MML INVESTORS SERVICES, LLC
Institutional investor · Portfolio as of Q3 2024
Top Holdings2,567 positions
ISHARES TR | 2.2M | $1.3B | 4.7% | $364.96 | +54.23% | 24 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 2.3M | $526M | 1.9% | $191.68 | +20.55% | 6 qtrssince 2023-Q2 | Increased 52 |
ISHARES TR | 2.9M | $512.7M | 1.9% | $132.59 | +32.68% | 24 qtrssince 2018-Q4 | Increased 53 |
MICROSOFT CORP | 1.1M | $480.4M | 1.8% | $211.61 | +100.19% | 24 qtrssince 2018-Q4 | Increased 52 |
INVESCO QQQ TR | 900,880 | $439.7M | 1.6% | $366.34 | +31.98% | 6 qtrssince 2023-Q2 | Increased 49 |
ISHARES TR | 8.5M | $398.4M | 1.5% | $42.05 | +3.41% | 23 qtrssince 2019-Q1 | Increased 59 |
NVIDIA CORPORATION | 3.2M | $392.2M | 1.4% | $20.70 | +485.00% | 24 qtrssince 2018-Q4 | Increased 51 |
VANGUARD TAX-MANAGED FDS | 6.8M | $361.1M | 1.3% | $41.13 | +21.13% | 24 qtrssince 2018-Q4 | Increased 52 |
AMAZON COM INC | 1.9M | $354.5M | 1.3% | $137.44 | +35.57% | 6 qtrssince 2023-Q2 | Increased 53 |
STATE STR SPDR S&P 500 ETF T | 614,793 | $352.7M | 1.3% | $317.65 | +76.55% | 24 qtrssince 2018-Q4 | Increased 52 |
VANGUARD INDEX FDS | 614,446 | $324.2M | 1.2% | $333.31 | +54.55% | 24 qtrssince 2018-Q4 | Increased 50 |
VANGUARD INDEX FDS | 767,338 | $294.6M | 1.1% | $32.22 | +96.79% | 24 qtrssince 2018-Q4 | Increased 49 |
ISHARES TR | 3M | $285.2M | 1.0% | $78.38 | +21.13% | 24 qtrssince 2018-Q4 | Decreased 0 |
BLACKROCK ETF TRUST | 5.2M | $255.8M | 0.9% | $44.09 | +9.94% | 19 qtrssince 2020-Q1 | Increased 49 |
VANGUARD INDEX FDS | 1.5M | $254.7M | 0.9% | $107.57 | +55.56% | 24 qtrssince 2018-Q4 | Increased 45 |
ISHARES TR | 3.2M | $253.1M | 0.9% | $59.19 | +25.44% | 24 qtrssince 2018-Q4 | Increased 48 |
ISHARES TR | 3.8M | $238M | 0.9% | $39.99 | +50.33% | 24 qtrssince 2018-Q4 | Increased 52 |
META PLATFORMS INC | 370,171 | $211.9M | 0.8% | $259.49 | +119.17% | 24 qtrssince 2018-Q4 | Increased 47 |
ALPHABET INC | 1.2M | $196M | 0.7% | $90.42 | +82.14% | 24 qtrssince 2018-Q4 | Increased 45 |
ISHARES TR | 3.4M | $195.4M | 0.7% | $47.12 | +11.88% | 24 qtrssince 2018-Q4 | Increased 69 |
MML INVESTORS SERVICES, LLC manages $27.4B across 2567 positions as of Q3 2024. Top holdings: IVV (4.7%), AAPL (1.9%), QUAL (1.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 191 new positions, 94 exits, 1498 increased. Top move: EFV (INCREASED, conviction 69). Portfolio: $27.4B across 2567 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