Massmutual Trust Co Fsb/Adv Top Holdings and 13F Report (2025)

About Massmutual Trust Co Fsb/Adv

Investment Activity

Massmutual Trust Co Fsb/Adv has $3.56 billion in total holdings as of December 31, 2024.
Massmutual Trust Co Fsb/Adv owns shares of 2,334 different stocks, but just 89 companies or ETFs make up 80% of its holdings.
Approximately 6.24% of the portfolio was purchased this quarter.
About 4.02% of the portfolio was sold this quarter.
This quarter, Massmutual Trust Co Fsb/Adv has purchased 2,164 new stocks and bought additional shares in 1,047 stocks.
Massmutual Trust Co Fsb/Adv sold shares of 548 stocks and completely divested from 126 stocks this quarter.

Largest Holdings

Apple: $183,827,562
Microsoft: $159,035,322
NVIDIA: $152,733,926
Vanguard Mid-Cap ETF: $136,446,124
Amazon.com: $103,831,583

Largest New Holdings this Quarter

Blackrock Inc: $21,353,041 Holding
Monarch Cement: $1,361,999 Holding
iShares ESG Screened S&P Mid-Cap ETF: $958,881 Holding
iShares ESG Aware MSCI EM ETF: $771,877 Holding
Liberty Latin America: $753,495 Holding

Largest Purchases this Quarter

Blackrock Inc: 20,830 shares (about $21.35M)
SPDR S&P 500 ETF Trust: 29,659 shares (about $17.38M)
Schwab Short-Term U.S. Treasury ETF: 454,912 shares (about $10.95M)
Schwab Intermediate-Term U.S. Treasury ETF: 385,964 shares (about $9.38M)
Vanguard S&P 500 ETF: 15,970 shares (about $8.60M)

Largest Sales this Quarter

Johnson & Johnson: 55,601 shares (about $8.04M)
DOW: 144,347 shares (about $5.79M)
iShares MSCI EAFE ETF: 71,535 shares (about $5.41M)
Starbucks: 53,572 shares (about $4.89M)
Vanguard Short-Term Treasury Index ETF: 83,336 shares (about $4.85M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$183,827,562	$3,092,437 ▲	1.7%	734,077	5.2%	Computer and Technology
MSFT Microsoft	$159,035,322	$551,322 ▼	-0.3%	377,308	4.5%	Computer and Technology
NVDA NVIDIA	$152,733,926	$4,182,999 ▼	-2.7%	1,137,344	4.3%	Computer and Technology
VO Vanguard Mid-Cap ETF	$136,446,124	$8,014,232 ▲	6.2%	516,587	3.8%	ETF
AMZN Amazon.com	$103,831,583	$872,075 ▲	0.8%	473,274	2.9%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$75,237,298	$225,567 ▲	0.3%	313,868	2.1%	Finance
DFAS Dimensional U.S. Small Cap ETF	$71,290,129	$4,757,218 ▲	7.2%	1,095,423	2.0%	ETF
VEA Vanguard FTSE Developed Markets ETF	$69,431,245	$4,760,624 ▲	7.4%	1,451,929	1.9%	ETF
GOOGL Alphabet	$68,836,484	$467,003 ▲	0.7%	363,637	1.9%	Computer and Technology
META Meta Platforms	$57,631,749	$538,669 ▼	-0.9%	98,430	1.6%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$53,213,114	$4,174,022 ▼	-7.3%	854,006	1.5%	ETF
V Visa	$50,864,110	$853,940 ▼	-1.7%	160,942	1.4%	Business Services
PG Procter & Gamble	$47,780,753	$837,579 ▼	-1.7%	285,003	1.3%	Consumer Staples
HD Home Depot	$45,521,166	$477,291 ▲	1.1%	117,024	1.3%	Retail/Wholesale
GOOG Alphabet	$45,467,550	$2,230,814 ▲	5.2%	238,750	1.3%	Computer and Technology
CVX Chevron	$44,455,741	$1,705,201 ▼	-3.7%	306,930	1.2%	Oils/Energy
AVGO Broadcom	$43,747,744	$3,290,505 ▲	8.1%	188,698	1.2%	Computer and Technology
EFA iShares MSCI EAFE ETF	$43,200,454	$5,408,761 ▼	-11.1%	571,359	1.2%	Finance
BRK.B Berkshire Hathaway	$41,608,384	$7,129,641 ▲	20.7%	91,794	1.2%	Finance
AMP Ameriprise Financial	$39,285,880	$167,183 ▼	-0.4%	73,786	1.1%	Finance
MCD McDonald's	$37,041,275	$665,877 ▲	1.8%	127,777	1.0%	Retail/Wholesale
WMT Walmart	$35,963,185	$670,397 ▼	-1.8%	398,043	1.0%	Retail/Wholesale
MDY SPDR S&P MidCap 400 ETF Trust	$34,224,353	$569,010 ▼	-1.6%	60,087	1.0%	ETF
ABBV AbbVie	$33,592,230	$539,497 ▼	-1.6%	189,039	0.9%	Medical
CSCO Cisco Systems	$32,771,995	$736,448 ▲	2.3%	553,581	0.9%	Computer and Technology
ADBE Adobe	$31,262,783	$1,258,889 ▼	-3.9%	70,304	0.9%	Computer and Technology
PEP PepsiCo	$31,097,791	$1,991,682 ▼	-6.0%	204,510	0.9%	Consumer Staples
BAC Bank of America	$30,493,565	$396,165 ▼	-1.3%	693,824	0.9%	Finance
IEMG iShares Core MSCI Emerging Markets ETF	$29,645,346	$2,585,778 ▲	9.6%	567,701	0.8%	ETF
VGT Vanguard Information Technology ETF	$28,691,717	$11,814 ▲	0.0%	46,143	0.8%	ETF
RTX RTX	$28,517,690	$661,687 ▲	2.4%	246,437	0.8%	Aerospace
JNJ Johnson & Johnson	$27,868,852	$8,041,016 ▼	-22.4%	192,704	0.8%	Medical
FI Fiserv	$27,848,584	$384,135 ▼	-1.4%	135,569	0.8%	Business Services
VGSH Vanguard Short-Term Treasury Index ETF	$27,150,570	$4,848,489 ▼	-15.2%	466,665	0.8%	ETF
IJR iShares Core S&P Small-Cap ETF	$26,482,741	$137,112 ▼	-0.5%	229,845	0.7%	ETF
CB Chubb	$26,373,111	$768,667 ▲	3.0%	95,451	0.7%	Finance
UNH UnitedHealth Group	$25,574,764	$623,725 ▲	2.5%	50,557	0.7%	Medical
ORLY O'Reilly Automotive	$25,519,602	$136,367 ▲	0.5%	21,521	0.7%	Retail/Wholesale
VNQ Vanguard Real Estate ETF	$24,944,182	$1,928,048 ▲	8.4%	280,020	0.7%	ETF
TMO Thermo Fisher Scientific	$24,935,144	$1,828,088 ▼	-6.8%	47,931	0.7%	Medical
SYK Stryker	$24,354,142	$545,836 ▼	-2.2%	67,641	0.7%	Medical
IEFA iShares Core MSCI EAFE ETF	$23,166,818	$3,981,362 ▲	20.8%	329,636	0.6%	ETF
DHR Danaher	$23,165,038	$43,155 ▼	-0.2%	100,915	0.6%	Multi-Sector Conglomerates
HON Honeywell International	$23,118,712	$1,017,409 ▼	-4.2%	102,345	0.6%	Multi-Sector Conglomerates
SPY SPDR S&P 500 ETF Trust	$22,485,545	$17,382,547 ▲	340.6%	38,366	0.6%	Finance
ECL Ecolab	$21,707,170	$721,706 ▲	3.4%	92,639	0.6%	Basic Materials
Blackrock Inc	$21,353,041	$21,353,041 ▲	New Holding	20,830	0.6%	Common / Ordinary Stock
CAT Caterpillar	$20,631,975	$203,508 ▲	1.0%	56,875	0.6%	Industrial Products
SCHO Schwab Short-Term U.S. Treasury ETF	$19,830,372	$10,945,183 ▲	123.2%	824,205	0.6%	ETF
ACN Accenture	$19,509,218	$785,547 ▼	-3.9%	55,457	0.5%	Computer and Technology
BKNG Booking	$19,506,017	$491,874 ▲	2.6%	3,926	0.5%	Retail/Wholesale
NEE NextEra Energy	$18,155,062	$268,837 ▼	-1.5%	253,244	0.5%	Utilities
VZ Verizon Communications	$17,983,423	$317,161 ▼	-1.7%	449,698	0.5%	Computer and Technology
ROP Roper Technologies	$17,631,233	$299,434 ▲	1.7%	33,916	0.5%	Computer and Technology
SCHR Schwab Intermediate-Term U.S. Treasury ETF	$16,957,311	$9,375,066 ▲	123.6%	698,119	0.5%	ETF
TSLA Tesla	$16,791,263	$2,554,288 ▼	-13.2%	41,579	0.5%	Auto/Tires/Trucks
IVV iShares Core S&P 500 ETF	$16,735,584	$75,351 ▲	0.5%	28,429	0.5%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$16,041,274	$345,272 ▲	2.2%	205,631	0.5%	ETF
LECO Lincoln Electric	$15,739,231	$353,943 ▲	2.3%	83,956	0.4%	Industrial Products
CMCSA Comcast	$15,638,488	$2,477,055 ▲	18.8%	416,693	0.4%	Consumer Discretionary
RMD ResMed	$15,230,068	$234,865 ▲	1.6%	66,597	0.4%	Medical
XOM Exxon Mobil	$14,934,266	$612,396 ▲	4.3%	138,833	0.4%	Oils/Energy
AOS A. O. Smith	$14,545,919	$128,985 ▲	0.9%	213,252	0.4%	Industrial Products
COST Costco Wholesale	$14,356,118	$993,237 ▲	7.4%	15,668	0.4%	Retail/Wholesale
VWO Vanguard FTSE Emerging Markets ETF	$14,137,016	$1,964,404 ▼	-12.2%	321,004	0.4%	ETF
LHX L3Harris Technologies	$13,347,523	$189,042 ▼	-1.4%	63,475	0.4%	Aerospace
KMX CarMax	$12,754,396	$55,924 ▼	-0.4%	155,998	0.4%	Retail/Wholesale
NOC Northrop Grumman	$12,744,039	$243,562 ▲	1.9%	27,156	0.4%	Aerospace
MRK Merck & Co., Inc.	$12,460,168	$1,187,990 ▼	-8.7%	125,253	0.3%	Medical
VFH Vanguard Financials ETF	$12,391,210	$55,493 ▼	-0.4%	104,948	0.3%	ETF
UNP Union Pacific	$12,279,954	$2,102,073 ▲	20.7%	53,850	0.3%	Transportation
NOW ServiceNow	$12,209,402	$874,599 ▲	7.7%	11,517	0.3%	Computer and Technology
DIS Walt Disney	$11,955,650	$788,135 ▼	-6.2%	107,370	0.3%	Consumer Discretionary
STZ Constellation Brands	$11,665,927	$43,758 ▲	0.4%	52,787	0.3%	Consumer Staples
LMT Lockheed Martin	$11,349,615	$276,014 ▼	-2.4%	23,356	0.3%	Aerospace
VOO Vanguard S&P 500 ETF	$11,154,445	$8,604,796 ▲	337.5%	20,702	0.3%	ETF
WM Waste Management	$10,979,192	$478,646 ▼	-4.2%	54,409	0.3%	Business Services
GS The Goldman Sachs Group	$10,886,079	$3,748,371 ▲	52.5%	19,011	0.3%	Finance
ETR Entergy	$10,710,940	$4,667,555 ▲	77.2%	141,268	0.3%	Utilities
KO Coca-Cola	$10,534,703	$310,926 ▼	-2.9%	169,205	0.3%	Consumer Staples
VGIT Vanguard Intermediate-Term Treasury Index ETF	$10,510,702	$1,974,842 ▼	-15.8%	181,219	0.3%	ETF
VCR Vanguard Consumer Discretionary ETF	$10,388,642	$227,480 ▼	-2.1%	27,675	0.3%	ETF
CRM Salesforce	$10,337,149	$928,434 ▲	9.9%	30,919	0.3%	Computer and Technology
VBK Vanguard Small-Cap Growth ETF	$10,215,749	$403,566 ▼	-3.8%	36,477	0.3%	ETF
MS Morgan Stanley	$10,010,329	$3,291,601 ▲	49.0%	79,624	0.3%	Finance
VHT Vanguard Health Care ETF	$9,903,550	$48,201 ▲	0.5%	39,038	0.3%	ETF
ETN Eaton	$9,871,141	$2,342,007 ▲	31.1%	29,744	0.3%	Industrial Products
VOE Vanguard Mid-Cap Value ETF	$9,611,403	$1,232,687 ▲	14.7%	59,414	0.3%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$9,490,322	$100,337 ▼	-1.0%	118,230	0.3%	ETF
VOT Vanguard Mid-Cap Growth ETF	$9,113,685	$200,970 ▼	-2.2%	35,916	0.3%	ETF
BBUS JP Morgan BetaBuilders U.S. Equity ETF	$8,828,008	$562,753 ▼	-6.0%	83,346	0.2%	ETF
XYL Xylem	$8,791,996	$1,125,162 ▼	-11.3%	75,780	0.2%	Business Services
MMIT NYLI MacKay Shields Municipal Intermediate ETF	$8,708,595	$3,562,244 ▲	69.2%	362,707	0.2%	ETF
PAYX Paychex	$8,670,784	$250,713 ▼	-2.8%	61,837	0.2%	Business Services
QCOM QUALCOMM	$8,607,636	$4,921,831 ▲	133.5%	56,032	0.2%	Computer and Technology
MSI Motorola Solutions	$8,580,838	$138,207 ▼	-1.6%	18,564	0.2%	Computer and Technology
VMBS Vanguard Mortgage-Backed Securities ETF	$8,292,958	$20,267 ▲	0.2%	182,906	0.2%	ETF
VIS Vanguard Industrials ETF	$8,279,139	$140,678 ▼	-1.7%	32,545	0.2%	ETF
PRU Prudential Financial	$8,024,125	$109,048 ▼	-1.3%	67,697	0.2%	Finance
VOX Vanguard Communication Services ETF	$7,904,974	$252,120 ▼	-3.1%	51,013	0.2%	ETF

Showing largest 100 holdings. View all holdings.

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Massmutual Trust Co Fsb/Adv Top Holdings and 13F Report (2025)

About Massmutual Trust Co Fsb/Adv

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Massmutual Trust Co Fsb/Adv Top Holdings and 13F Report (2025)

About Massmutual Trust Co Fsb/Adv

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMassmutual Trust Co Fsb/Adv

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools