Klingman & Associates, LLC Incresed Positions in Q3 2024

Klingman & Associates, LLC

  • $1.61 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
9.56K
+ 1.86%
$520.18 - $576.82 $4.97M - $5.51M
523K $301M
VEA
Vanguard Ftse Developed Market

ETFs
114K
+ 15.96%
$47.6 - $53.31 $5.42M - $6.07M
827K $43.7M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
51.6K
+ 3.95%
$57.32 - $62.65 $2.96M - $3.23M
1.36M $84.7M
AAPL
Apple Inc.

Technology
9.39K
+ 3.92%
$207.23 - $234.82 $1.95M - $2.21M
249K $58M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
12.6K
+ 2.43%
$105.53 - $118.34 $1.33M - $1.49M
532K $62.2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
65K
+ 11.57%
$41.9 - $48.26 $2.72M - $3.14M
627K $30M
IEFA
Ishares Tr

ETFs
13.8K
+ 2.51%
$70.09 - $78.74 $971K - $1.09M
566K $44.2M
XOM
Exxon Mobil Corp

Energy
25.7K
+ 97.53%
$109.72 - $119.0 $2.82M - $3.06M
52K $6.1M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
115K
+ 17.51%
$20.12 - $21.28 $2.32M - $2.45M
774K $16.4M
IBDV
Ishares Tr

Technology
91.4K
+ 10.29%
$21.11 - $22.24 $1.93M - $2.03M
979K $21.7M
RWL
Invesco Exchange Traded Fd Tr

ETFs
5.79K
+ 2.25%
$90.36 - $98.07 $523K - $568K
263K $25.8M
COST
Costco Wholesale Corp

Consumer Defensive
2.04K
+ 181.71%
$801.83 - $917.05 $1.63M - $1.87M
3.16K $2.8M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
25.8K
+ 2.18%
$22.51 - $23.57 $581K - $608K
1.21M $28.5M
V
Visa Inc.

Financial Services
5.5K
+ 144.01%
$253.74 - $291.56 $1.39M - $1.6M
9.31K $2.56M
TMO
Thermo Fisher Scientific Inc.

Healthcare
2.35K
+ 300.13%
$531.86 - $624.21 $1.25M - $1.47M
3.14K $1.94M
GOOG
Alphabet Inc.

Communication Services
10.4K
+ 66.23%
$149.54 - $192.66 $1.56M - $2.01M
26.2K $4.37M
VTI
Vanguard Total Stock Market Et

ETFs
2.73K
+ 6.12%
$255.18 - $283.2 $697K - $773K
47.4K $13.4M
HD
Home Depot, Inc.

Consumer Cyclical
2.31K
+ 38.83%
$333.64 - $405.2 $770K - $935K
8.25K $3.34M
NYF
Ishares New York Muni Bond ETF

ETFs
18.9K
+ 10.64%
$53.13 - $54.36 $1.01M - $1.03M
197K $10.7M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
16
+ 0.01%
$81.1 - $89.18 $1.3K - $1.43K
301K $26.4M
SYK
Stryker Corp

Healthcare
2.82K
+ 321.89%
$315.94 - $371.96 $892K - $1.05M
3.7K $1.34M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.32K
+ 16.38%
$405.19 - $478.57 $533K - $630K
9.35K $4.3M
ADP
Automatic Data Processing Inc

Industrials
3.03K
+ 63.41%
$233.44 - $279.45 $708K - $848K
7.82K $2.16M
UNH
Unitedhealth Group Inc

Healthcare
1.38K
+ 148.49%
$488.01 - $604.18 $671K - $831K
2.3K $1.35M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2.39K
+ 0.23%
$24.62 - $25.59 $58.9K - $61.2K
1.06M $27.1M
ABBV
Abb Vie Inc.

Healthcare
3.07K
+ 35.7%
$163.84 - $199.33 $503K - $612K
11.7K $2.3M
JPM
Jpmorgan Chase & CO

Financial Services
2.73K
+ 11.11%
$194.9 - $224.8 $531K - $613K
27.3K $5.75M
IEMG
Ishares Inc

ETFs
12.9K
+ 7.59%
$53.64 - $53.64 $690K - $690K
182K $9.79M
NEE
Nextera Energy Inc

Utilities
5.81K
+ 36.99%
$69.9 - $84.97 $406K - $494K
21.5K $1.82M
TJX
Tjx Companies Inc

Consumer Cyclical
5.09K
+ 45.24%
$107.93 - $120.23 $549K - $612K
16.3K $1.92M
NVDA
Nvidia Corp

Technology
5.27K
+ 21.25%
$98.91 - $134.91 $521K - $711K
30.1K $3.65M
MCD
Mcdonalds Corp

Consumer Cyclical
1.4K
+ 49.7%
$245.82 - $304.51 $345K - $427K
4.23K $1.29M
MSFT
Microsoft Corp

Technology
2.34K
+ 8.43%
$395.15 - $467.56 $925K - $1.09M
30.1K $13M
AVGO
Broadcom Inc.

Technology
7.55K
+ 1421.85%
$136.27 - $1745.86 $1.03M - $13.2M
8.08K $1.39M
AMZN
Amazon Com Inc

Consumer Cyclical
4.19K
+ 10.49%
$161.02 - $200.0 $675K - $839K
44.2K $8.23M
ABT
Abbott Laboratories

Healthcare
3.69K
+ 47.9%
$100.07 - $118.13 $369K - $436K
11.4K $1.3M
DE
Deere & CO

Industrials
1.07K
+ 146.65%
$344.84 - $418.0 $370K - $448K
1.8K $752K
TXN
Texas Instruments Inc

Technology
2.31K
+ 157.95%
$194.6 - $194.6 $449K - $449K
3.77K $732K
ACN
Accenture PLC

Technology
1.08K
+ 87.65%
$295.44 - $355.81 $319K - $384K
2.31K $816K
MA
Mastercard Inc

Financial Services
46
+ 0.62%
$429.6 - $500.99 $19.8K - $23K
7.44K $3.67M
IBM
International Business Machines Corp

Technology
1.05K
+ 30.13%
$175.1 - $223.38 $185K - $235K
4.55K $1.01M
CRM
Salesforce, Inc.

Technology
1.35K
+ 94.4%
$238.42 - $276.53 $322K - $373K
2.78K $760K
ORCL
Oracle Corp

Technology
29
+ 0.25%
$125.9 - $170.35 $3.65K - $4.94K
11.5K $1.96M
TSLA
Tesla, Inc.

Consumer Cyclical
130
+ 3.23%
$191.76 - $263.26 $24.9K - $34.2K
4.16K $1.09M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2.11K
+ 80.37%
$112.99 - $126.45 $238K - $267K
4.73K $596K
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
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
30
+ 0.35%
$475.2 - $527.7 $14.3K - $15.8K
8.63K $4.55M
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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