MassMutual Private Wealth & Trust, FSB

Q1 2025 13F-HR Holdings

Location
Windsor, CT
Holdings as of
3/31/2025
Date filed
4/1/2025
Form type
13F-HR
Num holdings
2,387
Total value ($000)
$3,457,154
Net value change ($000)
-107,305 (-3.0%)
New positions
239
Sold out positions
186
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/16/2025 Next filing: 7/9/2025 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)
AVEM 15,080 NEW
VEA 8,664 12.5%
CVX 8,464 19.0%
BRK-B 7,494 18.0%
JNJ 5,977 21.4%
ABBV 5,873 17.5%
VRTX 5,736 228.2%
ORLY 5,342 20.9%
CSL 5,214 226.0%
GD 4,931 154.5%
Top Reduces (Value $000, Stocks/ETFs)
NVDA -29,751 -19.5%
AAPL -27,201 -14.8%
IEMG -19,874 -67.0%
SPY -16,009 -71.2%
MSFT -13,514 -8.5%
AMZN -13,111 -12.6%
GOOGL -12,325 -17.9%
AVGO -9,145 -20.9%
UNH -9,055 -35.4%
GOOGL -7,432 -16.3%
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