Klingman & Associates, LLC has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.61 Billion distributed in 265 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 $301M, Ishares Core S&P Mid Cap ETF with a value of $84.7M, Spdr S&P 500 ETF Trust with a value of $69.5M, Ishares Core S&P Sm Cap ETF with a value of $62.2M, and Spdr Portfolio S&P 500 Value E with a value of $58.7M.
Examining the 13F form we can see an increase of $132M in the current position value, from $1.48B to 1.61B.
Below you can find more details about Klingman & Associates, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.61 Billion
ETFs: $1.31 Billion
Technology: $108 Million
Financial Services: $56 Million
Consumer Cyclical: $26 Million
Healthcare: $16.6 Million
Communication Services: $12.3 Million
Industrials: $11.1 Million
Consumer Defensive: $9.31 Million
Other: $21.3 Million
Stock Holdings Table Market Cap. of $200 Billions or more
