Klingman & Associates
Latest statistics and disclosures from Klingman & Associates's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, IJH, VTIP, SPY, IEFA, and represent 34.10% of Klingman & Associates's stock portfolio.
- Added to shares of these 10 stocks: VTIP (+$8.1M), IEFA (+$8.1M), IBDX, VEA, AAPL, IJH, JPM, IBDW, IBDV, IJR.
- Started 30 new stock positions in LYG, PSX, GILD, MDT, VDC, BRBR, AMT, AZN, IOO, PNC.
- Reduced shares in these 10 stocks: DDOG, SPYG, IVV, JLL, AMAT, PPG, USMV, IBDR, ICSH, JPST.
- Sold out of its positions in GOLF, KMX, CMG, CRVL, DRIO, D, FCN, AJG, TIP, ICSH.
- Klingman & Associates was a net buyer of stock by $48M.
- Klingman & Associates has $2.0B in assets under management (AUM), dropping by 9.30%.
- Central Index Key (CIK): 0001662449
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Portfolio Holdings for Klingman & Associates
Klingman & Associates holds 319 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 17.1 | $340M | 508k | 669.30 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 4.8 | $94M | +3% | 1.4M | 65.26 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 4.5 | $90M | +9% | 1.8M | 50.63 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.0 | $79M | 118k | 666.18 |
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| Ishares Tr Core Msci Eafe (IEFA) | 3.7 | $73M | +12% | 839k | 87.31 |
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| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 3.6 | $72M | -4% | 685k | 104.51 |
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| Apple (AAPL) | 3.5 | $69M | +4% | 272k | 254.63 |
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| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 3.3 | $66M | 1.2M | 55.33 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 3.3 | $66M | +3% | 552k | 118.83 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 3.2 | $64M | +6% | 1.1M | 59.92 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.7 | $53M | 981k | 54.18 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 1.8 | $35M | 371k | 95.14 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 1.7 | $33M | +5% | 1.4M | 23.47 |
|
| Ishares Tr Ibonds Dec 2030 (IBDV) | 1.6 | $32M | +7% | 1.4M | 22.15 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 1.6 | $32M | 286k | 110.66 |
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| Spdr Series Trust S&p 400 Mdcp Val (MDYV) | 1.6 | $31M | 371k | 83.41 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 1.6 | $31M | 682k | 45.21 |
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| Ishares Core Msci Emkt (IEMG) | 1.5 | $30M | +5% | 459k | 65.92 |
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| Ishares Tr Ibonds Dec 2031 (IBDW) | 1.5 | $30M | +8% | 1.4M | 21.22 |
|
| Spdr Series Trust S&P 400 MDCP GRW (MDYG) | 1.5 | $30M | 326k | 91.56 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 1.5 | $30M | +4% | 1.2M | 25.52 |
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| Spdr Series Trust S&p Divid Etf (SDY) | 1.4 | $27M | 194k | 140.05 |
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| Spdr Series Trust S&p 600 Smcp Val (SLYV) | 1.3 | $25M | 282k | 88.65 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 1.3 | $25M | 42k | 596.04 |
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| Ishares Tr Ibonds 27 Etf (IBDS) | 1.2 | $24M | 988k | 24.34 |
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| Citizens Financial (CFG) | 1.2 | $24M | 447k | 53.16 |
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| Ishares Tr Ibonds Dec2026 (IBDR) | 1.0 | $20M | 803k | 24.30 |
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| Spdr Series Trust S&P 600 SMCP GRW (SLYG) | 1.0 | $19M | 205k | 94.31 |
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| Microsoft Corporation (MSFT) | 0.9 | $18M | +4% | 36k | 517.95 |
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| Ishares Tr Ibonds Dec 2032 (IBDX) | 0.9 | $17M | +31% | 675k | 25.62 |
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| Datadog Cl A Com (DDOG) | 0.8 | $17M | -16% | 116k | 142.40 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $15M | 46k | 328.17 |
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| Amazon (AMZN) | 0.6 | $13M | +11% | 57k | 219.57 |
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| Ishares Tr New York Mun Etf (NYF) | 0.6 | $12M | +4% | 233k | 53.35 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.6 | $12M | 160k | 76.72 |
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| NVIDIA Corporation (NVDA) | 0.6 | $11M | +14% | 61k | 186.58 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $9.0M | +38% | 29k | 315.43 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $8.1M | 22k | 365.48 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $7.7M | 32k | 241.96 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $7.4M | +14% | 31k | 243.55 |
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| Jones Lang LaSalle Incorporated (JLL) | 0.4 | $7.0M | -21% | 24k | 298.28 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $6.8M | +26% | 14k | 502.74 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $6.8M | 11k | 612.38 |
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| Flexshares Tr Iboxx 3r Targt (TDTT) | 0.3 | $6.6M | -3% | 273k | 24.33 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $6.3M | +11% | 26k | 243.10 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $5.1M | 55k | 91.42 |
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| Meta Platforms Cl A (META) | 0.2 | $4.8M | +10% | 6.5k | 734.40 |
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| Ishares Tr Select Divid Etf (DVY) | 0.2 | $4.6M | 32k | 142.10 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $4.4M | +6% | 39k | 112.75 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $4.3M | 7.6k | 568.81 |
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| Broadcom (AVGO) | 0.2 | $4.2M | +11% | 13k | 329.90 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.2 | $4.1M | -2% | 56k | 73.48 |
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| Oracle Corporation (ORCL) | 0.2 | $4.1M | +2% | 15k | 281.24 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.2 | $3.8M | 14k | 271.12 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $3.7M | 52k | 71.37 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.2 | $3.6M | 62k | 58.21 |
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| Johnson & Johnson (JNJ) | 0.2 | $3.3M | -3% | 18k | 185.42 |
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| Tesla Motors (TSLA) | 0.2 | $3.2M | +11% | 7.2k | 444.72 |
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| Visa Com Cl A (V) | 0.2 | $3.1M | +3% | 9.1k | 341.38 |
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| Costco Wholesale Corporation (COST) | 0.2 | $3.1M | +3% | 3.3k | 925.63 |
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| Abbvie (ABBV) | 0.1 | $2.9M | -2% | 13k | 231.54 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $2.8M | 30k | 93.37 |
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| Ge Aerospace Com New (GE) | 0.1 | $2.8M | 9.3k | 300.82 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $2.7M | 11k | 254.28 |
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| Home Depot (HD) | 0.1 | $2.7M | -2% | 6.6k | 405.19 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $2.6M | 15k | 170.85 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $2.6M | -4% | 14k | 189.70 |
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| Procter & Gamble Company (PG) | 0.1 | $2.6M | +20% | 17k | 153.65 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $2.5M | 21k | 122.45 |
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| Ishares Tr Core Msci Total (IXUS) | 0.1 | $2.5M | +4% | 30k | 82.58 |
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| Crocs (CROX) | 0.1 | $2.5M | 29k | 83.55 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $2.4M | -11% | 48k | 50.73 |
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| Deere & Company (DE) | 0.1 | $2.4M | +164% | 5.2k | 457.26 |
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| Lamar Advertising Cl A (LAMR) | 0.1 | $2.3M | +18% | 19k | 122.42 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $2.3M | 13k | 176.81 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $2.3M | 6.9k | 332.84 |
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| TJX Companies (TJX) | 0.1 | $2.1M | 15k | 144.54 |
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| Raymond James Financial (RJF) | 0.1 | $2.1M | 12k | 172.60 |
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| Wal-Mart Stores (WMT) | 0.1 | $2.1M | +99% | 20k | 103.06 |
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| Applied Materials (AMAT) | 0.1 | $2.1M | -44% | 10k | 204.74 |
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| Automatic Data Processing (ADP) | 0.1 | $2.1M | 7.1k | 293.50 |
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| Ishares U S Etf Tr Short Duration B (NEAR) | 0.1 | $2.1M | 40k | 51.28 |
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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 Msci Eafe Min Vl (EFAV) | 0.1 | $2.0M | -2% | 23k | 84.83 |
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| Netflix (NFLX) | 0.1 | $1.9M | +8% | 1.6k | 1198.92 |
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| Citigroup Com New (C) | 0.1 | $1.9M | +4% | 19k | 101.50 |
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| Pjt Partners Com Cl A (PJT) | 0.1 | $1.9M | 11k | 177.73 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.8M | +18% | 3.8k | 479.61 |
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| Eli Lilly & Co. (LLY) | 0.1 | $1.8M | +6% | 2.4k | 763.00 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $1.8M | +38% | 34k | 51.04 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $1.7M | -14% | 12k | 145.65 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.7M | 2.8k | 600.37 |
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| Abbott Laboratories (ABT) | 0.1 | $1.6M | 12k | 133.94 |
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| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.1 | $1.6M | 15k | 110.38 |
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| Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) | 0.1 | $1.6M | 13k | 125.01 |
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| McDonald's Corporation (MCD) | 0.1 | $1.6M | -3% | 5.3k | 303.89 |
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| Coupang Cl A (CPNG) | 0.1 | $1.6M | -3% | 49k | 32.20 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.5M | 6.8k | 215.78 |
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| Ge Vernova (GEV) | 0.1 | $1.4M | +3% | 2.3k | 614.90 |
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| Compass Cl A (COMP) | 0.1 | $1.4M | 172k | 8.03 |
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| Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) | 0.1 | $1.4M | 28k | 48.30 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $1.3M | 14k | 96.55 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $1.3M | -2% | 57k | 23.28 |
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| International Business Machines (IBM) | 0.1 | $1.3M | -8% | 4.6k | 282.16 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $1.3M | 9.3k | 140.95 |
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| Nextera Energy (NEE) | 0.1 | $1.3M | -5% | 17k | 75.49 |
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| Coca-Cola Company (KO) | 0.1 | $1.3M | +32% | 20k | 66.32 |
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| O'reilly Automotive (ORLY) | 0.1 | $1.3M | 12k | 107.81 |
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| Caterpillar (CAT) | 0.1 | $1.3M | 2.7k | 477.15 |
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| Dimensional Etf Trust Inflation Prote (DFIP) | 0.1 | $1.2M | -6% | 29k | 42.23 |
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| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.1 | $1.2M | 11k | 110.47 |
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| Blackrock (BLK) | 0.1 | $1.2M | -5% | 1.0k | 1165.98 |
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| United Bankshares (UBSI) | 0.1 | $1.1M | 31k | 37.21 |
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| American Express Company (AXP) | 0.1 | $1.1M | +98% | 3.4k | 332.16 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $1.1M | +3% | 6.1k | 186.49 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $1.1M | 21k | 53.40 |
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| Hubbell (HUBB) | 0.1 | $1.1M | 2.5k | 430.31 |
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| Philip Morris International (PM) | 0.1 | $1.1M | 6.6k | 162.21 |
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| Goldman Sachs (GS) | 0.1 | $1.1M | +53% | 1.3k | 796.42 |
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| Morgan Stanley Com New (MS) | 0.1 | $1.0M | +54% | 6.5k | 158.96 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.0M | -21% | 2.2k | 468.41 |
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| Chevron Corporation (CVX) | 0.1 | $1.0M | +8% | 6.5k | 155.29 |
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| Cisco Systems (CSCO) | 0.0 | $981k | +3% | 14k | 68.42 |
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| Phillips 66 (PSX) | 0.0 | $967k | NEW | 7.1k | 136.02 |
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| J P Morgan Exchange Traded F Flexible Debt Et | 0.0 | $916k | NEW | 18k | 50.22 |
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| Bank of America Corporation (BAC) | 0.0 | $910k | +62% | 18k | 51.59 |
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| salesforce (CRM) | 0.0 | $902k | +13% | 3.8k | 237.00 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $897k | +11% | 1.8k | 485.02 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $894k | -2% | 1.8k | 499.21 |
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| Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN) | 0.0 | $877k | -10% | 21k | 41.11 |
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| Wells Fargo & Company (WFC) | 0.0 | $873k | +178% | 10k | 83.82 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $869k | 5.2k | 167.33 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $858k | 33k | 26.34 |
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| Merck & Co (MRK) | 0.0 | $855k | +4% | 10k | 83.93 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $854k | -3% | 4.6k | 183.73 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $849k | 12k | 72.44 |
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| Lowe's Companies (LOW) | 0.0 | $829k | +12% | 3.3k | 251.31 |
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| Ross Stores (ROST) | 0.0 | $826k | 5.4k | 152.39 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $823k | 8.3k | 99.53 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $811k | +10% | 3.9k | 208.70 |
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| Walt Disney Company (DIS) | 0.0 | $807k | +5% | 7.0k | 114.50 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $788k | +22% | 4.3k | 182.42 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $783k | -3% | 8.2k | 95.47 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $770k | +16% | 11k | 73.46 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $761k | -4% | 2.7k | 279.29 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $755k | 2.7k | 281.86 |
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| Intel Corporation (INTC) | 0.0 | $754k | -12% | 23k | 33.55 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $754k | 1.00 | 754200.00 |
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| Booking Holdings (BKNG) | 0.0 | $740k | +9% | 137.00 | 5399.27 |
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| Altria (MO) | 0.0 | $737k | +24% | 11k | 66.06 |
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| Emerson Electric (EMR) | 0.0 | $735k | +17% | 5.6k | 131.18 |
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| Linde SHS (LIN) | 0.0 | $719k | -4% | 1.5k | 475.00 |
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| Progressive Corporation (PGR) | 0.0 | $711k | -8% | 2.9k | 246.95 |
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| CSX Corporation (CSX) | 0.0 | $694k | 20k | 35.51 |
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| Hershey Company (HSY) | 0.0 | $689k | 3.7k | 187.05 |
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| Pfizer (PFE) | 0.0 | $680k | +29% | 27k | 25.48 |
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| Stryker Corporation (SYK) | 0.0 | $659k | 1.8k | 369.67 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $654k | 7.4k | 88.96 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $644k | 1.8k | 355.47 |
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| Ishares Tr Core 80/20 Aggre (AOA) | 0.0 | $639k | 7.3k | 88.14 |
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| United Rentals (URI) | 0.0 | $638k | +2% | 668.00 | 954.66 |
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| Corning Incorporated (GLW) | 0.0 | $635k | 7.7k | 82.03 |
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| Truist Financial Corp equities (TFC) | 0.0 | $621k | 14k | 45.72 |
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| L3harris Technologies (LHX) | 0.0 | $613k | 2.0k | 305.41 |
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| F5 Networks (FFIV) | 0.0 | $610k | +5% | 1.9k | 323.19 |
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| Honeywell International (HON) | 0.0 | $608k | 2.9k | 210.50 |
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| Consolidated Edison (ED) | 0.0 | $607k | +46% | 6.0k | 100.52 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $607k | -8% | 4.3k | 142.55 |
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| UnitedHealth (UNH) | 0.0 | $596k | +49% | 1.7k | 345.30 |
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| Vanguard World Energy Etf (VDE) | 0.0 | $592k | NEW | 4.7k | 125.86 |
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| BlackRock Floating Rate Income Strat. Fn (FRA) | 0.0 | $585k | +2% | 45k | 12.98 |
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| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.0 | $574k | -4% | 23k | 24.70 |
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| At&t (T) | 0.0 | $562k | +4% | 20k | 28.24 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $561k | +77% | 1.9k | 297.62 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $552k | -2% | 17k | 31.91 |
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| Advanced Micro Devices (AMD) | 0.0 | $551k | +28% | 3.4k | 161.79 |
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| Ishares Tr Ibonds Dec 2029 (IBMR) | 0.0 | $546k | -3% | 21k | 25.53 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $546k | 9.3k | 58.85 |
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| Pepsi (PEP) | 0.0 | $546k | 3.9k | 140.44 |
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| Norfolk Southern (NSC) | 0.0 | $545k | 1.8k | 300.41 |
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| Amgen (AMGN) | 0.0 | $544k | +3% | 1.9k | 282.20 |
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| Post Holdings Inc Common (POST) | 0.0 | $542k | NEW | 5.0k | 107.48 |
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| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $541k | 6.7k | 80.17 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $536k | 2.6k | 203.59 |
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| Illinois Tool Works (ITW) | 0.0 | $527k | +135% | 2.0k | 260.76 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $515k | +5% | 1.2k | 447.23 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $512k | +21% | 4.0k | 128.24 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $503k | +25% | 520.00 | 968.09 |
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| Ecolab (ECL) | 0.0 | $494k | +17% | 1.8k | 273.86 |
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| Servicenow (NOW) | 0.0 | $488k | 530.00 | 920.28 |
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| Jacobs Engineering Group (J) | 0.0 | $486k | +9% | 3.2k | 149.86 |
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| Danaher Corporation (DHR) | 0.0 | $485k | 2.4k | 198.26 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $482k | -22% | 2.0k | 246.60 |
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| Spotify Technology S A SHS (SPOT) | 0.0 | $476k | +19% | 682.00 | 698.00 |
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| Uber Technologies (UBER) | 0.0 | $476k | +8% | 4.9k | 97.97 |
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| Sea Sponsord Ads (SE) | 0.0 | $475k | 2.7k | 178.73 |
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| Cummins (CMI) | 0.0 | $474k | 1.1k | 422.37 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $473k | -7% | 6.5k | 72.77 |
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| Franklin Bsp Rlty Tr Common Stock (FBRT) | 0.0 | $461k | +27% | 43k | 10.86 |
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| Qualcomm (QCOM) | 0.0 | $459k | 2.8k | 166.36 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $450k | 14k | 31.62 |
|
|
| Ishares Tr Ibonds Dec 27 (IBMP) | 0.0 | $449k | 18k | 25.48 |
|
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $448k | 9.7k | 46.12 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $448k | 17k | 25.71 |
|
|
| Brown & Brown (BRO) | 0.0 | $446k | +5% | 4.8k | 93.79 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $443k | NEW | 5.7k | 78.37 |
|
| Southern Company (SO) | 0.0 | $435k | +11% | 4.6k | 94.77 |
|
| Palo Alto Networks (PANW) | 0.0 | $434k | +2% | 2.1k | 203.62 |
|
| Verizon Communications (VZ) | 0.0 | $427k | +10% | 9.7k | 43.95 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $427k | +13% | 563.00 | 758.15 |
|
| Ishares Tr Ibonds Dec 28 (IBMQ) | 0.0 | $421k | -9% | 16k | 25.64 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $420k | 3.5k | 120.72 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $420k | 2.0k | 206.51 |
|
|
| Ishares Tr Global 100 Etf (IOO) | 0.0 | $417k | NEW | 3.5k | 120.01 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $415k | -14% | 2.6k | 159.89 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $411k | 2.1k | 194.50 |
|
|
| Boeing Company (BA) | 0.0 | $409k | +68% | 1.9k | 215.83 |
|
| Union Pacific Corporation (UNP) | 0.0 | $408k | -4% | 1.7k | 236.37 |
|
| Wisdomtree Tr Equity Premium (WTPI) | 0.0 | $397k | 12k | 33.27 |
|
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $389k | +7% | 1.5k | 259.44 |
|
| Intuit (INTU) | 0.0 | $389k | -15% | 569.00 | 682.91 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $386k | -2% | 2.2k | 174.58 |
|
| Williams-Sonoma (WSM) | 0.0 | $386k | 2.0k | 195.45 |
|
|
| Kkr & Co (KKR) | 0.0 | $381k | +12% | 2.9k | 129.95 |
|
| Golub Capital BDC (GBDC) | 0.0 | $380k | 28k | 13.69 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $378k | 1.3k | 293.79 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $376k | +4% | 1.1k | 352.75 |
|
| Air Products & Chemicals (APD) | 0.0 | $374k | 1.4k | 272.72 |
|
|
| Alliant Energy Corporation (LNT) | 0.0 | $369k | +5% | 5.5k | 67.41 |
|
| Metropcs Communications (TMUS) | 0.0 | $366k | +26% | 1.5k | 239.38 |
|
| Ishares Tr Esg Optimized (SUSA) | 0.0 | $365k | 2.7k | 135.65 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $359k | +2% | 1.1k | 326.36 |
|
| Fastenal Company (FAST) | 0.0 | $353k | 7.2k | 49.04 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $350k | -11% | 324.00 | 1078.60 |
|
| Starbucks Corporation (SBUX) | 0.0 | $348k | -7% | 4.1k | 84.60 |
|
| Chubb (CB) | 0.0 | $346k | -5% | 1.2k | 282.25 |
|
| Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 0.0 | $344k | 12k | 27.75 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $342k | -9% | 1.1k | 307.86 |
|
| Global X Fds Data Ctr & Digit (DTCR) | 0.0 | $336k | 16k | 20.48 |
|
|
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $333k | NEW | 1.6k | 213.73 |
|
| Capital One Financial (COF) | 0.0 | $331k | +6% | 1.6k | 212.58 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $323k | -2% | 11k | 29.11 |
|
| Dupont De Nemours (DD) | 0.0 | $320k | 4.1k | 77.90 |
|
|
| Lam Research Corp Com New (LRCX) | 0.0 | $317k | +11% | 2.4k | 133.90 |
|
| 3M Company (MMM) | 0.0 | $317k | NEW | 2.0k | 155.18 |
|
| Micron Technology (MU) | 0.0 | $316k | NEW | 1.9k | 167.32 |
|
| General Mills (GIS) | 0.0 | $316k | +16% | 6.3k | 50.42 |
|
| Corteva (CTVA) | 0.0 | $314k | 4.6k | 67.63 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $314k | 1.6k | 195.86 |
|
|
| Analog Devices (ADI) | 0.0 | $313k | +3% | 1.3k | 245.70 |
|
| Brilliant Earth Group Cl A Com (BRLT) | 0.0 | $307k | 148k | 2.07 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $305k | +5% | 895.00 | 341.00 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $299k | +5% | 401.00 | 746.51 |
|
| ConocoPhillips (COP) | 0.0 | $299k | +15% | 3.2k | 94.59 |
|
| Schwab Strategic Tr Fundamental Intl (FNDC) | 0.0 | $298k | 6.7k | 44.51 |
|
|
| Emcor (EME) | 0.0 | $297k | -24% | 457.00 | 649.54 |
|
| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.0 | $289k | -23% | 6.3k | 45.99 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $289k | 902.00 | 320.04 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $289k | -3% | 3.6k | 79.94 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $286k | 4.2k | 68.08 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $286k | -14% | 5.1k | 55.49 |
|
| Unilever Spon Adr New (UL) | 0.0 | $282k | 4.8k | 59.28 |
|
|
| Ishares Tr Ibonds Dec 26 (IBMO) | 0.0 | $282k | -6% | 11k | 25.66 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $281k | NEW | 2.3k | 123.75 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $280k | +8% | 571.00 | 490.38 |
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.0 | $279k | 11k | 26.07 |
|
|
| Sap Se Spon Adr (SAP) | 0.0 | $278k | -14% | 1.0k | 267.21 |
|
| Equity Residential Sh Ben Int (EQR) | 0.0 | $276k | 4.3k | 64.73 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $275k | 937.00 | 293.71 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $273k | +3% | 3.6k | 75.10 |
|
| Credit Acceptance (CACC) | 0.0 | $272k | 583.00 | 466.93 |
|
|
| Ishares Tr Msci India Etf (INDA) | 0.0 | $272k | 5.2k | 52.06 |
|
|
| Ferrari Nv Ord (RACE) | 0.0 | $271k | 559.00 | 485.22 |
|
|
| Paychex (PAYX) | 0.0 | $270k | +2% | 2.1k | 126.76 |
|
| Eaton Corp SHS (ETN) | 0.0 | $268k | -10% | 716.00 | 374.25 |
|
| Primerica (PRI) | 0.0 | $268k | -27% | 964.00 | 277.59 |
|
| Ishares Msci Gbl Min Vol (ACWV) | 0.0 | $268k | 2.2k | 119.91 |
|
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $266k | 1.8k | 145.60 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $263k | -20% | 9.6k | 27.30 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $261k | 2.6k | 99.95 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $260k | +8% | 3.4k | 75.39 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $260k | +4% | 426.00 | 609.32 |
|
| Shell Spon Ads (SHEL) | 0.0 | $259k | +26% | 3.6k | 71.53 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.0 | $259k | 3.8k | 67.26 |
|
|
| Gilead Sciences (GILD) | 0.0 | $257k | NEW | 2.3k | 111.00 |
|
| Wisdomtree Tr Us Total Dividnd (DTD) | 0.0 | $252k | NEW | 3.0k | 84.00 |
|
| Paypal Holdings (PYPL) | 0.0 | $245k | -2% | 3.7k | 67.06 |
|
| Medtronic SHS (MDT) | 0.0 | $241k | NEW | 2.5k | 95.24 |
|
| Toyota Motor Corp Ads (TM) | 0.0 | $240k | NEW | 1.3k | 191.12 |
|
| Kinder Morgan (KMI) | 0.0 | $237k | +3% | 8.4k | 28.31 |
|
| Bellring Brands Common Stock (BRBR) | 0.0 | $230k | NEW | 6.3k | 36.35 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $229k | NEW | 1.6k | 145.71 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $228k | 1.1k | 209.34 |
|
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $227k | 1.8k | 125.95 |
|
|
| Broadstone Net Lease (BNL) | 0.0 | $226k | -11% | 13k | 17.87 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $225k | NEW | 2.5k | 89.34 |
|
| Moody's Corporation (MCO) | 0.0 | $224k | +3% | 471.00 | 476.48 |
|
| Camden Ppty Tr Sh Ben Int (CPT) | 0.0 | $220k | -3% | 2.1k | 106.78 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $219k | +17% | 2.2k | 97.63 |
|
| Cadence Design Systems (CDNS) | 0.0 | $217k | -6% | 617.00 | 351.26 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $215k | 2.2k | 95.89 |
|
|
| Yum! Brands (YUM) | 0.0 | $213k | NEW | 1.4k | 152.00 |
|
| Rollins (ROL) | 0.0 | $212k | NEW | 3.6k | 58.74 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $210k | NEW | 8.0k | 26.30 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $210k | NEW | 1.5k | 137.80 |
|
| NewMarket Corporation (NEU) | 0.0 | $209k | NEW | 252.00 | 828.21 |
|
| SYSCO Corporation (SYY) | 0.0 | $206k | NEW | 2.5k | 82.34 |
|
| PNC Financial Services (PNC) | 0.0 | $205k | NEW | 1.0k | 200.93 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.0 | $205k | NEW | 1.6k | 130.28 |
|
| American Tower Reit (AMT) | 0.0 | $205k | NEW | 1.1k | 192.32 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $204k | -3% | 3.8k | 53.87 |
|
| Greenbrier Companies (GBX) | 0.0 | $204k | 4.4k | 46.17 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $204k | -12% | 6.5k | 31.42 |
|
| Tapestry (TPR) | 0.0 | $203k | NEW | 1.8k | 113.22 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $202k | NEW | 4.2k | 48.33 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $201k | NEW | 2.6k | 76.72 |
|
| Ford Motor Company (F) | 0.0 | $159k | +9% | 13k | 11.96 |
|
| Vera Bradley (VRA) | 0.0 | $108k | 54k | 2.01 |
|
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $46k | NEW | 10k | 4.54 |
|
Past Filings by Klingman & Associates
SEC 13F filings are viewable for Klingman & Associates going back to 2015
- Klingman & Associates 2025 Q3 filed Oct. 27, 2025
- Klingman & Associates 2025 Q2 filed July 30, 2025
- Klingman & Associates 2025 Q1 filed May 13, 2025
- Klingman & Associates 2024 Q4 filed Jan. 31, 2025
- 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