Klingman & Associates, LLC Incresed Positions in Q3 2025

Klingman & Associates, LLC

  • $1.97 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
12.4K
+ 4.78%
$202.38 - $256.87 $2.51M - $3.19M
272K $69.3M
IEFA
Ishares Tr

ETFs
93K
+ 12.48%
$81.7 - $87.53 $7.6M - $8.14M
839K $73.2M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
161K
+ 9.94%
$49.78 - $50.75 $8.01M - $8.16M
1.78M $90.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
47K
+ 3.36%
$62.09 - $66.51 $2.92M - $3.12M
1.44M $94.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
17K
+ 3.19%
$108.46 - $120.63 $1.85M - $2.05M
552K $65.5M
VEA
Vanguard Ftse Developed Market

ETFs
65.9K
+ 6.55%
$56.02 - $60.3 $3.69M - $3.97M
1.07M $64.2M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
161K
+ 31.34%
$24.97 - $25.78 $4.02M - $4.15M
675K $17.3M
CFG
Citizens Financial Group Inc

Financial Services
56
+ 0.01%
$46.1 - $53.65 $2.58K - $3K
447K $23.8M
JPM
Jpmorgan Chase & CO

Financial Services
7.94K
+ 38.42%
$282.78 - $316.06 $2.24M - $2.51M
28.6K $9.02M
NVDA
Nvidia Corp

Technology
7.9K
+ 14.8%
$153.3 - $186.58 $1.21M - $1.47M
61.3K $11.4M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
108K
+ 8.27%
$20.77 - $21.32 $2.25M - $2.31M
1.42M $30.1M
IBDV
Ishares Tr

Technology
97K
+ 7.25%
$21.75 - $22.22 $2.11M - $2.16M
1.44M $31.8M
GOOGL
Alphabet Inc.

Communication Services
2.68K
+ 11.63%
$174.36 - $254.72 $468K - $683K
25.8K $6.26M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
75.3K
+ 5.59%
$23.13 - $23.54 $1.74M - $1.77M
1.42M $33.4M
RWL
Invesco Exchange Traded Fd Tr

ETFs
762
+ 0.27%
$102.17 - $110.66 $77.9K - $84.3K
286K $31.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.84K
+ 26.45%
$459.11 - $506.91 $1.31M - $1.44M
13.6K $6.84M
MSFT
Microsoft Corp

Technology
1.49K
+ 4.38%
$491.09 - $535.64 $733K - $799K
35.5K $18.4M
DE
Deere & CO

Industrials
3.25K
+ 164.79%
$457.26 - $524.37 $1.49M - $1.7M
5.22K $2.39M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
47.9K
+ 4.3%
$25.24 - $25.56 $1.21M - $1.22M
1.16M $29.6M
AMZN
Amazon Com Inc

Consumer Cyclical
5.83K
+ 11.4%
$211.65 - $238.24 $1.23M - $1.39M
57K $12.5M
IEMG
Ishares Inc

ETFs
22.3K
+ 5.1%
N/A
459K $24.6M
TSLA
Tesla, Inc.

Consumer Cyclical
737
+ 11.46%
$293.94 - $444.72 $217K - $328K
7.17K $3.19M
WMT
Walmart Inc.

Consumer Defensive
10.2K
+ 99.17%
$94.4 - $104.27 $960K - $1.06M
20.4K $2.11M
AVGO
Broadcom Inc.

Technology
1.3K
+ 11.5%
$264.74 - $369.57 $345K - $482K
12.6K $4.17M
ORCL
Oracle Corp

Technology
310
+ 2.18%
$218.96 - $328.33 $67.9K - $102K
14.5K $4.09M
NYF
Ishares New York Muni Bond ETF

ETFs
10.8K
+ 4.87%
$51.6 - $53.44 $558K - $578K
233K $12.4M
AXP
American Express CO

Financial Services
1.69K
+ 98.09%
$294.27 - $342.31 $498K - $579K
3.42K $1.13M
WFC
Wells Fargo & Company

Financial Services
6.68K
+ 178.98%
$77.05 - $85.16 $515K - $569K
10.4K $873K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
21
+ 0.19%
$567.77 - $614.76 $11.9K - $12.9K
11.1K $6.8M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
9.54K
+ 38.36%
$50.81 - $51.07 $485K - $487K
34.4K $1.76M
GS
Goldman Sachs Group Inc

Financial Services
467
+ 53.01%
$696.56 - $806.32 $325K - $377K
1.35K $1.07M
XOM
Exxon Mobil Corp

Energy
2.36K
+ 6.46%
$105.83 - $117.22 $250K - $277K
38.9K $4.39M
META
Meta Platforms, Inc.

Communication Services
629
+ 10.69%
$695.21 - $791.73 $437K - $498K
6.52K $4.78M
MS
Morgan Stanley

Financial Services
2.27K
+ 54.04%
$139.09 - $161.16 $316K - $366K
6.48K $1.03M
GE
General Electric CO

Industrials
119
+ 1.3%
$244.75 - $305.63 $29.1K - $36.4K
9.26K $2.78M
VUG
Vanguard Growth ETF

ETFs
606
+ 18.91%
$433.97 - $484.08 $263K - $293K
3.81K $1.83M
BAC
Bank Of America Corp

Financial Services
6.81K
+ 62.94%
$44.92 - $52.42 $306K - $357K
17.6K $910K
LAMR
Lamar Advertising CO

Real Estate
3.02K
+ 18.93%
$114.98 - $128.82 $347K - $389K
19K $2.32M
C
Citigroup Inc

Financial Services
740
+ 4.05%
$85.57 - $103.49 $63.3K - $76.6K
19K $1.93M
PG
Procter & Gamble CO

Consumer Defensive
2.84K
+ 20.55%
$150.47 - $161.22 $427K - $457K
16.6K $2.56M
BX
Blackstone Inc.

Financial Services
67
+ 0.45%
$152.77 - $188.68 $10.2K - $12.6K
15.1K $2.58M
ITW
Illinois Tool Works Inc

Industrials
1.16K
+ 135.16%
$252.31 - $269.41 $293K - $313K
2.02K $526K
PLTR
Palantir Technologies Inc.

Technology
790
+ 22.37%
$130.68 - $186.97 $103K - $148K
4.32K $788K
VBK
Vanguard Small Cap Growth ETF

ETFs
824
+ 77.66%
$276.51 - $305.12 $228K - $251K
1.89K $561K
KO
Coca Cola CO

Consumer Defensive
4.81K
+ 32.75%
$65.67 - $71.67 $316K - $345K
19.5K $1.29M
VEU
Vanguard Ftse All World Ex Us

ETFs
573
+ 1.12%
$66.38 - $71.68 $38K - $41.1K
51.7K $3.69M
CAT
Caterpillar Inc

Industrials
38
+ 1.45%
$390.92 - $477.15 $14.9K - $18.1K
2.66K $1.27M
IXUS
Ishares Tr

ETFs
1.17K
+ 4.05%
$76.35 - $82.58 $88.9K - $96.2K
29.9K $2.47M
UNH
Unitedhealth Group Inc

Healthcare
568
+ 49.01%
$237.77 - $353.61 $135K - $201K
1.73K $596K
Activity Summary
Buys All Purchases 175 New Holdings 30 Increased Positions 145 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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