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CIK: 0001133639
Total reported value
$14.3B
$14.3B
845 檔
13.0%
At the close of Q3 2024, New York Life Investment Management LLC disclosed equity holdings valued at approximately $14.3B, spread across 845 reported holdings.
During Q3 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 845 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.96% | -0.17% | +1.25% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.51% | -0.49% | -2.20% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.87% | -0.15% | -7.70% | |
| 4 | IQSU | Nyli Candriam US L/c Eq ETF | ETF-Other | 2.52% | -0.06% | -5.99% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.26% | -0.11% | -1.20% | |
| 6 | IQSM | Nyli Candriam US M/c Eq ETF | ETF-Other | 2.25% | +0.03% | -2.05% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.63% | -0.25% | -3.43% | |
| 8 | CPLB | Nyli Mackay Core Plus Bond | ETF-Other | 1.57% | -0.35% | -3.46% | |
| 9 | MMMA | New York Life Investments Active ETF Trust - NYLI MacKay Muni Allocation ETF | ETF-Other | 1.44% | — | +0.54% | |
| 10 | IQSI | Nyli Candriam Intl Eqty ETF | ETF-Other | 1.43% | -0.01% | -2.44% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.37% | +0.16% | -2.65% | |
| 12 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.34% | +0.10% | +5.21% | |
| 13 | MEGI | NYLI CBRE Global Infrastructure Megatrends Term Fund | Stock-Other | 1.25% | — | -12.53% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.13% | +0.04% | -3.50% | |
| 15 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-Other | 1.12% | -0.09% | +0.33% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.08% | -0.14% | -1.94% | |
| 17 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.05% | -0.07% | -2.90% | |
| 18 | MGC | Vanguard Mega Cap ETF | ETF-Other | 1.04% | -0.09% | -13.64% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 1.04% | +0.03% | +933.75% | |
| 20 | SECR | Nyli Mackay Secur Inc ETF | ETF-Other | 0.92% | +0.20% | -7.45% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.91% | +0.16% | -4.25% | |
| 22 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.78% | +0.08% | -2.68% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.78% | -0.08% | -3.79% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.67% | -0.28% | -4.10% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 0.66% | -0.05% | +2.28% | |
| 26 | UUP | Invesco Db US Dollar Index B | ETF-Large Cap & Growth | 0.61% | +0.12% | +36.62% | |
| 27 | IQHI | Nyli Mackay High Income ETF | ETF-Other | 0.60% | -0.11% | -2.50% | |
| 28 | IWLG | Nyli Winslow Lrg Cap Grw ETF | ETF-Other | 0.59% | -0.22% | +49.37% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.59% | -0.06% | -3.00% | |
| 30 | MA | Mastercard Inc - A | Stock-Financials | 0.59% | -0.08% | -2.71% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.58% | -0.04% | -2.90% | |
| 32 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.57% | -0.01% | +2.19% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.57% | -0.06% | -11.49% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.51% | -0.10% | -3.15% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.51% | -0.12% | -12.69% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.50% | -0.04% | +8.29% | |
| 37 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.46% | -0.51% | +18.29% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.45% | -0.16% | -1.59% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.45% | -0.02% | -3.07% | |
| 40 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.45% | -0.03% | +1.97% | |
| 41 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.45% | +0.02% | +11.71% | |
| 42 | NFLX | Netflix Inc | Stock-Comm Services | 0.39% | -0.19% | -3.58% | |
| 43 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 0.39% | +0.07% | +13.96% | |
| 44 | BAC | Bank Of America CORP | Stock-Financials | 0.39% | -0.02% | -3.79% | |
| 45 | AMD | Advanced Micro Devices | Stock-Tech | 0.39% | +0.56% | -1.20% | |
| 46 | CRM | Salesforce Inc | Stock-Tech | 0.38% | -0.09% | -1.64% | |
| 47 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.38% | -0.04% | -12.68% | |
| 48 | MNA | Nyli Merger Arbitrage ETF | ETF-Other | 0.37% | — | +6.91% | |
| 49 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.36% | -0.04% | -2.94% | |
| 50 | ORCL | Oracle CORP | Stock-Tech | 0.36% | -0.05% | -2.83% |
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 845 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, NVDA) accounted for 13.0% of total reported equity market value during Q3 2024.
During Q3 2024, New York Life Investment Management LLC's top holdings by market value included AAPL (5.0%)、MSFT (4.5%)、NVDA (3.9%). The largest single position, AAPL, represented 5.0% of total portfolio value.
In Q3 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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