New York Life Investment Management LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

New York Life Investment Management LLC

CIK Number: 0001133639

10.68B
Market Value
801
# of Holdings
10 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 8, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 AAPL Apple Inc.
226.79
-3.23% 2.16M -1.39% 480.64M 138.29 4.90% Share
2 MSFT Microsoft Corpo...
500.37
+0.39% 1.09M -0.02% 407.64M 258.11 4.15% Share
3 NVDA NVIDIA Corporat...
177.33
+3.85% 3.28M -0.49% 355.25M 21.02 3.62% Share
4 AMZN Amazon.com, Inc...
230.33
-3.32% 1.36M +0.70% 257.84M 115.17 2.63% Share
5 IQSU NYLI Candriam U...
51.24
-0.75% 5.32M -1.27% 241.34M 31.17 2.46% Share
6 META Meta Platforms,...
751.98
-1.79% 294.24K +0.12% 169.59M 165.24 1.73% Share
7 FLOT iShares Floatin...
50.92
+0.07% 2.93M -3.95% 149.8M 50.7 1.53% Share
8 GOOGL Alphabet Inc.
239.17
-0.19% 844.81K -0.85% 130.64M 109.06 1.33% Share
9 BRK-B Berkshire Hatha...
490.13
-0.53% 244.23K -0.00% 130.07M 276.8 1.33% Share
10 TSLA Tesla, Inc.
347.78
+0.23% 414.79K -0.23% 107.5M 227.19 1.10% Share
11 GOOG Alphabet Inc.
239.56
-0.16% 681.52K -1.53% 106.47M 109.37 1.08% Share
12 AVGO Broadcom Inc.
369.57
+9.77% 627.55K +0.10% 105.07M 55.05 1.07% Share
13 HFXI NYLI FTSE Inter...
30.84
+0.21% 3.69M -12% 101.45M 19.57 1.03% Share
14 MGC Vanguard Mega C...
238.47
+0.35% 499.88K -6.86% 100.66M 151.9 1.03% Share
15 IEFA iShares Core MS...
86.42
-0.02% 1.28M +65.42% 96.88M 71.06 0.99% Share
16 JPM JPMorgan Chase ...
300.58
+0.92% 374.02K -1.02% 91.75M 112.66 0.93% Share
17 V Visa Inc.
338.24
-1.67% 254.96K -0.28% 89.35M 203.55 0.91% Share
18 LLY Eli Lilly and C...
754.90
+0.57% 106.23K -0.43% 87.73M 329.87 0.89% Share
19 VGSH Vanguard Short-...
58.80
+0.03% 1.44M +242.70% 84.6M 58.48 0.86% Share
20 XOM Exxon Mobil Cor...
112.54
+1.71% 582.53K -1.27% 69.28M 86.55 0.71% Share
21 MA Mastercard Inco...
579.38
-0.79% 120.45K -1.02% 66.02M 316.38 0.67% Share
22 UNH UnitedHealth Gr...
346.94
-0.28% 124.11K +0.48% 65M 510.77 0.66% Share
23 PG The Procter & G...
157.35
-1.32% 347.07K -0.81% 59.15M 144.08 0.60% Share
24 COST Costco Wholesal...
956.29
-2.34% 59.37K -0.12% 56.15M 487.18 0.57% Share
25 JNJ Johnson & Johns...
175.75
-0.68% 327.09K -0.45% 54.24M 176.93 0.55% Share
26 HD The Home Depot,...
413.28
-0.5% 146.94K -0.48% 53.85M 275.15 0.55% Share
27 NFLX Netflix, Inc.
1247.71
-1.23% 57.29K -0.29% 53.42M 178.42 0.54% Share
28 WMT Walmart Inc.
100.42
-1.83% 580.29K -0.32% 50.94M 41.75 0.52% Share
29 CWB SPDR Bloomberg ...
87.65
+0.18% 658.63K -17.35% 50.46M 66.87 0.51% Share
30 ABBV AbbVie Inc.
211.64
+0.58% 237.43K -0.35% 49.75M 153.46 0.51% Share
31 AGG iShares Core U....
100.44
+0.20% 495.73K -0.68% 49.04M 103.3 0.50% Share
32 FLRN SPDR Bloomberg ...
30.76
+0.02% 1.59M -1.34% 49.01M 30.62 0.50% Share
33 VO Vanguard Mid Ca...
289.84
+0.04% 181.46K -4.18% 46.93M 226.11 0.48% Share
34 UUP Invesco DB US D...
27.43
+0.02% 1.53M -30.93% 43.75M 28.67 0.45% Share
35 BAC Bank of America...
50.16
-0.25% 980.13K -1.32% 40.9M 31.13 0.42% Share
36 IEMG iShares Core MS...
64.02
+0.71% 748.7K +14.85% 40.41M 54.33 0.41% Share
37 CRM Salesforce, Inc...
242.59
-3.76% 141.52K -0.3% 37.98M 165.28 0.39% Share
38 CVX Chevron Corpora...
157.79
+1.90% 223.71K -0.41% 37.42M 145.35 0.38% Share
39 VTIP Vanguard Short-...
50.70
-0.04% 748.22K -25.97% 37.34M 48.22 0.38% Share
40 KO The Coca-Cola C...
67.82
-0.06% 518.19K -0.53% 37.11M 62.86 0.38% Share
41 IJR iShares Core S&...
117.61
-0.25% 354.47K +8.92% 37.07M 112.08 0.38% Share
42 ICVT iShares Convert...
96.26
+0.21% 439.95K -10.69% 36.78M 75.75 0.37% Share
43 CSCO Cisco Systems, ...
68.13
+1.17% 591.69K +10.11% 36.51M 44.39 0.37% Share
44 VEA Vanguard Develo...
59.41
+0.08% 691.33K +11.04% 35.14M 50.47 0.36% Share
45 BKLN Invesco Senior ...
20.95
-0.02% 1.67M +13.48% 34.65M 20.9 0.35% Share
46 VGIT Vanguard Interm...
60.30
+0.10% 556.54K +327.20% 33.06M 59.07 0.34% Share
47 LIN Linde plc
472.70
-0.16% 70.42K -0.51% 32.79M 357.84 0.33% Share
48 PM Philip Morris I...
165.33
+0.36% 204.45K +0.63% 32.45M 99.28 0.33% Share
49 STIP iShares 0-5 Yea...
103.53
0.00% 310.13K -6.64% 32.09M 99.77 0.33% Share
50 GE GE Aerospace
283.41
+2.60% 159.87K -1.27% 32M 53.29 0.33% Share
51 WFC Wells Fargo & C...
80.28
-0.59% 440.03K -1.59% 31.59M 39.18 0.32% Share
52 ABT Abbott Laborato...
129.37
-1.96% 235.96K -0.57% 31.3M 108.59 0.32% Share
53 IBM International B...
256.89
-0.86% 124.36K -0.31% 30.92M 139.81 0.32% Share
54 MRK Merck & Co., In...
84.03
-0.68% 341.79K -0.64% 30.68M 91.65 0.31% Share
55 ORCL Oracle Corporat...
328.62
+36.07% 218.4K +0.61% 30.53M 75.1 0.31% Share
56 PEP PepsiCo, Inc.
142.66
-0.31% 202.94K -0.53% 30.43M 167.63 0.31% Share
57 GVI iShares Interme...
107.64
+0.11% 286.46K +69.66% 30.37M 104.57 0.31% Share
58 MCD McDonald's Corp...
305.95
-2.1% 95.88K -10.01% 29.95M 255.18 0.31% Share
59 ACN Accenture plc
243.08
-3.54% 92.57K -0.35% 28.89M 278.37 0.29% Share
60 MNA NYLI Merger Arb...
35.59
-0.07% 805.46K -25.74% 27.63M 31.45 0.28% Share
61 T AT&T Inc.
29.20
-0.73% 960.2K -0.32% 27.15M 20.9 0.28% Share
62 DIS The Walt Disney...
115.81
-1.33% 267.5K -0.63% 26.4M 94.39 0.27% Share
63 ISRG Intuitive Surgi...
449.98
-3.76% 53.1K -0.44% 26.3M 238.35 0.27% Share
64 VZ Verizon Communi...
43.50
-0.16% 562.78K -0.32% 25.53M 50.58 0.26% Share
65 PFF iShares Preferr...
31.87
+0.22% 829.01K +9.79% 25.48M 31.46 0.26% Share
66 TMO Thermo Fisher S...
476.46
-1.23% 51.18K -0.3% 25.47M 541.62 0.26% Share
67 MTUM iShares MSCI US...
254.32
+2.37% 125.96K +7.80% 25.46M 197.26 0.26% Share
68 INTU Intuit Inc.
656.26
-2.18% 41.39K -0.57% 25.41M 388.02 0.26% Share
69 QCOM QUALCOMM Incorp...
158.95
+0.18% 164.83K -0.88% 25.32M 127.81 0.26% Share
70 DBA Invesco DB Agri...
27.23
+0.46% 947.85K +0.46% 24.97M 24.72 0.25% Share
71 AMD Advanced Micro ...
159.54
+2.39% 242.94K -0.49% 24.96M 77.28 0.25% Share
72 ADBE Adobe Inc.
350.16
-1.1% 64.67K -1.41% 24.8M 367.23 0.25% Share
73 IJH iShares Core S&...
65.43
-0.03% 420.08K -12.93% 24.51M 60.14 0.25% Share
74 PGR The Progressive...
246.41
+1.29% 86.57K -0.43% 24.5M 117.87 0.25% Share
75 TXN Texas Instrumen...
184.01
-0.55% 135.63K -0.64% 24.37M 153.75 0.25% Share
76 NOW ServiceNow, Inc...
923.51
-1.09% 30.52K -0.41% 24.3M 480.03 0.25% Share
77 MUB iShares Nationa...
106.09
+0.40% 225.82K -3.96% 23.81M 106.62 0.24% Share
78 RTX RTX Corporation
155.03
+2.16% 178.62K -0.31% 23.66M 96.24 0.24% Share
79 SPGI S&P Global Inc.
539.91
-1.42% 46.5K -1.21% 23.62M 337.75 0.24% Share
80 PLTR Palantir Techno...
166.74
+2.70% 274.33K -0.25% 23.15M 58.74 0.24% Share
81 GS The Goldman Sac...
769.69
+0.76% 41.72K -0.92% 22.79M 301.62 0.23% Share
82 AMGN Amgen Inc.
278.51
-0.52% 72.28K -0.56% 22.52M 243.9 0.23% Share
83 XSHQ Invesco S&P Sma...
43.62
-0.43% 568.35K +11.77% 22.46M 39.4 0.23% Share
84 VWO Vanguard Emergi...
52.92
+0.46% 492K +7.20% 22.27M 44.13 0.23% Share
85 AXP American Expres...
323.41
-0.29% 82.12K -0.84% 22.09M 138.69 0.23% Share
86 INDA iShares MSCI In...
53.13
+0.80% 427.59K -17.05% 22.01M 53.32 0.22% Share
87 VTEB Vanguard Tax-Ex...
49.84
+0.42% 443.17K -4.22% 21.99M 50.15 0.22% Share
88 NEE NextEra Energy,...
71.04
+1.38% 306.26K -0.5% 21.71M 77.09 0.22% Share
89 SRLN SPDR Blackstone...
41.48
-0.01% 521.11K +14.91% 21.43M 41.68 0.22% Share
90 MS Morgan Stanley
154.14
+1.26% 182.76K -0.67% 21.32M 77.66 0.22% Share
91 CAT Caterpillar Inc...
422.92
+1.16% 64.08K -1.36% 21.13M 179.41 0.22% Share
92 GILD Gilead Sciences...
115.25
-0.44% 186.78K -0.74% 20.93M 62.19 0.21% Share
93 CMCSA Comcast Corpora...
33.48
-0.56% 558.22K -1.67% 20.6M 39.24 0.21% Share
94 UBER Uber Technologi...
94.22
-1.29% 280.01K -1.15% 20.4M 60.82 0.21% Share
95 BKNG Booking Holding...
5474.81
-1.74% 4.43K -0.36% 20.39M 1748.99 0.21% Share
96 BSX Boston Scientif...
105.24
-2.64% 202.07K -0.6% 20.38M 38.74 0.21% Share
97 TJX The TJX Compani...
139.84
-0.09% 166.2K -0.77% 20.24M 59.67 0.21% Share
98 PFE Pfizer Inc.
24.59
-0.49% 784.38K -0.27% 19.88M 51.63 0.20% Share
99 C Citigroup Inc.
97.19
-0.15% 276.94K -1.19% 19.66M 46.18 0.20% Share
100 LOW Lowe's Companie...
266.52
-0.93% 83.56K -0.94% 19.49M 174.79 0.20% Share
101 SCHW The Charles Sch...
92.22
-1.54% 248.79K +23.88% 19.47M 65.54 0.20% Share
102 UNP Union Pacific C...
215.19
-0.4% 80.81K -0.65% 19.09M 213.33 0.19% Share
103 BMY Bristol-Myers S...
47.15
-0.18% 310.79K -1.5% 18.96M 76.34 0.19% Share
104 SYK Stryker Corpora...
383.09
-2.46% 50.82K +10.14% 18.92M 218.53 0.19% Share
105 VRTX Vertex Pharmace...
388.55
-2% 38.61K -1.16% 18.72M 284.88 0.19% Share
106 FI Fiserv, Inc.
132.17
-3.11% 84.08K -0.59% 18.57M 89.18 0.19% Share
107 HON Honeywell Inter...
211.70
-1.17% 87.15K -0.36% 18.45M 174.17 0.19% Share
108 BLK BlackRock, Inc.
1103.31
-0.21% 19.45K -0.28% 18.41M 1025.11 0.19% Share
109 ADP Automatic Data ...
292.39
-1.63% 60.24K -0.67% 18.41M 210.1 0.19% Share
110 COP ConocoPhillips
94.31
+2.67% 170.49K -1.63% 17.91M 90.93 0.18% Share
111 MMC Marsh & McLenna...
198.77
-1.54% 72.53K -0.4% 17.7M 156.15 0.18% Share
112 DHR Danaher Corpora...
192.58
-0.9% 85.76K -0.77% 17.58M 224.89 0.18% Share
113 AMAT Applied Materia...
163.42
-0.05% 120.67K -1.83% 17.51M 92.35 0.18% Share
114 BA The Boeing Comp...
227.50
-0.88% 100.83K -0.1% 17.2M 147.16 0.18% Share
115 TMUS T-Mobile US, In...
240.38
-0.96% 64.25K -2.04% 17.14M 134.75 0.17% Share
116 PANW Palo Alto Netwo...
197.33
-0.11% 97.96K +0.63% 16.72M 124.87 0.17% Share
117 SBUX Starbucks Corpo...
82.88
-1.11% 167.56K -0.25% 16.44M 76.43 0.17% Share
118 DE Deere & Company
471.34
-0.9% 34.01K -0.9% 15.96M 299.54 0.16% Share
119 MDT Medtronic plc
92.34
-1.83% 175.61K -1.7% 15.78M 89.32 0.16% Share
120 PLD Prologis, Inc.
110.97
-0.89% 137.02K -0.4% 15.32M 119.31 0.16% Share
121 ELV Elevance Health...
306.67
-2.67% 35.09K -0.8% 15.26M 481.13 0.16% Share
122 INTC Intel Corporati...
24.77
+1.35% 666.11K -0.56% 15.13M 36.8 0.15% Share
123 CB Chubb Limited
277.44
+0.16% 49.82K -0.91% 15.05M 197.46 0.15% Share
124 AMT American Tower ...
193.70
-0.46% 69.11K -0.48% 15.04M 240.3 0.15% Share
125 ADI Analog Devices,...
247.21
-0.39% 73.51K -0.54% 14.82M 146.18 0.15% Share
126 ICE Intercontinenta...
172.24
-0.7% 84.81K -0.35% 14.63M 95.11 0.15% Share
127 ETN Eaton Corporati...
362.19
+4.01% 52.86K -0.36% 14.37M 138.77 0.15% Share
128 MU Micron Technolo...
140.00
+3.52% 165.35K +0.04% 14.37M 55.62 0.15% Share
129 CME CME Group Inc.
259.91
-0.62% 53.26K -0.46% 14.13M 204.73 0.14% Share
130 LRCX Lam Research Co...
107.36
+1.70% 190.79K -0.84% 13.87M 72.23 0.14% Share
131 WELL Welltower Inc.
168.08
-0.46% 90.21K +2.43% 13.82M 85.7 0.14% Share
132 BX Blackstone Inc.
178.23
+2.92% 97.85K +1.02% 13.68M 105.99 0.14% Share
133 SO The Southern Co...
91.55
+0.37% 146.39K -0.28% 13.46M 71.4 0.14% Share
134 CI The Cigna Group
302.31
+0.10% 40.79K -2.06% 13.42M 263.58 0.14% Share
135 KLAC KLA Corporation
932.63
+1.62% 19.71K -1.14% 13.4M 319.19 0.14% Share
136 MO Altria Group, I...
66.25
+0.08% 222.85K +0.63% 13.38M 41.92 0.14% Share
137 PDBC Invesco Optimum...
13.35
+0.75% 978.78K -9.87% 13.34M 14.16 0.14% Share
138 K Kellanova
79.04
-0.55% 159.95K +26.67% 13.19M 77.27 0.13% Share
139 MDLZ Mondelez Intern...
62.27
-0.48% 192.2K -3.44% 13.04M 62.31 0.13% Share
140 SCZ iShares MSCI EA...
76.30
-0.12% 204.03K +100.00% 12.96M 63.53 0.13% Share
141 AJG Arthur J. Galla...
293.17
-1.79% 37.46K +2.46% 12.93M 183.3 0.13% Share
142 DUK Duke Energy Cor...
121.36
+0.81% 103.71K +0.14% 12.65M 107.04 0.13% Share
143 WM Waste Managemen...
217.75
-0.64% 54.57K -0.55% 12.63M 153.85 0.13% Share
144 LMT Lockheed Martin...
463.88
+1.49% 28.1K -1.01% 12.55M 430.11 0.13% Share
145 GEV GE Vernova Inc.
643.59
+6.26% 40.79K -0.36% 12.45M 184.94 0.13% Share
146 USIG iShares Broad U...
52.25
+0.23% 240.54K +0.39% 12.29M 54.49 0.13% Share
147 SHW The Sherwin-Wil...
357.47
-1.08% 34.35K -0.62% 11.99M 224.58 0.12% Share
148 UPS United Parcel S...
83.87
-0.63% 108.28K -0.56% 11.91M 181.33 0.12% Share
149 EQIX Equinix, Inc.
780.60
+0.14% 14.38K +0.48% 11.72M 706.26 0.12% Share
150 CRWD CrowdStrike Hol...
424.87
+0.32% 33K -4.64% 11.64M 362.14 0.12% Share