NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

Q4 2024 13F-HR Detailed Holdings

Location
Milwaukee, WI
Holdings as of
12/31/2024
Date filed
2/11/2025
Form type
13F-HR
Num holdings
3,588
Total value ($000)
$118,519,352
Net value change ($000)
+5,964,130 (5.3%)
New positions
397
Sold out positions
405
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)

Holdings broken out by other managers reported in the original SEC filing. View aggregated holdings

You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
FBND 3,083,909 1476.8%
IVV 1,075,876 6.4%
IJH 226,246 3.4%
SHV 144,713 767.4%
IJR 142,608 3.4%
VOO 114,501 12.3%
SPY 112,723 3.7%
AMZN 103,254 18.8%
QQQM 93,827 21.0%
QQQ 90,710 6.0%
Top Reduces (Value $000, Stocks/ETFs)
TLT -240,784 -6.8%
SCHWAB STRATEGIC TRUST -163,082 -2.6%
EZU -98,099 -4.8%
IEFA -86,093 -3.6%
VEA -83,521 -2.9%
IEMG -45,545 -4.7%
XBI -44,804 -41.6%
IOO -43,505 -11.6%
LRCX -40,808 -100.0%
ABT -39,325 -48.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type Discretion Other Manager Sole Shared None