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Mml Investors Services, LLC Top Holdings and 13F Report (2025)

About Mml Investors Services, LLC

Investment Activity

  • Mml Investors Services, LLC has $28.98 million in total holdings as of December 31, 2024.
  • Mml Investors Services, LLC owns shares of 2,658 different stocks, but just 327 companies or ETFs make up 80% of its holdings.
  • Approximately 9.43% of the portfolio was purchased this quarter.
  • About 2.93% of the portfolio was sold this quarter.
  • This quarter, Mml Investors Services, LLC has purchased 2,567 new stocks and bought additional shares in 1,606 stocks.
  • Mml Investors Services, LLC sold shares of 819 stocks and completely divested from 120 stocks this quarter.

Largest Holdings

Apple
$585,663
Microsoft
$493,913
Invesco QQQ
$463,565

Largest New Holdings this Quarter

BLACKROCK INC
$72,197 Holding
ARISTA NETWORKS INC
$26,311 Holding
BLACKROCK ETF TRUST
$21,814 Holding
FEDERATED HERMES ETF TRUST
$10,356 Holding

Largest Purchases this Quarter

Schwab U.S. Large-Cap Growth ETF
4,748,872 shares (about $132.35K)
Schwab US Dividend Equity ETF
3,667,582 shares (about $100.20K)
BLACKROCK INC
70,429 shares (about $72.20K)
iShares MSCI USA Momentum Factor ETF
338,577 shares (about $70.06K)
iShares MSCI EAFE Growth ETF
402,694 shares (about $38.99K)

Largest Sales this Quarter

iShares Core Total USD Bond Market ETF
556,355 shares (about $25.15K)
iShares Semiconductor ETF
100,583 shares (about $21.67K)
iShares U.S. Home Construction ETF
179,021 shares (about $18.51K)
iShares MSCI USA Min Vol Factor ETF
205,135 shares (about $18.21K)
Health Care Select Sector SPDR Fund
111,412 shares (about $15.33K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofMml Investors Services, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,324,652$7,623 0.6%2,250,2084.6%ETF
Apple Inc. stock logo
AAPL
Apple
$585,663$20,308 3.6%2,338,7232.0%Computer and Technology
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$546,205$36,959 7.3%3,067,1901.9%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$493,913$23,330 5.0%1,171,7981.7%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$463,565$3,008 0.7%906,7641.6%Finance
NVIDIA Co. stock logo
NVDA
NVIDIA
$438,003$4,355 1.0%3,261,6181.5%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$426,532$9,165 2.2%1,944,1711.5%Retail/Wholesale
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$377,520$17,203 4.8%644,1451.3%Finance
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$358,688$27,618 8.3%665,7031.2%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$357,002$25,147 -6.6%7,898,2661.2%Manufacturing
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$344,245$17,291 5.3%7,198,7571.2%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$314,357$589 -0.2%765,9021.1%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$308,328$5,882 1.9%3,036,8121.1%ETF
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$274,353$9,355 3.5%5,353,2230.9%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$245,115$1,865 -0.8%1,447,8150.8%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$235,948$3,043 1.3%3,846,5650.8%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$235,820$12,068 5.4%1,245,7500.8%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$230,339$13,600 6.3%393,3980.8%Computer and Technology
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$217,665$10,268 -4.5%3,097,1110.8%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$216,637$9,790 4.7%539,4630.7%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$207,603$7,525 3.8%866,0570.7%Finance
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$203,741$38,993 23.7%2,104,1140.7%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$196,971$18,767 10.5%3,753,9640.7%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$182,961$22,526 14.0%1,717,1370.6%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$180,355$10,620 6.3%2,894,4820.6%ETF
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$179,137$27,357 18.0%1,953,9400.6%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$175,287$132,351 308.3%6,289,4450.6%ETF
FIDELITY COVINGTON TRUST
$169,022$26 0.0%4,780,0440.6%ENHANCED LARGE
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$157,229$7,066 4.7%2,732,9840.5%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$147,251$100,198 212.9%5,389,8610.5%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$142,955$8,709 6.5%748,9270.5%ETF
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$138,459$6,508 4.9%588,5100.5%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$137,664$31,244 29.4%2,848,4210.5%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$135,654$3,920 3.0%850,3860.5%Manufacturing
Visa Inc. stock logo
V
Visa
$132,001$349 0.3%417,6720.5%Business Services
Tesla, Inc. stock logo
TSLA
Tesla
$130,688$5,747 4.6%323,6140.5%Auto/Tires/Trucks
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$129,735$8,521 7.0%1,125,9770.4%ETF
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$129,674$14,235 12.3%3,677,6490.4%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$127,773$1,169 0.9%440,8850.4%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$126,439$6,277 5.2%278,9420.4%Finance
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$124,292$771 -0.6%2,200,6310.4%ETF
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$124,054$10,742 9.5%2,237,2190.4%Manufacturing
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$122,673$6,006 5.1%1,705,9190.4%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$119,330$5,533 4.9%626,6030.4%Computer and Technology
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$117,203$14,308 13.9%1,209,5280.4%Finance
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$116,937$7,393 6.7%2,239,3170.4%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$112,127$6,649 6.3%2,546,0210.4%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$110,608$5,582 5.3%477,0860.4%Computer and Technology
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$110,205$4,029 3.8%562,7570.4%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$109,391$3,101 2.9%281,2180.4%Retail/Wholesale
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$108,926$12,522 13.0%1,580,0150.4%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$106,805$9,308 9.5%601,0400.4%Medical
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$103,545$7,473 7.8%369,7250.4%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$103,020$24,436 31.1%443,0600.4%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$102,443$8,314 8.8%426,3480.4%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$99,175$6,801 7.4%108,2380.3%Retail/Wholesale
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$98,058$3,595 3.8%127,0180.3%Medical
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$95,707$5,815 6.5%454,7730.3%ETF
Walmart Inc. stock logo
WMT
Walmart
$93,346$548 0.6%1,033,1640.3%Retail/Wholesale
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$91,860$8,083 -8.1%2,471,3560.3%ETF
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$91,325$3,870 4.4%2,997,2150.3%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$89,056$3,262 3.8%169,1260.3%Business Services
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$89,032$149 -0.2%337,0750.3%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$88,981$5,068 6.0%367,4940.3%Finance
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$87,764$210 0.2%821,4570.3%Finance
iShares Flexible Income Active ETF stock logo
BINC
iShares Flexible Income Active ETF
$85,365$16,111 23.3%1,641,0060.3%ETF
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$80,633$2,697 3.5%1,797,0390.3%ETF
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$80,601$70,058 664.5%389,5280.3%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$80,450$6,419 8.7%90,2590.3%Consumer Discretionary
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$79,497$35 0.0%294,7600.3%ETF
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$78,869$1,541 -1.9%399,3590.3%Computer and Technology
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$76,467$19,834 35.0%869,9320.3%ETF
Chevron Co. stock logo
CVX
Chevron
$75,411$5,422 -6.7%520,6470.3%Oils/Energy
Capital Group Core Equity ETF stock logo
CGUS
Capital Group Core Equity ETF
$72,608$13,717 23.3%2,076,3010.3%ETF
BLACKROCK INC
$72,197$72,197 New Holding70,4290.2%COM
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$71,950$2,293 3.3%429,1690.2%Consumer Staples
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$71,449$12,475 21.2%407,7470.2%ETF
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$70,413$1,612 -2.2%806,2910.2%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$69,843$1,321 1.9%377,2660.2%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$69,730$9,833 16.4%1,421,6040.2%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$69,670$1,206 1.8%578,8950.2%Consumer Staples
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$68,112$782 1.2%134,6460.2%Medical
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$66,920$4,469 7.2%1,165,6490.2%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$65,890$4,197 -6.0%516,4180.2%ETF
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$65,809$13,774 26.5%293,3340.2%Finance
SIMPLIFY EXCHANGE TRADED FUN
$65,367$6,277 10.6%1,315,4870.2%MBS ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$64,698$4,527 7.5%789,1880.2%Manufacturing
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$63,843$1,502 -2.3%496,3690.2%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$63,254$2,129 3.5%818,6150.2%ETF
Capital Group Global Growth Equity ETF stock logo
CGGO
Capital Group Global Growth Equity ETF
$63,149$8,068 14.6%2,161,1730.2%ETF
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$62,859$7,525 13.6%1,069,2100.2%ETF
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$62,687$6,172 -9.0%182,5440.2%ETF
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$62,216$1,736 2.9%256,9090.2%Manufacturing
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$60,768$2,012 3.4%564,9180.2%Oils/Energy
Invesco S&P MidCap Quality ETF stock logo
XMHQ
Invesco S&P MidCap Quality ETF
$60,172$434 -0.7%611,0710.2%ETF
First Trust NASDAQ Rising Dividend Achievers stock logo
RDVY
First Trust NASDAQ Rising Dividend Achievers
$60,158$1,642 2.8%1,017,2130.2%Manufacturing
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$59,415$1,606 2.8%525,2830.2%Medical
ServiceNow, Inc. stock logo
NOW
ServiceNow
$59,249$1,125 1.9%55,8890.2%Computer and Technology
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$59,185$11,676 24.6%1,175,0060.2%ETF
The Walt Disney Company stock logo
DIS
Walt Disney
$59,052$398 -0.7%530,3240.2%Consumer Discretionary

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