
Procter & Gamble CO/THESOLE | Common / Ordinary Stock | 293.48K | SH | $50.01M 1.45% | 293.48K | 0.00 | 0.00 |
Berkshire Hathaway IncSOLE | Common / Ordinary Stock | 92.20K | SH | $49.10M 1.42% | 92.20K | 0.00 | 0.00 |
iShares Core S&P Mid-Cap ETFSOLE | Exchange Traded Fund | 827.56K | SH | $48.29M 1.40% | 827.56K | 0.00 | 0.00 |
iShares MSCI EAFE ETFSOLE | Exchange Traded Fund | 550.39K | SH | $44.98M 1.30% | 550.39K | 0.00 | 0.00 |
Home Depot Inc/TheSOLE | Common / Ordinary Stock | 117.06K | SH | $42.90M 1.24% | 117.06K | 0.00 | 0.00 |
McDonald's CORPSOLE | Common / Ordinary Stock | 130.09K | SH | $40.64M 1.18% | 130.09K | 0.00 | 0.00 |
AbbVie INCSOLE | Common / Ordinary Stock | 188.36K | SH | $39.46M 1.14% | 188.36K | 0.00 | 0.00 |
Alphabet IncSOLE | Common / Ordinary Stock | 243.46K | SH | $38.04M 1.10% | 243.46K | 0.00 | 0.00 |
Cisco Systems IncSOLE | Common / Ordinary Stock | 568.08K | SH | $35.06M 1.01% | 568.08K | 0.00 | 0.00 |
Walmart IncSOLE | Common / Ordinary Stock | 394.19K | SH | $34.61M 1.00% | 394.19K | 0.00 | 0.00 |
Broadcom INCSOLE | Common / Ordinary Stock | 206.67K | SH | $34.60M 1.00% | 206.67K | 0.00 | 0.00 |
Ameriprise Financial IncSOLE | Common / Ordinary Stock | 70.16K | SH | $33.96M 0.98% | 70.16K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | Common / Ordinary Stock | 204.09K | SH | $33.85M 0.98% | 204.09K | 0.00 | 0.00 |
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