Top 50 Mml Investors Services, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 3.3% | 1.82M | $1.19B | -1.35%(-24.97K) | $371.18(+100.91%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.88% | 3.88M | $677.0M | +1.71%(+65.14K) | $42.68(+429.13%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.81% | 2.57M | $652.4M | -7.47%(-207.42K) | $115.18(+159.47%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.38% | 1.35M | $498.7M | -6.19%(-88.85K) | $264.03(+53.47%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 1.35% | 7.60M | $487.0M | -8.94%(-746.40K) | $48.04(+47.04%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.23% | 2.13M | $442.6M | -7.88%(-181.91K) | $134.86(+100.30%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 1.21% | 756.9K | $436.9M | -16.40%(-148.44K) | $197.74(+261.44%) | 2026-03-31 | |
| IEMG | ISHARES INC | 1.2% | 6.22M | $434.0M | -14.65%(-1.07M) | $55.72(+47.26%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 1.17% | 7.24M | $421.1M | -16.27%(-1.41M) | $47.89(+38.72%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 1.13% | 679.4K | $406.0M | -15.19%(-121.67K) | $402.36(+69.60%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.56% | +54.32% |
| Top 20 Holdings Unweighted | +16.12% | +56.57% |
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