New York Life Investment Management LLC Top Holdings and 13F Report (2025) About New York Life Investment Management LLCInvestment ActivityNew York Life Investment Management LLC has $9.82 billion in total holdings as of March 31, 2025.New York Life Investment Management LLC owns shares of 818 different stocks, but just 182 companies or ETFs make up 80% of its holdings.Approximately 3.89% of the portfolio was purchased this quarter.About 4.52% of the portfolio was sold this quarter.This quarter, New York Life Investment Management LLC has purchased 819 new stocks and bought additional shares in 234 stocks.New York Life Investment Management LLC sold shares of 521 stocks and completely divested from 56 stocks this quarter.Largest Holdings Apple $480,639,119Microsoft $407,638,253NVIDIA $355,253,817NYLI MacKay ESG Core Plus Bond ETF $273,204,579Amazon.com $257,835,976 Largest New Holdings this Quarter 464288273 - iShares MSCI EAFE Small-Cap ETF $12,962,216 Holding46116X101 - Intra-Cellular Therapies $9,471,856 Holding69526K105 - Pactiv Evergreen $8,315,865 Holding83417Q204 - SolarWinds $7,706,947 Holding70435P102 - Paycor HCM $7,253,304 Holding Largest Purchases this Quarter Vanguard Short-Term Treasury Index ETF 1,020,895 shares (about $59.92M)iShares Core MSCI EAFE ETF 506,429 shares (about $38.31M)Vanguard Intermediate-Term Treasury Index ETF 426,267 shares (about $25.32M)NYLI Winslow Large Cap Growth ETF 502,083 shares (about $21.61M)iShares MSCI EAFE Small-Cap ETF 204,033 shares (about $12.96M) Largest Sales this Quarter NYLI MacKay ESG Core Plus Bond ETF 1,195,198 shares (about $25.40M)NYLI Candriam ESG International Equity ETF 746,795 shares (about $22.54M)Invesco DB US Dollar Index Bullish Fund 686,252 shares (about $19.59M)Discover Financial Services 90,044 shares (about $15.37M)NYLI FTSE International Equity Currency Neutral ETF 502,792 shares (about $13.84M) 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 PortfolioSectorAAPLApple$480,639,119$6,796,512 ▼-1.4%2,163,7744.9%Computer and TechnologyMSFTMicrosoft$407,638,253$80,709 ▼0.0%1,085,9064.2%Computer and TechnologyNVDANVIDIA$355,253,817$1,741,233 ▼-0.5%3,277,8543.6%Computer and TechnologyESGBNYLI MacKay ESG Core Plus Bond ETF$273,204,579$25,397,958 ▼-8.5%12,856,6862.8%ETFAMZNAmazon.com$257,835,976$1,804,997 ▲0.7%1,355,1772.6%Retail/WholesaleIQSUNYLI Candriam ESG U.S. Large Cap Equity ETF$241,342,997$3,096,137 ▼-1.3%5,321,0822.5%ManufacturingIQSMNYLI Candriam U.S. Mid Cap Equity ETF$199,828,364$4,592,929 ▲2.4%6,539,3572.0%ETFMETAMeta Platforms$169,590,472$204,031 ▲0.1%294,2441.7%Computer and TechnologyIQSINYLI Candriam ESG International Equity ETF$161,822,225$22,539,617 ▼-12.2%5,361,5831.6%ManufacturingFLOTiShares Floating Rate Bond ETF$149,804,868$6,159,490 ▼-3.9%2,934,4731.5%ETFGOOGLAlphabet$130,641,573$1,125,625 ▼-0.9%844,8111.3%Computer and TechnologyBRK.BBerkshire Hathaway$130,069,883$3,195 ▼0.0%244,2261.3%FinanceNEW YORK LIFE INVTS ACTIVE E$121,204,841$11,304,962 ▼-8.5%4,638,5321.2%NYLI MACKAY SECUTSLATesla$107,497,754$250,867 ▼-0.2%414,7931.1%Auto/Tires/TrucksGOOGAlphabet$106,473,401$1,653,695 ▼-1.5%681,5171.1%Computer and TechnologyAVGOBroadcom$105,071,366$101,128 ▲0.1%627,5541.1%Computer and TechnologyHFXINYLI FTSE International Equity Currency Neutral ETF$101,446,177$13,836,836 ▼-12.0%3,686,2711.0%ETFMGCVanguard Mega Cap ETF$100,664,827$7,408,972 ▼-6.9%499,8751.0%ETFIWLGNYLI Winslow Large Cap Growth ETF$99,362,833$21,609,652 ▲27.8%2,308,6161.0%ETFIEFAiShares Core MSCI EAFE ETF$96,875,575$38,311,354 ▲65.4%1,280,5761.0%ETFJPMJPMorgan Chase & Co.$91,747,106$943,424 ▼-1.0%374,0200.9%FinanceVVisa$89,352,581$248,476 ▼-0.3%254,9580.9%Business ServicesLLYEli Lilly and Company$87,733,942$381,570 ▼-0.4%106,2270.9%MedicalVGSHVanguard Short-Term Treasury Index ETF$84,603,751$59,916,330 ▲242.7%1,441,5360.9%ETFXOMExxon Mobil$69,280,650$889,596 ▼-1.3%582,5330.7%EnergyMAMastercard$66,019,958$679,121 ▼-1.0%120,4480.7%Business ServicesUNHUnitedHealth Group$65,004,708$309,013 ▲0.5%124,1140.7%MedicalPGProcter & Gamble$59,148,181$485,527 ▼-0.8%347,0730.6%Consumer StaplesCOSTCostco Wholesale$56,150,959$66,205 ▼-0.1%59,3700.6%Retail/WholesaleIQHINYLI MacKay ESG High Income ETF$55,461,335$3,838,207 ▼-6.5%2,129,0340.6%ETFJNJJohnson & Johnson$54,244,108$242,458 ▼-0.4%327,0870.6%MedicalHDHome Depot$53,852,774$258,009 ▼-0.5%146,9420.5%Retail/WholesaleNFLXNetflix$53,421,846$157,598 ▼-0.3%57,2870.5%Consumer DiscretionaryWMTWalmart$50,944,010$164,782 ▼-0.3%580,2940.5%Retail/WholesaleCWBSPDR Bloomberg Convertible Securities ETF$50,464,204$10,593,552 ▼-17.4%658,6300.5%ETFABBVAbbVie$49,746,124$173,483 ▼-0.3%237,4290.5%MedicalAGGiShares Core U.S. Aggregate Bond ETF$49,037,710$334,251 ▼-0.7%495,7310.5%FinanceFLRNSPDR Bloomberg Barclays Investment Grade Floating Rate ETF$49,006,408$667,253 ▼-1.3%1,590,0850.5%ETFVOVanguard Mid-Cap ETF$46,928,070$2,048,267 ▼-4.2%181,4560.5%ETFUUPInvesco DB US Dollar Index Bullish Fund$43,745,313$19,585,632 ▼-30.9%1,532,7720.4%FinanceBACBank of America$40,900,950$546,246 ▼-1.3%980,1330.4%FinanceIEMGiShares Core MSCI Emerging Markets ETF$40,407,447$5,223,702 ▲14.8%748,7020.4%ETFCRMSalesforce$37,978,576$115,395 ▼-0.3%141,5210.4%Computer and TechnologyCVXChevron$37,424,279$152,903 ▼-0.4%223,7090.4%EnergyVTIPVanguard Short-Term Inflation-Protected Securities ETF$37,336,280$13,099,100 ▼-26.0%748,2220.4%ManufacturingKOCoca-Cola$37,112,768$197,313 ▼-0.5%518,1900.4%Consumer StaplesIJRiShares Core S&P Small-Cap ETF$37,067,392$3,036,089 ▲8.9%354,4740.4%ETFICVTiShares Convertible Bond ETF$36,784,323$4,404,494 ▼-10.7%439,9510.4%ETFCSCOCisco Systems$36,512,943$3,353,136 ▲10.1%591,6860.4%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$35,140,322$3,493,446 ▲11.0%691,3300.4%ETFBKLNInvesco Senior Loan ETF$34,649,088$4,116,009 ▲13.5%1,673,8690.4%ETFVGITVanguard Intermediate-Term Treasury Index ETF$33,058,713$25,320,259 ▲327.2%556,5440.3%ETFLINDE PLC$32,790,369$166,699 ▼-0.5%70,4200.3%SHSPMPhilip Morris International$32,452,349$203,174 ▲0.6%204,4500.3%Consumer StaplesSTIPiShares 0-5 Year TIPS Bond ETF$32,088,734$2,283,790 ▼-6.6%310,1260.3%ETFGEGE Aerospace$31,998,581$410,908 ▼-1.3%159,8730.3%IndustrialsWFCWells Fargo & Company$31,589,467$510,140 ▼-1.6%440,0260.3%FinanceABTAbbott Laboratories$31,300,227$178,149 ▼-0.6%235,9610.3%MedicalIBMInternational Business Machines$30,923,606$96,977 ▼-0.3%124,3610.3%Computer and TechnologyMRKMerck & Co., Inc.$30,679,250$198,370 ▼-0.6%341,7920.3%MedicalORCLOracle$30,534,644$186,227 ▲0.6%218,4010.3%Computer and TechnologyPEPPepsiCo$30,428,074$160,586 ▼-0.5%202,9350.3%Consumer StaplesGVIiShares Intermediate Government/Credit Bond ETF$30,370,595$12,469,648 ▲69.7%286,4610.3%ETFMCDMcDonald's$29,949,098$3,332,363 ▼-10.0%95,8770.3%Retail/WholesaleACNAccenture$28,886,479$102,349 ▼-0.4%92,5730.3%Computer and TechnologyMNANYLI Merger Arbitrage ETF$27,627,223$9,573,752 ▼-25.7%805,4580.3%ETFTAT&T$27,154,371$87,866 ▼-0.3%960,1970.3%Computer and TechnologyDISWalt Disney$26,402,053$167,790 ▼-0.6%267,4980.3%Consumer DiscretionaryISRGIntuitive Surgical$26,300,323$116,884 ▼-0.4%53,1030.3%MedicalVZVerizon Communications$25,527,928$82,011 ▼-0.3%562,7850.3%Computer and TechnologyPFFiShares Preferred and Income Securities ETF$25,475,416$2,272,637 ▲9.8%829,0080.3%ETFTMOThermo Fisher Scientific$25,466,670$77,128 ▼-0.3%51,1790.3%MedicalMTUMiShares MSCI USA Momentum Factor ETF$25,459,579$1,842,826 ▲7.8%125,9560.3%ETFINTUIntuit$25,411,818$146,744 ▼-0.6%41,3880.3%Computer and TechnologyQCOMQUALCOMM$25,319,690$224,271 ▼-0.9%164,8310.3%Computer and TechnologyDBAInvesco DB Agriculture Fund$24,966,255$113,973 ▲0.5%947,8460.3%FinanceAMDAdvanced Micro Devices$24,959,964$122,774 ▼-0.5%242,9430.3%Computer and TechnologyADBEAdobe$24,802,502$355,149 ▼-1.4%64,6690.3%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$24,511,609$3,640,398 ▼-12.9%420,0790.2%ETFPGRProgressive$24,499,610$106,412 ▼-0.4%86,5680.2%FinanceTXNTexas Instruments$24,373,610$158,136 ▼-0.6%135,6350.2%Computer and TechnologyNOWServiceNow$24,297,397$100,314 ▼-0.4%30,5190.2%Computer and TechnologyMUBiShares National Muni Bond ETF$23,810,552$982,068 ▼-4.0%225,8210.2%ETFRTXRTX$23,660,005$73,118 ▼-0.3%178,6200.2%AerospaceSPGIS&P Global$23,624,618$288,601 ▼-1.2%46,4960.2%Business ServicesPALANTIR TECHNOLOGIES INC$23,153,368$58,320 ▼-0.3%274,3290.2%CL AGSThe Goldman Sachs Group$22,792,858$210,868 ▼-0.9%41,7230.2%FinanceAMGNAmgen$22,520,080$126,489 ▼-0.6%72,2840.2%MedicalXSHQInvesco S&P SmallCap Quality ETF$22,461,034$2,365,786 ▲11.8%568,3460.2%ETFVWOVanguard FTSE Emerging Markets ETF$22,267,839$1,495,708 ▲7.2%491,9980.2%ETFAXPAmerican Express$22,094,117$188,066 ▼-0.8%82,1190.2%FinanceINDAiShares MSCI India ETF$22,012,127$4,525,555 ▼-17.1%427,5860.2%ETFVTEBVanguard Tax-Exempt Bond ETF$21,990,041$968,533 ▼-4.2%443,1690.2%ETFNEENextEra Energy$21,710,771$109,029 ▼-0.5%306,2600.2%UtilitiesSRLNSPDR Blackstone Senior Loan ETF$21,433,295$2,781,087 ▲14.9%521,1110.2%ETFMSMorgan Stanley$21,322,843$143,271 ▼-0.7%182,7620.2%FinanceCATCaterpillar$21,133,914$290,554 ▼-1.4%64,0810.2%IndustrialsGILDGilead Sciences$20,928,923$156,422 ▼-0.7%186,7820.2%MedicalCMCSAComcast$20,598,207$349,517 ▼-1.7%558,2170.2%Consumer DiscretionaryUBERUber Technologies$20,401,893$237,524 ▼-1.2%280,0150.2%Computer and TechnologyShowing largest 100 holdings. 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