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Frank Rispoli

@Mml Investors Services, Llc

Latest period2024 - Q3ReportedManaged Assets$27.434BTotal holdings2567
Assets growth rate10.84%Assets growth rate (2-Q avg)6.46%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Mml Investors Services, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 2567 positions.

Assets under management

The assets under management (AUM) of Mml Investors Services, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 27.434B in assets, with a quarterly growth rate of 10.84% and a 2-quarter average growth rate of 6.46%. The portfolio is managed by Frank Rispoli, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVVIshares Tr
Recent Activity
Decreased -1.44%
4.71%
$1.29B
2.237M shares@ $576.82 avg price
IVWIshares Tr
Recent Activity
Decreased -3.01%
1.04%
$285.228M
2.979M shares@ $95.76 avg price
EFGIshares Tr
Recent Activity
Decreased -4.67%
0.67%
$183.158M
1.701M shares@ $107.66 avg price
IYWIshares Tr
Recent Activity
Decreased -5.51%
0.46%
$125.21M
825,812 shares@ $151.63 avg price
IWYIshares Tr
Recent Activity
Decreased -14.14%
0.45%
$123.415M
560,850 shares@ $220.05 avg price
IEMGIshares Inc
Recent Activity
Decreased -18.02%
0.44%
$120.431M
2.098M shares@ $57.41 avg price
VOVanguard Index Fds
Recent Activity
Decreased -1.17%
0.33%
$89.079M
337,638 shares@ $263.83 avg price
CVXChevron Corp New
Recent Activity
Decreased -4.89%
0.3%
$82.188M
558,078 shares@ $147.27 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -2.54%
0.29%
$77.822M
133,101 shares@ $584.69 avg price
IWDIshares Tr
Recent Activity
Decreased -1.36%
0.26%
$70.251M
370,132 shares@ $189.8 avg price