Klingman & Associates, LLC Portfolio Holdings

Klingman & Associates, LLC

  • $1.63 Billion
  • Q1 2025

Klingman & Associates, LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.63 Billion distributed in 263 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $297M, Ishares Core S&P Mid Cap ETF with a value of $83.6M, Vanguard Sht Trm Inflt Prot Fd with a value of $70.3M, Spdr S&P 500 ETF Trust with a value of $67.1M, and Spdr Portfolio S&P 500 Value E with a value of $57.8M.

Examining the 13F form we can see an increase of $5.99M in the current position value, from $1.62B to 1.63B.

Below you can find more details about Klingman & Associates, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.63 Billion
ETFs: $1.33 Billion
Technology: $102 Million
Financial Services: $49.3 Million
Consumer Cyclical: $24.6 Million
Healthcare: $14.2 Million
Communication Services: $12.8 Million
Industrials: $10.8 Million
Consumer Defensive: $10.3 Million
Other: $19.4 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$263B
$820,000 0.05% of portfolio
9,346
Q1 2025 Added 2.04%
$22.4B
$816,000 0.05% of portfolio
2,467
Q1 2025 New
$187B
$695,000 0.04% of portfolio
2,229
Q1 2025 Reduced 1.94%
$177B
$669,000 0.04% of portfolio
3,441
Q1 2025 Added 30.69%
$220B
$587,000 0.04% of portfolio
5,950
Q1 2025 Reduced 3.53%
$148B
$670,000 0.04% of portfolio
1,802
Q1 2025 Reduced 35.41%
$225B
$585,000 0.04% of portfolio
127
Q1 2025 Reduced 2.31%
$160B
$621,000 0.04% of portfolio
2,933
Q1 2025 Added 3.35%
$284B
$660,000 0.04% of portfolio
10,699
Q1 2025 Added 33.96%
$283B
$684,000 0.04% of portfolio
1,306
Q1 2025 Reduced 30.53%
$147B
$611,000 0.04% of portfolio
2,162
Q1 2025 Added 59.2%
$276B
$726,000 0.04% of portfolio
4,577
Q1 2025 Added 38.07%
$23.8B
$613,000 0.04% of portfolio
3,587
Q1 2025 Added 3.88%
$45.5B
$680,000 0.04% of portfolio
5,328
Q1 2025 Reduced 15.79%
$143B
$513,000 0.03% of portfolio
20,267
Q1 2025 New
$55.7B
$412,000 0.03% of portfolio
659
Q1 2025 Reduced 1.49%
$108B
$442,000 0.03% of portfolio
4,511
Q1 2025 Added 31.1%
$59.9B
$483,000 0.03% of portfolio
11,756
Q1 2025 Added 2.16%
$140B
$529,000 0.03% of portfolio
2,270
Q1 2025 Added 32.75%
$185B
$539,000 0.03% of portfolio
3,596
Q1 2025 Added 7.09%
$215B
$542,000 0.03% of portfolio
4,094
Q1 2025 Added 0.84%
$168B
$453,000 0.03% of portfolio
5,787
Q1 2025 Added 41.73%
$0
$549,000 0.03% of portfolio
42,540
Q1 2025 Added 2.9%
$5.14B
$444,000 0.03% of portfolio
13,726
Q1 2025 Added 0.19%
$96.2B
$537,000 0.03% of portfolio
23,682
Q1 2025 Added 43.08%
$30.5B
$552,000 0.03% of portfolio
4,439
Q1 2025 Added 0.61%
$18.1B
$468,000 0.03% of portfolio
1,758
Q1 2025 Added 0.23%
$212B
$529,000 0.03% of portfolio
1,606
Q1 2025 Added 128.45%
$35.4B
$441,000 0.03% of portfolio
3,994
Q1 2025 Added 48.97%
$238B
$443,000 0.03% of portfolio
811
Q1 2025 Added 1.25%
$187B
$415,000 0.03% of portfolio
839
Q1 2025 Added 7.56%
$2.55B
$507,000 0.03% of portfolio
33,538
Q4 2024 Reduced 46.37%
$376B
$448,000 0.03% of portfolio
10,752
Q1 2025 Reduced 1.68%
$159B
$420,000 0.03% of portfolio
1,350
Q1 2025 Added 13.83%
$898M
$419,000 0.03% of portfolio
32,939
Q1 2025 Added 0.86%
$103B
$412,000 0.03% of portfolio
6,878
Q1 2025 New
$47.2B
$346,000 0.02% of portfolio
1,104
Q1 2025 New
$157B
$272,000 0.02% of portfolio
7,381
Q1 2025 Added 6.6%
$25.1B
$299,000 0.02% of portfolio
4,184
Q1 2025 Reduced 1.69%
$145B
$270,000 0.02% of portfolio
1,144
Q1 2025 Reduced 28.19%
$82.7B
$390,000 0.02% of portfolio
3,563
Q1 2025 New
$44.5B
$392,000 0.02% of portfolio
8,583
Q1 2025 Added 29.32%
$289B
$289,000 0.02% of portfolio
1,086
Q1 2025 Added 1.4%
$76.4B
$319,000 0.02% of portfolio
1,260
Q1 2025 Reduced 53.96%
$54.8B
$284,000 0.02% of portfolio
4,522
Q1 2025 Added 8.36%
$6.74B
$326,000 0.02% of portfolio
633
Q2 2024 Reduced 13.41%
$146B
$405,000 0.02% of portfolio
1,978
Q1 2025 Reduced 1.1%
$76.4B
$334,000 0.02% of portfolio
3,566
Q1 2025 Added 4.3%
$166B
$258,000 0.02% of portfolio
3,642
Q1 2025 Reduced 6.11%

Summary

  • Portfolio
  • No. of Stocks 263
  • Current Value $1.63 Billion
  • Prior Value $1.62 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 18 stocks
  • Additional Purchases 133 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 65 stocks
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