New York Life Investment Management LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 5, 2024), New York Life Investment Management LLC reported 847 stock positions worth $9.9 billion. Its top holding was Microsoft (MSFT) at 5.0% of the portfolio, followed by Apple (AAPL, 4.6%) and Nvidia (NVDA, 4.4%). Compared with Q1 2024, it opened 54 new positions, sold out of 536, added to 546 and reduced 235. The biggest buy was Nvidia (NVDA, shares +5%) and the biggest sale an exit from Indexiq ETF Trust Iq U.S. SM (CSML).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001133639
- Portfolio Value
- $9.9B (Q2 2024)
- SEC Filing
- 0001085146-24-003495 ↗ filed Aug 5, 2024
Holdings Value
Holdings 847 stocks · $9.9B
| MSFT Microsoft Corp. | 4.95% | 1,101,900 | $492.5M | Reduce -1.0% |
| AAPL Apple Inc. | 4.57% | 2,159,859 | $454.9M | Reduce -1.2% |
| NVDA Nvidia Corp. | 4.41% | 3,550,882 | $438.7M | Add +5.1% |
| IQSU Nylim Cndrim US LC Eq ETF-Ui | 2.64% | 5,763,396 | $262.1M | Reduce -8.8% |
| AMZN Amazon.com Inc. | 2.46% | 1,264,404 | $244.3M | Reduce -7.5% |
| IQSM Nylim CND US MD CP Eq ETF-Ui | 2.19% | 7,169,390 | $217.4M | Add +19.6% |
| CPLB Nylim Mackay Core Plus Bond | 1.61% | 7,665,943 | $160.2M | Reduce -23.9% |
| GOOGL Alphabet Inc. Class A | 1.60% | 874,020 | $159.2M | Reduce -2.0% |
| META Meta Platforms Inc. Class A | 1.54% | 302,858 | $152.7M | Add +0.1% |
| IQSI Nylim Cndrm Intrnt Eq ETF-Ui | 1.41% | 4,792,072 | $140.7M | Reduce -5.3% |
| NEW YORK LIFE INVESTMENTS ET | 1.38% | 4,198,964 | $136.9M | Reduce -8.6% |
| GOOG Alphabet Inc. Class C | 1.33% | 720,207 | $132.1M | Reduce -2.8% |
| FLOT iShares Floating Rate Bond E | 1.32% | 2,573,228 | $131.5M | Reduce -7.6% |
| NEW YORK LIFE INVESTMENTS ET | 1.27% | 6,621,762 | $126.3M | Add +0.4% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 1.19% | 601,732 | $118.7M | Add +9.8% |
| HFXI Nylim Ftse Intr Eq CN ETF-Ui | 1.11% | 4,135,986 | $110.4M | Reduce -6.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.01% | 246,960 | $100.5M | Add +0.0% |
| LLY Eli Lilly & Co. | 1.01% | 110,504 | $100.0M | Reduce -9.4% |
| SECR Nylim Mackay Securitized Inc. | 0.98% | 3,824,639 | $97.4M | New |
| AVGO Broadcom Inc. | 0.97% | 59,995 | $96.3M | Reduce -0.5% |
| TSLA Tesla Inc. | 0.84% | 424,591 | $84.0M | Add +1.1% |
| JPM JPMorgan Chase & Co. | 0.80% | 394,242 | $79.7M | Reduce -0.1% |
| UNH Unitedhealth Group Inc. | 0.72% | 141,339 | $72.0M | Add +0.6% |
| XOM Exxon Mobil Corp. | 0.71% | 616,908 | $71.0M | Add +2.7% |
| V Visa Inc. Class A | 0.63% | 240,242 | $63.1M | Add +0.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.62% | 845,358 | $61.4M | Add +83.4% |
| IQHI Nylim Mackay High Income ETF | 0.61% | 2,315,936 | $60.8M | Reduce -26.5% |
| PG The Procter & Gamble Co. | 0.60% | 360,169 | $59.4M | Add +1.2% |
| COST Costco Wholesale Corp. | 0.58% | 67,581 | $57.4M | Add +0.9% |
| MA Mastercard Inc. Class A | 0.56% | 125,770 | $55.5M | Add +0.6% |
| CWB SS SPDR BB Conv Sec ETF | 0.55% | 752,258 | $54.2M | Reduce -18.4% |
| HD Home Depot Inc. | 0.52% | 151,391 | $52.1M | Add +0.6% |
| JNJ Johnson & Johnson | 0.49% | 336,399 | $49.2M | Add +0.6% |
| MRK Merck & Co. Inc. | 0.49% | 391,329 | $48.4M | Add +0.9% |
| UUP Invesco DB US Dollar Index B | 0.48% | 1,630,386 | $47.5M | Add +135.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.44% | 180,850 | $43.8M | Add +31.9% |
| AGG iShares Core U.S. Aggregate | 0.44% | 449,297 | $43.6M | Add +4.2% |
| ABBV Abbvie Inc. | 0.42% | 243,659 | $41.8M | Add +0.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.42% | 1,043,039 | $41.5M | Reduce -0.1% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.42% | 1,342,703 | $41.4M | Reduce -10.3% |
| NFLX Netflix Inc. | 0.40% | 59,377 | $40.1M | Add +0.1% |
| IWLG Nylim Winslow Large Cap Grow | 0.40% | 896,812 | $39.9M | Add +33.7% |
| WMT Walmart Inc. | 0.40% | 587,534 | $39.8M | Add +0.3% |
| AMD Advanced Micro Devices | 0.40% | 244,304 | $39.6M | Reduce -0.8% |
| VGSH Vanguard Short-Term Treasury | 0.40% | 680,786 | $39.5M | Add +44.9% |
| VTIP Vanguard Short-Term Tips | 0.39% | 788,855 | $38.3M | Add +409.4% |
| CRM Salesforce Inc. | 0.38% | 146,290 | $37.6M | Reduce -0.2% |
| ADBE Adobe Inc. | 0.38% | 67,526 | $37.5M | Reduce -1.4% |
| CVX Chevron Corp. | 0.37% | 235,759 | $36.9M | Reduce -0.6% |
| PEP Pepsico Inc. | 0.35% | 210,182 | $34.7M | Add +1.0% |
| MNA Nylim Merger Arbtrage ETF-Ui | 0.34% | 1,076,145 | $34.0M | Add +20.6% |
| KO The Coca-Cola Co. | 0.34% | 533,858 | $34.0M | Add +0.2% |
| BKLN Invesco Senior Loan ETF | 0.34% | 1,601,815 | $33.7M | Reduce -63.7% |
| QCOM Qualcomm Inc. | 0.34% | 168,711 | $33.6M | Reduce -0.6% |
| ICVT iShares Convertible Bond ETF | 0.33% | 419,335 | $33.0M | Reduce -3.9% |
| LIN Linde PLC | 0.32% | 73,469 | $32.2M | Add +0.2% |
| ORCL Oracle Corp. | 0.31% | 220,480 | $31.1M | Add +0.5% |
| AMAT Applied Materials Inc. | 0.30% | 127,251 | $30.0M | Add +0.8% |
| MUB iShares National Muni Bond E | 0.30% | 279,320 | $29.8M | Add +85.1% |
| CSCO Cisco Systems Inc. | 0.29% | 612,253 | $29.1M | Reduce -0.9% |
| TMO Thermo Fisher Scientific Inc. | 0.29% | 52,512 | $29.0M | Reduce -0.7% |
| ACN Accenture PLC Class A | 0.29% | 94,817 | $28.8M | Reduce -0.4% |
| WFC Wells Fargo & Co. | 0.29% | 481,398 | $28.6M | Reduce -2.6% |
| INTU Intuit Inc. | 0.28% | 42,214 | $27.7M | Reduce -0.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.28% | 278,098 | $27.6M | Add +0.4% |
| IWD iShares Russell 1000 Value E | 0.27% | 156,332 | $27.3M | Add +93.3% |
| STIP iShares 0-5 Year Tips Bond E | 0.27% | 268,939 | $26.8M | Add +415.8% |
| TXN Texas Instruments Inc. | 0.27% | 137,471 | $26.7M | Reduce -0.7% |
| GE General Electric filed as GE AEROSPACE | 0.27% | 167,975 | $26.7M | Add +12.8% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.26% | 516,784 | $25.9M | Add +92.8% |
| ABT Abbott Laboratories | 0.25% | 243,821 | $25.3M | Add +0.9% |
| MCD McDonald's Corp. | 0.25% | 99,381 | $25.3M | Reduce -9.6% |
| NOW ServiceNow Inc. | 0.24% | 30,838 | $24.3M | Reduce -0.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.24% | 138,579 | $24.0M | Reduce -0.2% |
| VZ Verizon Communications Inc. | 0.24% | 580,970 | $24.0M | Add +0.6% |
| CMCSA Comcast Corp. Class A | 0.24% | 598,656 | $23.4M | Reduce -0.1% |
| AMGN Amgen Inc. | 0.23% | 74,094 | $23.2M | Add +0.8% |
| PLD Prologis Inc. | 0.23% | 204,343 | $22.9M | Add +4.9% |
| VEA Vanguard Ftse Developed ETF | 0.23% | 461,676 | $22.8M | Add +2326.4% |
| DHR Danaher Corp. | 0.23% | 90,790 | $22.7M | Add +0.8% |
| IEMG iShares Core MSCI Emerging | 0.23% | 422,922 | $22.6M | Add +482.1% |
| GVI iShares Intermediate Governm | 0.23% | 216,637 | $22.5M | Reduce -27.3% |
| CAT Caterpillar Inc. | 0.23% | 67,445 | $22.5M | Reduce -3.3% |
| PFE Pfizer Inc. | 0.23% | 801,836 | $22.4M | Add +0.7% |
| NEE Nextera Energy Inc. | 0.22% | 314,686 | $22.3M | Reduce -0.1% |
| DFS Discover Financial Services | 0.22% | 169,046 | $22.1M | Add +29.9% |
| PFF iShares Preferred & Income S | 0.22% | 695,651 | $21.9M | Add +3689.2% |
| MU Micron Technology Inc. | 0.22% | 166,407 | $21.9M | Reduce -0.5% |
| SPGI S&P Global Inc. | 0.22% | 48,821 | $21.8M | Add +0.5% |
| ISRG Intuitive Surgical Inc. | 0.22% | 48,840 | $21.7M | Reduce -8.3% |
| LRCX Lam Research Corp. | 0.21% | 19,948 | $21.2M | Add +0.5% |
| PM Philip Morris International | 0.21% | 208,183 | $21.1M | Add +0.7% |
| JEPI JPMorgan Equity Premium Inco | 0.21% | 371,724 | $21.1M | Reduce -24.5% |
| UBER Uber Technologies Inc. | 0.21% | 288,461 | $21.0M | Add +2.0% |
| AMT American Tower Corp. | 0.21% | 106,757 | $20.8M | Add +0.3% |
| INTC Intel Corp. | 0.21% | 659,040 | $20.4M | Add +1.0% |
| AXP American Express Co. | 0.20% | 87,313 | $20.2M | Add +0.1% |
| ANSS Ansys Inc. | 0.20% | 62,690 | $20.2M | Add +26.9% |
| GS Goldman Sachs Group Inc. | 0.20% | 44,317 | $20.0M | Reduce -0.6% |
| XSHQ Invesco S&P Smallcap Quality | 0.20% | 509,560 | $19.8M | Add +82.2% |
Portfolio Sells Q1 2024 → Q2 2024
| CSML Indexiq ETF Trust Iq U.S. SM | Sold out | 0.00% | −1.36 |
| EWX State Street SPDR S&P Emergi | Sold out | 0.00% | −0.86 |
| BKLN Invesco Senior Loan ETF | Reduce -63.7% | 0.34% | −0.59 |
| SCHC Schwab Intl Small-Cap Equity | Sold out | 0.00% | −0.55 |
| SRLN SS Blackstone Sr Loan ETF | Reduce -72.5% | 0.20% | −0.52 |
| CPLB Nylim Mackay Core Plus Bond | Reduce -23.9% | 1.61% | −0.50 |
| XLF SS Financial Select Sector | Reduce -77.9% | 0.08% | −0.28 |
| PXD Pioneer Natural Resources Co. | Sold out | 0.00% | −0.27 |
| JEPQ JPM Nasdaq Equity Premium | Sold out | 0.00% | −0.25 |
| IQHI Nylim Mackay High Income ETF | Reduce -26.5% | 0.61% | −0.22 |
| NEW YORK LIFE INVESTMENTS ET | Reduce -8.6% | 1.38% | −0.19 |
| WRK Westrock Co. | Reduce -85.4% | 0.03% | −0.19 |
| HES Hess Corp. | Reduce -75.3% | 0.06% | −0.18 |
| IQSU Nylim Cndrim US LC Eq ETF-Ui | Reduce -8.8% | 2.64% | −0.16 |
| SHV iShares 0-1 Year Treasury Bo | Sold out | 0.00% | −0.14 |
| SCHO Schwab Short-Term US Treas | Sold out | 0.00% | −0.14 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Sold out | 0.00% | −0.13 |
| CPRI Capri Holdings Ltd. | Sold out | 0.00% | −0.13 |
| CWB SS SPDR BB Conv Sec ETF | Reduce -18.4% | 0.55% | −0.13 |
| FLOT iShares Floating Rate Bond E | Reduce -7.6% | 1.32% | −0.09 |
| IQSI Nylim Cndrm Intrnt Eq ETF-Ui | Reduce -5.3% | 1.41% | −0.09 |
| M D C HLDGS INC | Sold out | 0.00% | −0.09 |
| GVI iShares Intermediate Governm | Reduce -27.3% | 0.23% | −0.08 |
| VFH Vanguard Financials ETF | Reduce -79.6% | 0.02% | −0.08 |
| HFXI Nylim Ftse Intr Eq CN ETF-Ui | Reduce -6.8% | 1.11% | −0.08 |
| SIX Six Flags Entertainment Corp. | Sold out | 0.00% | −0.07 |
| JEPI JPMorgan Equity Premium Inco | Reduce -24.5% | 0.21% | −0.07 |
| AMED Amedisys Inc. | Sold out | 0.00% | −0.07 |
| BARCLAYS BANK PLC | Sold out | 0.00% | −0.06 |
| CRM Salesforce Inc. | Reduce -0.2% | 0.38% | −0.06 |
| RSP Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.06 |
| MCD McDonald's Corp. | Reduce -9.6% | 0.25% | −0.05 |
| EWJ iShares MSCI Japan ETF | Reduce -44.4% | 0.06% | −0.05 |
| DOOR Masonite International Corp. | Sold out | 0.00% | −0.05 |
| WH Wyndham Hotels & Resorts Inc. | Reduce -86.2% | 0.01% | −0.05 |
| AMD Advanced Micro Devices | Reduce -0.8% | 0.40% | −0.04 |
| FLRN SS SPDR BB Ig Float RT ETF | Reduce -10.3% | 0.42% | −0.04 |
| BSV Vanguard Short-Term Bond ETF | Reduce -85.2% | 0.01% | −0.04 |
| ACN Accenture PLC Class A | Reduce -0.4% | 0.29% | −0.04 |
| FDN First Trust DJ Internet Ind | Sold out | 0.00% | −0.03 |
| ILMN Illumina Inc. | Sold out | 0.00% | −0.03 |
| IJR iShares Core S&P Small-Cap E | Reduce -25.4% | 0.08% | −0.03 |
| CAT Caterpillar Inc. | Reduce -3.3% | 0.23% | −0.03 |
| VOO Vanguard S&P 500 ETF | Reduce -47.7% | 0.03% | −0.03 |
| VNQ Vanguard Real Estate ETF | Sold out | 0.00% | −0.03 |
| CMCSA Comcast Corp. Class A | Reduce -0.1% | 0.24% | −0.02 |
| IBM Intl Business Machines Corp. | Reduce -0.2% | 0.24% | −0.02 |
| WSM Williams-Sonoma Inc. | Sold out | 0.00% | −0.02 |
| RS Reliance Inc. | Sold out | 0.00% | −0.02 |
| SP SP Plus Corp. | Sold out | 0.00% | −0.02 |
Portfolio Buys Q1 2024 → Q2 2024
| NVDA Nvidia Corp. | Add +5.1% | 4.41% | +1.37 |
| SECR Nylim Mackay Securitized Inc. | New | 0.98% | +0.98 |
| VTIP Vanguard Short-Term Tips | Add +409.4% | 0.39% | +0.31 |
| UUP Invesco DB US Dollar Index B | Add +135.7% | 0.48% | +0.28 |
| IEFA iShares Core MSCI Eafe ETF | Add +83.4% | 0.62% | +0.28 |
| IQSM Nylim CND US MD CP Eq ETF-Ui | Add +19.6% | 2.19% | +0.26 |
| VEA Vanguard Ftse Developed ETF | Add +2326.4% | 0.23% | +0.22 |
| STIP iShares 0-5 Year Tips Bond E | Add +415.8% | 0.27% | +0.22 |
| PFF iShares Preferred & Income S | Add +3689.2% | 0.22% | +0.21 |
| IEMG iShares Core MSCI Emerging | Add +482.1% | 0.23% | +0.19 |
| VWO Vanguard Ftse Emerging Marke | Add +3703.4% | 0.19% | +0.19 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | Add +9.8% | 1.19% | +0.17 |
| PDBC Invesco Optimum Yield Divers | Add +3745.8% | 0.16% | +0.15 |
| ETRN Equitrans Midstream Corp. | New | 0.15% | +0.15 |
| MUB iShares National Muni Bond E | Add +85.1% | 0.30% | +0.14 |
| IWD iShares Russell 1000 Value E | Add +93.3% | 0.27% | +0.13 |
| IWLG Nylim Winslow Large Cap Grow | Add +33.7% | 0.40% | +0.13 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +92.8% | 0.26% | +0.13 |
| VGSH Vanguard Short-Term Treasury | Add +44.9% | 0.40% | +0.13 |
| IJH iShares Core S&P Midcap ETF | Add +257.1% | 0.17% | +0.12 |
| MTUM iShares MSCI USA Momentum Fa | Add +330.5% | 0.15% | +0.12 |
| HCP Hashicorp Inc. Class A | New | 0.11% | +0.11 |
| TSLA Tesla Inc. | Add +1.1% | 0.84% | +0.11 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +31.9% | 0.44% | +0.10 |
| DBA Invesco DB Agriculture Fund | Add +142.7% | 0.17% | +0.10 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.10% | +0.10 |
| INDA iShares MSCI India ETF | Add +75.5% | 0.20% | +0.09 |
| COST Costco Wholesale Corp. | Add +0.9% | 0.58% | +0.09 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.09% | +0.09 |
| XSHQ Invesco S&P Smallcap Quality | Add +82.2% | 0.20% | +0.08 |
| MRO Marathon Oil Corp. | Add +361.7% | 0.11% | +0.08 |
| META Meta Platforms Inc. Class A | Add +0.1% | 1.54% | +0.07 |
| NVEI Nuvei Corp.-Subordinate VTG | New | 0.07% | +0.07 |
| SWN Southwestern Energy Co. | New | 0.07% | +0.07 |
| CTLT Catalent Inc. | Add +67.9% | 0.17% | +0.07 |
| KKR KKR & Co. Inc. | Add +566.6% | 0.08% | +0.07 |
| PSP Invesco Global Listed Privat | New | 0.06% | +0.06 |
| MNA Nylim Merger Arbtrage ETF-Ui | Add +20.6% | 0.34% | +0.06 |
| ALE Allete Inc. | Add +1558.0% | 0.06% | +0.06 |
| HIBB Hibbett Inc. | New | 0.06% | +0.06 |
| MBB iShares MBS ETF | New | 0.06% | +0.06 |
| CHX Championx Corp. | Add +837.3% | 0.06% | +0.06 |
| DFS Discover Financial Services | Add +29.9% | 0.22% | +0.05 |
| PRFT Perficient Inc. | New | 0.05% | +0.05 |
| WMT Walmart Inc. | Add +0.3% | 0.40% | +0.05 |
| WIRE Encore Wire Corp. | Add +1112.2% | 0.05% | +0.05 |
| NFLX Netflix Inc. | Add +0.1% | 0.40% | +0.04 |
| AMAT Applied Materials Inc. | Add +0.8% | 0.30% | +0.04 |
| JNPR Juniper Networks Inc. | Add +35.8% | 0.16% | +0.04 |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | Add +74.2% | 0.09% | +0.04 |
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 |