Mml Investors Services, LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Mml Investors Services, LLC

CIK Number: 0000701059

34.65B
Market Value
2,543
# of Holdings
16 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 14, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 IVV iShares Core S&...
660.91
+0.83% 2.33M +3.33% 1.31B 396.48 4.35% Share
2 QUAL iShares MSCI US...
191.55
+1.04% 3.41M +11.18% 582.74M 142.99 1.94% Share
3 AAPL Apple Inc.
230.03
+1.43% 2.42M +3.28% 536.52M 197.28 1.79% Share
4 MSFT Microsoft Corpo...
501.01
+0.13% 1.25M +6.27% 467.45M 233.18 1.56% Share
5 QQQ Invesco QQQ Tru...
584.09
+0.58% 916.71K +1.10% 429.86M 378.54 1.43% Share
6 VEA Vanguard Develo...
60.07
+1.11% 7.62M +5.88% 387.42M 46.82 1.29% Share
7 AMZN Amazon.com, Inc...
229.95
-0.16% 2.03M +4.37% 386.08M 141.36 1.29% Share
8 IUSB iShares Core To...
46.87
+0.19% 8.36M +5.79% 385.03M 47.86 1.28% Share
9 SPY SPDR S&P 500 ET...
657.61
+0.83% 683.71K +6.14% 382.46M 362.65 1.27% Share
10 NVDA NVIDIA Corporat...
177.06
-0.15% 3.39M +3.97% 367.52M 25.75 1.22% Share
11 VOO Vanguard S&P 50...
604.58
+0.82% 714.23K +7.29% 367.05M 378.19 1.22% Share
12 IVW iShares S&P 500...
118.83
+0.49% 3.32M +9.33% 308.2M 81.35 1.03% Share
13 DYNF BlackRock U.S. ...
58.23
+0.61% 6.02M +12.45% 293.52M 45.74 0.98% Share
14 VUG Vanguard Growth...
469.69
+0.53% 729.11K -4.8% 270.37M 197.56 0.90% Share
15 IEFA iShares Core MS...
87.33
+1.05% 3.28M +5.85% 248M 67.46 0.83% Share
16 META Meta Platforms,...
750.90
-0.14% 415.4K +5.59% 239.42M 300.89 0.80% Share
17 VTV Vanguard Value ...
186.08
+1.23% 1.34M -7.36% 231.69M 121.98 0.77% Share
18 DGRO iShares Core Di...
68.03
+1.04% 3.6M -6.39% 222.46M 45.11 0.74% Share
19 IVE iShares S&P 500...
204.39
+1.24% 1.16M +55.45% 221.88M 182.1 0.74% Share
20 JPM JPMorgan Chase ...
305.50
+1.65% 896.98K +3.57% 220.03M 137.08 0.73% Share
21 GOOGL Alphabet Inc.
240.37
+0.50% 1.32M +5.83% 203.87M 100.39 0.68% Share
22 IWF iShares Russell...
458.61
+0.52% 551.97K +2.32% 199.31M 195.93 0.66% Share
23 EFV iShares MSCI EA...
68.16
+1.04% 3.38M -10.09% 198.92M 53.46 0.66% Share
24 MUB iShares Nationa...
106.47
+0.36% 1.82M +5.99% 191.89M 110.71 0.64% Share
25 IJH iShares Core S&...
66.52
+1.68% 3.25M +12.14% 189.4M 47.99 0.63% Share
26 JEPI JPMorgan Equity...
57.24
+0.60% 3.2M +17.06% 182.8M 55.43 0.61% Share
27 SCHG Schwab U.S. Lar...
31.32
+0.66% 7.07M +12.34% 176.92M 19.71 0.59% Share
28 IEMG iShares Core MS...
64.81
+1.23% 3.18M +42.12% 171.75M 51.97 0.57% Share
29 MBB iShares MBS ETF
95.46
+0.18% 1.81M -7.18% 170.09M 95.25 0.57% Share
30 SCHD Schwab U.S. Div...
27.73
+0.82% 5.87M +8.96% 164.21M 24.36 0.55% Share
31 XLF Financial Selec...
54.04
+1.66% 3.29M +15.52% 163.89M 42.72 0.55% Share
32 FELG Fidelity Coving...
40.13
+0.39% 4.97M +3.96% 156.53M 27.39 0.52% Share
33 V Visa Inc.
343.48
+1.59% 444.4K +6.40% 155.74M 200.96 0.52% Share
34 BRK-B Berkshire Hatha...
496.91
+1.39% 292.15K +4.73% 155.59M 366.76 0.52% Share
35 AGG iShares Core U....
100.63
+0.19% 1.55M +27.87% 152.99M 102.91 0.51% Share
36 CGDV Capital Group D...
42.13
+0.45% 4M +8.82% 142.63M 29.33 0.47% Share
37 BND Vanguard Total ...
74.66
+0.21% 1.76M +3.21% 129.33M 75.58 0.43% Share
38 IYW iShares U.S. Te...
187.93
+0.29% 920K +8.19% 129.21M 99.16 0.43% Share
39 IJR iShares Core S&...
120.07
+2.08% 1.23M +9.39% 128.8M 93.5 0.43% Share
40 ABBV AbbVie Inc.
220.19
+4.04% 606.93K +0.98% 127.16M 121.53 0.42% Share
41 GLD SPDR Gold Share...
334.70
-0.17% 429.64K +16.91% 123.8M 188.63 0.41% Share
42 EFG iShares MSCI EA...
113.73
+1.21% 1.23M -41.31% 123.48M 94.46 0.41% Share
43 VTI Vanguard Total ...
324.77
+0.92% 440.98K +0.02% 121.2M 199.98 0.40% Share
44 VWO Vanguard Emergi...
53.57
+1.23% 2.62M +2.91% 118.58M 43.8 0.39% Share
45 LLY Eli Lilly and C...
755.95
+0.18% 135.34K +6.55% 111.78M 430.15 0.37% Share
46 VIG Vanguard Divide...
216.56
+0.90% 564.73K +0.35% 109.55M 124.79 0.36% Share
47 HD The Home Depot,...
423.33
+2.44% 298.57K +6.17% 109.42M 260.72 0.36% Share
48 COWZ Pacer US Cash C...
57.88
+0.91% 1.94M -11.88% 106.19M 50.6 0.35% Share
49 COST Costco Wholesal...
964.32
+0.84% 111.25K +2.78% 105.22M 496.77 0.35% Share
50 SPLG SPDR Portfolio ...
77.37
+0.81% 1.57M -0.55% 103.33M 54.28 0.34% Share
51 GOOG Alphabet Inc.
240.78
+0.51% 656.33K +4.74% 102.54M 96.87 0.34% Share
52 IWY iShares Russell...
266.37
+0.43% 480.6K -18.34% 101.38M 149.88 0.34% Share
53 EMXC iShares MSCI Em...
66.33
+0.73% 1.84M -17.78% 101.33M 57.28 0.34% Share
54 RSP Invesco S&P 500...
190.32
+1.49% 583.1K +43.01% 101.01M 156.08 0.34% Share
55 TLH iShares 10-20 Y...
103.92
+0.42% 968.86K +156.15% 100.52M 105.37 0.33% Share
56 PM Philip Morris I...
167.91
+1.57% 613.45K +5.97% 97.37M 97.67 0.32% Share
57 CGGR Capital Group G...
43.66
+0.84% 2.8M +13.33% 95.92M 26.85 0.32% Share
58 MA Mastercard Inco...
588.73
+1.61% 171.06K +1.15% 93.76M 301.45 0.31% Share
59 QQQM Invesco NASDAQ ...
240.45
+0.58% 477.83K +5.07% 92.23M 166.31 0.31% Share
60 BINC Blackrock Etf T...
53.27
+0.10% 1.76M +7.10% 92.06M 52.22 0.31% Share
61 WMT Walmart Inc.
102.63
+2.21% 1.05M +1.42% 91.99M 44.46 0.31% Share
62 LQD iShares iBoxx $...
112.20
+0.46% 844.53K +2.81% 91.79M 110.06 0.31% Share
63 CGUS Capital Group C...
39.48
+0.69% 2.73M +31.53% 91.22M 29.92 0.30% Share
64 IAU iShares Gold Tr...
68.53
-0.17% 1.54M +60.68% 90.99M 48.23 0.30% Share
65 NFLX Netflix, Inc.
1203.50
-3.54% 97.05K +7.53% 90.5M 522.19 0.30% Share
66 VBK Vanguard Small ...
301.19
+1.82% 358.22K -3.11% 90.19M 231.5 0.30% Share
67 AVGO Broadcom Inc.
359.63
-2.69% 537.86K +12.74% 90.05M 83.97 0.30% Share
68 HEFA iShares Currenc...
39.42
+0.73% 2.44M +93.57% 88.47M 35.43 0.29% Share
69 TSLA Tesla, Inc.
368.81
+6.04% 339.21K +4.82% 87.91M 171.48 0.29% Share
70 BUFR FT Vest Laddere...
33.16
+0.35% 2.94M -1.81% 87.38M 26.12 0.29% Share
71 VB Vanguard Small ...
258.07
+1.77% 382.15K -10.37% 84.74M 182.52 0.28% Share
72 CVX Chevron Corpora...
158.25
+0.29% 501.59K -3.66% 83.91M 128.51 0.28% Share
73 VO Vanguard Mid Ca...
293.64
+1.36% 324.39K -3.76% 83.89M 174.47 0.28% Share
74 OEF iShares S&P 100...
327.03
+0.47% 302.96K +387.27% 82.05M 261.4 0.27% Share
75 XLK Technology Sele...
270.91
+0.28% 379.93K -14.25% 78.45M 157.57 0.26% Share
76 AVEM Avantis Emergin...
74.45
+0.98% 1.29M +20.70% 77.65M 61.52 0.26% Share
77 VV Vanguard Large ...
303.83
+0.80% 295.29K +0.18% 75.9M 158.13 0.25% Share
78 PG The Procter & G...
158.63
+0.81% 445.14K +3.72% 75.86M 127.14 0.25% Share
79 XOM Exxon Mobil Cor...
112.14
-0.32% 637.71K +12.89% 75.84M 87.25 0.25% Share
80 MTUM iShares MSCI US...
253.94
-0.17% 371.61K -4.6% 75.11M 199.01 0.25% Share
81 IWD iShares Russell...
203.85
+1.30% 399.1K +5.79% 75.09M 143.75 0.25% Share
82 RDVY First Trust Ris...
66.71
+1.55% 1.27M +24.80% 74.31M 50.71 0.25% Share
83 BNDX Vanguard Total ...
49.51
+0.06% 1.51M +6.32% 73.79M 52.71 0.25% Share
84 CGGO Capital Group G...
33.55
+1.07% 2.56M +18.34% 72.46M 25.17 0.24% Share
85 SHY iShares 1-3 Yea...
82.94
+0.04% 874.07K +10.76% 72.31M 83.01 0.24% Share
86 MTBA Simplify MBS ET...
50.67
+0.04% 1.43M +8.65% 71.66M 50.31 0.24% Share
87 UNH UnitedHealth Gr...
353.64
+1.98% 136.39K +1.30% 71.44M 392 0.24% Share
88 ABT Abbott Laborato...
132.65
+2.54% 534.69K +1.79% 70.93M 110.09 0.24% Share
89 TSM Taiwan Semicond...
258.82
-0.62% 423.82K +6.13% 70.35M 105.3 0.23% Share
90 VYM Vanguard High D...
142.04
+0.90% 540.35K +4.63% 69.68M 92.86 0.23% Share
91 BLK BlackRock, Inc.
1134.42
+2.86% 71.73K +1.85% 67.89M 1023.68 0.23% Share
92 VZ Verizon Communi...
44.15
+1.51% 1.47M +2.33% 66.82M 48.24 0.22% Share
93 SPYG SPDR Portfolio ...
102.90
+0.48% 829.57K -4.64% 66.67M 64.98 0.22% Share
94 JPEF JPMorgan Equity...
73.74
+0.51% 1M +192.87% 63.67M 63.91 0.21% Share
95 BSV Vanguard Short-...
78.98
+0.04% 812.11K -0.8% 63.57M 79.14 0.21% Share
96 CSCO Cisco Systems, ...
67.69
-0.65% 1.02M +5.74% 62.91M 45.7 0.21% Share
97 IEUR iShares Core MS...
67.65
+1.03% 1.04M +119.32% 62.44M 59.83 0.21% Share
98 XLC Communication S...
116.38
+1.54% 646.72K +55.18% 62.38M 79.24 0.21% Share
99 XLV Health Care Sel...
139.68
+1.71% 425.07K +25.66% 62.06M 128.55 0.21% Share
100 AJG Arthur J. Galla...
300.53
+2.51% 177.61K -5.17% 61.32M 168.05 0.20% Share
101 VONV Vanguard Russel...
89.45
+1.29% 738.74K +10.07% 60.98M 71.14 0.20% Share
102 XMHQ Invesco S&P Mid...
107.17
+2.35% 663.73K +8.62% 60.75M 90.05 0.20% Share
103 ITOT iShares Core S&...
144.19
+0.91% 497.48K +0.22% 60.7M 87.42 0.20% Share
104 SPDW SPDR Portfolio ...
42.72
+1.05% 1.65M +15.43% 59.9M 31.85 0.20% Share
105 IGSB iShares 1-5 Yea...
53.05
+0.08% 1.12M +9.80% 58.89M 52.7 0.20% Share
106 SBUX Starbucks Corpo...
82.36
-0.63% 600.04K +3.82% 58.86M 90.66 0.20% Share
107 VEU Vanguard FTSE A...
71.28
+1.12% 966.83K -17.06% 58.65M 55.38 0.20% Share
108 JEPQ JPMorgan Nasdaq...
56.41
+0.37% 1.12M +9.73% 57.95M 50.85 0.19% Share
109 XLI Industrial Sele...
152.78
+0.94% 435.25K +63.42% 57.05M 115.25 0.19% Share
110 MGV Vanguard Mega C...
137.27
+1.11% 438.7K +4.76% 56.52M 104.6 0.19% Share
111 AMGN Amgen Inc.
282.73
+1.52% 178.33K -4.31% 55.56M 242.08 0.18% Share
112 SDY SPDR S&P Divide...
141.50
+1.38% 407.85K -2.92% 55.34M 105.22 0.18% Share
113 VONG Vanguard Russel...
118.01
+0.51% 595.15K +14.82% 55.22M 73.65 0.18% Share
114 SCHF Schwab Internat...
23.25
+1.15% 2.76M +10.12% 54.61M 18.51 0.18% Share
115 SMH VanEck Semicond...
303.93
+1.03% 256.58K -0.13% 54.26M 174.45 0.18% Share
116 EFA iShares MSCI EA...
93.37
+1.07% 663.82K -5.75% 54.25M 69.48 0.18% Share
117 FBND Fidelity Total ...
46.57
+0.17% 1.17M -34.73% 53.54M 47.7 0.18% Share
118 PLTR Palantir Techno...
164.36
-1.43% 615.73K -4.15% 51.97M 17.89 0.17% Share
119 MGK Vanguard Mega C...
392.52
+0.48% 167.77K -8.09% 51.82M 221.51 0.17% Share
120 IWB iShares Russell...
361.81
+0.84% 168.78K +11.32% 51.77M 222.48 0.17% Share
121 DIS The Walt Disney...
117.06
+1.10% 524.43K -1.11% 51.76M 110.13 0.17% Share
122 RTX RTX Corporation
157.67
+1.72% 388.68K +0.27% 51.48M 99.02 0.17% Share
123 SDVY First Trust SMI...
38.64
+1.90% 1.54M +8.92% 51.47M 32.36 0.17% Share
124 PAYX Paychex, Inc.
135.46
+1.80% 333.59K +1.96% 51.47M 103.08 0.17% Share
125 CAT Caterpillar Inc...
431.35
+1.99% 155.66K +5.10% 51.34M 208.91 0.17% Share
126 KO The Coca-Cola C...
67.59
-0.34% 714.82K +3.24% 51.2M 54.87 0.17% Share
127 NEE NextEra Energy,...
71.40
+0.51% 717.63K +3.99% 50.87M 65.21 0.17% Share
128 MS Morgan Stanley
156.49
+1.54% 435.68K +45.49% 50.83M 93.77 0.17% Share
129 GS The Goldman Sac...
784.43
+1.93% 92.87K +3.22% 50.73M 361.51 0.17% Share
130 CRM Salesforce, Inc...
246.23
+1.51% 187.46K +9.74% 50.3M 231.74 0.17% Share
131 XLY Consumer Discre...
237.32
+1.91% 254.6K -13.2% 50.27M 167.33 0.17% Share
132 USMV iShares MSCI US...
94.90
+1.24% 536.27K +21.46% 50.23M 69.99 0.17% Share
133 VTEB Vanguard Tax-Ex...
50.02
+0.39% 1.01M -9.95% 50.09M 50.76 0.17% Share
134 JNJ Johnson & Johns...
178.50
+1.54% 299.3K +6.57% 49.63M 146.98 0.17% Share
135 QCOM QUALCOMM Incorp...
161.51
+1.61% 322.88K +13.74% 49.6M 122.9 0.17% Share
136 BKNG Booking Holding...
5498.00
+0.42% 10.66K -4.66% 49.12M 2510.48 0.16% Share
137 ADBE Adobe Inc.
350.55
+0.11% 127.37K +1.06% 48.85M 386.72 0.16% Share
138 CGCP Capital Group C...
22.91
+0.19% 2.17M -2.91% 48.81M 23.54 0.16% Share
139 GOVT iShares U.S. Tr...
23.20
+0.13% 2.12M +17.51% 48.74M 23.99 0.16% Share
140 SCHW The Charles Sch...
93.94
+1.84% 621.98K +4.07% 48.69M 64.95 0.16% Share
141 JPST JPMorgan Ultra-...
50.66
+0.01% 953.92K -18.82% 48.3M 50.29 0.16% Share
142 VGT Vanguard Inform...
718.69
+0.53% 86.82K +6.85% 47.09M 385.65 0.16% Share
143 BIV Vanguard Interm...
78.56
+0.14% 613.09K +6.26% 46.94M 83.01 0.16% Share
144 ACN Accenture plc
244.04
+0.38% 149.99K +10.94% 46.8M 257.97 0.16% Share
145 NOW ServiceNow, Inc...
938.41
+1.61% 58.33K +4.37% 46.44M 554.86 0.15% Share
146 UBER Uber Technologi...
94.66
+0.48% 633.23K +4.77% 46.14M 49.07 0.15% Share
147 IBM International B...
256.95
+0.03% 184.35K +7.50% 45.84M 152.27 0.15% Share
148 FBCG Fidelity Blue C...
52.64
+0.08% 1.13M +1.65% 45.34M 35.74 0.15% Share
149 VBR Vanguard Small ...
212.40
+1.71% 242.95K -8.45% 45.26M 148.82 0.15% Share
150 DFAC Dimensional U.S...
38.42
+1.08% 1.37M -5.64% 45.14M 28.87 0.15% Share