Klingman & Associates, LLC Q1 2023 Filing
Filed May 3, 2023
Portfolio Value
$1.2B
Holdings
199
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (199 positions)
| Stock | Value |
|---|---|
ADPAUTOMATIC DATA PROCESSING IN | $989K |
VIOOVANGUARD ADMIRAL FDS INC | $971K |
VIGVANGUARD SPECIALIZED FUNDS | $946K |
VBRVANGUARD INDEX FDS | $936K |
TJXTJX COS INC NEW | $894K |
HSYHERSHEY CO | $885K |
IBMQISHARES TR | $859K |
VRPINVESCO EXCH TRADED FD TR II | $832K |
ABTABBOTT LABS | $828K |
GEGENERAL ELECTRIC CO | $822K |
LMTLOCKHEED MARTIN CORP | $805K |
PEPPEPSICO INC | $804K |
COMPCOMPASS INC | $798K |
VUGVANGUARD INDEX FDS | $792K |
PDNINVESCO EXCH TRADED FD TR II | $792K |
METAMETA PLATFORMS INC | $754K |
ROSTROSS STORES INC | $738K |
UBSIUNITED BANKSHARES INC WEST V | $725K |
TIPISHARES TR | $724K |
GBDCGOLUB CAP BDC INC | $723K |
NDQINVESCO QQQ TR | $722K |
ORLYOREILLY AUTOMOTIVE INC | $718K |
ORCLORACLE CORP | $714K |
AVUVAMERICAN CENTY ETF TR | $683K |
MCDMCDONALDS CORP | $683K |
IWRISHARES TR | $679K |
DFUSDIMENSIONAL ETF TRUST | $667K |
IAUISHARES TR | $657K |
INTCINTEL CORP | $645K |
CSCOCISCO SYS INC | $602K |
CVXCHEVRON CORP NEW | $565K |
RYROYAL BK CDA SUSTAINABL | $533K |
PFEPFIZER INC | $531K |
ELMEELME COMMUNITIES | $531K |
EEMISHARES TR | $524K |
TSLATESLA INC | $507K |
VXFVANGUARD INDEX FDS | $501K |
HONHONEYWELL INTL INC | $492K |
COSTCOSTCO WHSL CORP NEW | $483K |
IWFISHARES TR | $469K |
BRK-BBERKSHIRE HATHAWAY INC DEL | $466K |
SYYSYSCO CORP | $460K |
BACVERIZON COMMUNICATIONS INC | $459K |
UNHUNITEDHEALTH GROUP INC | $450K |
UNPUNION PAC CORP | $450K |
VTVVANGUARD INDEX FDS | $447K |
SCHVSCHWAB STRATEGIC TR | $447K |
IBMINTERNATIONAL BUSINESS MACHS | $434K |
GISGENERAL MLS INC | $433K |
VVISA INC | $432K |
PPGPPG INDS INC | $429K |
VXUSVANGUARD STAR FDS | $425K |
DISDISNEY WALT CO | $419K |
WTPIWISDOMTREE TR | $417K |
KOCOCA COLA CO | $414K |
VOEVANGUARD INDEX FDS | $410K |
NVDANVIDIA CORPORATION | $401K |
SOSOUTHERN CO | $393K |
XLKSELECT SECTOR SPDR TR | $387K |
DGRWWISDOMTREE TR | $379K |
LLYLILLY ELI & CO | $374K |
DHRDANAHER CORPORATION | $372K |
SCHGSCHWAB STRATEGIC TR | $367K |
LHXL3HARRIS TECHNOLOGIES INC | $356K |
VOTVANGUARD INDEX FDS | $355K |
IVEISHARES TR | $346K |
DEMWISDOMTREE TR | $346K |
JJACOBS SOLUTIONS INC | $344K |
IWDISHARES TR | $338K |
GQ9SPDR GOLD TR | $319K |
CACCCREDIT ACCEP CORP MICH | $319K |
DFIVDIMENSIONAL ETF TRUST | $313K |
VSSVANGUARD INTL EQUITY INDEX F | $309K |
EQREQUITY RESIDENTIAL | $307K |
VBKVANGUARD INDEX FDS | $306K |
NFLXNETFLIX INC | $293K |
WMTWALMART INC | $292K |
DEDEERE & CO | $285K |
ACNACCENTURE PLC IRELAND | $272K |
SJMSMUCKER J M CO | $272K |
BHPBHP GROUP LTD | $271K |
SBUXSTARBUCKS CORP | $270K |
LNTALLIANT ENERGY CORP | $270K |
SCHBSCHWAB STRATEGIC TR | $268K |
EDCONSOLIDATED EDISON INC | $267K |
ADBEADOBE SYSTEMS INCORPORATED | $266K |
CSXCSX CORP | $266K |
RIORIO TINTO PLC | $255K |
PXFINVESCO EXCH TRADED FD TR II | $252K |
FBRTFRANKLIN BSP RLTY TR INC | $250K |
FFIVF5 INC | $249K |
CRMSALESFORCE INC | $249K |
DUKDUKE ENERGY CORP NEW | $249K |
BNLBROADSTONE NET LEASE INC | $243K |
BACBANK AMERICA CORP | $243K |
TMOTHERMO FISHER SCIENTIFIC INC | $241K |
NTCOYNATURA &CO HLDG S A | $240K |
MDLZMONDELEZ INTL INC | $239K |
TXNTEXAS INSTRS INC | $238K |
GEHCGE HEALTHCARE TECHNOLOGIES I | $235K |
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