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
LOW
Lowes Companies Inc

Consumer Cyclical
560
+ 32.75%
$222.66 - $268.42 $125K - $150K
2.27K $529K
T
At&T Inc.

Communication Services
1.5K
+ 13.17%
$21.56 - $28.28 $32.4K - $42.5K
12.9K $365K
BRO
Brown & Brown, Inc.

Financial Services
27
+ 0.61%
$100.54 - $124.4 $2.71K - $3.36K
4.44K $552K
SCHX
Schwab Strategic Tr Us Large C

ETFs
5.7K
+ 21.18%
$21.75 - $24.28 $124K - $138K
32.6K $719K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.84K
+ 30.31%
$27.01 - $28.54 $76.8K - $81.2K
12.2K $341K
GLW
Corning Inc

Technology
1.95K
+ 29.32%
$44.91 - $54.25 $87.4K - $106K
8.58K $392K
NVS
Novartis Ag

Healthcare
325
+ 12.0%
$97.14 - $115.57 $31.6K - $37.6K
3.03K $338K
RTX
Raytheon Technologies Corp

Industrials
34
+ 0.84%
$114.1 - $135.66 $3.88K - $4.61K
4.09K $542K
PLD
Prologis, Inc.

Real Estate
435
+ 11.65%
$103.59 - $124.04 $45.1K - $54K
4.17K $466K
RJF
Raymond James Financial Inc

Financial Services
1.71K
+ 16.33%
$137.62 - $172.64 $236K - $296K
12.2K $1.7M
TMUS
T Mobile Us, Inc.

Communication Services
15
+ 1.4%
$211.3 - $272.83 $3.17K - $4.09K
1.09K $289K
SHEL
Shell PLC

Energy
186
+ 5.44%
$62.84 - $73.29 $11.7K - $13.6K
3.61K $264K
CTVA
Corteva, Inc.

Basic Materials
349
+ 8.36%
$55.94 - $66.15 $19.5K - $23.1K
4.52K $284K
SO
Southern CO

Utilities
83
+ 2.16%
$80.96 - $92.96 $6.72K - $7.72K
3.92K $360K
VGSH
Vanguard

ETFs
599
+ 6.46%
$58.07 - $58.69 $34.8K - $35.2K
9.87K $579K
OEF
Ishares S&P 100 ETF

ETFs
146
+ 2.17%
N/A
6.86K $1.83M
LNT
Alliant Energy Corp

Utilities
101
+ 2.0%
$56.66 - $66.04 $5.72K - $6.67K
5.16K $331K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
67
+ 0.75%
$58.01 - $64.46 $3.89K - $4.32K
9.02K $560K
PEP
Pepsico Inc

Consumer Defensive
238
+ 7.09%
$142.64 - $156.42 $33.9K - $37.2K
3.6K $539K
HSY
Hershey CO

Consumer Defensive
134
+ 3.88%
$144.74 - $186.36 $19.4K - $25K
3.59K $613K
FFIV
F5, Inc.

Technology
4
+ 0.23%
$251.75 - $310.6 $1.01K - $1.24K
1.76K $468K
CL
Colgate Palmolive CO

Consumer Defensive
147
+ 4.3%
$85.68 - $97.5 $12.6K - $14.3K
3.57K $334K
AXP
American Express CO

Financial Services
148
+ 21.67%
$255.39 - $325.87 $37.8K - $48.2K
831 $223K
CPT
Camden Property Trust

Real Estate
31
+ 1.46%
$109.16 - $125.53 $3.38K - $3.89K
2.15K $263K
CMCSA
Comcast Corp

Communication Services
457
+ 6.6%
$33.19 - $38.23 $15.2K - $17.5K
7.38K $272K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
280
+ 0.86%
$12.06 - $13.55 $3.38K - $3.79K
32.9K $419K
CPNG
Coupang, Inc.

Consumer Cyclical
523
+ 1.1%
$21.34 - $25.52 $11.2K - $13.3K
48.2K $1.06M
ISRG
Intuitive Surgical Inc

Healthcare
59
+ 7.56%
$476.63 - $610.45 $28.1K - $36K
839 $415K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
16
+ 0.34%
$110.75 - $119.78 $1.77K - $1.92K
4.75K $548K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
7
+ 0.03%
$100.32 - $100.76 $702 - $705
20.5K $2.06M
PANW
Palo Alto Networks Inc

Technology
133
+ 7.59%
$167.82 - $208.28 $22.3K - $27.7K
1.89K $321K
BXSL
Blackstone Secured Lending Fund

Financial Services
26
+ 0.19%
$31.3 - $34.5 $814 - $897
13.7K $444K
QCOM
Qualcomm Inc

Technology
10
+ 0.5%
$151.94 - $175.86 $1.52K - $1.76K
2K $307K
SYY
Sysco Corp

Consumer Defensive
65
+ 2.34%
$70.0 - $77.13 $4.55K - $5.01K
2.84K $213K
Blackrock Inc
193
+ 39.31%
N/A
684 $0
LHX
L3 Harris Technologies, Inc.

Industrials
11
+ 0.57%
$194.65 - $222.86 $2.14K - $2.45K
1.94K $406K
GIS
General Mills Inc

Consumer Defensive
339
+ 6.64%
$57.56 - $65.3 $19.5K - $22.1K
5.44K $325K
Linde PLC
102
+ 10.99%
N/A
1.03K $0
Ge Vernova Inc
7
+ 0.33%
N/A
2.1K $0
Ge Healthcare Technologies I
23
+ 0.44%
N/A
5.21K $0
Ishares Tr
1.1K
+ 5.15%
N/A
22.4K $0
PH
Parker Hannifin Corp

Industrials
18
+ 4.3%
$591.65 - $707.05 $10.6K - $12.7K
437 $265K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
47
+ 0.64%
$78.0 - $84.37 $3.67K - $3.97K
7.35K $587K
KMX
Carmax Inc

Consumer Cyclical
79
+ 2.54%
$69.25 - $89.19 $5.47K - $7.05K
3.19K $248K
WMT
Walmart Inc.

Consumer Defensive
187
+ 2.04%
$84.5 - $105.05 $15.8K - $19.6K
9.35K $820K
MS
Morgan Stanley

Financial Services
162
+ 5.56%
$111.68 - $141.08 $18.1K - $22.9K
3.08K $358K
GS
Goldman Sachs Group Inc

Financial Services
10
+ 1.25%
$524.81 - $672.19 $5.25K - $6.72K
811 $443K
TFC
Truist Financial Corp

Financial Services
248
+ 2.16%
$39.48 - $48.15 $9.79K - $11.9K
11.8K $483K
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
1.2K
+ 2.9%
$12.7 - $13.72 $15.2K - $16.4K
42.5K $549K
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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