New York Life Investment Management

Latest statistics and disclosures from New York Life Investment Management's latest quarterly 13F-HR filing:

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Portfolio Holdings for New York Life Investment Management

New York Life Investment Management holds 781 positions in its portfolio as reported in the March 2026 quarterly 13F filing

New York Life Investment Management has 781 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 5.2 $619M +4% 3.5M 174.40
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Apple (AAPL) 4.9 $574M +7% 2.3M 253.79
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Microsoft Corporation (MSFT) 3.5 $416M +3% 1.1M 370.17
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Amazon (AMZN) 2.6 $306M +4% 1.5M 208.27
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New York Life Investments Et Candriam Us Mid (IQSM) 2.3 $271M +35% 7.8M 34.72
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New York Life Invts Active E Nyli Mackay Core (CPLB) 2.3 $270M 13M 20.98
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Alphabet Cap Stk Cl A (GOOGL) 2.3 $266M +7% 926k 287.56
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New York Life Investments Et Candriam Us Lrg (IQSU) 2.1 $252M +33% 4.9M 51.21
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Broadcom (AVGO) 1.8 $214M +5% 691k 309.51
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New York Life Investments Et Nyli Us Lc R&d L (LRND) 1.7 $202M +237% 5.4M 37.18
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Alphabet Cap Stk Cl C (GOOG) 1.7 $200M +3% 697k 286.86
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Meta Platforms Cl A (META) 1.5 $183M +5% 320k 572.13
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New York Life Investments Et Nyli Candriam In (IQSI) 1.5 $181M +5% 5.1M 35.24
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Vanguard World Mega Cap Index (MGC) 1.5 $176M +5% 744k 236.35
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Tesla Motors (TSLA) 1.3 $156M +2% 420k 371.75
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Ishares Tr Fltg Rate Nt Etf (FLOT) 1.3 $155M -2% 3.0M 50.95
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.1 $134M -18% 2.3M 58.54
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New York Life Invts Active E Nyli Mackay Secu (SECR) 1.0 $123M 4.8M 25.65
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $122M 254k 479.20
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New York Life Invts Active E Nyli Mackay High (IQHI) 0.9 $111M +20% 4.3M 25.67
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Eli Lilly & Co. (LLY) 0.9 $110M +6% 120k 919.77
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JPMorgan Chase & Co. (JPM) 0.9 $110M 375k 294.16
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New York Life Investments Et Nyli Ftse Intern (HFXI) 0.9 $105M -3% 3.1M 33.58
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New York Life Invts Active E Nyli Winslow Lar (IWLG) 0.8 $100M -15% 2.1M 47.72
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Exxon Mobil Corporation (XOM) 0.8 $98M 580k 169.66
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Ishares Tr Core Msci Eafe (IEFA) 0.8 $93M +10% 1.0M 90.53
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Johnson & Johnson (JNJ) 0.7 $82M 335k 244.44
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Wal-Mart Stores (WMT) 0.6 $76M 609k 124.28
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Visa Com Cl A (V) 0.6 $76M +2% 250k 302.24
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $73M -10% 1.1M 64.08
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Ishares Tr Core Us Aggbd Et (AGG) 0.6 $71M +7% 712k 99.27
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Franklin Templeton Etf Tr Senior Loan Etf (FLBL) 0.5 $62M 2.7M 23.00
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Costco Wholesale Corporation (COST) 0.5 $62M 62k 996.43
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Mastercard Incorporated Cl A (MA) 0.5 $61M 121k 499.66
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Micron Technology (MU) 0.5 $57M +3% 169k 337.84
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Netflix (NFLX) 0.5 $56M 587k 96.15
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Chevron Corporation (CVX) 0.5 $54M 260k 206.90
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Abbvie (ABBV) 0.5 $53M 246k 217.49
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $52M +2% 1.8M 29.08
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Vanguard Index Fds Mid Cap Etf (VO) 0.4 $51M +9% 177k 287.18
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Procter & Gamble Company (PG) 0.4 $50M +2% 346k 144.44
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Advanced Micro Devices (AMD) 0.4 $50M +2% 244k 203.43
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Ishares Tr Core S&p Scp Etf (IJR) 0.4 $49M 395k 124.31
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Cisco Systems (CSCO) 0.4 $49M +7% 629k 77.59
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Home Depot (HD) 0.4 $49M +2% 148k 328.89
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Bank of America Corporation (BAC) 0.4 $48M 985k 48.75
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Spdr Series Trust State Street Spd (FLRN) 0.4 $47M -3% 1.5M 30.78
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Palantir Technologies Cl A (PLTR) 0.4 $46M 317k 146.28
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Caterpillar (CAT) 0.4 $46M 65k 708.46
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Ishares Msci Emrg Chn (EMXC) 0.4 $45M -18% 573k 78.66
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Ge Aerospace Com New (GE) 0.4 $44M 156k 283.77
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Applied Materials (AMAT) 0.4 $43M +7% 127k 341.79
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Lam Research Corp Com New (LRCX) 0.4 $43M +7% 200k 213.66
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Merck & Co (MRK) 0.4 $42M 345k 120.29
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Coca-Cola Company (KO) 0.3 $41M 538k 76.05
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New York Life Invts Active E Nyli Winslow Foc (IWFG) 0.3 $40M 860k 46.46
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Philip Morris International (PM) 0.3 $40M +10% 239k 165.34
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Ishares Tr Msci Usa Mmentm (MTUM) 0.3 $37M -6% 155k 239.99
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Raytheon Technologies Corp (RTX) 0.3 $36M 186k 192.90
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Pepsi (PEP) 0.3 $35M +11% 227k 155.29
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Goldman Sachs (GS) 0.3 $35M 42k 845.99
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Ge Vernova (GEV) 0.3 $35M +2% 40k 872.90
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Ishares Tr Broad Usd High (USHY) 0.3 $35M +14% 953k 36.84
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Oracle Corporation (ORCL) 0.3 $35M +2% 236k 147.11
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Spdr Series Trust State Street Spd (CWB) 0.3 $34M -20% 375k 91.52
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Wells Fargo & Company (WFC) 0.3 $34M 430k 79.61
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UnitedHealth (UNH) 0.3 $34M 126k 270.59
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McDonald's Corporation (MCD) 0.3 $33M +2% 106k 310.79
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International Business Machines (IBM) 0.3 $32M 132k 242.39
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Verizon Communications (VZ) 0.3 $32M +2% 628k 50.20
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Intel Corporation (INTC) 0.3 $31M +7% 699k 44.13
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Ishares Tr Intrm Gov Cr Etf (GVI) 0.3 $31M 287k 106.68
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At&t (T) 0.3 $30M 1.0M 28.99
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Ishares Tr Conv Bd Etf (ICVT) 0.3 $30M +7% 296k 101.79
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Kla Corp Com New (KLAC) 0.2 $29M +2% 20k 1472.41
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Nextera Energy (NEE) 0.2 $29M +2% 310k 92.88
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Citigroup Com New (C) 0.2 $28M -2% 247k 113.41
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Morgan Stanley Com New (MS) 0.2 $28M 170k 164.57
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New York Life Investments Et Nyli Merger Arbi (MNA) 0.2 $28M -10% 767k 36.35
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Thermo Fisher Scientific (TMO) 0.2 $28M +2% 56k 491.53
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TJX Companies (TJX) 0.2 $26M +2% 165k 159.70
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Amgen (AMGN) 0.2 $26M 75k 351.85
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Texas Instruments Incorporated (TXN) 0.2 $26M +2% 135k 194.14
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salesforce (CRM) 0.2 $26M 139k 186.67
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $26M -37% 457k 56.68
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Gilead Sciences (GILD) 0.2 $26M +2% 185k 139.37
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Walt Disney Company (DIS) 0.2 $25M 264k 96.38
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $25M +7% 509k 49.89
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New York Life Invts Active E Nyli Mackay Muni (MMMA) 0.2 $25M 995k 25.04
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Ishares Core Msci Emkt (IEMG) 0.2 $25M -8% 356k 69.75
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Abbott Laboratories (ABT) 0.2 $25M 242k 102.67
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Ishares Tr National Mun Etf (MUB) 0.2 $25M +5% 233k 106.15
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Intuitive Surgical Com New (ISRG) 0.2 $24M +2% 53k 460.99
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Global X Fds Us Pfd Etf (PFFD) 0.2 $24M -21% 1.3M 18.40
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Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $24M +4% 361k 67.53
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American Express Company (AXP) 0.2 $24M +2% 80k 302.48
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Charles Schwab Corporation (SCHW) 0.2 $23M +8% 248k 93.98
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.2 $23M +27% 389k 59.55
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Analog Devices (ADI) 0.2 $23M 73k 318.14
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Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.2 $23M +5% 1.1M 20.41
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ConocoPhillips (COP) 0.2 $23M 170k 132.00
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Deere & Company (DE) 0.2 $22M +11% 40k 563.30
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Pfizer (PFE) 0.2 $22M 790k 28.08
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Ishares Tr Usd Inv Grde Etf (USIG) 0.2 $22M +34% 432k 51.23
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Qualcomm (QCOM) 0.2 $22M +6% 170k 128.78
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Boeing Company (BA) 0.2 $22M 109k 199.03
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Amphenol Corp Cl A (APH) 0.2 $22M 171k 126.35
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Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 0.2 $21M +19% 683k 30.15
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Welltower Inc Com reit (WELL) 0.2 $21M +4% 104k 197.71
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Uber Technologies (UBER) 0.2 $21M 286k 71.93
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Palo Alto Networks (PANW) 0.2 $20M +25% 127k 160.32
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Union Pacific Corporation (UNP) 0.2 $20M 82k 242.62
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Honeywell International (HON) 0.2 $20M 88k 226.03
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Lowe's Companies (LOW) 0.2 $20M +2% 84k 236.28
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S&p Global (SPGI) 0.2 $19M 45k 425.34
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Blackrock (BLK) 0.2 $19M 20k 961.71
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Vanguard Index Fds Value Etf (VTV) 0.2 $19M +31% 98k 196.20
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Arista Networks Com Shs (ANET) 0.2 $19M +7% 157k 122.78
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Intuit (INTU) 0.2 $19M +6% 44k 432.38
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Booking Holdings (BKNG) 0.2 $19M 4.5k 4210.32
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Invesco Db Multi-sector Comm Agriculture Fd (DBA) 0.2 $19M -3% 689k 27.32
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Norfolk Southern (NSC) 0.2 $18M -2% 64k 287.00
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Bristol Myers Squibb (BMY) 0.2 $18M +2% 303k 60.65
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Warner Bros Discovery Com Ser A (WBD) 0.2 $18M +86% 669k 27.46
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Prologis (PLD) 0.2 $18M +2% 138k 132.18
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.2 $18M +4090% 382k 46.95
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Newmont Mining Corporation (NEM) 0.1 $18M +2% 163k 108.25
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Electronic Arts (EA) 0.1 $18M 86k 203.87
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Servicenow (NOW) 0.1 $17M +7% 166k 104.55
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Progressive Corporation (PGR) 0.1 $17M +2% 87k 198.24
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Lockheed Martin Corporation (LMT) 0.1 $17M 28k 604.39
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Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $17M +3% 38k 446.54
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Capital One Financial (COF) 0.1 $17M 93k 182.43
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Stryker Corporation (SYK) 0.1 $17M +2% 51k 328.59
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Danaher Corporation (DHR) 0.1 $17M 87k 189.60
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Applovin Corp Com Cl A (APP) 0.1 $16M +7% 41k 398.00
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Corning Incorporated (GLW) 0.1 $16M +2% 117k 135.97
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Adobe Systems Incorporated (ADBE) 0.1 $16M +5% 65k 243.08
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Select Sector Spdr Tr State Street Com (XLC) 0.1 $16M +33% 143k 110.86
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Cme (CME) 0.1 $16M +2% 54k 295.35
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McKesson Corporation (MCK) 0.1 $16M 18k 865.36
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Parker-Hannifin Corporation (PH) 0.1 $16M 18k 895.24
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Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.1 $16M -24% 165k 93.74
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Comcast Corp Cl A (CMCSA) 0.1 $15M 534k 28.71
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Starbucks Corporation (SBUX) 0.1 $15M +2% 169k 89.59
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Altria (MO) 0.1 $15M 229k 65.99
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Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.1 $15M -10% 869k 17.32
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Vertiv Holdings Com Cl A (VRT) 0.1 $15M +2466% 60k 250.58
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Southern Company (SO) 0.1 $15M 153k 96.52
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Crowdstrike Hldgs Cl A (CRWD) 0.1 $15M +2% 38k 390.41
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Equinix (EQIX) 0.1 $14M +2% 15k 980.24
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Duke Energy Corp Com New (DUK) 0.1 $14M 108k 130.94
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Metropcs Communications (TMUS) 0.1 $14M 66k 210.03
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Boston Scientific Corporation (BSX) 0.1 $14M +2% 220k 62.75
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Howmet Aerospace (HWM) 0.1 $14M +2% 60k 230.46
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Western Digital (WDC) 0.1 $14M +8% 51k 270.49
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Ishares Tr Core S&p500 Etf (IVV) 0.1 $14M +16% 21k 653.21
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Automatic Data Processing (ADP) 0.1 $14M +10% 67k 203.18
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Intercontinental Exchange (ICE) 0.1 $13M 84k 157.28
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Regeneron Pharmaceuticals (REGN) 0.1 $13M +11% 17k 772.64
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Sandisk Corp (SNDK) 0.1 $13M +7% 20k 635.34
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Waste Management (WM) 0.1 $13M +2% 55k 229.79
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CVS Caremark Corporation (CVS) 0.1 $13M 177k 71.82
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Northrop Grumman Corporation (NOC) 0.1 $13M 19k 682.24
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PNC Financial Services (PNC) 0.1 $13M +5% 60k 208.09
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Marsh & McLennan Companies (MRSH) 0.1 $13M 72k 173.45
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Sherwin-Williams Company (SHW) 0.1 $12M +11% 39k 320.55
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Williams Companies (WMB) 0.1 $12M 170k 72.78
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Simplify Exchange Traded Fun Managed Futures (CTA) 0.1 $12M -5% 405k 30.22
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Quanta Services (PWR) 0.1 $12M +2% 22k 549.02
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Freeport Mcmoran CL B (FCX) 0.1 $12M 207k 58.78
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Bank of New York Mellon Corporation (BK) 0.1 $12M 103k 118.63
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Constellation Energy (CEG) 0.1 $12M 43k 279.25
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General Dynamics Corporation (GD) 0.1 $12M 35k 343.22
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Synopsys (SNPS) 0.1 $12M +10% 30k 396.48
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Cadence Design Systems (CDNS) 0.1 $12M +7% 43k 277.87
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American Tower Reit (AMT) 0.1 $12M +2% 70k 172.58
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Kenvue (KVUE) 0.1 $12M +18% 697k 17.24
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Us Bancorp Com New (USB) 0.1 $12M +2% 231k 52.01
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Blackstone Group Inc Com Cl A (BX) 0.1 $12M +2% 104k 114.99
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O'reilly Automotive (ORLY) 0.1 $12M +2% 126k 92.31
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Illinois Tool Works (ITW) 0.1 $12M +11% 44k 260.29
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FedEx Corporation (FDX) 0.1 $12M +2% 32k 356.18
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Colgate-Palmolive Company (CL) 0.1 $11M +10% 134k 85.23
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Teck Resources CL B (TECK) 0.1 $11M -5% 217k 51.75
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Valero Energy Corporation (VLO) 0.1 $11M 45k 247.08
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Mondelez Intl Cl A (MDLZ) 0.1 $11M 191k 57.64
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Emerson Electric (EMR) 0.1 $11M +5% 84k 131.02
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EOG Resources (EOG) 0.1 $11M 75k 144.57
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United Parcel Svcs CL B (UPS) 0.1 $11M +2% 110k 98.38
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Marriott Intl Cl A (MAR) 0.1 $11M 33k 327.07
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Marathon Petroleum Corp (MPC) 0.1 $11M 44k 244.18
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Motorola Solutions Com New (MSI) 0.1 $11M 25k 433.97
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SLB Com Stk (SLB) 0.1 $11M 208k 51.39
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CSX Corporation (CSX) 0.1 $11M 259k 41.05
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3M Company (MMM) 0.1 $11M 73k 145.23
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Altshares Trust Merger Arbitrage (ARB) 0.1 $11M -3% 359k 29.32
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New York Life Invts Active E Nyli Mackay Cali (MMCA) 0.1 $11M 485k 21.56
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Cigna Corp (CI) 0.1 $10M 39k 266.75
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Hilton Worldwide Holdings (HLT) 0.1 $10M 34k 304.08
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Cummins (CMI) 0.1 $10M 19k 538.02
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Hca Holdings (HCA) 0.1 $10M 22k 473.24
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Phillips 66 (PSX) 0.1 $10M 56k 182.18
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Ecolab (ECL) 0.1 $10M +2% 38k 266.02
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Chart Industries (GTLS) 0.1 $10M -2% 49k 206.75
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Moody's Corporation (MCO) 0.1 $9.9M +2% 23k 436.25
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American Electric Power Company (AEP) 0.1 $9.9M +2% 75k 131.08
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Ross Stores (ROST) 0.1 $9.7M 45k 216.63
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Air Products & Chemicals (APD) 0.1 $9.6M +3% 33k 290.49
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Anthem (ELV) 0.1 $9.6M 33k 292.75
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Kkr & Co (KKR) 0.1 $9.4M +2% 102k 92.50
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Travelers Companies (TRV) 0.1 $9.4M 32k 291.68
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General Motors Company (GM) 0.1 $9.4M 126k 74.50
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Nike CL B (NKE) 0.1 $9.3M +2% 177k 52.82
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Kinder Morgan (KMI) 0.1 $9.1M 272k 33.53
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TransDigm Group Incorporated (TDG) 0.1 $9.1M 7.8k 1158.96
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $9.0M +26% 15k 597.55
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AmerisourceBergen (COR) 0.1 $9.0M +2% 29k 314.14
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Sempra Energy (SRE) 0.1 $9.0M 92k 97.17
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Baker Hughes Company Cl A (BKR) 0.1 $9.0M +2% 147k 61.05
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L3harris Technologies (LHX) 0.1 $9.0M 26k 345.15
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Airbnb Com Cl A (ABNB) 0.1 $8.9M +10% 70k 126.28
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $8.8M +7% 102k 86.70
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Corteva (CTVA) 0.1 $8.8M +9% 105k 83.71
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PNM Resources (TXNM) 0.1 $8.8M -5% 150k 58.46
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Digital Realty Trust (DLR) 0.1 $8.7M +2% 48k 180.21
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Ishares Tr Msci China Etf (MCHI) 0.1 $8.6M +8% 154k 56.18
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Northwestern Energy Group In Com New (NWE) 0.1 $8.6M -5% 130k 65.94
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Cintas Corporation (CTAS) 0.1 $8.6M 51k 169.14
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Hologic 0.1 $8.5M +14% 113k 75.59
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Oneok (OKE) 0.1 $8.4M +2% 93k 90.39
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Simon Property (SPG) 0.1 $8.4M 45k 186.53
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Paccar (PCAR) 0.1 $8.4M 73k 115.50
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Zoetis Cl A (ZTS) 0.1 $8.3M +7% 71k 118.21
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Fortinet (FTNT) 0.1 $8.3M +8% 102k 81.72
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AutoZone (AZO) 0.1 $8.3M +2% 2.5k 3377.78
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Arthur J. Gallagher & Co. (AJG) 0.1 $8.2M +2% 38k 216.58
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Target Corporation (TGT) 0.1 $8.2M +2% 67k 121.20
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Autodesk (ADSK) 0.1 $8.1M +6% 34k 239.40
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Truist Financial Corp equities (TFC) 0.1 $8.1M 175k 45.97
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Essential Utils (WTRG) 0.1 $8.1M +769% 200k 40.27
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Allstate Corporation (ALL) 0.1 $8.0M 39k 207.34
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Targa Res Corp (TRGP) 0.1 $8.0M +2% 32k 250.73
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Doordash Cl A (DASH) 0.1 $7.9M 53k 150.15
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Monolithic Power Systems (MPWR) 0.1 $7.9M +4% 7.2k 1093.35
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Fastenal Company (FAST) 0.1 $7.9M +2% 171k 46.40
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Dell Technologies CL C (DELL) 0.1 $7.8M +6% 48k 164.13
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Realty Income (O) 0.1 $7.8M 128k 61.18
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Apollo Global Mgmt (APO) 0.1 $7.6M +2% 69k 111.42
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AFLAC Incorporated (AFL) 0.1 $7.6M 70k 109.71
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Past Filings by New York Life Investment Management

SEC 13F filings are viewable for New York Life Investment Management going back to 2011

View all past filings