MML INVESTORS SERVICES, LLC
Institutional investor · Portfolio as of Q4 2025
Top Holdings3,037 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 1.8M | $1.3B | 3.1% | $387.17 | +78.20% | 29 qtrssince 2018-Q4 | Increased 61 |
APPLE INC | 2.8M | $755.3M | 1.8% | $200.60 | +35.16% | 11 qtrssince 2023-Q2 | Increased 53 |
NVIDIA CORP | 3.8M | $711.8M | 1.7% | $119.92 | +56.38% | 29 qtrssince 2018-Q4 | Increased 52 |
MICROSOFT CORP | 1.4M | $694.5M | 1.7% | $264.27 | +81.85% | 29 qtrssince 2018-Q4 | Increased 54 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 905,369 | $556.2M | 1.4% | $377.06 | +64.28% | 11 qtrssince 2023-Q2 | Increased 50 |
AMAZON.COM INC | 2.3M | $532.5M | 1.3% | $150.29 | +54.72% | 11 qtrssince 2023-Q2 | Increased 52 |
BLACKROCK ETF TRUST | 8.6M | $525.6M | 1.3% | $49.14 | +24.65% | 24 qtrssince 2020-Q1 | Increased 56 |
VANGUARD FTSE DEVELOPED ETF | 8.3M | $521.4M | 1.3% | $44.32 | +41.69% | 29 qtrssince 2018-Q4 | Increased 55 |
VANGUARD S&P 500 ETF | 801,052 | $502.4M | 1.2% | $389.01 | +62.39% | 29 qtrssince 2018-Q4 | Increased 52 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 730,587 | $498.2M | 1.2% | $364.99 | +88.23% | 29 qtrssince 2018-Q4 | Increased 51 |
ISHARES CORE MSCI EMERGING | 7.3M | $490.1M | 1.2% | $56.72 | +18.81% | 29 qtrssince 2018-Q4 | Increased 62 |
ALPHABET INC-CL A | 1.5M | $461.7M | 1.1% | $122.96 | +155.25% | 29 qtrssince 2018-Q4 | Decreased 0 |
ISHARES S&P 500 GROWTH ETF | 3.6M | $449.3M | 1.1% | $85.77 | +44.76% | 29 qtrssince 2018-Q4 | Increased 55 |
ISHARES S&P 500/BARRA VALUE | 2.1M | $446.1M | 1.1% | $190.61 | +12.04% | 29 qtrssince 2018-Q4 | Increased 68 |
SCHWAB US LARGE-CAP GROWTH | 11.7M | $382.5M | 0.9% | $27.86 | +18.01% | 29 qtrssince 2018-Q4 | Increased 50 |
VANGUARD GROWTH ETF | 773,761 | $377.5M | 0.9% | $37.32 | +117.41% | 29 qtrssince 2018-Q4 | Increased 46 |
ISHARES MSCI USA QUALITY FAC | 1.9M | $367.6M | 0.9% | $139.24 | +43.71% | 29 qtrssince 2018-Q4 | Decreased 0 |
ISHARES CORE MSCI EAFE ETF | 4.1M | $367.5M | 0.9% | $66.13 | +35.89% | 29 qtrssince 2018-Q4 | Increased 51 |
ISHARES TR | 7.4M | $346.2M | 0.8% | $42.33 | +7.27% | 28 qtrssince 2019-Q1 | Increased 47 |
META PLATFORMS INC-CLASS A | 509,244 | $336.1M | 0.8% | $368.51 | +80.72% | 29 qtrssince 2018-Q4 | Increased 49 |
MML INVESTORS SERVICES, LLC manages $41B across 3037 positions as of Q4 2025. Top holdings: IVV (3.1%), AAPL (1.8%), NVDA (1.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 293 new positions, 135 exits, 1982 increased. Top move: IVE (INCREASED, conviction 68). Portfolio: $41.0B across 3037 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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