Klingman & Associates, LLC Portfolio Holdings
Klingman & Associates, LLC
- $1.62 Billion
- Q4 2024
Klingman & Associates, LLC has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.62 Billion distributed in 256 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 $308M, Ishares Core S&P Mid Cap ETF with a value of $86.1M, Spdr S&P 500 ETF Trust with a value of $70.2M, Vanguard Sht Trm Inflt Prot Fd with a value of $63.3M, and Apple Inc. with a value of $63M.
Examining the 13F form we can see an increase of $13.2M in the current position value, from $1.61B to 1.62B.
Below you can find more details about Klingman & Associates, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.62 Billion
ETFs: $1.32 Billion
Technology: $117 Million
Financial Services: $52.5 Million
Consumer Cyclical: $27.2 Million
Communication Services: $14.2 Million
Healthcare: $13.1 Million
Consumer Defensive: $8.73 Million
Industrials: $8.3 Million
Other: $16.8 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 256
- Current Value $1.62 Billion
- Prior Value $1.61 Billion
- Filing
- Period Q4 2024
- Filing Date January 31, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 7 stocks
- Additional Purchases 97 stocks
- Sold out of 0 stocks
- Reduced holdings in 108 stocks