MML INVESTORS SERVICES, LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings2,683 positions
ISHARES TR | 2.3M | $1.3B | 4.4% | $372.16 | +48.31% | 26 qtrssince 2018-Q4 | Increased 61 |
ISHARES TR | 3.4M | $582.7M | 1.9% | $138.80 | +21.43% | 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 TR | 916,705 | $429.9M | 1.4% | $368.38 | +26.84% | 8 qtrssince 2023-Q2 | Increased 50 |
VANGUARD TAX-MANAGED FDS | 7.6M | $387.4M | 1.3% | $41.78 | +17.02% | 26 qtrssince 2018-Q4 | Increased 52 |
AMAZON COM INC | 2M | $386.1M | 1.3% | $141.34 | +34.61% | 8 qtrssince 2023-Q2 | Increased 51 |
ISHARES TR | 8.4M | $385M | 1.3% | $42.13 | +3.04% | 25 qtrssince 2019-Q1 | Increased 52 |
STATE STR SPDR S&P 500 ETF T | 683,710 | $382.5M | 1.3% | $342.15 | +60.82% | 26 qtrssince 2018-Q4 | Increased 52 |
NVIDIA CORPORATION | 3.4M | $367.5M | 1.2% | $25.12 | +330.35% | 26 qtrssince 2018-Q4 | Increased 51 |
VANGUARD INDEX FDS | 714,231 | $367.1M | 1.2% | $358.93 | +40.71% | 26 qtrssince 2018-Q4 | Increased 53 |
ISHARES TR | 3.3M | $308.2M | 1.0% | $79.96 | +15.40% | 26 qtrssince 2018-Q4 | Increased 53 |
BLACKROCK ETF TRUST | 6M | $293.5M | 1.0% | $44.72 | +7.47% | 21 qtrssince 2020-Q1 | Increased 49 |
VANGUARD INDEX FDS | 729,109 | $270.4M | 0.9% | $32.22 | +90.56% | 26 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 3.3M | $248M | 0.8% | $59.99 | +22.74% | 26 qtrssince 2018-Q4 | Increased 46 |
META PLATFORMS INC | 415,404 | $239.4M | 0.8% | $294.17 | +94.98% | 26 qtrssince 2018-Q4 | Increased 46 |
VANGUARD INDEX FDS | 1.3M | $231.7M | 0.8% | $107.57 | +55.73% | 26 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 3.6M | $222.5M | 0.7% | $40.23 | +48.87% | 26 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 1.2M | $221.9M | 0.7% | $175.05 | +6.21% | 26 qtrssince 2018-Q4 | Increased 61 |
JPMORGAN CHASE & CO | 896,977 | $220M | 0.7% | $122.94 | +93.66% | 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