MassMutual Private Wealth & Trust, FSB
CIK 1103653 · Holdings on Dec 31, 2024 · First reported Jan 16, 2025
Top ten holdings
Q4 2024- AAPL5.16%
- MSFT4.46%
- NVDA4.28%
- VO3.83%
- AMZN2.91%
- JPM2.11%
- DFAS2.00%
- VEA1.95%
- GOOGL1.93%
- META1.62%
Share classes counted separately30.25%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AMZNWeight increased · +0.42 pp2.49% → 2.91%Shares +3.98K (+0.85%)
- AAPLWeight increased · +0.37 pp4.79% → 5.16%Shares +12.35K (+1.71%)
- AVGOWeight increased · +0.37 pp0.86% → 1.23%Shares +14.19K (+8.13%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INCCommon / Ordinary Stock View history and evidence | $183.83M | 5.16% | 734.08K shares | 4.79% → 5.16%+0.37 pp +12.35K (+1.71%) | Added | ↗▾ |
| 02 | MSFTMICROSOFT CORPCommon / Ordinary Stock View history and evidence | $159.04M | 4.46% | 377.31K shares | 4.64% → 4.46%-0.18 pp -1.31K (-0.35%) | Reduced | ↗▾ |
| 03 | NVDANVIDIA CORPCommon / Ordinary Stock View history and evidence | $152.73M | 4.28% | 1.14M shares | 4.04% → 4.28%+0.24 pp -31.15K (-2.67%) | Reduced | ↗▾ |
| 04 | VOVNGRD MRNGSTR MD-CAP ETF-USDExchange Traded Fund View history and evidence | $136.45M | 3.83% | 516.59K shares | 3.65% → 3.83%+0.18 pp +30.34K (+6.24%) | Added | ↗▾ |
| 05 | AMZNAMAZON.COM INCCommon / Ordinary Stock View history and evidence | $103.83M | 2.91% | 473.27K shares | 2.49% → 2.91%+0.42 pp +3.98K (+0.85%) | Added | ↗▾ |
| 06 | JPMJPMORGAN CHASE & COCommon / Ordinary Stock View history and evidence | $75.24M | 2.11% | 313.87K shares | 1.88% → 2.11%+0.23 pp +941 (+0.30%) | Added | ↗▾ |
| 07 | DFASDIMENSIONAL US SMALL CAP ETFExchange Traded Fund View history and evidence | $71.29M | 2.00% | 1.10M shares | 1.89% → 2.00%+0.11 pp +73.10K (+7.15%) | Added | ↗▾ |
| 08 | VEAVANGUARD FTSE DEVELOPED ETFExchange Traded Fund View history and evidence | $69.43M | 1.95% | 1.45M shares | 2.03% → 1.95%-0.08 pp +99.55K (+7.36%) | Added | ↗▾ |
| 09 | GOOGLALPHABET INC-CL ACommon / Ordinary Stock View history and evidence | $68.84M | 1.93% | 363.64K shares | 1.71% → 1.93%+0.22 pp +2.47K (+0.68%) | Added | ↗▾ |
| 10 | METAMETA PLATFORMS INC-CLASS ACommon / Ordinary Stock View history and evidence | $57.63M | 1.62% | 98.43K shares | 1.62% → 1.62%+0.00 pp -920 (-0.93%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 91
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| GOVT ISHARES US TREASURY BOND ETF | Non-derivative | -15,568 | -$365.07K | SEC filing ↗ | SEC filing ↗ |
| VGLT VANGUARD LONG-TERM TREASURY | Non-derivative | -2,166 | -$133.30K | SEC filing ↗ | SEC filing ↗ |
| DXJ WISDOMTREE JAPAN HEDGED EQ | Non-derivative | -1,250 | -$132.50K | SEC filing ↗ | SEC filing ↗ |
3 / 91 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1103653 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-01-16
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 3564458524
}Research all 2,334 reported holdings.
This page includes 30 of 2,334 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 2,334 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1103653","quarter":"2024Q4","page_size":100}
get_institutional_manager_history
{"cik":"1103653","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.