Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KLINGMAN & ASSOCIATES LLC | 05-01-2024 | 03-31-2024 | 238 | 1,441,342,968 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EXXON MOBIL CORP | COM | 51 | $2,980,859 | 25,644 | 0.00 | 0.00 | 241 | 0.95 | 03-31-2024 |
| BROWN & BROWN INC | COM | 52 | $2,935,654 | 33,535 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 53 | $2,733,124 | 16,137 | 0.00 | 0.00 | 86 | 0.54 | 03-31-2024 |
| ISHARES TR | MSCI EAFE ETF | 54 | $2,636,758 | 33,017 | 0.00 | 0.00 | -300 | -0.90 | 03-31-2024 |
