HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 Microsoft Corp |
379,487 | -3,206 | $159,658 |
| MSFT | 379,487 | -3,206 | $159,658 |
| Apple Inc |
713,674 | -6,464 | $122,381 |
| AAPL | 713,674 | -6,464 | $122,381 |
| Vanguard Mid Cap ETF (VO) |
468,001 | +2,562 | $116,935 |
| VO | 468,001 | +2,562 | $116,935 |
| NVIDIA Corp |
119,156 | -13,875 | $107,665 |
| NVDA | 119,156 | -13,875 | $107,665 |
| Amazon.com Inc |
440,719 | -5,539 | $79,497 |
| AMZN | 440,719 | -5,539 | $79,497 |
| iShares Core S&P Mid Cap ETF (IJH) |
1,073,840 | +836,927 | $65,225 |
| IJH | 1,073,840 | +836,927 | $65,225 |
| Vanguard FTSE Developed Markets ETF (VEA) |
1,293,714 | +43,749 | $64,906 |
| VEA | 1,293,714 | +43,749 | $64,906 |
| JPMorgan Chase & Co |
312,932 | -5,566 | $62,680 |
| JPM | 312,932 | -5,566 | $62,680 |
| iShares MSCI EAFE ETF (EFA) |
773,208 | -68,735 | $61,748 |
| EFA | 773,208 | -68,735 | $61,748 |
| Dimensional US Small Cap ETF (DFAS) |
964,667 | +14,921 | $60,137 |
| DFAS | 964,667 | +14,921 | $60,137 |
| Alphabet Inc |
387,816 | -5,733 | $58,533 |
| GOOGL | 387,816 | -5,733 | $58,533 |
| Chevron Corp |
308,752 | +14,672 | $48,703 |
| CVX | 308,752 | +14,672 | $48,703 |
| Meta Platforms Inc |
98,591 | -407 | $47,874 |
| META | 98,591 | -407 | $47,874 |
| Procter & Gamble Co The |
287,911 | -2,281 | $46,714 |
| PG | 287,911 | -2,281 | $46,714 |
| Visa Inc |
162,270 | -1,041 | $45,286 |
| V | 162,270 | -1,041 | $45,286 |
| Home Depot Inc The |
114,146 | +1,272 | $43,786 |
| HD | 114,146 | +1,272 | $43,786 |
| PepsiCo Inc |
216,710 | +3,826 | $37,926 |
| PEP | 216,710 | +3,826 | $37,926 |
| Johnson & Johnson |
236,484 | +8,239 | $37,409 |
| JNJ | 236,484 | +8,239 | $37,409 |
| Adobe Inc |
73,565 | +459 | $37,121 |
| ADBE | 73,565 | +459 | $37,121 |
| AbbVie INC |
192,379 | -19,622 | $35,032 |
| ABBV | 192,379 | -19,622 | $35,032 |
| Schwab Short Term U.S. Treasury ETF (SCHO) |
696,162 | +329,761 | $33,562 |
| SCHO | 696,162 | +329,761 | $33,562 |
| McDonald s Corp |
117,967 | +1,706 | $33,261 |
| MCD | 117,967 | +1,706 | $33,261 |
| Alphabet Inc |
212,978 | +6,446 | $32,428 |
| GOOG | 212,978 | +6,446 | $32,428 |
| SPDR S&P MidCap 400 ETF Trust (MDY) |
58,188 | +1,695 | $32,376 |
| MDY | 58,188 | +1,695 | $32,376 |
| Ameriprise Financial Inc |
73,066 | -199 | $32,035 |
| AMP | 73,066 | -199 | $32,035 |
 Berkshire Hathaway Inc |
$31,761 | ||
| BRK.B | 74,021 | +6,040 | $31,127 |
| BRK.A | 1 | UNCH | $634 |
| iShares Core S&P Small Cap ETF (IJR) |
283,333 | -34,523 | $31,314 |
| IJR | 283,333 | -34,523 | $31,314 |
| Vanguard Short Term Treasury ETF (VGSH) |
522,107 | +8,690 | $30,319 |
| VGSH | 522,107 | +8,690 | $30,319 |
| Thermo Fisher Scientific INC |
50,214 | +2,385 | $29,185 |
| TMO | 50,214 | +2,385 | $29,185 |
| Starbucks Corp |
318,496 | +5,939 | $29,107 |
| SBUX | 318,496 | +5,939 | $29,107 |
| Bank of America Corp |
709,008 | +37,345 | $26,886 |
| BAC | 709,008 | +37,345 | $26,886 |
| Cisco Systems Inc |
518,651 | +21,792 | $25,886 |
| CSCO | 518,651 | +21,792 | $25,886 |
| iShares Core MSCI Emerging Markets ETF (IEMG) |
475,167 | -4,273 | $24,519 |
| IEMG | 475,167 | -4,273 | $24,519 |
| Danaher Corp |
97,437 | +4,818 | $24,332 |
| DHR | 97,437 | +4,818 | $24,332 |
| O Reilly Automotive Inc |
21,371 | +75 | $24,125 |
| ORLY | 21,371 | +75 | $24,125 |
| UnitedHealth Group Inc |
48,249 | -2,446 | $23,869 |
| UNH | 48,249 | -2,446 | $23,869 |
| Stryker Corp |
65,532 | +7,211 | $23,452 |
| SYK | 65,532 | +7,211 | $23,452 |
| Chubb Ltd |
89,710 | +1,775 | $23,247 |
| CB | 89,710 | +1,775 | $23,247 |
| Walmart Inc |
385,642 | +260,639 | $23,204 |
| WMT | 385,642 | +260,639 | $23,204 |
| Vanguard Information Technology ETF (VGT) |
43,411 | +575 | $22,762 |
| VGT | 43,411 | +575 | $22,762 |
| RTX Corp |
231,324 | +30,950 | $22,561 |
| RTX | 231,324 | +30,950 | $22,561 |
| Honeywell International Inc |
108,640 | +4,246 | $22,298 |
| HON | 108,640 | +4,246 | $22,298 |
| Fiserv Inc |
135,334 | +2,268 | $21,629 |
| FI | 135,334 | +2,268 | $21,629 |
| Caterpillar Inc |
57,859 | -1,796 | $21,201 |
| CAT | 57,859 | -1,796 | $21,201 |
| Vanguard Real Estate ETF (VNQ) |
244,939 | +6,982 | $21,182 |
| VNQ | 244,939 | +6,982 | $21,182 |
| BlackRock Inc |
24,778 | -1,103 | $20,657 |
| BLK | 24,778 | -1,103 | $20,657 |
| Verizon Communications Inc |
486,732 | +72,252 | $20,423 |
| VZ | 486,732 | +72,252 | $20,423 |
| Ecolab Inc |
85,823 | +3,772 | $19,817 |
| ECL | 85,823 | +3,772 | $19,817 |
| Broadcom Inc |
14,541 | -185 | $19,273 |
| AVGO | 14,541 | -185 | $19,273 |
| Lincoln Electric Holdings Inc |
75,077 | +2,096 | $19,178 |
| LECO | 75,077 | +2,096 | $19,178 |
See Full List: All Stocks Held By Massmutual Trust Co. FSB ADV
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Massmutual Trust Co. FSB ADV
|
Size ($ in 1000's)
At 03/31/2024: $3,213,731 At 12/31/2023: $2,980,930 Massmutual Trust Co. FSB ADV holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Massmutual Trust Co. FSB ADV 13F filings. Link to 13F filings: SEC filings |
