Klingman & Associates, LLC Reduced Holdings in Q4 2024

Klingman & Associates, LLC

  • $1.62 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ADBE
Adobe Inc.

Technology
-21
- 1.71%
$437.39 - $552.96 $9.19K - $11.6K
1.21K $536K
VUG
Vanguard Growth ETF

ETFs
-420
- 13.61%
$378.79 - $428.11 $159K - $180K
2.67K $1.09M
PEP
Pepsico Inc

Consumer Defensive
-162
- 4.6%
$151.29 - $176.1 $24.5K - $28.5K
3.36K $510K
HSY
Hershey CO

Consumer Defensive
-48
- 1.37%
$168.67 - $193.65 $8.1K - $9.3K
3.45K $584K
VBK
Vanguard Small Cap Growth ETF

ETFs
-346
- 25.18%
$264.18 - $304.19 $91.4K - $105K
1.03K $287K
ADP
Automatic Data Processing Inc

Industrials
-698
- 8.93%
$280.08 - $307.97 $195K - $215K
7.12K $2.08M
PG
Procter & Gamble CO

Consumer Defensive
-124
- 1.19%
$161.05 - $179.7 $20K - $22.3K
10.3K $1.72M
AMGN
Amgen Inc

Healthcare
-12
- 1.0%
$258.78 - $328.31 $3.11K - $3.94K
1.19K $309K
F
Ford Motor CO

Consumer Cyclical
-5.56K
- 17.97%
$9.69 - $11.4 $53.8K - $63.3K
25.4K $251K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-2.09K
- 0.81%
$84.34 - $95.14 $176K - $199K
255K $22.2M
GIS
General Mills Inc

Consumer Defensive
-251
- 4.69%
$62.78 - $74.62 $15.8K - $18.7K
5.1K $325K
VOT
Vanguard Mid Cap Growth Index

ETFs
-344
- 19.95%
$241.48 - $274.89 $83.1K - $94.6K
1.38K $350K
ECL
Ecolab Inc.

Basic Materials
-40
- 1.44%
$234.32 - $261.43 $9.37K - $10.5K
2.74K $641K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-1.99K
- 8.21%
$25.06 - $25.59 $49.9K - $51K
22.3K $560K
IDXX
Idexx Laboratories Inc

Healthcare
-8
- 1.32%
$406.92 - $495.42 $3.26K - $3.96K
597 $246K
DD
Du Pont De Nemours, Inc.

Basic Materials
-84
- 2.08%
$75.95 - $88.05 $6.38K - $7.4K
3.96K $301K
DIS
Walt Disney CO

Communication Services
-1.54K
- 19.97%
$92.39 - $117.6 $142K - $181K
6.17K $686K
TMUS
T Mobile Us, Inc.

Communication Services
-327
- 23.39%
$206.1 - $246.94 $67.4K - $80.7K
1.07K $236K
VZ
Verizon Communications Inc

Communication Services
-435
- 6.11%
$39.6 - $45.21 $17.2K - $19.7K
6.69K $267K
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
-1.5K
- 11.16%
$32.85 - $34.26 $49.3K - $51.4K
11.9K $395K
CL
Colgate Palmolive CO

Consumer Defensive
-25
- 0.73%
$90.22 - $102.31 $2.26K - $2.56K
3.42K $310K
ED
Consolidated Edison Inc

Utilities
-64
- 2.33%
$88.87 - $107.38 $5.69K - $6.87K
2.68K $239K
IBMP
Ishares Tr Ibonds December 202

ETFs
-1.49K
- 6.14%
$25.08 - $25.43 $37.4K - $37.9K
22.8K $573K
PPG
Ppg Industries Inc

Basic Materials
-15
- 0.46%
$119.09 - $131.37 $1.79K - $1.97K
3.27K $390K
PGR
Progressive Corp

Financial Services
-62
- 4.37%
$239.6 - $268.88 $14.9K - $16.7K
1.36K $325K
SJM
J M Smucker CO

Consumer Defensive
-77
- 4.05%
$106.92 - $121.75 $8.23K - $9.37K
1.83K $200K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-188
- 1.99%
$126.68 - $134.74 $23.8K - $25.3K
9.27K $1.18M
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
-2K
- 15.9%
$9.57 - $10.31 $19.1K - $20.6K
10.6K $101K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-753
- 2.81%
$24.19 - $24.63 $18.2K - $18.5K
26.1K $630K
APD
Air Products & Chemicals, Inc.

Basic Materials
-60
- 7.19%
$285.5 - $335.62 $17.1K - $20.1K
774 $224K
TIP
Ishares Tr Tips Bd ETF

ETFs
-100
- 4.55%
$106.33 - $110.69 $10.6K - $11.1K
2.1K $223K
ACN
Accenture PLC

Technology
-37
- 1.6%
$343.9 - $376.86 $12.7K - $13.9K
2.27K $799K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-83
- 3.09%
$91.94 - $100.02 $7.63K - $8.3K
2.61K $241K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
-330
- 1.14%
$44.2 - $49.46 $14.6K - $16.3K
28.6K $1.31M
IBM
International Business Machines Corp

Technology
-12
- 0.26%
$204.9 - $238.04 $2.46K - $2.86K
4.54K $998K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-60
- 2.61%
$90.66 - $99.46 $5.44K - $5.97K
2.24K $203K
IAU
Ishares Gold Trust

ETFs
-117
- 1.47%
$48.37 - $52.65 $5.66K - $6.16K
7.87K $389K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-13
- 0.09%
$104.52 - $115.08 $1.36K - $1.5K
14.9K $1.57M
Ge Healthcare Technologies I
-2.06K
- 28.38%
N/A
5.19K $0
Ishares Tr
-3.57K
- 14.35%
N/A
21.3K $0
PH
Parker Hannifin Corp

Industrials
-2
- 0.48%
$621.74 - $709.46 $1.24K - $1.42K
419 $266K
TFC
Truist Financial Corp

Financial Services
-39
- 0.34%
$41.51 - $48.1 $1.62K - $1.88K
11.5K $499K
VB
Vanguard Small Cap ETF

ETFs
-93
- 0.84%
$233.76 - $261.58 $21.7K - $24.3K
11K $2.64M
COST
Costco Wholesale Corp

Consumer Defensive
-71
- 2.25%
$873.59 - $994.69 $62K - $70.6K
3.09K $2.83M
BAC
Bank Of America Corp

Financial Services
-203
- 1.82%
$39.22 - $47.77 $7.96K - $9.7K
10.9K $480K
TJX
Tjx Companies Inc

Consumer Cyclical
-111
- 0.68%
$112.15 - $127.2 $12.4K - $14.1K
16.2K $1.96M
WSM
Williams Sonoma Inc

Consumer Cyclical
-91
- 3.9%
$129.13 - $198.21 $11.8K - $18K
2.24K $415K
ARES
Ares Management Corp

Financial Services
-112
- 2.15%
$153.38 - $183.7 $17.2K - $20.6K
5.09K $900K
VTI
Vanguard Total Stock Market Et

ETFs
-639
- 1.35%
$280.04 - $302.45 $179K - $193K
46.7K $13.5M
Activity Summary
Buys All Purchases 104 New Holdings 7 Increased Positions 97 Sells All Sells 108 Reductions 108 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Klingman & Associates, LLC Portfolio

Follow Klingman & Associates, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Klingman & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Klingman & Associates, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email