MML INVESTORS SERVICES, LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings2,658 positions
ISHARES TR | 2.3M | $1.3B | 4.6% | $366.18 | +57.42% | 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 TR | 3.1M | $546.2M | 1.9% | $135.48 | +29.36% | 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 TR | 906,764 | $463.6M | 1.6% | $367.29 | +39.67% | 7 qtrssince 2023-Q2 | Increased 49 |
NVIDIA CORPORATION | 3.3M | $438M | 1.5% | $21.83 | +513.58% | 25 qtrssince 2018-Q4 | Increased 50 |
AMAZON COM INC | 1.9M | $426.5M | 1.5% | $139.20 | +57.60% | 7 qtrssince 2023-Q2 | Increased 50 |
STATE STR SPDR S&P 500 ETF T | 644,145 | $377.5M | 1.3% | $329.37 | +74.51% | 25 qtrssince 2018-Q4 | Increased 51 |
VANGUARD INDEX FDS | 665,703 | $358.7M | 1.2% | $348.28 | +51.51% | 25 qtrssince 2018-Q4 | Increased 53 |
ISHARES TR | 7.9M | $357M | 1.2% | $42.05 | +0.57% | 24 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD TAX-MANAGED FDS | 7.2M | $344.2M | 1.2% | $41.36 | +10.69% | 25 qtrssince 2018-Q4 | Increased 52 |
VANGUARD INDEX FDS | 765,902 | $314.4M | 1.1% | $32.22 | +110.65% | 25 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 3M | $308.3M | 1.1% | $78.81 | +27.91% | 25 qtrssince 2018-Q4 | Increased 50 |
BLACKROCK ETF TRUST | 5.4M | $274.4M | 0.9% | $44.31 | +13.62% | 20 qtrssince 2020-Q1 | Increased 45 |
VANGUARD INDEX FDS | 1.4M | $245.1M | 0.8% | $107.57 | +51.74% | 25 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 3.8M | $235.9M | 0.8% | $40.23 | +47.07% | 25 qtrssince 2018-Q4 | Increased 44 |
ALPHABET INC | 1.2M | $235.8M | 0.8% | $95.42 | +97.22% | 25 qtrssince 2018-Q4 | Increased 46 |
META PLATFORMS INC | 393,398 | $230.3M | 0.8% | $278.54 | +109.01% | 25 qtrssince 2018-Q4 | Increased 46 |
ISHARES TR | 3.1M | $217.7M | 0.8% | $59.19 | +14.49% | 25 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 539,463 | $216.6M | 0.7% | $47.54 | +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
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