Massmutual Private Wealth & Trust, Fsb

Investment Portfolio & 13F Holdings Analysis

About

MassMutual Private Wealth & Trust, FSB is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 2387 holdings worth $3.5 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-01
Total Holdings: 2,387
Total Value: 3457154069
Accession Number: 0000950123-25-003277
Form Type: 13F-HR
CIK: 0001103653
Manager Name: Massmutual Private Wealth & Trust, Fsb

Data Enrichment

90% identified

2,150 identified237 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

2,387 positions • $3,457,154.069K total value

2,387 positions

Manager:

SEC FilingSEC DataHachi Filing

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Apple Inc.

AAPL|037833100

705114(-3.9%)

Value:

$156.6B(-14.8%)

MICROSOFT CORP

MSFT|594918104

387654(+2.7%)

Value:

$145.5B(-8.5%)

922908629

VO|922908629

516860(+0.1%)

Value:

$133.7B(-2.0%)

NVIDIA CORP

NVDA|67066G104

1134741(-0.2%)

Value:

$123.0B(-19.5%)

AMAZON COM INC

AMZN|023135106

476826(+0.8%)

Value:

$90.7B(-12.6%)

921943858

VEA|921943858

1536401(+5.8%)

Value:

$78.1B(+12.5%)

JPMORGAN CHASE & CO

JPM|46625H100

298529(-4.9%)

Value:

$73.2B(-2.7%)

25434V500

1158703(+5.8%)

Value:

$69.2B(-2.9%)

Meta Platforms, Inc.

META|30303M102

99296(+0.9%)

Value:

$57.2B(-0.7%)

Alphabet Inc.

GOOGL|02079K305

365438(+0.5%)

Value:

$56.5B(-17.9%)

VISA INC.

V|92826C839

158884(-1.3%)

Value:

$55.7B(+9.5%)

CHEVRON CORP

CVX|166764100

316338(+3.1%)

Value:

$52.9B(+19.0%)

PROCTER & GAMBLE Co

PG|742718109

293480(+3.0%)

Value:

$50.0B(+4.7%)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

92197(+0.4%)

Value:

$49.1B(+18.0%)

464287507

IJH|464287507

827556(-3.1%)

Value:

$48.3B(-9.3%)

464287465

EFA|464287465

550387(-3.7%)

Value:

$45.0B(+4.1%)

HOME DEPOT, INC.

HD|437076102

117062(+0.0%)

Value:

$42.9B(-5.8%)

MCDONALDS CORP

MCD|580135101

130092(+1.8%)

Value:

$40.6B(+9.7%)

AbbVie Inc.

ABBV|00287Y109

188357(-0.4%)

Value:

$39.5B(+17.5%)

Alphabet Inc.

GOOG|02079K107

243464(+2.0%)

Value:

$38.0B(-16.3%)

Instrument	Shares		Other Manager	Value
Apple Inc.(AAPLcusip037833100)	705.1K	QoQ -3.94% (-29.0K) YoY -1.19% (-8.6K)	All Managers (Combined)	$156.6M	QoQ -14.79% (-$27.2M) YoY +27.98% (-$34.2M)
Microsoft Corp(MSFTcusip594918104)	387.7K	QoQ +2.74% (-10.3K) YoY +2.15% (-8.2K)	All Managers (Combined)	$145.5M	QoQ -8.49% (-$13.5M) YoY -8.85% (-$14.1M)
(VOcusip922908629)	516.9K	QoQ +0.05% (-273) YoY +10.43% (+48.9K)	All Managers (Combined)	$133.7M	QoQ -2.03% (-$2.8M) YoY +14.31% (+$16.7M)
Nvidia Corp(NVDAcusip67066G104)	1.1M	QoQ -0.22% (-2.6K) YoY +852.31% (+1.0M)	All Managers (Combined)	$123.0M	QoQ -19.47% (-$29.8M) YoY +14.22% (+$15.3M)
Amazon Com Inc(AMZNcusip023135106)	476.8K	QoQ +0.75% (-3.6K) YoY +8.19% (+36.1K)	All Managers (Combined)	$90.7M	QoQ -12.62% (-$13.1M) YoY +14.11% (+$11.2M)
(VEAcusip921943858)	1.5M	QoQ +5.81% (+84.5K) YoY +18.75% (+242.7K)	All Managers (Combined)	$78.1M	QoQ +12.47% (+$8.7M) YoY +20.32% (+$13.2M)
Jpmorgan Chase & Co(JPMcusip46625H100)	298.5K	QoQ -4.88% (-15.3K) YoY -4.60% (-14.4K)	All Managers (Combined)	$73.2M	QoQ -2.66% (-$2.0M) YoY +16.82% (-$10.5M)
(cusip25434V500)✕	1.2M	QoQ +5.77% (-63.3K) YoY +20.11% (+194.0K)	All Managers (Combined)	$69.2M	QoQ -2.88% (-$2.1M) YoY +15.12% (+$9.1M)
Meta Platforms, Inc.(METAcusip30303M102)	99.3K	QoQ +0.87% (-866) YoY +0.71% (+705)	All Managers (Combined)	$57.2M	QoQ -0.69% (-$401.5K) YoY +19.54% (+$9.4M)
Alphabet Inc.(GOOGLcusip02079K305)	365.4K	QoQ +0.49% (-1.8K) YoY -5.77% (-22.4K)	All Managers (Combined)	$56.5M	QoQ -17.90% (-$12.3M) YoY -3.45% (-$2.0M)
Visa Inc.(Vcusip92826C839)	158.9K	QoQ -1.27% (-2.1K) YoY -2.08% (-3.4K)	All Managers (Combined)	$55.7M	QoQ +9.47% (-$4.8M) YoY +22.95% (-$10.4M)
Chevron Corp(CVXcusip166764100)	316.3K	QoQ +3.06% (+9.4K) YoY +2.45% (+7.6K)	All Managers (Combined)	$52.9M	QoQ +19.04% (+$8.5M) YoY +8.66% (+$4.2M)
Procter & Gamble Co(PGcusip742718109)	293.5K	QoQ +2.97% (+8.5K) YoY +1.93% (+5.6K)	All Managers (Combined)	$50.0M	QoQ +4.67% (+$2.2M) YoY +7.06% (+$3.3M)
Berkshire Hathaway Inc(BRK-Bcusip084670702)	92.2K	QoQ +0.43% (+403) YoY +24.55% (+18.2K)	All Managers (Combined)	$49.1M	QoQ +18.01% (+$7.5M) YoY +57.74% (+$18.0M)
(IJHcusip464287507)	827.6K	QoQ -3.09% (-26.4K) YoY -22.93% (-246.3K)	All Managers (Combined)	$48.3M	QoQ -9.25% (-$4.9M) YoY -25.96% (-$16.9M)
(EFAcusip464287465)	550.4K	QoQ -3.67% (-21.0K) YoY -28.81% (-222.8K)	All Managers (Combined)	$45.0M	QoQ +4.12% (-$1.8M) YoY -27.15% (-$16.8M)
Home Depot, Inc.(HDcusip437076102)	117.1K	QoQ +0.03% (-38) YoY +2.55% (-2.9K)	All Managers (Combined)	$42.9M	QoQ -5.75% (-$2.6M) YoY -2.01% (-$884.3K)
Mcdonalds Corp(MCDcusip580135101)	130.1K	QoQ +1.81% (+2.3K) YoY +10.27% (+12.1K)	All Managers (Combined)	$40.6M	QoQ +9.70% (+$3.6M) YoY +22.17% (+$7.4M)
Abbvie Inc.(ABBVcusip00287Y109)	188.4K	QoQ -0.36% (-682) YoY -2.09% (-4.0K)	All Managers (Combined)	$39.5M	QoQ +17.48% (-$5.9M) YoY +12.65% (-$4.4M)
Alphabet Inc.(GOOGcusip02079K107)	243.5K	QoQ +1.97% (-4.7K) YoY +14.31% (+30.5K)	All Managers (Combined)	$38.0M	QoQ -16.34% (-$7.4M) YoY +17.29% (+$5.6M)