Institutional investor · Portfolio as of Q4 2024
Quarterly Portfolio Change
MML INVESTORS SERVICES, LLC manages $29M across 2658 positions as of Q4 2024. Top holdings: IVV (4.6%), AAPL (2.0%), QUAL (1.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 209 new positions, 118 exits, 1608 increased. Top move: IVV (INCREASED, conviction 47). Portfolio: $29M across 2658 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile