$241 Million is the total value of Klingman & Associates, LLC's 389 reported holdings in Q4 2014. The portfolio turnover from Q3 2014 to Q4 2014 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | New | SPDR S&P 500 ETF TRtr unit | $34,760,000 | – | 169,116 | +100.0% | 14.44% | – |
| AMJ | New | JPMORGAN CHASE & COalerian ml etn | $22,568,000 | – | 491,150 | +100.0% | 9.38% | – |
| SDY | New | SPDR SERIES TRUSTs&p divid etf | $20,507,000 | – | 260,249 | +100.0% | 8.52% | – |
| MLPN | New | CREDIT SUISSE NASSAU BRHeql wgt mlp lkd | $17,758,000 | – | 556,172 | +100.0% | 7.38% | – |
| IVV | New | ISHARES TRcore s&p500 etf | $14,314,000 | – | 69,198 | +100.0% | 5.95% | – |
| MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $12,679,000 | – | 48,032 | +100.0% | 5.27% | – |
| PRF | New | POWERSHARES ETF TRUSTftse rafi 1000 | $12,285,000 | – | 134,373 | +100.0% | 5.10% | – |
| IDV | New | ISHARES TRintl sel div etf | $10,021,000 | – | 297,461 | +100.0% | 4.16% | – |
| VNQ | New | VANGUARD INDEX FDSreit etf | $6,733,000 | – | 83,134 | +100.0% | 2.80% | – |
| RWL | New | REVENUESHARES ETF TRlargecap fd | $5,047,000 | – | 123,793 | +100.0% | 2.10% | – |
| SPLV | New | POWERSHARES ETF TR IIs&p500 low vol | $4,688,000 | – | 123,505 | +100.0% | 1.95% | – |
| CEM | New | CLEARBRIDGE ENERGY MLP FD | $4,301,000 | – | 155,846 | +100.0% | 1.79% | – |
| DVY | New | ISHARES TRselect divid etf | $3,818,000 | – | 48,095 | +100.0% | 1.59% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $2,900,000 | – | 20,034 | +100.0% | 1.20% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $2,544,000 | – | 24,000 | +100.0% | 1.06% | – |
| IWM | New | ISHARES TRrussell 2000 etf | $2,485,000 | – | 20,775 | +100.0% | 1.03% | – |
| ENH | New | ENDURANCE SPECIALTY HLDGS | $2,419,000 | – | 40,426 | +100.0% | 1.00% | – |
| HDV | New | ISHARES TRcore high dv etf | $2,409,000 | – | 31,485 | +100.0% | 1.00% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $2,305,000 | – | 20,216 | +100.0% | 0.96% | – |
| RY | New | ROYAL BK CDA MONTREAL QUE | $2,002,000 | – | 29,000 | +100.0% | 0.83% | – |
| DBC | New | POWERSHARES DB CMDTY IDX Tunit ben int | $1,945,000 | – | 105,466 | +100.0% | 0.81% | – |
| EFA | New | ISHARES TRmsci eafe etf | $1,924,000 | – | 31,637 | +100.0% | 0.80% | – |
| FCT | New | FIRST TR SR FLG RTE INCM F | $1,819,000 | – | 139,862 | +100.0% | 0.76% | – |
| PFF | New | ISHARES TRu.s. pfd stk etf | $1,811,000 | – | 45,935 | +100.0% | 0.75% | – |
| VEU | New | VANGUARD INTL EQUITY INDEXallwrld ex us | $1,566,000 | – | 33,424 | +100.0% | 0.65% | – |
| XOM | New | EXXON MOBIL CORP | $1,462,000 | – | 15,821 | +100.0% | 0.61% | – |
| JPM | New | JPMORGAN CHASE & CO | $1,403,000 | – | 22,428 | +100.0% | 0.58% | – |
| FRA | New | BLACKROCK FLOAT RATE OME S | $1,281,000 | – | 95,670 | +100.0% | 0.53% | – |
| DEM | New | WISDOMTREE TRemerg mkts etf | $1,115,000 | – | 26,461 | +100.0% | 0.46% | – |
| VIG | New | VANGUARD SPECIALIZED PORTFdiv app etf | $1,046,000 | – | 12,890 | +100.0% | 0.44% | – |
| PID | New | POWERSHARES ETF TRUSTintl div achv | $1,028,000 | – | 58,740 | +100.0% | 0.43% | – |
| RWK | New | REVENUESHARES ETF TRmid cap fd | $922,000 | – | 19,049 | +100.0% | 0.38% | – |
| USMV | New | ISHARES TRusa min vol etf | $902,000 | – | 22,291 | +100.0% | 0.38% | – |
| VWO | New | VANGUARD INTL EQUITY INDEXftse emr mkt etf | $894,000 | – | 22,345 | +100.0% | 0.37% | – |
| ELD | New | WISDOMTREE TRem lcl debt fd | $881,000 | – | 21,199 | +100.0% | 0.37% | – |
| GE | New | GENERAL ELECTRIC CO | $856,000 | – | 33,892 | +100.0% | 0.36% | – |
| CHY | New | CALAMOS CONV & HIGH INCOME | $850,000 | – | 61,508 | +100.0% | 0.35% | – |
| EMD | New | WESTERN ASSET EMRG MKT DEB | $747,000 | – | 47,442 | +100.0% | 0.31% | – |
| RTR | New | REVENUESHARES ETF TRadr fd | $745,000 | – | 20,759 | +100.0% | 0.31% | – |
| RWJ | New | REVENUESHARES ETF TRsmall cap fd | $701,000 | – | 12,299 | +100.0% | 0.29% | – |
| RWX | New | SPDR INDEX SHS FDSdj intl rl etf | $697,000 | – | 16,790 | +100.0% | 0.29% | – |
| OEF | New | ISHARES TRs&p 100 etf | $666,000 | – | 7,325 | +100.0% | 0.28% | – |
| SCZ | New | ISHARES TReafe sml cp etf | $664,000 | – | 14,217 | +100.0% | 0.28% | – |
| EFAV | New | ISHARES TReafe min vol etf | $654,000 | – | 10,600 | +100.0% | 0.27% | – |
| WIP | New | SPDR SERIES TRUSTdb int gvt etf | $649,000 | – | 11,400 | +100.0% | 0.27% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $643,000 | – | 5,516 | +100.0% | 0.27% | – |
| VTIP | New | VANGUARD MALVERN FDSstrm infproidx | $583,000 | – | 12,100 | +100.0% | 0.24% | – |
| PFE | New | PFIZER INC | $580,000 | – | 18,650 | +100.0% | 0.24% | – |
| VVR | New | INVESCO SR INCOME TR | $581,000 | – | 127,453 | +100.0% | 0.24% | – |
| INB | New | COHEN & STEERS GLOBAL INC | $564,000 | – | 48,095 | +100.0% | 0.23% | – |
| RSP | New | RYDEX ETF TRUSTgug s&p500 eq wt | $559,000 | – | 6,987 | +100.0% | 0.23% | – |
| TIP | New | ISHARES TRtips bd etf | $543,000 | – | 4,855 | +100.0% | 0.23% | – |
| VYM | New | VANGUARD WHITEHALL FDS INChigh div yld | $500,000 | – | 7,281 | +100.0% | 0.21% | – |
| MINT | New | PIMCO ETF TRenhan shrt ma ac | $493,000 | – | 4,879 | +100.0% | 0.20% | – |
| IWF | New | ISHARES TRrus 1000 grw etf | $488,000 | – | 5,107 | +100.0% | 0.20% | – |
| NSL | New | NUVEEN SR INCOME FD | $426,000 | – | 65,047 | +100.0% | 0.18% | – |
| EMB | New | ISHARES TRjp mor em mk etf | $416,000 | – | 3,800 | +100.0% | 0.17% | – |
| SOXX | New | ISHARES TRphlx semicnd etf | $408,000 | – | 4,400 | +100.0% | 0.17% | – |
| VSS | New | VANGUARD INTL EQUITY INDEXftse smcap etf | $405,000 | – | 4,250 | +100.0% | 0.17% | – |
| MUB | New | ISHARES TRnat amt free bd | $396,000 | – | 3,597 | +100.0% | 0.16% | – |
| IWD | New | ISHARES TRrus 1000 val etf | $368,000 | – | 3,525 | +100.0% | 0.15% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $367,000 | – | 2,450 | +100.0% | 0.15% | – |
| JNJ | New | JOHNSON & JOHNSON | $363,000 | – | 3,480 | +100.0% | 0.15% | – |
| PEP | New | PEPSICO INC | $349,000 | – | 3,695 | +100.0% | 0.14% | – |
| DIS | New | DISNEY WALT CO | $350,000 | – | 3,717 | +100.0% | 0.14% | – |
| MSFT | New | MICROSOFT CORP | $337,000 | – | 7,260 | +100.0% | 0.14% | – |
| C | New | CITIGROUP INC | $333,000 | – | 6,167 | +100.0% | 0.14% | – |
| AAPL | New | APPLE INC | $332,000 | – | 3,010 | +100.0% | 0.14% | – |
| JNK | New | SPDR SERIES TRUSTbrc hgh yld bd | $327,000 | – | 8,486 | +100.0% | 0.14% | – |
| HON | New | HONEYWELL INTL INC | $325,000 | – | 3,262 | +100.0% | 0.14% | – |
| PXF | New | POWERSHARES GLOBAL ETF TRUdev mkts ex-us | $306,000 | – | 7,765 | +100.0% | 0.13% | – |
| VXF | New | VANGUARD INDEX FDSextend mkt etf | $285,000 | – | 3,250 | +100.0% | 0.12% | – |
| PG | New | PROCTER & GAMBLE CO | $278,000 | – | 3,060 | +100.0% | 0.12% | – |
| HYG | New | ISHARES TRiboxx hi yd etf | $261,000 | – | 2,923 | +100.0% | 0.11% | – |
| PDN | New | POWERSHARES GLOBAL ETF TRUex us sml port | $260,000 | – | 10,000 | +100.0% | 0.11% | – |
| CVX | New | CHEVRON CORP NEW | $247,000 | – | 2,207 | +100.0% | 0.10% | – |
| HD | New | HOME DEPOT INC | $248,000 | – | 2,367 | +100.0% | 0.10% | – |
| VGK | New | VANGUARD INTL EQUITY INDEXftse europe etf | $226,000 | – | 4,316 | +100.0% | 0.09% | – |
| MRK | New | MERCK & CO INC NEW | $222,000 | – | 3,924 | +100.0% | 0.09% | – |
| ABBV | New | ABBVIE INC | $218,000 | – | 3,334 | +100.0% | 0.09% | – |
| PM | New | PHILIP MORRIS INTL INC | $217,000 | – | 2,672 | +100.0% | 0.09% | – |
| VNQI | New | VANGUARD INTL EQUITY INDEXglb ex us etf | $214,000 | – | 4,000 | +100.0% | 0.09% | – |
| IJJ | New | ISHARES TRs&p mc 400vl etf | $206,000 | – | 1,617 | +100.0% | 0.09% | – |
| HSY | New | HERSHEY CO | $207,000 | – | 2,000 | +100.0% | 0.09% | – |
| CL | New | COLGATE PALMOLIVE CO | $194,000 | – | 2,811 | +100.0% | 0.08% | – |
| IBM | New | INTERNATIONAL BUSINESS MAC | $191,000 | – | 1,194 | +100.0% | 0.08% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $180,000 | – | 3,863 | +100.0% | 0.08% | – |
| ADP | New | AUTOMATIC DATA PROCESSING | $174,000 | – | 2,092 | +100.0% | 0.07% | – |
| MCI | New | BABSON CAP CORPORATE INVS | $170,000 | – | 10,702 | +100.0% | 0.07% | – |
| IJK | New | ISHARES TRs&p mc 400gr etf | $164,000 | – | 1,030 | +100.0% | 0.07% | – |
| D | New | DOMINION RES INC VA NEW | $161,000 | – | 2,104 | +100.0% | 0.07% | – |
| WMT | New | WAL-MART STORES INC | $160,000 | – | 1,870 | +100.0% | 0.07% | – |
| ORCL | New | ORACLE CORP | $154,000 | – | 3,436 | +100.0% | 0.06% | – |
| DBEM | New | DBX ETF TRxtrak msci emkt | $151,000 | – | 7,050 | +100.0% | 0.06% | – |
| PRFZ | New | POWERSHARES ETF TRUSTftse us1500 sm | $151,000 | – | 1,505 | +100.0% | 0.06% | – |
| IEF | New | ISHARES TR7-10 y tr bd etf | $150,000 | – | 1,420 | +100.0% | 0.06% | – |
| MO | New | ALTRIA GROUP INC | $146,000 | – | 2,979 | +100.0% | 0.06% | – |
| RFI | New | COHEN & STEERS TOTAL RETUR | $144,000 | – | 10,930 | +100.0% | 0.06% | – |
| CVS | New | CVS HEALTH CORP | $142,000 | – | 1,475 | +100.0% | 0.06% | – |
| CMCSA | New | COMCAST CORP NEWcl a | $143,000 | – | 2,482 | +100.0% | 0.06% | – |
| DIA | New | SPDR DOW JONES INDL AVRG Eut ser 1 | $142,000 | – | 800 | +100.0% | 0.06% | – |
| DBEF | New | DBX ETF TRxtrak msci eafe | $136,000 | – | 5,038 | +100.0% | 0.06% | – |
| COST | New | COSTCO WHSL CORP NEW | $137,000 | – | 968 | +100.0% | 0.06% | – |
| QQQ | New | POWERSHARES QQQ TRUSTunit ser 1 | $135,000 | – | 1,314 | +100.0% | 0.06% | – |
| PGX | New | POWERSHARES GLOBAL ETF TRUagg pfd port | $132,000 | – | 9,008 | +100.0% | 0.06% | – |
| BMY | New | BRISTOL MYERS SQUIBB CO | $133,000 | – | 2,261 | +100.0% | 0.06% | – |
| DWX | New | SPDR INDEX SHS FDSs&p intl etf | $130,000 | – | 3,108 | +100.0% | 0.05% | – |
| E103PS | New | WESTERN ASSET EMRG MKT INC | $124,000 | – | 11,346 | +100.0% | 0.05% | – |
| EEM | New | ISHARES TRmsci emg mkt etf | $123,000 | – | 3,150 | +100.0% | 0.05% | – |
| IJT | New | ISHARES TRsp smcp600gr etf | $120,000 | – | 983 | +100.0% | 0.05% | – |
| ABT | New | ABBOTT LABS | $117,000 | – | 2,612 | +100.0% | 0.05% | – |
| EEMV | New | ISHARESem mk minvol etf | $117,000 | – | 2,079 | +100.0% | 0.05% | – |
| MLM | New | MARTIN MARIETTA MATLS INC | $116,000 | – | 1,060 | +100.0% | 0.05% | – |
| STPZ | New | PIMCO ETF TR1-5 us tip idx | $116,000 | – | 2,250 | +100.0% | 0.05% | – |
| QCOM | New | QUALCOMM INC | $114,000 | – | 1,535 | +100.0% | 0.05% | – |
| KMI | New | KINDER MORGAN INC DEL | $114,000 | – | 2,702 | +100.0% | 0.05% | – |
| CSCO | New | CISCO SYS INC | $112,000 | – | 4,040 | +100.0% | 0.05% | – |
| COH | New | COACH INC | $111,000 | – | 2,970 | +100.0% | 0.05% | – |
| INTC | New | INTEL CORP | $111,000 | – | 3,060 | +100.0% | 0.05% | – |
| CFG | New | CITIZENS FINL GROUP INC | $111,000 | – | 4,500 | +100.0% | 0.05% | – |
| VPL | New | VANGUARD INTL EQUITY INDEXftse pacific etf | $111,000 | – | 1,960 | +100.0% | 0.05% | – |
| ADI | New | ANALOG DEVICES INC | $111,000 | – | 2,010 | +100.0% | 0.05% | – |
| DLS | New | WISDOMTREE TRintl smcap div | $111,000 | – | 2,000 | +100.0% | 0.05% | – |
| EEFT | New | EURONET WORLDWIDE INC | $109,000 | – | 2,000 | +100.0% | 0.04% | – |
| ISCG | New | ISHARES TRmrgstr sm cp gr | $108,000 | – | 800 | +100.0% | 0.04% | – |
| FLS | New | FLOWSERVE CORP | $107,000 | – | 1,800 | +100.0% | 0.04% | – |
| BSCK | New | CLAYMORE EXCHANGE TRD FD Tgug bull2020 e | $105,000 | – | 5,000 | +100.0% | 0.04% | – |
| IJS | New | ISHARES TRsp smcp600vl etf | $103,000 | – | 874 | +100.0% | 0.04% | – |
| TGT | New | TARGET CORP | $101,000 | – | 1,336 | +100.0% | 0.04% | – |
| MMM | New | 3M CO | $101,000 | – | 616 | +100.0% | 0.04% | – |
| MHN | New | BLACKROCK MUNIHLDGS NY QLT | $101,000 | – | 7,285 | +100.0% | 0.04% | – |
| NEAR | New | ISHARES U S ETF TRsht mat bd etf | $99,000 | – | 1,990 | +100.0% | 0.04% | – |
| GS | New | GOLDMAN SACHS GROUP INC | $96,000 | – | 500 | +100.0% | 0.04% | – |
| ILCB | New | ISHARES TRmrngstr lg-cp et | $96,000 | – | 778 | +100.0% | 0.04% | – |
| ED | New | CONSOLIDATED EDISON INC | $97,000 | – | 1,484 | +100.0% | 0.04% | – |
| BAC | New | BANK AMER CORP | $90,000 | – | 5,035 | +100.0% | 0.04% | – |
| CBS | New | CBS CORP NEWcl b | $86,000 | – | 1,564 | +100.0% | 0.04% | – |
| TMO | New | THERMO FISHER SCIENTIFIC I | $86,000 | – | 691 | +100.0% | 0.04% | – |
| ILCV | New | ISHARES TRmrngstr lg-cp vl | $87,000 | – | 1,017 | +100.0% | 0.04% | – |
| ISCV | New | ISHARES TRmrning sm cp etf | $85,000 | – | 661 | +100.0% | 0.04% | – |
| CWB | New | SPDR SERIES TRUSTbrc cnv secs etf | $85,000 | – | 1,816 | +100.0% | 0.04% | – |
| DXJ | New | WISDOMTREE TRjapn hedge eqt | $80,000 | – | 1,638 | +100.0% | 0.03% | – |
| HPQ | New | HEWLETT PACKARD CO | $77,000 | – | 1,924 | +100.0% | 0.03% | – |
| FOF | New | COHEN & STEERS CLOSED END | $78,000 | – | 6,000 | +100.0% | 0.03% | – |
| BBT | New | BB&T CORP | $77,000 | – | 2,000 | +100.0% | 0.03% | – |
| QAI | New | INDEXIQ ETF TRhedge mlti etf | $77,000 | – | 2,625 | +100.0% | 0.03% | – |
| V | New | VISA INC | $75,000 | – | 288 | +100.0% | 0.03% | – |
| CAH | New | CARDINAL HEALTH INC | $74,000 | – | 918 | +100.0% | 0.03% | – |
| FDX | New | FEDEX CORP | $75,000 | – | 437 | +100.0% | 0.03% | – |
| DGS | New | WISDOMTREE TRemg mkts smcap | $73,000 | – | 1,698 | +100.0% | 0.03% | – |
| COP | New | CONOCOPHILLIPS | $73,000 | – | 1,066 | +100.0% | 0.03% | – |
| VT | New | VANGUARD INTL EQUITY INDEXtt wrld st etf | $71,000 | – | 1,195 | +100.0% | 0.03% | – |
| WFC | New | WELLS FARGO & CO NEW | $71,000 | – | 1,303 | +100.0% | 0.03% | – |
| SO | New | SOUTHERN CO | $69,000 | – | 1,416 | +100.0% | 0.03% | – |
| MCD | New | MCDONALDS CORP | $71,000 | – | 765 | +100.0% | 0.03% | – |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $67,000 | – | 606 | +100.0% | 0.03% | – |
| ET | New | ENERGY TRANSFER EQUITY L P | $68,000 | – | 1,200 | +100.0% | 0.03% | – |
| LOW | New | LOWES COS INC | $68,000 | – | 1,000 | +100.0% | 0.03% | – |
| AWK | New | AMERICAN WTR WKS CO INC NE | $68,000 | – | 1,288 | +100.0% | 0.03% | – |
| GOOGL | New | GOOGLE INCcl a | $65,000 | – | 123 | +100.0% | 0.03% | – |
| NUE | New | NUCOR CORP | $65,000 | – | 1,332 | +100.0% | 0.03% | – |
| GOOG | New | GOOGLE INCcl c | $64,000 | – | 123 | +100.0% | 0.03% | – |
| BCO | New | BRINKS CO | $65,000 | – | 2,691 | +100.0% | 0.03% | – |
| GLD | New | SPDR GOLD TRUST | $64,000 | – | 567 | +100.0% | 0.03% | – |
| MS | New | MORGAN STANLEY | $65,000 | – | 1,694 | +100.0% | 0.03% | – |
| YHOO | New | YAHOO INC | $63,000 | – | 1,250 | +100.0% | 0.03% | – |
| ACN | New | ACCENTURE PLC IRELAND | $61,000 | – | 686 | +100.0% | 0.02% | – |
| CTAS | New | CINTAS CORP | $58,000 | – | 747 | +100.0% | 0.02% | – |
| KMB | New | KIMBERLY CLARK CORP | $58,000 | – | 504 | +100.0% | 0.02% | – |
| JTP | New | NUVEEN QUALITY PFD INCOME | $56,000 | – | 7,000 | +100.0% | 0.02% | – |
| WRE | New | WASHINGTON REAL ESTATE INVsh ben int | $55,000 | – | 2,000 | +100.0% | 0.02% | – |
| BUD | New | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $56,000 | – | 500 | +100.0% | 0.02% | – |
| NKE | New | NIKE INCcl b | $52,000 | – | 544 | +100.0% | 0.02% | – |
| NBTB | New | NBT BANCORP INC | $52,000 | – | 2,000 | +100.0% | 0.02% | – |
| UAA | New | UNDER ARMOUR INCcl a | $54,000 | – | 800 | +100.0% | 0.02% | – |
| IBME | New | ISHARES16 amt-free etf | $53,000 | – | 1,000 | +100.0% | 0.02% | – |
| HVB | New | HUDSON VALLEY HOLDING CORP | $51,000 | – | 1,903 | +100.0% | 0.02% | – |
| LQD | New | ISHARES TRiboxx inv cp etf | $50,000 | – | 420 | +100.0% | 0.02% | – |
| OMC | New | OMNICOM GROUP INC | $51,000 | – | 662 | +100.0% | 0.02% | – |
| MJN | New | MEAD JOHNSON NUTRITION CO | $51,000 | – | 511 | +100.0% | 0.02% | – |
| TEL | New | TE CONNECTIVITY LTD | $47,000 | – | 747 | +100.0% | 0.02% | – |
| EPD | New | ENTERPRISE PRODS PARTNERS | $45,000 | – | 1,250 | +100.0% | 0.02% | – |
| DLN | New | WISDOMTREE TRlargecap divid | $44,000 | – | 600 | +100.0% | 0.02% | – |
| EIX | New | EDISON INTL | $43,000 | – | 666 | +100.0% | 0.02% | – |
| BAX | New | BAXTER INTL INC | $43,000 | – | 589 | +100.0% | 0.02% | – |
| ACE | New | ACE LTD | $44,000 | – | 389 | +100.0% | 0.02% | – |
| T | New | AT&T INC | $40,000 | – | 1,217 | +100.0% | 0.02% | – |
| SLB | New | SCHLUMBERGER LTD | $40,000 | – | 477 | +100.0% | 0.02% | – |
| CAT | New | CATERPILLAR INC DEL | $42,000 | – | 400 | +100.0% | 0.02% | – |
| IWR | New | ISHARES TRrus mid-cap etf | $42,000 | – | 254 | +100.0% | 0.02% | – |
| SCI | New | SERVICE CORP INTL | $38,000 | – | 1,703 | +100.0% | 0.02% | – |
| SU | New | SUNCOR ENERGY INC NEW | $38,000 | – | 1,000 | +100.0% | 0.02% | – |
| SPH | New | SUBURBAN PROPANE PARTNERSunit ltd partn | $39,000 | – | 925 | +100.0% | 0.02% | – |
| GIS | New | GENERAL MLS INC | $38,000 | – | 722 | +100.0% | 0.02% | – |
| HYS | New | PIMCO ETF TR0-5 high yield | $36,000 | – | 359 | +100.0% | 0.02% | – |
| PEG | New | PUBLIC SVC ENTERPRISE GROU | $35,000 | – | 864 | +100.0% | 0.02% | – |
| AHGP | New | ALLIANCE HOLDINGS GP LP | $35,000 | – | 575 | +100.0% | 0.02% | – |
| UTF | New | COHEN & STEERS INFRASTRUCT | $34,000 | – | 1,500 | +100.0% | 0.01% | – |
| NLY | New | ANNALY CAP MGMT INC | $33,000 | – | 3,079 | +100.0% | 0.01% | – |
| MCK | New | MCKESSON CORP | $31,000 | – | 150 | +100.0% | 0.01% | – |
| DFE | New | WISDOMTREE TReurope smcp dv | $32,000 | – | 622 | +100.0% | 0.01% | – |
| GLO | New | CLOUGH GLOBAL OPPORTUNITIEsh ben int | $32,000 | – | 2,538 | +100.0% | 0.01% | – |
| JTD | New | NUVEEN TAX ADVANTAGED DIV | $32,000 | – | 2,000 | +100.0% | 0.01% | – |
| RNP | New | COHEN & STEERS REIT & PFD | $28,000 | – | 1,500 | +100.0% | 0.01% | – |
| GSK | New | GLAXOSMITHKLINE PLCsponsored adr | $29,000 | – | 700 | +100.0% | 0.01% | – |
| VLO | New | VALERO ENERGY CORP NEW | $29,000 | – | 600 | +100.0% | 0.01% | – |
| ETV | New | EATON VANCE TX MNG BY WRT | $29,000 | – | 2,100 | +100.0% | 0.01% | – |
| MPWR | New | MONOLITHIC PWR SYS INC | $29,000 | – | 599 | +100.0% | 0.01% | – |
| TXN | New | TEXAS INSTRS INC | $26,000 | – | 500 | +100.0% | 0.01% | – |
| GDO | New | WESTERN ASSET GLOBAL CP DE | $26,000 | – | 1,518 | +100.0% | 0.01% | – |
| DIAX | New | NUVEEN DOW 30 DYN OVERWRIT | $26,000 | – | 1,728 | +100.0% | 0.01% | – |
| HIO | New | WESTERN ASSET HIGH INCM OP | $27,000 | – | 5,062 | +100.0% | 0.01% | – |
| CNC | New | CENTENE CORP DEL | $27,000 | – | 269 | +100.0% | 0.01% | – |
| HME | New | HOME PROPERTIES INC | $26,000 | – | 425 | +100.0% | 0.01% | – |
| SBAC | New | SBA COMMUNICATIONS CORP | $26,000 | – | 239 | +100.0% | 0.01% | – |
| ETP | New | ENERGY TRANSFER PRTNRS L Punit ltd partn | $26,000 | – | 400 | +100.0% | 0.01% | – |
| TYC | New | TYCO INTL PLC | $27,000 | – | 626 | +100.0% | 0.01% | – |
| HTS | New | HATTERAS FINL CORP | $23,000 | – | 1,250 | +100.0% | 0.01% | – |
| LUMN | New | CENTURYLINK INC | $24,000 | – | 630 | +100.0% | 0.01% | – |
| VO | New | VANGUARD INDEX FDSmid cap etf | $25,000 | – | 210 | +100.0% | 0.01% | – |
| RAI | New | REYNOLDS AMERICAN INC | $25,000 | – | 400 | +100.0% | 0.01% | – |
| USO | New | UNITED STATES OIL FUND LPunits | $24,000 | – | 1,200 | +100.0% | 0.01% | – |
| DBA | New | POWERSHS DB MULTI SECT COMps db agricul fd | $24,000 | – | 1,000 | +100.0% | 0.01% | – |
| SANM | New | SANMINA CORPORATION | $25,000 | – | 1,076 | +100.0% | 0.01% | – |
| LMT | New | LOCKHEED MARTIN CORP | $25,000 | – | 130 | +100.0% | 0.01% | – |
| UNP | New | UNION PAC CORP | $23,000 | – | 200 | +100.0% | 0.01% | – |
| ESRX | New | EXPRESS SCRIPTS HLDG CO | $23,000 | – | 272 | +100.0% | 0.01% | – |
| GAM | New | GENERAL AMERN INVS INC | $23,000 | – | 679 | +100.0% | 0.01% | – |
| AGNC | New | AMERICAN CAPITAL AGENCY CO | $22,000 | – | 1,047 | +100.0% | 0.01% | – |
| ZBH | New | ZIMMER BIOMET HLDGS INC | $22,000 | – | 200 | +100.0% | 0.01% | – |
| NRK | New | NUVEEN NY AMT FREE MUN INC | $21,000 | – | 1,648 | +100.0% | 0.01% | – |
| FUN | New | CEDAR FAIR L Pdepositry unit | $21,000 | – | 450 | +100.0% | 0.01% | – |
| HYT | New | BLACKROCK CORPOR HI YLD FD | $21,000 | – | 1,911 | +100.0% | 0.01% | – |
| IP | New | INTL PAPER CO | $21,000 | – | 400 | +100.0% | 0.01% | – |
| NFJ | New | ALLIANZGI NFJ DIVID INT & | $22,000 | – | 1,400 | +100.0% | 0.01% | – |
| ROP | New | ROPER TECHNOLOGIES INC | $20,000 | – | 130 | +100.0% | 0.01% | – |
| LLY | New | LILLY ELI & CO | $20,000 | – | 300 | +100.0% | 0.01% | – |
| MCN | New | MADISON CVRED CALL & EQ ST | $20,000 | – | 2,500 | +100.0% | 0.01% | – |
| BCE | New | BCE INC | $20,000 | – | 444 | +100.0% | 0.01% | – |
| WBC | New | WABCO HLDGS INC | $20,000 | – | 200 | +100.0% | 0.01% | – |
| ASNA | New | ASCENA RETAIL GROUP INC | $20,000 | – | 1,600 | +100.0% | 0.01% | – |
| CEF | New | CENTRAL FD CDA LTDcl a | $19,000 | – | 1,650 | +100.0% | 0.01% | – |
| MBB | New | ISHARES TRmbs etf | $20,000 | – | 185 | +100.0% | 0.01% | – |
| EEP | New | ENBRIDGE ENERGY PARTNERS L | $19,000 | – | 500 | +100.0% | 0.01% | – |
| TD | New | TORONTO DOMINION BK ONT | $19,000 | – | 400 | +100.0% | 0.01% | – |
| NSH | New | NUSTAR GP HOLDINGS LLCunit restg llc | $20,000 | – | 600 | +100.0% | 0.01% | – |
| IDXX | New | IDEXX LABS INC | $20,000 | – | 140 | +100.0% | 0.01% | – |
| TGP | New | TEEKAY LNG PARTNERS L Pprtnrsp units | $16,000 | – | 375 | +100.0% | 0.01% | – |
| BDJ | New | BLACKROCK ENHANCED EQT DIV | $16,000 | – | 2,000 | +100.0% | 0.01% | – |
| CG | New | CARLYLE GROUP L P | $18,000 | – | 675 | +100.0% | 0.01% | – |
| CBU | New | COMMUNITY BK SYS INC | $17,000 | – | 448 | +100.0% | 0.01% | – |
| DHR | New | DANAHER CORP DEL | $16,000 | – | 190 | +100.0% | 0.01% | – |
| ENLK | New | ENLINK MIDSTREAM PARTNERS | $17,000 | – | 600 | +100.0% | 0.01% | – |
| FHY | New | FIRST TR STRATEGIC HIGH IN | $16,000 | – | 1,125 | +100.0% | 0.01% | – |
| LINEQ | New | LINN ENERGY LLCunit ltd liab | $17,000 | – | 1,769 | +100.0% | 0.01% | – |
| NGL | New | NGL ENERGY PARTNERS LP | $17,000 | – | 625 | +100.0% | 0.01% | – |
| PSX | New | PHILLIPS 66 | $18,000 | – | 255 | +100.0% | 0.01% | – |
| VIAB | New | VIACOM INC NEWcl b | $17,000 | – | 236 | +100.0% | 0.01% | – |
| WES | New | WESTERN GAS PARTNERS LP | $18,000 | – | 250 | +100.0% | 0.01% | – |
| TWO | New | TWO HBRS INVT CORP | $15,000 | – | 1,539 | +100.0% | 0.01% | – |
| MDLZ | New | MONDELEZ INTL INCcl a | $14,000 | – | 404 | +100.0% | 0.01% | – |
| PRU | New | PRUDENTIAL FINL INC | $14,000 | – | 175 | +100.0% | 0.01% | – |
| PCEF | New | POWERSHARES ETF TRUST II | $14,000 | – | 615 | +100.0% | 0.01% | – |
| WYNN | New | WYNN RESORTS LTD | $14,000 | – | 100 | +100.0% | 0.01% | – |
| EVG | New | EATON VANCE SH TM DR DIVR | $14,000 | – | 1,000 | +100.0% | 0.01% | – |
| PNNT | New | PENNANTPARK INVT CORP | $14,000 | – | 1,538 | +100.0% | 0.01% | – |
| BSV | New | VANGUARD BD INDEX FD INCshort trm bond | $14,000 | – | 186 | +100.0% | 0.01% | – |
| STON | New | STONEMOR PARTNERS L P | $14,000 | – | 550 | +100.0% | 0.01% | – |
| UTX | New | UNITED TECHNOLOGIES CORP | $15,000 | – | 137 | +100.0% | 0.01% | – |
| CSBK | New | CLIFTON BANCORP INC | $14,000 | – | 1,077 | +100.0% | 0.01% | – |
| SJNK | New | SPDR SER TRsht trm hgh yld | $14,000 | – | 490 | +100.0% | 0.01% | – |
| MFT | New | BLACKROCK MUNIYLD INVST QL | $13,000 | – | 1,000 | +100.0% | 0.01% | – |
| BP | New | BP PLCsponsored adr | $12,000 | – | 320 | +100.0% | 0.01% | – |
| NTAP | New | NETAPP INC | $12,000 | – | 290 | +100.0% | 0.01% | – |
| BXMX | New | NUVEEN S&P 500 BUY-WRITE I | $12,000 | – | 1,000 | +100.0% | 0.01% | – |
| NYCB | New | NEW YORK CMNTY BANCORP INC | $12,000 | – | 800 | +100.0% | 0.01% | – |
| PMM | New | PUTNAM MANAGED MUN INCOM T | $11,000 | – | 1,521 | +100.0% | 0.01% | – |
| KO | New | COCA COLA CO | $13,000 | – | 320 | +100.0% | 0.01% | – |
| LMCA | New | LIBERTY MEDIA CORP DELAWARcl a | $12,000 | – | 350 | +100.0% | 0.01% | – |
| KYE | New | KAYNE ANDERSON ENRGY TTL R | $13,000 | – | 500 | +100.0% | 0.01% | – |
| VXUS | New | VANGUARD STAR FDvg tl intl stk f | $11,000 | – | 230 | +100.0% | 0.01% | – |
| FE | New | FIRSTENERGY CORP | $12,000 | – | 333 | +100.0% | 0.01% | – |
| RBSPRSCL | New | ROYAL BK SCOTLAND GROUP PLsp adr pref s | $9,000 | – | 400 | +100.0% | 0.00% | – |
| EVEPQ | New | EV ENERGY PARTNERS LP | $9,000 | – | 512 | +100.0% | 0.00% | – |
| STRZA | New | STARZ | $10,000 | – | 350 | +100.0% | 0.00% | – |
| HSBCPRA | New | HSBC HLDGS PLCadr a 1/40pf a | $9,000 | – | 375 | +100.0% | 0.00% | – |
| SMLP | New | SUMMIT MIDSTREAM PARTNERS | $9,000 | – | 250 | +100.0% | 0.00% | – |
| GBX | New | GREENBRIER COS INC | $10,000 | – | 200 | +100.0% | 0.00% | – |
| TEF | New | TELEFONICA S Asponsored adr | $10,000 | – | 759 | +100.0% | 0.00% | – |
| EXG | New | EATON VANCE TAX MNGD GBL D | $9,000 | – | 983 | +100.0% | 0.00% | – |
| BIV | New | VANGUARD BD INDEX FD INCintermed term | $10,000 | – | 121 | +100.0% | 0.00% | – |
| TRMB | New | TRIMBLE NAVIGATION LTD | $9,000 | – | 370 | +100.0% | 0.00% | – |
| MPC | New | MARATHON PETE CORP | $9,000 | – | 100 | +100.0% | 0.00% | – |
| KRFT | New | KRAFT FOODS GROUP INC | $10,000 | – | 168 | +100.0% | 0.00% | – |
| DD | New | DU PONT E I DE NEMOURS & C | $7,000 | – | 100 | +100.0% | 0.00% | – |
| LBRDK | New | LIBERTY BROADBAND CORP | $8,000 | – | 175 | +100.0% | 0.00% | – |
| BME | New | BLACKROCK HEALTH SCIENCES | $8,000 | – | 200 | +100.0% | 0.00% | – |
| NUO | New | NUVEEN OHIO QUALITY INCOME | $8,000 | – | 559 | +100.0% | 0.00% | – |
| AMID | New | AMERICAN MIDSTREAM PARTNER | $7,000 | – | 400 | +100.0% | 0.00% | – |
| AMLP | New | ALPS ETF TRalerian mlp | $8,000 | – | 500 | +100.0% | 0.00% | – |
| NQI | New | NUVEEN QUALITY MUN FD INC | $7,000 | – | 600 | +100.0% | 0.00% | – |
| CDK | New | CDK GLOBAL INC | $7,000 | – | 189 | +100.0% | 0.00% | – |
| BCSPRACL | New | BARCLAYS BANK PLCsp adr 7.1%pf3 | $8,000 | – | 333 | +100.0% | 0.00% | – |
| BK | New | BANK NEW YORK MELLON CORP | $8,000 | – | 200 | +100.0% | 0.00% | – |
| SCCO | New | SOUTHERN COPPER CORP | $8,000 | – | 306 | +100.0% | 0.00% | – |
| ADT | New | THE ADT CORPORATION | $7,000 | – | 216 | +100.0% | 0.00% | – |
| ACG | New | ALLIANCEBERNSTEIN INCOME F | $7,000 | – | 1,016 | +100.0% | 0.00% | – |
| PML | New | PIMCO MUN INCOME FD II | $5,000 | – | 500 | +100.0% | 0.00% | – |
| OHI | New | OMEGA HEALTHCARE INVS INC | $5,000 | – | 150 | +100.0% | 0.00% | – |
| OAK | New | OAKTREE CAP GROUP LLCunit cl a | $5,000 | – | 100 | +100.0% | 0.00% | – |
| NXQ | New | NUVEEN SELECT TAX FREE INCsh ben int | $5,000 | – | 398 | +100.0% | 0.00% | – |
| NSLPQ | New | NEW SOURCE ENERGY PARTNERScm unt ltd prt | $6,000 | – | 917 | +100.0% | 0.00% | – |
| TROW | New | PRICE T ROWE GROUP INC | $4,000 | – | 50 | +100.0% | 0.00% | – |
| PCF | New | PUTMAN HIGH INCOME SEC FUN | $6,000 | – | 767 | +100.0% | 0.00% | – |
| MON | New | MONSANTO CO NEW | $5,000 | – | 49 | +100.0% | 0.00% | – |
| MRO | New | MARATHON OIL CORP | $5,000 | – | 200 | +100.0% | 0.00% | – |
| LTBR | New | LIGHTBRIDGE CORP | $5,000 | – | 3,318 | +100.0% | 0.00% | – |
| LBRDA | New | LIBERTY BROADBAND CORP | $4,000 | – | 87 | +100.0% | 0.00% | – |
| LRE | New | LRR ENERGY LP | $5,000 | – | 760 | +100.0% | 0.00% | – |
| B457PS | New | ISHARES TRhk sm cp etf | $5,000 | – | 200 | +100.0% | 0.00% | – |
| EWSS | New | ISHARES TRsingpre smcp etf | $5,000 | – | 200 | +100.0% | 0.00% | – |
| IWP | New | ISHARES TRrus md cp gr etf | $4,000 | – | 51 | +100.0% | 0.00% | – |
| IWS | New | ISHARES TRrus mdcp val etf | $4,000 | – | 59 | +100.0% | 0.00% | – |
| CRM | New | SALESFORCE COM INC | $4,000 | – | 80 | +100.0% | 0.00% | – |
| EZU | New | ISHARESemu etf | $6,000 | – | 185 | +100.0% | 0.00% | – |
| VTN | New | INVESCO TR INVT GRADE NY M | $4,000 | – | 300 | +100.0% | 0.00% | – |
| SJM | New | SMUCKER J M CO | $6,000 | – | 69 | +100.0% | 0.00% | – |
| SXEEQ | New | SOUTHCROSS ENERGY PARTNERS | $4,000 | – | 300 | +100.0% | 0.00% | – |
| S | New | SPRINT CORP | $4,000 | – | 497 | +100.0% | 0.00% | – |
| TTE | New | TOTAL S Asponsored adr | $5,000 | – | 100 | +100.0% | 0.00% | – |
| ERF | New | ENERPLUS CORP | $4,000 | – | 500 | +100.0% | 0.00% | – |
| ENB | New | ENBRIDGE INC | $5,000 | – | 100 | +100.0% | 0.00% | – |
| EC | New | ECOPETROL S Asponsored ads | $5,000 | – | 300 | +100.0% | 0.00% | – |
| CAKE | New | CHEESECAKE FACTORY INC | $4,000 | – | 93 | +100.0% | 0.00% | – |
| AFL | New | AFLAC INC | $6,000 | – | 100 | +100.0% | 0.00% | – |
| BPT | New | BP PRUDHOE BAY RTY TRunit ben int | $6,000 | – | 100 | +100.0% | 0.00% | – |
| WTR | New | AQUA AMERICA INC | $4,000 | – | 156 | +100.0% | 0.00% | – |
| AEP | New | AMERICAN ELEC PWR INC | $6,000 | – | 100 | +100.0% | 0.00% | – |
| MNKKQ | New | MALLINCKRODT PUB LTD CO | $5,000 | – | 54 | +100.0% | 0.00% | – |
| PNR | New | PENTAIR PLC | $6,000 | – | 103 | +100.0% | 0.00% | – |
| SINA | New | SINA CORPord | $4,000 | – | 115 | +100.0% | 0.00% | – |
| IAF | New | ABERDEEN AUSTRALIA EQTY FD | $6,000 | – | 1,000 | +100.0% | 0.00% | – |
| WSH | New | WILLIS GROUP HOLDINGS PUBL | $4,000 | – | 100 | +100.0% | 0.00% | – |
| NOK | New | NOKIA CORPsponsored adr | $2,000 | – | 265 | +100.0% | 0.00% | – |
| EMC | New | E M C CORP MASS | $3,000 | – | 112 | +100.0% | 0.00% | – |
| HYH | New | HALYARD HEALTH INC | $2,000 | – | 62 | +100.0% | 0.00% | – |
| CB | New | CHUBB CORP | $2,000 | – | 25 | +100.0% | 0.00% | – |
| 4305PS | New | ALCATEL-LUCENTsponsored adr | $3,000 | – | 976 | +100.0% | 0.00% | – |
| EWT | New | ISHARESmsci taiwan etf | $2,000 | – | 185 | +100.0% | 0.00% | – |
| BBEPQ | New | BREITBURN ENERGY PARTNERS | $3,000 | – | 519 | +100.0% | 0.00% | – |
| SHY | New | ISHARES TR1-3 yr tr bd etf | $2,000 | – | 35 | +100.0% | 0.00% | – |
| LNCOQ | New | LINNCO LLC | $3,000 | – | 300 | +100.0% | 0.00% | – |
| BDX | New | BECTON DICKINSON & CO | $3,000 | – | 25 | +100.0% | 0.00% | – |
| BBCN | New | BBCN BANCORP INC | $2,000 | – | 200 | +100.0% | 0.00% | – |
| NOV | New | NATIONAL OILWELL VARCO INC | $2,000 | – | 37 | +100.0% | 0.00% | – |
| SAN | New | BANCO SANTANDER SAadr | $3,000 | – | 328 | +100.0% | 0.00% | – |
| ASH | New | ASHLAND INC NEW | $2,000 | – | 18 | +100.0% | 0.00% | – |
| NAVG | New | NAVIGATORS GROUP INC | $3,000 | – | 50 | +100.0% | 0.00% | – |
| AMT | New | AMERICAN TOWER CORP NEW | $2,000 | – | 25 | +100.0% | 0.00% | – |
| PX | New | PRAXAIR INC | $3,000 | – | 25 | +100.0% | 0.00% | – |
| FB | New | FACEBOOK INCcl a | $2,000 | – | 37 | +100.0% | 0.00% | – |
| SBUX | New | STARBUCKS CORP | $3,000 | – | 37 | +100.0% | 0.00% | – |
| AAL | New | AMERICAN AIRLS GROUP INC | $3,000 | – | 72 | +100.0% | 0.00% | – |
| TOL | New | TOLL BROTHERS INC | $2,000 | – | 87 | +100.0% | 0.00% | – |
| TWC | New | TIME WARNER CABLE INC | $3,000 | – | 25 | +100.0% | 0.00% | – |
| FTR | New | FRONTIER COMMUNICATIONS CO | $2,000 | – | 419 | +100.0% | 0.00% | – |
| GEF | New | GREIF INCcl a | $2,000 | – | 50 | +100.0% | 0.00% | – |
| ECTE | New | ECHO THERAPEUTICS INC | $0 | – | 25 | +100.0% | 0.00% | – |
| DOW | New | DOW CHEM CO | $0 | – | 18 | +100.0% | 0.00% | – |
| DLX | New | DELUXE CORP | $0 | – | 8 | +100.0% | 0.00% | – |
| SIRI | New | SIRIUS XM HLDGS INC | $1,000 | – | 500 | +100.0% | 0.00% | – |
| IAC | New | IAC INTERACTIVECORP | $0 | – | 8 | +100.0% | 0.00% | – |
| GM | New | GENERAL MTRS CO | $1,000 | – | 36 | +100.0% | 0.00% | – |
| PEIX | New | PACIFIC ETHANOL INC | $0 | – | 1 | +100.0% | 0.00% | – |
| APA | New | APACHE CORP | $1,000 | – | 25 | +100.0% | 0.00% | – |
| PERY | New | ELLIS PERRY INTL INC | $0 | – | 19 | +100.0% | 0.00% | – |
| FAM | New | FIRST TR ABERDEEN GLBL OPP | $1,000 | – | 109 | +100.0% | 0.00% | – |
| AIG | New | AMERICAN INTL GROUP INC | $0 | – | 5 | +100.0% | 0.00% | – |
| VRTV | New | VERITIV CORP | $0 | – | 7 | +100.0% | 0.00% | – |
| ALB | New | ALBEMARLE CORP | $0 | – | 12 | +100.0% | 0.00% | – |
| BMS | New | BEMIS INC | $1,000 | – | 25 | +100.0% | 0.00% | – |
| VRNG | New | VRINGO INC | $0 | – | 1,000 | +100.0% | 0.00% | – |
| AIGWS | New | AMERICAN INTL GROUP INC*w exp 01/19/202 | $0 | – | 2 | +100.0% | 0.00% | – |
| JCPNQ | New | PENNEY J C INC | $0 | – | 21 | +100.0% | 0.00% | – |
| MSI | New | MOTOROLA SOLUTIONS INC | $1,000 | – | 28 | +100.0% | 0.00% | – |
| USG | New | U S G CORP | $0 | – | 2 | +100.0% | 0.00% | – |
| DNOW | New | NOW INC | $0 | – | 9 | +100.0% | 0.00% | – |
| NMA | New | NUVEEN MUN ADVANTAGE FD IN | $0 | – | 1 | +100.0% | 0.00% | – |
| QEP | New | QEP RES INC | $1,000 | – | 50 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-02-09
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 36 | Q3 2023 | 20.5% |
| SPDR SP 500 ETF TR | 36 | Q3 2023 | 14.4% |
| ISHARES TR | 36 | Q3 2023 | 8.8% |
| SPDR SER TR | 36 | Q3 2023 | 8.5% |
| VANGUARD MALVERN FDS | 36 | Q3 2023 | 7.9% |
| SPDR SP MIDCAP 400 ETF TR | 36 | Q3 2023 | 5.4% |
| ISHARES TR | 36 | Q3 2023 | 5.4% |
| ISHARES TR | 36 | Q3 2023 | 3.4% |
| APPLE INC | 36 | Q3 2023 | 3.8% |
| ISHARES US ETF TR | 36 | Q3 2023 | 3.9% |
View Klingman & Associates, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-01 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-10-28 |
| 13F-HR | 2022-07-27 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-01-31 |
View Klingman & Associates, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.