New York Life Investment Management LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 6, 2025), New York Life Investment Management LLC reported 804 stock positions worth $11.4 billion. Its top holding was Nvidia (NVDA) at 5.5% of the portfolio, followed by Microsoft (MSFT, 4.8%) and Apple (AAPL, 4.8%). Compared with Q2 2025, it opened 48 new positions, sold out of 42, added to 130 and reduced 619. The biggest buy was Nvidia (NVDA, shares +0%) and the biggest sale Vanguard Short-Term Treasury (VGSH, shares −44%).

Most Recent 13F
Q2 2026
Location
New York, NY
CIK
0001133639
Portfolio Value
$11.4B (Q3 2025)
SEC Filing
0001133639-25-000002 ↗ filed Nov 6, 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 Q4 2024 Q1 2025: $9.8B Q1 2025 Q2 2025: $10.7B Q2 2025 Q3 2025: $11.4B $11.4B Q3 2025 Q4 2025: $11.6B Q4 2025 Q1 2026: $11.8B Q1 2026 Q2 2026: $14.3B Q2 2026

Holdings 804 stocks · $11.4B
NVDA Nvidia Corp. 5.45% 3,323,388 $620.1M Add +0.1%
MSFT Microsoft Corp. 4.84% 1,063,606 $550.9M Reduce -1.9%
AAPL Apple Inc. 4.77% 2,130,016 $542.4M Reduce -3.4%
AMZN Amazon.com Inc. 2.55% 1,321,824 $290.2M Add +2.5%
CPLB Nylim Mackay Core Plus Bond filed as NEW YORK LIFE INVTS ACTIVE E 2.42% 12,888,590 $275.6M Reduce -0.9%
IQSU Nylim Cndrim US LC Eq ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET 2.12% 4,529,840 $241.0M Reduce -4.3%
META Meta Platforms Inc. Class A 1.91% 295,516 $217.0M Reduce -0.3%
AVGO Broadcom Inc. 1.85% 639,045 $210.8M Reduce -0.1%
IQSM Nylim CND US MD CP Eq ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET 1.84% 6,163,223 $209.0M Reduce -3.3%
GOOGL Alphabet Inc. Class A 1.76% 822,975 $200.1M Reduce -3.3%
TSLA Tesla Inc. 1.60% 409,457 $182.1M Reduce -2.5%
MGC Vngrd Mrngstr MG Cap ETF-Usd 1.53% 711,400 $173.6M Add +23.4%
IQSI Nylim Cndrm Intrnt Eq ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET 1.51% 5,046,991 $171.8M Add +1.4%
GOOG Alphabet Inc. Class C 1.41% 660,372 $160.8M Reduce -3.6%
FLOT iShares Floating Rate Bond E 1.38% 3,077,751 $157.2M Add +24.6%
BRK.B Berkshire Hathaway Inc. Class B 1.10% 248,035 $124.7M Reduce -0.2%
IWLG Nylim Winslow Large Cap Grow filed as NEW YORK LIFE INVTS ACTIVE E 1.10% 2,318,285 $124.7M Add +5.3%
SECR Nylim Mackay Securitized Inc. filed as NEW YORK LIFE INVTS ACTIVE E 1.08% 4,697,733 $123.0M Reduce -0.7%
JPM JPMorgan Chase & Co. 1.04% 373,446 $117.8M Reduce -1.2%
HFXI Nylim Ftse Intr Eq CN ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET 0.95% 3,493,523 $108.3M Reduce -0.3%
FLBL Franklin Senior Loan ETF 0.76% 3,612,159 $86.8M Add +38.3%
V Visa Inc. Class A 0.74% 247,894 $84.6M Reduce -3.3%
LLY Eli Lilly & Co. 0.73% 108,690 $82.9M Add +0.7%
IQHI Nylim Mackay High Income ETF filed as NEW YORK LIFE INVTS ACTIVE E 0.66% 2,812,841 $74.8M Add +30.4%
IEFA iShares Core MSCI Eafe ETF 0.64% 830,015 $72.5M Reduce -8.7%
NFLX Netflix Inc. 0.61% 57,708 $69.2M Reduce -0.4%
MA Mastercard Inc. Class A 0.60% 120,140 $68.3M Reduce -1.0%
VEA Vanguard Ftse Developed ETF 0.58% 1,104,662 $66.2M Reduce -18.6%
XOM Exxon Mobil Corp. 0.57% 578,803 $65.3M Reduce -1.3%
ORCL Oracle Corp. 0.56% 226,912 $63.8M Add +2.0%
WMT Walmart Inc. 0.54% 596,183 $61.4M Add +1.4%
AGG iShares Core U.S. Aggregate 0.54% 610,296 $61.2M Add +10.5%
JNJ Johnson & Johnson 0.54% 328,841 $61.0M Reduce -1.1%
HD Home Depot Inc. 0.52% 145,132 $58.8M Reduce -2.5%
PLTR Palantir Technologies Inc. Class A 0.49% 308,531 $56.3M Add +6.6%
COST Costco Wholesale Corp. 0.49% 60,208 $55.7M Reduce -0.2%
IJR iShares Core S&P Small-Cap E 0.49% 468,981 $55.7M Add +30.3%
ABBV Abbvie Inc. 0.49% 239,899 $55.5M Reduce -0.6%
PG The Procter & Gamble Co. 0.46% 341,950 $52.5M Reduce -2.7%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.45% 991,661 $51.2M Add +0.9%
VGSH Vanguard Short-Term Treasury 0.45% 865,757 $50.9M Reduce -43.6%
FLRN SS SPDR BB Ig Float RT ETF 0.43% 1,568,286 $48.4M Add +21.9%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.42% 161,028 $47.3M Reduce -13.9%
GE General Electric filed as GE AEROSPACE 0.41% 154,723 $46.5M Reduce -3.2%
IWFG Nylim Winslow Focused Large filed as NEW YORK LIFE INVTS ACTIVE E 0.40% 859,507 $45.9M Add +329.8%
CWB SS SPDR BB Conv Sec ETF 0.40% 506,477 $45.8M Reduce -16.3%
MUB iShares National Muni Bond E 0.39% 411,699 $43.8M Add +5.8%
VTEB Vanguard Tax-Exempt Bond ETF 0.38% 856,096 $42.9M Add +15.1%
UNH Unitedhealth Group Inc. 0.37% 122,985 $42.5M Reduce -1.5%
CVX Chevron Corp. 0.36% 261,308 $40.6M Add +18.3%
CSCO Cisco Systems Inc. 0.35% 580,025 $39.7M Reduce -3.1%
ICVT iShares Convertible Bond ETF 0.35% 394,152 $39.4M Reduce -13.6%
MTUM iShares MSCI USA Momentum Fa 0.34% 151,310 $38.8M Add +31.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.34% 136,053 $38.4M Add +7.1%
AMD Advanced Micro Devices 0.34% 236,502 $38.3M Reduce -3.0%
EMXC iShares MSCI Emr MRK Ex Chna 0.34% 564,840 $38.1M Reduce -10.8%
SCHA Schwab US Small-Cap ETF 0.33% 1,350,769 $37.7M Add +151.5%
WFC Wells Fargo & Co. 0.32% 435,207 $36.5M Reduce -1.7%
PFFD Global X US Preferred ETF 0.31% 1,818,645 $35.3M Reduce -1.6%
KO The Coca-Cola Co. 0.31% 526,197 $34.9M Reduce -0.2%
PM Philip Morris International 0.30% 209,013 $33.9M Add +0.4%
CRM Salesforce Inc. 0.29% 139,222 $33.0M Reduce -3.2%
GS Goldman Sachs Group Inc. 0.29% 41,104 $32.7M Reduce -1.5%
LIN Linde PLC 0.29% 68,421 $32.5M Reduce -3.0%
ABT Abbott Laboratories 0.28% 236,314 $31.7M Reduce -1.7%
GVI iShares Intermediate Governm 0.27% 286,461 $30.8M No change
RTX RTX Corp. 0.27% 181,712 $30.4M Reduce -0.2%
CAT Caterpillar Inc. 0.27% 63,650 $30.4M Reduce -0.8%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.26% 262,283 $30.0M Reduce -2.6%
MCD McDonald's Corp. 0.26% 96,917 $29.5M Reduce -9.8%
MRK Merck & Co. Inc. 0.25% 339,161 $28.5M Reduce -1.9%
VGIT Vanguard Intermediate-Term T 0.25% 471,782 $28.3M No change
PEP Pepsico Inc. 0.25% 200,831 $28.2M Reduce -2.2%
MS Morgan Stanley 0.25% 176,957 $28.1M Reduce -4.2%
NOW ServiceNow Inc. 0.25% 30,449 $28.0M Reduce -1.9%
INTU Intuit Inc. 0.24% 40,791 $27.9M Reduce -2.5%
UBER Uber Technologies Inc. 0.24% 282,904 $27.7M Reduce -0.7%
MNA Nylim Merger Arbtrage ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET 0.24% 770,490 $27.7M Add +2.0%
T AT&T Inc. 0.24% 970,944 $27.4M Reduce -0.8%
MU Micron Technology Inc. 0.24% 163,030 $27.3M Reduce -2.8%
C Citigroup Inc. 0.24% 268,180 $27.2M Reduce -3.9%
VZ Verizon Communications Inc. 0.24% 615,406 $27.0M Add +7.3%
APP AppLovin Corp. Class A 0.23% 36,841 $26.5M New
AXP American Express Co. 0.23% 79,325 $26.3M Reduce -4.3%
QCOM Qualcomm Inc. 0.23% 158,218 $26.3M Reduce -4.5%
LRCX Lam Research Corp. 0.22% 185,780 $24.9M Reduce -3.4%
TMO Thermo Fisher Scientific Inc. 0.22% 51,240 $24.9M Reduce -0.3%
GEV GE Vernova Inc. 0.21% 39,706 $24.4M Reduce -2.8%
TXN Texas Instruments Inc. 0.21% 132,738 $24.4M Reduce -2.5%
AMAT Applied Materials Inc. 0.21% 117,598 $24.1M Reduce -3.7%
BKNG Booking Holdings Inc. 0.21% 4,401 $23.8M Reduce -0.6%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.21% 162,856 $23.5M Reduce -2.7%
ISRG Intuitive Surgical Inc. 0.21% 52,361 $23.4M Reduce -2.5%
BLK BlackRock Inc. 0.20% 19,546 $22.8M Reduce -1.3%
NEE Nextera Energy Inc. 0.20% 300,473 $22.7M Reduce -2.5%
ACN Accenture PLC Class A 0.20% 91,499 $22.6M Reduce -2.5%
BA The Boeing Co. 0.20% 102,720 $22.2M Reduce -0.3%
SPGI S&P Global Inc. 0.19% 45,501 $22.1M Reduce -3.1%
SCHW Schwab (charles) Corp. 0.19% 231,645 $22.1M Reduce -0.3%
ADBE Adobe Inc. 0.19% 62,171 $21.9M Reduce -3.0%

Show all 804 holdings

Portfolio Sells Q2 2025 → Q3 2025
VGSH Vanguard Short-Term Treasury Reduce -43.6% 0.45% −0.40
VTIP Vanguard Short-Term Tips Reduce -62.0% 0.17% −0.29
STIP iShares 0-5 Year Tips Bond E Reduce -62.3% 0.14% −0.25
XSHQ Invesco S&P Smallcap Quality Sold out 0.00% −0.24
MSFT Microsoft Corp. Reduce -1.9% 4.84% −0.20
CPLB Nylim Mackay Core Plus Bond Reduce -0.9% 2.42% −0.17
VEA Vanguard Ftse Developed ETF Reduce -18.6% 0.58% −0.14
META Meta Platforms Inc. Class A Reduce -0.3% 1.91% −0.14
WBA Walgreens Boots Alliance Inc. Sold out 0.00% −0.13
NFLX Netflix Inc. Reduce -0.4% 0.61% −0.12
V Visa Inc. Class A Reduce -3.3% 0.74% −0.11
IEMG iShares Core MSCI Emerging Reduce -40.0% 0.17% −0.11
FYBR Frontier Communications Pare Reduce -92.9% 0.01% −0.10
K Kellanova Reduce -77.7% 0.03% −0.10
IPG Interpublic Group of Cos Inc. Reduce -82.4% 0.02% −0.09
IQSM Nylim CND US MD CP Eq ETF-Ui Reduce -3.3% 1.84% −0.09
DNB Dun & Bradstreet Holdings Inc. Sold out 0.00% −0.08
IQSU Nylim Cndrim US LC Eq ETF-Ui Reduce -4.3% 2.12% −0.08
CRM Salesforce Inc. Reduce -3.2% 0.29% −0.08
SECR Nylim Mackay Securitized Inc. Reduce -0.7% 1.08% −0.08
SKX Skechers USA Inc. Class A Sold out 0.00% −0.08
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -13.9% 0.42% −0.07
IVV iShares Core S&P 500 ETF Reduce -53.4% 0.07% −0.07
IEFA iShares Core MSCI Eafe ETF Reduce -8.7% 0.64% −0.07
COST Costco Wholesale Corp. Reduce -0.2% 0.49% −0.07
ISRG Intuitive Surgical Inc. Reduce -2.5% 0.21% −0.07
CWB SS SPDR BB Conv Sec ETF Reduce -16.3% 0.40% −0.07
ACN Accenture PLC Class A Reduce -2.5% 0.20% −0.06
INTU Intuit Inc. Reduce -2.5% 0.24% −0.06
FLIN Franklin Ftse India ETF Reduce -25.3% 0.12% −0.06
PG The Procter & Gamble Co. Reduce -2.7% 0.46% −0.06
TGI Triumph Group Inc. Sold out 0.00% −0.06
FL Foot Locker Inc. Sold out 0.00% −0.06
NEW YORK LIFE INVESTMENTS ET Sold out 0.00% −0.06
NOW ServiceNow Inc. Reduce -1.9% 0.25% −0.05
TXN Texas Instruments Inc. Reduce -2.5% 0.21% −0.05
HES Hess Corp. Sold out 0.00% −0.05
DIS The Walt Disney Co. Reduce -2.6% 0.26% −0.05
FISV Fiserv Inc. Reduce -4.3% 0.09% −0.04
ANSS Ansys Inc. Sold out 0.00% −0.04
KO The Coca-Cola Co. Reduce -0.2% 0.31% −0.04
PPBI Pacific Premier Bancorp Inc. Sold out 0.00% −0.04
EVRI Everi Holdings Inc. Sold out 0.00% −0.04
CSCO Cisco Systems Inc. Reduce -3.1% 0.35% −0.04
MAG Mag Silver Corp. Sold out 0.00% −0.04
ADBE Adobe Inc. Reduce -3.0% 0.19% −0.04
EMXC iShares MSCI Emr MRK Ex Chna Reduce -10.8% 0.34% −0.04
CMG Chipotle Mexican Grill Inc. Reduce -3.1% 0.07% −0.04
ICVT iShares Convertible Bond ETF Reduce -13.6% 0.35% −0.04
CMCSA Comcast Corp. Class A Reduce -3.6% 0.15% −0.04

Portfolio Buys Q2 2025 → Q3 2025
NVDA Nvidia Corp. Add +0.1% 5.45% +0.54
MGC Vngrd Mrngstr MG Cap ETF-Usd Add +23.4% 1.53% +0.31
IWFG Nylim Winslow Focused Large Add +329.8% 0.40% +0.31
APP AppLovin Corp. Class A New 0.23% +0.23
SCHA Schwab US Small-Cap ETF Add +151.5% 0.33% +0.20
FLOT iShares Floating Rate Bond E Add +24.6% 1.38% +0.20
FLBL Franklin Senior Loan ETF Add +38.3% 0.76% +0.17
HOOD Robinhood Markets Inc. Class A New 0.13% +0.13
PLTR Palantir Technologies Inc. Class A Add +6.6% 0.49% +0.13
IQHI Nylim Mackay High Income ETF Add +30.4% 0.66% +0.13
IJR iShares Core S&P Small-Cap E Add +30.3% 0.49% +0.12
JEPI JPMorgan Equity Premium Inco Add +3768.1% 0.13% +0.12
ORCL Oracle Corp. Add +2.0% 0.56% +0.11
NSC Norfolk Southern Corp. Add +109.3% 0.17% +0.10
CYBR Cyberark Software Ltd./Israel Add +2169.1% 0.09% +0.09
MTUM iShares MSCI USA Momentum Fa Add +31.1% 0.34% +0.08
GTLS Chart Industries Inc. Add +881.1% 0.08% +0.08
VRNA Verona Pharma Ltd. New 0.07% +0.07
NWE Northwestern Energy Group Inc. New 0.07% +0.07
SAND Sandstorm Gold Ltd. New 0.06% +0.06
TGNA Tegna Inc. New 0.06% +0.06
CVX Chevron Corp. Add +18.3% 0.36% +0.06
SHCO Soho House & Co. Inc. New 0.06% +0.06
DDOG Datadog Inc. Class A New 0.06% +0.06
FLRN SS SPDR BB Ig Float RT ETF Add +21.9% 0.43% +0.05
SHV iShares 0-1 Year Treasury Bo New 0.05% +0.05
VTLE Vital Energy Inc. New 0.05% +0.05
PDBC Invesco Optimum Yield Divers Add +67.8% 0.13% +0.05
XYZ Block Inc. New 0.05% +0.05
SCS Steelcase Inc. Class A New 0.05% +0.05
XLB SS Materials Select Sector Add +85.1% 0.11% +0.05
ANET Arista Networks Inc. Add +0.3% 0.18% +0.05
SPNS Sapiens International Corp. New 0.04% +0.04
USHY iShares Broad Usd High Yield Add +47.8% 0.15% +0.04
CTA Simplify Managed Futures St Add +55.8% 0.12% +0.04
IBKR Interactive Brokers Gro Class A New 0.04% +0.04
VRNT Verint Systems Inc. New 0.04% +0.04
ARIS WATER SOLUTIONS INC-A New 0.04% +0.04
VTEB Vanguard Tax-Exempt Bond ETF Add +15.1% 0.38% +0.04
EME Emcor Group Inc. New 0.03% +0.03
VTV Vanguard Mrngstr Val ETF-Aui Add +70.9% 0.08% +0.03
MLNK Meridianlink Inc. New 0.03% +0.03
VBTX Veritex Holdings Inc. New 0.03% +0.03
COOP Mr Cooper Group Inc. Add +5.8% 0.10% +0.03
IWLG Nylim Winslow Large Cap Grow Add +5.3% 1.10% +0.03
MRC MRC Global Inc. New 0.03% +0.03
APH Amphenol Corp. Class A Add +0.7% 0.18% +0.03
XLI SS Industrial Select Sector New 0.03% +0.03
TTD Trade Desk Inc./the Class A New 0.03% +0.03
AMWD American Woodmark Corp. New 0.03% +0.03

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