New York Life Investment Management LLC Top Holdings and 13F Report (2025) About New York Life Investment Management LLCInvestment ActivityNew York Life Investment Management LLC has $10.68 billion in total holdings as of June 30, 2025.New York Life Investment Management LLC owns shares of 798 different stocks, but just 171 companies or ETFs make up 80% of its holdings.Approximately 5.47% of the portfolio was purchased this quarter.About 5.18% of the portfolio was sold this quarter.This quarter, New York Life Investment Management LLC has purchased 818 new stocks and bought additional shares in 443 stocks.New York Life Investment Management LLC sold shares of 307 stocks and completely divested from 60 stocks this quarter.Largest Holdings Microsoft $539,244,171NVIDIA $524,444,171Apple $452,265,874Amazon.com $283,038,988NYLI MacKay ESG Core Plus Bond ETF $277,326,978 Largest New Holdings this Quarter 35473P595 - Franklin Senior Loan ETF $63,293,364 Holding46434G764 - iShares MSCI Emerging Markets ex China ETF $39,994,707 Holding26484T106 - Dun & Bradstreet $9,030,097 Holding69349H107 - PNM Resources $8,089,354 Holding830566105 - Skechers U.S.A. $8,069,291 Holding Largest Purchases this Quarter Franklin Senior Loan ETF 2,612,190 shares (about $63.29M)iShares MSCI Emerging Markets ex China ETF 633,429 shares (about $39.99M)Vanguard FTSE Developed Markets ETF 665,945 shares (about $37.97M)Global X U.S. Preferred ETF 1,569,805 shares (about $29.56M)Franklin FTSE India ETF 483,458 shares (about $19.26M) Largest Sales this Quarter iShares Core MSCI EAFE ETF 371,971 shares (about $31.05M)NYLI Candriam U.S. Large Cap Equity ETF 589,318 shares (about $29.22M)Invesco Senior Loan ETF 1,180,264 shares (about $24.69M)iShares Floating Rate Bond ETF 463,768 shares (about $23.66M)iShares Core MSCI Emerging Markets ETF 250,106 shares (about $15.01M) Sector Allocation Over TimeMap of 500 Largest Holdings ofNew York Life Investment Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$539,244,171$896,333 ▼-0.2%1,084,1045.0%Computer and TechnologyNVDANVIDIA$524,444,171$6,576,018 ▲1.3%3,319,4774.9%Computer and TechnologyAAPLApple$452,265,874$8,324,362 ▲1.9%2,204,3474.2%Computer and TechnologyAMZNAmazon.com$283,038,988$14,273,294 ▼-4.8%1,290,1182.6%Retail/WholesaleESGBNYLI MacKay ESG Core Plus Bond ETF$277,326,978$3,222,433 ▲1.2%13,007,8322.6%ETFIQSUNYLI Candriam U.S. Large Cap Equity ETF$234,649,124$29,224,398 ▼-11.1%4,731,7642.2%ManufacturingMETAMeta Platforms$218,876,899$1,698,345 ▲0.8%296,5452.0%Computer and TechnologyIQSMNYLI Candriam U.S. Mid Cap Equity ETF$205,568,957$5,255,989 ▼-2.5%6,376,3271.9%ETFAVGOBroadcom$176,399,185$3,413,925 ▲2.0%639,9391.7%Computer and TechnologyIQSINYLI Candriam International Equity ETF$165,190,388$12,809,342 ▼-7.2%4,975,7491.5%ManufacturingGOOGLAlphabet$149,968,029$1,086,987 ▲0.7%850,9791.4%Computer and TechnologyTSLATesla$133,441,342$1,678,198 ▲1.3%420,0761.2%Auto/Tires/TrucksMGCVanguard Mega Cap ETF$129,691,346$17,259,461 ▲15.4%576,6111.2%ETFFLOTiShares Floating Rate Bond ETF$126,055,369$23,661,443 ▼-15.8%2,470,7051.2%ETFNEW YORK LIFE INVTS ACTIVE E$123,639,793$2,363,518 ▲1.9%4,728,9311.2%NYLI MACKAY SECUGOOGAlphabet$121,472,769$578,469 ▲0.5%684,7781.1%Computer and TechnologyBRK.BBerkshire Hathaway$120,701,215$2,063,551 ▲1.7%248,4741.1%FinanceIWLGNYLI Winslow Large Cap Growth ETF$113,959,636$5,542,639 ▼-4.6%2,201,5401.1%ETFJPMJPMorgan Chase & Co.$109,599,026$1,166,888 ▲1.1%378,0451.0%FinanceHFXINYLI FTSE International Equity Currency Neutral ETF$103,305,288$5,329,119 ▼-4.9%3,505,4391.0%ETFVVisa$91,005,351$482,513 ▲0.5%256,3170.9%Business ServicesVGSHVanguard Short-Term Treasury ETF$90,169,578$5,436,092 ▲6.4%1,534,0180.8%ETFLLYEli Lilly and Company$84,156,500$1,349,366 ▲1.6%107,9580.8%MedicalNFLXNetflix$77,603,923$889,182 ▲1.2%57,9510.7%Consumer DiscretionaryVEAVanguard FTSE Developed Markets ETF$77,378,248$37,965,525 ▲96.3%1,357,2750.7%ETFIEFAiShares Core MSCI EAFE ETF$75,848,348$31,051,321 ▼-29.0%908,6050.7%ETFMAMastercard$68,203,782$519,233 ▲0.8%121,3720.6%Business ServicesFLBLFranklin Senior Loan ETF$63,293,364$63,293,364 ▲New Holding2,612,1900.6%ETFXOMExxon Mobil$63,181,796$384,738 ▲0.6%586,1020.6%EnergyCOSTCostco Wholesale$59,734,959$962,222 ▲1.6%60,3420.6%Retail/WholesaleWMTWalmart$57,495,813$754,666 ▲1.3%588,0120.5%Retail/WholesaleIQHINYLI MacKay High Income ETF$56,906,683$721,476 ▲1.3%2,156,3730.5%ETFPGProcter & Gamble$56,011,336$715,665 ▲1.3%351,5650.5%Consumer StaplesAGGiShares Core U.S. Aggregate Bond ETF$54,790,939$5,614,423 ▲11.4%552,3280.5%FinanceHDHome Depot$54,561,165$686,350 ▲1.3%148,8140.5%Retail/WholesaleVOVanguard Mid-Cap ETF$52,333,807$1,556,974 ▲3.1%187,0200.5%ETFJNJJohnson & Johnson$50,809,385$846,846 ▲1.7%332,6310.5%MedicalCWBSPDR Bloomberg Convertible Securities ETF$50,019,467$4,422,889 ▼-8.1%605,1230.5%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$49,032,503$11,419,383 ▲30.4%975,3830.5%ManufacturingORCLOracle$48,626,810$877,799 ▲1.8%222,4160.5%Computer and TechnologyBACBank of America$46,504,298$124,404 ▲0.3%982,7620.4%FinanceABBVAbbVie$44,791,591$720,020 ▲1.6%241,3080.4%MedicalCSCOCisco Systems$41,520,947$469,772 ▲1.1%598,4570.4%Computer and TechnologyGEGE Aerospace$41,142,762$6,950 ▼0.0%159,8460.4%AerospaceICVTiShares Convertible Bond ETF$41,121,059$1,481,252 ▲3.7%456,3910.4%ETFSTIPiShares 0-5 Year TIPS Bond ETF$40,977,733$9,062,666 ▲28.4%398,1900.4%ETFMUBiShares National Muni Bond ETF$40,642,616$17,048,838 ▲72.3%388,9990.4%ETFEMXCiShares MSCI Emerging Markets ex China ETF$39,994,707$39,994,707 ▲New Holding633,4290.4%ManufacturingFLRNSPDR Bloomberg Investment Grade Floating Rate ETF$39,659,034$9,363,287 ▼-19.1%1,286,3780.4%ETFPALANTIR TECHNOLOGIES INC$39,441,602$2,045,073 ▲5.5%289,3310.4%CL AIJRiShares Core S&P Small-Cap ETF$39,324,728$584,264 ▲1.5%359,8200.4%ETFCRMSalesforce$39,217,185$625,824 ▲1.6%143,8160.4%Computer and TechnologyUNHUnitedHealth Group$38,957,566$237,721 ▲0.6%124,8760.4%MedicalPMPhilip Morris International$37,915,277$678,799 ▲1.8%208,1770.4%Consumer StaplesIBMInternational Business Machines$37,453,273$794,137 ▲2.2%127,0550.4%Computer and TechnologyKOCocaCola$37,297,207$635,264 ▲1.7%527,1690.3%Consumer StaplesVTEBVanguard Tax-Exempt Bond ETF$36,481,899$14,753,323 ▲67.9%744,0730.3%ETFWFCWells Fargo & Company$35,476,175$221,291 ▲0.6%442,7880.3%FinancePFFDGlobal X U.S. Preferred ETF$34,815,258$29,559,428 ▲562.4%1,848,9250.3%ETFAMDAdvanced Micro Devices$34,583,584$109,972 ▲0.3%243,7180.3%Computer and TechnologyDISWalt Disney$33,401,721$229,294 ▲0.7%269,3470.3%Consumer DiscretionaryLINDE PLC$33,081,413$41,757 ▲0.1%70,5090.3%SHSINTUIntuit$32,946,563$348,132 ▲1.1%41,8300.3%Computer and TechnologyABTAbbott Laboratories$32,704,285$611,229 ▲1.9%240,4550.3%MedicalNOWServiceNow$31,895,154$519,180 ▲1.7%31,0240.3%Computer and TechnologyCVXChevron$31,631,817$401,075 ▼-1.3%220,9080.3%EnergyMCDMcDonald's$31,381,688$3,369,304 ▲12.0%107,4090.3%Retail/WholesaleGVIiShares Intermediate Government/Credit Bond ETF$30,591,1710.0%286,4610.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$29,930,719$15,013,864 ▼-33.4%498,5960.3%ETFGSThe Goldman Sachs Group$29,535,115$5,662 ▲0.0%41,7310.3%FinanceISRGIntuitive Surgical$29,184,377$327,676 ▲1.1%53,7060.3%MedicalTAT&T$28,324,504$536,403 ▲1.9%978,7320.3%Computer and TechnologyTXNTexas Instruments$28,280,543$120,004 ▲0.4%136,2130.3%Computer and TechnologyVGITVanguard Intermediate-Term Treasury ETF$28,217,281$5,069,615 ▼-15.2%471,7820.3%ETFACNAccenture$28,060,989$391,845 ▲1.4%93,8840.3%Computer and TechnologyMTUMiShares MSCI USA Momentum Factor ETF$27,725,959$2,543,787 ▼-8.4%115,3710.3%ETFMRKMerck & Co., Inc.$27,375,349$319,094 ▲1.2%345,8230.3%MedicalPEPPepsiCo$27,112,697$317,160 ▲1.2%205,3370.3%Consumer StaplesMNANYLI Merger Arbitrage ETF$26,640,313$1,768,191 ▼-6.2%755,3250.2%ETFRTXRTX$26,593,600$511,508 ▲2.0%182,1230.2%AerospaceUBERUber Technologies$26,590,593$465,194 ▲1.8%285,0010.2%Computer and TechnologyAXPAmerican Express$26,438,019$243,701 ▲0.9%82,8830.2%FinanceQCOMQUALCOMM$26,383,967$132,982 ▲0.5%165,6660.2%Computer and TechnologyMSMorgan Stanley$26,023,462$279,607 ▲1.1%184,7470.2%FinanceBKNGBooking$25,623,1760.0%4,4260.2%Retail/WholesaleXSHQInvesco S&P SmallCap Quality ETF$25,288,484$2,139,751 ▲9.2%620,8810.2%ETFCATCaterpillar$24,898,237$21,352 ▲0.1%64,1360.2%IndustrialsVZVerizon Communications$24,827,677$475,970 ▲2.0%573,7850.2%Computer and TechnologyADBEAdobe$24,786,628$232,515 ▼-0.9%64,0680.2%Computer and TechnologySPGIS&P Global$24,766,811$249,935 ▲1.0%46,9700.2%FinanceCCitigroup$23,746,692$173,730 ▲0.7%278,9790.2%Financial ServicesPGRProgressive$23,419,634$318,097 ▲1.4%87,7600.2%FinanceAMATApplied Materials$22,350,101$259,959 ▲1.2%122,0850.2%Computer and TechnologyBSXBoston Scientific$22,111,100$407,084 ▲1.9%205,8570.2%MedicalGE VERNOVA INC$21,619,482$37,570 ▲0.2%40,8570.2%COMBABoeing$21,588,714$461,176 ▲2.2%103,0340.2%AerospaceNEENextEra Energy$21,404,338$143,769 ▲0.7%308,3310.2%UtilitiesSCHWCharles Schwab$21,192,862$1,506,372 ▼-6.6%232,2760.2%FinanceDBAInvesco DB Agriculture Fund$21,126,193$3,659,980 ▼-14.8%807,8850.2%FinanceTMOThermo Fisher Scientific$20,837,806$86,768 ▲0.4%51,3930.2%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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