MML INVESTORS SERVICES, LLC
Institutional investor · Portfolio as of Q3 2019
Top Holdings1,466 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES TR | 639,403 | $190.9M | 3.1% | $231.35 | +16.50% | 4 qtrssince 2018-Q4 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 566,565 | $168.1M | 2.7% | $226.90 | +18.72% | 4 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 2.2M | $142.3M | 2.3% | $50.81 | +12.71% | 4 qtrssince 2018-Q4 | Increased 68 |
INVESCO QQQ TR | 744,720 | $140.6M | 2.3% | $148.37 | +21.37% | 4 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 354,877 | $96.7M | 1.6% | $206.51 | +19.48% | 4 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 1.3M | $78.9M | 1.3% | $45.26 | +10.57% | 4 qtrssince 2018-Q4 | Increased 47 |
APPLE INC | 350,356 | $78.5M | 1.3% | $37.56 | +43.07% | 4 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 455,764 | $72.8M | 1.2% | $31.32 | +22.00% | 4 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD SPECIALIZED FUNDS | 580,839 | $69.5M | 1.1% | $86.07 | +22.97% | 4 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 357,892 | $69.2M | 1.1% | $30.01 | +16.35% | 4 qtrssince 2018-Q4 | Decreased 0 |
ISHARES U S ETF TR | 1.3M | $67.8M | 1.1% | $39.55 | +2.58% | 4 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 550,118 | $65.6M | 1.1% | $93.47 | +18.12% | 4 qtrssince 2018-Q4 | Increased 49 |
SPDR SERIES TRUST | 637,050 | $65.4M | 1.1% | $75.11 | +15.15% | 4 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 384,103 | $63.9M | 1.0% | $21.37 | +24.45% | 4 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 444,860 | $61.8M | 1.0% | $97.08 | +34.66% | 4 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 2.3M | $61.2M | 1.0% | $21.38 | +4.02% | 4 qtrssince 2018-Q4 | Increased 47 |
VANGUARD INDEX FDS | 518,688 | $57.9M | 0.9% | $82.43 | +15.27% | 4 qtrssince 2018-Q4 | Decreased 0 |
ISHARES INC | 1.1M | $55.8M | 0.9% | $40.30 | +0.38% | 4 qtrssince 2018-Q4 | Increased 45 |
VANGUARD WHITEHALL FDS | 602,216 | $53.4M | 0.9% | $63.61 | +14.90% | 4 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 29,989 | $52.1M | 0.8% | $75.96 | +13.57% | 4 qtrssince 2018-Q4 | Decreased 0 |
MML INVESTORS SERVICES, LLC manages $6.2B across 1466 positions as of Q3 2019. Top holdings: IVV (3.1%), SPY (2.7%), USMV (2.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 81 new positions, 203 exits, 348 increased. Top move: USMV (INCREASED, conviction 68). Portfolio: $6.2B across 1466 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
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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
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