Klingman & Associates, LLC Reduced Holdings in Q2 2025

Klingman & Associates, LLC

  • $1.8 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-6.79K
- 3.36%
$121.58 - $136.74 $826K - $929K
195K $26.5M
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
-20K
- 6.58%
$23.96 - $24.41 $480K - $489K
284K $6.89M
NYF
Ishares New York Muni Bond ETF

ETFs
-5.53K
- 2.43%
$51.29 - $53.06 $284K - $294K
222K $11.6M
PJT
Pjt Partners Inc.

Financial Services
-5K
- 32.12%
$125.44 - $166.41 $627K - $832K
10.6K $1.74M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-7.32K
- 22.74%
$50.52 - $50.92 $370K - $373K
24.9K $1.27M
UNH
Unitedhealth Group Inc

Healthcare
-147
- 11.26%
$274.35 - $599.47 $40.3K - $88.1K
1.16K $361K
CROX
Crocs, Inc.

Consumer Cyclical
-1.3K
- 4.3%
$88.67 - $120.26 $116K - $157K
29K $2.94M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-10.3K
- 1.24%
N/A
818K $19.4M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-3.31K
- 0.88%
$85.42 - $94.39 $283K - $313K
375K $35.2M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-3.5K
- 6.1%
$50.36 - $50.68 $176K - $177K
53.9K $2.73M
F
Ford Motor CO

Consumer Cyclical
-12.6K
- 51.04%
$8.69 - $10.85 $110K - $137K
12.1K $131K
BXSL
Blackstone Secured Lending Fund

Financial Services
-3.03K
- 22.05%
$26.88 - $32.74 $81.3K - $99.1K
10.7K $329K
HD
Home Depot, Inc.

Consumer Cyclical
-308
- 4.34%
$335.24 - $380.78 $103K - $117K
6.78K $2.49M
GBDC
Golub Capital Bdc, Inc.

Financial Services
-5.75K
- 17.14%
$13.03 - $15.28 $74.9K - $87.9K
27.8K $407K
VV
Vanguard Large Cap ETF

ETFs
-510
- 29.36%
$228.25 - $285.3 $116K - $146K
1.23K $350K
HDV
Ishares Core High Dividend ETF

ETFs
-43
- 0.21%
$108.41 - $120.51 $4.66K - $5.18K
20.7K $2.42M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-3.91K
- 11.27%
$72.96 - $90.39 $286K - $354K
30.8K $2.75M
DFIP
Dimensional ETF Tr Inflation P

ETFs
-1.31K
- 3.98%
$41.11 - $42.42 $53.7K - $55.4K
31.5K $1.32M
SHEL
Shell PLC

Energy
-742
- 20.57%
$59.75 - $73.05 $44.3K - $54.2K
2.87K $201K
IBMO
Ishares Tr Ibonds December 202

ETFs
-2.33K
- 16.5%
$25.32 - $25.63 $58.9K - $59.6K
11.8K $301K
IBMP
Ishares Tr Ibonds December 202

ETFs
-2.35K
- 11.82%
$24.98 - $25.35 $58.6K - $59.4K
17.5K $443K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-2.34K
- 11.47%
$24.88 - $25.41 $58.3K - $59.6K
18.1K $459K
GIS
General Mills Inc

Consumer Defensive
-72
- 1.32%
$50.37 - $60.97 $3.63K - $4.39K
5.37K $278K
KMX
Carmax Inc

Consumer Cyclical
-132
- 4.14%
$62.27 - $82.77 $8.22K - $10.9K
3.06K $205K
SBUX
Starbucks Corp

Consumer Cyclical
-81
- 1.8%
$79.69 - $99.41 $6.45K - $8.05K
4.43K $405K
VGSH
Vanguard

ETFs
-599
- 6.07%
$58.32 - $58.95 $34.9K - $35.3K
9.27K $545K
CACC
Credit Acceptance Corp

Financial Services
-50
- 7.9%
$443.32 - $529.8 $22.2K - $26.5K
583 $296K
IAU
Ishares Gold Trust

ETFs
-873
- 11.1%
$56.1 - $64.74 $49K - $56.5K
6.99K $436K
CPT
Camden Property Trust

Real Estate
-20
- 0.93%
$106.53 - $122.8 $2.13K - $2.46K
2.13K $240K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-178
- 1.46%
$24.32 - $27.87 $4.33K - $4.96K
12.1K $319K
VIG
Vanguard Dividend Appreciation

ETFs
-77
- 1.12%
N/A
6.82K $1.24M
VO
Vanguard Mid Cap ETF

ETFs
-122
- 11.52%
$228.54 - $279.83 $27.9K - $34.1K
937 $262K
WSM
Williams Sonoma Inc

Consumer Cyclical
-123
- 5.89%
$137.62 - $174.44 $16.9K - $21.5K
1.96K $320K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-450
- 1.82%
$23.32 - $24.45 $10.5K - $11K
24.3K $594K
CVS
Cvs Health Corp

Healthcare
-130
- 3.93%
$60.04 - $70.18 $7.81K - $9.12K
3.18K $219K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-7
- 0.03%
$100.04 - $100.54 $700 - $704
20.5K $2.06M
Ge Healthcare Technologies I
-1.72K
- 32.93%
N/A
3.5K $0
Ishares Tr
-200
- 0.89%
N/A
22.2K $0
VOE
Vanguard Mid Cap Value Index F

ETFs
-52
- 2.24%
$141.87 - $164.49 $7.38K - $8.55K
2.27K $372K
GLW
Corning Inc

Technology
-839
- 9.78%
$39.07 - $52.59 $32.8K - $44.1K
7.74K $407K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-100
- 1.21%
$37.51 - $45.52 $3.75K - $4.55K
8.18K $370K
SYK
Stryker Corp

Healthcare
-31
- 1.72%
$337.37 - $395.63 $10.5K - $12.3K
1.77K $700K
VOT
Vanguard Mid Cap Growth Index

ETFs
-54
- 3.97%
$216.28 - $284.39 $11.7K - $15.4K
1.31K $371K
VGT
Vanguard Information Technolog

ETFs
-8
- 2.06%
$470.37 - $663.28 $3.76K - $5.31K
380 $252K
HON
Honeywell International Inc

Industrials
-49
- 1.67%
$182.86 - $232.88 $8.96K - $11.4K
2.88K $671K
DE
Deere & CO

Industrials
-42
- 2.09%
$412.99 - $531.48 $17.3K - $22.3K
1.97K $1M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-181
- 1.01%
$22.27 - $29.21 $4.03K - $5.29K
17.8K $518K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-96
- 2.02%
$104.23 - $134.39 $10K - $12.9K
4.65K $625K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-250
- 1.73%
$152.93 - $181.74 $38.2K - $45.4K
14.2K $2.58M
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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