Klingman & Associates, LLC Incresed Positions in Q1 2025

Klingman & Associates, LLC

  • $1.63 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
102K
+ 7.82%
$48.43 - $49.9 $4.95M - $5.1M
1.41M $70.3M
VEA
Vanguard Ftse Developed Market

ETFs
80.6K
+ 9.13%
$47.4 - $52.99 $3.82M - $4.27M
963K $49M
IEFA
Ishares Tr

ETFs
42.6K
+ 6.5%
$69.57 - $78.65 $2.97M - $3.35M
699K $52.9M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
258K
+ 25.19%
$20.1 - $20.8 $5.19M - $5.37M
1.28M $26.6M
IBDV
Ishares Tr

Technology
144K
+ 12.28%
$21.11 - $21.73 $3.03M - $3.12M
1.31M $28.5M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
31.9K
+ 4.11%
$42.5 - $46.71 $1.36M - $1.49M
808K $36.6M
RWL
Invesco Exchange Traded Fd Tr

ETFs
17K
+ 6.35%
$96.9 - $104.39 $1.65M - $1.77M
284K $28.2M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
33.9K
+ 3.09%
$49.78 - $53.19 $1.69M - $1.8M
1.13M $57.8M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
51K
+ 3.98%
$22.61 - $23.14 $1.15M - $1.18M
1.33M $30.8M
IEMG
Ishares Inc

ETFs
24.3K
+ 10.03%
N/A
267K $14.3M
COMP
Compass, Inc.

Technology
72.3K
+ 72.32%
$5.35 - $10.24 $387K - $741K
172K $1.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.18K
+ 24.4%
$507.05 - $563.67 $1.11M - $1.23M
11.1K $5.72M
VEU
Vanguard Ftse All World Ex Us

ETFs
11K
+ 27.41%
$56.51 - $62.98 $622K - $693K
51.1K $3.1M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
11.6K
+ 1.07%
$24.79 - $25.26 $289K - $294K
1.1M $27.8M
JNJ
Johnson & Johnson

Healthcare
2.01K
+ 13.39%
$142.06 - $167.7 $285K - $336K
17K $2.82M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
12K
+ 59.4%
$50.72 - $50.92 $609K - $611K
32.2K $1.64M
ABBV
Abb Vie Inc.

Healthcare
476
+ 4.25%
$169.2 - $216.66 $80.5K - $103K
11.7K $2.45M
JPM
Jpmorgan Chase & CO

Financial Services
1.25K
+ 6.9%
$225.19 - $279.95 $281K - $349K
19.3K $4.75M
CFG
Citizens Financial Group Inc

Financial Services
37.6K
+ 9.17%
$39.73 - $48.36 $1.49M - $1.82M
447K $18.3M
PG
Procter & Gamble CO

Consumer Defensive
1.85K
+ 18.01%
$158.56 - $176.26 $293K - $326K
12.1K $2.06M
V
Visa Inc.

Financial Services
211
+ 2.77%
$306.92 - $362.71 $64.8K - $76.5K
7.82K $2.74M
DE
Deere & CO

Industrials
572
+ 39.69%
$408.57 - $509.27 $234K - $291K
2.01K $944K
MCD
Mcdonalds Corp

Consumer Cyclical
748
+ 17.7%
$279.74 - $321.29 $209K - $240K
4.98K $1.55M
PM
Philip Morris International Inc.

Consumer Defensive
1.26K
+ 38.07%
$117.15 - $158.79 $148K - $200K
4.58K $726K
GE
General Electric CO

Industrials
171
+ 2.06%
$168.59 - $212.13 $28.8K - $36.3K
8.49K $1.7M
KO
Coca Cola CO

Consumer Defensive
3K
+ 31.54%
$60.81 - $72.32 $182K - $217K
12.5K $895K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.63K
+ 10.88%
$50.39 - $50.66 $284K - $285K
57.4K $2.91M
PGR
Progressive Corp

Financial Services
804
+ 59.2%
$235.61 - $291.22 $189K - $234K
2.16K $611K
CAT
Caterpillar Inc

Industrials
903
+ 128.45%
$326.75 - $407.63 $295K - $368K
1.61K $529K
NYF
Ishares New York Muni Bond ETF

ETFs
7.56K
+ 3.43%
$52.33 - $53.92 $396K - $408K
228K $12M
ABT
Abbott Laboratories

Healthcare
513
+ 5.08%
$111.1 - $140.22 $57K - $71.9K
10.6K $1.41M
EFA
Ishares Tr Msci Eafe ETF

ETFs
550
+ 1.61%
$74.85 - $84.89 $41.2K - $46.7K
34.7K $2.84M
CVX
Chevron Corp

Energy
863
+ 19.38%
$146.71 - $167.97 $127K - $145K
5.32K $889K
LLY
Eli Lilly & CO

Healthcare
161
+ 9.33%
$725.72 - $929.72 $117K - $150K
1.89K $1.56M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
7.48K
+ 14.6%
$18.36 - $20.51 $137K - $153K
58.7K $1.16M
INTC
Intel Corp

Technology
7.13K
+ 43.08%
$19.1 - $27.39 $136K - $195K
23.7K $537K
ED
Consolidated Edison Inc

Utilities
1.31K
+ 48.97%
$88.0 - $110.59 $116K - $145K
3.99K $441K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
10
+ 1.33%
$1187.71 - $1432.58 $11.9K - $14.3K
761 $1.09M
CSCO
Cisco Systems, Inc.

Technology
2.71K
+ 33.96%
$58.74 - $64.87 $159K - $176K
10.7K $660K
VNQ
Vanguard Specialized Funds Van

ETFs
1.17K
+ 2.22%
$85.55 - $94.34 $100K - $111K
54K $4.89M
APD
Air Products & Chemicals, Inc.

Basic Materials
558
+ 72.09%
$283.24 - $338.07 $158K - $189K
1.33K $392K
IBM
International Business Machines Corp

Technology
142
+ 3.13%
$217.4 - $264.74 $30.9K - $37.6K
4.68K $1.16M
TXN
Texas Instruments Inc

Technology
808
+ 30.69%
N/A
3.44K $669K
SCHW
Schwab Charles Corp

Financial Services
1.7K
+ 41.73%
$71.24 - $83.64 $121K - $143K
5.79K $453K
IWF
Ishares Russell 1000 Gr ETF

ETFs
603
+ 27.83%
$360.07 - $417.26 $217K - $252K
2.77K $1M
SBUX
Starbucks Corp

Consumer Cyclical
1.07K
+ 31.1%
$91.75 - $115.81 $98.2K - $124K
4.51K $442K
NFLX
Netflix Inc

Communication Services
69
+ 5.98%
$828.4 - $1058.6 $57.2K - $73K
1.22K $1.14M
AMGN
Amgen Inc

Healthcare
164
+ 13.83%
$258.59 - $327.36 $42.4K - $53.7K
1.35K $420K
META
Meta Platforms, Inc.

Communication Services
296
+ 6.41%
$576.36 - $736.67 $171K - $218K
4.91K $2.83M
Activity Summary
Buys All Purchases 151 New Holdings 18 Increased Positions 133 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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