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
HON
Honeywell International Inc

Industrials
95
+ 3.35%
$202.75 - $226.52 $19.3K - $21.5K
2.93K $621K
NVO
Novo Nordisk A S

Healthcare
397
+ 13.67%
$69.3 - $90.95 $27.5K - $36.1K
3.3K $229K
VGT
Vanguard Information Technolog

ETFs
16
+ 4.3%
$542.38 - $646.34 $8.68K - $10.3K
388 $210K
LMT
Lockheed Martin Corp

Industrials
29
+ 1.68%
$423.19 - $506.29 $12.3K - $14.7K
1.76K $785K
NOW
Service Now, Inc.

Technology
39
+ 9.82%
$783.83 - $1170.39 $30.6K - $45.6K
436 $347K
AVUV
American Centy ETF Tr Avantis

ETFs
24
+ 0.29%
$84.95 - $100.62 $2.04K - $2.41K
8.21K $715K
CROX
Crocs, Inc.

Consumer Cyclical
219
+ 0.73%
$88.83 - $112.59 $19.5K - $24.7K
30.3K $3.22M
MRK
Merck & Co., Inc.

Healthcare
120
+ 1.26%
$83.01 - $101.02 $9.96K - $12.1K
9.68K $868K
QQQ
Invesco Qqq Trust, Series 1

ETFs
42
+ 1.49%
$468.34 - $539.52 $19.7K - $22.7K
2.86K $1.34M
BX
Blackstone Inc.

Financial Services
2.08K
+ 15.9%
$136.53 - $186.74 $284K - $389K
15.2K $2.12M
SOXX
Ishares Semiconductor ETF

ETFs
890
+ 6.69%
$188.17 - $235.81 $167K - $210K
14.2K $2.67M
AMAT
Applied Materials Inc

Technology
446
+ 2.48%
$145.06 - $195.51 $64.7K - $87.2K
18.4K $2.68M
ORCL
Oracle Corp

Technology
338
+ 2.82%
$139.81 - $186.47 $47.3K - $63K
12.3K $1.72M
AVGO
Broadcom Inc.

Technology
150
+ 1.77%
$167.43 - $244.7 $25.1K - $36.7K
8.62K $1.44M
NVDA
Nvidia Corp

Technology
3.39K
+ 9.09%
$106.98 - $149.43 $363K - $507K
40.7K $4.41M
GOOGL
Alphabet Inc.

Communication Services
118
+ 0.62%
$154.33 - $206.19 $18.2K - $24.3K
19.3K $2.98M
VTI
Vanguard Total Stock Market Et

ETFs
44
+ 0.09%
$271.18 - $303.12 $11.9K - $13.3K
46.8K $12.9M
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.0%
$198.1 - $229.79 $198 - $230
32.1K $6.41M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
6.82K
+ 3.95%
$80.73 - $94.96 $551K - $648K
180K $14.9M
MSFT
Microsoft Corp

Technology
1.38K
+ 4.79%
$375.39 - $447.2 $519K - $618K
30.3K $11.4M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
2.58K
+ 0.75%
$75.47 - $84.24 $194K - $217K
346K $26.7M
AMZN
Amazon Com Inc

Consumer Cyclical
471
+ 1.04%
$190.26 - $242.06 $89.6K - $114K
45.6K $8.67M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
79
+ 0.19%
$522.96 - $601.18 $41.3K - $47.5K
42.4K $22.6M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
7.14K
+ 2.8%
$77.33 - $90.16 $552K - $644K
262K $20.5M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
2.75K
+ 0.92%
$77.91 - $92.26 $214K - $254K
303K $24.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
50.5K
+ 3.65%
$57.21 - $65.8 $2.89M - $3.32M
1.43M $83.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
143
+ 0.12%
$551.42 - $612.93 $78.9K - $87.6K
120K $67.1M
SPYG
Spdr Portfolio

ETFs
15.3K
+ 2.27%
$80.05 - $92.39 $1.23M - $1.42M
689K $55.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
12.6K
+ 2.34%
$102.49 - $119.96 $1.29M - $1.51M
550K $57.5M
AAPL
Apple Inc.

Technology
1.66K
+ 0.66%
$209.68 - $247.1 $347K - $409K
253K $56.2M
DDOG
Datadog, Inc.

Technology
31
+ 0.02%
$98.68 - $151.89 $3.06K - $4.71K
161K $15.9M
IVV
Ishares Core S&P 500 ETF

ETFs
5.99K
+ 1.15%
$554.06 - $615.85 $3.32M - $3.69M
529K $297M
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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