MassMutual Private Wealth & Trust, FSB
2,438 holdingsFiling period: 2026-03-31Current AUM: $4.11Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corp | 985.4K | $171.8M | $197.8M | 4.81% | -57,623 | 2026-03-31 |
| 2 | AAPL | Apple Inc | 671.0K | $170.3M | $207.3M | 5.04% | -14,946 | 2026-03-31 |
| 3 | VO | Vanguard Mid-Cap ETF | 514.4K | $147.7M | $166.6M | 4.05% | -6,855 | 2026-03-31 |
| 4 | MSFT | Microsoft Corp | 369.1K | $136.6M | $171.5M | 4.17% | -3,012 | 2026-03-31 |
| 5 | VEA | Vanguard FTSE Developed Markets ETF | 1.55M | $99.6M | $109.8M | 2.67% | -9,903 | 2026-03-31 |
| 6 | AMZN | Amazon.com Inc | 446.9K | $93.1M | $121.4M | 2.95% | -9,455 | 2026-03-31 |
| 7 | GOOGL | Alphabet Inc | 304.5K | $87.6M | $108.4M | 2.64% | -18,839 | 2026-03-31 |
| 8 | JPM | JPMorgan Chase & Co | 257.9K | $75.9M | $90.7M | 2.21% | -8,307 | 2026-03-31 |
| 9 | AVGO | Broadcom INC | 215.4K | $66.7M | $83.9M | 2.04% | -1,780 | 2026-03-31 |
| 10 | GOOG | Alphabet Inc | 220.8K | $63.4M | $78.8M | 1.92% | -11,908 | 2026-03-31 |
| 11 | CVX | Chevron Corp | 285.6K | $59.1M | $56.2M | 1.37% | -5,773 | 2026-03-31 |
| 12 | EFA | iShares MSCI EAFE ETF | 607.2K | $59.0M | $64.1M | 1.56% | +39.2K | 2026-03-31 |
| 13 | META | Meta Platforms Inc | 99.4K | $56.9M | $55.3M | 1.35% | -510 | 2026-03-31 |
| 14 | DFAS | Dimensional US Small Cap ETF | 735.4K | $52.3M | $59.6M | 1.45% | -25,050 | 2026-03-31 |
| 15 | IJH | iShares Core S&P Mid-Cap ETF | 708.9K | $47.9M | $53.4M | 1.30% | -24,430 | 2026-03-31 |
| 16 | JNJ | Johnson & Johnson | 185.3K | $45.3M | $47.5M | 1.16% | -10,606 | 2026-03-31 |
| 17 | V | Visa Inc | 148.2K | $44.8M | $54.3M | 1.32% | -1,284 | 2026-03-31 |
| 18 | WMT | Walmart Inc | 355.4K | $44.2M | $39.5M | 0.96% | -21,782 | 2026-03-31 |
| 19 | BRK-B | Berkshire Hathaway Inc | 90.4K | $43.3M | $43.3M | 1.05% | -1,225 | 2026-03-31 |
| 20 | RTX | RTX Corp | 218.4K | $42.1M | $47.0M | 1.14% | -18,751 | 2026-03-31 |
| 21 | CSCO | Cisco Systems Inc | 529.5K | $41.1M | $61.4M | 1.49% | -12,339 | 2026-03-31 |
| 22 | MCD | McDonald's CORP | 125.4K | $39.0M | $33.9M | 0.83% | -1,874 | 2026-03-31 |
| 23 | HD | Home Depot Inc/The | 118.3K | $38.9M | $39.3M | 0.96% | +902 | 2026-03-31 |
| 24 | PG | Procter & Gamble CO/THE | 263.2K | $38.0M | $38.0M | 0.93% | +4.9K | 2026-03-31 |
| 25 | ABBV | AbbVie INC | 168.2K | $36.6M | $42.2M | 1.03% | -3,394 | 2026-03-31 |
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