Latest MML INVESTORS SERVICES, LLC Stock Portfolio
MML INVESTORS SERVICES, LLC Performance:
2025 Q2: 11.6%YTD: 9.36%2024: 8.73%
Performance for 2025 Q2 is 11.6%, and YTD is 9.36%, and 2024 is 8.73%.
About MML INVESTORS SERVICES, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, MML INVESTORS SERVICES, LLC reported an equity portfolio of $34.6 Billions as of 30 Jun, 2025.
The top stock holdings of MML INVESTORS SERVICES, LLC are IJR, MSFT, IBCE. The fund has invested 3.5% of it's portfolio in ISHARES TR and 1.9% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off DISCOVER FINL SVCS (DFS), ISHARES TR (AAXJ) and TIDAL TR II stocks. They significantly reduced their stock positions in WISDOMTREE TR (JAMF), WISDOMTREE TR (AGZD) and T ROWE PRICE ETF INC (TAGG). MML INVESTORS SERVICES, LLC opened new stock positions in BLACKROCK ETF TRUST (BECO), TIDAL TRUST I (ACSI) and FEDERATED HERMES ETF TRUST (FCSH). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AGT), FIDELITY COVINGTON TRUST (FBCG) and OREILLY AUTOMOTIVE INC (ORLY).
The top stock holdings of MML INVESTORS SERVICES, LLC are IJR, MSFT, IBCE. The fund has invested 3.5% of it's portfolio in ISHARES TR and 1.9% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off DISCOVER FINL SVCS (DFS), ISHARES TR (AAXJ) and TIDAL TR II stocks. They significantly reduced their stock positions in WISDOMTREE TR (JAMF), WISDOMTREE TR (AGZD) and T ROWE PRICE ETF INC (TAGG). MML INVESTORS SERVICES, LLC opened new stock positions in BLACKROCK ETF TRUST (BECO), TIDAL TRUST I (ACSI) and FEDERATED HERMES ETF TRUST (FCSH). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AGT), FIDELITY COVINGTON TRUST (FBCG) and OREILLY AUTOMOTIVE INC (ORLY).
MML INVESTORS SERVICES, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that MML INVESTORS SERVICES, LLC made a return of 11.6% in the last quarter. In trailing 12 months, it's portfolio return was 13.35%.
New Buys
| Ticker | $ Bought |
|---|---|
| blackrock etf trust | 50,391,000 |
| tidal trust i | 13,549,000 |
New stocks bought by MML INVESTORS SERVICES, LLC
Additions
| Ticker | % Inc. |
|---|---|
| ishares tr | 10,879 |
| putnam etf trust | 1,525 |
| first tr exchng traded fd vi | 895 |
| j p morgan exchange traded f | 887 |
| blackrock etf trust | 831 |
| ishares tr | 662 |
| spdr index shs fds | 517 |
| capital one finl corp | 456 |
Additions to existing portfolio by MML INVESTORS SERVICES, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ishares inc | -79.03 |
| vanguard scottsdale fds | -60.37 |
| invesco exchange traded fd t | -47.51 |
| ishares tr | -39.46 |
| pacer fds tr | -36.48 |
| select sector spdr tr | -35.56 |
| merck & co inc | -33.94 |
| pacer fds tr | -31.88 |
MML INVESTORS SERVICES, LLC reduced stake in above stock
Sold off
Sector Distribution
MML INVESTORS SERVICES, LLC has about 67.6% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 67.6 |
| Technology | 9.8 |
| Financial Services | 4.4 |
| Consumer Cyclical | 3.6 |
| Industrials | 3.1 |
| Communication Services | 3.1 |
| Healthcare | 3 |
| Consumer Defensive | 1.9 |
| Utilities | 1.6 |
Market Cap. Distribution
MML INVESTORS SERVICES, LLC has about 30.1% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 67.6 |
| LARGE-CAP | 15.1 |
| MEGA-CAP | 15 |
| MID-CAP | 1.4 |
Stocks belong to which Index?
About 29.7% of the stocks held by MML INVESTORS SERVICES, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 70.3 |
| S&P 500 | 28 |
| RUSSELL 2000 | 1.7 |
MML INVESTORS SERVICES, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of MML INVESTORS SERVICES, LLC
MML INVESTORS SERVICES, LLC has 2786 stocks in it's portfolio. About 16.9% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. AMPS was the most profitable stock for MML INVESTORS SERVICES, LLC last quarter.
Last Reported on: 14 Aug, 2025| Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| IJR | ishares tr | 3.55 | 1,982,040 | 1,230,650,000 | reduced | -14.75 | ||
Historical Trend of ISHARES TR Position Held By MML INVESTORS SERVICES, LLCWhat % of Portfolio is IJR?:Number of IJR shares held:Change in No. of Shares Held: | ||||||||
| MSFT | microsoft corp | 1.86 | 1,294,470 | 643,882,000 | added | 3.95 | ||
| IBCE | ishares tr | 1.82 | 3,454,290 | 631,514,000 | added | 1.3 | ||
| NVDA | nvidia corporation | 1.66 | 3,630,810 | 573,632,000 | added | 7.07 | ||
| AAPL | apple inc | 1.52 | 2,562,080 | 525,661,000 | added | 6.07 | ||
| QQQ | invesco qqq tr | 1.50 | 943,903 | 520,695,000 | added | 2.97 | ||
| AMZN | amazon com inc | 1.36 | 2,153,210 | 472,393,000 | added | 6.11 | ||
| VEA | vanguard tax-managed fds | 1.25 | 7,627,540 | 434,846,000 | added | 0.07 | ||
| SPY | spdr s&p 500 etf tr | 1.23 | 689,431 | 425,965,000 | added | 0.84 | ||
| VB | vanguard index fds | 1.19 | 726,952 | 412,930,000 | added | 1.78 | ||
| ACWF | ishares tr | 1.09 | 8,180,460 | 378,183,000 | reduced | -2.1 | ||
| IJR | ishares tr | 1.06 | 3,333,900 | 367,063,000 | added | 0.42 | ||
| AAXJ | ishares tr | 1.04 | 5,691,240 | 361,280,000 | added | 68.63 | ||
| BECO | blackrock etf trust | 1.04 | 6,604,600 | 359,686,000 | added | 9.72 | ||
| VB | vanguard index fds | 0.99 | 785,410 | 344,324,000 | added | 7.72 | ||
| META | meta platforms inc | 0.92 | 434,236 | 320,506,000 | added | 4.53 | ||
| IBCE | ishares tr | 0.89 | 3,676,490 | 306,914,000 | added | 12.15 | ||
| EMGF | ishares inc | 0.86 | 4,964,750 | 298,034,000 | added | 56.01 | ||
| ACWF | ishares tr | 0.84 | 4,534,980 | 289,967,000 | added | 25.94 | ||
| IJR | ishares tr | 0.79 | 1,396,050 | 272,817,000 | added | 19.91 | ||
