MassMutual Private Wealth & Trust, FSB

Q4 2024 13F-HR Holdings

Location
Windsor, CT
Holdings as of
12/31/2024
Date filed
1/16/2025
Form type
13F-HR
Num holdings
2,334
Total value ($000)
$3,564,459
Net value change ($000)
+53,325 (1.5%)
New positions
266
Sold out positions
97
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/2/2024 Next filing: 4/1/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
BLK 21,353 NEW
SPY 17,490 350.1%
AMZN 16,386 18.7%
AAPL 15,665 9.3%
AVGO 13,646 45.3%
NVDA 10,832 7.6%
JPM 9,253 14.0%
GOOGL 8,936 14.9%
VOO 8,657 346.7%
VO 8,160 6.4%
Top Reduces (Value $000, Stocks/ETFs)
BLK -21,702 -100.0%
JNJ -12,371 -30.7%
EFA -10,565 -19.7%
DOW -9,264 -70.8%
TMO -6,887 -21.6%
ADBE -6,605 -17.4%
PEP -5,906 -16.0%
SBUX -5,593 -50.8%
VGSH -5,310 -16.4%
DHR -4,944 -17.6%
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