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Institutional Investment Manager
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (CIK: 0001141802), located at 720 East Wisconsin Avenue, Milwaukee, WI. Institutional holdings reported to the SEC.
Institutional Holdings (2014Q3)
Original 13F HR (0001141802-14-000012) filed in 2014.11.14
#
Name
Shares
Value ($)
%
Options
Notes
1 SPDR S&P 500 ETF TR 1,039,082 204,719 7.16%
2 ISHARES TR 870,407 172,567 6.03%
3 VANGUARD INTL EQUITY INDEX F 2,238,006 93,346 3.26%
4 VANGUARD TAX-MANAGED FDS 2,345,655 93,239 3.26%
5 VANGUARD INDEX FDS 1,221,587 87,772 3.07%
6 ISHARES TR 553,279 75,655 2.65%
7 ISHARES TR 1,179,144 75,607 2.64%
8 VANGUARD INTL EQUITY INDEX F 1,253,928 69,242 2.42%
9 VANGUARD INDEX FDS 558,901 65,565 2.29%
10 VANGUARD BD INDEX FDS 771,292 63,192 2.21%
11 VANGUARD BD INDEX FDS 729,605 58,420 2.04%
12 ISHARES RUSSELL 1000 ETF 485,040 53,291 1.86%
13 ISHARES TR 1,276,686 50,455 1.76%
14 POWERSHARES QQQ TRUST 484,074 47,822 1.67%
15 VANGUARD SPECIALIZED FUNDS 570,894 43,930 1.54%
16 VANGUARD INDEX FDS 429,319 34,860 1.22%
17 ISHARES TR 313,216 34,175 1.19%
18 APPLE INC 337,149 33,967 1.19%
19 ISHARES TR 271,190 32,061 1.12%
20 ISHARES TR 303,675 31,674 1.11%
21 ISHARES TR 428,679 31,663 1.11%
22 SPDR SERIES TRUST 776,132 31,185 1.09%
23 VANGUARD INDEX FDS 298,888 29,812 1.04%
24 VANGUARD INTL EQUITY INDEX F 496,423 29,438 1.03%
25 JOHNSON & JOHNSON 274,230 29,231 1.02%
26 ISHARES TR 238,629 26,170 0.92%
27 ISHARES TR 255,510 25,574 0.89%
28 ISHARES TR 263,313 24,127 0.84%
29 VANGUARD INDEX FDS 223,257 22,252 0.78%
30 RYDEX ETF TRUST 269,538 20,428 0.71%
31 VANGUARD INDEX FDS 194,932 19,736 0.69%
32 ISHARES TR 174,741 19,583 0.68%
33 EXXON MOBIL CORP 201,139 18,917 0.66%
34 VANGUARD INDEX FDS 194,116 17,560 0.61%
35 ISHARES 7-10 YEAR TREASURY BOND ETF 169,213 17,534 0.61%
36 ISHARES TR 112,765 17,078 0.60%
37 VANGUARD WORLD FDS 338,109 15,698 0.55%
38 ISHARES TR 342,608 14,239 0.50%
39 VANGUARD INDEX FDS 165,847 14,080 0.49%
40 UNITED TECHNOLOGIES CORP 132,672 14,010 0.49%
41 Spdr Ser Tr Nuveen Barcl 562,495 13,728 0.48%
42 SPDR SERIES TR 564,305 13,543 0.47%
43 WISDOMTREE TR 280,119 13,384 0.47%
44 ISHARES TR 107,598 12,945 0.45%
45 ISHARES TR 150,874 12,750 0.45%
46 BERKSHIRE HATHAWAY INC DEL 84,178 11,629 0.41%
47 GENERAL ELECTRIC CO 452,113 11,584 0.41%
48 PEPSICO INC 123,299 11,477 0.40%
49 JPMORGAN CHASE & CO 187,710 11,308 0.40%
50 SPDR GOLD TR 96,089 11,166 0.39%
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