HoldingsChannel.com
Klingman & Associates LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
ISHARES TR (IVV) 73,153 -227,156 $21,562
     IVV73,153-227,156$21,562
ISHARES TR (IJH) 86,834 -134,539 $16,868
     IJH86,834-134,539$16,868
SPDR S&P 500 ETF TR (SPY) 52,183 -87,105 $15,290
     SPY52,183-87,105$15,290
VANGUARD MALVERN FDS (VTIP) 282,999 -221,698 $13,958
     VTIP282,999-221,698$13,958
ISHARES TR (IJR) 138,307 -186,782 $10,827
     IJR138,307-186,782$10,827
UBS AG JERSEY BRH 445,222 -264,154 $9,942
     MLPI445,222-264,154$9,942
MANAGED PORTFOLIO SER 409,827 -975,002 $9,799
     TPYP409,827-975,002$9,799
SPDR SERIES TRUST (SDY) 95,341 -132,925 $9,618
     SDY95,341-132,925$9,618
ISHARES US ETF TR (NEAR) 186,747 -119,597 $9,399
     NEAR186,747-119,597$9,399
INVESCO EXCHANGE TRADED FD T (PRF) 65,844 -116,601 $7,680
     PRF65,844-116,601$7,680
APPLE INC 35,689 -6,403 $7,064
     AAPL35,689-6,403$7,064
JPMORGAN CHASE & CO 248,216 -269,506 $6,233
     AMJ248,216-269,506$6,233
SPDR S&P MIDCAP 400 ETF TR (MDY) 15,793 -33,999 $5,600
     MDY15,793-33,999$5,600
ISHARES TR (TIP) 38,103 -33,622 $4,401
     TIP38,103-33,622$4,401
INVESCO EXCHNG TRADED FD TR (RWL) 69,718 -127,568 $3,722
     RWL69,718-127,568$3,722
INVESCO EXCH TRD SLF IDX FD 173,323 -97,053 $3,683
     BSCO173,323-97,053$3,683
SPDR SERIES TRUST (SLYV) 46,757 -46,762 $2,837
     SLYV46,757-46,762$2,837
CITIZENS FINL GROUP INC 80,000 UNCH $2,829
     CFG80,000UNCH$2,829
JP MORGAN EXCHANGE TRADED FD (JPST) 53,112 +8,928 $2,676
     JPST53,112+8,928$2,676
VANGUARD INDEX FDS (VNQ) 24,039 -44,017 $2,101
     VNQ24,039-44,017$2,101
ISHARES TR (IWM) 12,720 -23,080 $1,978
     IWM12,720-23,080$1,978
ISHARES TR (EFAV) 25,733 -43,201 $1,869
     EFAV25,733-43,201$1,869
ISHARES TR (IDV) 60,261 -72,924 $1,851
     IDV60,261-72,924$1,851
INVESCO EXCH TRD SLF IDX FD 86,875 -70,980 $1,838
     BSCN86,875-70,980$1,838
VANGUARD INTL EQUITY INDEX F (VEU) 28,784 -15,211 $1,468
     VEU28,784-15,211$1,468
ISHARES TR (DVY) 13,201 -29,521 $1,314
     DVY13,201-29,521$1,314
ISHARES TR (USMV) 20,154 -103,595 $1,244
     USMV20,154-103,595$1,244
VANGUARD INTL EQUITY INDEX F (VWO) 26,554 -6,953 $1,129
     VWO26,554-6,953$1,129
ISHARES TR (EFA) 15,070 -27,393 $991
     EFA15,070-27,393$991
INVESCO EXCHNG TRADED FD TR (VRP) 39,728 -44,419 $990
     VRP39,728-44,419$990
ROYAL BK CDA MONTREAL QUE 11,309 -220 $897
     RY11,309-220$897
INVESCO EXCHNG TRADED FD TR (SPLV) 16,212 -72,054 $892
     SPLV16,212-72,054$892
INVESCO EXCH TRD SLF IDX FD 39,385 -8,037 $833
     BSCP39,385-8,037$833
GLOBAL X FDS 56,159 -44,163 $727
     MLPX56,159-44,163$727
VANGUARD INDEX FDS (VB) 4,194 -4,672 $657
     VB4,194-4,672$657
EXXON MOBIL CORP 8,328 -8,579 $638
     XOM8,328-8,579$638
INVESCO EXCH TRD SLF IDX FD 27,585 -9,678 $590
     BSCM27,585-9,678$590
PIMCO ETF TR (MINT) 4,780 -2,783 $486
     MINT4,780-2,783$486
MICROSOFT CORP 3,500 -12,494 $469
     MSFT3,500-12,494$469
BERKSHIRE HATHAWAY INC DEL      $437
     BRK.B2,049-4,828$437
VANGUARD INDEX FDS (VOO) 1,623 -6,417 $437
     VOO1,623-6,417$437
ISHARES TR (SCZ) 7,555 -4,100 $434
     SCZ7,555-4,100$434
INVESCO EXCHNG TRADED FD TR (PDN) 12,500 -11,958 $373
     PDN12,500-11,958$373
INVESCO EXCHANGE TRADED FD T (RSP) 3,250 -2,900 $350
     RSP3,250-2,900$350
HONEYWELL INTL INC 1,994 -580 $348
     HON1,994-580$348
WISDOMTREE TR 7,070 -6,185 $316
     DEM7,070-6,185$316
VANGUARD INDEX FDS (VTI) 2,051 -25,332 $308
     VTI2,051-25,332$308
JPMORGAN CHASE & CO 2,587 -6,315 $289
     JPM2,587-6,315$289
DISNEY WALT CO 2,035 -1,477 $284
     DIS2,035-1,477$284
SPDR SERIES TRUST (SLYG) 4,411 -2,350 $269
     SLYG4,411-2,350$269

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 06/30/2019: $193,348
At 03/31/2019: $512,978

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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