Klingman & Associates
Latest statistics and disclosures from Klingman & Associates's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, IJH, SPY, IJR, SPYV, and represent 35.72% of Klingman & Associates's stock portfolio.
- Added to shares of these 10 stocks: VEA (+$6.0M), IVV (+$5.5M), IJH, VWO, XOM, IBDW, AAPL, IBDV, COST, GOOG.
- Started 25 new stock positions in ZTS, IDXX, SJM, PRU, NOW, QLD, CTVA, RTX, INDA, BLK.
- Reduced shares in these 10 stocks: PJT (-$9.7M), DDOG, SPY, TDTT, IBDR, SCZ, MDY, PRF, VTIP, ITOT.
- Sold out of its positions in AMD, BHP, FDX, GRTS, PXF, MRNA, RIO, YUM, NUVOQ.
- Klingman & Associates was a net buyer of stock by $44M.
- Klingman & Associates has $1.6B in assets under management (AUM), dropping by 9.07%.
- Central Index Key (CIK): 0001662449
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Portfolio Holdings for Klingman & Associates
Klingman & Associates holds 265 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 18.7 | $302M | 523k | 576.82 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 5.2 | $85M | +3% | 1.4M | 62.32 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.3 | $70M | -2% | 121k | 573.76 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 3.9 | $62M | +2% | 532k | 116.96 |
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 3.6 | $59M | 1.1M | 52.86 |
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| Apple (AAPL) | 3.6 | $58M | +3% | 249k | 233.00 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 3.5 | $57M | 683k | 82.94 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 3.5 | $56M | 1.1M | 49.31 |
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| Ishares Tr Core Msci Eafe (IEFA) | 2.7 | $44M | +2% | 566k | 78.05 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.7 | $44M | +15% | 827k | 52.81 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 2.2 | $35M | 385k | 91.31 |
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|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.9 | $30M | +11% | 627k | 47.85 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 1.8 | $29M | 205k | 142.04 |
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|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 1.8 | $29M | 706k | 40.63 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 1.8 | $29M | +2% | 1.2M | 23.51 |
|
| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 1.7 | $27M | 345k | 79.46 |
|
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 1.7 | $27M | 1.1M | 25.53 |
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| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 1.6 | $26M | 301k | 87.74 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 1.6 | $26M | +2% | 263k | 98.07 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 1.5 | $25M | 44k | 569.66 |
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| Ishares Tr Ibonds 27 Etf (IBDS) | 1.5 | $25M | 1.0M | 24.37 |
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| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 1.4 | $22M | 257k | 86.82 |
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| Ishares Tr Ibonds Dec 2030 (IBDV) | 1.3 | $22M | +10% | 979k | 22.17 |
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 1.3 | $22M | -2% | 891k | 24.30 |
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| Datadog Cl A Com (DDOG) | 1.2 | $19M | -14% | 164k | 115.06 |
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| Citizens Financial (CFG) | 1.1 | $17M | 421k | 41.07 |
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| Ishares Tr Ibonds Dec 2031 (IBDW) | 1.0 | $16M | +17% | 774k | 21.22 |
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| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 1.0 | $16M | 175k | 93.11 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $13M | +6% | 47k | 283.16 |
|
| Microsoft Corporation (MSFT) | 0.8 | $13M | +8% | 30k | 430.30 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.7 | $12M | -4% | 179k | 67.70 |
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| Ishares Tr New York Mun Etf (NYF) | 0.7 | $11M | +10% | 197k | 54.33 |
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| Ishares Core Msci Emkt (IEMG) | 0.6 | $11M | +7% | 182k | 57.41 |
|
| Pjt Partners Com Cl A (PJT) | 0.6 | $10M | -48% | 77k | 133.34 |
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| Amazon (AMZN) | 0.5 | $8.2M | +10% | 44k | 186.33 |
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| Flexshares Tr Iboxx 3r Targt (TDTT) | 0.5 | $7.5M | -8% | 314k | 24.05 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $7.3M | 33k | 220.89 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $6.9M | 22k | 314.39 |
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| Jones Lang LaSalle Incorporated (JLL) | 0.4 | $6.8M | 25k | 269.81 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $6.1M | +97% | 52k | 117.22 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $5.7M | +11% | 27k | 210.86 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $5.2M | 54k | 97.42 |
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|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $4.6M | 8.6k | 527.67 |
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| Ishares Tr Select Divid Etf (DVY) | 0.3 | $4.4M | 33k | 135.07 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $4.4M | +66% | 26k | 167.19 |
|
| Crocs (CROX) | 0.3 | $4.3M | 30k | 144.81 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $4.3M | +16% | 9.4k | 460.26 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.3 | $4.2M | 58k | 71.73 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $3.7M | 7.4k | 493.80 |
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| NVIDIA Corporation (NVDA) | 0.2 | $3.7M | +21% | 30k | 121.44 |
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| Applied Materials (AMAT) | 0.2 | $3.6M | 18k | 202.05 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.2 | $3.5M | 62k | 55.63 |
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| Dimensional Etf Trust Inflation Prote (DFIP) | 0.2 | $3.5M | -2% | 82k | 42.28 |
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| Home Depot (HD) | 0.2 | $3.3M | +38% | 8.3k | 405.20 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.2 | $3.0M | 13k | 230.59 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $3.0M | +14% | 18k | 165.85 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $2.9M | 34k | 83.63 |
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| Costco Wholesale Corporation (COST) | 0.2 | $2.8M | +181% | 3.2k | 886.52 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $2.8M | 15k | 179.16 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $2.6M | 11k | 237.21 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.2 | $2.6M | 52k | 50.74 |
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| Visa Com Cl A (V) | 0.2 | $2.6M | +144% | 9.3k | 274.95 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $2.5M | 21k | 117.62 |
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| Johnson & Johnson (JNJ) | 0.2 | $2.5M | 15k | 162.06 |
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| Meta Platforms Cl A (META) | 0.1 | $2.3M | 4.0k | 572.45 |
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| Abbvie (ABBV) | 0.1 | $2.3M | +35% | 12k | 197.48 |
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| Ishares U S Etf Tr Blackrock Sh Dur (NEAR) | 0.1 | $2.2M | 43k | 51.24 |
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| Automatic Data Processing (ADP) | 0.1 | $2.2M | +63% | 7.8k | 276.73 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $2.2M | 13k | 166.82 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $2.1M | 21k | 100.69 |
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| Ishares Tr Core Msci Total (IXUS) | 0.1 | $2.0M | 28k | 72.63 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $2.0M | 13k | 153.13 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $2.0M | -3% | 32k | 63.00 |
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| Oracle Corporation (ORCL) | 0.1 | $2.0M | 12k | 170.40 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $1.9M | +300% | 3.1k | 618.57 |
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| TJX Companies (TJX) | 0.1 | $1.9M | +45% | 16k | 117.54 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $1.9M | 25k | 76.70 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $1.9M | 6.7k | 276.76 |
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| Nextera Energy (NEE) | 0.1 | $1.8M | +36% | 22k | 84.53 |
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| Procter & Gamble Company (PG) | 0.1 | $1.8M | +12% | 10k | 173.19 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $1.8M | -8% | 35k | 50.94 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $1.7M | -20% | 14k | 125.62 |
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| Tetra Tech (TTEK) | 0.1 | $1.6M | NEW | 34k | 47.16 |
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| Ge Aerospace Com New (GE) | 0.1 | $1.6M | -2% | 8.4k | 188.58 |
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| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.1 | $1.6M | 15k | 105.63 |
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| Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) | 0.1 | $1.5M | 13k | 116.32 |
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| Eli Lilly & Co. (LLY) | 0.1 | $1.5M | +5% | 1.7k | 885.94 |
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| Coupang Cl A (CPNG) | 0.1 | $1.5M | 60k | 24.55 |
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| Broadcom (AVGO) | 0.1 | $1.4M | +1421% | 8.1k | 172.50 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $1.3M | 33k | 41.12 |
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| UnitedHealth (UNH) | 0.1 | $1.3M | +148% | 2.3k | 584.68 |
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| Stryker Corporation (SYK) | 0.1 | $1.3M | +321% | 3.7k | 361.26 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.3M | 2.7k | 488.07 |
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| Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) | 0.1 | $1.3M | 29k | 45.71 |
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| Compass Cl A (COMP) | 0.1 | $1.3M | -14% | 216k | 6.11 |
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| Abbott Laboratories (ABT) | 0.1 | $1.3M | +47% | 11k | 114.01 |
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| McDonald's Corporation (MCD) | 0.1 | $1.3M | +49% | 4.2k | 304.51 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.3M | 6.5k | 198.05 |
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| Raymond James Financial (RJF) | 0.1 | $1.3M | 11k | 122.46 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $1.2M | -7% | 9.5k | 128.20 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.2M | -11% | 3.1k | 383.93 |
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| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.1 | $1.2M | 11k | 108.18 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $1.2M | 20k | 59.02 |
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| United Bankshares (UBSI) | 0.1 | $1.1M | 31k | 37.10 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $1.1M | 13k | 88.14 |
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| Tesla Motors (TSLA) | 0.1 | $1.1M | +3% | 4.2k | 261.63 |
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| Merck & Co (MRK) | 0.1 | $1.1M | 9.5k | 113.56 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $1.0M | 5.2k | 200.76 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $1.0M | 1.7k | 584.56 |
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| International Business Machines (IBM) | 0.1 | $1.0M | +30% | 4.6k | 221.08 |
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| Ross Stores (ROST) | 0.1 | $952k | 6.3k | 150.51 |
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| Golub Capital BDC (GBDC) | 0.1 | $945k | 63k | 15.11 |
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| Chevron Corporation (CVX) | 0.1 | $899k | +52% | 6.1k | 147.27 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $872k | 19k | 45.86 |
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| O'reilly Automotive (ORLY) | 0.1 | $865k | 751.00 | 1151.60 |
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| Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN) | 0.1 | $834k | -2% | 24k | 35.15 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $817k | +87% | 2.3k | 353.48 |
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| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $810k | NEW | 5.2k | 155.84 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $783k | 8.2k | 95.95 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $778k | 4.5k | 174.57 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $778k | +157% | 3.8k | 206.57 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $772k | NEW | 19k | 41.28 |
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| salesforce (CRM) | 0.0 | $760k | +94% | 2.8k | 273.71 |
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| Deere & Company (DE) | 0.0 | $752k | +146% | 1.8k | 417.33 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $745k | NEW | 6.1k | 121.16 |
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| Netflix (NFLX) | 0.0 | $742k | -5% | 1.0k | 709.27 |
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| Walt Disney Company (DIS) | 0.0 | $741k | +39% | 7.7k | 96.19 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $740k | 2.0k | 375.38 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $729k | -21% | 12k | 62.20 |
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| Wal-Mart Stores (WMT) | 0.0 | $718k | 8.9k | 80.75 |
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| Ecolab (ECL) | 0.0 | $709k | NEW | 2.8k | 255.33 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $691k | 1.00 | 691180.00 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $680k | +109% | 7.2k | 93.85 |
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| Hershey Company (HSY) | 0.0 | $671k | 3.5k | 191.78 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $670k | +10% | 9.9k | 67.85 |
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| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.0 | $656k | 27k | 24.46 |
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| Coca-Cola Company (KO) | 0.0 | $652k | +32% | 9.1k | 71.86 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $635k | 1.2k | 517.78 |
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| Ishares Tr Ibonds Dec 2029 (IBMR) | 0.0 | $633k | +2% | 25k | 25.49 |
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| Ishares Tr Ibonds Dec 28 (IBMQ) | 0.0 | $622k | -14% | 24k | 25.63 |
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| Ishares Tr Ibonds Dec 27 (IBMP) | 0.0 | $618k | -14% | 24k | 25.45 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $617k | 3.1k | 197.17 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $608k | 7.3k | 83.21 |
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| Brown & Brown (BRO) | 0.0 | $601k | 5.8k | 103.60 |
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| Ishares Tr Ibonds Dec 26 (IBMO) | 0.0 | $601k | -6% | 23k | 25.66 |
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| Pepsi (PEP) | 0.0 | $599k | -3% | 3.5k | 170.05 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $596k | +80% | 4.7k | 125.96 |
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| Danaher Corporation (DHR) | 0.0 | $561k | +11% | 2.0k | 278.02 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $554k | 5.8k | 95.75 |
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| Honeywell International (HON) | 0.0 | $551k | 2.7k | 206.71 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $550k | 2.4k | 225.76 |
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| Booking Holdings (BKNG) | 0.0 | $548k | 130.00 | 4212.12 |
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| Ge Vernova (GEV) | 0.0 | $534k | 2.1k | 254.98 |
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| United Rentals (URI) | 0.0 | $530k | 654.00 | 809.73 |
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| Union Pacific Corporation (UNP) | 0.0 | $527k | -2% | 2.1k | 246.48 |
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| Elme Communities Sh Ben Int (ELME) | 0.0 | $523k | 30k | 17.59 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $508k | 7.9k | 64.74 |
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| Truist Financial Corp equities (TFC) | 0.0 | $494k | 12k | 42.77 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $485k | 4.7k | 104.18 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $474k | 2.8k | 167.67 |
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| SYSCO Corporation (SYY) | 0.0 | $471k | 6.0k | 78.06 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $467k | 5.8k | 80.37 |
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| Steel Dynamics (STLD) | 0.0 | $466k | NEW | 3.7k | 126.08 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $466k | 14k | 33.23 |
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| Prologis (PLD) | 0.0 | $465k | NEW | 3.7k | 126.28 |
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| BlackRock (BLK) | 0.0 | $463k | NEW | 488.00 | 949.51 |
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| Lowe's Companies (LOW) | 0.0 | $451k | -3% | 1.7k | 270.85 |
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| L3harris Technologies (LHX) | 0.0 | $447k | 1.9k | 237.87 |
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| Wisdomtree Tr Putwrite Strat (PUTW) | 0.0 | $445k | 13k | 33.10 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $444k | 1.7k | 263.29 |
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| Ishares Tr Aggres Alloc Etf (AOA) | 0.0 | $442k | 5.6k | 78.91 |
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| Bank of America Corporation (BAC) | 0.0 | $442k | +3% | 11k | 39.68 |
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| PPG Industries (PPG) | 0.0 | $436k | 3.3k | 132.46 |
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| Linde SHS (LIN) | 0.0 | $429k | 900.00 | 476.86 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $425k | 1.7k | 243.06 |
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| Franklin Bsp Rlty Tr Common Stock (FBRT) | 0.0 | $423k | 32k | 13.06 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $420k | -12% | 1.7k | 243.47 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $419k | 2.2k | 189.80 |
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| Cisco Systems (CSCO) | 0.0 | $419k | -18% | 7.9k | 53.22 |
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| Intel Corporation (INTC) | 0.0 | $403k | -6% | 17k | 23.46 |
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| Blackstone Secd Lending Common Stock (BXSL) | 0.0 | $401k | 14k | 29.29 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $397k | +71% | 8.0k | 49.70 |
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| General Mills (GIS) | 0.0 | $396k | 5.4k | 73.85 |
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| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.0 | $390k | 8.9k | 44.01 |
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| Amgen (AMGN) | 0.0 | $386k | 1.2k | 322.21 |
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| Jacobs Engineering Group (J) | 0.0 | $384k | 2.9k | 130.90 |
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| F5 Networks (FFIV) | 0.0 | $380k | 1.7k | 220.20 |
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| Uber Technologies (UBER) | 0.0 | $379k | NEW | 5.0k | 75.16 |
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| Goldman Sachs (GS) | 0.0 | $378k | 764.00 | 495.11 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $373k | 5.6k | 66.52 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $370k | 9.7k | 38.08 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $367k | 1.4k | 267.37 |
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| BlackRock Floating Rate Income Strat. Fn (FRA) | 0.0 | $364k | +2% | 28k | 13.20 |
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| Philip Morris International (PM) | 0.0 | $363k | 3.0k | 121.42 |
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| Williams-Sonoma (WSM) | 0.0 | $362k | +91% | 2.3k | 154.92 |
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| Progressive Corporation (PGR) | 0.0 | $360k | NEW | 1.4k | 253.76 |
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| Dupont De Nemours (DD) | 0.0 | $360k | +62% | 4.0k | 89.11 |
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| Colgate-Palmolive Company (CL) | 0.0 | $358k | 3.4k | 103.81 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $356k | +6% | 725.00 | 491.27 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $350k | +2% | 2.0k | 179.30 |
|
| Servicenow (NOW) | 0.0 | $341k | NEW | 381.00 | 894.39 |
|
| Zoetis Cl A (ZTS) | 0.0 | $333k | NEW | 1.7k | 195.38 |
|
| Ford Motor Company (F) | 0.0 | $327k | +3% | 31k | 10.56 |
|
| Southern Company (SO) | 0.0 | $327k | 3.6k | 90.18 |
|
|
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $324k | 2.7k | 120.37 |
|
|
| Verizon Communications (VZ) | 0.0 | $320k | -5% | 7.1k | 44.91 |
|
| Starbucks Corporation (SBUX) | 0.0 | $319k | +24% | 3.3k | 97.49 |
|
| Prudential Financial (PRU) | 0.0 | $318k | NEW | 2.6k | 121.10 |
|
| Equity Residential Sh Ben Int (EQR) | 0.0 | $310k | 4.2k | 74.46 |
|
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $306k | 1.3k | 230.50 |
|
|
| IDEXX Laboratories (IDXX) | 0.0 | $306k | NEW | 605.00 | 505.22 |
|
| Ishares Tr Msci India Etf (INDA) | 0.0 | $305k | NEW | 5.2k | 58.53 |
|
| Qualcomm (QCOM) | 0.0 | $304k | +21% | 1.8k | 170.05 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $303k | 2.6k | 115.02 |
|
|
| Alliant Energy Corporation (LNT) | 0.0 | $301k | 5.0k | 60.69 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $299k | 2.5k | 119.07 |
|
|
| Global X Fds Data Ctr & Digit (DTCR) | 0.0 | $289k | 16k | 17.62 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $289k | 1.4k | 206.36 |
|
|
| Corning Incorporated (GLW) | 0.0 | $288k | 6.4k | 45.15 |
|
|
| Consolidated Edison (ED) | 0.0 | $286k | +6% | 2.7k | 104.13 |
|
| Credit Acceptance (CACC) | 0.0 | $281k | 633.00 | 443.42 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $277k | -9% | 6.6k | 41.77 |
|
| Dow (DOW) | 0.0 | $275k | NEW | 5.0k | 54.63 |
|
| Broadstone Net Lease (BNL) | 0.0 | $271k | 14k | 18.95 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $270k | 257.00 | 1051.24 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $270k | 1.0k | 263.83 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $267k | 3.2k | 84.53 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $266k | 421.00 | 631.82 |
|
|
| Caterpillar (CAT) | 0.0 | $263k | +2% | 673.00 | 391.12 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $263k | 3.6k | 73.67 |
|
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $257k | 2.7k | 95.49 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $257k | 4.0k | 64.81 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $256k | +4% | 750.00 | 341.80 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $256k | 902.00 | 284.00 |
|
|
| Ishares Msci Gbl Min Vol (ACWV) | 0.0 | $256k | 2.2k | 114.52 |
|
|
| Camden Ppty Tr Sh Ben Int (CPT) | 0.0 | $254k | 2.1k | 123.53 |
|
|
| Proshares Tr Pshs Ultra Qqq (QLD) | 0.0 | $253k | NEW | 2.5k | 100.70 |
|
| Morgan Stanley Com New (MS) | 0.0 | $253k | +3% | 2.4k | 104.24 |
|
| At&t (T) | 0.0 | $251k | 11k | 22.00 |
|
|
| CSX Corporation (CSX) | 0.0 | $249k | -4% | 7.2k | 34.53 |
|
| Air Products & Chemicals (APD) | 0.0 | $248k | 834.00 | 297.74 |
|
|
| Global X Fds Global X Uranium (URA) | 0.0 | $246k | NEW | 8.6k | 28.61 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $243k | +7% | 2.2k | 110.47 |
|
| Oaktree Specialty Lending Corp (OCSL) | 0.0 | $242k | 15k | 16.31 |
|
|
| CarMax (KMX) | 0.0 | $241k | +11% | 3.1k | 77.38 |
|
| Corteva (CTVA) | 0.0 | $239k | NEW | 4.1k | 58.79 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $239k | -24% | 3.8k | 62.88 |
|
| J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) | 0.0 | $238k | NEW | 4.0k | 59.28 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $230k | 1.8k | 126.18 |
|
|
| Smucker J M Com New (SJM) | 0.0 | $230k | NEW | 1.9k | 121.10 |
|
| Greenbrier Companies (GBX) | 0.0 | $224k | 4.4k | 50.89 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $214k | 3.3k | 65.95 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $211k | -6% | 2.3k | 91.93 |
|
| General Dynamics Corporation (GD) | 0.0 | $206k | NEW | 683.00 | 302.20 |
|
| Ishares Tr Cohen Steer Reit (ICF) | 0.0 | $206k | NEW | 3.1k | 65.91 |
|
| Chubb (CB) | 0.0 | $204k | NEW | 706.00 | 288.39 |
|
| Schwab Strategic Tr Fundamental Intl (FNDC) | 0.0 | $202k | NEW | 5.3k | 38.15 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $202k | 13k | 16.05 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $202k | 821.00 | 245.45 |
|
|
| Citigroup Com New (C) | 0.0 | $200k | 3.2k | 62.60 |
|
|
| Phathom Pharmaceuticals (PHAT) | 0.0 | $188k | 10k | 18.08 |
|
|
| Nuveen Floating Rate Income Fund (JFR) | 0.0 | $178k | 20k | 8.82 |
|
|
| Western Asset Emerging Mrkts Dbt Fnd (EMD) | 0.0 | $128k | 13k | 10.18 |
|
|
| Enhabit Ord (EHAB) | 0.0 | $119k | 15k | 7.90 |
|
|
| Dariohealth Corp Com New (DRIO) | 0.0 | $20k | 18k | 1.12 |
|
Past Filings by Klingman & Associates
SEC 13F filings are viewable for Klingman & Associates going back to 2015
- Klingman & Associates 2024 Q3 filed Nov. 1, 2024
- Klingman & Associates 2024 Q2 filed July 30, 2024
- Klingman & Associates 2024 Q1 filed May 1, 2024
- Klingman & Associates 2023 Q4 filed Jan. 29, 2024
- Klingman & Associates 2023 Q3 filed Oct. 30, 2023
- Klingman & Associates 2023 Q2 filed July 31, 2023
- Klingman & Associates 2023 Q1 filed May 3, 2023
- Klingman & Associates 2022 Q4 filed Feb. 3, 2023
- Klingman & Associates 2022 Q3 filed Oct. 28, 2022
- Klingman & Associates 2022 Q2 filed July 27, 2022
- Klingman & Associates 2022 Q1 filed May 6, 2022
- Klingman & Associates 2021 Q4 filed Jan. 31, 2022
- Klingman & Associates 2021 Q3 filed Nov. 1, 2021
- Klingman & Associates 2021 Q2 filed July 27, 2021
- Klingman & Associates 2021 Q1 filed April 29, 2021
- Klingman & Associates 2020 Q4 filed Feb. 9, 2021