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CIK: 0001662449
Total reported value
$2.3B
$2.3B
256 檔
25.1%
In Q4 2024, Klingman & Associates, LLC's U.S. equity holdings reached a combined market value of $2.3B, distributed across 256 disclosed stock positions.
In Q4 2024, Klingman & Associates, LLC adopted a defensive or profit-taking posture, trimming 91 positions and completely liquidating 16 holdings to manage risk exposure.
Showing top 200 holdings (of 256 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 18.93% | +0.45% | +0.06% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.30% | +0.24% | +1.65% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.32% | +0.06% | -1.12% | |
| 4 | VTIP | Vanguard Short-term Tips | ETF-Other | 3.89% | -0.22% | +14.34% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.87% | -0.03% | +1.02% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.81% | +0.24% | +1.02% | |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.64% | +0.21% | -1.31% | |
| 8 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.45% | -0.14% | -1.13% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.84% | -0.03% | +15.97% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.59% | +0.07% | +6.70% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.10% | -0.10% | +23.92% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.07% | -0.15% | -1.61% | |
| 13 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.80% | -0.16% | +5.80% | |
| 14 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 1.72% | — | -2.05% | |
| 15 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 1.69% | -0.13% | -0.28% | |
| 16 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.66% | -0.19% | +2.59% | |
| 17 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.66% | -0.11% | -0.49% | |
| 18 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 1.61% | +0.11% | +1.74% | |
| 19 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 1.60% | -0.07% | -0.38% | |
| 20 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 1.54% | -0.14% | +19.40% | |
| 21 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 1.48% | -0.15% | -1.19% | |
| 22 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.48% | +0.01% | -3.02% | |
| 23 | DDOG | Datadog Inc - Class A | Stock-Tech | 1.41% | +0.29% | -2.19% | |
| 24 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 1.37% | +0.03% | -0.81% | |
| 25 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 1.28% | -0.13% | +32.34% | |
| 26 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.27% | — | -3.52% | |
| 27 | CFG | Citizens Financial Group | Stock-Financials | 1.10% | -0.09% | -2.64% | |
| 28 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.96% | +0.09% | -1.18% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.83% | +0.02% | -1.35% | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.78% | +0.15% | +32.90% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.75% | -0.06% | -4.10% | |
| 32 | NYF | Ishares New York Muni Bond E | ETF-Other | 0.72% | -0.07% | +11.90% | |
| 33 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.64% | -0.05% | -4.00% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.61% | +0.05% | +2.10% | |
| 35 | PJT | Pjt Partners Inc - A | Stock-Financials | 0.45% | -0.10% | EXIT | |
| 36 | TDTT | Flexshares Iboxx 3-year Targ | ETF-Other | 0.44% | -0.04% | -2.40% | |
| 37 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.44% | — | -0.23% | |
| 38 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.44% | +0.02% | -2.97% | |
| 39 | JLL | Jones Lang Lasalle Inc | Stock-Real Estate | 0.39% | -0.03% | — | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.31% | +0.05% | +2.24% | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.31% | +0.03% | +24.18% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.30% | +0.01% | +3.65% | |
| 43 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.29% | -0.01% | -1.76% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.27% | — | -33.60% | |
| 45 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.26% | -0.02% | — | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.26% | +0.01% | +0.27% | |
| 47 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.25% | -0.01% | -2.11% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.24% | -0.09% | -30.99% | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.23% | -0.03% | -2.75% | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.22% | +0.04% | +7.57% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTIP | Vanguard Short-term Tips | +0.4% | +14.34% | Add |
| 2 | AAPL | Apple Inc | +0.3% | +1.02% | Add |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.3% | +0.06% | Add |
| 4 | IBDW | Ishares Ibonds Dec 2031 CORP | +0.3% | +32.34% | Add |
| 5 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +23.92% | Add |
| 6 | DDOG | Datadog Inc - Class A | +0.2% | -2.19% | Trim |
| 7 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.2% | +19.40% | Add |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | -1.31% | Trim |
| 9 | IEMG | Ishares Core Msci Emerging | +0.1% | +32.90% | Add |
| 10 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +15.97% | Add |
| 11 | AMZN | Amazon.com Inc | +0.1% | +2.10% | Add |
| 12 | NVDA | Nvidia CORP | +0.1% | +24.18% | Add |
| 13 | NYF | Ishares New York Muni Bond E | +0.1% | +11.90% | Add |
| 14 | TSLA | Tesla Inc | +0.1% | +25.24% | Add |
| 15 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +1.65% | Add |
| 16 | IBDU | Ishares Ibonds Dec 2029 Term | 0% | +5.80% | Add |
| 17 | GOOG | Alphabet Inc-cl C | 0% | +2.24% | Add |
| 18 | GOOGL | Alphabet Inc-cl A | 0% | +7.57% | Add |
| 19 | CFG | Citizens Financial Group | 0% | -2.64% | Trim |
| 20 | AVGO | Broadcom Inc | 0% | +4.81% | Add |
| 21 | BLK | Blackrock Inc | 0% | NEW | New buy |
| 22 | IDEV | Ishares Core Msci Dev Mkts | 0% | NEW | New buy |
| 23 | META | Meta Platforms Inc-class A | 0% | +14.08% | Add |
| 24 | RJF | Raymond James Financial Inc | 0% | +0.22% | Add |
| 25 | VEU | Vanguard Ftse All-world Ex-u | 0% | +27.47% | Add |
| 26 | VOO | Vanguard S&p 500 ETF | 0% | +3.65% | Add |
| 27 | BX | Blackstone Inc | 0% | -0.32% | Trim |
| 28 | XFRAX | Blackrock Fltng Rt Inc Strat | 0% | +50.08% | Add |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -1.12% | Trim |
| 30 | RWL | Invesco S&p 500 Revenue ETF | 0% | +1.74% | Add |
| 31 | NFLX | Netflix Inc | 0% | +10.23% | Add |
| 32 | VGT | Vanguard Info Tech ETF | 0% | NEW | New buy |
| 33 | PYPL | Paypal Holdings Inc | 0% | NEW | New buy |
| 34 | VXF | Vanguard Extended Market ETF | 0% | NEW | New buy |
| 35 | AXP | American Express Co | 0% | NEW | New buy |
| 36 | CRM | Salesforce Inc | 0% | +2.77% | Add |
| 37 | BRLT | Brilliant Earth Group Inc-a | 0% | NEW | New buy |
| 38 | IWB | Ishares Russell 1000 ETF | 0% | -0.23% | Trim |
| 39 | GEV | GE Vernova Inc | 0% | — | Unchanged |
| 40 | QQQ | Invesco Qqq Trust Series 1 | 0% | +3.84% | Add |
| 41 | WMT | Walmart Inc | 0% | +2.94% | Add |
| 42 | BKNG | Booking Holdings Inc | 0% | — | Unchanged |
| 43 | ARES | Ares Management CORP - A | 0% | -2.15% | Trim |
| 44 | HON | Honeywell International Inc | 0% | +6.41% | Add |
| 45 | GS | Goldman Sachs Group Inc | 0% | +4.84% | Add |
| 46 | NOW | Servicenow Inc | 0% | +4.20% | Add |
| 47 | C | Citigroup Inc | 0% | +21.41% | Add |
| 48 | FFIV | F5 Inc | 0% | +1.62% | Add |
| 49 | WSM | Williams-sonoma Inc | 0% | -3.90% | Trim |
| 50 | GBX | Greenbrier Companies Inc | 0% | — | Unchanged |
According to official SEC Form 13F filings, Klingman & Associates, LLC reported a total U.S. public equity portfolio value of $2.3B across 256 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IJH, SPY) accounted for 25.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $503.3K
Top Position Liquidated / Trimmed
TTEK
前期市值: $1.6M
During Q4 2024, Klingman & Associates, LLC's top holdings by market value included IVV (18.9%)、IJH (5.3%)、SPY (4.3%). The largest single position, IVV, represented 18.9% of total portfolio value.
In Q4 2024, Klingman & Associates, LLC made 183 total portfolio adjustments, initiating 7 new buys, adding to 69 positions, trimming 91 holdings, and fully liquidating 16 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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