13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001133639
Total reported value
$14.3B
$14.3B
818 檔
12.4%
According to the latest 13F quarterly dataset, New York Life Investment Management LLC managed an equity portfolio of $14.3B at the end of Q1 2025, spanning 818 distinct U.S. exchange-listed positions.
In Q1 2025, New York Life Investment Management LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 818 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.90% | -0.17% | -1.39% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.15% | -0.49% | -0.02% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.62% | -0.15% | -0.49% | |
| 4 | CPLB | Nyli Mackay Core Plus Bond | ETF-Other | 2.78% | -0.35% | -8.51% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.63% | -0.11% | +0.70% | |
| 6 | IQSU | Nyli Candriam US L/c Eq ETF | ETF-Other | 2.46% | -0.06% | -1.27% | |
| 7 | IQSM | Nyli Candriam US M/c Eq ETF | ETF-Other | 2.04% | +0.03% | +2.35% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.73% | -0.25% | +0.12% | |
| 9 | IQSI | Nyli Candriam Intl Eqty ETF | ETF-Other | 1.65% | -0.01% | -12.23% | |
| 10 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.53% | +0.10% | -3.95% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.33% | +0.16% | -0.85% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.33% | -0.14% | -0.00% | |
| 13 | SECR | Nyli Mackay Secur Inc ETF | ETF-Other | 1.23% | +0.20% | -8.53% | |
| 14 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.10% | -0.07% | -0.23% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.08% | +0.04% | -1.53% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.07% | +0.03% | +0.10% | |
| 17 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-Other | 1.03% | -0.09% | -12.00% | |
| 18 | MGC | Vanguard Mega Cap ETF | ETF-Other | 1.03% | -0.09% | -6.86% | |
| 19 | IWLG | Nyli Winslow Lrg Cap Grw ETF | ETF-Other | 1.01% | -0.22% | +27.79% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.99% | -0.06% | +65.42% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.93% | -0.08% | -1.02% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 0.91% | -0.05% | -0.28% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.89% | +0.16% | -0.43% | |
| 24 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.86% | -0.51% | +242.70% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.71% | -0.28% | -1.27% | |
| 26 | MA | Mastercard Inc - A | Stock-Financials | 0.67% | -0.08% | -1.02% | |
| 27 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.66% | +0.08% | +0.48% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.60% | -0.06% | -0.81% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.57% | -0.12% | -0.12% | |
| 30 | IQHI | Nyli Mackay High Income ETF | ETF-Other | 0.57% | -0.11% | -6.47% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.55% | -0.10% | -0.45% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.55% | -0.04% | -0.48% | |
| 33 | NFLX | Netflix Inc | Stock-Comm Services | 0.54% | -0.19% | -0.29% | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.52% | -0.16% | -0.32% | |
| 35 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.51% | -0.01% | -17.35% | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.51% | -0.02% | -0.35% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.50% | -0.03% | -0.68% | |
| 38 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.50% | +0.02% | -1.34% | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.48% | -0.04% | -4.18% | |
| 40 | UUP | Invesco Db US Dollar Index B | ETF-Large Cap & Growth | 0.45% | +0.12% | -30.93% | |
| 41 | BAC | Bank Of America CORP | Stock-Financials | 0.42% | -0.02% | -1.32% | |
| 42 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.41% | +0.02% | +14.85% | |
| 43 | CRM | Salesforce Inc | Stock-Tech | 0.39% | -0.09% | -0.30% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.38% | -0.16% | -0.41% | |
| 45 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.38% | — | -25.97% | |
| 46 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.38% | -0.04% | -0.53% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.38% | +0.09% | +8.92% | |
| 48 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 0.37% | +0.07% | -10.69% | |
| 49 | CSCO | Cisco Systems Inc | Stock-Tech | 0.37% | +0.12% | +10.11% | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.36% | +0.10% | +11.04% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | NVDA | Nvidia CORP | — | NEW | New buy |
| 4 | CPLB | Nyli Mackay Core Plus Bond | — | NEW | New buy |
| 5 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 6 | IQSU | Nyli Candriam US L/c Eq ETF | — | NEW | New buy |
| 7 | IQSM | Nyli Candriam US M/c Eq ETF | — | NEW | New buy |
| 8 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 9 | IQSI | Nyli Candriam Intl Eqty ETF | — | NEW | New buy |
| 10 | FLOT | Ishares Floating Rate Bond E | — | NEW | New buy |
| 11 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 13 | SECR | Nyli Mackay Secur Inc ETF | — | NEW | New buy |
| 14 | TSLA | Tesla Inc | — | NEW | New buy |
| 15 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 16 | AVGO | Broadcom Inc | — | NEW | New buy |
| 17 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | — | NEW | New buy |
| 18 | MGC | Vanguard Mega Cap ETF | — | NEW | New buy |
| 19 | IWLG | Nyli Winslow Lrg Cap Grw ETF | — | NEW | New buy |
| 20 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | New buy |
| 21 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 22 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 23 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 24 | VGSH | Vanguard Short-term Treasury | — | NEW | New buy |
| 25 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 26 | MA | Mastercard Inc - A | — | NEW | New buy |
| 27 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 28 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 29 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 30 | IQHI | Nyli Mackay High Income ETF | — | NEW | New buy |
| 31 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 32 | HD | Home Depot Inc | — | NEW | New buy |
| 33 | NFLX | Netflix Inc | — | NEW | New buy |
| 34 | WMT | Walmart Inc | — | NEW | New buy |
| 35 | CWB | Ss Spdr Bb Conv Sec ETF | — | NEW | New buy |
| 36 | ABBV | Abbvie Inc | — | NEW | New buy |
| 37 | AGG | Ishares Core U.s. Aggregate | — | NEW | New buy |
| 38 | FLRN | Ss Spdr Bb Ig Float Rt ETF | — | NEW | New buy |
| 39 | VO | Vanguard Mid-cap ETF | — | NEW | New buy |
| 40 | UUP | Invesco Db US Dollar Index B | — | NEW | New buy |
| 41 | BAC | Bank Of America CORP | — | NEW | New buy |
| 42 | IEMG | Ishares Core Msci Emerging | — | NEW | New buy |
| 43 | CRM | Salesforce Inc | — | NEW | New buy |
| 44 | CVX | Chevron CORP | — | NEW | New buy |
| 45 | VTIP | Vanguard Short-term Tips | — | NEW | New buy |
| 46 | KO | Coca-cola Co/the | — | NEW | New buy |
| 47 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 48 | ICVT | Ishares Convertible Bond ETF | — | NEW | New buy |
| 49 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 50 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
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 818 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, NVDA) accounted for 12.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $480.6M
During Q1 2025, New York Life Investment Management LLC's top holdings by market value included AAPL (4.9%)、MSFT (4.2%)、NVDA (3.6%). The largest single position, AAPL, represented 4.9% of total portfolio value.
In Q1 2025, New York Life Investment Management LLC made 50 total portfolio adjustments, initiating 50 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.