MML INVESTORS SERVICES, LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings2,658 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 2.3M | $1.3B | 4.6% | $369.72 | +57.82% | 25 qtrssince 2018-Q4 | Increased 59 |
APPLE INC | 2.3M | $585.7M | 2.0% | $193.66 | +28.38% | 7 qtrssince 2023-Q2 | Increased 56 |
ISHARES MSCI USA QUALITY FAC | 3.1M | $546.2M | 1.9% | $135.39 | +30.59% | 25 qtrssince 2018-Q4 | Increased 53 |
MICROSOFT CORP | 1.2M | $493.9M | 1.7% | $221.25 | +87.92% | 25 qtrssince 2018-Q4 | Increased 52 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 906,764 | $463.6M | 1.6% | $367.29 | +39.67% | 7 qtrssince 2023-Q2 | Increased 49 |
NVIDIA CORP | 3.3M | $438M | 1.5% | $113.78 | +20.80% | 25 qtrssince 2018-Q4 | Increased 50 |
AMAZON.COM INC | 1.9M | $426.5M | 1.5% | $137.45 | +61.01% | 7 qtrssince 2023-Q2 | Increased 50 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 644,145 | $377.5M | 1.3% | $331.35 | +75.46% | 25 qtrssince 2018-Q4 | Increased 51 |
VANGUARD S&P 500 ETF | 665,703 | $358.7M | 1.2% | $351.18 | +52.18% | 25 qtrssince 2018-Q4 | Increased 53 |
ISHARES TR | 7.9M | $357M | 1.2% | $42.05 | +0.57% | 24 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD FTSE DEVELOPED ETF | 7.2M | $344.2M | 1.2% | $41.82 | +10.51% | 25 qtrssince 2018-Q4 | Increased 52 |
VANGUARD GROWTH ETF | 765,902 | $314.4M | 1.1% | $32.26 | +110.65% | 25 qtrssince 2018-Q4 | Decreased 0 |
ISHARES S&P 500 GROWTH ETF | 3M | $308.3M | 1.1% | $80.46 | +26.72% | 25 qtrssince 2018-Q4 | Increased 50 |
BLACKROCK ETF TRUST | 5.4M | $274.4M | 0.9% | $44.58 | +14.19% | 20 qtrssince 2020-Q1 | Increased 45 |
VANGUARD VALUE ETF | 1.4M | $245.1M | 0.8% | $109.23 | +51.36% | 25 qtrssince 2018-Q4 | Decreased 0 |
ISHARES CORE DIVIDEND GROWTH | 3.8M | $235.9M | 0.8% | $40.82 | +46.77% | 25 qtrssince 2018-Q4 | Increased 44 |
ALPHABET INC-CL A | 1.2M | $235.8M | 0.8% | $109.35 | +74.21% | 25 qtrssince 2018-Q4 | Increased 46 |
META PLATFORMS INC-CLASS A | 393,398 | $230.3M | 0.8% | $279.65 | +110.76% | 25 qtrssince 2018-Q4 | Increased 46 |
ISHARES CORE MSCI EAFE ETF | 3.1M | $217.7M | 0.8% | $59.19 | +14.49% | 25 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR RUSSELL 1000 GROWTH INDEX FUND | 539,463 | $216.6M | 0.7% | $47.58 | +109.80% | 25 qtrssince 2018-Q4 | Increased 45 |
MML INVESTORS SERVICES, LLC manages $29B across 2658 positions as of Q4 2024. Top holdings: IVV (4.6%), AAPL (2.0%), QUAL (1.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 211 new positions, 120 exits, 1606 increased. Top move: IVV (INCREASED, conviction 59). Portfolio: $29.0B across 2658 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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