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CIK: 0001133639
Total reported value
$14.3B
$14.3B
804 檔
15.9%
As reported in its official Q3 2025 Form 13F filing, New York Life Investment Management LLC's tracked investment portfolio stood at $14.3B with 804 total positions.
New York Life Investment Management LLC executed strategic sector rebalancing during Q3 2025, establishing 4 new positions while fully exiting 7 holdings and trimming 18 positions.
Showing top 200 holdings (of 804 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 5.45% | -0.15% | +0.12% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.84% | -0.49% | -1.89% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.77% | -0.17% | -3.37% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.55% | -0.11% | +2.46% | |
| 5 | CPLB | Nyli Mackay Core Plus Bond | ETF-Other | 2.42% | -0.35% | -0.92% | |
| 6 | IQSU | Nyli Candriam US L/c Eq ETF | ETF-Other | 2.12% | -0.06% | -4.27% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.91% | -0.25% | -0.35% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 1.85% | +0.03% | -0.14% | |
| 9 | IQSM | Nyli Candriam US M/c Eq ETF | ETF-Other | 1.84% | +0.03% | -3.34% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.76% | +0.16% | -3.29% | |
| 11 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.60% | -0.07% | -2.53% | |
| 12 | MGC | Vanguard Mega Cap ETF | ETF-Other | 1.53% | -0.09% | +23.38% | |
| 13 | IQSI | Nyli Candriam Intl Eqty ETF | ETF-Other | 1.51% | -0.01% | +1.43% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.41% | +0.04% | -3.56% | |
| 15 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.38% | +0.10% | +24.57% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.10% | -0.14% | -0.18% | |
| 17 | IWLG | Nyli Winslow Lrg Cap Grw ETF | ETF-Other | 1.10% | -0.22% | +5.30% | |
| 18 | SECR | Nyli Mackay Secur Inc ETF | ETF-Other | 1.08% | +0.20% | -0.66% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.04% | -0.08% | -1.22% | |
| 20 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-Other | 0.95% | -0.09% | -0.34% | |
| 21 | FLBL | Franklin Senior Loan ETF | ETF-Other | 0.76% | +0.16% | +38.28% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 0.74% | -0.05% | -3.29% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.73% | +0.16% | +0.68% | |
| 24 | IQHI | Nyli Mackay High Income ETF | ETF-Other | 0.66% | -0.11% | +30.44% | |
| 25 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.64% | -0.06% | -8.65% | |
| 26 | NFLX | Netflix Inc | Stock-Comm Services | 0.61% | -0.19% | -0.42% | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 0.60% | -0.08% | -1.02% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.58% | +0.10% | -18.61% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.57% | -0.28% | -1.25% | |
| 30 | ORCL | Oracle CORP | Stock-Tech | 0.56% | -0.05% | +2.02% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.54% | -0.16% | +1.39% | |
| 32 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.54% | -0.03% | +10.50% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.54% | -0.10% | -1.14% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.52% | -0.04% | -2.47% | |
| 35 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.49% | -0.13% | +6.64% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.49% | -0.12% | -0.22% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.49% | +0.09% | +30.34% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.49% | -0.02% | -0.58% | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.46% | -0.06% | -2.73% | |
| 40 | BAC | Bank Of America CORP | Stock-Financials | 0.45% | -0.02% | +0.91% | |
| 41 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.45% | -0.51% | -43.56% | |
| 42 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.43% | +0.02% | +21.91% | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.42% | -0.04% | -13.90% | |
| 44 | GE | General Electric | Stock-Industrials | 0.41% | +0.03% | -3.21% | |
| 45 | IWFG | Nyli Winslow Foc Lrg Cap Grw | ETF-Other | 0.40% | +0.31% | +329.75% | |
| 46 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.40% | -0.01% | -16.30% | |
| 47 | MUB | Ishares National Muni Bond E | ETF-Other | 0.39% | +0.10% | +5.84% | |
| 48 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.38% | +0.09% | +15.06% | |
| 49 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.37% | +0.08% | -1.51% | |
| 50 | CVX | Chevron CORP | Stock-Energy | 0.36% | -0.16% | +18.29% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.8% | +0.12% | Add |
| 2 | AVGO | Broadcom Inc | +0.8% | -0.14% | Add |
| 3 | MSFT | Microsoft CORP | +0.7% | -1.89% | Trim |
| 4 | TSLA | Tesla Inc | +0.5% | -2.53% | Trim |
| 5 | MGC | Vanguard Mega Cap ETF | +0.5% | +23.38% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.4% | -3.29% | Trim |
| 7 | GOOG | Alphabet Inc-cl C | +0.3% | -3.56% | Trim |
| 8 | IWFG | Nyli Winslow Foc Lrg Cap Grw | +0.3% | +329.75% | Add |
| 9 | PFFD | Global X US Preferred ETF | +0.3% | -1.64% | Add |
| 10 | ORCL | Oracle CORP | +0.3% | +2.02% | Add |
| 11 | PLTR | Palantir Technologies Inc-a | +0.3% | +6.64% | Add |
| 12 | VEA | Vanguard Ftse Developed ETF | +0.2% | -18.61% | Add |
| 13 | SCHA | Schwab US Small-cap ETF | +0.2% | +151.50% | Add |
| 14 | META | Meta Platforms Inc-class A | +0.2% | -0.35% | Add |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | +0.2% | +15.06% | Add |
| 16 | MUB | Ishares National Muni Bond E | +0.2% | +5.84% | Add |
| 17 | FLIN | Franklin Ftse India ETF | +0.1% | -25.30% | Add |
| 18 | JPM | Jpmorgan Chase & Co | +0.1% | -1.22% | Trim |
| 19 | IJR | Ishares Core S&p Small-cap E | +0.1% | +30.34% | Add |
| 20 | XLC | Ss Comm Select Sector Spdr | +0.1% | +7.10% | Add |
| 21 | IQHI | Nyli Mackay High Income ETF | +0.1% | +30.44% | Add |
| 22 | NSC | Norfolk Southern CORP | +0.1% | +109.30% | Add |
| 23 | IWLG | Nyli Winslow Lrg Cap Grw ETF | +0.1% | +5.30% | Add |
| 24 | AMD | Advanced Micro Devices | +0.1% | -2.96% | Trim |
| 25 | MU | Micron Technology Inc | +0.1% | -2.80% | Trim |
| 26 | GE | General Electric | +0.1% | -3.21% | Trim |
| 27 | MTUM | Ishares Msci USA Momentum Fa | +0.1% | +31.15% | Add |
| 28 | GEV | GE Vernova Inc | +0.1% | -2.82% | Trim |
| 29 | NFLX | Netflix Inc | +0.1% | -0.42% | Add |
| 30 | AGG | Ishares Core U.s. Aggregate | 0% | +10.50% | Add |
| 31 | AMZN | Amazon.com Inc | -0.1% | +2.46% | Trim |
| 32 | AAPL | Apple Inc | -0.1% | -3.37% | Trim |
| 33 | STIP | Ishares 0-5 Year Tips Bond E | -0.2% | -62.31% | Trim |
| 34 | VTIP | Vanguard Short-term Tips | -0.2% | -61.98% | Trim |
| 35 | IEMG | Ishares Core Msci Emerging | -0.2% | -39.97% | Trim |
| 36 | BKLN | Invesco Senior Loan ETF | -0.3% | +9.56% | Trim |
| 37 | UNH | Unitedhealth Group Inc | -0.3% | -1.51% | Trim |
| 38 | IEFA | Ishares Core Msci Eafe ETF | -0.4% | -8.65% | Trim |
| 39 | VGSH | Vanguard Short-term Treasury | -0.4% | -43.56% | Trim |
| 40 | FLBL | Franklin Senior Loan ETF | — | NEW | New buy |
| 41 | UUP | Invesco Db US Dollar Index B | — | EXIT | Sold out |
| 42 | EMXC | Ishares Msci Emr Mrk Ex Chna | — | NEW | New buy |
| 43 | APP | Applovin Corp-class A | — | NEW | New buy |
| 44 | PFF | Ishares Preferred & Income S | — | EXIT | Sold out |
| 45 | XSHQ | Invesco S&p Smallcap Quality | — | EXIT | Sold out |
| 46 | VWO | Vanguard Ftse Emerging Marke | — | EXIT | Sold out |
| 47 | INDA | Ishares Msci India ETF | — | EXIT | Sold out |
| 48 | SRLN | Ss Blackstone Sr Loan ETF | — | EXIT | Sold out |
| 49 | HOOD | Robinhood Markets Inc - A | — | NEW | New buy |
| 50 | SCZ | Ishares Msci Eafe Small-cap | — | EXIT | Sold out |
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 804 disclosed positions in Q3 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 NVDA, MSFT, AAPL) accounted for 15.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
FLBL
市值: $86.8M
Top Position Liquidated / Trimmed
UUP
前期市值: $43.7M
During Q3 2025, New York Life Investment Management LLC's top holdings by market value included NVDA (5.5%)、MSFT (4.8%)、AAPL (4.8%). The largest single position, NVDA, represented 5.5% of total portfolio value.
In Q3 2025, New York Life Investment Management LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 21 positions, trimming 18 holdings, and fully liquidating 7 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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