New York Life Investment Management LLC Top Holdings and 13F Report (2024) → Man who Predicted Trump 2016 Win: “Prepare for Election Meltdown” (From Paradigm Press) (Ad) About New York Life Investment Management LLCInvestment ActivityNew York Life Investment Management LLC has $10.04 billion in total holdings as of March 31, 2024.New York Life Investment Management LLC owns shares of 1,327 different stocks, but just 208 companies or ETFs make up 80% of its holdings.Approximately 4.72% of the portfolio was purchased this quarter.About 8.85% of the portfolio was sold this quarter.This quarter, New York Life Investment Management LLC has purchased 1,313 new stocks and bought additional shares in 203 stocks.New York Life Investment Management LLC sold shares of 835 stocks and completely divested from 262 stocks this quarter.Largest Holdings Microsoft $468,137,668Apple $375,017,671NVIDIA $305,284,913IQ Candriam ESG U.S. Large Cap Equity ETF $280,269,231Amazon.com $246,666,945 Largest New Holdings this Quarter Schwab Short-Term U.S. Treasury ETF $13,589,339 HoldingInvesco DB Agriculture Fund $7,215,683 HoldingSchwab U.S. Mid-Cap ETF $7,118,040 HoldingSuper Micro Computer $6,731,850 HoldingCerevel Therapeutics $6,164,741 Holding Largest Purchases this Quarter Vanguard Short-Term Treasury Index ETF 463,865 shares (about $26.94M)Schwab International Small-Cap Equity ETF 693,655 shares (about $24.83M)Walmart 383,075 shares (about $23.05M)Invesco DB US Dollar Index Bullish Fund 681,331 shares (about $19.33M)iShares National Muni Bond ETF 148,190 shares (about $15.95M) Largest Sales this Quarter IQ Candriam ESG International Equity ETF 1,081,880 shares (about $32.32M)SPDR Blackstone Senior Loan ETF 722,186 shares (about $30.41M)Invesco Senior Loan ETF 1,257,488 shares (about $26.60M)SPDR Bloomberg Convertible Securities ETF 294,751 shares (about $21.53M)IQ 500 International ETF 597,294 shares (about $20.49M) Sector Allocation Over TimeMap of 500 Largest Holdings ofNew York Life Investment Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$468,137,668$17,391,303 ▼-3.6%1,112,7064.7%Computer and TechnologyAAPLApple$375,017,671$15,020,448 ▼-3.9%2,186,9473.7%Computer and TechnologyNVDANVIDIA$305,284,913$11,792,362 ▼-3.7%337,8693.0%Computer and TechnologyIQSUIQ Candriam ESG U.S. Large Cap Equity ETF$280,269,231$7,699,610 ▼-2.7%6,318,0622.8%ManufacturingAMZNAmazon.com$246,666,945$9,811,590 ▼-3.8%1,367,4852.5%Retail/WholesaleESGBIQ MacKay ESG Core Plus Bond ETF$211,642,974$6,333,856 ▼-2.9%10,080,6372.1%ETFIQSMIQ Candriam ESG U.S. Mid Cap Equity ETF$193,854,979$15,363,930 ▼-7.3%5,994,3531.9%ETFIQINIQ 500 International ETF$157,629,361$20,493,575 ▼-11.5%4,594,1751.6%ETFIQSIIQ Candriam ESG International Equity ETF$151,182,538$32,316,838 ▼-17.6%5,061,1811.5%ManufacturingMETAMeta Platforms$146,876,296$7,084,612 ▼-4.6%302,4761.5%Computer and TechnologyFLOTiShares Floating Rate Bond ETF$142,219,512$17,710,927 ▼-11.1%2,785,3411.4%ETFCSMLIQ U.S. Small Cap ETF$136,355,655$14,693,465 ▼-9.7%3,655,5301.4%ETFGOOGLAlphabet$134,664,576$4,879,416 ▼-3.5%892,2321.3%Computer and TechnologyROOFIQ CBRE NextGen Real Estate ETF$130,130,029$2,355,077 ▲1.8%6,594,9731.3%ETFHFXIIQ FTSE International Equity Currency Neutral ETF$119,105,936$5,314,674 ▼-4.3%4,439,2821.2%ETFGOOGAlphabet$112,854,503$4,776,396 ▼-4.1%741,1961.1%Computer and TechnologyBRK.BBerkshire Hathaway$103,813,772$4,022,274 ▼-3.7%246,8701.0%FinanceMGCVanguard Mega Cap ETF$102,388,876$13,970,962 ▲15.8%547,9151.0%ETFLLYEli Lilly and Company$94,923,567$3,392,684 ▼-3.5%122,0160.9%MedicalBKLNInvesco Senior Loan ETF$93,365,406$26,595,871 ▼-22.2%4,414,4400.9%ETFEWXSPDR S&P Emerging Markets SmallCap ETF$86,811,687$13,871,992 ▼-13.8%1,555,7650.9%ETFIQHIIQ MacKay ESG High Income ETF$83,616,164$102,505 ▲0.1%3,151,1650.8%ETFAVGOBroadcom$79,903,667$2,808,544 ▼-3.4%60,2860.8%Computer and TechnologyJPMJPMorgan Chase & Co.$79,069,828$3,071,000 ▼-3.7%394,7570.8%FinanceTSLATesla$73,820,550$2,372,110 ▼-3.1%419,9360.7%Auto/Tires/TrucksSRLNSPDR Blackstone Senior Loan ETF$71,580,220$30,411,252 ▼-29.8%1,699,8390.7%ETFXOMExxon Mobil$69,807,119$3,046,302 ▼-4.2%600,5430.7%Oils/EnergyUNHUnitedHealth Group$69,539,979$2,408,200 ▼-3.3%140,5700.7%MedicalCWBSPDR Bloomberg Convertible Securities ETF$67,308,697$21,528,613 ▼-24.2%921,5320.7%ETFVVisa$66,669,700$2,946,806 ▼-4.2%238,8910.7%Business ServicesMAMastercard$60,235,739$2,278,789 ▼-3.6%125,0820.6%Business ServicesPGProcter & Gamble$57,724,819$2,114,118 ▼-3.5%355,7770.6%Consumer StaplesHDHome Depot$57,720,675$2,258,637 ▼-3.8%150,4710.6%Retail/WholesaleSCHCSchwab International Small-Cap Equity ETF$54,952,535$24,832,849 ▲82.4%1,534,9870.5%ETFJNJJohnson & Johnson$52,898,578$1,960,132 ▼-3.6%334,3990.5%MedicalMRKMerck & Co., Inc.$51,189,211$1,757,442 ▼-3.3%387,9440.5%MedicalCOSTCostco Wholesale$49,049,579$1,611,053 ▼-3.2%66,9500.5%Retail/WholesaleFLRNSPDR Bloomberg Barclays Investment Grade Floating Rate ETF$46,154,206$6,363,158 ▼-12.1%1,497,0550.5%ETFAMDAdvanced Micro Devices$44,472,736$1,685,235 ▼-3.7%246,4000.4%Computer and TechnologyCRMSalesforce$44,145,158$1,738,712 ▼-3.8%146,5740.4%Computer and TechnologyABBVAbbVie$44,125,380$1,694,258 ▼-3.7%242,3140.4%MedicalAGGiShares Core U.S. Aggregate Bond ETF$42,247,889$376,873 ▲0.9%431,3650.4%FinanceBACBank of America$39,587,646$1,402,547 ▼-3.4%1,043,9780.4%FinanceCVXChevron$37,426,181$1,884,678 ▼-4.8%237,2650.4%Oils/EnergyXLFFinancial Select Sector SPDR Fund$36,501,993$7,508,817 ▼-17.1%866,6190.4%ETFPEPPepsiCo$36,412,930$1,234,170 ▼-3.3%208,0620.4%Consumer StaplesNFLXNetflix$36,029,245$1,795,875 ▼-4.7%59,3240.4%Consumer DiscretionaryWMTWalmart$35,238,620$23,049,622 ▲189.1%585,6510.4%Retail/WholesaleICVTiShares Convertible Bond ETF$34,844,118$7,027,754 ▲25.3%436,4790.3%ETFADBEAdobe$34,566,109$1,412,880 ▼-3.9%68,5020.3%Computer and TechnologyVOVanguard Mid-Cap ETF$34,252,808$9,648,844 ▼-22.0%137,0880.3%ETFIEFAiShares Core MSCI EAFE ETF$34,212,822$1,251,943 ▼-3.5%460,9650.3%ETFLINDE PLC$34,037,442$1,180,301 ▼-3.4%73,3060.3%SHSDISWalt Disney$33,879,526$1,100,995 ▼-3.1%276,8840.3%Consumer DiscretionaryACNAccenture$32,994,152$1,309,839 ▼-3.8%95,1910.3%Business ServicesKOCoca-Cola$32,606,982$1,213,199 ▼-3.6%532,9680.3%Consumer StaplesGVIiShares Intermediate Government/Credit Bond ETF$31,002,989$3,466,901 ▼-10.1%298,1630.3%ETFMCDMcDonald's$30,982,358$1,893,294 ▲6.5%109,8860.3%Retail/WholesaleCSCOCisco Systems$30,835,147$971,748 ▼-3.1%617,8150.3%Computer and TechnologyTMOThermo Fisher Scientific$30,720,436$1,172,301 ▼-3.7%52,8560.3%MedicalINTCIntel$28,828,213$852,216 ▼-2.9%652,6650.3%Computer and TechnologyQCOMQUALCOMM$28,727,839$958,407 ▼-3.2%169,6860.3%Computer and TechnologyWFCWells Fargo & Company$28,638,732$1,337,717 ▼-4.5%494,1120.3%FinanceJEPIJPMorgan Equity Premium Income ETF$28,470,939$17,077,263 ▼-37.5%492,0660.3%ETFMNAIQ Merger Arbitrage ETF$28,084,032$13,959,900 ▼-33.2%892,1230.3%ETFIWLGIQ Winslow Large Cap Growth ETF$27,754,793$1,368,361 ▲5.2%670,8480.3%ETFINTUIntuit$27,591,850$974,350 ▼-3.4%42,4490.3%Computer and TechnologyORCLOracle$27,569,259$983,777 ▼-3.4%219,4830.3%Computer and TechnologyABTAbbott Laboratories$27,467,076$1,051,923 ▼-3.7%241,6600.3%MedicalVGSHVanguard Short-Term Treasury Index ETF$27,291,100$26,936,641 ▲7,599.4%469,9690.3%ETFPXDPioneer Natural Resources$26,772,638$4,622,888 ▼-14.7%101,9910.3%Oils/EnergyIBMInternational Business Machines$26,509,258$891,019 ▼-3.3%138,8210.3%Computer and TechnologyGEGeneral Electric$26,134,661$994,026 ▼-3.7%148,8900.3%TransportationAMATApplied Materials$26,027,464$1,044,555 ▼-3.9%126,2060.3%Computer and TechnologyCMCSAComcast$25,976,664$1,320,744 ▼-4.8%599,2310.3%Consumer DiscretionaryCATCaterpillar$25,561,791$1,029,302 ▼-3.9%69,7590.3%Industrial ProductsPLDPrologis$25,366,335$1,322,905 ▼-5.0%194,7960.3%FinanceJEPQJPMorgan Nasdaq Equity Premium Income ETF$25,139,752$17,752,969 ▼-41.4%463,4910.3%ETFVZVerizon Communications$24,224,977$939,107 ▼-3.7%577,3350.2%Computer and TechnologyTXNTexas Instruments$24,107,005$807,638 ▼-3.2%138,3790.2%Computer and TechnologyNOWServiceNow$23,652,698$819,580 ▼-3.3%31,0240.2%Computer and TechnologyHESHess$23,568,227$4,185,236 ▼-15.1%154,4040.2%Oils/EnergyWRKWestRock$22,752,835$4,487,142 ▼-16.5%460,1180.2%Basic MaterialsDHRDanaher$22,501,770$857,788 ▼-3.7%90,1080.2%Multi-Sector ConglomeratesLOWLowe's Companies$22,198,191$838,826 ▼-3.6%87,1440.2%Retail/WholesalePFEPfizer$22,095,466$776,362 ▼-3.4%796,2330.2%MedicalUBERUber Technologies$21,767,768$806,701 ▼-3.6%282,7350.2%Computer and TechnologyISRGIntuitive Surgical$21,249,947$733,527 ▼-3.3%53,2460.2%MedicalAMTAmerican Tower$21,026,145$885,401 ▼-4.0%106,4130.2%FinanceAMGNAmgen$20,905,481$821,116 ▼-3.8%73,5280.2%MedicalSPGIS&P Global$20,677,721$948,328 ▼-4.4%48,6020.2%Business ServicesCOPConocoPhillips$20,522,245$943,145 ▼-4.4%161,2370.2%Oils/EnergyUNPUnion Pacific$20,512,775$772,712 ▼-3.6%83,4090.2%TransportationNEENextEra Energy$20,120,785$508,468 ▼-2.5%314,8300.2%UtilitiesAXPAmerican Express$19,868,684$794,866 ▼-3.8%87,2620.2%FinanceMUMicron Technology$19,709,557$598,174 ▼-2.9%167,1860.2%Computer and TechnologyUUPInvesco DB US Dollar Index Bullish Fund$19,621,372$19,329,360 ▲6,619.4%691,6240.2%FinanceLRCXLam Research$19,283,722$833,607 ▼-4.1%19,8480.2%Computer and TechnologyPMPhilip Morris International$18,937,671$218,239 ▼-1.1%206,6980.2%Consumer StaplesELVElevance Health$18,702,182$622,767 ▼-3.2%36,0670.2%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.