New York Life Investment Management LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 6, 2024), New York Life Investment Management LLC reported 1,327 stock positions worth $10.0 billion. Its top holding was Microsoft (MSFT) at 4.7% of the portfolio, followed by Apple (AAPL, 3.7%) and Nvidia (NVDA, 3.0%). Compared with Q4 2023, it opened 271 new positions, sold out of 258, added to 202 and reduced 841. The biggest buy was Vanguard Short-Term Treasury (VGSH, shares +7599%) and the biggest sale Apple (AAPL, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001133639
- Portfolio Value
- $10.0B (Q1 2024)
- SEC Filing
- 0001085146-24-002239 ↗ filed May 6, 2024
Holdings Value
Holdings 1,327 stocks · $10.0B
| MSFT Microsoft Corp. | 4.66% | 1,112,706 | $468.1M | Reduce -3.6% |
| AAPL Apple Inc. | 3.73% | 2,186,947 | $375.0M | Reduce -3.9% |
| NVDA Nvidia Corp. | 3.04% | 337,869 | $305.3M | Reduce -3.7% |
| IQSU Nylim Cndrim US LC Eq ETF-Ui | 2.79% | 6,318,062 | $280.3M | Reduce -2.7% |
| AMZN Amazon.com Inc. | 2.46% | 1,367,485 | $246.7M | Reduce -3.8% |
| CPLB Nylim Mackay Core Plus Bond | 2.11% | 10,080,637 | $211.6M | Reduce -2.9% |
| IQSM Nylim CND US MD CP Eq ETF-Ui | 1.93% | 5,994,353 | $193.9M | Reduce -7.3% |
| NEW YORK LIFE INVESTMENTS ET | 1.57% | 4,594,175 | $157.6M | Reduce -11.5% |
| IQSI Nylim Cndrm Intrnt Eq ETF-Ui | 1.51% | 5,061,181 | $151.2M | Reduce -17.6% |
| META Meta Platforms Inc. Class A | 1.46% | 302,476 | $146.9M | Reduce -4.6% |
| FLOT iShares Floating Rate Bond E | 1.42% | 2,785,341 | $142.2M | Reduce -11.1% |
| CSML Indexiq ETF Trust Iq U.S. SM | 1.36% | 3,655,530 | $136.4M | Reduce -9.7% |
| GOOGL Alphabet Inc. Class A | 1.34% | 892,232 | $134.7M | Reduce -3.5% |
| NEW YORK LIFE INVESTMENTS ET | 1.30% | 6,594,973 | $130.1M | Add +1.8% |
| HFXI Nylim Ftse Intr Eq CN ETF-Ui | 1.19% | 4,439,282 | $119.1M | Reduce -4.3% |
| GOOG Alphabet Inc. Class C | 1.12% | 741,196 | $112.9M | Reduce -4.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.03% | 246,870 | $103.8M | Reduce -3.7% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 1.02% | 547,915 | $102.4M | Add +15.8% |
| LLY Eli Lilly & Co. | 0.95% | 122,016 | $94.9M | Reduce -3.5% |
| BKLN Invesco Senior Loan ETF | 0.93% | 4,414,440 | $93.4M | Reduce -22.2% |
| EWX State Street SPDR S&P Emergi | 0.86% | 1,555,765 | $86.8M | Reduce -13.8% |
| IQHI Nylim Mackay High Income ETF | 0.83% | 3,151,165 | $83.6M | Add +0.1% |
| AVGO Broadcom Inc. | 0.80% | 60,286 | $79.9M | Reduce -3.4% |
| JPM JPMorgan Chase & Co. | 0.79% | 394,757 | $79.1M | Reduce -3.7% |
| TSLA Tesla Inc. | 0.73% | 419,936 | $73.8M | Reduce -3.1% |
| SRLN SS Blackstone Sr Loan ETF | 0.71% | 1,699,839 | $71.6M | Reduce -29.8% |
| XOM Exxon Mobil Corp. | 0.69% | 600,543 | $69.8M | Reduce -4.2% |
| UNH Unitedhealth Group Inc. | 0.69% | 140,570 | $69.5M | Reduce -3.4% |
| CWB SS SPDR BB Conv Sec ETF | 0.67% | 921,532 | $67.3M | Reduce -24.2% |
| V Visa Inc. Class A | 0.66% | 238,891 | $66.7M | Reduce -4.2% |
| MA Mastercard Inc. Class A | 0.60% | 125,082 | $60.2M | Reduce -3.6% |
| PG The Procter & Gamble Co. | 0.57% | 355,777 | $57.7M | Reduce -3.5% |
| HD Home Depot Inc. | 0.57% | 150,471 | $57.7M | Reduce -3.8% |
| SCHC Schwab Intl Small-Cap Equity | 0.55% | 1,534,987 | $55.0M | Add +82.5% |
| JNJ Johnson & Johnson | 0.53% | 334,399 | $52.9M | Reduce -3.6% |
| MRK Merck & Co. Inc. | 0.51% | 387,944 | $51.2M | Reduce -3.3% |
| COST Costco Wholesale Corp. | 0.49% | 66,950 | $49.0M | Reduce -3.2% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.46% | 1,497,055 | $46.2M | Reduce -12.1% |
| AMD Advanced Micro Devices | 0.44% | 246,400 | $44.5M | Reduce -3.6% |
| CRM Salesforce Inc. | 0.44% | 146,574 | $44.1M | Reduce -3.8% |
| ABBV Abbvie Inc. | 0.44% | 242,314 | $44.1M | Reduce -3.7% |
| AGG iShares Core U.S. Aggregate | 0.42% | 431,365 | $42.2M | Add +0.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.39% | 1,043,978 | $39.6M | Reduce -3.4% |
| CVX Chevron Corp. | 0.37% | 237,265 | $37.4M | Reduce -4.8% |
| XLF SS Financial Select Sector | 0.36% | 866,619 | $36.5M | Reduce -17.1% |
| PEP Pepsico Inc. | 0.36% | 208,062 | $36.4M | Reduce -3.3% |
| NFLX Netflix Inc. | 0.36% | 59,324 | $36.0M | Reduce -4.8% |
| WMT Walmart Inc. | 0.35% | 585,651 | $35.2M | Reduce -3.6% |
| ICVT iShares Convertible Bond ETF | 0.35% | 436,479 | $34.8M | Add +25.3% |
| ADBE Adobe Inc. | 0.34% | 68,502 | $34.6M | Reduce -3.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.34% | 137,088 | $34.3M | Reduce -22.0% |
| IEFA iShares Core MSCI Eafe ETF | 0.34% | 460,965 | $34.2M | Reduce -3.5% |
| LIN Linde PLC | 0.34% | 73,306 | $34.0M | Reduce -3.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.34% | 276,884 | $33.9M | Reduce -3.1% |
| ACN Accenture PLC Class A | 0.33% | 95,191 | $33.0M | Reduce -3.8% |
| KO The Coca-Cola Co. | 0.32% | 532,968 | $32.6M | Reduce -3.6% |
| GVI iShares Intermediate Governm | 0.31% | 298,163 | $31.0M | Reduce -10.1% |
| MCD McDonald's Corp. | 0.31% | 109,886 | $31.0M | Add +6.5% |
| CSCO Cisco Systems Inc. | 0.31% | 617,815 | $30.8M | Reduce -3.1% |
| TMO Thermo Fisher Scientific Inc. | 0.31% | 52,856 | $30.7M | Reduce -3.7% |
| INTC Intel Corp. | 0.29% | 652,665 | $28.8M | Reduce -2.9% |
| QCOM Qualcomm Inc. | 0.29% | 169,686 | $28.7M | Reduce -3.2% |
| WFC Wells Fargo & Co. | 0.29% | 494,112 | $28.6M | Reduce -4.5% |
| JEPI JPMorgan Equity Premium Inco | 0.28% | 492,066 | $28.5M | Reduce -37.5% |
| MNA Nylim Merger Arbtrage ETF-Ui | 0.28% | 892,123 | $28.1M | Reduce -33.2% |
| IWLG Nylim Winslow Large Cap Grow | 0.28% | 670,848 | $27.8M | Add +5.2% |
| INTU Intuit Inc. | 0.27% | 42,449 | $27.6M | Reduce -3.4% |
| ORCL Oracle Corp. | 0.27% | 219,483 | $27.6M | Reduce -3.5% |
| ABT Abbott Laboratories | 0.27% | 241,660 | $27.5M | Reduce -3.7% |
| VGSH Vanguard Short-Term Treasury | 0.27% | 469,969 | $27.3M | Add +7599.4% |
| PXD Pioneer Natural Resources Co. | 0.27% | 101,991 | $26.8M | Reduce -14.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.26% | 138,821 | $26.5M | Reduce -3.3% |
| GE General Electric | 0.26% | 148,890 | $26.1M | Reduce -3.7% |
| AMAT Applied Materials Inc. | 0.26% | 126,206 | $26.0M | Reduce -3.9% |
| CMCSA Comcast Corp. Class A | 0.26% | 599,231 | $26.0M | Reduce -4.8% |
| CAT Caterpillar Inc. | 0.25% | 69,759 | $25.6M | Reduce -3.9% |
| PLD Prologis Inc. | 0.25% | 194,796 | $25.4M | Reduce -5.0% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.25% | 463,491 | $25.1M | Reduce -41.4% |
| VZ Verizon Communications Inc. | 0.24% | 577,335 | $24.2M | Reduce -3.7% |
| TXN Texas Instruments Inc. | 0.24% | 138,379 | $24.1M | Reduce -3.2% |
| NOW ServiceNow Inc. | 0.24% | 31,024 | $23.7M | Reduce -3.4% |
| HES Hess Corp. | 0.23% | 154,404 | $23.6M | Reduce -15.1% |
| WRK Westrock Co. | 0.23% | 460,118 | $22.8M | Reduce -16.5% |
| DHR Danaher Corp. | 0.22% | 90,108 | $22.5M | Reduce -3.7% |
| LOW Lowe's Cos Inc. | 0.22% | 87,144 | $22.2M | Reduce -3.6% |
| PFE Pfizer Inc. | 0.22% | 796,233 | $22.1M | Reduce -3.4% |
| UBER Uber Technologies Inc. | 0.22% | 282,735 | $21.8M | Reduce -3.6% |
| ISRG Intuitive Surgical Inc. | 0.21% | 53,246 | $21.2M | Reduce -3.3% |
| AMT American Tower Corp. | 0.21% | 106,413 | $21.0M | Reduce -4.0% |
| AMGN Amgen Inc. | 0.21% | 73,528 | $20.9M | Reduce -3.8% |
| SPGI S&P Global Inc. | 0.21% | 48,602 | $20.7M | Reduce -4.4% |
| COP Conocophillips | 0.20% | 161,237 | $20.5M | Reduce -4.4% |
| UNP Union Pacific Corp. | 0.20% | 83,409 | $20.5M | Reduce -3.6% |
| NEE Nextera Energy Inc. | 0.20% | 314,830 | $20.1M | Reduce -2.5% |
| AXP American Express Co. | 0.20% | 87,262 | $19.9M | Reduce -3.9% |
| MU Micron Technology Inc. | 0.20% | 167,186 | $19.7M | Reduce -3.0% |
| UUP Invesco DB US Dollar Index B | 0.20% | 691,624 | $19.6M | Add +6619.4% |
| LRCX Lam Research Corp. | 0.19% | 19,848 | $19.3M | Reduce -4.1% |
| PM Philip Morris International | 0.19% | 206,698 | $18.9M | Reduce -1.1% |
| ELV Elevance Health Inc. | 0.19% | 36,067 | $18.7M | Reduce -3.2% |
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -3.9% | 3.73% | −0.75 |
| TSLA Tesla Inc. | Reduce -3.1% | 0.73% | −0.37 |
| SRLN SS Blackstone Sr Loan ETF | Reduce -29.8% | 0.71% | −0.33 |
| BKLN Invesco Senior Loan ETF | Reduce -22.2% | 0.93% | −0.30 |
| IQSI Nylim Cndrm Intrnt Eq ETF-Ui | Reduce -17.6% | 1.51% | −0.25 |
| CWB SS SPDR BB Conv Sec ETF | Reduce -24.2% | 0.67% | −0.23 |
| SPLK Splunk Inc. | Sold out | 0.00% | −0.21 |
| FLOT iShares Floating Rate Bond E | Reduce -11.1% | 1.42% | −0.21 |
| IMGN Immunogen Inc. | Sold out | 0.00% | −0.21 |
| SRC Spirit Realty Capital Inc. | Sold out | 0.00% | −0.18 |
| EWX State Street SPDR S&P Emergi | Reduce -13.8% | 0.86% | −0.18 |
| NEW YORK LIFE INVESTMENTS ET | Reduce -11.5% | 1.57% | −0.17 |
| JEPI JPMorgan Equity Premium Inco | Reduce -37.5% | 0.28% | −0.16 |
| JEPQ JPM Nasdaq Equity Premium | Reduce -41.4% | 0.25% | −0.15 |
| MRTX Mirati Therapeutics Inc. | Sold out | 0.00% | −0.15 |
| MNA Nylim Merger Arbtrage ETF-Ui | Reduce -33.2% | 0.28% | −0.15 |
| CSML Indexiq ETF Trust Iq U.S. SM | Reduce -9.7% | 1.36% | −0.14 |
| CPLB Nylim Mackay Core Plus Bond | Reduce -2.9% | 2.11% | −0.13 |
| SOVO Sovos Brands Inc. | Sold out | 0.00% | −0.11 |
| RSP Invesco S&P 500 Equal Weight | Reduce -66.5% | 0.06% | −0.10 |
| AEL American National Group Inc. | Sold out | 0.00% | −0.10 |
| UNH Unitedhealth Group Inc. | Reduce -3.4% | 0.69% | −0.09 |
| ADBE Adobe Inc. | Reduce -3.9% | 0.34% | −0.09 |
| ESMT Engagesmart Inc. | Sold out | 0.00% | −0.08 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -22.0% | 0.34% | −0.08 |
| SPLV Invesco S&P 500 Low Volatili | Sold out | 0.00% | −0.08 |
| XLB SS Materials Select Sector | Reduce -65.5% | 0.04% | −0.08 |
| FLRN SS SPDR BB Ig Float RT ETF | Reduce -12.1% | 0.46% | −0.07 |
| IQSM Nylim CND US MD CP Eq ETF-Ui | Reduce -7.3% | 1.93% | −0.07 |
| BA The Boeing Co. | Reduce -2.7% | 0.15% | −0.06 |
| INTC Intel Corp. | Reduce -2.9% | 0.29% | −0.06 |
| ROVR Rover Group Inc. | Sold out | 0.00% | −0.06 |
| ARB Altshares Merger Arbitrage | Reduce -47.2% | 0.06% | −0.05 |
| CPRI Capri Holdings Ltd. | Reduce -18.1% | 0.13% | −0.05 |
| VAW Vanguard Materials ETF | Reduce -69.9% | 0.02% | −0.05 |
| CHS Chico's Fas Inc. | Sold out | 0.00% | −0.05 |
| GVI iShares Intermediate Governm | Reduce -10.1% | 0.31% | −0.05 |
| IWD iShares Russell 1000 Value E | Reduce -28.0% | 0.14% | −0.05 |
| NKE Nike Inc. Class B | Reduce -4.2% | 0.18% | −0.04 |
| COMT iShares Gsci Commodity Dynam | Reduce -74.0% | 0.01% | −0.04 |
| XLF SS Financial Select Sector | Reduce -17.1% | 0.36% | −0.04 |
| AMT American Tower Corp. | Reduce -4.0% | 0.21% | −0.04 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -19.6% | 0.13% | −0.04 |
| HES Hess Corp. | Reduce -15.1% | 0.23% | −0.03 |
| PSP Invesco Global Listed Privat | Sold out | 0.00% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −0.03 |
| JNJ Johnson & Johnson | Reduce -3.6% | 0.53% | −0.03 |
| ZTS Zoetis Inc. | Reduce -3.3% | 0.12% | −0.03 |
| BVH Bluegreen Vacations Holding | Sold out | 0.00% | −0.03 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -14.8% | 0.14% | −0.03 |
Portfolio Buys Q4 2023 → Q1 2024
| VGSH Vanguard Short-Term Treasury | Add +7599.4% | 0.27% | +0.27 |
| SCHC Schwab Intl Small-Cap Equity | Add +82.5% | 0.55% | +0.25 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | Add +15.8% | 1.02% | +0.20 |
| UUP Invesco DB US Dollar Index B | Add +6619.4% | 0.20% | +0.19 |
| MUB iShares National Muni Bond E | Add +5404.4% | 0.16% | +0.16 |
| X United States Steel Corp. | Add +1424.5% | 0.16% | +0.14 |
| SCHO Schwab Short-Term US Treas | New | 0.14% | +0.14 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +4995.1% | 0.14% | +0.13 |
| DFS Discover Financial Services | Add +233.2% | 0.17% | +0.12 |
| ANSS Ansys Inc. | Add +265.7% | 0.17% | +0.12 |
| JNPR Juniper Networks Inc. | Add +288.6% | 0.12% | +0.09 |
| M D C HLDGS INC | Add +1521.7% | 0.09% | +0.09 |
| VGIT Vanguard Intermediate-Term T | Add +210.5% | 0.13% | +0.08 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +116.6% | 0.15% | +0.08 |
| CTLT Catalent Inc. | Add +289.9% | 0.10% | +0.08 |
| DBA Invesco DB Agriculture Fund | New | 0.07% | +0.07 |
| SCHM Schwab US Mid Cap ETF | New | 0.07% | +0.07 |
| VTIP Vanguard Short-Term Tips | Add +2191.2% | 0.07% | +0.07 |
| SMCI Super Micro Computer Inc. | New | 0.07% | +0.07 |
| ICVT iShares Convertible Bond ETF | Add +25.3% | 0.35% | +0.07 |
| CERE Cerevel Therapeutics Holding | New | 0.06% | +0.06 |
| VOO Vanguard S&P 500 ETF | New | 0.06% | +0.06 |
| DOOR Masonite International Corp. | New | 0.05% | +0.05 |
| STIP iShares 0-5 Year Tips Bond E | Add +2315.0% | 0.05% | +0.05 |
| IJH iShares Core S&P Midcap ETF | New | 0.05% | +0.05 |
| INDA iShares MSCI India ETF | Add +83.0% | 0.10% | +0.05 |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | New | 0.05% | +0.05 |
| WH Wyndham Hotels & Resorts Inc. | Add +628.0% | 0.05% | +0.05 |
| AXONICS INC | New | 0.04% | +0.04 |
| IWLG Nylim Winslow Large Cap Grow | Add +5.2% | 0.28% | +0.04 |
| TLT iShares 20+ Year Treasury BD | Add +118.1% | 0.07% | +0.04 |
| FDN First Trust DJ Internet Ind | New | 0.03% | +0.03 |
| MTUM iShares MSCI USA Momentum Fa | New | 0.03% | +0.03 |
| VNQ Vanguard Real Estate ETF | New | 0.03% | +0.03 |
| VZIO Vizio Holding Corp. Class A | New | 0.02% | +0.02 |
| NS Nustar Energy LP | New | 0.02% | +0.02 |
| EVBG Everbridge Inc. | Add +464.2% | 0.02% | +0.02 |
| HA Hawaiian Holdings Inc. | New | 0.02% | +0.02 |
| KMLM Kraneshares MT LC MN FT Id S | New | 0.02% | +0.02 |
| BBJP JPMorgan Betabuilders Japan | New | 0.02% | +0.02 |
| MCHI iShares MSCI China ETF | New | 0.02% | +0.02 |
| CRL Charles River Laboratories | Add +71.0% | 0.03% | +0.02 |
| INHIBRX INC | New | 0.01% | +0.01 |
| SLV iShares Silver Trust | New | 0.01% | +0.01 |
| DECK Deckers Outdoor Corp. | Add +14.7% | 0.03% | +0.01 |
| DSKE Daseke Inc. | New | 0.01% | +0.01 |
| CPT Camden Property Trust | Add +40.0% | 0.04% | +0.01 |
| VEA Vanguard Ftse Developed ETF | New | 0.01% | +0.01 |
| KAMN Kaman Corp. | Add +84.4% | 0.01% | +0.01 |
| CTA Simplify Managed Futures St | New | 0.01% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 778 | $14.3B | NVDA, AAPL, MSFT, LRND, AMZN |
| Q1 2026 | 781 | $11.8B | NVDA, AAPL, MSFT, AMZN, IQSM |
| Q4 2025 | 766 | $11.6B | NVDA, AAPL, MSFT, AMZN, CPLB |
| Q3 2025 | 804 | $11.4B | NVDA, MSFT, AAPL, AMZN, CPLB |
| Q2 2025 | 798 | $10.7B | MSFT, NVDA, AAPL, AMZN, CPLB |
| Q1 2025 | 818 | $9.8B | AAPL, MSFT, NVDA, CPLB, AMZN |
| Q4 2024 | 819 | $10.2B | AAPL, MSFT, NVDA, AMZN, CPLB |
| Q3 2024 | 845 | $10.3B | AAPL, MSFT, NVDA, IQSU, AMZN |
| Q2 2024 | 847 | $9.9B | MSFT, AAPL, NVDA, IQSU, AMZN |
| Q1 2024 | 1,327 | $10.0B | MSFT, AAPL, NVDA, IQSU, AMZN |