Klingman & Associates, LLC Reduced Holdings in Q2 2024

Klingman & Associates, LLC

  • $1.48 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-425
- 1.29%
$37.19 - $39.82 $15.8K - $16.9K
32.6K $1.25M
HDV
Ishares Core High Dividend ETF

ETFs
-43
- 0.2%
$105.85 - $111.68 $4.55K - $4.8K
21.3K $2.31M
IXUS
Ishares Tr

ETFs
-342
- 1.2%
$65.1 - $70.07 $22.3K - $24K
28.2K $1.9M
EQR
Equity Residential

Real Estate
-911
- 17.94%
$59.68 - $69.34 $54.4K - $63.2K
4.17K $289K
VO
Vanguard Mid Cap ETF

ETFs
-87
- 7.83%
$234.99 - $248.98 $20.4K - $21.7K
1.02K $247K
ED
Consolidated Edison Inc

Utilities
-262
- 9.23%
$87.42 - $98.12 $22.9K - $25.7K
2.58K $230K
VGSH
Vanguard

ETFs
-433
- 2.16%
$57.55 - $58.0 $24.9K - $25.1K
19.6K $1.14M
VBK
Vanguard Small Cap Growth ETF

ETFs
-26
- 1.85%
$237.63 - $258.31 $6.18K - $6.72K
1.38K $345K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-171
- 0.33%
$50.22 - $50.48 $8.59K - $8.63K
51.7K $2.61M
Ishares Tr
-18.1K
- 42.74%
N/A
24.2K $0
SO
Southern CO

Utilities
-174
- 4.63%
$67.77 - $80.71 $11.8K - $14K
3.59K $278K
GLD
Spdr Gold Trust

ETFs
-25
- 1.41%
$207.82 - $224.56 $5.2K - $5.61K
1.74K $374K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-274
- 5.56%
$87.04 - $101.61 $23.8K - $27.8K
4.66K $469K
NVS
Novartis Ag

Healthcare
-90
- 3.31%
$92.57 - $107.37 $8.33K - $9.66K
2.63K $279K
AMGN
Amgen Inc

Healthcare
-52
- 4.17%
$262.75 - $319.31 $13.7K - $16.6K
1.2K $373K
CPT
Camden Property Trust

Real Estate
-8
- 0.39%
$95.05 - $111.1 $760 - $889
2.06K $224K
ADBE
Adobe Inc.

Technology
-57
- 4.43%
$439.02 - $555.54 $25K - $31.7K
1.23K $683K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-139
- 0.8%
$108.78 - $119.23 $15.1K - $16.6K
17.2K $2.05M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-24
- 1.2%
$316.15 - $367.33 $7.59K - $8.82K
1.97K $718K
GOOGL
Alphabet Inc.

Communication Services
-489
- 3.04%
$150.53 - $185.41 $73.6K - $90.7K
15.6K $2.84M
GOOG
Alphabet Inc.

Communication Services
-252
- 1.58%
$151.94 - $186.86 $38.3K - $47.1K
15.7K $2.89M
DDOG
Datadog, Inc.

Technology
-1.7K
- 0.98%
$108.84 - $131.45 $185K - $223K
172K $22.2M
PJT
Pjt Partners Inc.

Financial Services
-7.75K
- 4.94%
$91.25 - $108.42 $708K - $841K
149K $16.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.18K
- 0.94%
$495.16 - $548.49 $584K - $647K
124K $67.5M
SPYG
Spdr Portfolio

ETFs
-6.72K
- 0.97%
$68.71 - $80.95 $462K - $544K
688K $55.1M
AAPL
Apple Inc.

Technology
-830
- 0.35%
$165.0 - $216.67 $137K - $180K
240K $50.5M
Activity Summary
Buys All Purchases 124 New Holdings 17 Increased Positions 107 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 0
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