Klingman & Associates, LLC Portfolio Holdings
Klingman & Associates, LLC
- $1.48 Billion
- Q2 2024
Klingman & Associates, LLC has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.48 Billion distributed in 250 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $281M, Ishares Core S&P Mid Cap ETF with a value of $76.6M, Spdr S&P 500 ETF Trust with a value of $67.5M, Vanguard Sht Trm Inflt Prot Fd with a value of $55.9M, and Ishares Core S&P Sm Cap ETF with a value of $55.4M.
Examining the 13F form we can see an increase of $38.9M in the current position value, from $1.44B to 1.48B.
Below you can find more details about Klingman & Associates, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 250
- Current Value $1.48 Billion
- Prior Value $1.44 Billion
- Filing
- Period Q2 2024
- Filing Date July 30, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 17 stocks
- Additional Purchases 107 stocks
- Sold out of 0 stocks
- Reduced holdings in 77 stocks