MML INVESTORS SERVICES, LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings2,802 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 2M | $1.2B | 3.6% | $375.61 | +63.32% | 27 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 1.3M | $643.9M | 1.9% | $240.06 | +105.17% | 27 qtrssince 2018-Q4 | Increased 52 |
ISHARES MSCI USA QUALITY FAC | 3.5M | $631.5M | 1.8% | $139.24 | +29.70% | 27 qtrssince 2018-Q4 | Increased 50 |
NVIDIA CORP | 3.6M | $573.6M | 1.7% | $116.54 | +35.34% | 27 qtrssince 2018-Q4 | Increased 53 |
APPLE INC | 2.6M | $525.7M | 1.5% | $195.07 | +4.67% | 9 qtrssince 2023-Q2 | Increased 53 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 943,903 | $520.7M | 1.5% | $373.52 | +46.38% | 9 qtrssince 2023-Q2 | Increased 51 |
AMAZON.COM INC | 2.2M | $472.4M | 1.4% | $144.57 | +54.45% | 9 qtrssince 2023-Q2 | Increased 52 |
VANGUARD FTSE DEVELOPED ETF | 7.6M | $434.8M | 1.3% | $42.27 | +31.60% | 27 qtrssince 2018-Q4 | Increased 49 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 689,431 | $426M | 1.2% | $346.28 | +76.56% | 27 qtrssince 2018-Q4 | Increased 49 |
VANGUARD S&P 500 ETF | 726,952 | $412.9M | 1.2% | $365.22 | +53.88% | 27 qtrssince 2018-Q4 | Increased 50 |
ISHARES TR | 8.2M | $378.2M | 1.1% | $42.13 | +4.48% | 26 qtrssince 2019-Q1 | Decreased 0 |
ISHARES S&P 500 GROWTH ETF | 3.3M | $367.1M | 1.1% | $81.58 | +33.92% | 27 qtrssince 2018-Q4 | Increased 49 |
ISHARES MSCI EAFE VALUE ETF | 5.7M | $361.3M | 1.0% | $54.17 | +14.61% | 27 qtrssince 2018-Q4 | Increased 72 |
BLACKROCK ETF TRUST | 6.6M | $359.7M | 1.0% | $45.77 | +17.93% | 22 qtrssince 2020-Q1 | Increased 54 |
VANGUARD GROWTH ETF | 785,410 | $344.3M | 1.0% | $35.16 | +106.93% | 27 qtrssince 2018-Q4 | Increased 47 |
META PLATFORMS INC-CLASS A | 434,236 | $320.5M | 0.9% | $314.28 | +133.08% | 27 qtrssince 2018-Q4 | Increased 46 |
ISHARES CORE MSCI EAFE ETF | 3.7M | $306.9M | 0.9% | $62.34 | +31.10% | 27 qtrssince 2018-Q4 | Increased 49 |
ISHARES CORE MSCI EMERGING | 5M | $298M | 0.9% | $52.11 | +12.70% | 27 qtrssince 2018-Q4 | Increased 62 |
ISHARES CORE DIVIDEND GROWTH | 4.5M | $290M | 0.8% | $45.36 | +38.60% | 27 qtrssince 2018-Q4 | Increased 54 |
ISHARES S&P 500/BARRA VALUE | 1.4M | $272.8M | 0.8% | $179.09 | +7.55% | 27 qtrssince 2018-Q4 | Increased 52 |
MML INVESTORS SERVICES, LLC manages $34.6B across 2802 positions as of Q2 2025. Top holdings: IVV (3.6%), MSFT (1.9%), QUAL (1.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 223 new positions, 104 exits, 1631 increased. Top move: EFV (INCREASED, conviction 72). Portfolio: $34.6B across 2802 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
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