HoldingsChannel.com
Klingman & Associates LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
ISHARES TR (IVV) 387,322 +38,203 $125,198
     IVV387,322+38,203$125,198
ISHARES TR (IJH) 258,929 +17,353 $53,293
     IJH258,929+17,353$53,293
SPDR SP 500 ETF TR (SPY) 134,424 -2,749 $43,266
     SPY134,424-2,749$43,266
VANGUARD MALVERN FDS (VTIP) 787,758 +37,772 $38,821
     VTIP787,758+37,772$38,821
ISHARES TR (IJR) 397,108 +30,440 $33,297
     IJR397,108+30,440$33,297
MANAGED PORTFOLIO SER 1,075,597 -249,578 $25,277
     TPYP1,075,597-249,578$25,277
SPDR SERIES TRUST (SDY) 222,937 -814 $23,981
     SDY222,937-814$23,981
INVESCO EXCHANGE TRADED FD T (PRF) 175,313 -225 $22,214
     PRF175,313-225$22,214
SPDR SP MIDCAP 400 ETF TR (MDY) 49,437 -239 $18,558
     MDY49,437-239$18,558
ISHARES US ETF TR (NEAR) 319,689 +14,954 $16,064
     NEAR319,689+14,954$16,064
ISHARES TR (USMV) 212,724 +18,522 $13,955
     USMV212,724+18,522$13,955
APPLE INC 47,432 +4,751 $13,928
     AAPL47,432+4,751$13,928
INVESCO EXCHNG TRADED FD TR (RWL) 193,565 -1,507 $11,289
     RWL193,565-1,507$11,289
ISHARES TR (EFAV) 141,680 +19,329 $10,561
     EFAV141,680+19,329$10,561
UBS AG JERSEY BRH 477,851 -170,951 $9,280
     MLPI477,851-170,951$9,280
JP MORGAN EXCHANGE TRADED FD (JPST) 165,166 +53,481 $8,329
     JPST165,166+53,481$8,329
SPDR SERIES TRUST (SLYV) 104,827 +3,760 $6,888
     SLYV104,827+3,760$6,888
INVESCO EXCH TRD SLF IDX FD 301,491 +10,715 $6,473
     BSCO301,491+10,715$6,473
ISHARES TR (IWM) 35,806 +2 $5,932
     IWM35,806+2$5,932
PJT PARTNERS INC 124,770 UNCH $5,631
     PJT124,770UNCH$5,631
VANGUARD INDEX FDS (VNQ) 56,993 +984 $5,288
     VNQ56,993+984$5,288
JPMORGAN CHASE CO 240,887 -233,602 $5,254
     AMJ240,887-233,602$5,254
INVESCO EXCHNG TRADED FD TR (SPLV) 86,606 UNCH $5,053
     SPLV86,606UNCH$5,053
INVESCO EXCH TRD SLF IDX FD 219,355 +29,300 $4,674
     BSCN219,355+29,300$4,674
VANGUARD INDEX FDS (VTI) 28,218 +151 $4,617
     VTI28,218+151$4,617
ISHARES TR (DVY) 41,782 -905 $4,415
     DVY41,782-905$4,415
VANGUARD STAR FD (VXUS) 73,279 +1,545 $4,081
     VXUS73,279+1,545$4,081
ISHARES TR (IDV) 112,491 -494 $3,776
     IDV112,491-494$3,776
ISHARES TR (IWB) 19,991 +40 $3,567
     IWB19,991+40$3,567
VANGUARD TAX MANAGED INTL FD (VEA) 79,502 +21,741 $3,503
     VEA79,502+21,741$3,503
CITIZENS FINL GROUP INC 80,000 UNCH $3,249
     CFG80,000UNCH$3,249
VANGUARD INDEX FDS (VOO) 9,108 -486 $2,694
     VOO9,108-486$2,694
MICROSOFT CORP 16,826 +486 $2,653
     MSFT16,826+486$2,653
VANGUARD INTL EQUITY INDEX F (VEU) 49,153 +4,947 $2,642
     VEU49,153+4,947$2,642
VANGUARD INTL EQUITY INDEX F (VWO) 54,207 +7,258 $2,411
     VWO54,207+7,258$2,411
INVESCO EXCH TRD SLF IDX FD 103,372 +17,950 $2,219
     BSCP103,372+17,950$2,219
INVESCO EXCHNG TRADED FD TR (VRP) 80,156 UNCH $2,070
     VRP80,156UNCH$2,070
ISHARES TR (HDV) 20,357 +5 $1,996
     HDV20,357+5$1,996
MASTERCARD INC 6,304 -40 $1,882
     MA6,304-40$1,882
ISHARES TR (EFA) 25,692 +589 $1,784
     EFA25,692+589$1,784
BERKSHIRE HATHAWAY INC DEL      $1,664
     BRK.B7,347+100$1,664
VANGUARD INDEX FDS (VB) 9,604 +763 $1,591
     VB9,604+763$1,591
INVESCO EXCH TRD SLF IDX FD 71,013 +11,150 $1,527
     BSCM71,013+11,150$1,527
ISHARES TR (TIP) 12,278 +133 $1,431
     TIP12,278+133$1,431
ROSS STORES INC 10,219 UNCH $1,190
     ROST10,219UNCH$1,190
JOHNSON JOHNSON 8,059 +26 $1,176
     JNJ8,059+26$1,176
JPMORGAN CHASE CO 8,369 +1,773 $1,167
     JPM8,369+1,773$1,167
AMAZON COM INC 629 -10 $1,162
     AMZN629-10$1,162
EXXON MOBIL CORP 16,448 +45 $1,148
     XOM16,448+45$1,148
GLOBAL X FDS 90,190 -13,231 $1,108
     MLPX90,190-13,231$1,108

See Full List: All Stocks Held By Klingman & Associates LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Klingman & Associates LLC

Size ($ in 1000's)
At 12/31/2019: $611,061
At 09/30/2019: $558,509

Klingman & Associates LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Klingman & Associates LLC 13F filings. Link to 13F filings: SEC filings

Klingman & Associates LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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