Klingman & Associates, LLC New Holdings in Q3 2024

Klingman & Associates, LLC

  • $1.61 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TTEK
Tetra Tech Inc

Industrials
33.9K
New
$45.59 - $237.74 $1.54M - $8.05M
33.9K $1.6M
ARES
Ares Management Corp

Financial Services
5.2K
New
$133.73 - $158.05 $695K - $822K
5.2K $810K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
18.7K
New
$36.02 - $41.68 $674K - $780K
18.7K $772K
RTX
Raytheon Technologies Corp

Industrials
6.15K
New
$99.55 - $123.34 $612K - $758K
6.15K $744K
ECL
Ecolab Inc.

Basic Materials
2.78K
New
$228.86 - $255.76 $636K - $710K
2.78K $708K
PLD
Prologis, Inc.

Real Estate
3.68K
New
$111.95 - $132.43 $412K - $487K
3.68K $464K
BLK
Black Rock Inc.

Financial Services
488
New
$782.27 - $949.51 $382K - $463K
488 $463K
UBER
Uber Technologies, Inc

Technology
5.04K
New
$58.48 - $77.47 $295K - $391K
5.04K $379K
STLD
Steel Dynamics Inc

Basic Materials
3.7K
New
N/A
3.7K $362K
PGR
Progressive Corp

Financial Services
1.42K
New
$209.46 - $259.24 $297K - $368K
1.42K $360K
ZTS
Zoetis Inc.

Healthcare
1.7K
New
$172.58 - $196.48 $294K - $335K
1.7K $332K
PRU
Prudential Financial Inc

Financial Services
2.62K
New
$105.53 - $127.32 $277K - $334K
2.62K $317K
INDA
Ishares Msci India Index Fund

ETFs
5.22K
New
$54.86 - $59.22 $286K - $309K
5.22K $305K
IDXX
Idexx Laboratories Inc

Healthcare
605
New
$455.08 - $517.19 $275K - $313K
605 $305K
DOW
Dow Inc.

Basic Materials
5.02K
New
$50.15 - $55.41 $252K - $278K
5.02K $274K
QLD
Proshares Ultra Qqq

ETFs
2.52K
New
$81.06 - $109.83 $204K - $276K
2.52K $253K
URA
Global X Uranium ETF

ETFs
8.61K
New
$23.18 - $31.26 $199K - $269K
8.61K $246K
CTVA
Corteva, Inc.

Basic Materials
4.07K
New
$50.72 - $58.78 $206K - $239K
4.07K $239K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
4.02K
New
$52.27 - $60.45 $210K - $243K
4.02K $238K
SJM
J M Smucker CO

Consumer Defensive
1.9K
New
$109.12 - $122.4 $208K - $233K
1.9K $230K
GD
General Dynamics Corp

Industrials
683
New
$279.51 - $308.09 $191K - $210K
683 $206K
ICF
Ishares Tr

ETFs
3.12K
New
$56.77 - $67.33 $177K - $210K
3.12K $205K
CB
Chubb LTD

Financial Services
706
New
$252.51 - $292.2 $178K - $206K
706 $203K
FNDC
Schwab Fundamental Intl Small

ETFs
5.3K
New
$33.85 - $38.5 $179K - $204K
5.3K $202K
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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