MML INVESTORS SERVICES, LLC
Institutional investor · Portfolio as of Q4 2018
Top Holdings1,488 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 562,750 | $140.6M | 2.5% | $222.81 | 0.00% | 1 qtr | New 78 |
ISHARES CORE S&P 500 ETF | 529,091 | $133.1M | 2.4% | $222.89 | 0.00% | 1 qtr | New 78 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 769,892 | $118.8M | 2.1% | $146.40 | 0.00% | 1 qtr | New 78 |
VANGUARD S&P 500 ETF | 352,727 | $81.1M | 1.5% | $203.98 | 0.00% | 1 qtr | New 68 |
ISHARES CORE S&P MIDCAP ETF | 430,257 | $71.4M | 1.3% | $29.53 | 0.00% | 1 qtr | New 68 |
APPLE INC | 448,361 | $70.7M | 1.3% | $37.39 | 0.00% | 1 qtr | New 68 |
ISHARES TR RUSSELL 1000 GROWTH INDEX FUND | 524,354 | $68.6M | 1.2% | $31.08 | 0.00% | 1 qtr | New 68 |
ISHARES EDGE MSCI MIN VOL US | 1.2M | $61.3M | 1.1% | $45.99 | 0.00% | 1 qtr | New 67 |
ISHARES U S ETF TR | 1.2M | $61.2M | 1.1% | $39.44 | 0.00% | 1 qtr | New 67 |
VANGUARD DIVIDEND APPRECIATION ETF ETF | 613,187 | $60.1M | 1.1% | $85.17 | 0.00% | 1 qtr | New 67 |
SPDR S&P DIVIDEND ETF ETF | 624,829 | $55.9M | 1.0% | $73.81 | 0.00% | 1 qtr | New 67 |
ISHARES CORE MSCI EAFE ETF | 1M | $55.4M | 1.0% | $44.14 | 0.00% | 1 qtr | New 57 |
ISHARES MSCI USA MOMENTUM FA | 542,639 | $54.4M | 1.0% | $91.05 | 0.00% | 1 qtr | New 57 |
VANGUARD GROWTH ETF | 403,682 | $54.2M | 1.0% | $21.32 | 0.00% | 1 qtr | New 57 |
VANGUARD VALUE ETF | 493,724 | $48.4M | 0.9% | $81.25 | 0.00% | 1 qtr | New 57 |
AMAZON.COM INC | 31,877 | $47.9M | 0.9% | $73.90 | 0.00% | 1 qtr | New 57 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 678,397 | $47M | 0.8% | $61.72 | 0.00% | 1 qtr | New 57 |
ISHARES MSCI EAFE ETF CL USD INC | 771,562 | $45.4M | 0.8% | $47.49 | 0.00% | 1 qtr | New 57 |
MICROSOFT CORP | 438,305 | $44.5M | 0.8% | $94.43 | 0.00% | 1 qtr | New 57 |
ISHARES TR | 405,853 | $43.2M | 0.8% | $85.39 | 0.00% | 1 qtr | New 57 |
MML INVESTORS SERVICES, LLC manages $5.6B across 1488 positions as of Q4 2018. Top holdings: SPY (2.5%), IVV (2.4%), QQQ (2.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 1488 new positions, 0 exits, 0 increased. Top move: SPY (NEW, conviction 78). Portfolio: $5.6B across 1488 positions.
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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
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