KA
| |
Klingman & Associates, LLC13F | |
| Klingman & Associates, LLC | |
| Last update 2025-05-13 | 263 Stocks (18 new) |
| Value $1.63 Bil | Turnover 4 % |
Klingman & Associates, LLC Top Holdings of 2025-03-31
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| 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 | 528,936 | 297,209.1 | +1.15% | 18.200 | +0.21% | 0.050 | +19.34% | +7.31% | 636,576.3 | ||
IJH | iShares Core S&P Mid-Cap ETF | 1,432,678 | 83,596.8 | +3.65% | 5.120 | +0.18% | 0.090 | +16.27% | +2.52% | 97,920.0 | ||
VTIP |
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
| 1,408,916 | 70,304.9 | +7.82% | 4.300 | +0.31% | 0.520 | +0.52% | +3.53% | 15,001.3 | ||
SPY | SPDR S&P 500 ETF Trust | 119,956 | 67,102.3 | +0.12% | 4.110 | 0% | 0.010 | +19.62% | +7.94% | 648,846.5 | ||
SPYV | SPDR Portfolio S&P 500 Value ETF | 1,132,034 | 57,813.0 | +3.09% | 3.540 | +0.11% | 0.220 | +11.74% | +4.24% | 27,142.9 | ||
IJR | iShares Core S&P Small-Cap ETF | 549,890 | 57,502.1 | +2.34% | 3.520 | +0.08% | 0.070 | +16.73% | -2.07% | 82,221.5 | ||
AAPL | Apple Inc | 253,189 | 56,240.9 | +0.66% | 3.440 | +0.02% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 689,483 | 55,413.8 | +2.27% | 3.390 | +0.08% | 0.180 | +26.86% | +10.32% | 38,705.6 | ||
IEFA | iShares Core MSCI EAFE ETF | 698,801 | 52,864.3 | +6.50% | 3.240 | +0.20% | 0.040 | +8.99% | +18.80% | 144,033.5 | ||
VEA | Vanguard FTSE Developed Markets ETF | 963,057 | 48,952.2 | +9.13% | 3.000 | +0.25% | 0.040 | +11.22% | +19.78% | 160,177.0 |
Klingman & Associates, LLC's Historical Top Holdings Breakdowns
Klingman & Associates, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IBDX |
iShares iBonds Dec 2032 Term Corporate ETF
iShares iBonds Dec 2032 Term Corporate ETF
| 2025-03-31 | New Buy New Buy | +0.60% | 24.21 ($24.74) 25.09 | $25.22 | 1.94% | New holding | 393,449 | 393,449 | |
IBDW |
iShares iBonds Dec 2031 Term Corporate ETF
iShares iBonds Dec 2031 Term Corporate ETF
| 2025-03-31 | Add Add | +0.33% | 20.1 ($20.52) 20.8 | $20.97 | 2.19% | Add 25.19% | 1,282,281 | 257,981 | |
VTIP |
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
| 2025-03-31 | Add Add | +0.31% | 48.43 ($49.09) 49.9 | $50.13 | 2.12% | Add 7.82% | 1,408,916 | 102,152 | |
PJT | PJT Partners Inc | 2025-03-31 | Reduce Reduce | -0.30% | 135.97 ($157.31) 177.59 | $184.36 | 17.20% | Reduce -66.77% | 15,567 | -31,285 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-03-31 | Add Add | +0.25% | 47.4 ($50.6) 52.99 | $57.28 | 13.20% | Add 9.13% | 963,057 | 80,591 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +0.21% | 554.06 ($590.51) 615.85 | $631.74 | 6.98% | Add 1.15% | 528,936 | 5,994 | |
IEFA | iShares Core MSCI EAFE ETF | 2025-03-31 | Add Add | +0.20% | 69.57 ($74.78) 78.65 | $83.49 | 11.65% | Add 6.5% | 698,801 | 42,625 | |
IBDV |
iShares iBonds Dec 2030 Term Corporate ETF
iShares iBonds Dec 2030 Term Corporate ETF
| 2025-03-31 | Add Add | +0.19% | 21.11 ($21.49) 21.73 | $21.94 | 2.09% | Add 12.28% | 1,312,798 | 143,607 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-03-31 | Add Add | +0.18% | 57.21 ($62.1) 65.8 | $63.88 | 2.87% | Add 3.65% | 1,432,678 | 50,460 | |
LAMR | Lamar Advertising Co | 2025-03-31 | New Buy New Buy | +0.11% | 110.65 ($121.77) 132.9 | $125.17 | 2.79% | New holding | 15,539 | 15,539 |
Klingman & Associates, LLC Total Holding History ($B)
Klingman & Associates, LLC's Asset Allocation
Klingman & Associates, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Klingman & Associates, LLC's Hypothetical Growth since 2025-03-31
Klingman & Associates, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Klingman & Associates, LLC's Holdings Heat Map
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Klingman & Associates, LLC's Holdings Bubble Chart
Klingman & Associates, LLC News
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