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 $10.24 billion in total holdings as of December 31, 2024.New York Life Investment Management LLC owns shares of 819 different stocks, but just 180 companies or ETFs make up 80% of its holdings.Approximately 6.53% of the portfolio was purchased this quarter.About 7.45% of the portfolio was sold this quarter.This quarter, New York Life Investment Management LLC has purchased 845 new stocks and bought additional shares in 335 stocks.New York Life Investment Management LLC sold shares of 409 stocks and completely divested from 91 stocks this quarter.Largest Holdings Apple $549,514,386Microsoft $457,800,002NVIDIA $442,340,517Amazon.com $295,230,929NYLI MacKay ESG Core Plus Bond ETF $292,394,413 Largest New Holdings this Quarter BLACKROCK INC $19,995,796 HoldingARISTA NETWORKS INC $15,332,611 HoldingLAM RESEARCH CORP $13,897,052 HoldingFrontier Communications Parent $9,147,892 HoldingBerry Global Group $8,097,525 Holding Largest Purchases this Quarter NYLI MacKay ESG Core Plus Bond ETF 6,651,362 shares (about $138.40M)NYLI Candriam ESG International Equity ETF 1,433,036 shares (about $40.88M)NEW YORK LIFE INVTS ACTIVE E 1,531,370 shares (about $39.03M)Vanguard Short-Term Inflation-Protected Securities ETF 537,902 shares (about $26.05M)NYLI Winslow Large Cap Growth ETF 466,937 shares (about $22.06M) Largest Sales this Quarter Vanguard Short-Term Treasury Index ETF 384,682 shares (about $22.38M)NYLI Candriam ESG U.S. Mid Cap Equity ETF 633,536 shares (about $20.57M)JPMorgan Equity Premium Income ETF 144,220 shares (about $8.30M)iShares Russell 1000 Value ETF 39,344 shares (about $7.28M)Digital Realty Trust 40,819 shares (about $7.24M) 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 PortfolioSectorAAPLApple$549,514,386$1,861,372 ▲0.3%2,194,3715.4%Computer and TechnologyMSFTMicrosoft$457,800,002$3,557,460 ▲0.8%1,086,1214.5%Computer and TechnologyNVDANVIDIA$442,340,517$2,198,999 ▲0.5%3,293,9204.3%Computer and TechnologyAMZNAmazon.com$295,230,929$21,164,334 ▲7.7%1,345,6902.9%Retail/WholesaleESGBNYLI MacKay ESG Core Plus Bond ETF$292,394,413$138,402,871 ▲89.9%14,051,8842.9%ETFIQSUNYLI Candriam ESG U.S. Large Cap Equity ETF$260,898,190$1,384,187 ▼-0.5%5,389,3452.5%ManufacturingIQSMNYLI Candriam ESG U.S. Mid Cap Equity ETF$207,402,110$20,565,909 ▼-9.0%6,389,0542.0%ETFIQSINYLI Candriam ESG International Equity ETF$174,248,202$40,878,928 ▲30.7%6,108,3781.7%ManufacturingMETAMeta Platforms$172,075,534$839,621 ▲0.5%293,8901.7%Computer and TechnologyTSLATesla$167,900,922$1,404,556 ▲0.8%415,7611.6%Auto/Tires/TrucksGOOGLAlphabet$161,300,637$228,485 ▲0.1%852,0901.6%Computer and TechnologyFLOTiShares Floating Rate Bond ETF$155,444,978$17,697,897 ▲12.8%3,055,1291.5%ETFAVGOBroadcom$145,352,088$1,565,152 ▲1.1%626,9501.4%Computer and TechnologyGOOGAlphabet$131,803,905$554,752 ▼-0.4%692,1021.3%Computer and TechnologyNEW YORK LIFE INVTS ACTIVE E$129,264,250$39,034,621 ▲43.3%5,071,1751.3%NYLI MACKAY SECUMGCVanguard Mega Cap ETF$114,127,391$3,621,600 ▲3.3%536,6661.1%ETFBRK.BBerkshire Hathaway$110,705,481$932,850 ▲0.8%244,2321.1%FinanceHFXINYLI FTSE International Equity Currency Neutral ETF$109,166,982$1,024,288 ▲0.9%4,189,0631.1%ETFJPMJPMorgan Chase & Co.$90,578,259$339,190 ▼-0.4%377,8660.9%FinanceIWLGNYLI Winslow Large Cap Growth ETF$85,343,871$22,058,944 ▲34.9%1,806,5330.8%ETFLLYEli Lilly and Company$82,363,908$677,816 ▲0.8%106,6890.8%MedicalVVisa$80,800,999$3,141,754 ▲4.0%255,6670.8%Business ServicesUUPInvesco DB US Dollar Index Bullish Fund$65,283,694$247,481 ▼-0.4%2,219,0240.6%FinanceMAMastercard$64,076,724$353,328 ▼-0.5%121,6870.6%Business ServicesXOMExxon Mobil$63,467,698$174,801 ▼-0.3%590,0130.6%Oils/EnergyUNHUnitedHealth Group$62,485,851$7,097,722 ▼-10.2%123,5240.6%MedicalCWBSPDR Bloomberg Convertible Securities ETF$62,069,868$2,194,084 ▲3.7%796,8910.6%ETFIQHINYLI MacKay ESG High Income ETF$59,288,162$475,946 ▲0.8%2,276,3740.6%ETFPGProcter & Gamble$58,664,423$93,549 ▲0.2%349,9220.6%Consumer StaplesHDHome Depot$57,432,818$252,455 ▲0.4%147,6460.6%Retail/WholesaleCOSTCostco Wholesale$54,463,089$396,745 ▲0.7%59,4400.5%Retail/WholesaleIEFAiShares Core MSCI EAFE ETF$54,407,074$1,824,610 ▲3.5%774,1470.5%ETFWMTWalmart$52,599,150$361,129 ▲0.7%582,1710.5%Retail/WholesaleNFLXNetflix$51,211,682$182,721 ▲0.4%57,4560.5%Consumer DiscretionaryVOVanguard Mid-Cap ETF$50,019,990$1,708,396 ▼-3.3%189,3760.5%ETFFLRNSPDR Bloomberg Barclays Investment Grade Floating Rate ETF$49,528,605$3,433,985 ▲7.4%1,611,7350.5%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$48,939,513$26,045,223 ▲113.8%1,010,7290.5%ManufacturingAGGiShares Core U.S. Aggregate Bond ETF$48,363,759$3,967,183 ▲8.9%499,1100.5%FinanceJNJJohnson & Johnson$47,514,756$396,693 ▲0.8%328,5490.5%MedicalCRMSalesforce$47,458,478$648,266 ▼-1.3%141,9510.5%Computer and TechnologyBACBank of America$43,652,151$453,388 ▼-1.0%993,2230.4%FinanceABBVAbbVie$42,338,269$368,194 ▲0.9%238,2570.4%MedicalICVTiShares Convertible Bond ETF$41,858,782$1,254,327 ▲3.1%492,6300.4%ETFIJRiShares Core S&P Small-Cap ETF$37,497,205$12,603,919 ▲50.6%325,4400.4%ETFORCLOracle$36,172,378$472,091 ▲1.3%217,0690.4%Computer and TechnologyMNANYLI Merger Arbitrage ETF$35,747,622$2,171,602 ▼-5.7%1,084,5760.3%ETFMRKMerck & Co., Inc.$34,221,319$226,615 ▲0.7%344,0020.3%MedicalIEMGiShares Core MSCI Emerging Markets ETF$34,042,874$1,443,516 ▲4.4%651,9130.3%ETFSTIPiShares 0-5 Year TIPS Bond ETF$33,419,116$15,977,089 ▲91.6%332,1980.3%ETFACNAccenture$32,681,643$323,647 ▼-1.0%92,9010.3%Computer and TechnologyCVXChevron$32,534,395$305,468 ▼-0.9%224,6230.3%Oils/EnergyNOWServiceNow$32,487,377$120,854 ▲0.4%30,6450.3%Computer and TechnologyKOCoca-Cola$32,434,036$173,519 ▲0.5%520,9450.3%Consumer StaplesCSCOCisco Systems$31,811,061$3,732,027 ▼-10.5%537,3490.3%Computer and TechnologyWFCWells Fargo & Company$31,406,552$590,367 ▼-1.8%447,1320.3%FinanceBKLNInvesco Senior Loan ETF$31,078,836$2,125,457 ▼-6.4%1,475,0280.3%ETFPEPPepsiCo$31,021,152$62,193 ▼-0.2%204,0060.3%Consumer StaplesMCDMcDonald's$30,886,330$3,082,110 ▲11.1%106,5450.3%Retail/WholesaleIJHiShares Core S&P Mid-Cap ETF$30,062,609$853,772 ▲2.9%482,4680.3%ETFDISWalt Disney$29,975,197$3,563 ▼0.0%269,1980.3%Consumer DiscretionaryVEAVanguard FTSE Developed Markets ETF$29,772,812$1,174,841 ▼-3.8%622,6020.3%ETFLINDE PLC$29,632,625$186,727 ▼-0.6%70,7780.3%SHSAMDAdvanced Micro Devices$29,489,429$333,380 ▲1.1%244,1380.3%Computer and TechnologyADBEAdobe$29,168,785$112,949 ▼-0.4%65,5950.3%Computer and TechnologyISRGIntuitive Surgical$27,840,824$3,167,775 ▲12.8%53,3390.3%MedicalIBMInternational Business Machines$27,424,012$2,721,495 ▼-9.0%124,7510.3%Computer and TechnologyINDAiShares MSCI India ETF$27,135,675$581,514 ▲2.2%515,4950.3%ETFGEGeneral Electric$27,007,638$334 ▼0.0%161,9260.3%TransportationABTAbbott Laboratories$26,841,455$119,783 ▲0.4%237,3040.3%MedicalTMOThermo Fisher Scientific$26,705,487$246,069 ▲0.9%51,3340.3%MedicalINTUIntuit$26,162,570$40,853 ▲0.2%41,6270.3%Computer and TechnologyTXNTexas Instruments$25,597,928$75,004 ▲0.3%136,5150.2%Computer and TechnologyQCOMQUALCOMM$25,545,623$29,034 ▲0.1%166,2910.2%Computer and TechnologyDBAInvesco DB Agriculture Fund$25,088,166$461,921 ▼-1.8%943,5190.2%FinanceMUBiShares National Muni Bond ETF$25,053,627$1,541,458 ▼-5.8%235,1350.2%ETFAXPAmerican Express$24,579,554$201,817 ▼-0.8%82,8180.2%FinanceVGSHVanguard Short-Term Treasury Index ETF$24,472,875$22,380,782 ▼-47.8%420,6410.2%ETFPMPhilip Morris International$24,451,510$210,492 ▲0.9%203,1700.2%Consumer StaplesMTUMiShares MSCI USA Momentum Factor ETF$24,176,399$1,388,644 ▼-5.4%116,8390.2%ETFGSThe Goldman Sachs Group$24,112,456$68,714 ▼-0.3%42,1090.2%FinancePFFiShares Preferred and Income Securities ETF$23,738,865$1,051,668 ▼-4.2%755,0530.2%ETFCATCaterpillar$23,565,615$83,435 ▲0.4%64,9620.2%Industrial ProductsSPGIS&P Global$23,439,284$201,702 ▼-0.9%47,0640.2%Business ServicesVTEBVanguard Tax-Exempt Bond ETF$23,194,546$535,388 ▼-2.3%462,6880.2%ETFMSMorgan Stanley$23,131,223$76,438 ▼-0.3%183,9900.2%FinanceVZVerizon Communications$22,578,074$89,458 ▲0.4%564,5930.2%Computer and TechnologyBKNGBooking$22,069,722$99,368 ▼-0.4%4,4420.2%Retail/WholesaleNEENextEra Energy$22,066,039$112,983 ▲0.5%307,7980.2%UtilitiesDFSDiscover Financial Services$22,020,998$7,171,549 ▼-24.6%127,1200.2%FinanceTAT&T$21,934,432$185,439 ▲0.9%963,3040.2%Computer and TechnologyXSHQInvesco S&P SmallCap Quality ETF$21,534,255$78,686 ▲0.4%508,4830.2%ETFCMCSAComcast$21,305,368$194,781 ▼-0.9%567,6890.2%Consumer DiscretionaryPFEPfizer$20,866,376$238,956 ▲1.2%786,5200.2%MedicalPGRProgressive$20,832,652$68,768 ▲0.3%86,9440.2%FinanceLOWLowe's Companies$20,819,801$42,203 ▼-0.2%84,3590.2%Retail/WholesalePALANTIR TECHNOLOGIES INC$20,799,763$11,657,533 ▲127.5%275,0200.2%CL ARTXRTX$20,733,784$173,349 ▲0.8%179,1720.2%AerospaceTJXTJX Companies$20,233,984$18,726 ▼-0.1%167,4860.2%Retail/WholesaleVWOVanguard FTSE Emerging Markets ETF$20,212,223$330,300 ▼-1.6%458,9510.2%ETFBLACKROCK INC$19,995,796$19,995,796 ▲New Holding19,5060.2%COMShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
