NEW YORK LIFE INVESTMENT MANAGEMENT LLC

Q1 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2025
Date filed
5/8/2025
Form type
13F-HR
Num holdings
818
Total value ($000)
$9,816,158
Net value change ($000)
-424,025 (-4.1%)
New positions
55
Sold out positions
55
Turnover %
2.8%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 2/5/2025 Next filing: 8/1/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VGSH 60,131 245.7%
IEFA 42,469 78.1%
VGIT 25,503 337.5%
BRK-B 19,365 17.5%
IWLG 14,019 16.4%
SCZ 12,962 NEW
GVI 12,772 72.6%
Intra-Cellular Therapies, Inc. 9,472 NEW
IPG 9,057 351.6%
V 8,552 10.6%
Top Reduces (Value $000, Stocks/ETFs)
NVDA -87,087 -19.7%
AAPL -68,875 -12.5%
TSLA -60,403 -36.0%
MSFT -50,162 -11.0%
AVGO -40,281 -27.7%
AMZN -37,395 -12.7%
GOOGL -30,659 -19.0%
GOOGL -25,331 -19.2%
UUP -21,539 -33.0%
IQSU -19,555 -7.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type