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CIK: 0001133639
Total reported value
$14.3B
$14.3B
1327 檔
11.7%
In Q1 2024, New York Life Investment Management LLC's U.S. equity holdings reached a combined market value of $14.3B, distributed across 1327 disclosed stock positions.
During Q1 2024, New York Life Investment Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 1327 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.66% | -0.49% | -3.58% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.73% | -0.17% | -3.85% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.04% | -0.15% | -3.72% | |
| 4 | IQSU | Nyli Candriam US L/c Eq ETF | ETF-Other | 2.79% | -0.06% | -2.67% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.46% | -0.11% | -3.83% | |
| 6 | CPLB | Nyli Mackay Core Plus Bond | ETF-Other | 2.11% | -0.35% | -2.91% | |
| 7 | IQSM | Nyli Candriam US M/c Eq ETF | ETF-Other | 1.93% | +0.03% | -7.34% | |
| 8 | MMMA | New York Life Investments Active ETF Trust - NYLI MacKay Muni Allocation ETF | ETF-Other | 1.57% | — | -11.51% | |
| 9 | IQSI | Nyli Candriam Intl Eqty ETF | ETF-Other | 1.51% | -0.01% | -17.61% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.46% | -0.25% | -4.60% | |
| 11 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.42% | +0.10% | -11.07% | |
| 12 | ✓ | Iq Enhanced Iq Chaikin Small | Stock-Other | 1.36% | — | -9.73% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.34% | +0.16% | -3.50% | |
| 14 | MEGI | NYLI CBRE Global Infrastructure Megatrends Term Fund | Stock-Other | 1.30% | — | +1.84% | |
| 15 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-Other | 1.19% | -0.09% | -4.27% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.12% | +0.04% | -4.06% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.03% | -0.14% | -3.73% | |
| 18 | MGC | Vanguard Mega Cap ETF | ETF-Other | 1.02% | -0.09% | +15.80% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.95% | +0.16% | -3.45% | |
| 20 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.93% | -0.02% | -22.17% | |
| 21 | EWX | State Street Spdr S&p Emergi | ETF-Other | 0.86% | — | -13.78% | |
| 22 | IQHI | Nyli Mackay High Income ETF | ETF-Other | 0.83% | -0.11% | +0.12% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 0.80% | +0.03% | -3.40% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.79% | -0.08% | -3.74% | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.73% | -0.07% | -3.11% | |
| 26 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.71% | — | -29.82% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.70% | -0.28% | -4.18% | |
| 28 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.69% | +0.08% | -3.35% | |
| 29 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.67% | -0.01% | -24.23% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.66% | -0.05% | -4.23% | |
| 31 | MA | Mastercard Inc - A | Stock-Financials | 0.60% | -0.08% | -3.65% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.57% | -0.06% | -3.53% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.57% | -0.04% | -3.77% | |
| 34 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.55% | — | +82.45% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.53% | -0.10% | -3.57% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.51% | -0.04% | -3.32% | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.49% | -0.12% | -3.18% | |
| 38 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.46% | +0.02% | -12.12% | |
| 39 | AMD | Advanced Micro Devices | Stock-Tech | 0.44% | +0.56% | -3.65% | |
| 40 | CRM | Salesforce Inc | Stock-Tech | 0.44% | -0.09% | -3.79% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.44% | -0.02% | -3.70% | |
| 42 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.42% | -0.03% | +0.90% | |
| 43 | BAC | Bank Of America CORP | Stock-Financials | 0.39% | -0.02% | -3.42% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.37% | -0.16% | -4.79% | |
| 45 | XLF | Ss Financial Select Sector | ETF-Other | 0.36% | +0.02% | -17.06% | |
| 46 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.36% | -0.08% | -3.28% | |
| 47 | NFLX | Netflix Inc | Stock-Comm Services | 0.36% | -0.19% | -4.75% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.35% | -0.16% | +189.10% | |
| 49 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 0.35% | +0.07% | +25.26% | |
| 50 | ADBE | Adobe Inc | Stock-Tech | 0.34% | -0.04% | -3.93% |
According to official SEC Form 13F filings, New York Life Investment Management LLC reported a total U.S. public equity portfolio value of $14.3B across 1327 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, NVDA) accounted for 11.7% of total reported equity market value during Q1 2024.
During Q1 2024, New York Life Investment Management LLC's top holdings by market value included MSFT (4.7%)、AAPL (3.7%)、NVDA (3.0%). The largest single position, MSFT, represented 4.7% of total portfolio value.
In Q1 2024, New York Life Investment Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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