MassMutual Private Wealth & Trust, FSB

Q2 2025 13F-HR Holdings

Location
Windsor, CT
Holdings as of
6/30/2025
Date filed
7/9/2025
Form type
13F-HR
Num holdings
2,375
Total value ($000)
$3,753,170
Net value change ($000)
+296,016 (8.6%)
New positions
171
Sold out positions
183
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/1/2025 Next filing: 10/22/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
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)
NVDA 52,839 43.0%
MSFT 48,603 33.4%
AVGO 26,415 76.3%
META 17,382 30.4%
AMZN 15,231 16.8%
VO 13,694 10.2%
VEA 12,022 15.4%
JPM 11,103 15.2%
NOW 9,277 65.9%
EFA 8,060 17.9%
Top Reduces (Value $000, Stocks/ETFs)
UNH -12,188 -73.8%
AAPL -10,571 -6.7%
CVX -8,100 -15.3%
CMCSA -7,301 -70.0%
FISV -6,600 -22.9%
ABBV -5,805 -14.7%
NOC -4,773 -33.3%
STZ -4,761 -98.2%
TMO -4,208 -16.3%
BRK-B -4,035 -8.2%
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