New York Life Investment Management LLC

Name: New York Life Investment Management LLC 13F holdings, Q1 2025
Creator: New York Life Investment Management LLC
Published: 2025-05-08

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 8, 2025), New York Life Investment Management LLC reported 818 stock positions worth $9.8 billion. Its top holding was Apple (AAPL) at 4.9% of the portfolio, followed by Microsoft (MSFT, 4.2%) and Nvidia (NVDA, 3.6%). Compared with Q4 2024, it opened 54 new positions, sold out of 55, added to 235 and reduced 521. The biggest buy was Vanguard Short-Term Treasury (VGSH, shares +243%) and the biggest sale Nvidia (NVDA, shares −0%).

Most Recent 13F: Q2 2026
Location: New York, NY
CIK: 0001133639
Portfolio Value: $9.8B (Q1 2025)
SEC Filing: 0001085146-25-002757 ↗ filed May 8, 2025

Holdings Value

Holdings 818 stocks · $9.8B


AAPL Apple Inc.	4.90%	2,163,774	$480.6M	Reduce -1.4%
MSFT Microsoft Corp.	4.15%	1,085,906	$407.6M	Reduce -0.0%
NVDA Nvidia Corp.	3.62%	3,277,854	$355.3M	Reduce -0.5%
CPLB Nylim Mackay Core Plus Bond filed as NEW YORK LIFE INVTS ACTIVE E	2.78%	12,856,686	$273.2M	Reduce -8.5%
AMZN Amazon.com Inc.	2.63%	1,355,177	$257.8M	Add +0.7%
IQSU Nylim Cndrim US LC Eq ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET	2.46%	5,321,082	$241.3M	Reduce -1.3%
IQSM Nylim CND US MD CP Eq ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET	2.04%	6,539,357	$199.8M	Add +2.4%
META Meta Platforms Inc. Class A	1.73%	294,244	$169.6M	Add +0.1%
IQSI Nylim Cndrm Intrnt Eq ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET	1.65%	5,361,583	$161.8M	Reduce -12.2%
FLOT iShares Floating Rate Bond E	1.53%	2,934,473	$149.8M	Reduce -4.0%
GOOGL Alphabet Inc. Class A	1.33%	844,811	$130.6M	Reduce -0.8%
BRK.B Berkshire Hathaway Inc. Class B	1.33%	244,226	$130.1M	Reduce 0.0%
SECR Nylim Mackay Securitized Inc. filed as NEW YORK LIFE INVTS ACTIVE E	1.23%	4,638,532	$121.2M	Reduce -8.5%
TSLA Tesla Inc.	1.10%	414,793	$107.5M	Reduce -0.2%
GOOG Alphabet Inc. Class C	1.08%	681,517	$106.5M	Reduce -1.5%
AVGO Broadcom Inc.	1.07%	627,554	$105.1M	Add +0.1%
HFXI Nylim Ftse Intr Eq CN ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET	1.03%	3,686,271	$101.4M	Reduce -12.0%
MGC Vngrd Mrngstr MG Cap ETF-Usd	1.03%	499,875	$100.7M	Reduce -6.9%
IWLG Nylim Winslow Large Cap Grow filed as NEW YORK LIFE INVTS ACTIVE E	1.01%	2,308,616	$99.4M	Add +27.8%
IEFA iShares Core MSCI Eafe ETF	0.99%	1,280,576	$96.9M	Add +65.4%
JPM JPMorgan Chase & Co.	0.93%	374,020	$91.7M	Reduce -1.0%
V Visa Inc. Class A	0.91%	254,958	$89.4M	Reduce -0.3%
LLY Eli Lilly & Co.	0.89%	106,227	$87.7M	Reduce -0.4%
VGSH Vanguard Short-Term Treasury	0.86%	1,441,536	$84.6M	Add +242.7%
XOM Exxon Mobil Corp.	0.71%	582,533	$69.3M	Reduce -1.3%
MA Mastercard Inc. Class A	0.67%	120,448	$66.0M	Reduce -1.0%
UNH Unitedhealth Group Inc.	0.66%	124,114	$65.0M	Add +0.5%
PG The Procter & Gamble Co.	0.60%	347,073	$59.1M	Reduce -0.8%
COST Costco Wholesale Corp.	0.57%	59,370	$56.2M	Reduce -0.1%
IQHI Nylim Mackay High Income ETF filed as NEW YORK LIFE INVTS ACTIVE E	0.56%	2,129,034	$55.5M	Reduce -6.5%
JNJ Johnson & Johnson	0.55%	327,087	$54.2M	Reduce -0.4%
HD Home Depot Inc.	0.55%	146,942	$53.9M	Reduce -0.5%
NFLX Netflix Inc.	0.54%	57,287	$53.4M	Reduce -0.3%
WMT Walmart Inc.	0.52%	580,294	$50.9M	Reduce -0.3%
CWB SS SPDR BB Conv Sec ETF	0.51%	658,630	$50.5M	Reduce -17.4%
ABBV Abbvie Inc.	0.51%	237,429	$49.7M	Reduce -0.3%
AGG iShares Core U.S. Aggregate	0.50%	495,731	$49.0M	Reduce -0.7%
FLRN SS SPDR BB Ig Float RT ETF	0.50%	1,590,085	$49.0M	Reduce -1.3%
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.48%	181,456	$46.9M	Reduce -4.2%
UUP Invesco DB US Dollar Index B	0.45%	1,532,772	$43.7M	Reduce -30.9%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.42%	980,133	$40.9M	Reduce -1.3%
IEMG iShares Core MSCI Emerging	0.41%	748,702	$40.4M	Add +14.8%
CRM Salesforce Inc.	0.39%	141,521	$38.0M	Reduce -0.3%
CVX Chevron Corp.	0.38%	223,709	$37.4M	Reduce -0.4%
VTIP Vanguard Short-Term Tips	0.38%	748,222	$37.3M	Reduce -26.0%
KO The Coca-Cola Co.	0.38%	518,190	$37.1M	Reduce -0.5%
IJR iShares Core S&P Small-Cap E	0.38%	354,474	$37.1M	Add +8.9%
ICVT iShares Convertible Bond ETF	0.37%	439,951	$36.8M	Reduce -10.7%
CSCO Cisco Systems Inc.	0.37%	591,686	$36.5M	Add +10.1%
VEA Vanguard Ftse Developed ETF	0.36%	691,330	$35.1M	Add +11.0%
BKLN Invesco Senior Loan ETF	0.35%	1,673,869	$34.6M	Add +13.5%
VGIT Vanguard Intermediate-Term T	0.34%	556,544	$33.1M	Add +327.2%
LIN Linde PLC	0.33%	70,420	$32.8M	Reduce -0.5%
PM Philip Morris International	0.33%	204,450	$32.5M	Add +0.6%
STIP iShares 0-5 Year Tips Bond E	0.33%	310,126	$32.1M	Reduce -6.6%
GE General Electric filed as GE AEROSPACE	0.33%	159,873	$32.0M	Reduce -1.3%
WFC Wells Fargo & Co.	0.32%	440,026	$31.6M	Reduce -1.6%
ABT Abbott Laboratories	0.32%	235,961	$31.3M	Reduce -0.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.32%	124,361	$30.9M	Reduce -0.3%
MRK Merck & Co. Inc.	0.31%	341,792	$30.7M	Reduce -0.6%
ORCL Oracle Corp.	0.31%	218,401	$30.5M	Add +0.6%
PEP Pepsico Inc.	0.31%	202,935	$30.4M	Reduce -0.5%
GVI iShares Intermediate Governm	0.31%	286,461	$30.4M	Add +69.7%
MCD McDonald's Corp.	0.31%	95,877	$29.9M	Reduce -10.0%
ACN Accenture PLC Class A	0.29%	92,573	$28.9M	Reduce -0.3%
MNA Nylim Merger Arbtrage ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET	0.28%	805,458	$27.6M	Reduce -25.7%
T AT&T Inc.	0.28%	960,197	$27.2M	Reduce -0.3%
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.27%	267,498	$26.4M	Reduce -0.6%
ISRG Intuitive Surgical Inc.	0.27%	53,103	$26.3M	Reduce -0.4%
VZ Verizon Communications Inc.	0.26%	562,785	$25.5M	Reduce -0.3%
PFF iShares Preferred & Income S	0.26%	829,008	$25.5M	Add +9.8%
TMO Thermo Fisher Scientific Inc.	0.26%	51,179	$25.5M	Reduce -0.3%
MTUM iShares MSCI USA Momentum Fa	0.26%	125,956	$25.5M	Add +7.8%
INTU Intuit Inc.	0.26%	41,388	$25.4M	Reduce -0.6%
QCOM Qualcomm Inc.	0.26%	164,831	$25.3M	Reduce -0.9%
DBA Invesco DB Agriculture Fund	0.25%	947,846	$25.0M	Add +0.5%
AMD Advanced Micro Devices	0.25%	242,943	$25.0M	Reduce -0.5%
ADBE Adobe Inc.	0.25%	64,669	$24.8M	Reduce -1.4%
IJH iShares Core S&P Midcap ETF	0.25%	420,079	$24.5M	Reduce -12.9%
PGR Progressive Corp.	0.25%	86,568	$24.5M	Reduce -0.4%
TXN Texas Instruments Inc.	0.25%	135,635	$24.4M	Reduce -0.6%
NOW ServiceNow Inc.	0.25%	30,519	$24.3M	Reduce -0.4%
MUB iShares National Muni Bond E	0.24%	225,821	$23.8M	Reduce -4.0%
RTX RTX Corp.	0.24%	178,620	$23.7M	Reduce -0.3%
SPGI S&P Global Inc.	0.24%	46,496	$23.6M	Reduce -1.2%
PLTR Palantir Technologies Inc. Class A	0.24%	274,329	$23.2M	Reduce -0.3%
GS Goldman Sachs Group Inc.	0.23%	41,723	$22.8M	Reduce -0.9%
AMGN Amgen Inc.	0.23%	72,284	$22.5M	Reduce -0.6%
XSHQ Invesco S&P Smallcap Quality	0.23%	568,346	$22.5M	Add +11.8%
VWO Vanguard Ftse Emerging Marke	0.23%	491,998	$22.3M	Add +7.2%
AXP American Express Co.	0.23%	82,119	$22.1M	Reduce -0.8%
INDA iShares MSCI India ETF	0.22%	427,586	$22.0M	Reduce -17.1%
VTEB Vanguard Tax-Exempt Bond ETF	0.22%	443,169	$22.0M	Reduce -4.2%
NEE Nextera Energy Inc.	0.22%	306,260	$21.7M	Reduce -0.5%
SRLN SS Blackstone Sr Loan ETF	0.22%	521,111	$21.4M	Add +14.9%
MS Morgan Stanley	0.22%	182,762	$21.3M	Reduce -0.7%
CAT Caterpillar Inc.	0.22%	64,081	$21.1M	Reduce -1.4%
GILD Gilead Sciences Inc.	0.21%	186,782	$20.9M	Reduce -0.7%
CMCSA Comcast Corp. Class A	0.21%	558,217	$20.6M	Reduce -1.7%
UBER Uber Technologies Inc.	0.21%	280,015	$20.4M	Reduce -1.1%

Show all 818 holdings

Portfolio Sells Q4 2024 → Q1 2025


NVDA Nvidia Corp.	Reduce -0.5%	3.62%	−0.70
TSLA Tesla Inc.	Reduce -0.2%	1.10%	−0.54
AAPL Apple Inc.	Reduce -1.4%	4.90%	−0.47
MSFT Microsoft Corp.	Reduce -0.0%	4.15%	−0.32
GOOGL Alphabet Inc. Class A	Reduce -0.8%	1.33%	−0.24
GOOG Alphabet Inc. Class C	Reduce -1.5%	1.08%	−0.20
UUP Invesco DB US Dollar Index B	Reduce -30.9%	0.45%	−0.19
DFS Discover Financial Services	Reduce -70.8%	0.06%	−0.15
IWD iShares Russell 1000 Value E	Sold out	0.00%	−0.12
VONV Vanguard Russell 1000 Value	Reduce -81.5%	0.03%	−0.11
JNPR Juniper Networks Inc.	Reduce -77.7%	0.03%	−0.10
URA Global X Uranium ETF	Sold out	0.00%	−0.10
VTIP Vanguard Short-Term Tips	Reduce -26.0%	0.38%	−0.10
HCP Hashicorp Inc. Class A	Sold out	0.00%	−0.09
CWB SS SPDR BB Conv Sec ETF	Reduce -17.4%	0.51%	−0.09
IQSU Nylim Cndrim US LC Eq ETF-Ui	Reduce -1.3%	2.46%	−0.09
MGC Vngrd Mrngstr MG Cap ETF-Usd	Reduce -6.9%	1.03%	−0.09
SUM Summit Materials Inc. Class A	Sold out	0.00%	−0.09
IVV iShares Core S&P 500 ETF	Reduce -50.6%	0.08%	−0.09
EWH iShares MSCI Hong Kong ETF	Sold out	0.00%	−0.09
ALTR Altair Engineering Inc. Class A	Sold out	0.00%	−0.08
XLF SS Financial Select Sector	Reduce -79.4%	0.02%	−0.08
CRM Salesforce Inc.	Reduce -0.3%	0.39%	−0.08
CPLB Nylim Mackay Core Plus Bond	Reduce -8.5%	2.78%	−0.07
SMAR Smartsheet Inc. Class A	Sold out	0.00%	−0.07
NOW ServiceNow Inc.	Reduce -0.4%	0.25%	−0.07
MNA Nylim Merger Arbtrage ETF-Ui	Reduce -25.7%	0.28%	−0.07
SHYG iShares 0-5 YR HY Corp. Bond	Reduce -71.6%	0.03%	−0.07
ROIC Retail Opportunity Investmen	Sold out	0.00%	−0.06
BALY Bally's Corp.	Sold out	0.00%	−0.06
ALTM Arcadium Lithium PLC	Sold out	0.00%	−0.06
IQSI Nylim Cndrm Intrnt Eq ETF-Ui	Reduce -12.2%	1.65%	−0.05
BARNES GROUP INC	Sold out	0.00%	−0.05
IJH iShares Core S&P Midcap ETF	Reduce -12.9%	0.25%	−0.04
KRE SS SPDR S&P Regional Bank	Sold out	0.00%	−0.04
INDA iShares MSCI India ETF	Reduce -17.1%	0.22%	−0.04
ANET Arista Networks Inc.	Reduce -0.3%	0.11%	−0.04
INFN Infinera Corp.	Sold out	0.00%	−0.04
ARCH Arch Resources Inc.	Sold out	0.00%	−0.04
VFH Vanguard Financials ETF	Reduce -88.3%	0.00%	−0.03
ICVT iShares Convertible Bond ETF	Reduce -10.7%	0.37%	−0.03
AMD Advanced Micro Devices	Reduce -0.5%	0.25%	−0.03
HFXI Nylim Ftse Intr Eq CN ETF-Ui	Reduce -12.0%	1.03%	−0.03
ADBE Adobe Inc.	Reduce -1.4%	0.25%	−0.03
SASR Sandy Spring Bancorp Inc.	Sold out	0.00%	−0.03
HTLF Heartland Financial USA Inc.	Sold out	0.00%	−0.03
XLB SS Materials Select Sector	Reduce -39.0%	0.05%	−0.03
SECR Nylim Mackay Securitized Inc.	Reduce -8.5%	1.23%	−0.03
KKR KKR & Co. Inc.	Reduce -0.4%	0.12%	−0.03
PYPL PayPal Holdings Inc.	Reduce -1.8%	0.10%	−0.03

Portfolio Buys Q4 2024 → Q1 2025


VGSH Vanguard Short-Term Treasury	Add +242.7%	0.86%	+0.62
IEFA iShares Core MSCI Eafe ETF	Add +65.4%	0.99%	+0.46
VGIT Vanguard Intermediate-Term T	Add +327.2%	0.34%	+0.26
IWLG Nylim Winslow Large Cap Grow	Add +27.8%	1.01%	+0.18
GVI iShares Intermediate Governm	Add +69.7%	0.31%	+0.14
SCZ iShares MSCI Eafe Small-Cap	New	0.13%	+0.13
ITCI Intra-Cellular Therapies Inc.	New	0.10%	+0.10
IPG Interpublic Group of Cos Inc.	Add +365.8%	0.12%	+0.09
PM Philip Morris International	Add +0.6%	0.33%	+0.09
PTVE Pactiv Evergreen Inc.	New	0.08%	+0.08
DASH DoorDash Inc. Class A	Add +791.0%	0.09%	+0.08
IEMG iShares Core MSCI Emerging	Add +14.8%	0.41%	+0.08
SWI Solarwinds Corp.	New	0.08%	+0.08
PYCR Paycor HCM Inc.	New	0.07%	+0.07
HEES H&E Equipment Services Inc.	New	0.07%	+0.07
VWOB Vanguard Emerg MKTS Gov BND	New	0.07%	+0.07
VEA Vanguard Ftse Developed ETF	Add +11.0%	0.36%	+0.07
PDCO Patterson Cos Inc.	New	0.06%	+0.06
CSCO Cisco Systems Inc.	Add +10.1%	0.37%	+0.06
TGI Triumph Group Inc.	New	0.06%	+0.06
SCHW Schwab (charles) Corp.	Add +23.9%	0.20%	+0.05
UNH Unitedhealth Group Inc.	Add +0.5%	0.66%	+0.05
BKLN Invesco Senior Loan ETF	Add +13.5%	0.35%	+0.05
PLYA Playa Hotels & Resorts NV	New	0.05%	+0.05
META Meta Platforms Inc. Class A	Add +0.1%	1.73%	+0.05
AMPS Altus Power Inc.	New	0.05%	+0.05
GB Global Blue Group Holding AG	New	0.04%	+0.04
ENFN Enfusion Inc. Class A	New	0.04%	+0.04
SCHM Schwab US Mid Cap ETF	New	0.04%	+0.04
K Kellanova	Add +26.7%	0.13%	+0.03
DBMF Imgp Dbi MFT STR ETF-Usd Inc.	Add +48.3%	0.10%	+0.03
MCHI iShares MSCI China ETF	New	0.03%	+0.03
SRLN SS Blackstone Sr Loan ETF	Add +14.9%	0.22%	+0.03
WELL Welltower Inc.	Add +2.4%	0.14%	+0.03
ML Moneylion Inc.	New	0.03%	+0.03
XLC SS Comm Select Sector SPDR	New	0.03%	+0.03
SYK Stryker Corp.	Add +10.1%	0.19%	+0.03
AJG Arthur J Gallagher & Co.	Add +2.5%	0.13%	+0.03
FNA Paragon 28 Inc.	New	0.03%	+0.03
VWO Vanguard Ftse Emerging Marke	Add +7.2%	0.23%	+0.03
EXE Expand Energy Corp.	New	0.03%	+0.03
PFF iShares Preferred & Income S	Add +9.8%	0.26%	+0.03
SPR Spirit Aerosystems Hold Class A	Add +35.7%	0.09%	+0.03
WSM Williams-Sonoma Inc.	New	0.02%	+0.02
MTUM iShares MSCI USA Momentum Fa	Add +7.8%	0.26%	+0.02
MO Altria Group Inc.	Add +0.6%	0.14%	+0.02
JEPI JPMorgan Equity Premium Inco	Add +38.6%	0.07%	+0.02
BROOKLINE BANCORP INC	New	0.02%	+0.02
DUK Duke Energy Corp.	Add +0.1%	0.13%	+0.02
ALE Allete Inc.	Add +23.8%	0.08%	+0.02

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