NEW YORK LIFE INVESTMENT MANAGEMENT LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings798 positions
Microsoft Corp | 1.1M | $539.2M | 5.0% | $249.33 | +97.55% | 13 qtrssince 2022-Q2 | Decreased 0 |
NVIDIA Corp | 3.3M | $524.4M | 4.9% | $22.62 | +596.65% | 13 qtrssince 2022-Q2 | Increased 58 |
Apple Inc | 2.2M | $452.3M | 4.2% | $136.77 | +49.29% | 13 qtrssince 2022-Q2 | Increased 58 |
Amazon.com Inc | 1.3M | $283M | 2.6% | $115.17 | +90.50% | 13 qtrssince 2022-Q2 | Decreased 0 |
INDEXIQ ACTIVE ETF TR | 13M | $277.3M | 2.6% | $18.37 | +7.99% | 14 qtrssince 2022-Q1 | Increased 53 |
NEW YORK LIFE INVESTMENTS ET | 4.7M | $234.6M | 2.2% | $29.09 | +68.27% | 21 qtrssince 2020-Q2 | Decreased 0 |
Facebook Inc | 296,545 | $218.9M | 2.0% | $168.12 | +337.24% | 13 qtrssince 2022-Q2 | Increased 53 |
NEW YORK LIFE INVESTMENTS ET | 6.4M | $205.6M | 1.9% | $27.16 | +17.76% | 11 qtrssince 2022-Q4 | Decreased 0 |
Broadcom Inc | 639,939 | $176.4M | 1.7% | $56.20 | +386.03% | 13 qtrssince 2022-Q2 | Increased 49 |
INDEXIQ ETF TR | 5M | $165.2M | 1.5% | $22.57 | +42.50% | 21 qtrssince 2020-Q2 | Decreased 0 |
Alphabet Inc | 850,979 | $150M | 1.4% | $108.52 | +61.82% | 13 qtrssince 2022-Q2 | Increased 48 |
Tesla Inc | 420,076 | $133.4M | 1.2% | $228.20 | +39.20% | 13 qtrssince 2022-Q2 | Increased 48 |
VANGUARD WORLD FD | 576,611 | $129.7M | 1.2% | $155.42 | +43.26% | 21 qtrssince 2020-Q2 | Increased 55 |
iShares Floating Rate Bond ETF | 2.5M | $126.1M | 1.2% | $43.37 | +11.65% | 13 qtrssince 2022-Q2 | Decreased 0 |
NEW YORK LIFE INVTS ACTIVE E | 4.7M | $123.6M | 1.2% | $23.09 | +4.99% | 5 qtrssince 2024-Q2 | Increased 48 |
Alphabet Inc | 684,778 | $121.5M | 1.1% | $108.67 | +62.66% | 13 qtrssince 2022-Q2 | Increased 48 |
Berkshire Hathaway Inc | 248,474 | $120.7M | 1.1% | $280.38 | +73.26% | 13 qtrssince 2022-Q2 | Increased 48 |
NEW YORK LIFE INVTS ACTIVE E | 2.2M | $114M | 1.1% | $39.38 | +30.33% | 13 qtrssince 2022-Q2 | Decreased 0 |
JPMorgan Chase & Co | 378,045 | $109.6M | 1.0% | $103.30 | +174.05% | 13 qtrssince 2022-Q2 | Increased 48 |
INDEXIQ ETF TR | 3.5M | $103.3M | 1.0% | $15.60 | +81.33% | 26 qtrssince 2019-Q1 | Decreased 0 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC manages $10.7B across 798 positions as of Q2 2025. Top holdings: MSFT (5.0%), NVDA (4.9%), AAPL (4.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 40 new positions, 60 exits, 443 increased. Top move: NVDA (INCREASED, conviction 58). Portfolio: $10.7B across 798 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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