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NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

720 EAST WISCONSIN AVENUE, MILWAUKEE, WI 53202 • 414-665-8621

Q2 2025 · Filed 2025-08-13
Market Value
$137.2B
+12.2%
Holdings
3,911
+63
New Purchases
404
Added To
1,655
Closed
394
Reduced
1,078
Top 10 Concentration
49.3%
Turnover
20.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IQLT 1.07% 0.08% +0.99% $1.5B
DFIV 0.77% 0.04% +0.72% $1.1B
INTF 0.40% 0.00% +0.40% $544M
IVV 14.71% 14.39% +0.32% $20.2B
NVDA 0.68% 0.49% +0.19% $927M
MSFT 0.70% 0.57% +0.13% $958M
META 0.34% 0.23% +0.11% $471M
QQQM 0.56% 0.46% +0.09% $765M
FENI 0.11% 0.02% +0.09% $151M
VB 0.44% 0.36% +0.08% $605M
QQQ 1.30% 1.23% +0.07% $1.8B
AVGO 0.18% 0.11% +0.06% $243M
SPY 2.61% 2.55% +0.06% $3.6B
CGGR 0.31% 0.25% +0.05% $423M
SCHX 0.50% 0.44% +0.05% $680M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
EZU 0.21% 1.84% -1.63% $289M
BND 6.57% 7.14% -0.57% $9.0B
SCHF 5.34% 5.63% -0.29% $7.3B
TLT 2.61% 2.83% -0.22% $3.6B
VEA 2.29% 2.48% -0.19% $3.1B
FBND 2.87% 3.03% -0.16% $3.9B
VTEB 1.26% 1.40% -0.14% $1.7B
IEFA 1.99% 2.11% -0.12% $2.7B
COWZ 0.47% 0.58% -0.11% $639M
MUB 0.56% 0.65% -0.09% $772M
AAPL 0.56% 0.65% -0.09% $764M
SCHD 0.33% 0.41% -0.08% $454M
RSP 3.27% 3.34% -0.07% $4.5B
AGG 0.87% 0.93% -0.07% $1.2B
IEF 0.30% 0.36% -0.06% $406M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 92.3%
Technology 3.2%
Communication Services 1.1%
Consumer Cyclical 0.9%
Industrials 0.8%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 81 $51.0B 37.2%
Large Cap 1,039 $74.4B 54.3%
Mid Cap 1,166 $9.8B 7.2%
Small Cap 1,146 $1.8B 1.3%
Micro Cap 479 $94M 0.1%

Portfolio Analytics

Avg Market Cap
$28.8B
Median Market Cap
$3.1B
Avg P/E
29.9
Median P/E
19.2
Avg Dividend Yield
0.04%
Avg Beta
1.00
# Stocks
2,446
# ETFs / Funds
1,466

Top Holdings (3,911 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IVV 14.71% 32,488,472 $20.2B $620.90 $2.6B +1,190,963 +3.8%
2 BND 6.57% 122,402,361 $9.0B $73.63 $278M +3,485,369 +2.9%
3 IJH 5.42% 119,891,228 $7.4B $62.02 $779M +5,810,344 +5.1%
4 SCHF 5.34% 331,705,736 $7.3B $22.10 $445M -16,386,474 -4.7%
5 IJR 3.29% 41,302,922 $4.5B $109.29 $430M +2,252,323 +5.8%
6 RSP 3.27% 24,657,672 $4.5B $181.74 $401M +1,103,629 +4.7%
7 FBND 2.87% 86,126,703 $3.9B $45.75 $235M +4,963,926 +6.1%
8 TLT 2.61% 40,525,707 $3.6B $88.25 $116M +2,508,650 +6.6%
9 SPY 2.61% 5,786,231 $3.6B $617.85 $459M +216,165 +3.9%
10 VWO 2.58% 71,616,772 $3.5B $49.46 $441M +3,096,579 +4.5%
11 VEA 2.29% 55,051,672 $3.1B $57.01 $108M -4,576,542 -7.7%
12 IEFA 1.99% 32,755,829 $2.7B $83.48 $151M -1,400,503 -4.1%
13 VLUE 1.78% 21,582,330 $2.4B $113.21 $238M +904,701 +4.4%
14 VO 1.37% 6,733,309 $1.9B $279.83 $268M +482,160 +7.7%
15 QQQ 1.30% 3,223,327 $1.8B $551.64 $277M +22,220 +0.7%
16 VTEB 1.26% 35,166,659 $1.7B $49.03 $12M +669,274 +1.9%
17 IQLT 1.07% 33,858,904 $1.5B $43.22 $1.4B +31,439,365 +1299.4%
18 VOO 0.97% 2,339,290 $1.3B $568.03 $178M +99,646 +4.5%
19 AGG 0.87% 11,963,480 $1.2B $99.20 $45M +417,611 +3.6%
20 IUSB 0.82% 24,317,154 $1.1B $46.23 $65M +1,330,484 +5.8%
21 IEMG 0.79% 18,018,452 $1.1B $60.03 $95M -267,143 -1.5%
22 DFIV 0.77% 24,627,560 $1.1B $42.83 $1.0B +23,241,330 +1676.6%
23 MSFT 0.70% 1,926,843 $958M $497.41 $262M +70,739 +3.8%
24 NVDA 0.68% 5,867,958 $927M $157.99 $329M +349,633 +6.3%
25 VNQ 0.66% 10,113,178 $901M $89.06 $37M +570,141 +6.0%
26 GSLC 0.61% 6,909,934 $839M $121.38 $74M -39,824 -0.6%
27 VV 0.58% 2,776,752 $792M $285.30 $108M +113,224 +4.2%
28 VUG 0.57% 1,785,539 $783M $438.40 $135M +38,032 +2.2%
29 MUB 0.56% 7,391,953 $772M $104.48 -$28M -196,136 -2.6%
30 QQQM 0.56% 3,366,746 $765M $227.10 $198M +433,686 +14.8%
31 AAPL 0.56% 3,723,510 $764M $205.17 -$25M +172,304 +4.8%
32 AMZN 0.53% 3,323,255 $729M $219.39 $138M +215,898 +7.0%
33 BIV 0.51% 9,106,889 $704M $77.34 $42M +461,305 +5.3%
34 SCHX 0.50% 27,821,337 $680M $24.44 $139M +3,342,325 +13.7%
35 VTV 0.49% 3,780,675 $668M $176.74 $88M +421,903 +12.6%
36 COWZ 0.47% 11,590,362 $639M $55.10 -$70M -1,358,803 -10.5%
37 CGDV 0.44% 15,328,061 $605M $39.49 $112M +1,496,823 +10.8%
38 VB 0.44% 2,551,461 $605M $236.98 $159M +540,546 +26.9%
39 INTF 0.40% 15,878,455 $544M $34.23 $543M +15,849,541 +54816.2%
40 IVLU 0.37% 15,319,386 $504M $32.89 $36M -111,139 -0.7%
41 META 0.34% 638,560 $471M $738.09 $190M +151,033 +31.0%
42 DBEF 0.34% 10,742,238 $470M $43.75 $8M +83,038 +0.8%
43 IWB 0.34% 1,370,878 $466M $339.57 $72M +86,539 +6.7%
44 SCHD 0.33% 17,126,918 $454M $26.50 -$43M -636,708 -3.6%
45 QUAL 0.32% 2,418,092 $442M $182.82 $37M +47,699 +2.0%
46 VGT 0.32% 660,567 $438M $663.28 $100M +37,162 +6.0%
47 CGGR 0.31% 10,407,693 $423M $40.65 $112M +1,333,201 +14.7%
48 GOOGL 0.30% 2,335,088 $412M $176.23 $65M +94,751 +4.2%
49 IEF 0.30% 4,243,477 $406M $95.77 -$34M -373,931 -8.1%
50 MDY 0.25% 613,019 $347M $566.48 $40M +36,384 +6.3%
51 CGGO 0.25% 10,760,763 $344M $31.97 $40M +14,045 +0.1%
52 JPM 0.23% 1,102,255 $320M $289.91 $58M +34,949 +3.3%
53 DYNF 0.23% 5,799,161 $316M $54.46 $83M +1,029,606 +21.6%
54 IOO 0.23% 2,902,886 $313M $107.81 $28M -52,451 -1.8%
55 IAU 0.23% 5,007,341 $312M $62.36 $34M +288,905 +6.1%
56 VIG 0.23% 1,521,216 $311M $204.67 $31M +74,175 +5.1%
57 VT 0.23% 2,402,173 $309M $128.52 $46M +133,839 +5.9%
58 EZU 0.21% 4,857,950 $289M $59.45 -$2.0B -37,432,544 -88.5%
59 EMXC 0.21% 4,563,872 $288M $63.14 $85K -665,349 -12.7%
60 SCHM 0.21% 10,272,223 $288M $28.05 $73M +2,070,689 +25.2%
61 IWF 0.21% 673,593 $286M $424.58 $53M +27,504 +4.3%
62 VTI 0.20% 917,699 $279M $303.93 $35M +30,237 +3.4%
63 SCHG 0.20% 9,187,006 $268M $29.21 $62M +936,194 +11.3%
64 SPLG 0.19% 3,565,033 $259M $72.69 $63M +589,746 +19.8%
65 JPST 0.18% 4,823,169 $244M $50.68 $53M +1,044,337 +27.6%
66 AVGO 0.18% 882,090 $243M $275.65 $104M +49,566 +6.0%
67 FNDF 0.17% 5,955,383 $238M $40.02 $61M +1,056,916 +21.6%
68 BRK-B 0.17% 474,786 $231M $485.77 -$20M +4,152 +0.9%
69 TFI 0.17% 5,101,819 $228M $44.67 $5M +163,110 +3.3%
70 VFLO 0.16% 6,341,983 $224M $35.35 $34M +791,171 +14.2%
71 EFA 0.16% 2,395,067 $214M $89.39 $23M +51,641 +2.2%
72 AVEM 0.15% 3,062,191 $210M $68.54 $66M +670,844 +28.1%
73 GOOG 0.15% 1,164,341 $207M $177.39 $31M +42,028 +3.7%
74 CGXU 0.15% 7,511,528 $204M $27.13 $17M -137,618 -1.8%
75 VOT 0.15% 716,101 $204M $284.39 $47M +76,570 +12.0%
76 COST 0.14% 189,314 $187M $989.93 $16M +8,306 +4.6%
77 IWP 0.14% 1,348,494 $187M $138.68 $56M +236,001 +21.2%
78 V 0.13% 519,630 $184M $355.05 $3M +1,630 +0.3%
79 JMST 0.13% 3,612,505 $184M $50.92 $24M +464,869 +14.8%
80 AVUV 0.13% 2,004,936 $183M $91.10 $26M +208,896 +11.6%
81 IVW 0.13% 1,656,326 $182M $110.10 $28M -3,554 -0.2%
82 USMV 0.13% 1,904,012 $179M $93.87 $7M +71,325 +3.9%
83 JEPI 0.13% 3,064,828 $174M $56.85 $877K +30,907 +1.0%
84 LLY 0.12% 217,754 $170M $779.53 $8M +22,071 +11.3%
85 VOE 0.12% 1,013,188 $167M $164.46 $11M +46,042 +4.8%
86 SCHH 0.12% 7,856,664 $166M $21.16 $2M +200,077 +2.6%
87 ITM 0.12% 3,636,894 $165M $45.47 $53M +1,164,977 +47.1%
88 RDVY 0.11% 2,438,734 $153M $62.74 $15M +89,332 +3.8%
89 CRM 0.11% 555,351 $151M $272.69 $25M +85,672 +18.2%
90 FENI 0.11% 4,550,323 $151M $33.26 $122M +3,574,976 +366.5%
91 XMHQ 0.11% 1,528,441 $150M $98.24 -$18M -311,588 -16.9%
92 DGRO 0.11% 2,315,372 $148M $63.94 $20M +236,917 +11.4%
93 SPEM 0.11% 3,380,284 $144M $42.74 $16M +106,226 +3.2%
94 HD 0.10% 391,815 $144M $366.64 $5M +13,926 +3.7%
95 PVAL 0.10% 3,565,904 $143M $40.23 $78M +1,841,717 +106.8%
96 CGUS 0.10% 3,865,009 $143M $36.93 $24M +312,926 +8.8%
97 ICF 0.10% 2,235,041 $137M $61.16 $5M +87,884 +4.1%
98 SMH 0.10% 485,249 $135M $278.88 $41M +37,955 +8.5%
99 GLD 0.10% 440,634 $134M $304.83 $18M +36,933 +9.2%
100 CGMU 0.10% 4,977,547 $133M $26.69 $35M +1,314,330 +35.9%

New Positions

SymbolValue% Port
THRO $35M 0.03%
JMTG $4M —%
TGRW $3M —%
FLXR $3M —%
CGNG $3M —%
GSWO $2M —%
CVMC $2M —%
GARP $2M —%
SFLO $1M —%
PSC $1M —%
B $1M —%
RKLB $855K —%
HYGH $689K —%
CVGW $532K —%
NYF $493K —%

Sold Out Positions

SymbolValue% Port
MG —%
KOS —%
CSV —%
USAC —%
LADR —%
CODI —%
FET —%
FLC —%
VVX —%
EBF —%
ESE —%
KN —%
SUN —%
PLOW —%
DSU —%
View SEC EDGAR Filings for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms