Klingman & Associates, LLC has disclosed 265 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2024-09-30. The current portfolio value is calculated to be $1.61 Bil. The turnover rate is 4%.
In Klingman & Associates, LLC's current portfolio as of 2024-09-30, the top 5 holdings are
iShares Core S&P 500 ETF (IVV), iShares Core S&P Mid-Cap ETF (IJH), S&P 500 ETF TRUST ETF (SPY), iShares Core S&P Small-Cap ETF (IJR), SPDR Portfolio S&P 500 Value ETF (SPYV), not including call and put options.
Klingman & Associates, LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Klingman & Associates, LLC, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Klingman & Associates, LLC, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Klingman & Associates, LLC.