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Klingman & Associates

Latest statistics and disclosures from Klingman & Associates's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, IJH, SPY, VTIP, SPYV, and represent 36.15% of Klingman & Associates's stock portfolio.
Added to shares of these 10 stocks: IJH (+$62M), IVV, CFG, IBDW, IBDV, VEA, SOXX, IJR, VWO, RWL.
Started 13 new stock positions in PH, GBX, MS, TXN, SCHX, GLW, CTSH, GRTS, NVO, ISRG. PHAT, CAT, ESGU.
Reduced shares in these 10 stocks: VTIP (-$12M), TDTT, CROX, SPYG, SPYV, USMV, JMST, IBDR, DFIP, MDYG.
Sold out of its position in NTCOY.
Klingman & Associates was a net buyer of stock by $61M.
Klingman & Associates has $1.4B in assets under management (AUM), dropping by 5.81%.
Central Index Key (CIK): 0001662449

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Portfolio Holdings for Klingman & Associates

Klingman & Associates holds 237 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	18.3	$264M		502k	525.73	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	5.4	$77M	+411%	1.3M	60.74	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	4.5	$66M		125k	523.07	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	4.0	$58M	-16%	1.2M	47.89	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	3.9	$56M	-3%	1.1M	50.10	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.8	$55M	+3%	497k	110.52	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	3.5	$51M	-5%	694k	73.15	View chart
Apple (AAPL)	2.9	$41M		240k	171.48	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.7	$39M		525k	74.22	View chart
Ishares Tr Msci Usa Min Vol (USMV)	2.3	$33M	-4%	394k	83.58	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.2	$32M	+8%	640k	50.17	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	1.9	$28M		720k	38.47	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	1.9	$28M		211k	131.24	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	1.9	$28M	+2%	1.2M	22.82	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	1.9	$27M	+2%	1.1M	24.91	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	1.8	$26M		302k	87.29	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	1.8	$26M		346k	76.00	View chart
Ishares Tr Ibonds 27 Etf (Principal) (IBDS)	1.8	$26M		1.1M	23.80	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	1.7	$25M		45k	556.40	View chart
Datadog Cl A Com (DDOG)	1.7	$24M		193k	123.60	View chart
Ishares Tr Ibonds Dec2026 (Principal) (IBDR)	1.6	$23M	-2%	972k	23.85	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	1.6	$23M	+4%	246k	93.73	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.5	$22M	+7%	530k	41.77	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	1.5	$21M		258k	82.97	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	1.2	$17M	+20%	789k	21.40	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	1.1	$15M		176k	87.23	View chart
Citizens Financial (CFG)	1.1	$15M	+26%	421k	36.29	View chart
Pjt Partners Com Cl A (PJT)	1.0	$15M	+5%	157k	94.26	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.8	$12M		187k	63.33	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.8	$12M	+34%	565k	20.49	View chart
Microsoft Corporation (MSFT)	0.8	$11M		27k	420.73	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$11M		43k	259.90	View chart
Flexshares Tr Iboxx 3r Targt (TDTT)	0.8	$11M	-25%	463k	23.75	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$8.5M	+4%	166k	51.60	View chart
Amazon (AMZN)	0.5	$7.0M		39k	180.38	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$6.8M		33k	210.30	View chart
Jones Lang LaSalle Incorporated (JLL)	0.5	$6.8M		35k	195.09	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$6.4M		22k	288.03	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$4.6M		53k	86.48	View chart
Crocs (CROX)	0.3	$4.1M	-41%	28k	143.80	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$4.1M		8.4k	480.70	View chart
Ishares Tr Select Divid Etf (DVY)	0.3	$4.0M		33k	123.18	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.3	$3.8M		58k	65.87	View chart
Applied Materials (AMAT)	0.3	$3.7M		18k	206.23	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$3.7M		8.8k	420.52	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.3	$3.6M	-12%	88k	41.25	View chart
Mastercard Incorporated Cl A (MA)	0.2	$3.6M		7.4k	481.57	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$3.4M		62k	54.43	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$3.0M	+200%	13k	225.92	View chart
Exxon Mobil Corporation (XOM)	0.2	$3.0M		26k	116.24	View chart
Brown & Brown (BRO)	0.2	$2.9M		34k	87.54	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$2.7M		16k	169.37	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$2.6M		33k	79.86	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.2	$2.6M	-11%	52k	50.45	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$2.6M		11k	228.59	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$2.5M	-35%	50k	50.74	View chart
Johnson & Johnson (JNJ)	0.2	$2.5M		16k	158.19	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$2.4M		16k	152.26	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$2.4M	+2%	16k	150.93	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$2.4M	-2%	21k	110.21	View chart
JPMorgan Chase & Co. (JPM)	0.2	$2.3M		12k	200.31	View chart
Home Depot (HD)	0.2	$2.2M		5.7k	383.60	View chart
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)	0.2	$2.2M		43k	50.46	View chart
NVIDIA Corporation (NVDA)	0.1	$2.1M	-2%	2.3k	903.56	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$2.1M		21k	100.54	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$2.0M		13k	158.81	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$2.0M	-4%	17k	115.30	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$1.9M	+2%	29k	67.86	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$1.9M		33k	58.65	View chart
Meta Platforms Cl A (META)	0.1	$1.9M	+2%	4.0k	485.58	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$1.8M		26k	70.88	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$1.8M		13k	131.37	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$1.7M		6.7k	247.41	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.1	$1.5M		15k	103.01	View chart
Abbvie (ABBV)	0.1	$1.5M		8.3k	182.10	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.1	$1.5M	-8%	60k	25.27	View chart
General Electric Com New (GE)	0.1	$1.5M		8.6k	175.53	View chart
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)	0.1	$1.5M		13k	115.10	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.1	$1.5M	-4%	59k	25.17	View chart
Oracle Corporation (ORCL)	0.1	$1.4M		11k	125.61	View chart
Procter & Gamble Company (PG)	0.1	$1.4M	-3%	8.6k	162.25	View chart
Raymond James Financial (RJF)	0.1	$1.3M	+14%	10k	128.42	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$1.3M		33k	39.02	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.1	$1.2M		29k	42.81	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$1.2M	+4%	2.7k	444.01	View chart
Merck & Co (MRK)	0.1	$1.2M		8.9k	131.95	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$1.2M		6.4k	182.61	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$1.2M	-8%	20k	58.07	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.1	$1.1M	-20%	45k	25.35	View chart
TJX Companies (TJX)	0.1	$1.1M	-4%	11k	101.42	View chart
Automatic Data Processing (ADP)	0.1	$1.1M		4.5k	249.74	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.1	$1.1M		11k	101.50	View chart
United Bankshares (UBSI)	0.1	$1.1M		31k	35.79	View chart
Ishares Tr Ibonds Dec 2029 (IBMR)	0.1	$1.1M	+21%	42k	25.25	View chart
Coupang Cl A (CPNG)	0.1	$1.1M	+394%	59k	17.79	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$1.0M	+25%	12k	84.09	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$1.0M	-3%	8.6k	120.99	View chart
Visa Com Cl A (V)	0.1	$1.0M		3.7k	279.08	View chart
Golub Capital BDC (GBDC)	0.1	$1.0M	+11%	62k	16.63	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$1.0M	+5%	2.9k	344.20	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$1.0M		5.3k	191.88	View chart
Eli Lilly & Co. (LLY)	0.1	$1.0M		1.3k	777.96	View chart
Ross Stores (ROST)	0.1	$927k		6.3k	146.76	View chart
Nextera Energy (NEE)	0.1	$924k		15k	63.91	View chart
O'reilly Automotive (ORLY)	0.1	$904k		801.00	1128.88	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.1	$855k		15k	56.98	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN)	0.1	$855k		26k	32.88	View chart
Compass Cl A (COMP)	0.1	$853k		237k	3.60	View chart
Intel Corporation (INTC)	0.1	$829k	-5%	19k	44.17	View chart
Abbott Laboratories (ABT)	0.1	$818k		7.2k	113.66	View chart
Costco Wholesale Corporation (COST)	0.1	$800k		1.1k	732.63	View chart
Lockheed Martin Corporation (LMT)	0.1	$776k		1.7k	454.87	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$760k		8.1k	93.71	View chart
McDonald's Corporation (MCD)	0.1	$740k	+5%	2.6k	281.95	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$705k		17k	41.08	View chart
International Business Machines (IBM)	0.0	$688k	+6%	3.6k	190.96	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$681k	+4%	4.2k	162.86	View chart
Hershey Company (HSY)	0.0	$679k		3.5k	194.50	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$673k	+6%	2.0k	337.05	View chart
Tesla Motors (TSLA)	0.0	$657k	-6%	3.7k	175.79	View chart
Adobe Systems Incorporated (ADBE)	0.0	$649k	-2%	1.3k	504.60	View chart
Broadcom (AVGO)	0.0	$638k	+2%	481.00	1325.41	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.0	$634k		1.00	634440.00	View chart
Netflix (NFLX)	0.0	$630k		1.0k	607.33	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.0	$613k	-2%	26k	23.77	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$584k		3.1k	186.81	View chart
Chevron Corporation (CVX)	0.0	$581k		3.7k	157.74	View chart
Pepsi (PEP)	0.0	$565k		3.2k	175.01	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$557k	NEW	9.0k	62.06	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$557k		7.3k	76.19	View chart
Verizon Communications (VZ)	0.0	$551k	+2%	13k	41.96	View chart
Union Pacific Corporation (UNP)	0.0	$541k		2.2k	245.93	View chart
Rbc Cad (RY)	0.0	$529k	-4%	5.2k	100.88	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$507k		2.4k	208.27	View chart
Wal-Mart Stores (WMT)	0.0	$502k	+216%	8.3k	60.17	View chart
Honeywell International (HON)	0.0	$497k		2.4k	205.25	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$488k		5.8k	84.44	View chart
SYSCO Corporation (SYY)	0.0	$487k		6.0k	81.18	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$478k	-9%	6.3k	75.98	View chart
Cisco Systems (CSCO)	0.0	$474k	-6%	9.5k	49.91	View chart
Walt Disney Company (DIS)	0.0	$472k	+4%	3.9k	122.36	View chart
PPG Industries (PPG)	0.0	$470k		3.2k	144.90	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$470k	+2%	3.0k	155.91	View chart
UnitedHealth (UNH)	0.0	$470k	-6%	949.00	494.70	View chart
Booking Holdings (BKNG)	0.0	$468k		129.00	3627.88	View chart
United Rentals (URI)	0.0	$467k		648.00	721.11	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$466k		7.7k	60.30	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$457k	-12%	4.9k	92.72	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$452k		14k	32.23	View chart
Jacobs Engineering Group (J)	0.0	$451k		2.9k	153.73	View chart
Ford Motor Company (F)	0.0	$450k	-3%	34k	13.28	View chart
Wisdomtree Tr Putwrite Strat (PUTW)	0.0	$447k		13k	33.30	View chart
Danaher Corporation (DHR)	0.0	$446k	+3%	1.8k	249.72	View chart
Truist Financial Corp equities (TFC)	0.0	$439k		11k	38.98	View chart
Lowe's Companies (LOW)	0.0	$435k		1.7k	254.73	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.0	$433k		10k	41.84	View chart
Ishares Tr Ibonds Dec 25 (IBMN)	0.0	$433k	-17%	16k	26.46	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.0	$427k		14k	31.15	View chart
Coca-Cola Company (KO)	0.0	$420k	+11%	6.9k	61.18	View chart
CVS Caremark Corporation (CVS)	0.0	$419k		5.3k	79.76	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$418k	+42%	1.2k	346.61	View chart
salesforce (CRM)	0.0	$417k		1.4k	301.18	View chart
Linde SHS (LIN)	0.0	$414k		892.00	464.32	View chart
Elme Communities Sh Ben Int (ELME)	0.0	$414k		30k	13.92	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$413k	-3%	1.8k	235.79	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.0	$412k		5.6k	73.46	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$404k		1.7k	239.76	View chart
Credit Acceptance (CACC)	0.0	$403k		731.00	551.55	View chart
Williams-Sonoma (WSM)	0.0	$398k	-2%	1.3k	317.53	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$396k		2.2k	179.11	View chart
L3harris Technologies (LHX)	0.0	$395k		1.9k	213.10	View chart
Advanced Micro Devices (AMD)	0.0	$369k		2.0k	180.49	View chart
General Mills (GIS)	0.0	$368k		5.3k	69.97	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$367k		1.4k	260.72	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$364k	-2%	1.8k	205.72	View chart
Bank of America Corporation (BAC)	0.0	$359k	+5%	9.5k	37.92	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$357k		9.7k	36.75	View chart
Amgen (AMGN)	0.0	$355k	+5%	1.2k	284.32	View chart
At&t (T)	0.0	$350k	+3%	20k	17.60	View chart
Franklin Bsp Rlty Tr Common Stock (FBRT)	0.0	$343k		26k	13.36	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$343k		5.6k	61.05	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)	0.0	$340k		6.8k	49.65	View chart
BlackRock Floating Rate Income Strat. Fn (FRA)	0.0	$336k	+21%	26k	12.92	View chart
F5 Networks (FFIV)	0.0	$326k		1.7k	189.59	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$321k	-11%	3.0k	107.41	View chart
Thermo Fisher Scientific (TMO)	0.0	$321k	+5%	552.00	581.21	View chart
Equity Residential Sh Ben Int (EQR)	0.0	$321k		5.1k	63.11	View chart
Goldman Sachs (GS)	0.0	$317k		758.00	417.87	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$314k	-2%	1.9k	164.35	View chart
Moderna (MRNA)	0.0	$308k	-25%	2.9k	106.56	View chart
Colgate-Palmolive Company (CL)	0.0	$303k		3.4k	90.05	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.0	$294k		2.7k	109.17	View chart
Deere & Company (DE)	0.0	$292k	+2%	711.00	410.74	View chart
Oaktree Specialty Lending Corp (OCSL)	0.0	$292k		15k	19.66	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$278k	+8%	1.1k	249.86	View chart
Charles Schwab Corporation (SCHW)	0.0	$277k		3.8k	72.34	View chart
Hilton Worldwide Holdings (HLT)	0.0	$277k		1.3k	213.31	View chart
CSX Corporation (CSX)	0.0	$274k		7.4k	37.07	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.0	$273k	+16%	2.6k	105.26	View chart
Comcast Corp Cl A (CMCSA)	0.0	$271k	+2%	6.3k	43.35	View chart
Southern Company (SO)	0.0	$270k		3.8k	71.74	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$268k		2.3k	116.84	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.0	$263k		2.9k	90.91	View chart
Novartis Sponsored Adr (NVS)	0.0	$263k		2.7k	96.73	View chart
Consolidated Edison (ED)	0.0	$258k		2.8k	90.81	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$254k		3.2k	80.63	View chart
Philip Morris International (PM)	0.0	$252k		2.8k	91.64	View chart
Starbucks Corporation (SBUX)	0.0	$252k		2.8k	91.39	View chart
Alliant Energy Corporation (LNT)	0.0	$249k		4.9k	50.40	View chart
Bhp Group Sponsored Ads (BHP)	0.0	$248k		4.3k	57.69	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$246k		3.5k	70.00	View chart
Qualcomm (QCOM)	0.0	$245k		1.4k	169.30	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$244k		902.00	270.80	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$243k		2.7k	90.44	View chart
CarMax (KMX)	0.0	$243k		2.8k	87.11	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$242k		251.00	962.49	View chart
Caterpillar (CAT)	0.0	$237k	NEW	648.00	366.43	View chart
Rio Tinto Sponsored Adr (RIO)	0.0	$237k		3.7k	63.74	View chart
Pfizer (PFE)	0.0	$233k	-30%	8.4k	27.75	View chart
Novo-nordisk A S Adr (NVO)	0.0	$230k	NEW	1.8k	128.40	View chart
Greenbrier Companies (GBX)	0.0	$229k	NEW	4.4k	52.10	View chart
Smucker J M Com New (SJM)	0.0	$227k		1.8k	125.87	View chart
Parker-Hannifin Corporation (PH)	0.0	$226k	NEW	407.00	555.79	View chart
Broadstone Net Lease (BNL)	0.0	$224k		14k	15.67	View chart
Cognizant Technology Solutio Cl A (CTSH)	0.0	$212k	NEW	2.9k	73.29	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$210k	NEW	1.8k	114.96	View chart
Corning Incorporated (GLW)	0.0	$209k	NEW	6.3k	32.96	View chart
Morgan Stanley Com New (MS)	0.0	$208k	NEW	2.2k	94.16	View chart
Camden Ppty Tr Sh Ben Int (CPT)	0.0	$203k		2.1k	98.40	View chart
Intuitive Surgical Com New (ISRG)	0.0	$203k	NEW	508.00	399.09	View chart
Texas Instruments Incorporated (TXN)	0.0	$200k	NEW	1.2k	174.21	View chart
Nuveen Floating Rate Income Fund (JFR)	0.0	$176k		20k	8.73	View chart
Enhabit Ord (EHAB)	0.0	$175k		15k	11.65	View chart
Western Asset Emerging Mrkts Dbt Fnd (EMD)	0.0	$121k		13k	9.61	View chart
Phathom Pharmaceuticals (PHAT)	0.0	$110k	NEW	10k	10.62	View chart
Gritstone Oncology Ord (GRTS)	0.0	$89k	NEW	35k	2.57	View chart
Dariohealth Corp Com New (DRIO)	0.0	$27k		18k	1.53	View chart

Past Filings by Klingman & Associates

SEC 13F filings are viewable for Klingman & Associates going back to 2015

Klingman & Associates 2024 Q1 filed May 1, 2024
Klingman & Associates 2023 Q4 filed Jan. 29, 2024
Klingman & Associates 2023 Q3 filed Oct. 30, 2023
Klingman & Associates 2023 Q2 filed July 31, 2023
Klingman & Associates 2023 Q1 filed May 3, 2023
Klingman & Associates 2022 Q4 filed Feb. 3, 2023
Klingman & Associates 2022 Q3 filed Oct. 28, 2022
Klingman & Associates 2022 Q2 filed July 27, 2022
Klingman & Associates 2022 Q1 filed May 6, 2022
Klingman & Associates 2021 Q4 filed Jan. 31, 2022
Klingman & Associates 2021 Q3 filed Nov. 1, 2021
Klingman & Associates 2021 Q2 filed July 27, 2021
Klingman & Associates 2021 Q1 filed April 29, 2021
Klingman & Associates 2020 Q4 filed Feb. 9, 2021
Klingman & Associates 2020 Q3 filed Nov. 3, 2020
Klingman & Associates 2020 Q2 filed Aug. 4, 2020

View all past filings

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