New York Life Investment Management LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 5, 2025), New York Life Investment Management LLC reported 819 stock positions worth $10.2 billion. Its top holding was Apple (AAPL) at 5.4% of the portfolio, followed by Microsoft (MSFT, 4.5%) and Nvidia (NVDA, 4.3%). Compared with Q3 2024, it opened 60 new positions, sold out of 86, added to 336 and reduced 413. The biggest buy was Nylim Mackay Core Plus Bond (CPLB, shares +90%) and the biggest sale an exit from New York Life Investments Et.

Most Recent 13F
Q2 2026
Location
New York, NY
CIK
0001133639
Portfolio Value
$10.2B (Q4 2024)
SEC Filing
0001085146-25-000773 ↗ filed Feb 5, 2025

Holdings Value

0$5.0B$10.0B$15.0B Q1 2024: $10.0B Q1 2024 Q2 2024: $9.9B Q2 2024 Q3 2024: $10.3B Q3 2024 Q4 2024: $10.2B $10.2B Q4 2024 Q1 2025: $9.8B Q1 2025 Q2 2025: $10.7B Q2 2025 Q3 2025: $11.4B Q3 2025 Q4 2025: $11.6B Q4 2025 Q1 2026: $11.8B Q1 2026 Q2 2026: $14.3B Q2 2026

Holdings 819 stocks · $10.2B
AAPL Apple Inc. 5.37% 2,194,371 $549.5M Add +0.3%
MSFT Microsoft Corp. 4.47% 1,086,121 $457.8M Add +0.8%
NVDA Nvidia Corp. 4.32% 3,293,920 $442.3M Add +0.5%
AMZN Amazon.com Inc. 2.88% 1,345,690 $295.2M Add +7.7%
CPLB Nylim Mackay Core Plus Bond filed as NEW YORK LIFE INVTS ACTIVE E 2.86% 14,051,884 $292.4M Add +89.9%
IQSU Nylim Cndrim US LC Eq ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET 2.55% 5,389,345 $260.9M Reduce -0.5%
IQSM Nylim CND US MD CP Eq ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET 2.03% 6,389,054 $207.4M Reduce -9.0%
IQSI Nylim Cndrm Intrnt Eq ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET 1.70% 6,108,378 $174.2M Add +30.6%
META Meta Platforms Inc. Class A 1.68% 293,890 $172.1M Add +0.5%
TSLA Tesla Inc. 1.64% 415,761 $167.9M Add +0.8%
GOOGL Alphabet Inc. Class A 1.58% 852,090 $161.3M Add +0.1%
FLOT iShares Floating Rate Bond E 1.52% 3,055,129 $155.4M Add +12.8%
AVGO Broadcom Inc. 1.42% 626,950 $145.4M Add +1.1%
GOOG Alphabet Inc. Class C 1.29% 692,102 $131.8M Reduce -0.4%
SECR Nylim Mackay Securitized Inc. filed as NEW YORK LIFE INVTS ACTIVE E 1.26% 5,071,175 $129.3M Add +43.3%
MGC Vngrd Mrngstr MG Cap ETF-Usd 1.11% 536,666 $114.1M Add +3.3%
BRK.B Berkshire Hathaway Inc. Class B 1.08% 244,232 $110.7M Add +0.8%
HFXI Nylim Ftse Intr Eq CN ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET 1.07% 4,189,063 $109.2M Add +0.9%
JPM JPMorgan Chase & Co. 0.88% 377,866 $90.6M Reduce -0.4%
IWLG Nylim Winslow Large Cap Grow filed as NEW YORK LIFE INVTS ACTIVE E 0.83% 1,806,533 $85.3M Add +34.9%
LLY Eli Lilly & Co. 0.80% 106,689 $82.4M Add +0.8%
V Visa Inc. Class A 0.79% 255,667 $80.8M Add +4.0%
UUP Invesco DB US Dollar Index B 0.64% 2,219,024 $65.3M Reduce -0.4%
MA Mastercard Inc. Class A 0.63% 121,687 $64.1M Reduce -0.6%
XOM Exxon Mobil Corp. 0.62% 590,013 $63.5M Reduce -0.3%
UNH Unitedhealth Group Inc. 0.61% 123,524 $62.5M Reduce -10.2%
CWB SS SPDR BB Conv Sec ETF 0.61% 796,891 $62.1M Add +3.7%
IQHI Nylim Mackay High Income ETF filed as NEW YORK LIFE INVTS ACTIVE E 0.58% 2,276,374 $59.3M Add +0.8%
PG The Procter & Gamble Co. 0.57% 349,922 $58.7M Add +0.2%
HD Home Depot Inc. 0.56% 147,646 $57.4M Add +0.4%
COST Costco Wholesale Corp. 0.53% 59,440 $54.5M Add +0.7%
IEFA iShares Core MSCI Eafe ETF 0.53% 774,147 $54.4M Add +3.5%
WMT Walmart Inc. 0.51% 582,171 $52.6M Add +0.7%
NFLX Netflix Inc. 0.50% 57,456 $51.2M Add +0.4%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.49% 189,376 $50.0M Reduce -3.3%
FLRN SS SPDR BB Ig Float RT ETF 0.48% 1,611,735 $49.5M Add +7.5%
VTIP Vanguard Short-Term Tips 0.48% 1,010,729 $48.9M Add +113.8%
AGG iShares Core U.S. Aggregate 0.47% 499,110 $48.4M Add +8.9%
JNJ Johnson & Johnson 0.46% 328,549 $47.5M Add +0.8%
CRM Salesforce Inc. 0.46% 141,951 $47.5M Reduce -1.4%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.43% 993,223 $43.7M Reduce -1.0%
ABBV Abbvie Inc. 0.41% 238,257 $42.3M Add +0.9%
ICVT iShares Convertible Bond ETF 0.41% 492,630 $41.9M Add +3.1%
IJR iShares Core S&P Small-Cap E 0.37% 325,440 $37.5M Add +50.6%
ORCL Oracle Corp. 0.35% 217,069 $36.2M Add +1.3%
MNA Nylim Merger Arbtrage ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET 0.35% 1,084,576 $35.7M Reduce -5.7%
MRK Merck & Co. Inc. 0.33% 344,002 $34.2M Add +0.7%
IEMG iShares Core MSCI Emerging 0.33% 651,913 $34.0M Add +4.4%
STIP iShares 0-5 Year Tips Bond E 0.33% 332,198 $33.4M Add +91.6%
ACN Accenture PLC Class A 0.32% 92,901 $32.7M Reduce -1.0%
CVX Chevron Corp. 0.32% 224,623 $32.5M Reduce -0.9%
NOW ServiceNow Inc. 0.32% 30,645 $32.5M Add +0.4%
KO The Coca-Cola Co. 0.32% 520,945 $32.4M Add +0.5%
CSCO Cisco Systems Inc. 0.31% 537,349 $31.8M Reduce -10.5%
WFC Wells Fargo & Co. 0.31% 447,132 $31.4M Reduce -1.9%
BKLN Invesco Senior Loan ETF 0.30% 1,475,028 $31.1M Reduce -6.4%
PEP Pepsico Inc. 0.30% 204,006 $31.0M Reduce -0.2%
MCD McDonald's Corp. 0.30% 106,545 $30.9M Add +11.1%
IJH iShares Core S&P Midcap ETF 0.29% 482,468 $30.1M Add +2.9%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.29% 269,198 $30.0M Reduce -0.0%
VEA Vanguard Ftse Developed ETF 0.29% 622,602 $29.8M Reduce -3.8%
LIN Linde PLC 0.29% 70,778 $29.6M Reduce -0.6%
AMD Advanced Micro Devices 0.29% 244,138 $29.5M Add +1.1%
ADBE Adobe Inc. 0.28% 65,595 $29.2M Reduce -0.4%
ISRG Intuitive Surgical Inc. 0.27% 53,339 $27.8M Add +12.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.27% 124,751 $27.4M Reduce -9.0%
INDA iShares MSCI India ETF 0.27% 515,495 $27.1M Add +2.2%
GE General Electric filed as GE AEROSPACE 0.26% 161,926 $27.0M Reduce 0.0%
ABT Abbott Laboratories 0.26% 237,304 $26.8M Add +0.5%
TMO Thermo Fisher Scientific Inc. 0.26% 51,334 $26.7M Add +0.9%
INTU Intuit Inc. 0.26% 41,627 $26.2M Add +0.2%
TXN Texas Instruments Inc. 0.25% 136,515 $25.6M Add +0.3%
QCOM Qualcomm Inc. 0.25% 166,291 $25.5M Add +0.1%
DBA Invesco DB Agriculture Fund 0.24% 943,519 $25.1M Reduce -1.8%
MUB iShares National Muni Bond E 0.24% 235,135 $25.1M Reduce -5.8%
AXP American Express Co. 0.24% 82,818 $24.6M Reduce -0.8%
VGSH Vanguard Short-Term Treasury 0.24% 420,641 $24.5M Reduce -47.8%
PM Philip Morris International 0.24% 203,170 $24.5M Add +0.9%
MTUM iShares MSCI USA Momentum Fa 0.24% 116,839 $24.2M Reduce -5.4%
GS Goldman Sachs Group Inc. 0.24% 42,109 $24.1M Reduce -0.3%
PFF iShares Preferred & Income S 0.23% 755,053 $23.7M Reduce -4.2%
CAT Caterpillar Inc. 0.23% 64,962 $23.6M Add +0.4%
SPGI S&P Global Inc. 0.23% 47,064 $23.4M Reduce -0.8%
VTEB Vanguard Tax-Exempt Bond ETF 0.23% 462,688 $23.2M Reduce -2.3%
MS Morgan Stanley 0.23% 183,990 $23.1M Reduce -0.3%
VZ Verizon Communications Inc. 0.22% 564,593 $22.6M Add +0.4%
BKNG Booking Holdings Inc. 0.22% 4,442 $22.1M Reduce -0.5%
NEE Nextera Energy Inc. 0.22% 307,798 $22.1M Add +0.5%
DFS Discover Financial Services 0.21% 127,120 $22.0M Reduce -24.6%
T AT&T Inc. 0.21% 963,304 $21.9M Add +0.8%
XSHQ Invesco S&P Smallcap Quality 0.21% 508,483 $21.5M Add +0.4%
CMCSA Comcast Corp. Class A 0.21% 567,689 $21.3M Reduce -0.9%
PFE Pfizer Inc. 0.20% 786,520 $20.9M Add +1.2%
PGR Progressive Corp. 0.20% 86,944 $20.8M Add +0.3%
LOW Lowe's Cos Inc. 0.20% 84,359 $20.8M Reduce -0.2%
PLTR Palantir Technologies Inc. Class A 0.20% 275,020 $20.8M Add +127.5%
RTX RTX Corp. 0.20% 179,172 $20.7M Add +0.8%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.20% 167,486 $20.2M Reduce -0.1%
VWO Vanguard Ftse Emerging Marke 0.20% 458,951 $20.2M Reduce -1.6%
BLK BlackRock Inc. 0.20% 19,506 $20.0M Add +4.3%

Show all 819 holdings

Portfolio Sells Q3 2024 → Q4 2024
NEW YORK LIFE INVESTMENTS ET Sold out 0.00% −1.44
NEW YORK LIFE INVESTMENTS ET Sold out 0.00% −1.25
VGSH Vanguard Short-Term Treasury Reduce -47.8% 0.24% −0.22
IQSM Nylim CND US MD CP Eq ETF-Ui Reduce -9.0% 2.03% −0.22
CTLT Catalent Inc. Sold out 0.00% −0.18
UNH Unitedhealth Group Inc. Reduce -10.2% 0.61% −0.17
EMXC iShares MSCI Emr MRK Ex Chna Sold out 0.00% −0.10
AMT American Tower Corp. Reduce -30.0% 0.12% −0.10
MRO Marathon Oil Corp. Sold out 0.00% −0.10
DTCR Global X Data Center & Digit Sold out 0.00% −0.10
PLD Prologis Inc. Reduce -28.4% 0.14% −0.09
JEPI JPMorgan Equity Premium Inco Reduce -61.8% 0.05% −0.09
CCI Crown Castle Inc. Reduce -46.1% 0.06% −0.08
IWD iShares Russell 1000 Value E Reduce -37.8% 0.12% −0.08
NVEI Nuvei Corp.-Subordinate VTG Sold out 0.00% −0.07
SBAC SBA Communications Corp. Reduce -62.9% 0.03% −0.07
INST Instructure Holdings Inc. Sold out 0.00% −0.07
SRCL Stericycle Inc. Sold out 0.00% −0.07
SQSP Squarespace Inc. Class A Sold out 0.00% −0.07
ENV Envestnet Inc. Sold out 0.00% −0.07
WELL Welltower Inc. Reduce -36.0% 0.11% −0.06
EWJ iShares MSCI Japan ETF Sold out 0.00% −0.06
AXONICS INC Sold out 0.00% −0.06
CHX Championx Corp. Reduce -90.7% 0.01% −0.06
DLR Digital Realty Trust Inc. Reduce -46.7% 0.08% −0.06
UNIT Uniti Group LLC Com SHS Sold out 0.00% −0.06
EQIX Equinix Inc. Reduce -33.9% 0.13% −0.06
XOM Exxon Mobil Corp. Reduce -0.3% 0.62% −0.05
INDEXIQ ETF TR Sold out 0.00% −0.05
PRFT Perficient Inc. Sold out 0.00% −0.05
IBTX Independent Bank Group Inc. Sold out 0.00% −0.05
SHV iShares 0-1 Year Treasury Bo Reduce -62.4% 0.03% −0.05
ADBE Adobe Inc. Reduce -0.4% 0.28% −0.05
AMAT Applied Materials Inc. Reduce -0.1% 0.20% −0.05
LINE Lineage Inc. Sold out 0.00% −0.04
AY Atlantica Sustainable Infras Sold out 0.00% −0.04
VEA Vanguard Ftse Developed ETF Reduce -3.8% 0.29% −0.04
RCM R1 RCM Inc. Sold out 0.00% −0.04
LIN Linde PLC Reduce -0.6% 0.29% −0.04
SCHM Schwab US Mid Cap ETF Sold out 0.00% −0.04
GLDM SPDR Gold Minishares Trust Reduce -88.0% 0.01% −0.04
AVB Avalonbay Communities Inc. Reduce -44.0% 0.05% −0.04
PEP Pepsico Inc. Reduce -0.2% 0.30% −0.04
VTR Ventas Inc. Reduce -44.0% 0.04% −0.03
GE General Electric Reduce 0.0% 0.26% −0.03
VMRK Vivmark Residential Reduce -46.6% 0.04% −0.03
STER Sterling Check Corp. Sold out 0.00% −0.03
VZIO Vizio Holding Corp. Class A Sold out 0.00% −0.03
TELL Tellurian Inc. Sold out 0.00% −0.03
REXR Rexford Industrial Realty Inc. Reduce -71.0% 0.01% −0.03

Portfolio Buys Q3 2024 → Q4 2024
CPLB Nylim Mackay Core Plus Bond Add +89.9% 2.86% +1.29
AMZN Amazon.com Inc. Add +7.7% 2.88% +0.62
TSLA Tesla Inc. Add +0.8% 1.64% +0.59
NVDA Nvidia Corp. Add +0.5% 4.32% +0.45
AAPL Apple Inc. Add +0.3% 5.37% +0.41
AVGO Broadcom Inc. Add +1.1% 1.42% +0.38
SECR Nylim Mackay Securitized Inc. Add +43.3% 1.26% +0.34
IQSI Nylim Cndrm Intrnt Eq ETF-Ui Add +30.6% 1.70% +0.27
VTIP Vanguard Short-Term Tips Add +113.8% 0.48% +0.25
IWLG Nylim Winslow Large Cap Grow Add +34.9% 0.83% +0.24
GOOGL Alphabet Inc. Class A Add +0.1% 1.58% +0.20
FLOT iShares Floating Rate Bond E Add +12.8% 1.52% +0.17
PLTR Palantir Technologies Inc. Class A Add +127.5% 0.20% +0.16
STIP iShares 0-5 Year Tips Bond E Add +91.6% 0.33% +0.16
V Visa Inc. Class A Add +4.0% 0.79% +0.13
IJR iShares Core S&P Small-Cap E Add +50.6% 0.37% +0.12
IVV iShares Core S&P 500 ETF Add +196.7% 0.17% +0.11
NFLX Netflix Inc. Add +0.4% 0.50% +0.11
APO Apollo Global Management Inc. Add +794.4% 0.11% +0.10
FYBR Frontier Communications Pare New 0.09% +0.09
SUM Summit Materials Inc. Class A Add +1191.5% 0.09% +0.08
BERY Berry Global Group Inc. New 0.08% +0.08
ALTR Altair Engineering Inc. Class A Add +1103.3% 0.08% +0.08
VGIT Vanguard Intermediate-Term T New 0.07% +0.07
WDAY Workday Inc. Class A Add +697.3% 0.08% +0.07
SMAR Smartsheet Inc. Class A New 0.07% +0.07
MGC Vngrd Mrngstr MG Cap ETF-Usd Add +3.3% 1.11% +0.07
ROIC Retail Opportunity Investmen New 0.06% +0.06
ALTM Arcadium Lithium PLC New 0.06% +0.06
WMT Walmart Inc. Add +0.7% 0.51% +0.06
BA The Boeing Co. Add +28.8% 0.17% +0.06
META Meta Platforms Inc. Class A Add +0.5% 1.68% +0.05
ATSG Air Transport Services Group New 0.05% +0.05
NOW ServiceNow Inc. Add +0.4% 0.32% +0.05
BARNES GROUP INC New 0.05% +0.05
ISRG Intuitive Surgical Inc. Add +12.8% 0.27% +0.05
GEV GE Vernova Inc. Add +12.1% 0.13% +0.04
KRE SS SPDR S&P Regional Bank New 0.04% +0.04
ARCH Arch Resources Inc. New 0.04% +0.04
TLT iShares 20+ Year Treasury BD Add +86.5% 0.09% +0.04
FLRN SS SPDR BB Ig Float RT ETF Add +7.5% 0.48% +0.03
CWB SS SPDR BB Conv Sec ETF Add +3.7% 0.61% +0.03
SASR Sandy Spring Bancorp Inc. New 0.03% +0.03
QUAL iShares MSCI USA Quality Fac Add +24.6% 0.14% +0.03
TPL Texas Pacific Land Corp. New 0.03% +0.03
ZUO Zuora Inc. Class A New 0.03% +0.03
SILV Silvercrest Metals Inc. New 0.03% +0.03
LII Lennox International Inc. New 0.03% +0.03
XLF SS Financial Select Sector Add +21.7% 0.10% +0.02
SLV iShares Silver Trust New 0.02% +0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 778$14.3BNVDA, AAPL, MSFT, LRND, AMZN
Q1 2026 781$11.8BNVDA, AAPL, MSFT, AMZN, IQSM
Q4 2025 766$11.6BNVDA, AAPL, MSFT, AMZN, CPLB
Q3 2025 804$11.4BNVDA, MSFT, AAPL, AMZN, CPLB
Q2 2025 798$10.7BMSFT, NVDA, AAPL, AMZN, CPLB
Q1 2025 818$9.8BAAPL, MSFT, NVDA, CPLB, AMZN
Q4 2024 819$10.2BAAPL, MSFT, NVDA, AMZN, CPLB
Q3 2024 845$10.3BAAPL, MSFT, NVDA, IQSU, AMZN
Q2 2024 847$9.9BMSFT, AAPL, NVDA, IQSU, AMZN
Q1 2024 1,327$10.0BMSFT, AAPL, NVDA, IQSU, AMZN