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CIK: 0001662449
Total reported value
$2.3B
$2.3B
249 檔
22.8%
During the Q2 2024 filing period, Klingman & Associates, LLC (CIK: 0001662449) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.3B across 249 reported positions.
During Q2 2024, Klingman & Associates, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 249 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 18.97% | +0.45% | +2.14% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.17% | +0.24% | +2.74% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.56% | +0.06% | -0.94% | |
| 4 | VTIP | Vanguard Short-term Tips | ETF-Other | 3.78% | -0.22% | -4.76% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.74% | +0.24% | +4.45% | |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.72% | +0.21% | -0.97% | |
| 7 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.67% | -0.14% | -0.67% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.41% | -0.03% | -0.35% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.71% | -0.03% | +5.22% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.38% | +0.07% | +11.52% | |
| 11 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.20% | -0.15% | -1.37% | |
| 12 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 1.84% | — | -0.34% | |
| 13 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.82% | -0.16% | -1.95% | |
| 14 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.77% | -0.11% | -2.03% | |
| 15 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.77% | -0.19% | -3.50% | |
| 16 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 1.71% | -0.07% | -0.28% | |
| 17 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 1.70% | -0.13% | -0.23% | |
| 18 | DDOG | Datadog Inc - Class A | Stock-Tech | 1.68% | +0.29% | -0.88% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.66% | -0.10% | +6.03% | |
| 20 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 1.64% | -0.15% | -5.78% | |
| 21 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 1.61% | +0.11% | +4.38% | |
| 22 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.60% | +0.01% | -0.56% | |
| 23 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.47% | — | -5.91% | |
| 24 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 1.36% | +0.03% | -0.47% | |
| 25 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 1.28% | -0.14% | +12.47% | |
| 26 | PJT | Pjt Partners Inc - A | Stock-Financials | 1.09% | -0.10% | EXIT | |
| 27 | CFG | Citizens Financial Group | Stock-Financials | 1.02% | -0.09% | +0.01% | |
| 28 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 1.02% | +0.09% | -0.24% | |
| 29 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 0.90% | -0.13% | +16.65% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.84% | -0.06% | +3.20% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.81% | +0.02% | +3.76% | |
| 32 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.78% | -0.05% | -0.27% | |
| 33 | NYF | Ishares New York Muni Bond E | ETF-Other | 0.64% | -0.07% | — | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.61% | +0.15% | +2.46% | |
| 35 | TDTT | Flexshares Iboxx 3-year Targ | ETF-Other | 0.55% | -0.04% | -26.08% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.52% | +0.05% | +2.48% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.46% | +0.02% | +2.49% | |
| 38 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.44% | — | — | |
| 39 | JLL | Jones Lang Lasalle Inc | Stock-Real Estate | 0.35% | -0.03% | -27.66% | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.34% | — | +112.34% | |
| 41 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.31% | -0.01% | +2.38% | |
| 42 | CROX | Crocs Inc | Stock-Consumer Disc | 0.29% | +0.04% | +4.88% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.29% | +0.01% | +1.96% | |
| 44 | AMAT | Applied Materials Inc | Stock-Tech | 0.29% | +0.15% | +0.09% | |
| 45 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.27% | -0.02% | — | |
| 46 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.26% | -0.01% | — | |
| 47 | DFIP | Dimensional Inflation-protec | ETF-Other | 0.23% | — | -4.68% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.22% | +0.01% | -8.74% | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.22% | -0.03% | +0.22% | |
| 50 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.22% | +0.11% | +0.09% |
According to official SEC Form 13F filings, Klingman & Associates, LLC reported a total U.S. public equity portfolio value of $2.3B across 249 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, IJH, SPY) accounted for 22.8% of total reported equity market value during Q2 2024.
During Q2 2024, Klingman & Associates, LLC's top holdings by market value included IVV (19.0%)、IJH (5.2%)、SPY (4.6%). The largest single position, IVV, represented 19.0% of total portfolio value.
In Q2 2024, Klingman & Associates, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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