KA

Klingman & Associates, LLC

13F
Klingman & Associates, LLC
Last update 2024-11-02 265 Stocks (25 new)
Value $1.61 Bil Turnover 4 %
Countries:
Top Holdings: IVV(18.67%)IJH(5.25%)SPY(4.31%)IJR(3.85%)SPYV(3.64%)
Portfolio Report
Summary Stock Picks Current Portfolio
Klingman & Associates, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV 		iShares Core S&P 500 ETF
522,623
301459.300
+1.86%
18.670
+0.34%
0.060
+11.15%
+21.05%
544755.826
 
IJH 		iShares Core S&P Mid-Cap ETF
1,359,721
84737.800
+3.95%
5.250
+0.20%
0.090
+9.52%
+13.25%
92873.190
 
SPY 		S&P 500 ETF TRUST ETF
121,174
69524.620
-2.30%
4.310
-0.10%
0.010
+11.21%
+21.06%
595705.351
 
IJR 		iShares Core S&P Small-Cap ETF
531,921
62213.450
+2.43%
3.850
+0.09%
0.070
+8.43%
+7.85%
86854.369
 
SPYV 		SPDR Portfolio S&P 500 Value ETF
1,110,654
58709.180
-0.28%
3.640
-0.01%
0.230
+7.54%
+12.59%
24488.700
 
AAPL 		Apple Inc
248,989
58014.390
+3.92%
3.590
+0.14%
0.000
+6.77%
+16.36%
3376190.113
Hardware
SPYG 		SPDR Portfolio S&P 500 Growth ETF
683,097
56656.050
-0.67%
3.510
-0.02%
0.190
+14.10%
+28.69%
31040.173
 
VTIP 		Vanguard Short-Term Inflation-Protected Securities
1,142,860
56354.410
-0.80%
3.490
-0.03%
0.510
+0.10%
+2.59%
11006.888
 
IEFA 		iShares Core MSCI EAFE ETF
565,812
44161.610
+2.51%
2.740
+0.07%
0.030
+6.41%
+6.01%
122742.985
 
VEA 		Vanguard FTSE Developed Markets ETF
827,056
43676.840
+15.96%
2.710
+0.37%
0.030
+6.49%
+5.82%
138971.386
 

Klingman & Associates, LLC's Historical Top Holdings Breakdowns

Klingman & Associates, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PJT 		PJT Partners Inc2024-09-30Reduce
-0.53%
●
108.91 ($122.19) 136.42
$140.61
15.07%
Reduce -48.56%
76,802
-72,500
VEA 		Vanguard FTSE Developed Markets ETF2024-09-30Add
+0.37%
●
47.6 ($50.85) 53.31
$50.72
-0.26%
Add 15.96%
827,056
113,817
IVV 		iShares Core S&P 500 ETF2024-09-30Add
+0.34%
●
520.18 ($556.01) 576.82
$578.27
4.00%
Add 1.86%
522,623
9,557
IJH 		iShares Core S&P Mid-Cap ETF2024-09-30Add
+0.20%
●
57.32 ($60.3) 62.65
$62.88
4.28%
Add 3.95%
1,359,721
51,614
XOM 		Exxon Mobil Corp2024-09-30Add
+0.19%
●
109.72 ($115.47) 119
$118.58
2.69%
Add 97.53%
52,009
25,679
VWO 		Vanguard FTSE Emerging Markets ETF2024-09-30Add
+0.19%
●
41.9 ($44.52) 48.26
$47.42
6.51%
Add 11.57%
626,510
64,968
IBDW 		iShares iBonds Dec 2031 Term Corporate ETF2024-09-30Add
+0.15%
●
20.12 ($20.85) 21.28
$20.63
-1.06%
Add 17.51%
774,020
115,353
AAPL 		Apple Inc2024-09-30Add
+0.14%
●
207.23 ($223.32) 234.82
$223.35
0.02%
Add 3.92%
248,989
9,393
IBDV 		iShares iBonds Dec 2030 Term Corporate ETF2024-09-30Add
+0.13%
●
21.11 ($21.81) 22.23
$21.55
-1.22%
Add 10.29%
979,221
91,358
GOOG 		Alphabet Inc2024-09-30Add
+0.11%
●
149.54 ($169.25) 192.66
$171.56
1.36%
Add 66.23%
26,156
10,421

Klingman & Associates, LLC Total Holding History ($B)

To

Klingman & Associates, LLC's Asset Allocation

To

Klingman & Associates, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Klingman & Associates, LLC's Hypothetical Growth since 2024-09-30

Klingman & Associates, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Klingman & Associates, LLC's Holdings Heat Map

Size field:

Klingman & Associates, LLC's Holdings Bubble Chart

Klingman & Associates, LLC News

  • 1

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