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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Klingman & Associates, LLC

Quarter ended Q4 2024 · Filed January 31, 2025 · Accession 0001172661-25-000455

Total Value
$1.63B
Positions
256
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (256)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200522,942$307.8M18.93%
2ISHARES TR4642875071,382,218$86.1M5.30%
3SPDR S&P 500 ETF TRSPY119,813$70.2M4.32%
4VANGUARD MALVERN FDS9220208051,306,764$63.3M3.89%
5APPLE INCAAPL251,534$63.0M3.87%
6ISHARES TR464287804537,324$61.9M3.81%
7SPDR SER TR78464A409674,165$59.3M3.64%
8SPDR SER TR78464A5081,098,135$56.2M3.45%
9ISHARES TR46432F842656,176$46.1M2.84%
10VANGUARD TAX-MANAGED FDS921943858882,466$42.2M2.59%
11VANGUARD INTL EQUITY INDEX F922042858776,385$34.2M2.10%
12ISHARES TR46429B697378,386$33.6M2.07%
13ISHARES TR46436E2051,281,609$29.2M1.80%
14INVESCO EXCHANGE TRADED FD TIVZ691,816$27.9M1.72%
15SPDR SER TR78464A839343,576$27.6M1.69%
16ISHARES TR46435U5151,087,184$27.1M1.66%
17SPDR SER TR78464A763204,025$27.0M1.66%
18INVESCO EXCH TRADED FD TR IIIVZ267,384$26.2M1.61%
19SPDR SER TR78464A821299,996$26.1M1.60%
20ISHARES TR46436E7261,169,191$25.0M1.54%
21ISHARES TR46435UAA91,005,322$24.1M1.48%
22SPDR S&P MIDCAP 400 ETF TRMDY42,281$24.1M1.48%
23DATADOG INCDDOG160,509$22.9M1.41%
24SPDR SER TR78464A300254,949$22.2M1.37%
25ISHARES TR46436E4861,024,300$20.8M1.28%
26ISHARES TR46435GAA0859,368$20.7M1.27%
27CITIZENS FINL GROUP INCCIA409,624$17.9M1.10%
28SPDR SER TR78464A201172,848$15.6M0.96%
29VANGUARD INDEX FDS92290876946,712$13.5M0.83%
30ISHARES INC46434G103242,456$12.7M0.78%
31MICROSOFT CORPMSFT28,875$12.2M0.75%
32ISHARES TR464288323220,328$11.7M0.72%
33ISHARES TR464288273171,363$10.4M0.64%
34AMAZON COM INCAMZN45,094$9.9M0.61%
35PJT PARTNERS INCPJT46,852$7.4M0.45%
36FLEXSHARES TRFLEX306,010$7.2M0.44%
37ISHARES TR46428762222,053$7.1M0.44%
38ISHARES TR46428765532,130$7.1M0.44%
39JONES LANG LASALLE INCJLL25,328$6.4M0.39%
40ALPHABET INCGOOG26,741$5.1M0.31%
41NVIDIA CORPORATIONNVDA37,329$5.0M0.31%
42VANGUARD INDEX FDS9229083638,947$4.8M0.30%
43VANGUARD INDEX FDS92290855352,828$4.7M0.29%
44JPMORGAN CHASE & CO.VYLD18,099$4.3M0.27%
45ISHARES TR46428716832,672$4.3M0.26%
46BERKSHIRE HATHAWAY INC DELBRK-A9,375$4.2M0.26%
47INVESCO EXCH TRADED FD TR IIIVZ57,181$4.0M0.25%
48EXXON MOBIL CORPXOM35,889$3.9M0.24%
49MASTERCARD INCORPORATEDMA7,236$3.8M0.23%
50ALPHABET INCGOOG19,145$3.6M0.22%
51DIMENSIONAL ETF TRUST25434V60962,218$3.5M0.21%
52CROCS INCCROX30,115$3.3M0.20%
53HOME DEPOT INCHD7,749$3.0M0.19%
54APPLIED MATLS INC03822210517,997$2.9M0.18%
55ISHARES TR46428752313,295$2.9M0.18%
56COSTCO WHSL CORP NEW22160K1053,087$2.8M0.17%
57META PLATFORMS INCMETA4,618$2.7M0.17%
58VANGUARD INDEX FDS92290875110,979$2.6M0.16%
59J P MORGAN EXCHANGE TRADED F46641Q83751,778$2.6M0.16%
60ISHARES TR46428746534,168$2.6M0.16%
61INVESCO EXCHANGE TRADED FD TIVZ14,678$2.6M0.16%
62VISA INCV7,608$2.4M0.15%
63ISHARES TR46429B66320,805$2.3M0.14%
64VANGUARD INTL EQUITY INDEX F92204277540,137$2.3M0.14%
65BLACKSTONE INCBX13,097$2.3M0.14%
66ISHARES U S ETF TR46431W50743,163$2.2M0.13%
67JOHNSON & JOHNSONJNJ14,979$2.2M0.13%
68ISHARES TR46428763012,942$2.1M0.13%
69TESLA INCTSLA5,210$2.1M0.13%
70AUTOMATIC DATA PROCESSING INADP7,118$2.1M0.13%
71PIMCO ETF TR72201R83320,500$2.1M0.13%
72ORACLE CORPORCL-PD11,973$2.0M0.12%
73ABBVIE INCABBV11,207$2.0M0.12%
74BROADCOM INCAVGO8,470$2.0M0.12%
75TJX COS INC NEW87254010916,220$2.0M0.12%
76ISHARES TR4642871016,715$1.9M0.12%
77ISHARES TR46432F83428,235$1.9M0.11%
78ISHARES TR46428715013,844$1.8M0.11%
79ISHARES TR46429B68924,903$1.8M0.11%
80PROCTER AND GAMBLE CO74271810910,268$1.7M0.11%
81RAYMOND JAMES FINL INC75473010910,490$1.6M0.10%
82VANGUARD ADMIRAL FDS INC92193288514,886$1.6M0.10%
83INVESCO EXCH TRADED FD TR IIIVZ12,954$1.5M0.09%
84INVESCO QQQ TRIVZ2,814$1.4M0.09%
85GE AEROSPACE3696043018,318$1.4M0.09%
86ELI LILLY & COLLY1,725$1.3M0.08%
87DIMENSIONAL ETF TRUST25434V85632,841$1.3M0.08%
88INVESCO EXCH TRADED FD TR IIIVZ28,569$1.3M0.08%
89VANGUARD SPECIALIZED FUNDS9219088446,583$1.3M0.08%
90MCDONALDS CORPMCD4,227$1.2M0.08%
91NEXTERA ENERGY INCNEE-PW16,964$1.2M0.07%
92VANGUARD WHITEHALL FDS9219464069,272$1.2M0.07%
93VANGUARD ADMIRAL FDS INC92193282810,934$1.2M0.07%
94UNITED BANKSHARES INC WEST VUNTCW30,596$1.1M0.07%
95ABBOTT LABSABLZF10,101$1.1M0.07%
96THERMO FISHER SCIENTIFIC INCTMO2,187$1.1M0.07%
97ISHARES TR46428749912,497$1.1M0.07%
98VANGUARD INDEX FDS9229087362,667$1.1M0.07%
99COUPANG INCCPNG47,712$1.0M0.06%
100NETFLIX INCNFLX1,153$1.0M0.06%
101J P MORGAN EXCHANGE TRADED F46641Q65420,201$1.0M0.06%
102STRYKER CORPORATIONSYK2,790$1.0M0.06%
103INTERNATIONAL BUSINESS MACHSINTR4,540$998,0290.06%
104ROSS STORES INCROST6,327$957,0860.06%
105SALESFORCE INCCRM2,855$954,5130.06%
106UNITEDHEALTH GROUP INCUNH1,880$951,0170.06%
107MERCK & CO INCMRK9,555$950,5320.06%
108SCHWAB STRATEGIC TR80852480551,249$948,1070.06%
109ARES MANAGEMENT CORPORATIONARES-PB5,086$900,3750.06%
110OREILLY AUTOMOTIVE INC67103H107751$890,5360.05%
111ISHARES TR4642876142,167$870,2240.05%
112ISHARES TR46428723420,172$843,5940.05%
113LOCKHEED MARTIN CORPLMT1,729$840,1910.05%
114WALMART INCWMT9,159$827,5160.05%
115ACCENTURE PLC IRELANDACN2,273$799,6190.05%
116AMERICAN CENTY ETF TR0250728778,186$790,2430.05%
117VANGUARD INDEX FDS9229087444,459$754,9090.05%
118INVESCO EXCH TRADED FD TR IIIVZ23,721$750,0590.05%
119DIMENSIONAL ETF TRUST25434V40111,724$747,4050.05%
120SPDR INDEX SHS FDS78463X50918,706$717,7500.04%
121VANGUARD INDEX FDS9229086113,476$688,9050.04%
122GE VERNOVA INCGEV2,094$688,7800.04%
123DISNEY WALT CO2546871066,168$686,8070.04%
124BERKSHIRE HATHAWAY INC DELBRK-A1$680,9200.04%
125BOOKING HOLDINGS INCBKNG130$645,8950.04%
126CHEVRON CORP NEWCVX4,453$644,9730.04%
127ECOLAB INCECL2,737$641,3340.04%
128HONEYWELL INTL INC4385161062,838$641,0760.04%
129INVESCO EXCH TRADED FD TR IIIVZ26,074$630,7310.04%
130SCHWAB STRATEGIC TR80852420126,889$623,2880.04%
131DEERE & CODE1,441$610,5520.04%
132ISHARES TR4642874083,128$597,0730.04%
133COCA COLA COKO9,510$592,0930.04%
134WISDOMTREE TRWT7,306$591,2750.04%
135ISHARES TR4642873095,782$587,0470.04%
136COMPASS INCCOMP100,000$585,0000.04%
137HERSHEY COHSY3,453$584,7660.04%
138SELECT SECTOR SPDR TR81369Y8032,505$582,4630.04%
139ISHARES TR46435U28322,794$573,0340.04%
140BLACKROCK FLOATING RATE INCOBLK41,342$568,4480.03%
141ISHARES TR46435U32522,269$560,7440.03%
142VANGUARD INTL EQUITY INDEX F9220427184,733$541,8340.03%
143VANGUARD SCOTTSDALE FDS92206C1029,273$539,5040.03%
144ADOBE INCADBE1,206$536,2850.03%
145ISHARES TR46436E16321,277$531,5000.03%
146VANGUARD STAR FDS9219097688,951$527,4830.03%
147PEPSICO INCPEP3,358$510,6180.03%
148GOLUB CAP BDC INC38173M10233,538$508,4370.03%
149SCHWAB STRATEGIC TR80852430018,125$505,1430.03%
150BLACKROCK INCBLK491$503,3300.03%
151TRUIST FINL CORP89832Q10911,508$499,2180.03%
152TEXAS INSTRS INC8825081042,633$493,7140.03%
153ISHARES TR4642875982,647$490,0400.03%
154BANK AMERICA CORP06050510410,936$480,6380.03%
155CISCO SYS INCCSCO7,987$472,8450.03%
156UNITED RENTALS INCURI669$471,2710.03%
157RTX CORPORATIONRTX4,060$469,8240.03%
158VANGUARD INDEX FDS9229086371,737$468,4690.03%
159ISHARES TR4642898596,079$465,7130.03%
160DANAHER CORPORATION2358511022,000$459,1000.03%
161GOLDMAN SACHS GROUP INCGSCE801$458,8330.03%
162BROWN & BROWN INCBRO4,412$450,1130.03%
163SPDR GOLD TRGLD1,843$446,2460.03%
164BLACKSTONE SECD LENDING FDBX13,700$442,6470.03%
165F5 INCFFIV1,754$441,0790.03%
166ISHARES TR46428868714,013$440,5690.03%
167ISHARES TR46435G3266,749$435,1090.03%
168ISHARES TR46435U25916,913$430,6070.03%
169LOWES COS INC5486611071,710$422,0280.03%
170SERVICENOW INCNOW397$420,8680.03%
171WILLIAMS SONOMA INCWSM2,244$415,5440.03%
172FRANKLIN BSP RLTY TR INC35243J10132,659$409,5420.03%
173INTUITIVE SURGICAL INCISRG780$407,1290.03%
174L3HARRIS TECHNOLOGIES INCLHX1,933$406,4720.02%
175GE HEALTHCARE TECHNOLOGIES IGEHC5,188$405,5980.02%
176PHILIP MORRIS INTL INC7181721093,315$399,0160.02%
177JACOBS SOLUTIONS INCJ2,983$398,5890.02%
178SCHWAB STRATEGIC TR80852410217,400$394,9800.02%
179PROLOGIS INC.PLDGP3,735$394,7900.02%
180WISDOMTREE TRWT11,935$393,4580.02%
181PPG INDS INC6935061073,273$390,9600.02%
182ISHARES GOLD TRIAU7,866$389,4460.02%
183LINDE PLCLIN928$388,5260.02%
184ISHARES TR46432F3392,114$376,4620.02%
185VANGUARD INDEX FDS9229085122,317$374,8220.02%
186MORGAN STANLEYMS-PQ2,914$366,3490.02%
187UNION PAC CORPUNP1,593$363,2680.02%
188WISDOMTREE TRWT8,857$358,6200.02%
189VANGUARD INDEX FDS9229085381,380$350,1750.02%
190HILTON WORLDWIDE HLDGS INCHLT1,400$346,0240.02%
191DIMENSIONAL ETF TRUST25434V8079,721$344,9020.02%
192VANGUARD INDEX FDS9229086291,264$333,8610.02%
193INTEL CORPINTC16,552$331,8680.02%
194ISHARES TR4642888022,694$327,5640.02%
195GENERAL MLS INC3703341045,104$325,4830.02%
196PROGRESSIVE CORP7433151031,358$325,3910.02%
197PALO ALTO NETWORKS INCPANW1,752$318,7940.02%
198SOUTHERN COSOMN3,839$316,0270.02%
199CORNING INCGLW6,637$315,3910.02%
200STARBUCKS CORPSBUX3,441$313,9920.02%
201COLGATE PALMOLIVE COCL3,419$310,8220.02%
202PRUDENTIAL FINL INCPUKPF2,622$310,7860.02%
203AMGEN INCAMGN1,186$309,1200.02%
204QUALCOMM INCQCOM1,994$306,3190.02%
205EQUITY RESIDENTIALEQR4,256$305,4110.02%
206SCHWAB CHARLES CORPSCHW-PJ4,083$302,1830.02%
207DUPONT DE NEMOURS INCDD3,955$301,5690.02%
208ALLIANT ENERGY CORPLNT5,054$298,8940.02%
209SCHWAB STRATEGIC TR80852440911,442$298,2930.02%
210CREDIT ACCEP CORP MICH225310101633$297,1690.02%
211VANGUARD INDEX FDS9229085951,028$287,9020.02%
212ISHARES TR46429B5985,215$274,5180.02%
213CITIGROUP INCC-PR3,879$273,0430.02%
214PROSHARES TR74347R2062,516$272,3320.02%
215GLOBAL X FDS37954Y23616,414$271,6520.02%
216GREENBRIER COS INC3936571014,400$268,3560.02%
217VERIZON COMMUNICATIONS INCVZ6,686$267,3740.02%
218PARKER-HANNIFIN CORPPH419$266,4970.02%
219NOVARTIS AGNVSEF2,708$263,5160.02%
220COMCAST CORP NEWCCZ6,924$259,8750.02%
221AT&T INCT-PC11,409$259,7810.02%
222ISHARES TR464287648902$259,6140.02%
223SCHWAB STRATEGIC TR8085247979,384$256,3710.02%
224CATERPILLAR INCCAT703$255,0210.02%
225CARMAX INCKMX3,110$254,2740.02%
226FORD MTR CO34537086025,366$251,1240.02%
227NOVO-NORDISK A SNONOF2,905$249,8890.02%
228IDEXX LABS INC45168D104597$246,8240.02%
229CAMDEN PPTY TR1331311022,123$246,3530.02%
230ISHARES INC4642865252,231$243,6100.01%
231ISHARES TR4642876632,607$241,3830.01%
232CONSOLIDATED EDISON INCED2,681$239,2260.01%
233CSX CORPCSX7,377$238,0560.01%
234CORTEVA INCCTVA4,173$237,6950.01%
235T-MOBILE US INCTMUSZ1,071$236,4020.01%
236ISHARES TR46435G4251,826$235,2260.01%
237VANGUARD WORLD FD92204A702372$231,3100.01%
238GLOBAL X FDS37954Y8718,605$230,4420.01%
239BROADSTONE NET LEASE INCBNL14,288$226,6080.01%
240AIR PRODS & CHEMS INCAIIR774$224,4910.01%
241ISHARES TR4642871762,096$223,3290.01%
242ZOETIS INCZTS1,363$222,0740.01%
243MONDELEZ INTL INC6092071053,716$221,9570.01%
244PAYPAL HLDGS INCPYPL2,536$216,4480.01%
245SHELL PLCRYDAF3,421$214,3260.01%
246SYSCO CORPSYY2,779$212,4830.01%
247DOW INCDOW5,216$209,3190.01%
248REGENERON PHARMACEUTICALSREGN291$207,2890.01%
249VANGUARD INDEX FDS9229086521,089$206,8890.01%
250ISHARES TR4642876062,239$203,5930.01%
251AMERICAN EXPRESS COAXP683$202,7080.01%
252SMUCKER J M CO8326964051,825$200,9690.01%
253BRILLIANT EARTH GROUP INCBRLT91,822$192,8270.01%
254WESTERN ASSET EMERGING MKTS95766A10110,581$101,7900.01%
255PHATHOM PHARMACEUTICALS INCPHAT10,517$85,3990.01%
256DARIOHEALTH CORPDRIO17,850$14,0320.00%