Klingman & Associates, LLC Purchases in Q2 2025

Klingman & Associates, LLC

  • $1.8 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WCN
Waste Connections, Inc.

Industrials
1.13K
New
$183.26 - $199.95 $207K - $226K
1.13K $211K
VXF
Vanguard Extended Market ETF

ETFs
1.09K
New
$150.43 - $192.71 $164K - $210K
1.09K $210K
FNDE
Schwab Fundamental Emerging Mk

ETFs
6.32K
New
$26.66 - $33.09 $168K - $209K
6.32K $208K
PRU
Prudential Financial Inc

Financial Services
1.93K
New
$95.12 - $112.71 $184K - $218K
1.93K $207K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
466
New
$421.16 - $509.5 $196K - $237K
466 $207K
XLF
Financial Sector Spdr

ETFs
3.94K
New
$43.92 - $52.37 $173K - $206K
3.94K $206K
BSX
Boston Scientific Corp

Healthcare
1.91K
New
$89.7 - $107.41 $172K - $206K
1.91K $205K
TJX
Tjx Companies Inc

Consumer Cyclical
1.47K
+ 11.03%
$119.13 - $135.03 $175K - $199K
14.8K $1.83M
CDNS
Cadence Design Systems Inc

Technology
660
New
$231.64 - $323.08 $153K - $213K
660 $203K
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.24K
New
$73.7 - $90.98 $165K - $204K
2.24K $203K
ITOT
Ishares Core S&P Total U.S. St

ETFs
201
+ 1.5%
$108.12 - $135.04 $21.7K - $27.1K
13.6K $1.84M
IGM
Ishares Expanded Tech Sector E

ETFs
1.8K
New
$79.8 - $112.34 $144K - $202K
1.8K $202K
NOC
Northrop Grumman Corp

Industrials
406
New
$456.3 - $540.39 $185K - $219K
406 $202K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
382
New
$483.07 - $625.6 $185K - $239K
382 $200K
NOW
Service Now, Inc.

Technology
97
+ 22.25%
$721.65 - $1040.18 $70K - $101K
533 $547K
NVO
Novo Nordisk A S

Healthcare
2.75K
+ 83.37%
$58.08 - $81.05 $160K - $223K
6.06K $417K
T
At&T Inc.

Communication Services
6.19K
+ 47.91%
$26.33 - $28.94 $163K - $179K
19.1K $552K
WMT
Walmart Inc.

Consumer Defensive
913
+ 9.77%
$81.79 - $99.98 $74.7K - $91.3K
10.3K $1M
RJF
Raymond James Financial Inc

Financial Services
36
+ 0.3%
$123.65 - $153.88 $4.45K - $5.54K
12.2K $1.88M
LLY
Eli Lilly & CO

Healthcare
346
+ 18.35%
$713.71 - $898.95 $247K - $311K
2.23K $1.74M
GS
Goldman Sachs Group Inc

Financial Services
70
+ 8.63%
$462.22 - $707.75 $32.4K - $49.5K
881 $623K
ISRG
Intuitive Surgical Inc

Healthcare
254
+ 30.27%
$451.58 - $565.94 $115K - $144K
1.09K $593K
IWF
Ishares Russell 1000 Gr ETF

ETFs
2
+ 0.07%
$320.42 - $424.58 $641 - $849
2.77K $1.18M
LAMR
Lamar Advertising CO

Real Estate
417
+ 2.68%
$102.35 - $121.67 $42.7K - $50.7K
16K $1.94M
VB
Vanguard Small Cap ETF

ETFs
20
+ 0.19%
$193.73 - $237.37 $3.87K - $4.75K
10.7K $2.53M
XLK
Technology Sector Spdr

ETFs
175
+ 6.99%
$179.73 - $253.23 $31.5K - $44.3K
2.68K $678K
VZ
Verizon Communications Inc

Communication Services
3.89K
+ 78.94%
$41.67 - $45.62 $162K - $177K
8.81K $381K
UNP
Union Pacific Corp

Industrials
667
+ 58.3%
$208.27 - $238.46 $139K - $159K
1.81K $416K
KO
Coca Cola CO

Consumer Defensive
2.17K
+ 17.32%
$68.37 - $73.9 $148K - $160K
14.7K $1.04M
AOA
Ishares Tr Core Aggressive All

ETFs
1.18K
+ 19.33%
$69.46 - $83.4 $81.6K - $98K
7.25K $604K
ROLL
Rbc Bearings Inc

Industrials
563
New
N/A
563 $138K
ARES
Ares Management Corp

Financial Services
392
+ 14.87%
$118.04 - $175.83 $46.3K - $68.9K
3.03K $524K
PG
Procter & Gamble CO

Consumer Defensive
1.68K
+ 13.9%
$157.66 - $172.39 $265K - $290K
13.8K $2.2M
ADP
Automatic Data Processing Inc

Industrials
365
+ 5.4%
$276.76 - $326.81 $101K - $119K
7.13K $2.2M
QCOM
Qualcomm Inc

Technology
724
+ 36.13%
$124.66 - $159.48 $90.3K - $115K
2.73K $434K
LOW
Lowes Companies Inc

Consumer Cyclical
661
+ 29.12%
$210.83 - $235.28 $139K - $156K
2.93K $650K
CB
Chubb LTD

Financial Services
444
+ 52.48%
$274.32 - $302.46 $122K - $134K
1.29K $373K
VRA
Vera Bradley, Inc.

Consumer Cyclical
53.7K
New
$1.77 - $2.58 $95.1K - $139K
53.7K $118K
MO
Altria Group, Inc.

Consumer Defensive
2.1K
+ 30.55%
$55.56 - $60.91 $117K - $128K
8.98K $526K
CRM
Salesforce, Inc.

Technology
356
+ 11.87%
$236.26 - $291.15 $84.1K - $104K
3.35K $914K
EEM
Ishares Msci Emerging Markets

ETFs
298
+ 1.48%
$38.52 - $48.28 $11.5K - $14.4K
20.5K $987K
PANW
Palo Alto Networks Inc

Technology
200
+ 10.61%
$152.44 - $204.64 $30.5K - $40.9K
2.09K $426K
NEE
Nextera Energy Inc

Utilities
1.83K
+ 11.22%
$64.11 - $75.0 $118K - $137K
18.2K $1.26M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
449
+ 0.05%
$23.96 - $24.27 $10.8K - $10.9K
991K $24.1M
TFC
Truist Financial Corp

Financial Services
1.75K
+ 14.86%
$34.79 - $42.99 $60.8K - $75.1K
13.5K $580K
AMGN
Amgen Inc

Healthcare
505
+ 37.41%
$262.28 - $309.85 $132K - $156K
1.86K $517K
ECL
Ecolab Inc.

Basic Materials
280
+ 22.22%
$225.65 - $270.95 $63.2K - $75.9K
1.54K $414K
LHX
L3 Harris Technologies, Inc.

Industrials
42
+ 2.16%
$200.21 - $256.99 $8.41K - $10.8K
1.99K $498K
DHR
Danaher Corp

Healthcare
513
+ 25.94%
$174.64 - $205.16 $89.6K - $105K
2.49K $492K
Activity Summary
Buys All Purchases 204 New Holdings 59 Increased Positions 145 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Klingman & Associates, LLC Portfolio

Follow Klingman & Associates, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Klingman & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Klingman & Associates, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email