Klingman & Associates, LLC Reduced Holdings in Q3 2025

Klingman & Associates, LLC

  • $1.97 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DDOG
Datadog, Inc.

Technology
-23.7K
- 16.91%
$124.52 - $155.15 $2.95M - $3.67M
116K $16.6M
AMAT
Applied Materials Inc

Technology
-8.35K
- 44.85%
$156.25 - $204.95 $1.3M - $1.71M
10.3K $2.1M
JLL
Jones Lang Lasalle Inc

Real Estate
-6.51K
- 21.7%
$248.95 - $319.66 $1.62M - $2.08M
23.5K $7.01M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-15.6K
- 1.9%
N/A
803K $19.1M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-6.1K
- 11.32%
$50.47 - $50.74 $308K - $310K
47.8K $2.43M
ACN
Accenture PLC

Technology
-552
- 22.03%
$232.56 - $304.78 $128K - $168K
1.95K $481K
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
-11.3K
- 3.97%
$24.08 - $24.5 $272K - $277K
273K $6.64M
IBM
International Business Machines Corp

Technology
-414
- 8.2%
$234.77 - $292.47 $97.2K - $121K
4.63K $1.31M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-591
- 21.32%
$420.11 - $472.68 $248K - $279K
2.18K $1.02M
INTU
Intuit Inc

Technology
-104
- 15.45%
$646.03 - $807.39 $67.2K - $84K
569 $388K
PGR
Progressive Corp

Financial Services
-279
- 8.83%
$238.61 - $264.3 $66.6K - $73.7K
2.88K $710K
NVO
Novo Nordisk A S

Healthcare
-908
- 15.0%
$45.38 - $71.7 $41.2K - $65.1K
5.15K $285K
ADP
Automatic Data Processing Inc

Industrials
-10
- 0.14%
$288.69 - $310.94 $2.89K - $3.11K
7.12K $2.09M
ARES
Ares Management Corp

Financial Services
-432
- 14.27%
$159.89 - $192.76 $69.1K - $83.3K
2.6K $415K
PRI
Primerica, Inc.

Financial Services
-358
- 27.08%
$255.46 - $285.58 $91.5K - $102K
964 $267K
SAP
Sap Se

Technology
-175
- 14.4%
$252.42 - $311.93 $44.2K - $54.6K
1.04K $277K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-1.89K
- 23.08%
$45.07 - $47.56 $85K - $89.7K
6.29K $289K
DFIP
Dimensional ETF Tr Inflation P

ETFs
-2.09K
- 6.64%
$41.6 - $42.66 $87.1K - $89.3K
29.4K $1.24M
CMCSA
Comcast Corp

Communication Services
-912
- 12.34%
$31.41 - $36.33 $28.6K - $33.1K
6.48K $203K
NOW
Service Now, Inc.

Technology
-3
- 0.56%
$850.86 - $1044.69 $2.55K - $3.13K
530 $487K
SBUX
Starbucks Corp

Consumer Cyclical
-318
- 7.18%
$81.9 - $96.86 $26K - $30.8K
4.11K $347K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-1.31K
- 2.29%
$72.01 - $74.44 $94.3K - $97.5K
55.9K $4.11M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.44K
- 20.22%
$26.38 - $27.95 $64.3K - $68.1K
9.61K $262K
ABT
Abbott Laboratories

Healthcare
-206
- 1.65%
$120.51 - $136.62 $24.8K - $28.1K
12.3K $1.65M
CL
Colgate Palmolive CO

Consumer Defensive
-126
- 3.37%
$79.36 - $93.33 $10K - $11.8K
3.61K $288K
PDN
Invesco Fd Tr

ETFs
-2.38K
- 10.03%
$38.58 - $41.85 $91.8K - $99.6K
21.3K $877K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-1.68K
- 9.31%
$25.37 - $25.79 $42.7K - $43.4K
16.4K $420K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-90
- 2.4%
$65.64 - $78.22 $5.91K - $7.04K
3.65K $245K
TXN
Texas Instruments Inc

Technology
-149
- 3.11%
N/A
4.65K $904K
CB
Chubb LTD

Financial Services
-66
- 5.12%
$265.99 - $289.59 $17.6K - $19.1K
1.22K $345K
EME
Emcor Group, Inc.

Industrials
-148
- 24.46%
$530.88 - $655.83 $78.6K - $97.1K
457 $296K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-490
- 2.07%
$81.76 - $86.36 $40.1K - $42.3K
23.1K $1.96M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-1.09K
- 4.47%
$24.39 - $24.93 $26.5K - $27.1K
23.2K $573K
CPT
Camden Property Trust

Real Estate
-70
- 3.28%
$104.05 - $115.69 $7.28K - $8.1K
2.06K $220K
IBMO
Ishares Tr Ibonds December 202

ETFs
-773
- 6.57%
$25.58 - $25.72 $19.8K - $19.9K
11K $282K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-397
- 8.53%
$133.48 - $144.38 $53K - $57.3K
4.26K $606K
ETN
Eaton Corp PLC

Industrials
-80
- 10.05%
$342.99 - $392.76 $27.4K - $31.4K
716 $267K
APD
Air Products & Chemicals, Inc.

Basic Materials
-11
- 0.8%
$265.78 - $299.3 $2.92K - $3.29K
1.37K $373K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-3.25K
- 0.33%
$24.14 - $24.34 $78.4K - $79K
988K $24M
UNP
Union Pacific Corp

Industrials
-85
- 4.69%
$214.91 - $237.16 $18.3K - $20.2K
1.73K $407K
VV
Vanguard Large Cap ETF

ETFs
-117
- 9.54%
$285.05 - $309.14 $33.4K - $36.2K
1.11K $341K
DHR
Danaher Corp

Healthcare
-46
- 1.85%
$181.46 - $212.2 $8.35K - $9.76K
2.45K $484K
VIG
Vanguard Dividend Appreciation

ETFs
-27
- 0.4%
N/A
6.79K $1.24M
BNL
Broadstone Net Lease, Inc.

Real Estate
-1.64K
- 11.48%
$15.75 - $18.78 $25.8K - $30.8K
12.6K $226K
XLF
Financial Sector Spdr

ETFs
-148
- 3.76%
$51.37 - $54.25 $7.6K - $8.03K
3.79K $204K
Blackrock Inc
-55
- 5.12%
N/A
1.02K $0
Linde PLC
-69
- 4.36%
N/A
1.51K $0
Ishares Tr
-793
- 3.58%
N/A
21.4K $0
SCHW
Schwab Charles Corp

Financial Services
-336
- 3.94%
$91.03 - $98.69 $30.6K - $33.2K
8.2K $782K
Activity Summary
Buys All Purchases 175 New Holdings 30 Increased Positions 145 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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