Klingman & Associates, LLC
CIK Number: 0001662449
1.63B
Market Value
254
# of Holdings
17 months
Avg. Holding Period
34.57%
Win Rate
15.64%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 528.67 | +0.10% | 522.94K | +0.06% | 307.85M | 327.16 | 18.93% |
| 2 | IJH | iShares Core S&... | 54.85 | +0.85% | 1.38M | +1.65% | 86.13M | 43.94 | 5.30% |
| 3 | SPY | SPDR S&P 500 ET... | 526.41 | +0.14% | 119.81K | -1.12% | 70.22M | 210.69 | 4.32% |
| 4 | VTIP | Vanguard Short-... | 49.86 | +0.32% | 1.31M | +14.34% | 63.27M | 48.02 | 3.89% |
| 5 | AAPL | Apple Inc. | 196.98 | +1.39% | 251.53K | +1.02% | 62.99M | 95.62 | 3.87% |
Stop Guessing, Start Knowing.
Cut through market noise with actionable insights that actually help you make confident investment decisions. No more endless research or gut-based guessing.
- Unlimited access to all data and tools
- Unlimited access to all data and tools, giving you the edge over everyone else in the market.
- Realtime Options & Dark Pool Data
- Instant access to live options & dark pool data to spot opportunities and trade with precision before the market moves.
- Top Wallstreet Analyst Ratings
- Follow ratings from the best analysts on Wall Street to stay ahead.
- Up to 30 years financial history
- We deliver premium Wall Street data with top-tier accuracy and up to 30 years of history.