MML INVESTORS SERVICES, LLC

Q1 2025 13F-HR Holdings

Location
Springfield, MA
Holdings as of
3/31/2025
Date filed
5/14/2025
Form type
13F-HR
Num holdings
2,683
Total value ($000)
$30,031,493
Net value change ($000)
+1,054,458 (3.6%)
New positions
178
Sold out positions
153
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2025 Next filing: 8/14/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVE 78,923 55.2%
OEF 64,093 356.9%
TLH 62,868 167.0%
IEMG 54,818 46.9%
HEFA 44,707 102.1%
IAU 43,436 91.3%
VEA 43,178 12.5%
JPEF 40,753 177.8%
iSHARES TRUST 36,890 144.4%
QUAL 36,531 6.7%
Top Reduces (Value $000, Stocks/ETFs)
EFG -80,259 -39.4%
NVDA -70,487 -16.1%
AAPL -49,139 -8.4%
VUG -43,989 -14.0%
TSLA -42,779 -32.7%
AMZN -40,456 -9.5%
IWY -37,082 -26.8%
QQQ -33,704 -7.3%
GOOGL -31,946 -13.5%
FBND -27,090 -33.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type