MML INVESTORS SERVICES, LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings2,683 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 2.3M | $1.3B | 4.4% | $375.61 | +47.16% | 26 qtrssince 2018-Q4 | Increased 61 |
ISHARES MSCI USA QUALITY FAC | 3.4M | $582.7M | 1.9% | $138.70 | +21.35% | 26 qtrssince 2018-Q4 | Increased 55 |
APPLE INC | 2.4M | $536.5M | 1.8% | $194.52 | +13.50% | 8 qtrssince 2023-Q2 | Increased 51 |
MICROSOFT CORP | 1.2M | $467.5M | 1.6% | $230.08 | +61.26% | 26 qtrssince 2018-Q4 | Increased 52 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 916,705 | $429.9M | 1.4% | $368.38 | +26.84% | 8 qtrssince 2023-Q2 | Increased 50 |
VANGUARD FTSE DEVELOPED ETF | 7.6M | $387.4M | 1.3% | $42.26 | +17.74% | 26 qtrssince 2018-Q4 | Increased 52 |
AMAZON.COM INC | 2M | $386.1M | 1.3% | $139.76 | +37.89% | 8 qtrssince 2023-Q2 | Increased 51 |
ISHARES TR | 8.4M | $385M | 1.3% | $42.13 | +3.04% | 25 qtrssince 2019-Q1 | Increased 52 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 683,710 | $382.5M | 1.3% | $344.06 | +60.11% | 26 qtrssince 2018-Q4 | Increased 52 |
NVIDIA CORP | 3.4M | $367.5M | 1.2% | $113.63 | -3.50% | 26 qtrssince 2018-Q4 | Increased 51 |
VANGUARD S&P 500 ETF | 714,231 | $367.1M | 1.2% | $361.72 | +39.98% | 26 qtrssince 2018-Q4 | Increased 53 |
ISHARES S&P 500 GROWTH ETF | 3.3M | $308.2M | 1.0% | $81.47 | +13.23% | 26 qtrssince 2018-Q4 | Increased 53 |
BLACKROCK ETF TRUST | 6M | $293.5M | 1.0% | $44.97 | +6.97% | 21 qtrssince 2020-Q1 | Increased 49 |
VANGUARD GROWTH ETF | 729,109 | $270.4M | 0.9% | $32.26 | +90.56% | 26 qtrssince 2018-Q4 | Decreased 0 |
ISHARES CORE MSCI EAFE ETF | 3.3M | $248M | 0.8% | $59.99 | +22.74% | 26 qtrssince 2018-Q4 | Increased 46 |
META PLATFORMS INC-CLASS A | 415,404 | $239.4M | 0.8% | $295.32 | +94.85% | 26 qtrssince 2018-Q4 | Increased 46 |
VANGUARD VALUE ETF | 1.3M | $231.7M | 0.8% | $109.23 | +53.95% | 26 qtrssince 2018-Q4 | Decreased 0 |
ISHARES CORE DIVIDEND GROWTH | 3.6M | $222.5M | 0.7% | $40.82 | +47.29% | 26 qtrssince 2018-Q4 | Decreased 0 |
ISHARES S&P 500/BARRA VALUE | 1.2M | $221.9M | 0.7% | $176.40 | +5.63% | 26 qtrssince 2018-Q4 | Increased 61 |
JPMORGAN CHASE & CO | 896,977 | $220M | 0.7% | $124.04 | +91.85% | 26 qtrssince 2018-Q4 | Increased 45 |
MML INVESTORS SERVICES, LLC manages $30B across 2683 positions as of Q1 2025. Top holdings: IVV (4.4%), QUAL (1.9%), AAPL (1.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 179 new positions, 154 exits, 1650 increased. Top move: IVV (INCREASED, conviction 61). Portfolio: $30.0B across 2683 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR