Klingman & Associates, LLC Incresed Positions in Q4 2024

Klingman & Associates, LLC

  • $1.62 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
11.8K
+ 210.16%
$22.01 - $66.82 $259K - $788K
17.4K $394K
VIG
Vanguard Dividend Appreciation

ETFs
111
+ 1.72%
N/A
6.58K $1.2M
SCHG
Schwab Strategic Tr Us Large C

ETFs
13.5K
+ 289.62%
$25.93 - $105.3 $349K - $1.42M
18.1K $505K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.1K
+ 13.98%
$58.88 - $64.8 $64.7K - $71.2K
8.95K $527K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
27.4K
+ 2.59%
$24.82 - $25.48 $680K - $698K
1.09M $27.1M
AVUV
American Centy ETF Tr Avantis

ETFs
26
+ 0.32%
$94.37 - $106.41 $2.45K - $2.77K
8.19K $790K
QCOM
Qualcomm Inc

Technology
204
+ 11.4%
$150.4 - $178.04 $30.7K - $36.3K
1.99K $306K
Jacobs Solutions Inc
48
+ 1.64%
N/A
2.98K $0
Linde PLC
28
+ 3.11%
N/A
928 $0
SHEL
Shell PLC

Energy
170
+ 5.23%
$60.63 - $70.23 $10.3K - $11.9K
3.42K $214K
CTVA
Corteva, Inc.

Basic Materials
106
+ 2.61%
$55.21 - $64.13 $5.85K - $6.8K
4.17K $237K
SBUX
Starbucks Corp

Consumer Cyclical
172
+ 5.26%
$87.44 - $102.5 $15K - $17.6K
3.44K $313K
EQR
Equity Residential

Real Estate
88
+ 2.11%
$69.12 - $77.48 $6.08K - $6.82K
4.26K $305K
CPT
Camden Property Trust

Real Estate
67
+ 3.26%
$112.52 - $127.03 $7.54K - $8.51K
2.12K $246K
CAT
Caterpillar Inc

Industrials
30
+ 4.46%
$360.37 - $416.88 $10.8K - $12.5K
703 $255K
SO
Southern CO

Utilities
218
+ 6.02%
$81.5 - $94.15 $17.8K - $20.5K
3.84K $316K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
170
+ 0.33%
$50.37 - $50.6 $8.56K - $8.6K
51.8K $2.61M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.23K
+ 197.53%
$26.93 - $84.95 $168K - $529K
9.38K $256K
CSX
Csx Corp

Industrials
153
+ 2.12%
$31.58 - $36.88 $4.83K - $5.64K
7.38K $238K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
260
+ 0.8%
$12.43 - $13.36 $3.23K - $3.47K
32.7K $409K
CMCSA
Comcast Corp

Communication Services
286
+ 4.31%
$37.39 - $45.14 $10.7K - $12.9K
6.92K $259K
LOW
Lowes Companies Inc

Consumer Cyclical
45
+ 2.7%
$244.52 - $284.07 $11K - $12.8K
1.71K $422K
EEM
Ishares Msci Emerging Markets

ETFs
1.15K
+ 6.03%
$41.82 - $47.36 $48K - $54.4K
20.2K $843K
NVS
Novartis Ag

Healthcare
70
+ 2.65%
$96.78 - $117.18 $6.77K - $8.2K
2.71K $263K
LHX
L3 Harris Technologies, Inc.

Industrials
53
+ 2.82%
$208.94 - $264.22 $11.1K - $14K
1.93K $406K
MDLZ
Mondelez International, Inc.

Consumer Defensive
145
+ 4.06%
$59.25 - $72.99 $8.59K - $10.6K
3.72K $221K
SCHX
Schwab Strategic Tr Us Large C

ETFs
17K
+ 172.24%
$22.4 - $68.28 $381K - $1.16M
26.9K $623K
NVO
Novo Nordisk A S

Healthcare
398
+ 15.88%
$85.0 - $120.04 $33.8K - $47.8K
2.91K $249K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
25
+ 0.27%
$442.29 - $483.08 $11.1K - $12.1K
9.38K $4.25M
URI
United Rentals, Inc.

Industrials
15
+ 2.29%
$704.44 - $880.32 $10.6K - $13.2K
669 $471K
KO
Coca Cola CO

Consumer Defensive
438
+ 4.83%
$61.74 - $71.71 $27K - $31.4K
9.51K $592K
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.02%
$288.47 - $316.54 $288 - $317
4.23K $1.23M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
34
+ 13.23%
$701.85 - $1046.91 $23.9K - $35.6K
291 $207K
DOW
Dow Inc.

Basic Materials
192
+ 3.82%
$39.1 - $55.34 $7.51K - $10.6K
5.22K $209K
PLD
Prologis, Inc.

Real Estate
56
+ 1.52%
$101.4 - $126.96 $5.68K - $7.11K
3.74K $394K
PHAT
Phathom Pharmaceuticals, Inc.

Healthcare
141
+ 1.36%
$7.45 - $18.94 $1.05K - $2.67K
10.5K $85K
MRK
Merck & Co., Inc.

Healthcare
45
+ 0.47%
$96.31 - $114.76 $4.33K - $5.16K
9.56K $950K
LLY
Eli Lilly & CO

Healthcare
66
+ 3.98%
$727.2 - $932.06 $48K - $61.5K
1.73K $1.33M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
42
+ 0.17%
$70.1 - $76.53 $2.94K - $3.21K
24.9K $1.76M
IXUS
Ishares Tr

ETFs
418
+ 1.5%
$65.95 - $72.56 $27.6K - $30.3K
28.2K $1.87M
SCHV
Schwab Strategic Tr Us Large C

ETFs
5.63K
+ 96.77%
$25.79 - $80.4 $145K - $452K
11.4K $298K
SOXX
Ishares Semiconductor ETF

ETFs
95
+ 0.72%
$211.27 - $239.8 $20.1K - $22.8K
13.3K $2.86M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.4K
+ 1.02%
$113.92 - $127.38 $616K - $688K
537K $61.9M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
18.5K
+ 56.61%
$18.41 - $40.87 $341K - $757K
51.2K $948K
CROX
Crocs, Inc.

Consumer Cyclical
218
+ 0.73%
$96.51 - $141.93 $21K - $30.9K
30.1K $3.3M
VEA
Vanguard Ftse Developed Market

ETFs
55.4K
+ 6.7%
$47.57 - $52.44 $2.64M - $2.91M
882K $42.2M
Activity Summary
Buys All Purchases 104 New Holdings 7 Increased Positions 97 Sells All Sells 108 Reductions 108 Sold out 0 Options Calls 0 Puts 0
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