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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
AAPLApple Inc
Recent Activity
Increased 4.11%
1.92%
$526.027M
2.258M shares@ $233.01 avg price
QUALIshares Tr
Recent Activity
Increased 6.34%
1.87%
$512.735M
2.86M shares@ $179.31 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 4.93%
1.76%
$480.408M
1.116M shares@ $430.31 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 0.09%
1.61%
$439.692M
900,880 shares@ $488.07 avg price
IUSBIshares Tr
Recent Activity
Increased 22.2%
1.46%
$398.382M
8.455M shares@ $47.13 avg price
NVDANvidia Corporation
Recent Activity
Increased 4.71%
1.43%
$392.153M
3.229M shares@ $121.45 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 6.53%
1.32%
$361.071M
6.837M shares@ $52.82 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 7.56%
1.3%
$354.474M
1.902M shares@ $186.34 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 5.29%
1.29%
$352.743M
614,793 shares@ $573.76 avg price