Klingman & Associates, LLC Portfolio Holdings
Klingman & Associates, LLC
- $1.61 Billion
- Q3 2024
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 265
- Current Value $1.61 Billion
- Prior Value $1.48 Billion
- Filing
- Period Q3 2024
- Filing Date November 01, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 25 stocks
- Additional Purchases 106 stocks
- Sold out of 0 stocks
- Reduced holdings in 71 stocks