Klingman & Associates, LLC Sells in Q4 2024

Klingman & Associates, LLC

  • $1.62 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PJT
Pjt Partners Inc.

Financial Services
-30K
- 39.0%
$132.4 - $167.36 $3.97M - $5.01M
46.9K $7.39M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-12.5K
- 1.13%
$51.09 - $55.27 $640K - $692K
1.1M $56.2M
XOM
Exxon Mobil Corp

Energy
-16.1K
- 30.99%
$105.51 - $125.37 $1.7M - $2.02M
35.9K $3.86M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1K
- 0.49%
$131.66 - $144.0 $132K - $144K
204K $27M
DFIP
Dimensional ETF Tr Inflation P

ETFs
-49K
- 59.86%
$40.31 - $42.43 $1.97M - $2.08M
32.8K $1.33M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-7.15K
- 4.0%
$60.13 - $67.31 $430K - $481K
171K $10.4M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-6.18K
- 1.61%
$88.59 - $94.57 $548K - $585K
378K $33.6M
JPM
Jpmorgan Chase & CO

Financial Services
-9.16K
- 33.6%
$205.18 - $250.29 $1.88M - $2.29M
18.1K $4.34M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-950
- 30.28%
$501.29 - $612.85 $476K - $582K
2.19K $1.14M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-14.5K
- 2.05%
$40.15 - $42.9 $581K - $621K
692K $27.9M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-1.32K
- 3.02%
$563.99 - $620.12 $743K - $817K
42.3K $24.1M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-31.4K
- 3.52%
N/A
859K $20.4M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-14.5K
- 41.82%
$50.67 - $50.9 $736K - $739K
20.2K $1.02M
COMP
Compass, Inc.

Technology
-116K
- 53.7%
$5.4 - $7.33 $626K - $850K
100K $585K
AMAT
Applied Materials Inc

Technology
-6
- 0.03%
$161.44 - $213.89 $969 - $1.28K
18K $2.93M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-12.1K
- 1.19%
$23.88 - $24.32 $290K - $295K
1.01M $24.1M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-2.07K
- 1.18%
$89.9 - $100.66 $186K - $208K
173K $15.6M
VGSH
Vanguard

ETFs
-10.4K
- 52.75%
$58.02 - $58.88 $601K - $610K
9.27K $539K
NEE
Nextera Energy Inc

Utilities
-4.55K
- 21.15%
$69.77 - $85.43 $317K - $389K
17K $1.22M
VNQ
Vanguard Specialized Funds Van

ETFs
-946
- 1.76%
$87.85 - $98.6 $83.1K - $93.3K
52.8K $4.71M
GBDC
Golub Capital Bdc, Inc.

Financial Services
-29K
- 46.37%
$14.69 - $15.67 $426K - $454K
33.5K $508K
CPNG
Coupang, Inc.

Consumer Cyclical
-11.9K
- 19.95%
$21.98 - $26.89 $261K - $320K
47.7K $1.05M
UNH
Unitedhealth Group Inc

Healthcare
-421
- 18.3%
$485.52 - $625.25 $204K - $263K
1.88K $951K
VBR
Vanguard Small Cap Value ETF

ETFs
-1.73K
- 33.28%
$197.36 - $217.3 $342K - $377K
3.48K $688K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-1.16K
- 0.38%
$86.65 - $94.9 $100K - $110K
300K $26.1M
SYK
Stryker Corp

Healthcare
-910
- 24.59%
$345.14 - $392.15 $314K - $357K
2.79K $1M
HD
Home Depot, Inc.

Consumer Cyclical
-503
- 6.1%
$385.02 - $431.37 $194K - $217K
7.75K $3.01M
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
-7.51K
- 2.4%
$23.55 - $24.04 $177K - $181K
306K $7.22M
JNJ
Johnson & Johnson

Healthcare
-336
- 2.19%
$143.34 - $165.86 $48.2K - $55.7K
15K $2.17M
ABBV
Abb Vie Inc.

Healthcare
-458
- 3.93%
$164.99 - $203.87 $75.6K - $93.4K
11.2K $1.99M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-119
- 0.35%
$75.1 - $82.99 $8.94K - $9.88K
34.2K $2.58M
RTX
Raytheon Technologies Corp

Industrials
-2.09K
- 33.95%
$114.45 - $127.21 $239K - $265K
4.06K $469K
SYY
Sysco Corp

Consumer Defensive
-3.25K
- 53.89%
$73.63 - $81.77 $239K - $266K
2.78K $212K
CVX
Chevron Corp

Energy
-1.65K
- 27.01%
$141.15 - $162.53 $233K - $268K
4.45K $644K
TXN
Texas Instruments Inc

Technology
-1.13K
- 30.08%
N/A
2.63K $512K
IWM
Ishares Russell 2000 ETF

ETFs
-984
- 2.97%
$216.13 - $242.4 $213K - $239K
32.1K $7.1M
GE
General Electric CO

Industrials
-39
- 0.47%
$159.95 - $194.23 $6.24K - $7.57K
8.32K $1.39M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-1.23K
- 2.11%
$69.58 - $74.87 $85.6K - $92.1K
57.2K $4M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-690
- 4.49%
$174.22 - $187.62 $120K - $129K
14.7K $2.57M
IBMO
Ishares Tr Ibonds December 202

ETFs
-6.53K
- 27.85%
$25.4 - $25.62 $166K - $167K
16.9K $430K
HDV
Ishares Core High Dividend ETF

ETFs
-492
- 2.31%
$110.82 - $121.28 $54.5K - $59.7K
20.8K $2.34M
UNP
Union Pacific Corp

Industrials
-546
- 25.53%
$223.15 - $249.32 $122K - $136K
1.59K $363K
V
Visa Inc.

Financial Services
-1.71K
- 18.32%
$273.87 - $320.91 $467K - $547K
7.61K $2.4M
ABT
Abbott Laboratories

Healthcare
-1.29K
- 11.32%
$111.93 - $119.39 $144K - $154K
10.1K $1.14M
BRO
Brown & Brown, Inc.

Financial Services
-1.39K
- 24.0%
$100.93 - $113.42 $141K - $158K
4.41K $450K
DE
Deere & CO

Industrials
-362
- 20.08%
$389.45 - $466.0 $141K - $169K
1.44K $610K
ZTS
Zoetis Inc.

Healthcare
-341
- 20.01%
$162.24 - $194.42 $55.3K - $66.3K
1.36K $222K
DHR
Danaher Corp

Healthcare
-17
- 0.84%
$226.16 - $274.52 $3.84K - $4.67K
2K $459K
VOE
Vanguard Mid Cap Value Index F

ETFs
-512
- 18.1%
$160.89 - $176.18 $82.4K - $90.2K
2.32K $374K
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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