Klingman & Associates, LLC Purchases in Q4 2024

Klingman & Associates, LLC

  • $1.62 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
164K
+ 14.34%
$48.33 - $49.08 $7.92M - $8.04M
1.31M $63.3M
IVV
Ishares Core S&P 500 ETF

ETFs
319
+ 0.06%
$570.51 - $610.59 $182K - $195K
523K $308M
AAPL
Apple Inc.

Technology
2.55K
+ 1.02%
$221.69 - $259.02 $564K - $659K
252K $63M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
250K
+ 32.34%
$20.28 - $21.2 $5.08M - $5.31M
1.02M $20.8M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
150K
+ 23.92%
$44.04 - $49.49 $6.6M - $7.42M
776K $34.2M
IBDV
Ishares Tr

Technology
190K
+ 19.4%
$21.24 - $22.15 $4.03M - $4.21M
1.17M $25M
IEMG
Ishares Inc

ETFs
60K
+ 32.9%
N/A
242K $13M
IEFA
Ishares Tr

ETFs
90.4K
+ 15.97%
$70.06 - $77.43 $6.33M - $7M
656K $46.1M
AMZN
Amazon Com Inc

Consumer Cyclical
926
+ 2.1%
$180.88 - $232.93 $167K - $216K
45.1K $9.89M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
22.5K
+ 1.65%
$61.68 - $67.87 $1.39M - $1.53M
1.38M $86.1M
NYF
Ishares New York Muni Bond ETF

ETFs
23.4K
+ 11.9%
$52.85 - $54.34 $1.24M - $1.27M
220K $11.7M
TSLA
Tesla, Inc.

Consumer Cyclical
1.05K
+ 25.24%
$213.65 - $479.86 $224K - $504K
5.21K $2.1M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
70.3K
+ 5.8%
$22.71 - $23.47 $1.6M - $1.65M
1.28M $29.2M
GOOG
Alphabet Inc.

Communication Services
585
+ 2.24%
$163.08 - $198.16 $95.4K - $116K
26.7K $5.09M
GOOGL
Alphabet Inc.

Communication Services
1.35K
+ 7.57%
$161.86 - $196.66 $218K - $265K
19.1K $3.62M
AVGO
Broadcom Inc.

Technology
389
+ 4.81%
$159.67 - $250.0 $62.1K - $97.3K
8.47K $1.96M
IDEV
Ishares Core Msci Intl Develop

ETFs
6.75K
New
$64.18 - $70.42 $433K - $475K
6.75K $435K
RWL
Invesco Exchange Traded Fd Tr

ETFs
4.58K
+ 1.74%
$97.11 - $104.1 $445K - $477K
267K $26.2M
META
Meta Platforms, Inc.

Communication Services
570
+ 14.08%
$554.08 - $632.68 $316K - $361K
4.62K $2.72M
RJF
Raymond James Financial Inc

Financial Services
23
+ 0.22%
$123.0 - $170.1 $2.83K - $3.91K
10.5K $1.63M
VEU
Vanguard Ftse All World Ex Us

ETFs
8.65K
+ 27.47%
$57.29 - $63.1 $496K - $546K
40.1K $2.3M
NFLX
Netflix Inc

Communication Services
107
+ 10.23%
$687.65 - $936.56 $73.6K - $100K
1.15K $1.03M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
315
+ 3.65%
$521.84 - $558.82 $164K - $176K
8.95K $4.82M
VGT
Vanguard Information Technolog

ETFs
372
New
$571.78 - $647.97 $213K - $241K
372 $231K
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.54K
New
$77.25 - $91.3 $196K - $232K
2.54K $216K
VXF
Vanguard Extended Market ETF

ETFs
1.09K
New
$179.17 - $207.15 $195K - $226K
1.09K $206K
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
13.8K
+ 50.08%
$13.24 - $14.35 $183K - $198K
41.3K $568K
AXP
American Express CO

Financial Services
683
New
$267.35 - $305.57 $183K - $209K
683 $202K
BRLT
Brilliant Earth Group, Inc.

Consumer Cyclical
91.8K
New
$1.56 - $2.14 $143K - $196K
91.8K $196K
CRM
Salesforce, Inc.

Technology
77
+ 2.77%
$270.87 - $367.87 $20.9K - $28.3K
2.86K $954K
IWF
Ishares Russell 1000 Gr ETF

ETFs
195
+ 9.89%
$370.24 - $418.94 $72.2K - $81.7K
2.17K $870K
QQQ
Invesco Qqq Trust, Series 1

ETFs
104
+ 3.84%
$481.22 - $538.17 $50K - $56K
2.81K $1.44M
MS
Morgan Stanley

Financial Services
492
+ 20.31%
$104.42 - $134.99 $51.4K - $66.4K
2.91K $366K
WMT
Walmart Inc.

Consumer Defensive
262
+ 2.94%
$79.1 - $95.7 $20.7K - $25.1K
9.16K $827K
HON
Honeywell International Inc

Industrials
171
+ 6.41%
$202.84 - $236.0 $34.7K - $40.4K
2.84K $641K
NOW
Service Now, Inc.

Technology
16
+ 4.2%
$867.18 - $1148.42 $13.9K - $18.4K
397 $420K
GS
Goldman Sachs Group Inc

Financial Services
37
+ 4.84%
$486.1 - $608.57 $18K - $22.5K
801 $458K
C
Citigroup Inc

Financial Services
684
+ 21.41%
$61.31 - $72.5 $41.9K - $49.6K
3.88K $273K
IWD
Ishares Russell 1000 Val ETF

ETFs
439
+ 19.88%
$183.23 - $199.79 $80.4K - $87.7K
2.65K $490K
VO
Vanguard Mid Cap ETF

ETFs
240
+ 23.44%
$261.5 - $284.63 $62.8K - $68.3K
1.26K $333K
PANW
Palo Alto Networks Inc

Technology
1K
+ 133.6%
$181.96 - $405.9 $182K - $407K
1.75K $318K
FFIV
F5, Inc.

Technology
28
+ 1.62%
$213.56 - $263.36 $5.98K - $7.37K
1.75K $441K
ITOT
Ishares Core S&P Total U.S. St

ETFs
129
+ 0.94%
$124.26 - $134.12 $16K - $17.3K
13.8K $1.78M
CSCO
Cisco Systems, Inc.

Technology
119
+ 1.51%
$52.45 - $60.02 $6.24K - $7.14K
7.99K $472K
ISRG
Intuitive Surgical Inc

Healthcare
55
+ 7.59%
$471.27 - $550.62 $25.9K - $30.3K
780 $407K
SCHW
Schwab Charles Corp

Financial Services
125
+ 3.16%
$63.31 - $82.85 $7.91K - $10.4K
4.08K $302K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
73
+ 5.5%
$229.83 - $258.46 $16.8K - $18.9K
1.4K $346K
ORCL
Oracle Corp

Technology
482
+ 4.19%
$165.41 - $192.43 $79.7K - $92.8K
12K $2M
PM
Philip Morris International Inc.

Consumer Defensive
324
+ 10.83%
$118.38 - $133.06 $38.4K - $43.1K
3.32K $398K
Activity Summary
Buys All Purchases 104 New Holdings 7 Increased Positions 97 Sells All Sells 108 Reductions 108 Sold out 0 Options Calls 0 Puts 0
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