Klingman & Associates, LLC Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$1.6B
Holdings
263
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (263 positions)
| Stock | Value |
|---|---|
DEMWISDOMTREE TR | $348K |
NOWSERVICENOW INC | $347K |
CMICUMMINS INC | $346K |
SCHDSCHWAB STRATEGIC TR | $342K |
ICSHISHARES TR | $341K |
NVSNNOVARTIS AG | $338K |
CGMSCAPITAL GRP FIXED INCM ETF T | $338K |
CLCOLGATE PALMOLIVE CO | $334K |
VOTVANGUARD INDEX FDS | $332K |
LNTALLIANT ENERGY CORP | $332K |
WSMWILLIAMS SONOMA INC | $330K |
CACCCREDIT ACCEP CORP MICH | $327K |
GISGENERAL MLS INC | $325K |
IVWISHARES TR | $323K |
PANWPALO ALTO NETWORKS INC | $322K |
ECLECOLAB INC | $319K |
HLTHILTON WORLDWIDE HLDGS INC | $316K |
SUSAISHARES TR | $309K |
QCOMQUALCOMM INC | $308K |
BNDVANGUARD BD INDEX FDS | $304K |
SCHVSCHWAB STRATEGIC TR | $304K |
EQREQUITY RESIDENTIAL | $299K |
DDDUPONT DE NEMOURS INC | $294K |
TMUST-MOBILE US INC | $290K |
CTVACORTEVA INC | $285K |
VOVANGUARD INDEX FDS | $274K |
CMCSACOMCAST CORP NEW | $272K |
UNPUNION PAC CORP | $270K |
INDAISHARES TR | $268K |
DTCRGLOBAL X FDS | $267K |
PHPARKER-HANNIFIN CORP | $266K |
SHELSHELL PLC | $264K |
CPTCAMDEN PPTY TR | $263K |
ACWVISHARES INC | $260K |
TRVCCITIGROUP INC | $259K |
CBCHUBB LIMITED | $255K |
VBKVANGUARD INDEX FDS | $250K |
NSCNORFOLK SOUTHN CORP | $250K |
FFORD MTR CO | $248K |
KMXCARMAX INC | $248K |
BNLBROADSTONE NET LEASE INC | $243K |
FNDCSCHWAB STRATEGIC TR | $242K |
IUSVISHARES TR | $241K |
TIPISHARES TR | $233K |
IWOISHARES TR | $230K |
NVONOVO-NORDISK A S | $229K |
GBXGREENBRIER COS INC | $225K |
CVSCVS HEALTH CORP | $224K |
AXPAMERICAN EXPRESS CO | $224K |
BACVERIZON COMMUNICATIONS INC | $223K |
ZTSZOETIS INC | $223K |
ESGUISHARES TR | $223K |
TSNTYSON FOODS INC | $219K |
SYYSYSCO CORP | $213K |
STLDSTEEL DYNAMICS INC | $211K |
VGTVANGUARD WORLD FD | $210K |
SJMSMUCKER J M CO | $206K |
BMYBRISTOL-MYERS SQUIBB CO | $203K |
CSXCSX CORP | $202K |
DDOMINION ENERGY INC | $201K |
BRLTBRILLIANT EARTH GROUP INC | $145K |
XEMDXWESTERN ASSET EMERGING MKTS | $105K |
DRIOEURDARIOHEALTH CORP | $11K |
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