Klingman & Associates, LLC Incresed Positions in Q2 2025

Klingman & Associates, LLC

  • $1.8 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
26.5K
+ 3.85%
$71.83 - $95.32 $1.91M - $2.53M
716K $68.2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
176K
+ 21.76%
$39.89 - $49.46 $7.02M - $8.7M
984K $48.7M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
210K
+ 14.9%
$49.57 - $50.27 $10.4M - $10.6M
1.62M $81.4M
IEFA
Ishares Tr

ETFs
46.8K
+ 6.7%
$67.83 - $84.09 $3.18M - $3.94M
746K $62.2M
IEMG
Ishares Inc

ETFs
170K
+ 63.6%
N/A
436K $23.4M
VEA
Vanguard Ftse Developed Market

ETFs
42.1K
+ 4.37%
$45.65 - $57.01 $1.92M - $2.4M
1.01M $57.3M
MSFT
Microsoft Corp

Technology
3.79K
+ 12.54%
$354.56 - $497.45 $1.34M - $1.89M
34.1K $16.9M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
64.1K
+ 5.67%
$45.11 - $52.34 $2.89M - $3.36M
1.2M $62.6M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
24.9K
+ 8.22%
$70.44 - $86.87 $1.75M - $2.16M
328K $28.5M
NVDA
Nvidia Corp

Technology
12.7K
+ 31.1%
$94.31 - $157.99 $1.19M - $2M
53.4K $8.43M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
121K
+ 30.66%
$24.31 - $25.29 $2.93M - $3.05M
514K $13M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
26.2K
+ 7.56%
$66.87 - $79.47 $1.75M - $2.08M
372K $29.6M
AMZN
Amazon Com Inc

Consumer Cyclical
5.61K
+ 12.31%
$167.32 - $223.3 $939K - $1.25M
51.2K $11.2M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
22.3K
+ 8.51%
$67.03 - $80.35 $1.49M - $1.79M
284K $22.7M
AVGO
Broadcom Inc.

Technology
2.71K
+ 31.46%
$146.29 - $275.65 $397K - $748K
11.3K $3.12M
META
Meta Platforms, Inc.

Communication Services
972
+ 19.78%
$484.66 - $738.09 $471K - $717K
5.89K $4.34M
RWL
Invesco Exchange Traded Fd Tr

ETFs
417
+ 0.15%
$89.02 - $104.29 $37.1K - $43.5K
285K $29.7M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
18
+ 0.04%
$468.22 - $566.51 $8.43K - $10.2K
42.4K $24M
JLL
Jones Lang Lasalle Inc

Real Estate
4.67K
+ 18.43%
$204.57 - $256.96 $955K - $1.2M
30K $7.67M
ORCL
Oracle Corp

Technology
1.9K
+ 15.47%
$122.82 - $218.63 $234K - $416K
14.2K $3.11M
C
Citigroup Inc

Financial Services
14.6K
+ 401.81%
$58.13 - $85.12 $851K - $1.25M
18.3K $1.56M
JPM
Jpmorgan Chase & CO

Financial Services
1.32K
+ 6.8%
$210.28 - $289.91 $277K - $381K
20.7K $5.99M
GOOGL
Alphabet Inc.

Communication Services
3.82K
+ 19.8%
$144.7 - $178.6 $552K - $681K
23.1K $4.07M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
29.2K
+ 2.27%
$20.23 - $21.04 $590K - $614K
1.31M $27.6M
IBDV
Ishares Tr

Technology
26.2K
+ 1.99%
$21.28 - $21.98 $557K - $575K
1.34M $29.4M
NFLX
Netflix Inc

Communication Services
265
+ 21.69%
$855.86 - $1339.13 $227K - $355K
1.49K $1.99M
TSLA
Tesla, Inc.

Consumer Cyclical
1.38K
+ 27.37%
$221.86 - $362.89 $307K - $502K
6.43K $2.04M
AMAT
Applied Materials Inc

Technology
167
+ 0.91%
$126.95 - $183.52 $21.2K - $30.6K
18.6K $3.41M
GE
General Electric CO

Industrials
650
+ 7.66%
$166.81 - $257.39 $108K - $167K
9.14K $2.35M
GOOG
Alphabet Inc.

Communication Services
492
+ 1.88%
$146.58 - $180.01 $72.1K - $88.6K
26.7K $4.73M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
14K
+ 1.05%
$22.7 - $23.33 $317K - $326K
1.35M $31.4M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
14.7K
+ 1.34%
$24.94 - $25.42 $366K - $373K
1.11M $28.3M
CAT
Caterpillar Inc

Industrials
1.02K
+ 63.26%
$273.94 - $388.21 $278K - $394K
2.62K $1.02M
PM
Philip Morris International Inc.

Consumer Defensive
2.04K
+ 44.53%
$149.23 - $184.95 $304K - $377K
6.62K $1.2M
CPNG
Coupang, Inc.

Consumer Cyclical
2.76K
+ 5.73%
$19.76 - $30.81 $54.6K - $85.2K
51K $1.53M
CSX
Csx Corp

Industrials
12.6K
+ 182.92%
$26.69 - $32.91 $335K - $413K
19.4K $633K
VUG
Vanguard Growth ETF

ETFs
549
+ 20.68%
$329.49 - $438.4 $181K - $241K
3.2K $1.4M
V
Visa Inc.

Financial Services
1.01K
+ 12.85%
$308.27 - $373.31 $310K - $375K
8.82K $3.13M
AXP
American Express CO

Financial Services
893
+ 107.46%
$231.39 - $318.98 $207K - $285K
1.72K $549K
SCHW
Schwab Charles Corp

Financial Services
2.75K
+ 47.49%
$69.06 - $91.24 $190K - $251K
8.54K $778K
IBM
International Business Machines Corp

Technology
364
+ 7.77%
$221.03 - $294.78 $80.5K - $107K
5.05K $1.49M
CSCO
Cisco Systems, Inc.

Technology
3.09K
+ 28.87%
$53.19 - $69.38 $164K - $214K
13.8K $956K
COST
Costco Wholesale Corp

Consumer Defensive
161
+ 5.25%
$908.13 - $1056.85 $146K - $170K
3.23K $3.2M
ABT
Abbott Laboratories

Healthcare
1.88K
+ 17.67%
$123.95 - $138.08 $233K - $259K
12.5K $1.7M
MA
Mastercard Inc

Financial Services
321
+ 4.45%
$479.92 - $590.74 $154K - $190K
7.54K $4.23M
IXUS
Ishares Tr

ETFs
905
+ 3.25%
$62.37 - $77.63 $56.4K - $70.3K
28.8K $2.22M
VTV
Vanguard Value ETF

ETFs
1.46K
+ 33.19%
$153.67 - $176.74 $225K - $259K
5.87K $1.04M
TXN
Texas Instruments Inc

Technology
1.35K
+ 39.35%
N/A
4.8K $933K
EMR
Emerson Electric CO

Industrials
1.19K
+ 33.37%
$94.15 - $133.33 $112K - $159K
4.75K $633K
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
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