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CIK: 0001133639
Total reported value
$14.3B
$14.3B
798 檔
14.5%
The Q2 2025 SEC filing reveals that New York Life Investment Management LLC held a total portfolio value of $14.3B, covering 798 public equity positions.
During Q2 2025, 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 798 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.05% | -0.49% | -0.17% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.91% | -0.15% | +1.27% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.23% | -0.17% | +1.88% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.65% | -0.11% | -4.80% | |
| 5 | CPLB | Nyli Mackay Core Plus Bond | ETF-Other | 2.60% | -0.35% | +1.18% | |
| 6 | IQSU | Nyli Candriam US L/c Eq ETF | ETF-Other | 2.20% | -0.06% | -11.08% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.05% | -0.25% | +0.78% | |
| 8 | IQSM | Nyli Candriam US M/c Eq ETF | ETF-Other | 1.92% | +0.03% | -2.49% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.65% | +0.03% | +1.97% | |
| 10 | IQSI | Nyli Candriam Intl Eqty ETF | ETF-Other | 1.55% | -0.01% | -7.20% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.40% | +0.16% | +0.73% | |
| 12 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.25% | -0.07% | +1.27% | |
| 13 | MGC | Vanguard Mega Cap ETF | ETF-Other | 1.21% | -0.09% | +15.35% | |
| 14 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.18% | +0.10% | -15.80% | |
| 15 | SECR | Nyli Mackay Secur Inc ETF | ETF-Other | 1.16% | +0.20% | +1.95% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.14% | +0.04% | +0.48% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.13% | -0.14% | +1.74% | |
| 18 | IWLG | Nyli Winslow Lrg Cap Grw ETF | ETF-Other | 1.07% | -0.22% | -4.64% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.03% | -0.08% | +1.08% | |
| 20 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-Other | 0.97% | -0.09% | -4.91% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 0.85% | -0.05% | +0.53% | |
| 22 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.84% | -0.51% | +6.42% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.79% | +0.16% | +1.63% | |
| 24 | NFLX | Netflix Inc | Stock-Comm Services | 0.73% | -0.19% | +1.16% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.72% | +0.10% | +96.33% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.71% | -0.06% | -29.05% | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 0.64% | -0.08% | +0.77% | |
| 28 | FLBL | Franklin Senior Loan ETF | ETF-Other | 0.59% | +0.16% | — | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.59% | -0.28% | +0.61% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.56% | -0.12% | +1.64% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.54% | -0.16% | +1.33% | |
| 32 | IQHI | Nyli Mackay High Income ETF | ETF-Other | 0.53% | -0.11% | +1.28% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.52% | -0.06% | +1.29% | |
| 34 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.51% | -0.03% | +11.42% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.51% | -0.04% | +1.27% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.49% | -0.04% | +3.07% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.48% | -0.10% | +1.70% | |
| 38 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.47% | -0.01% | -8.12% | |
| 39 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.46% | — | +30.36% | |
| 40 | ORCL | Oracle CORP | Stock-Tech | 0.46% | -0.05% | +1.84% | |
| 41 | BAC | Bank Of America CORP | Stock-Financials | 0.44% | -0.02% | +0.27% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.42% | -0.02% | +1.63% | |
| 43 | CSCO | Cisco Systems Inc | Stock-Tech | 0.39% | +0.12% | +1.14% | |
| 44 | GE | General Electric | Stock-Industrials | 0.39% | +0.03% | -0.02% | |
| 45 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 0.38% | +0.07% | +3.74% | |
| 46 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.38% | — | +28.40% | |
| 47 | MUB | Ishares National Muni Bond E | ETF-Other | 0.38% | +0.10% | +72.26% | |
| 48 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.37% | +0.06% | — | |
| 49 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.37% | +0.02% | -19.10% | |
| 50 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.37% | -0.13% | +5.47% |
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 798 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, NVDA, AAPL) accounted for 14.5% of total reported equity market value during Q2 2025.
During Q2 2025, New York Life Investment Management LLC's top holdings by market value included MSFT (5.0%)、NVDA (4.9%)、AAPL (4.2%). The largest single position, MSFT, represented 5.0% of total portfolio value.
In Q2 2025, 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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