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CIK: 0001133639
Total reported value
$14.3B
$14.3B
766 檔
16.2%
At the close of Q4 2025, New York Life Investment Management LLC disclosed equity holdings valued at approximately $14.3B, spread across 766 reported holdings.
New York Life Investment Management LLC executed strategic sector rebalancing during Q4 2025, establishing 3 new positions while fully exiting 14 holdings and trimming 7 positions.
Showing top 200 holdings (of 766 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 5.44% | -0.15% | +1.87% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.93% | -0.17% | -1.29% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.52% | -0.49% | +1.99% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.79% | -0.11% | +5.98% | |
| 5 | CPLB | Nyli Mackay Core Plus Bond | ETF-Other | 2.34% | -0.35% | -0.71% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.32% | +0.16% | +4.56% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 1.96% | +0.03% | +2.81% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.83% | +0.04% | +2.18% | |
| 9 | IQSU | Nyli Candriam US L/c Eq ETF | ETF-Other | 1.74% | -0.06% | -18.64% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.73% | -0.25% | +2.69% | |
| 11 | IQSM | Nyli Candriam US M/c Eq ETF | ETF-Other | 1.72% | +0.03% | -6.28% | |
| 12 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.58% | -0.07% | -0.28% | |
| 13 | MGC | Vanguard Mega Cap ETF | ETF-Other | 1.53% | -0.09% | -1.01% | |
| 14 | IQSI | Nyli Candriam Intl Eqty ETF | ETF-Other | 1.47% | -0.01% | -3.90% | |
| 15 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.41% | -0.51% | +221.89% | |
| 16 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.37% | +0.10% | +1.81% | |
| 17 | IWLG | Nyli Winslow Lrg Cap Grw ETF | ETF-Other | 1.16% | -0.22% | +7.11% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.09% | -0.14% | +0.99% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.05% | +0.16% | +3.93% | |
| 20 | SECR | Nyli Mackay Secur Inc ETF | ETF-Other | 1.04% | +0.20% | +0.06% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.04% | -0.08% | -0.04% | |
| 22 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-Other | 0.90% | -0.09% | -7.45% | |
| 23 | IQHI | Nyli Mackay High Income ETF | ETF-Other | 0.81% | -0.11% | +27.16% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.74% | -0.05% | -1.18% | |
| 25 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.72% | -0.06% | +12.47% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.68% | +0.10% | +14.60% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.61% | -0.10% | +3.61% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.60% | -0.28% | -0.16% | |
| 29 | MA | Mastercard Inc - A | Stock-Financials | 0.59% | -0.08% | -1.05% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.58% | -0.16% | +0.87% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.57% | -0.03% | +8.82% | |
| 32 | LRND | Nyli US Lrg Cap R&d Lead-usd | ETF-Other | 0.56% | +0.95% | +744.64% | |
| 33 | FLBL | Franklin Senior Loan ETF | ETF-Other | 0.54% | +0.16% | -26.23% | |
| 34 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.48% | -0.13% | +1.52% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.48% | -0.02% | +1.01% | |
| 36 | NFLX | Netflix Inc | Stock-Comm Services | 0.47% | -0.19% | +906.80% | |
| 37 | BAC | Bank Of America CORP | Stock-Financials | 0.46% | -0.02% | -1.83% | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.45% | -0.12% | +0.90% | |
| 39 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.44% | +0.06% | +24.90% | |
| 40 | AMD | Advanced Micro Devices | Stock-Tech | 0.44% | +0.56% | +0.13% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.43% | -0.04% | -0.55% | |
| 42 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.42% | -0.01% | +28.11% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.42% | -0.06% | -0.91% | |
| 44 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.41% | +0.02% | -0.27% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.41% | +0.09% | -15.20% | |
| 46 | GE | General Electric | Stock-Industrials | 0.41% | +0.03% | -0.95% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.41% | -0.04% | +0.66% | |
| 48 | MU | Micron Technology Inc | Stock-Tech | 0.40% | +0.88% | +0.35% | |
| 49 | IWFG | Nyli Winslow Foc Lrg Cap Grw | ETF-Other | 0.40% | +0.31% | — | |
| 50 | CSCO | Cisco Systems Inc | Stock-Tech | 0.39% | +0.12% | +0.92% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VGSH | Vanguard Short-term Treasury | +1% | +221.89% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.6% | +4.56% | Add |
| 3 | LRND | Nyli US Lrg Cap R&d Lead-usd | +0.5% | +744.64% | Add |
| 4 | GOOG | Alphabet Inc-cl C | +0.4% | +2.18% | Add |
| 5 | LLY | Eli Lilly & Co | +0.3% | +3.93% | Add |
| 6 | AMZN | Amazon.com Inc | +0.2% | +5.98% | Add |
| 7 | JEPI | Jpmorgan Equity Premium Inco | +0.2% | +191.86% | Add |
| 8 | AAPL | Apple Inc | +0.2% | -1.29% | Trim |
| 9 | MU | Micron Technology Inc | +0.2% | +0.35% | Add |
| 10 | IQHI | Nyli Mackay High Income ETF | +0.2% | +27.16% | Add |
| 11 | USHY | Ishares Broad Usd High Yield | +0.1% | +81.45% | Add |
| 12 | AVGO | Broadcom Inc | +0.1% | +2.81% | Add |
| 13 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | +24.90% | Add |
| 14 | VEA | Vanguard Ftse Developed ETF | +0.1% | +14.60% | Add |
| 15 | AMD | Advanced Micro Devices | +0.1% | +0.13% | Add |
| 16 | SCHA | Schwab US Small-cap ETF | +0.1% | +28.11% | Add |
| 17 | BKLN | Invesco Senior Loan ETF | +0.1% | +95.67% | Add |
| 18 | VONV | Vanguard Russell 1000 Value | +0.1% | +105.66% | Add |
| 19 | EA | Electronic Arts Inc | +0.1% | +156.18% | Add |
| 20 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +12.47% | Add |
| 21 | JNJ | Johnson & Johnson | +0.1% | +3.61% | Add |
| 22 | IWLG | Nyli Winslow Lrg Cap Grw ETF | +0.1% | +7.11% | Add |
| 23 | NVDA | Nvidia CORP | 0% | +1.87% | Add |
| 24 | VGIT | Vanguard Intermediate-term T | -0.1% | -35.48% | Trim |
| 25 | ICVT | Ishares Convertible Bond ETF | -0.1% | -29.88% | Trim |
| 26 | NFLX | Netflix Inc | -0.1% | +906.80% | Add |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | -0.2% | -44.48% | Trim |
| 28 | ORCL | Oracle CORP | -0.2% | +1.83% | Add |
| 29 | META | Meta Platforms Inc-class A | -0.2% | +2.69% | Add |
| 30 | MUB | Ishares National Muni Bond E | -0.2% | -46.19% | Trim |
| 31 | FLBL | Franklin Senior Loan ETF | -0.2% | -26.23% | Trim |
| 32 | MSFT | Microsoft CORP | -0.3% | +1.99% | Add |
| 33 | IQSU | Nyli Candriam US L/c Eq ETF | -0.4% | -18.64% | Trim |
| 34 | LIN | Linde plc | — | EXIT | Sold out |
| 35 | MMMA | Nyli Mackay Muni Alloc ETF | — | NEW | New buy |
| 36 | ACN | Accenture plc | — | EXIT | Sold out |
| 37 | ETN | Eaton Corporation plc | — | EXIT | Sold out |
| 38 | VTIP | Vanguard Short-term Tips | — | EXIT | Sold out |
| 39 | MDT | Medtronic plc | — | EXIT | Sold out |
| 40 | STIP | Ishares 0-5 Year Tips Bond E | — | EXIT | Sold out |
| 41 | CB | Chubb Limited | — | EXIT | Sold out |
| 42 | TT | Trane Technologies plc | — | EXIT | Sold out |
| 43 | RCL | Royal Caribbean Cruises Ltd. | — | EXIT | Sold out |
| 44 | 07WA | Mr Cooper Group Inc | — | EXIT | Sold out |
| 45 | TECK | Teck Resources Ltd-cls B | — | NEW | New buy |
| 46 | JNJ | Johnson & Johnson | — | EXIT | Sold out |
| 47 | AON | Aon plc | — | EXIT | Sold out |
| 48 | ✓ | Cyberark Software LTD. Cmn | — | EXIT | Sold out |
| 49 | ✓ | Realogy Hldgs CORP Com | — | NEW | New buy |
| 50 | TEL | TE Connectivity plc | — | 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 766 disclosed positions in Q4 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, AAPL, MSFT) accounted for 16.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
MMMA
市值: $24.9M
Top Position Liquidated / Trimmed
LIN
前期市值: $32.5M
During Q4 2025, New York Life Investment Management LLC's top holdings by market value included NVDA (5.4%)、AAPL (4.9%)、MSFT (4.5%). The largest single position, NVDA, represented 5.4% of total portfolio value.
In Q4 2025, New York Life Investment Management LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 26 positions, trimming 7 holdings, and fully liquidating 14 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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