NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
13.6%
Top 10 weight
28.7%
Voting Authority Distribution
Total shares with voting rights: 144.91M
Full voting authority
144.91M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 3.55M | SH | $618.82M 5.24% | 3.55M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 2.26M | SH | $573.91M 4.86% | 2.26M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.12M | SH | $415.70M 3.52% | 1.12M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.47M | SH | $306.16M 2.59% | 1.47M | 0.00 | 0.00 |
NEW YORK LIFE INVESTMENTS ETSOLE | CANDRIAM US MID | 7.81M | SH | $271.18M 2.29% | 7.81M | 0.00 | 0.00 |
NEW YORK LIFE INVTS ACTIVE ESOLE | NYLI MACKAY CORE | 12.89M | SH | $270.33M 2.29% | 12.89M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 925.72K | SH | $266.20M 2.25% | 925.72K | 0.00 | 0.00 |
NEW YORK LIFE INVESTMENTS ETSOLE | CANDRIAM US LRG | 4.92M | SH | $251.76M 2.13% | 4.92M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 691.08K | SH | $213.90M 1.81% | 691.08K | 0.00 | 0.00 |
NEW YORK LIFE INVESTMENTS ETSOLE | NYLI US LC R&D L | 5.42M | SH | $201.47M 1.70% | 5.42M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 696.52K | SH | $199.80M 1.69% | 696.52K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 319.71K | SH | $182.91M 1.55% | 319.71K | 0.00 | 0.00 |
NEW YORK LIFE INVESTMENTS ETSOLE | NYLI CANDRIAM IN | 5.13M | SH | $180.84M 1.53% | 5.13M | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | MEGA CAP INDEX | 744.34K | SH | $175.93M 1.49% | 744.34K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 419.68K | SH | $156.02M 1.32% | 419.68K | 0.00 | 0.00 |
ISHARES TRSOLE | FLTG RATE NT ETF | 3.05M | SH | $155.18M 1.31% | 3.05M | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 2.28M | SH | $133.69M 1.13% | 2.28M | 0.00 | 0.00 |
NEW YORK LIFE INVTS ACTIVE ESOLE | NYLI MACKAY SECU | 4.78M | SH | $122.60M 1.04% | 4.78M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 253.83K | SH | $121.64M 1.03% | 253.83K | 0.00 | 0.00 |
NEW YORK LIFE INVTS ACTIVE ESOLE | NYLI MACKAY HIGH | 4.33M | SH | $111.04M 0.94% | 4.33M | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 120.08K | SH | $110.44M 0.93% | 120.08K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 374.64K | SH | $110.20M 0.93% | 374.64K | 0.00 | 0.00 |
NEW YORK LIFE INVESTMENTS ETSOLE | NYLI FTSE INTERN | 3.12M | SH | $104.65M 0.89% | 3.12M | 0.00 | 0.00 |
NEW YORK LIFE INVTS ACTIVE ESOLE | NYLI WINSLOW LAR | 2.09M | SH | $99.75M 0.84% | 2.09M | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 580.27K | SH | $98.45M 0.83% | 580.27K | 0.00 | 0.00 |