Klingman & Associates, LLC Incresed Positions in Q2 2025

Klingman & Associates, LLC

  • $1.8 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DIS
Walt Disney CO

Communication Services
744
+ 12.5%
$81.72 - $124.01 $60.8K - $92.3K
6.69K $830K
MS
Morgan Stanley

Financial Services
1.13K
+ 36.74%
$99.83 - $140.86 $113K - $159K
4.21K $592K
PGR
Progressive Corp

Financial Services
996
+ 46.07%
$255.27 - $288.74 $254K - $288K
3.16K $842K
NSC
Norfolk Southern Corp

Industrials
771
+ 73.08%
$206.34 - $257.46 $159K - $199K
1.83K $467K
RTX
Raytheon Technologies Corp

Industrials
1.1K
+ 26.82%
$113.75 - $148.48 $125K - $163K
5.19K $758K
IWR
Ishares Russell Mid Cap ETF

ETFs
1.4K
+ 11.2%
$74.88 - $91.97 $105K - $129K
13.9K $1.28M
TJX
Tjx Companies Inc

Consumer Cyclical
1.47K
+ 11.03%
$119.13 - $135.03 $175K - $199K
14.8K $1.83M
HUBB
Hubbell Inc

Industrials
29
+ 1.18%
$315.94 - $408.41 $9.16K - $11.8K
2.5K $1.02M
ITOT
Ishares Core S&P Total U.S. St

ETFs
201
+ 1.5%
$108.12 - $135.04 $21.7K - $27.1K
13.6K $1.84M
NOW
Service Now, Inc.

Technology
97
+ 22.25%
$721.65 - $1040.18 $70K - $101K
533 $547K
T
At&T Inc.

Communication Services
6.19K
+ 47.91%
$26.33 - $28.94 $163K - $179K
19.1K $552K
WMT
Walmart Inc.

Consumer Defensive
913
+ 9.77%
$81.79 - $99.98 $74.7K - $91.3K
10.3K $1M
RJF
Raymond James Financial Inc

Financial Services
36
+ 0.3%
$123.65 - $153.88 $4.45K - $5.54K
12.2K $1.88M
LLY
Eli Lilly & CO

Healthcare
346
+ 18.35%
$713.71 - $898.95 $247K - $311K
2.23K $1.74M
GS
Goldman Sachs Group Inc

Financial Services
70
+ 8.63%
$462.22 - $707.75 $32.4K - $49.5K
881 $623K
ISRG
Intuitive Surgical Inc

Healthcare
254
+ 30.27%
$451.58 - $565.94 $115K - $144K
1.09K $593K
IWF
Ishares Russell 1000 Gr ETF

ETFs
2
+ 0.07%
$320.42 - $424.58 $641 - $849
2.77K $1.18M
LAMR
Lamar Advertising CO

Real Estate
417
+ 2.68%
$102.35 - $121.67 $42.7K - $50.7K
16K $1.94M
VB
Vanguard Small Cap ETF

ETFs
20
+ 0.19%
$193.73 - $237.37 $3.87K - $4.75K
10.7K $2.53M
XLK
Technology Sector Spdr

ETFs
175
+ 6.99%
$179.73 - $253.23 $31.5K - $44.3K
2.68K $678K
VZ
Verizon Communications Inc

Communication Services
3.89K
+ 78.94%
$41.67 - $45.62 $162K - $177K
8.81K $381K
UNP
Union Pacific Corp

Industrials
667
+ 58.3%
$208.27 - $238.46 $139K - $159K
1.81K $416K
KO
Coca Cola CO

Consumer Defensive
2.17K
+ 17.32%
$68.37 - $73.9 $148K - $160K
14.7K $1.04M
AOA
Ishares Tr Core Aggressive All

ETFs
1.18K
+ 19.33%
$69.46 - $83.4 $81.6K - $98K
7.25K $604K
ARES
Ares Management Corp

Financial Services
392
+ 14.87%
$118.04 - $175.83 $46.3K - $68.9K
3.03K $524K
PG
Procter & Gamble CO

Consumer Defensive
1.68K
+ 13.9%
$157.66 - $172.39 $265K - $290K
13.8K $2.2M
ADP
Automatic Data Processing Inc

Industrials
365
+ 5.4%
$276.76 - $326.81 $101K - $119K
7.13K $2.2M
QCOM
Qualcomm Inc

Technology
724
+ 36.13%
$124.66 - $159.48 $90.3K - $115K
2.73K $434K
LOW
Lowes Companies Inc

Consumer Cyclical
661
+ 29.12%
$210.83 - $235.28 $139K - $156K
2.93K $650K
CB
Chubb LTD

Financial Services
444
+ 52.48%
$274.32 - $302.46 $122K - $134K
1.29K $373K
MO
Altria Group, Inc.

Consumer Defensive
2.1K
+ 30.55%
$55.56 - $60.91 $117K - $128K
8.98K $526K
CRM
Salesforce, Inc.

Technology
356
+ 11.87%
$236.26 - $291.15 $84.1K - $104K
3.35K $914K
EEM
Ishares Msci Emerging Markets

ETFs
298
+ 1.48%
$38.52 - $48.28 $11.5K - $14.4K
20.5K $987K
PANW
Palo Alto Networks Inc

Technology
200
+ 10.61%
$152.44 - $204.64 $30.5K - $40.9K
2.09K $426K
NEE
Nextera Energy Inc

Utilities
1.83K
+ 11.22%
$64.11 - $75.0 $118K - $137K
18.2K $1.26M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
449
+ 0.05%
$23.96 - $24.27 $10.8K - $10.9K
991K $24.1M
TFC
Truist Financial Corp

Financial Services
1.75K
+ 14.86%
$34.79 - $42.99 $60.8K - $75.1K
13.5K $580K
AMGN
Amgen Inc

Healthcare
505
+ 37.41%
$262.28 - $309.85 $132K - $156K
1.86K $517K
ECL
Ecolab Inc.

Basic Materials
280
+ 22.22%
$225.65 - $270.95 $63.2K - $75.9K
1.54K $414K
LHX
L3 Harris Technologies, Inc.

Industrials
42
+ 2.16%
$200.21 - $256.99 $8.41K - $10.8K
1.99K $498K
DHR
Danaher Corp

Healthcare
513
+ 25.94%
$174.64 - $205.16 $89.6K - $105K
2.49K $492K
PH
Parker Hannifin Corp

Industrials
57
+ 13.04%
$517.23 - $700.54 $29.5K - $39.9K
494 $345K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
15
+ 0.17%
$55.54 - $69.09 $833 - $1.04K
9.03K $624K
BAC
Bank Of America Corp

Financial Services
75
+ 0.7%
$34.39 - $47.46 $2.58K - $3.56K
10.8K $512K
LMT
Lockheed Martin Corp

Industrials
73
+ 4.15%
$430.82 - $486.45 $31.4K - $35.5K
1.83K $848K
NVS
Novartis Ag

Healthcare
251
+ 8.28%
$101.96 - $121.01 $25.6K - $30.4K
3.28K $397K
BRLT
Brilliant Earth Group, Inc.

Consumer Cyclical
56.5K
+ 61.48%
$1.32 - $1.62 $74.5K - $91.5K
148K $204K
FFIV
F5, Inc.

Technology
29
+ 1.65%
$239.25 - $295.9 $6.94K - $8.58K
1.79K $525K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
13
+ 0.94%
$201.28 - $266.34 $2.62K - $3.46K
1.4K $372K
Activity Summary
Buys All Purchases 204 New Holdings 59 Increased Positions 145 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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