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
CPNG
Coupang, Inc.

Consumer Cyclical
33
+ 0.06%
$19.79 - $24.92 $653 - $822
59.6K $1.46M
KO
Coca Cola CO

Consumer Defensive
2.2K
+ 32.01%
$62.69 - $73.01 $138K - $161K
9.07K $651K
LMT
Lockheed Martin Corp

Industrials
19
+ 1.11%
$460.3 - $584.56 $8.75K - $11.1K
1.73K $1.01M
IAU
Ishares Gold Trust

ETFs
3.33K
+ 71.68%
$44.06 - $50.5 $147K - $168K
7.98K $396K
DIS
Walt Disney CO

Communication Services
2.17K
+ 39.29%
$85.6 - $98.61 $186K - $214K
7.71K $741K
HDV
Ishares Core High Dividend ETF

ETFs
9
+ 0.04%
$107.62 - $118.76 $969 - $1.07K
21.3K $2.5M
DD
Du Pont De Nemours, Inc.

Basic Materials
1.55K
+ 62.34%
$77.22 - $89.49 $120K - $139K
4.04K $359K
WMT
Walmart Inc.

Consumer Defensive
52
+ 0.59%
$66.91 - $81.4 $3.48K - $4.23K
8.9K $718K
GOOGL
Alphabet Inc.

Communication Services
2.22K
+ 14.25%
$148.65 - $191.18 $330K - $424K
17.8K $2.95M
SBUX
Starbucks Corp

Consumer Cyclical
635
+ 24.11%
$72.51 - $98.6 $46K - $62.6K
3.27K $318K
URI
United Rentals, Inc.

Industrials
1
+ 0.15%
$627.41 - $814.1 $627 - $814
654 $529K
VBR
Vanguard Small Cap Value ETF

ETFs
2
+ 0.04%
$179.99 - $201.6 $360 - $403
5.21K $1.05M
SCHX
Schwab Strategic Tr Us Large C

ETFs
900
+ 10.03%
$61.11 - $67.85 $55K - $61.1K
9.88K $670K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
90
+ 0.28%
$36.98 - $41.55 $3.33K - $3.74K
32.7K $1.35M
GIS
General Mills Inc

Consumer Defensive
93
+ 1.77%
$62.5 - $75.15 $5.81K - $6.99K
5.36K $395K
PM
Philip Morris International Inc.

Consumer Defensive
8
+ 0.27%
$101.25 - $127.45 $810 - $1.02K
2.99K $363K
ED
Consolidated Edison Inc

Utilities
168
+ 6.52%
$88.42 - $104.97 $14.9K - $17.6K
2.75K $285K
ISRG
Intuitive Surgical Inc

Healthcare
44
+ 6.46%
$416.14 - $494.01 $18.3K - $21.7K
725 $356K
PH
Parker Hannifin Corp

Industrials
1
+ 0.24%
$501.01 - $635.92 $501 - $636
421 $265K
AVUV
American Centy ETF Tr Avantis

ETFs
25
+ 0.31%
$88.24 - $99.7 $2.21K - $2.49K
8.16K $782K
GLD
Spdr Gold Trust

ETFs
5
+ 0.29%
$215.56 - $246.98 $1.08K - $1.23K
1.75K $424K
LNT
Alliant Energy Corp

Utilities
9
+ 0.18%
$50.74 - $60.74 $457 - $547
4.95K $300K
SO
Southern CO

Utilities
34
+ 0.95%
$77.0 - $90.52 $2.62K - $3.08K
3.62K $326K
CAT
Caterpillar Inc

Industrials
15
+ 2.28%
$316.8 - $391.12 $4.75K - $5.87K
673 $263K
LLY
Eli Lilly & CO

Healthcare
81
+ 5.13%
$772.14 - $960.02 $62.5K - $77.8K
1.66K $1.47M
GLW
Corning Inc

Technology
19
+ 0.3%
$37.76 - $46.2 $717 - $878
6.39K $288K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
55
+ 0.71%
$58.03 - $65.37 $3.19K - $3.6K
7.85K $508K
APD
Air Products & Chemicals, Inc.

Basic Materials
9
+ 1.09%
$247.34 - $300.11 $2.23K - $2.7K
834 $248K
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 0.78%
$3305.62 - $4268.05 $3.31K - $4.27K
130 $547K
KMX
Carmax Inc

Consumer Cyclical
325
+ 11.67%
$71.21 - $85.78 $23.1K - $27.9K
3.11K $240K
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.13%
$459.02 - $510.25 $459 - $510
764 $378K
LHX
L3 Harris Technologies, Inc.

Industrials
10
+ 0.53%
$221.96 - $243.27 $2.22K - $2.43K
1.88K $447K
HSY
Hershey CO

Consumer Defensive
1
+ 0.03%
$182.45 - $203.25 $182 - $203
3.5K $671K
CL
Colgate Palmolive CO

Consumer Defensive
32
+ 0.94%
$95.54 - $108.77 $3.06K - $3.48K
3.44K $357K
TIP
Ishares Tr Tips Bd ETF

ETFs
155
+ 7.59%
$105.92 - $110.83 $16.4K - $17.2K
2.2K $242K
MS
Morgan Stanley

Financial Services
71
+ 3.02%
$92.07 - $106.96 $6.54K - $7.59K
2.42K $252K
NVS
Novartis Ag

Healthcare
13
+ 0.5%
$106.13 - $120.89 $1.38K - $1.57K
2.64K $303K
QUAL
Ishares Msci Usa Quality Facto

ETFs
39
+ 2.04%
$162.64 - $179.3 $6.34K - $6.99K
1.95K $349K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
252
+ 0.78%
$12.28 - $14.02 $3.09K - $3.53K
32.4K $423K
BAC
Bank Of America Corp

Financial Services
416
+ 3.88%
$36.65 - $44.13 $15.2K - $18.4K
11.1K $442K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.11K
+ 91.08%
$128.47 - $280.94 $143K - $313K
2.34K $361K
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
761
+ 2.84%
$12.6 - $13.59 $9.59K - $10.3K
27.5K $362K
AMGN
Amgen Inc

Healthcare
2
+ 0.17%
$309.38 - $337.38 $619 - $675
1.2K $386K
PANW
Palo Alto Networks Inc

Technology
30
+ 4.17%
$294.18 - $368.01 $8.83K - $11K
750 $256K
QCOM
Qualcomm Inc

Technology
315
+ 21.36%
$156.12 - $209.64 $49.2K - $66K
1.79K $304K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
4
+ 1.58%
$1024.09 - $1201.76 $4.1K - $4.81K
257 $270K
Linde PLC
4
+ 0.45%
N/A
900 $0
Ishares Tr
630
+ 2.6%
N/A
24.8K $0
Ge Healthcare Technologies I
3.79K
+ 109.61%
N/A
7.24K $0
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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