HoldingsChannel.com
Klingman & Associates LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES TR (IVV) 304,093 -83,229 $78,578
     IVV304,093-83,229$78,578
VANGUARD MALVERN FDS (VTIP) 799,755 +11,997 $38,964
     VTIP799,755+11,997$38,964
SPDR S&P 500 ETF TR (SPY) 134,702 +278 $34,720
     SPY134,702+278$34,720
ISHARES TR (IJH) 147,680 -111,249 $21,246
     IJH147,680-111,249$21,246
SPDR SER TR (SDY) 220,116 -2,821 $17,579
     SDY220,116-2,821$17,579
SPDR SER TR (SPYG) 464,766 +464,766 $16,611
     SPYG464,766+464,766$16,611
SPDR SER TR (SPYV) 630,258 +630,258 $16,286
     SPYV630,258+630,258$16,286
INVESCO EXCHANGE TRADED FD T (PRF) 172,653 -2,660 $15,960
     PRF172,653-2,660$15,960
ISHARES U S ETF TR (NEAR) 317,043 -2,646 $15,373
     NEAR317,043-2,646$15,373
ISHARES TR (USMV) 269,039 +56,315 $14,531
     USMV269,039+56,315$14,531
ISHARES TR (IJR) 249,312 -147,796 $13,989
     IJR249,312-147,796$13,989
APPLE INC 51,523 +4,091 $13,102
     AAPL51,523+4,091$13,102
SPDR S&P MIDCAP 400 ETF TR (MDY) 48,113 -1,324 $12,648
     MDY48,113-1,324$12,648
SPDR SER TR (MDYG) 256,912 +252,577 $11,001
     MDYG256,912+252,577$11,001
SPDR SER TR (SLYV) 267,483 +162,656 $10,929
     SLYV267,483+162,656$10,929
SPDR SER TR (MDYV) 303,581 +297,881 $10,704
     MDYV303,581+297,881$10,704
J P MORGAN EXCHANGE TRADED F (JPST) 209,815 +44,649 $10,422
     JPST209,815+44,649$10,422
ISHARES TR (EFAV) 143,865 +2,185 $8,927
     EFAV143,865+2,185$8,927
INVESCO EXCHANGE TRADED FD T (RWL) 182,776 -10,789 $8,026
     RWL182,776-10,789$8,026
INVESCO EXCH TRD SLF IDX FD 326,469 +24,978 $6,742
     BSCO326,469+24,978$6,742
SPDR SER TR (SLYG) 145,391 +138,537 $6,714
     SLYG145,391+138,537$6,714
VANGUARD TAX MANAGED INTL FD (VEA) 183,508 +104,006 $6,118
     VEA183,508+104,006$6,118
PJT PARTNERS INC 124,770 UNCH $5,414
     PJT124,770UNCH$5,414
INVESCO EXCH TRD SLF IDX FD 260,438 +41,083 $5,398
     BSCN260,438+41,083$5,398
VANGUARD INDEX FDS (VTI) 33,093 +4,875 $4,266
     VTI33,093+4,875$4,266
ISHARES TR (IEFA) 84,184 +84,184 $4,200
     IEFA84,184+84,184$4,200
ISHARES TR (IWM) 35,843 +37 $4,103
     IWM35,843+37$4,103
INVESCO EXCHANGE TRADED FD T (SPLV) 85,906 -700 $4,030
     SPLV85,906-700$4,030
VANGUARD INDEX FDS (VNQ) 55,892 -1,101 $3,904
     VNQ55,892-1,101$3,904
INVESCO EXCH TRD SLF IDX FD 150,177 +46,805 $3,089
     BSCP150,177+46,805$3,089
ISHARES TR (DVY) 40,572 -1,210 $2,984
     DVY40,572-1,210$2,984
GLOBAL X FDS 476,431 +386,241 $2,925
     MLPX476,431+386,241$2,925
ISHARES TR (IWB) 19,991 UNCH $2,829
     IWB19,991UNCH$2,829
MICROSOFT CORP 16,769 -57 $2,645
     MSFT16,769-57$2,645
ISHARES TR (IDV) 111,083 -1,408 $2,510
     IDV111,083-1,408$2,510
VANGUARD INDEX FDS (VOO) 8,996 -112 $2,130
     VOO8,996-112$2,130
VANGUARD INTL EQUITY INDEX F (VEU) 46,547 -2,606 $1,909
     VEU46,547-2,606$1,909
INVESCO EXCH TRD SLF IDX FD 78,603 +7,590 $1,665
     BSCM78,603+7,590$1,665
INVESCO EXCHANGE TRADED FD T (VRP) 75,242 -4,914 $1,615
     VRP75,242-4,914$1,615
AMAZON COM INC 788 +159 $1,536
     AMZN788+159$1,536
VANGUARD INTL EQUITY INDEX F (VWO) 45,383 -8,824 $1,523
     VWO45,383-8,824$1,523
CITIZENS FINANCIAL GROUP INC 80,000 UNCH $1,505
     CFG80,000UNCH$1,505
ISHARES TR (TIP) 12,581 +303 $1,484
     TIP12,581+303$1,484
MASTERCARD INC 5,949 -355 $1,437
     MA5,949-355$1,437
ISHARES TR (EFA) 25,944 +252 $1,387
     EFA25,944+252$1,387
ISHARES TR (HDV) 19,365 -992 $1,386
     HDV19,365-992$1,386
VANGUARD STAR FDS (VXUS) 33,042 -40,237 $1,386
     VXUS33,042-40,237$1,386
BERKSHIRE HATHAWAY INC DEL      $1,368
     BRK.B7,480+133$1,368
JOHNSON & JOHNSON 8,863 +804 $1,162
     JNJ8,863+804$1,162
ISHARES INC (IEMG) 24,331 +20,006 $985
     IEMG24,331+20,006$985

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 03/31/2020: $490,227
At 12/31/2019: $611,061

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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