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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
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