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.
