Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
ISHARES TR (IVV) | 2,625,905 | +261,491 | $1,254,211 |
IVV | 2,625,905 | +261,491 | $1,254,211 |
MICROSOFT CORP | 1,111,304 | +110,861 | $417,895 |
MSFT | 1,111,304 | +110,861 | $417,895 |
APPLE INC | 2,033,552 | +129,697 | $391,520 |
AAPL | 2,033,552 | +129,697 | $391,520 |
INVESCO QQQ TR | 877,856 | +64,629 | $359,499 |
QQQ | 877,856 | +64,629 | $359,499 |
ISHARES TR (QUAL) | 2,268,401 | +303,136 | $333,773 |
QUAL | 2,268,401 | +303,136 | $333,773 |
SPDR S&P 500 ETF TR (SPY) | 597,070 | +45,991 | $283,794 |
SPY | 597,070 | +45,991 | $283,794 |
AMAZON COM INC | 1,723,432 | +139,227 | $261,858 |
AMZN | 1,723,432 | +139,227 | $261,858 |
VANGUARD TAX MANAGED FDS (VEA) | 5,108,204 | +692,197 | $244,683 |
VEA | 5,108,204 | +692,197 | $244,683 |
ISHARES TR (IUSB) | 5,137,998 | -447,914 | $236,708 |
IUSB | 5,137,998 | -447,914 | $236,708 |
VANGUARD INDEX FDS (VOO) | 536,287 | +69,619 | $234,250 |
VOO | 536,287 | +69,619 | $234,250 |
VANGUARD INDEX FDS (VUG) | 733,213 | +49,768 | $227,941 |
VUG | 733,213 | +49,768 | $227,941 |
VANGUARD INDEX FDS (VTV) | 1,366,097 | -6,793 | $204,232 |
VTV | 1,366,097 | -6,793 | $204,232 |
ISHARES TR (IEFA) | 2,454,380 | +156,882 | $172,666 |
IEFA | 2,454,380 | +156,882 | $172,666 |
ISHARES TR (EFV) | 3,303,488 | -472,796 | $172,112 |
EFV | 3,303,488 | -472,796 | $172,112 |
ISHARES TR (DGRO) | 3,164,171 | -244,935 | $170,296 |
DGRO | 3,164,171 | -244,935 | $170,296 |
ALPHABET INC | 1,205,441 | +153,582 | $168,388 |
GOOGL | 1,205,441 | +153,582 | $168,388 |
ISHARES TR (MUB) | 1,500,005 | -3,001 | $162,616 |
MUB | 1,500,005 | -3,001 | $162,616 |
NVIDIA CORPORATION | 321,031 | +25,276 | $158,981 |
NVDA | 321,031 | +25,276 | $158,981 |
ISHARES TR (IJH) | 562,112 | -160,141 | $155,789 |
IJH | 562,112 | -160,141 | $155,789 |
ISHARES TR (IWF) | 513,379 | +7,673 | $155,641 |
IWF | 513,379 | +7,673 | $155,641 |
JPMORGAN CHASE & CO | 811,614 | +92,601 | $138,056 |
JPM | 811,614 | +92,601 | $138,056 |
ISHARES TR (IJR) | 1,227,256 | +51,094 | $132,851 |
IJR | 1,227,256 | +51,094 | $132,851 |
ISHARES INC (IEMG) | 2,537,362 | -124,600 | $128,340 |
IEMG | 2,537,362 | -124,600 | $128,340 |
J P MORGAN EXCHANGE TRADED F (JEPI) | 2,219,551 | -7,788 | $122,031 |
JEPI | 2,219,551 | -7,788 | $122,031 |
ISHARES TR (ESGU) | 1,141,320 | +44,388 | $119,747 |
ESGU | 1,141,320 | +44,388 | $119,747 |
META PLATFORMS INC | 333,567 | +48,523 | $118,069 |
META | 333,567 | +48,523 | $118,069 |
ISHARES TR (MBB) | 1,234,341 | +81,445 | $116,127 |
MBB | 1,234,341 | +81,445 | $116,127 |
SCHWAB STRATEGIC TR | 1,511,786 | +123,211 | $115,092 |
SCHD | 1,511,786 | +123,211 | $115,092 |
VISA INC | 437,565 | +87,729 | $113,920 |
V | 437,565 | +87,729 | $113,920 |
ISHARES TR (EFG) | 1,112,588 | -550,629 | $107,754 |
EFG | 1,112,588 | -550,629 | $107,754 |
ISHARES TR (AGG) | 1,068,147 | +170,666 | $106,014 |
AGG | 1,068,147 | +170,666 | $106,014 |
ISHARES TR (TLT) | 1,007,332 | -41,329 | $99,605 |
TLT | 1,007,332 | -41,329 | $99,605 |
ISHARES TR (IYW) | 802,198 | +195,538 | $98,470 |
IYW | 802,198 | +195,538 | $98,470 |
VANGUARD INTL EQUITY INDEX F (VWO) | 2,393,148 | +132,564 | $98,358 |
VWO | 2,393,148 | +132,564 | $98,358 |
ISHARES TR (LQD) | 887,413 | +261,058 | $98,201 |
LQD | 887,413 | +261,058 | $98,201 |
HOME DEPOT INC | 281,564 | +26,307 | $97,576 |
HD | 281,564 | +26,307 | $97,576 |
VANGUARD INDEX FDS (VTI) | 410,885 | +57,046 | $97,470 |
VTI | 410,885 | +57,046 | $97,470 |
ISHARES TR (TFLO) | 1,927,318 | +181,625 | $97,272 |
TFLO | 1,927,318 | +181,625 | $97,272 |
VANGUARD BD INDEX FDS (BND) | 1,313,001 | -53,260 | $96,571 |
BND | 1,313,001 | -53,260 | $96,571 |
SCHWAB STRATEGIC TR | 1,154,482 | +273,515 | $95,776 |
SCHG | 1,154,482 | +273,515 | $95,776 |
FIDELITY COVINGTON TRUST | 3,574,215 | +3,574,215 | $93,752 |
FELG | 3,574,215 | +3,574,215 | $93,752 |
ISHARES TR (IWY) | 510,123 | +13,375 | $89,384 |
IWY | 510,123 | +13,375 | $89,384 |
UNITEDHEALTH GROUP INC | 168,306 | +23,907 | $88,608 |
UNH | 168,306 | +23,907 | $88,608 |
CHEVRON CORP NEW | 585,489 | +104,832 | $87,331 |
CVX | 585,489 | +104,832 | $87,331 |
ABBVIE INC | 553,791 | +72,822 | $85,821 |
ABBV | 553,791 | +72,822 | $85,821 |
ALPHABET INC | 606,850 | +68,305 | $85,523 |
GOOG | 606,850 | +68,305 | $85,523 |
VANGUARD SPECIALIZED FUNDS (VIG) | 498,088 | +36,285 | $84,874 |
VIG | 498,088 | +36,285 | $84,874 |
BERKSHIRE HATHAWAY INC DEL | $84,231 | ||
BRK.B | 236,166 | +18,540 | $84,231 |
ISHARES TR (USMV) | 1,068,806 | -410,363 | $83,399 |
USMV | 1,068,806 | -410,363 | $83,399 |
ISHARES TR (IVW) | 1,081,027 | +22,046 | $81,185 |
IVW | 1,081,027 | +22,046 | $81,185 |
See Full List: All Stocks Held By MML Investors Services LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By MML Investors Services LLC
Size ($ in 1000's)
At 12/31/2023: $21,685,389 At 09/30/2023: $18,092,645 MML Investors Services LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from MML Investors Services LLC 13F filings. Link to 13F filings: SEC filings |