New York Life Investment Management LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 1, 2025), New York Life Investment Management LLC reported 798 stock positions worth $10.7 billion. Its top holding was Microsoft (MSFT) at 5.0% of the portfolio, followed by Nvidia (NVDA, 4.9%) and Apple (AAPL, 4.2%). Compared with Q1 2025, it opened 39 new positions, sold out of 60, added to 444 and reduced 307. The biggest buy was Nvidia (NVDA, shares +1%) and the biggest sale an exit from Invesco DB US Dollar Index B (UUP).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001133639
- Portfolio Value
- $10.7B (Q2 2025)
- SEC Filing
- 0001085146-25-004443 ↗ filed Aug 1, 2025
Holdings Value
Holdings 798 stocks · $10.7B
| MSFT Microsoft Corp. | 5.05% | 1,084,104 | $539.2M | Reduce -0.2% |
| NVDA Nvidia Corp. | 4.91% | 3,319,477 | $524.4M | Add +1.3% |
| AAPL Apple Inc. | 4.23% | 2,204,347 | $452.3M | Add +1.9% |
| AMZN Amazon.com Inc. | 2.65% | 1,290,118 | $283.0M | Reduce -4.8% |
| CPLB Nylim Mackay Core Plus Bond filed as NEW YORK LIFE INVTS ACTIVE E | 2.60% | 13,007,832 | $277.3M | Add +1.2% |
| IQSU Nylim Cndrim US LC Eq ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET | 2.20% | 4,731,764 | $234.6M | Reduce -11.1% |
| META Meta Platforms Inc. Class A | 2.05% | 296,545 | $218.9M | Add +0.8% |
| IQSM Nylim CND US MD CP Eq ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET | 1.92% | 6,376,327 | $205.6M | Reduce -2.5% |
| AVGO Broadcom Inc. | 1.65% | 639,939 | $176.4M | Add +2.0% |
| IQSI Nylim Cndrm Intrnt Eq ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET | 1.55% | 4,975,749 | $165.2M | Reduce -7.2% |
| GOOGL Alphabet Inc. Class A | 1.40% | 850,979 | $150.0M | Add +0.7% |
| TSLA Tesla Inc. | 1.25% | 420,076 | $133.4M | Add +1.3% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 1.21% | 576,611 | $129.7M | Add +15.3% |
| FLOT iShares Floating Rate Bond E | 1.18% | 2,470,705 | $126.1M | Reduce -15.8% |
| SECR Nylim Mackay Securitized Inc. filed as NEW YORK LIFE INVTS ACTIVE E | 1.16% | 4,728,931 | $123.6M | Add +1.9% |
| GOOG Alphabet Inc. Class C | 1.14% | 684,778 | $121.5M | Add +0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.13% | 248,474 | $120.7M | Add +1.7% |
| IWLG Nylim Winslow Large Cap Grow filed as NEW YORK LIFE INVTS ACTIVE E | 1.07% | 2,201,540 | $114.0M | Reduce -4.6% |
| JPM JPMorgan Chase & Co. | 1.03% | 378,045 | $109.6M | Add +1.1% |
| HFXI Nylim Ftse Intr Eq CN ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET | 0.97% | 3,505,439 | $103.3M | Reduce -4.9% |
| V Visa Inc. Class A | 0.85% | 256,317 | $91.0M | Add +0.5% |
| VGSH Vanguard Short-Term Treasury | 0.84% | 1,534,018 | $90.2M | Add +6.4% |
| LLY Eli Lilly & Co. | 0.79% | 107,958 | $84.2M | Add +1.6% |
| NFLX Netflix Inc. | 0.73% | 57,951 | $77.6M | Add +1.2% |
| VEA Vanguard Ftse Developed ETF | 0.72% | 1,357,275 | $77.4M | Add +96.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.71% | 908,605 | $75.8M | Reduce -29.1% |
| MA Mastercard Inc. Class A | 0.64% | 121,372 | $68.2M | Add +0.8% |
| FLBL Franklin Senior Loan ETF | 0.59% | 2,612,190 | $63.3M | New |
| XOM Exxon Mobil Corp. | 0.59% | 586,102 | $63.2M | Add +0.6% |
| COST Costco Wholesale Corp. | 0.56% | 60,342 | $59.7M | Add +1.6% |
| WMT Walmart Inc. | 0.54% | 588,012 | $57.5M | Add +1.3% |
| IQHI Nylim Mackay High Income ETF filed as NEW YORK LIFE INVTS ACTIVE E | 0.53% | 2,156,373 | $56.9M | Add +1.3% |
| PG The Procter & Gamble Co. | 0.52% | 351,565 | $56.0M | Add +1.3% |
| AGG iShares Core U.S. Aggregate | 0.51% | 552,328 | $54.8M | Add +11.4% |
| HD Home Depot Inc. | 0.51% | 148,814 | $54.6M | Add +1.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.49% | 187,020 | $52.3M | Add +3.1% |
| JNJ Johnson & Johnson | 0.48% | 332,631 | $50.8M | Add +1.7% |
| CWB SS SPDR BB Conv Sec ETF | 0.47% | 605,123 | $50.0M | Reduce -8.1% |
| VTIP Vanguard Short-Term Tips | 0.46% | 975,383 | $49.0M | Add +30.4% |
| ORCL Oracle Corp. | 0.46% | 222,416 | $48.6M | Add +1.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.44% | 982,762 | $46.5M | Add +0.3% |
| ABBV Abbvie Inc. | 0.42% | 241,308 | $44.8M | Add +1.6% |
| CSCO Cisco Systems Inc. | 0.39% | 598,457 | $41.5M | Add +1.1% |
| GE General Electric filed as GE AEROSPACE | 0.39% | 159,846 | $41.1M | Reduce -0.0% |
| ICVT iShares Convertible Bond ETF | 0.39% | 456,391 | $41.1M | Add +3.7% |
| STIP iShares 0-5 Year Tips Bond E | 0.38% | 398,190 | $41.0M | Add +28.4% |
| MUB iShares National Muni Bond E | 0.38% | 388,999 | $40.6M | Add +72.3% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.37% | 633,429 | $40.0M | New |
| FLRN SS SPDR BB Ig Float RT ETF | 0.37% | 1,286,378 | $39.7M | Reduce -19.1% |
| PLTR Palantir Technologies Inc. Class A | 0.37% | 289,331 | $39.4M | Add +5.5% |
| IJR iShares Core S&P Small-Cap E | 0.37% | 359,820 | $39.3M | Add +1.5% |
| CRM Salesforce Inc. | 0.37% | 143,816 | $39.2M | Add +1.6% |
| UNH Unitedhealth Group Inc. | 0.36% | 124,876 | $39.0M | Add +0.6% |
| PM Philip Morris International | 0.35% | 208,177 | $37.9M | Add +1.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.35% | 127,055 | $37.5M | Add +2.2% |
| KO The Coca-Cola Co. | 0.35% | 527,169 | $37.3M | Add +1.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.34% | 744,073 | $36.5M | Add +67.9% |
| WFC Wells Fargo & Co. | 0.33% | 442,788 | $35.5M | Add +0.6% |
| PFFD Global X US Preferred ETF | 0.33% | 1,848,925 | $34.8M | Add +562.4% |
| AMD Advanced Micro Devices | 0.32% | 243,718 | $34.6M | Add +0.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.31% | 269,347 | $33.4M | Add +0.7% |
| LIN Linde PLC | 0.31% | 70,509 | $33.1M | Add +0.1% |
| INTU Intuit Inc. | 0.31% | 41,830 | $32.9M | Add +1.1% |
| ABT Abbott Laboratories | 0.31% | 240,455 | $32.7M | Add +1.9% |
| NOW ServiceNow Inc. | 0.30% | 31,024 | $31.9M | Add +1.6% |
| CVX Chevron Corp. | 0.30% | 220,908 | $31.6M | Reduce -1.3% |
| MCD McDonald's Corp. | 0.29% | 107,409 | $31.4M | Add +12.0% |
| GVI iShares Intermediate Governm | 0.29% | 286,461 | $30.6M | No change |
| IEMG iShares Core MSCI Emerging | 0.28% | 498,596 | $29.9M | Reduce -33.4% |
| GS Goldman Sachs Group Inc. | 0.28% | 41,731 | $29.5M | Add +0.0% |
| ISRG Intuitive Surgical Inc. | 0.27% | 53,706 | $29.2M | Add +1.1% |
| T AT&T Inc. | 0.27% | 978,732 | $28.3M | Add +1.9% |
| TXN Texas Instruments Inc. | 0.26% | 136,213 | $28.3M | Add +0.4% |
| VGIT Vanguard Intermediate-Term T | 0.26% | 471,782 | $28.2M | Reduce -15.2% |
| ACN Accenture PLC Class A | 0.26% | 93,884 | $28.1M | Add +1.4% |
| MTUM iShares MSCI USA Momentum Fa | 0.26% | 115,371 | $27.7M | Reduce -8.4% |
| MRK Merck & Co. Inc. | 0.26% | 345,823 | $27.4M | Add +1.2% |
| PEP Pepsico Inc. | 0.25% | 205,337 | $27.1M | Add +1.2% |
| MNA Nylim Merger Arbtrage ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET | 0.25% | 755,325 | $26.6M | Reduce -6.2% |
| RTX RTX Corp. | 0.25% | 182,123 | $26.6M | Add +2.0% |
| UBER Uber Technologies Inc. | 0.25% | 285,001 | $26.6M | Add +1.8% |
| AXP American Express Co. | 0.25% | 82,883 | $26.4M | Add +0.9% |
| QCOM Qualcomm Inc. | 0.25% | 165,666 | $26.4M | Add +0.5% |
| MS Morgan Stanley | 0.24% | 184,747 | $26.0M | Add +1.1% |
| BKNG Booking Holdings Inc. | 0.24% | 4,426 | $25.6M | No change |
| XSHQ Invesco S&P Smallcap Quality | 0.24% | 620,881 | $25.3M | Add +9.2% |
| CAT Caterpillar Inc. | 0.23% | 64,136 | $24.9M | Add +0.1% |
| VZ Verizon Communications Inc. | 0.23% | 573,785 | $24.8M | Add +1.9% |
| ADBE Adobe Inc. | 0.23% | 64,068 | $24.8M | Reduce -0.9% |
| SPGI S&P Global Inc. | 0.23% | 46,970 | $24.8M | Add +1.0% |
| C Citigroup Inc. | 0.22% | 278,979 | $23.7M | Add +0.7% |
| PGR Progressive Corp. | 0.22% | 87,760 | $23.4M | Add +1.4% |
| AMAT Applied Materials Inc. | 0.21% | 122,085 | $22.4M | Add +1.2% |
| BSX Boston Scientific Corp. | 0.21% | 205,857 | $22.1M | Add +1.9% |
| GEV GE Vernova Inc. | 0.20% | 40,857 | $21.6M | Add +0.2% |
| BA The Boeing Co. | 0.20% | 103,034 | $21.6M | Add +2.2% |
| NEE Nextera Energy Inc. | 0.20% | 308,331 | $21.4M | Add +0.7% |
| SCHW Schwab (charles) Corp. | 0.20% | 232,276 | $21.2M | Reduce -6.6% |
| DBA Invesco DB Agriculture Fund | 0.20% | 807,885 | $21.1M | Reduce -14.8% |
| TMO Thermo Fisher Scientific Inc. | 0.20% | 51,393 | $20.8M | Add +0.4% |
Portfolio Sells Q1 2025 → Q2 2025
| UUP Invesco DB US Dollar Index B | Sold out | 0.00% | −0.45 |
| FLOT iShares Floating Rate Bond E | Reduce -15.8% | 1.18% | −0.35 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -29.1% | 0.71% | −0.28 |
| IQSU Nylim Cndrim US LC Eq ETF-Ui | Reduce -11.1% | 2.20% | −0.26 |
| PFF iShares Preferred & Income S | Sold out | 0.00% | −0.26 |
| BKLN Invesco Senior Loan ETF | Reduce -70.5% | 0.10% | −0.26 |
| VWO Vanguard Ftse Emerging Marke | Sold out | 0.00% | −0.23 |
| INDA iShares MSCI India ETF | Sold out | 0.00% | −0.22 |
| SRLN SS Blackstone Sr Loan ETF | Sold out | 0.00% | −0.22 |
| IJH iShares Core S&P Midcap ETF | Reduce -53.1% | 0.11% | −0.14 |
| SCZ iShares MSCI Eafe Small-Cap | Sold out | 0.00% | −0.13 |
| IEMG iShares Core MSCI Emerging | Reduce -33.4% | 0.28% | −0.13 |
| FLRN SS SPDR BB Ig Float RT ETF | Reduce -19.1% | 0.37% | −0.13 |
| IQSM Nylim CND US MD CP Eq ETF-Ui | Reduce -2.5% | 1.92% | −0.11 |
| IQSI Nylim Cndrm Intrnt Eq ETF-Ui | Reduce -7.2% | 1.55% | −0.10 |
| ITCI Intra-Cellular Therapies Inc. | Sold out | 0.00% | −0.10 |
| BERY Berry Global Group Inc. | Sold out | 0.00% | −0.10 |
| SPR Spirit Aerosystems Hold Class A | Sold out | 0.00% | −0.09 |
| CVX Chevron Corp. | Reduce -1.3% | 0.30% | −0.09 |
| PTVE Pactiv Evergreen Inc. | Sold out | 0.00% | −0.08 |
| PSP Invesco Global Listed Privat | Sold out | 0.00% | −0.08 |
| ALE Allete Inc. | Sold out | 0.00% | −0.08 |
| SWI Solarwinds Corp. | Sold out | 0.00% | −0.08 |
| PYCR Paycor HCM Inc. | Sold out | 0.00% | −0.07 |
| VGIT Vanguard Intermediate-Term T | Reduce -15.2% | 0.26% | −0.07 |
| HEES H&E Equipment Services Inc. | Sold out | 0.00% | −0.07 |
| JEPI JPMorgan Equity Premium Inco | Reduce -94.8% | 0.00% | −0.07 |
| HFXI Nylim Ftse Intr Eq CN ETF-Ui | Reduce -4.9% | 0.97% | −0.07 |
| PDCO Patterson Cos Inc. | Sold out | 0.00% | −0.06 |
| DFS Discover Financial Services | Sold out | 0.00% | −0.06 |
| ATSG Air Transport Services Group | Sold out | 0.00% | −0.06 |
| PDBC Invesco Optimum Yield Divers | Reduce -35.4% | 0.08% | −0.06 |
| DBA Invesco DB Agriculture Fund | Reduce -14.8% | 0.20% | −0.06 |
| FISV Fiserv Inc. | Reduce -1.2% | 0.13% | −0.06 |
| PLYA Playa Hotels & Resorts NV | Sold out | 0.00% | −0.05 |
| AMPS Altus Power Inc. | Sold out | 0.00% | −0.05 |
| CWB SS SPDR BB Conv Sec ETF | Reduce -8.1% | 0.47% | −0.05 |
| INDEXIQ ETF TR | Sold out | 0.00% | −0.04 |
| GB Global Blue Group Holding AG | Sold out | 0.00% | −0.04 |
| SHV iShares 0-1 Year Treasury Bo | Sold out | 0.00% | −0.04 |
| NEW YORK LIFE INVESTMENTS ET | Sold out | 0.00% | −0.04 |
| ENFN Enfusion Inc. Class A | Sold out | 0.00% | −0.04 |
| MNA Nylim Merger Arbtrage ETF-Ui | Reduce -6.2% | 0.25% | −0.03 |
| ML Moneylion Inc. | Sold out | 0.00% | −0.03 |
| SPSM SS SPDR P S&P 600 Small Cap | Sold out | 0.00% | −0.03 |
| SLV iShares Silver Trust | Sold out | 0.00% | −0.03 |
| ELV Elevance Health Inc. | Reduce -1.7% | 0.13% | −0.03 |
| QUAL iShares MSCI USA Quality Fac | Reduce -25.1% | 0.08% | −0.03 |
| FNA Paragon 28 Inc. | Sold out | 0.00% | −0.03 |
| KMLM Kraneshares MT LC MN FT Id S | Sold out | 0.00% | −0.03 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +1.3% | 4.91% | +1.29 |
| FLBL Franklin Senior Loan ETF | New | 0.59% | +0.59 |
| AVGO Broadcom Inc. | Add +2.0% | 1.65% | +0.58 |
| EMXC iShares MSCI Emr MRK Ex Chna | New | 0.37% | +0.37 |
| VEA Vanguard Ftse Developed ETF | Add +96.3% | 0.72% | +0.37 |
| META Meta Platforms Inc. Class A | Add +0.8% | 2.05% | +0.32 |
| PFFD Global X US Preferred ETF | Add +562.4% | 0.33% | +0.27 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | Add +15.3% | 1.21% | +0.19 |
| NFLX Netflix Inc. | Add +1.2% | 0.73% | +0.18 |
| FLIN Franklin Ftse India ETF | Add +3953.4% | 0.18% | +0.18 |
| TSLA Tesla Inc. | Add +1.3% | 1.25% | +0.15 |
| ORCL Oracle Corp. | Add +1.8% | 0.46% | +0.14 |
| MUB iShares National Muni Bond E | Add +72.3% | 0.38% | +0.14 |
| PLTR Palantir Technologies Inc. Class A | Add +5.5% | 0.37% | +0.13 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +67.9% | 0.34% | +0.12 |
| WBA Walgreens Boots Alliance Inc. | Add +598.0% | 0.13% | +0.11 |
| COIN Coinbase Global Inc. Class A | Add +890.8% | 0.10% | +0.10 |
| XLC SS Comm Select Sector SPDR | Add +286.6% | 0.12% | +0.09 |
| JPM JPMorgan Chase & Co. | Add +1.1% | 1.03% | +0.09 |
| COF Capital One Financial Corp. | Add +69.8% | 0.19% | +0.09 |
| DNB Dun & Bradstreet Holdings Inc. | New | 0.08% | +0.08 |
| VTIP Vanguard Short-Term Tips | Add +30.4% | 0.46% | +0.08 |
| TXNM TXNM Energy Inc. | New | 0.08% | +0.08 |
| GEV GE Vernova Inc. | Add +0.2% | 0.20% | +0.08 |
| SKX Skechers USA Inc. Class A | New | 0.08% | +0.08 |
| COOP Mr Cooper Group Inc. | New | 0.07% | +0.07 |
| GOOGL Alphabet Inc. Class A | Add +0.7% | 1.40% | +0.07 |
| AMD Advanced Micro Devices | Add +0.3% | 0.32% | +0.07 |
| INFA Informatica Inc. Class A | Add +2446.7% | 0.07% | +0.07 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +12.9% | 0.18% | +0.06 |
| FL Foot Locker Inc. | New | 0.06% | +0.06 |
| VONV Vanguard Russell 1000 Value | Add +234.4% | 0.08% | +0.06 |
| STIP iShares 0-5 Year Tips Bond E | Add +28.4% | 0.38% | +0.06 |
| IVV iShares Core S&P 500 ETF | Add +62.4% | 0.14% | +0.05 |
| XLF SS Financial Select Sector | Add +247.7% | 0.08% | +0.05 |
| GOOG Alphabet Inc. Class C | Add +0.5% | 1.14% | +0.05 |
| NOW ServiceNow Inc. | Add +1.6% | 0.30% | +0.05 |
| INTU Intuit Inc. | Add +1.1% | 0.31% | +0.05 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.05% | +0.05 |
| MU Micron Technology Inc. | Add +1.4% | 0.19% | +0.05 |
| GS Goldman Sachs Group Inc. | Add +0.0% | 0.28% | +0.04 |
| APH Amphenol Corp. Class A | Add +1.6% | 0.15% | +0.04 |
| DIS The Walt Disney Co. | Add +0.7% | 0.31% | +0.04 |
| CEG Constellation Energy | Add +2.1% | 0.13% | +0.04 |
| PPBI Pacific Premier Bancorp Inc. | New | 0.04% | +0.04 |
| UBER Uber Technologies Inc. | Add +1.8% | 0.25% | +0.04 |
| CTA Simplify Managed Futures St | Add +142.5% | 0.08% | +0.04 |
| MAG Mag Silver Corp. | New | 0.04% | +0.04 |
| MCHI iShares MSCI China ETF | Add +133.0% | 0.07% | +0.04 |
| IBM Intl Business Machines Corp. | Add +2.2% | 0.35% | +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 |