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CIK: 0001133639
Total reported value
$14.3B
$14.3B
847 檔
13.2%
As reported in its official Q2 2024 Form 13F filing, New York Life Investment Management LLC's tracked investment portfolio stood at $14.3B with 847 total positions.
During Q2 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 847 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.95% | -0.49% | -0.97% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.57% | -0.17% | -1.24% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.41% | -0.15% | +950.96% | |
| 4 | IQSU | Nyli Candriam US L/c Eq ETF | ETF-Other | 2.64% | -0.06% | -8.78% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.46% | -0.11% | -7.54% | |
| 6 | IQSM | Nyli Candriam US M/c Eq ETF | ETF-Other | 2.19% | +0.03% | +19.60% | |
| 7 | CPLB | Nyli Mackay Core Plus Bond | ETF-Other | 1.61% | -0.35% | -23.95% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.60% | +0.16% | -2.04% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.54% | -0.25% | +0.13% | |
| 10 | IQSI | Nyli Candriam Intl Eqty ETF | ETF-Other | 1.41% | -0.01% | -5.32% | |
| 11 | MMMA | New York Life Investments Active ETF Trust - NYLI MacKay Muni Allocation ETF | ETF-Other | 1.38% | — | -8.60% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.33% | +0.04% | -2.83% | |
| 13 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.32% | +0.10% | -7.62% | |
| 14 | MEGI | NYLI CBRE Global Infrastructure Megatrends Term Fund | Stock-Other | 1.27% | — | +0.41% | |
| 15 | MGC | Vanguard Mega Cap ETF | ETF-Other | 1.19% | -0.09% | +9.82% | |
| 16 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-Other | 1.11% | -0.09% | -6.83% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.01% | -0.14% | +0.04% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.01% | +0.16% | -9.43% | |
| 19 | SECR | Nyli Mackay Secur Inc ETF | ETF-Other | 0.98% | +0.20% | — | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 0.97% | +0.03% | -0.48% | |
| 21 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.84% | -0.07% | +1.11% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.80% | -0.08% | -0.13% | |
| 23 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.72% | +0.08% | +0.55% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.71% | -0.28% | +2.73% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 0.63% | -0.05% | +0.57% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.62% | -0.06% | +83.39% | |
| 27 | IQHI | Nyli Mackay High Income ETF | ETF-Other | 0.61% | -0.11% | -26.51% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.60% | -0.06% | +1.23% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.58% | -0.12% | +0.94% | |
| 30 | MA | Mastercard Inc - A | Stock-Financials | 0.56% | -0.08% | +0.55% | |
| 31 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.55% | -0.01% | -18.37% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.52% | -0.04% | +0.61% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.49% | -0.10% | +0.60% | |
| 34 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.49% | -0.04% | +0.87% | |
| 35 | UUP | Invesco Db US Dollar Index B | ETF-Large Cap & Growth | 0.48% | +0.12% | +135.73% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.44% | -0.04% | +31.92% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.44% | -0.03% | +4.16% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.42% | -0.02% | +0.56% | |
| 39 | BAC | Bank Of America CORP | Stock-Financials | 0.42% | -0.02% | -0.09% | |
| 40 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.42% | +0.02% | -10.31% | |
| 41 | NFLX | Netflix Inc | Stock-Comm Services | 0.40% | -0.19% | +0.09% | |
| 42 | IWLG | Nyli Winslow Lrg Cap Grw ETF | ETF-Other | 0.40% | -0.22% | +33.68% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.40% | -0.16% | +0.32% | |
| 44 | AMD | Advanced Micro Devices | Stock-Tech | 0.40% | +0.56% | -0.85% | |
| 45 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.40% | -0.51% | +44.86% | |
| 46 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.39% | — | +409.40% | |
| 47 | CRM | Salesforce Inc | Stock-Tech | 0.38% | -0.09% | -0.19% | |
| 48 | ADBE | Adobe Inc | Stock-Tech | 0.38% | -0.04% | -1.42% | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.37% | -0.16% | -0.63% | |
| 50 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.35% | -0.08% | +1.02% |
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 847 disclosed positions in Q2 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 13.2% of total reported equity market value during Q2 2024.
During Q2 2024, New York Life Investment Management LLC's top holdings by market value included MSFT (5.0%)、AAPL (4.6%)、NVDA (4.4%). The largest single position, MSFT, represented 5.0% of total portfolio value.
In Q2 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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