MassMutual Private Wealth & Trust, FSB
All holdings · as of Mar 31, 2026
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $171.85M | 4.7% |
| Apple Inc. | $170.28M | 4.6% |
| Vanguard Mid-Cap ETF | $147.72M | 4.0% |
| MICROSOFT CORP | $136.65M | 3.7% |
| Vanguard FTSE Developed Markets ETF | $99.62M | 2.7% |
| Amazon.com Inc | $93.09M | 2.5% |
| Alphabet Inc. | $87.55M | 2.4% |
| JPMORGAN CHASE & CO | $75.86M | 2.1% |
| Broadcom Inc. | $66.67M | 1.8% |
| Alphabet Inc. | $63.35M | 1.7% |
| CHEVRON CORP | $59.08M | 1.6% |
| iShares MSCI EAFE ETF | $58.98M | 1.6% |
| Meta Platforms Inc | $56.85M | 1.5% |
| Dimensional US Small Cap ETF | $52.31M | 1.4% |
| iShares Core S&P Mid-Cap ETF | $47.87M | 1.3% |
| JOHNSON & JOHNSON | $45.29M | 1.2% |
| Visa Inc | $44.80M | 1.2% |
| Walmart Inc. | $44.16M | 1.2% |
| Warren E. Buffett | $43.32M | 1.2% |
| RTX Corp | $42.14M | 1.1% |
| CISCO SYSTEMS, INC. | $41.08M | 1.1% |
| MCDONALD'S CORP | $38.98M | 1.1% |
| HOME DEPOT, INC. | $38.90M | 1.1% |
| PROCTER & GAMBLE Co | $38.01M | 1.0% |
| AbbVie Inc. | $36.58M | 1.0% |
| SPDR S&P MidCap 400 ETF Trust | $35.19M | 1.0% |
| iShares Core MSCI EAFE ETF | $34.29M | 0.9% |
| iShares Core S&P Small-Cap ETF | $34.28M | 0.9% |
| CATERPILLAR INC | $34.14M | 0.9% |
| Vanguard Information Technology ETF | $33.01M | 0.9% |
| BANK OF AMERICA CORP /DE | $31.54M | 0.9% |
| Chubb Ltd | $31.26M | 0.9% |
| AMERIPRISE FINANCIAL INC | $31.04M | 0.8% |
| Vanguard Short-Term Treasury ETF | $29.33M | 0.8% |
| EXXON MOBIL CORP | $28.80M | 0.8% |
| NEXTERA ENERGY INC | $28.26M | 0.8% |
| Schwab Short-Term U.S. Treasury ETF | $27.79M | 0.8% |
| THERMO FISHER SCIENTIFIC INC. | $26.13M | 0.7% |
| ELI LILLY & Co | $25.77M | 0.7% |
| O REILLY AUTOMOTIVE INC | $25.57M | 0.7% |
| ECOLAB INC. | $25.26M | 0.7% |
| Booking Holdings Inc | $24.98M | 0.7% |
| PEPSICO INC | $23.73M | 0.6% |
| VERIZON COMMUNICATIONS INC | $23.53M | 0.6% |
| STRYKER CORP | $22.71M | 0.6% |
| L3HARRIS TECHNOLOGIES, INC. /DE | $22.06M | 0.6% |
| LINCOLN ELECTRIC HOLDINGS INC | $21.42M | 0.6% |
| iShares Core MSCI Emerging Markets ETF | $20.73M | 0.6% |
| Avantis Emerging Markets Equity ETF | $20.53M | 0.6% |
| HONEYWELL INTERNATIONAL INC | $19.54M | 0.5% |