MML INVESTORS SERVICES, LLC
Institutional investor · Portfolio as of Q2 2020
Top Holdings1,508 positions
ISHARES CORE S&P 500 ETF | 734,354 | $227.4M | 3.0% | $235.53 | +20.35% | 7 qtrssince 2018-Q4 | Decreased 0 |
Invesco QQQ Trust Series 1 | 809,442 | $200.4M | 2.7% | $166.33 | +41.42% | 7 qtrssince 2018-Q4 | Increased 65 |
SS SPDR S&P 500 ETF TRUST-US | 450,737 | $139M | 1.9% | $228.40 | +24.02% | 7 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 365,595 | $133.4M | 1.8% | $39.97 | +120.71% | 7 qtrssince 2018-Q4 | Increased 50 |
iShares Edge MSCI Min Vol USA ETF | 1.9M | $117.9M | 1.6% | $50.44 | +8.63% | 7 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 577,851 | $117.6M | 1.6% | $113.43 | +70.22% | 7 qtrssince 2018-Q4 | Increased 53 |
AMAZON COM INC | 38,934 | $107.4M | 1.4% | $86.56 | +59.36% | 7 qtrssince 2018-Q4 | Increased 54 |
Vanguard Morningstar Growth ETF | 527,696 | $106.6M | 1.4% | $22.78 | +42.82% | 7 qtrssince 2018-Q4 | Increased 48 |
ISHARES TR | 1.3M | $92.6M | 1.2% | $60.21 | +7.31% | 7 qtrssince 2018-Q4 | Increased 76 |
iShares iBoxx Investment Grade Corporate Bond ETF | 643,289 | $86.5M | 1.2% | $103.84 | +2.89% | 7 qtrssince 2018-Q4 | Increased 76 |
ISHARES TR | 2.2M | $83.3M | 1.1% | $29.10 | +12.10% | 7 qtrssince 2018-Q4 | Increased 49 |
Vanguard S&P 500 | 280,682 | $79.6M | 1.1% | $206.43 | +25.65% | 7 qtrssince 2018-Q4 | Decreased 0 |
ISHARES RUSSELL 1000 GROWTH | 382,250 | $73.4M | 1.0% | $31.30 | +47.81% | 7 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 2.6M | $72.7M | 1.0% | $21.81 | +9.81% | 7 qtrssince 2018-Q4 | Decreased 0 |
Vanguard Morningstar Value ETF | 685,296 | $68.2M | 0.9% | $82.07 | +4.57% | 7 qtrssince 2018-Q4 | Decreased 0 |
Vanguard Dividend Appreciation | 555,000 | $65M | 0.9% | $86.49 | +20.95% | 7 qtrssince 2018-Q4 | Increased 43 |
ISHARES CORE U.S. AGGREGATE | 518,800 | $61.3M | 0.8% | $90.82 | +8.38% | 7 qtrssince 2018-Q4 | Increased 53 |
iShares Core S&P Small-Cap ETF | 874,685 | $59.7M | 0.8% | $61.42 | +1.12% | 7 qtrssince 2018-Q4 | Increased 62 |
ISHARES TR | 697,486 | $58M | 0.8% | $75.76 | +0.46% | 7 qtrssince 2018-Q4 | Increased 67 |
iShares 1-3 Year Treasury Bond ETF | 627,484 | $54.3M | 0.7% | $72.76 | +2.77% | 7 qtrssince 2018-Q4 | Increased 50 |
MML INVESTORS SERVICES, LLC manages $7.5B across 1508 positions as of Q2 2020. Top holdings: IVV (3.0%), QQQ (2.7%), SPY (1.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 209 new positions, 89 exits, 795 increased. Top move: ESGU (INCREASED, conviction 76). Portfolio: $7.5B across 1508 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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