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 $3.46 billion in total holdings as of March 31, 2025.
Massmutual Trust Co Fsb/Adv owns shares of 2,387 different stocks, but just 92 companies or ETFs make up 80% of its holdings.
Approximately 4.32% of the portfolio was purchased this quarter.
About 4.30% of the portfolio was sold this quarter.
This quarter, Massmutual Trust Co Fsb/Adv has purchased 2,334 new stocks and bought additional shares in 1,230 stocks.
Massmutual Trust Co Fsb/Adv sold shares of 554 stocks and completely divested from 217 stocks this quarter.

Largest Holdings

Apple: $156,626,973
Microsoft: $145,521,435
Vanguard Mid-Cap ETF: $133,670,333
NVIDIA: $122,983,230
Amazon.com: $90,720,915

Largest New Holdings this Quarter

025072604 - Avantis Emerging Markets Equity ETF: $15,079,805 Holding
922020805 - Vanguard Short-Term Inflation-Protected Securities ETF: $507,184 Holding
33740U406 - FT Vest U.S. Equity Deep Buffer ETF - December: $100,394 Holding
233051200 - Xtrackers MSCI EAFE Hedged Equity ETF: $73,437 Holding
00039J855 - AB Core Plus Bond ETF: $68,271 Holding

Largest Purchases this Quarter

Avantis Emerging Markets Equity ETF: 250,620 shares (about $15.08M)
Carlisle Companies: 15,832 shares (about $5.39M)
Vertex Pharmaceuticals: 10,774 shares (about $5.22M)
ServiceNow: 6,164 shares (about $4.91M)
General Dynamics: 17,683 shares (about $4.82M)

Largest Sales this Quarter

iShares Core MSCI Emerging Markets ETF: 386,659 shares (about $20.87M)
SPDR S&P 500 ETF Trust: 26,787 shares (about $14.98M)
UnitedHealth Group: 19,015 shares (about $9.96M)
Vanguard S&P 500 ETF: 12,623 shares (about $6.49M)
Apple: 28,963 shares (about $6.43M)

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	$156,626,973	$6,433,551 ▼	-3.9%	705,114	4.5%	Computer and Technology
MSFT Microsoft	$145,521,435	$3,883,785 ▲	2.7%	387,654	4.2%	Computer and Technology
VO Vanguard Mid-Cap ETF	$133,670,333	$70,603 ▲	0.1%	516,860	3.9%	ETF
NVDA NVIDIA	$122,983,230	$282,113 ▼	-0.2%	1,134,741	3.6%	Computer and Technology
AMZN Amazon.com	$90,720,915	$675,804 ▲	0.8%	476,826	2.6%	Retail/Wholesale
VEA Vanguard FTSE Developed Markets ETF	$78,095,263	$4,293,712 ▲	5.8%	1,536,401	2.3%	ETF
JPM JPMorgan Chase & Co.	$73,229,164	$3,762,657 ▼	-4.9%	298,529	2.1%	Finance
DFAS Dimensional U.S. Small Cap ETF	$69,232,504	$3,780,980 ▲	5.8%	1,158,703	2.0%	ETF
META Meta Platforms	$57,230,243	$499,128 ▲	0.9%	99,296	1.7%	Computer and Technology
GOOGL Alphabet	$56,511,332	$278,507 ▲	0.5%	365,438	1.6%	Computer and Technology
V Visa	$55,682,487	$721,247 ▼	-1.3%	158,884	1.6%	Business Services
CVX Chevron	$52,920,184	$1,573,864 ▲	3.1%	316,338	1.5%	Energy
PG Procter & Gamble	$50,014,862	$1,444,650 ▲	3.0%	293,480	1.4%	Consumer Staples
BRK.B Berkshire Hathaway	$49,102,278	$214,630 ▲	0.4%	92,197	1.4%	Finance
IJH iShares Core S&P Mid-Cap ETF	$48,287,893	$1,543,358 ▼	-3.1%	827,556	1.4%	ETF
EFA iShares MSCI EAFE ETF	$44,983,130	$1,714,042 ▼	-3.7%	550,387	1.3%	Finance
HD Home Depot	$42,902,052	$13,927 ▲	0.0%	117,062	1.2%	Retail/Wholesale
MCD McDonald's	$40,636,838	$723,137 ▲	1.8%	130,092	1.2%	Retail/Wholesale
ABBV AbbVie	$39,464,559	$142,893 ▼	-0.4%	188,357	1.1%	Medical
GOOG Alphabet	$38,036,381	$736,468 ▲	2.0%	243,464	1.1%	Computer and Technology
CSCO Cisco Systems	$35,055,970	$894,486 ▲	2.6%	568,076	1.0%	Computer and Technology
WMT Walmart	$34,605,677	$338,518 ▼	-1.0%	394,187	1.0%	Retail/Wholesale
AVGO Broadcom	$34,602,926	$3,009,219 ▲	9.5%	206,671	1.0%	Computer and Technology
AMP Ameriprise Financial	$33,964,189	$1,756,351 ▼	-4.9%	70,158	1.0%	Finance
JNJ Johnson & Johnson	$33,846,286	$1,888,254 ▲	5.9%	204,090	1.0%	Medical
RTX RTX	$33,441,249	$798,204 ▲	2.4%	252,463	1.0%	Aerospace
PEP PepsiCo	$32,684,671	$2,020,442 ▲	6.6%	217,985	0.9%	Consumer Staples
MDY SPDR S&P MidCap 400 ETF Trust	$32,143,237	$88,024 ▲	0.3%	60,252	0.9%	ETF
ORLY O'Reilly Automotive	$30,862,071	$31,517 ▲	0.1%	21,543	0.9%	Retail/Wholesale
CB Chubb	$29,990,929	$1,165,681 ▲	4.0%	99,311	0.9%	Finance
BAC Bank of America	$29,379,130	$425,855 ▲	1.5%	704,029	0.8%	Finance
FI Fiserv	$28,817,432	$1,120,271 ▼	-3.7%	130,496	0.8%	Business Services
IJR iShares Core S&P Small-Cap ETF	$27,982,723	$3,947,831 ▲	16.4%	267,598	0.8%	ETF
ADBE Adobe	$27,614,927	$651,234 ▲	2.4%	72,002	0.8%	Computer and Technology
VNQ Vanguard Real Estate ETF	$26,830,171	$1,477,160 ▲	5.8%	296,335	0.8%	ETF
IEFA iShares Core MSCI EAFE ETF	$26,686,370	$1,749,406 ▲	7.0%	352,761	0.8%	ETF
VGSH Vanguard Short-Term Treasury Index ETF	$26,253,093	$1,135,475 ▼	-4.1%	447,318	0.8%	ETF
VGT Vanguard Information Technology ETF	$26,166,038	$1,138,998 ▲	4.6%	48,243	0.8%	ETF
SYK Stryker	$25,794,692	$615,329 ▲	2.4%	69,294	0.7%	Medical
TMO Thermo Fisher Scientific	$25,755,776	$1,905,310 ▲	8.0%	51,760	0.7%	Medical
ECL Ecolab	$24,347,554	$861,714 ▲	3.7%	96,038	0.7%	Basic Materials
DHR Danaher	$22,387,640	$1,700,065 ▲	8.2%	109,208	0.6%	Medical
VZ Verizon Communications	$21,276,607	$878,306 ▲	4.3%	469,061	0.6%	Computer and Technology
HON Honeywell International	$20,824,766	$846,788 ▼	-3.9%	98,346	0.6%	Multi-Sector Conglomerates
ROP Roper Technologies	$20,536,840	$540,645 ▲	2.7%	34,833	0.6%	Computer and Technology
NEE NextEra Energy	$20,286,024	$2,333,557 ▲	13.0%	286,162	0.6%	Utilities
SCHO Schwab Short-Term U.S. Treasury ETF	$20,236,909	$175,759 ▲	0.9%	831,426	0.6%	ETF
CAT Caterpillar	$18,969,107	$211,732 ▲	1.1%	57,517	0.5%	Industrials
Blackrock Inc	$18,933,386	$781,792 ▼	-4.0%	20,004	0.5%	Common / Ordinary Stock
ACN Accenture	$17,873,027	$568,225 ▲	3.3%	57,278	0.5%	Computer and Technology
SCHR Schwab Intermediate-Term U.S. Treasury ETF	$17,669,842	$314,603 ▲	1.8%	710,774	0.5%	ETF
XOM Exxon Mobil	$17,489,132	$977,724 ▲	5.9%	147,054	0.5%	Energy
BKNG Booking	$17,404,906	$681,823 ▼	-3.8%	3,778	0.5%	Retail/Wholesale
LECO Lincoln Electric	$16,894,636	$1,013,519 ▲	6.4%	89,314	0.5%	Industrials
VCSH Vanguard Short-Term Corporate Bond ETF	$16,880,293	$647,782 ▲	4.0%	213,837	0.5%	ETF
UNH UnitedHealth Group	$16,520,123	$9,959,107 ▼	-37.6%	31,542	0.5%	Medical
RMD ResMed	$15,387,225	$479,487 ▲	3.2%	68,739	0.4%	Medical
AVEM Avantis Emerging Markets Equity ETF	$15,079,805	$15,079,805 ▲	New Holding	250,620	0.4%	ETF
AOS A. O. Smith	$14,860,642	$922,491 ▲	6.6%	227,366	0.4%	Industrials
COST Costco Wholesale	$14,764,572	$53,909 ▼	-0.4%	15,611	0.4%	Retail/Wholesale
IVV iShares Core S&P 500 ETF	$14,632,438	$1,341,817 ▼	-8.4%	26,041	0.4%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$14,480,665	$47,976 ▼	-0.3%	319,944	0.4%	ETF
NOC Northrop Grumman	$14,327,064	$422,920 ▲	3.0%	27,982	0.4%	Aerospace
LHX L3Harris Technologies	$14,085,307	$799,355 ▲	6.0%	67,294	0.4%	Aerospace
NOW ServiceNow	$14,076,551	$4,907,407 ▲	53.5%	17,681	0.4%	Computer and Technology
MRK Merck & Co., Inc.	$13,761,734	$2,519,025 ▲	22.4%	153,317	0.4%	Medical
UNP Union Pacific	$13,173,451	$451,927 ▲	3.6%	55,763	0.4%	Transportation
VFH Vanguard Financials ETF	$13,012,672	$474,535 ▲	3.8%	108,920	0.4%	ETF
KMX CarMax	$12,805,840	$650,476 ▲	5.4%	164,346	0.4%	Retail/Wholesale
WM Waste Management	$12,227,201	$369,027 ▼	-2.9%	52,815	0.4%	Business Services
KO Coca-Cola	$12,008,812	$109,650 ▼	-0.9%	167,674	0.3%	Consumer Staples
XYL Xylem	$11,059,726	$2,007,047 ▲	22.2%	92,581	0.3%	Business Services
TSLA Tesla	$10,765,766	$9,848 ▼	-0.1%	41,541	0.3%	Auto/Tires/Trucks
VHT Vanguard Health Care ETF	$10,739,302	$404,772 ▲	3.9%	40,567	0.3%	ETF
GDX VanEck Gold Miners ETF	$10,727,375	$530,953 ▲	5.2%	233,356	0.3%	ETF
ETN Eaton	$10,698,957	$2,613,645 ▲	32.3%	39,359	0.3%	Industrials
VOE Vanguard Mid-Cap Value ETF	$10,513,122	$974,799 ▲	10.2%	65,486	0.3%	ETF
LMT Lockheed Martin	$10,438,273	$4,914 ▲	0.0%	23,367	0.3%	Aerospace
CMCSA Comcast	$10,428,161	$4,947,810 ▼	-32.2%	282,606	0.3%	Consumer Discretionary
GS The Goldman Sachs Group	$10,381,695	$3,824 ▼	0.0%	19,004	0.3%	Finance
VGIT Vanguard Intermediate-Term Treasury Index ETF	$10,242,520	$521,888 ▼	-4.8%	172,433	0.3%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$10,213,132	$546,647 ▲	5.7%	124,916	0.3%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$9,770,837	$20,867,987 ▼	-68.1%	181,042	0.3%	ETF
ETR Entergy	$9,728,591	$2,348,410 ▼	-19.4%	113,798	0.3%	Utilities
QCOM QUALCOMM	$9,565,448	$958,373 ▲	11.1%	62,271	0.3%	Computer and Technology
VCR Vanguard Consumer Discretionary ETF	$9,426,770	$418,280 ▲	4.6%	28,960	0.3%	ETF
MS Morgan Stanley	$9,394,385	$104,653 ▲	1.1%	80,521	0.3%	Finance
PAYX Paychex	$9,204,345	$335,868 ▼	-3.5%	59,660	0.3%	Business Services
MDT Medtronic	$9,028,054	$410,031 ▲	4.8%	100,468	0.3%	Medical
VMBS Vanguard Mortgage-Backed Securities ETF	$8,921,483	$451,106 ▲	5.3%	192,647	0.3%	ETF
CRM Salesforce	$8,804,087	$506,664 ▲	6.1%	32,807	0.3%	Computer and Technology
BBUS JP Morgan BetaBuilders U.S. Equity ETF	$8,743,430	$334,652 ▲	4.0%	86,663	0.3%	ETF
VBK Vanguard Small-Cap Growth ETF	$8,704,696	$479,118 ▼	-5.2%	34,574	0.3%	ETF
ABT Abbott Laboratories	$8,502,069	$5,306 ▲	0.1%	64,094	0.2%	Medical
VOT Vanguard Mid-Cap Growth ETF	$8,416,595	$369,896 ▼	-4.2%	34,404	0.2%	ETF
VIS Vanguard Industrials ETF	$8,257,525	$201,011 ▲	2.5%	33,357	0.2%	ETF
VRTX Vertex Pharmaceuticals	$8,249,697	$5,223,451 ▲	172.6%	17,016	0.2%	Medical
GD General Dynamics	$8,122,611	$4,820,032 ▲	145.9%	29,799	0.2%	Aerospace
MSI Motorola Solutions	$7,912,102	$215,403 ▼	-2.7%	18,072	0.2%	Computer and Technology
DOW DOW	$7,895,272	$4,575,358 ▲	137.8%	226,096	0.2%	Basic Materials

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

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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