HoldingsChannel.com
Klingman & Associates LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
ISHARES TR (IVV) 349,119 +35,526 $104,219
     IVV349,119+35,526$104,219
ISHARES TR (IJH) 241,576 +12,821 $46,680
     IJH241,576+12,821$46,680
SPDR S&P 500 ETF TR (SPY) 137,173 -80 $40,709
     SPY137,173-80$40,709
VANGUARD MALVERN FDS (VTIP) 749,986 +185,597 $36,787
     VTIP749,986+185,597$36,787
MANAGED PORTFOLIO SER 1,325,175 -83,831 $31,005
     TPYP1,325,175-83,831$31,005
ISHARES TR (IJR) 366,668 +22,849 $28,541
     IJR366,668+22,849$28,541
SPDR SERIES TRUST (SDY) 223,751 -992 $22,957
     SDY223,751-992$22,957
INVESCO EXCHANGE TRADED FD T (PRF) 175,538 -5,520 $20,689
     PRF175,538-5,520$20,689
SPDR S&P MIDCAP 400 ETF TR (MDY) 49,676 +11 $17,509
     MDY49,676+11$17,509
ISHARES US ETF TR (NEAR) 304,735 -8,246 $15,340
     NEAR304,735-8,246$15,340
UBS AG JERSEY BRH 648,802 -34,136 $13,528
     MLPI648,802-34,136$13,528
ISHARES TR (USMV) 194,202 +41,223 $12,448
     USMV194,202+41,223$12,448
JPMORGAN CHASE & CO 474,489 -19,905 $11,041
     AMJ474,489-19,905$11,041
INVESCO EXCHNG TRADED FD TR (RWL) 195,072 -1,638 $10,524
     RWL195,072-1,638$10,524
APPLE INC 42,681 -260 $9,559
     AAPL42,681-260$9,559
ISHARES TR (EFAV) 122,351 +26,738 $8,966
     EFAV122,351+26,738$8,966
INVESCO EXCH TRD SLF IDX FD 290,776 +7,300 $6,231
     BSCO290,776+7,300$6,231
SPDR SERIES TRUST (SLYV) 101,067 +2,913 $6,191
     SLYV101,067+2,913$6,191
JP MORGAN EXCHANGE TRADED FD (JPST) 111,685 +43,368 $5,632
     JPST111,685+43,368$5,632
ISHARES TR (IWM) 35,804 +2 $5,419
     IWM35,804+2$5,419
VANGUARD INDEX FDS (VNQ) 56,009 -424 $5,223
     VNQ56,009-424$5,223
PJT PARTNERS INC 124,770 -40,000 $5,078
     PJT124,770-40,000$5,078
INVESCO EXCHNG TRADED FD TR (SPLV) 86,606 -1,000 $5,014
     SPLV86,606-1,000$5,014
ISHARES TR (DVY) 42,687 -35 $4,352
     DVY42,687-35$4,352
VANGUARD INDEX FDS (VTI) 28,067 +880 $4,238
     VTI28,067+880$4,238
INVESCO EXCH TRD SLF IDX FD 190,055 +13,000 $4,046
     BSCN190,055+13,000$4,046
VANGUARD STAR FD (VXUS) 71,734 -200 $3,706
     VXUS71,734-200$3,706
ISHARES TR (IDV) 112,985 -7,445 $3,473
     IDV112,985-7,445$3,473
ISHARES TR (IWB) 19,951 UNCH $3,283
     IWB19,951UNCH$3,283
CITIZENS FINL GROUP INC 80,000 UNCH $2,830
     CFG80,000UNCH$2,830
VANGUARD INDEX FDS (VOO) 9,594 +105 $2,615
     VOO9,594+105$2,615
VANGUARD TAX MANAGED INTL FD (VEA) 57,761 +7,310 $2,373
     VEA57,761+7,310$2,373
MICROSOFT CORP 16,340 +274 $2,272
     MSFT16,340+274$2,272
VANGUARD INTL EQUITY INDEX F (VEU) 44,206 +4 $2,206
     VEU44,206+4$2,206
INVESCO EXCHNG TRADED FD TR (VRP) 80,156 -449 $2,038
     VRP80,156-449$2,038
ISHARES TR (HDV) 20,352 +6 $1,916
     HDV20,352+6$1,916
VANGUARD INTL EQUITY INDEX F (VWO) 46,949 +9,595 $1,890
     VWO46,949+9,595$1,890
INVESCO EXCH TRD SLF IDX FD 85,422 +9,350 $1,825
     BSCP85,422+9,350$1,825
MASTERCARD INC 6,344 +136 $1,723
     MA6,344+136$1,723
ISHARES TR (EFA) 25,103 -17,360 $1,637
     EFA25,103-17,360$1,637
BERKSHIRE HATHAWAY INC DEL      $1,508
     BRK.B7,247+199$1,508
ISHARES TR (TIP) 12,145 -57,814 $1,412
     TIP12,145-57,814$1,412
VANGUARD INDEX FDS (VB) 8,841 UNCH $1,361
     VB8,841UNCH$1,361
INVESCO EXCH TRD SLF IDX FD 59,863 +9,150 $1,286
     BSCM59,863+9,150$1,286
GLOBAL X FDS 103,421 -1,232 $1,272
     MLPX103,421-1,232$1,272
VANGUARD GROUP (VIG) 10,247 -187 $1,225
     VIG10,247-187$1,225
EXXON MOBIL CORP 16,403 -450 $1,158
     XOM16,403-450$1,158
ROSS STORES INC 10,219 UNCH $1,123
     ROST10,219UNCH$1,123
AMAZON COM INC 639 +127 $1,109
     AMZN639+127$1,109
JOHNSON & JOHNSON 8,033 -34 $1,039
     JNJ8,033-34$1,039

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 09/30/2019: $558,509
At 06/30/2019: $538,228

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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