Klingman & Associates, LLC Purchases in Q3 2024

Klingman & Associates, LLC

  • $1.61 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
UBER
Uber Technologies, Inc

Technology
5.04K
New
$58.48 - $77.47 $295K - $391K
5.04K $379K
STLD
Steel Dynamics Inc

Basic Materials
3.7K
New
N/A
3.7K $362K
PGR
Progressive Corp

Financial Services
1.42K
New
$209.46 - $259.24 $297K - $368K
1.42K $360K
NOW
Service Now, Inc.

Technology
381
New
$730.87 - $937.36 $278K - $357K
381 $340K
ORCL
Oracle Corp

Technology
29
+ 0.25%
$125.9 - $170.35 $3.65K - $4.94K
11.5K $1.96M
ZTS
Zoetis Inc.

Healthcare
1.7K
New
$172.58 - $196.48 $294K - $335K
1.7K $332K
PRU
Prudential Financial Inc

Financial Services
2.62K
New
$105.53 - $127.32 $277K - $334K
2.62K $317K
INDA
Ishares Msci India Index Fund

ETFs
5.22K
New
$54.86 - $59.22 $286K - $309K
5.22K $305K
IDXX
Idexx Laboratories Inc

Healthcare
605
New
$455.08 - $517.19 $275K - $313K
605 $305K
TSLA
Tesla, Inc.

Consumer Cyclical
130
+ 3.23%
$191.76 - $263.26 $24.9K - $34.2K
4.16K $1.09M
PG
Procter & Gamble CO

Consumer Defensive
1.19K
+ 12.93%
$160.76 - $177.82 $191K - $212K
10.4K $1.8M
JNJ
Johnson & Johnson

Healthcare
214
+ 1.42%
$145.48 - $167.38 $31.1K - $35.8K
15.3K $2.48M
CVX
Chevron Corp

Energy
2.11K
+ 52.79%
$137.88 - $161.97 $291K - $341K
6.1K $898K
DOW
Dow Inc.

Basic Materials
5.02K
New
$50.15 - $55.41 $252K - $278K
5.02K $274K
QLD
Proshares Ultra Qqq

ETFs
2.52K
New
$81.06 - $109.83 $204K - $276K
2.52K $253K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
30
+ 0.35%
$475.2 - $527.7 $14.3K - $15.8K
8.63K $4.55M
URA
Global X Uranium ETF

ETFs
8.61K
New
$23.18 - $31.26 $199K - $269K
8.61K $246K
CTVA
Corteva, Inc.

Basic Materials
4.07K
New
$50.72 - $58.78 $206K - $239K
4.07K $239K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
4.02K
New
$52.27 - $60.45 $210K - $243K
4.02K $238K
SJM
J M Smucker CO

Consumer Defensive
1.9K
New
$109.12 - $122.4 $208K - $233K
1.9K $230K
CPNG
Coupang, Inc.

Consumer Cyclical
33
+ 0.06%
$19.79 - $24.92 $653 - $822
59.6K $1.46M
KO
Coca Cola CO

Consumer Defensive
2.2K
+ 32.01%
$62.69 - $73.01 $138K - $161K
9.07K $651K
LMT
Lockheed Martin Corp

Industrials
19
+ 1.11%
$460.3 - $584.56 $8.75K - $11.1K
1.73K $1.01M
GD
General Dynamics Corp

Industrials
683
New
$279.51 - $308.09 $191K - $210K
683 $206K
ICF
Ishares Tr

ETFs
3.12K
New
$56.77 - $67.33 $177K - $210K
3.12K $205K
CB
Chubb LTD

Financial Services
706
New
$252.51 - $292.2 $178K - $206K
706 $203K
FNDC
Schwab Fundamental Intl Small

ETFs
5.3K
New
$33.85 - $38.5 $179K - $204K
5.3K $202K
DIS
Walt Disney CO

Communication Services
2.17K
+ 39.29%
$85.6 - $98.61 $186K - $214K
7.71K $741K
IAU
Ishares Gold Trust

ETFs
3.33K
+ 71.68%
$44.06 - $50.5 $147K - $168K
7.98K $396K
HDV
Ishares Core High Dividend ETF

ETFs
9
+ 0.04%
$107.62 - $118.76 $969 - $1.07K
21.3K $2.5M
DD
Du Pont De Nemours, Inc.

Basic Materials
1.55K
+ 62.34%
$77.22 - $89.49 $120K - $139K
4.04K $359K
WMT
Walmart Inc.

Consumer Defensive
52
+ 0.59%
$66.91 - $81.4 $3.48K - $4.23K
8.9K $718K
GOOGL
Alphabet Inc.

Communication Services
2.22K
+ 14.25%
$148.65 - $191.18 $330K - $424K
17.8K $2.95M
SBUX
Starbucks Corp

Consumer Cyclical
635
+ 24.11%
$72.51 - $98.6 $46K - $62.6K
3.27K $318K
DHR
Danaher Corp

Healthcare
211
+ 11.68%
$239.25 - $280.76 $50.5K - $59.2K
2.02K $560K
URI
United Rentals, Inc.

Industrials
1
+ 0.15%
$627.41 - $814.1 $627 - $814
654 $529K
VBR
Vanguard Small Cap Value ETF

ETFs
2
+ 0.04%
$179.99 - $201.6 $360 - $403
5.21K $1.05M
SCHX
Schwab Strategic Tr Us Large C

ETFs
900
+ 10.03%
$61.11 - $67.85 $55K - $61.1K
9.88K $670K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
90
+ 0.28%
$36.98 - $41.55 $3.33K - $3.74K
32.7K $1.35M
GIS
General Mills Inc

Consumer Defensive
93
+ 1.77%
$62.5 - $75.15 $5.81K - $6.99K
5.36K $395K
PM
Philip Morris International Inc.

Consumer Defensive
8
+ 0.27%
$101.25 - $127.45 $810 - $1.02K
2.99K $363K
ED
Consolidated Edison Inc

Utilities
168
+ 6.52%
$88.42 - $104.97 $14.9K - $17.6K
2.75K $285K
ISRG
Intuitive Surgical Inc

Healthcare
44
+ 6.46%
$416.14 - $494.01 $18.3K - $21.7K
725 $356K
AVUV
American Centy ETF Tr Avantis

ETFs
25
+ 0.31%
$88.24 - $99.7 $2.21K - $2.49K
8.16K $782K
PH
Parker Hannifin Corp

Industrials
1
+ 0.24%
$501.01 - $635.92 $501 - $636
421 $265K
GLD
Spdr Gold Trust

ETFs
5
+ 0.29%
$215.56 - $246.98 $1.08K - $1.23K
1.75K $424K
LNT
Alliant Energy Corp

Utilities
9
+ 0.18%
$50.74 - $60.74 $457 - $547
4.95K $300K
SO
Southern CO

Utilities
34
+ 0.95%
$77.0 - $90.52 $2.62K - $3.08K
3.62K $326K
CAT
Caterpillar Inc

Industrials
15
+ 2.28%
$316.8 - $391.12 $4.75K - $5.87K
673 $263K
Activity Summary
Buys All Purchases 131 New Holdings 25 Increased Positions 106 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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