Tiedemann Wealth Management
Latest statistics and disclosures from Tiedemann Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are EFA, IJH, SPMD, ITOT, STIP, and represent 50.89% of Tiedemann Advisors's stock portfolio.
- Added to shares of these 10 stocks: EFA (+$70M), New Relic (+$35M), SPY (+$32M), XOM (+$25M), IJH (+$21M), BNL (+$8.2M), GS (+$7.8M), VTI (+$7.5M), TSLA, LLY.
- Started 32 new stock positions in PNC, VCSH, VUSB, DE, TXN, CFG, BP, SO, IEMG, RGTI.
- Reduced shares in these 10 stocks: STIP (-$81M), SMPL (-$66M), SUB (-$13M), VZ (-$6.6M), ITOT, AOM, VMBS, ESGE, UBER, FNDX.
- Sold out of its positions in ACEL, AXP, SWAN, DFUS, Flotek Industries, EWQ, SUB, IIIV, LPX, NUHY. SPIB, SCHD, SMPL, 2u, PLYA.
- Tiedemann Advisors was a net buyer of stock by $52M.
- Tiedemann Advisors has $2.3B in assets under management (AUM), dropping by -0.83%.
- Central Index Key (CIK): 0001483232
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Portfolio Holdings for Tiedemann Advisors
Tiedemann Advisors holds 272 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Msci Eafe Etf (EFA) | 15.0 | $351M | +24% | 5.1M | 68.92 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 11.1 | $259M | +8% | 1.0M | 250.48 |
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 10.8 | $252M | 5.7M | 43.79 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 7.6 | $178M | -2% | 1.9M | 94.63 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 6.3 | $147M | -35% | 1.5M | 96.92 |
|
| Exxon Mobil Corporation (XOM) | 5.0 | $117M | +26% | 997k | 117.58 |
|
| First Tr Exchange-traded No Amer Energy (EMLP) | 4.6 | $107M | 4.0M | 26.42 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 4.5 | $105M | +7% | 495k | 212.41 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.3 | $77M | +73% | 178k | 429.07 |
|
| Ishares Gold Tr Ishares New (IAU) | 1.9 | $45M | -2% | 1.3M | 34.99 |
|
| New Relic | 1.5 | $35M | NEW | 412k | 85.62 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $30M | -2% | 226k | 130.90 |
|
| Apple (AAPL) | 1.2 | $27M | 159k | 171.19 |
|
|
| Uber Technologies (UBER) | 1.2 | $27M | -6% | 587k | 45.99 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 1.0 | $24M | -2% | 328k | 72.50 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.0 | $23M | 59k | 394.19 |
|
|
| Prologis (PLD) | 1.0 | $23M | 203k | 112.21 |
|
|
| Chevron Corporation (CVX) | 0.9 | $21M | +4% | 123k | 168.62 |
|
| First Tr Exchange-traded Energy Inm Partn (EIPX) | 0.7 | $17M | +11% | 798k | 21.10 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $17M | 39k | 431.41 |
|
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.6 | $15M | +20% | 212k | 69.13 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $13M | +6% | 95k | 131.85 |
|
| Confluent Class A Com (CFLT) | 0.5 | $13M | 422k | 29.61 |
|
|
| Microsoft Corporation (MSFT) | 0.5 | $11M | 34k | 315.76 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.5 | $11M | 43k | 246.07 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.4 | $10M | +4% | 101k | 102.54 |
|
| Oracle Corporation (ORCL) | 0.4 | $10M | 96k | 105.92 |
|
|
| Nushares Etf Tr Nuveen Esg Midcp (NUMG) | 0.4 | $10M | -6% | 274k | 36.66 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.4 | $9.3M | 81k | 115.01 |
|
|
| Broadstone Net Lease (BNL) | 0.4 | $8.2M | NEW | 561k | 14.58 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.3 | $8.2M | 243k | 33.61 |
|
|
| Verizon Communications (VZ) | 0.3 | $8.1M | -44% | 251k | 32.41 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $8.1M | -3% | 106k | 76.38 |
|
| Tesla Motors (TSLA) | 0.3 | $8.1M | +95% | 32k | 250.22 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.3 | $8.0M | 87k | 92.37 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $7.9M | 33k | 235.91 |
|
|
| Goldman Sachs (GS) | 0.3 | $7.8M | NEW | 24k | 323.57 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.3 | $7.6M | -28% | 173k | 43.78 |
|
| Ishares Tr Modert Alloc Etf (AOM) | 0.3 | $7.5M | -28% | 194k | 38.93 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.3 | $7.2M | +7% | 76k | 94.31 |
|
| Amazon (AMZN) | 0.3 | $7.0M | +22% | 55k | 127.02 |
|
| Krispy Kreme (DNUT) | 0.3 | $6.5M | 521k | 12.47 |
|
|
| Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.3 | $6.2M | -23% | 111k | 55.97 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $5.9M | +2% | 17k | 350.30 |
|
| Heritage Commerce (HTBK) | 0.2 | $5.4M | 637k | 8.47 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $5.3M | 20k | 272.32 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $5.1M | 29k | 177.57 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $5.1M | +3% | 19k | 266.52 |
|
| Johnson & Johnson (JNJ) | 0.2 | $5.0M | +93% | 32k | 155.81 |
|
| Nuveen Muni Value Fund (NUV) | 0.2 | $4.8M | +10% | 583k | 8.29 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $4.8M | 31k | 152.81 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $4.6M | +34% | 31k | 145.02 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $4.4M | 32k | 137.93 |
|
|
| Cme (CME) | 0.2 | $3.9M | 20k | 200.22 |
|
|
| Abbvie (ABBV) | 0.2 | $3.8M | +37% | 26k | 149.63 |
|
| Privia Health Group (PRVA) | 0.2 | $3.7M | 163k | 23.00 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $3.7M | -7% | 21k | 171.45 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $3.7M | 28k | 132.22 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $3.5M | +14% | 22k | 159.93 |
|
| Snowflake Cl A (SNOW) | 0.1 | $3.4M | +3% | 22k | 152.77 |
|
| Meta Platforms Cl A (META) | 0.1 | $3.1M | +21% | 11k | 300.21 |
|
| Visa Com Cl A (V) | 0.1 | $3.0M | 13k | 230.34 |
|
|
| Ishares Tr Msci Lw Crb Tg (CRBN) | 0.1 | $3.0M | 20k | 150.25 |
|
|
| Pepsi (PEP) | 0.1 | $2.9M | -27% | 17k | 169.45 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $2.9M | +832% | 5.3k | 537.13 |
|
| Shockwave Med | 0.1 | $2.8M | 14k | 199.10 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $2.8M | +9% | 7.1k | 395.93 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $2.7M | 39k | 68.64 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $2.6M | 60k | 43.72 |
|
|
| Procept Biorobotics Corp (PRCT) | 0.1 | $2.4M | -14% | 73k | 32.81 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.1 | $2.2M | 202k | 10.86 |
|
|
| Flexshares Tr Mornstar Upstr (GUNR) | 0.1 | $2.1M | 52k | 40.44 |
|
|
| Automatic Data Processing (ADP) | 0.1 | $2.1M | 8.5k | 241.82 |
|
|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.1 | $2.0M | NEW | 41k | 49.18 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.1 | $1.9M | 74k | 25.91 |
|
|
| Penumbra (PEN) | 0.1 | $1.9M | 7.8k | 241.91 |
|
|
| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $1.9M | -54% | 61k | 30.28 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $1.8M | +8% | 28k | 64.35 |
|
| McDonald's Corporation (MCD) | 0.1 | $1.8M | 6.9k | 263.41 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $1.8M | 3.5k | 509.90 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $1.8M | 34k | 53.52 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $1.8M | 13k | 141.69 |
|
|
| Intercontinental Exchange (ICE) | 0.1 | $1.8M | 16k | 110.02 |
|
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.1 | $1.7M | -19% | 34k | 50.32 |
|
| Asana Cl A (ASAN) | 0.1 | $1.7M | 92k | 18.31 |
|
|
| Qualcomm (QCOM) | 0.1 | $1.7M | 15k | 111.06 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.6M | 7.9k | 208.24 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $1.6M | 18k | 93.18 |
|
|
| UnitedHealth (UNH) | 0.1 | $1.6M | +6% | 3.2k | 504.14 |
|
| Abbott Laboratories (ABT) | 0.1 | $1.6M | +56% | 17k | 96.85 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $1.6M | -13% | 41k | 39.21 |
|
| Starbucks Corporation (SBUX) | 0.1 | $1.6M | 18k | 91.27 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $1.6M | +50% | 3.00 | 531477.00 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $1.6M | 16k | 99.97 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $1.5M | -6% | 15k | 103.32 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $1.5M | 7.7k | 194.77 |
|
|
| salesforce (CRM) | 0.1 | $1.4M | -2% | 7.0k | 202.86 |
|
| Procter & Gamble Company (PG) | 0.1 | $1.3M | +79% | 9.2k | 145.86 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.3M | +38% | 7.0k | 189.08 |
|
| Pfizer (PFE) | 0.1 | $1.3M | +36% | 40k | 33.17 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $1.3M | 2.8k | 458.19 |
|
|
| Sba Communications Corp Cl A (SBAC) | 0.1 | $1.3M | 6.5k | 198.46 |
|
|
| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.1 | $1.3M | 14k | 91.72 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $1.3M | -3% | 25k | 50.60 |
|
| Coca-Cola Company (KO) | 0.1 | $1.3M | +21% | 22k | 56.44 |
|
| Walt Disney Company (DIS) | 0.1 | $1.2M | +32% | 15k | 81.05 |
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $1.2M | 3.0k | 415.80 |
|
|
| Broadcom (AVGO) | 0.1 | $1.2M | 1.4k | 831.93 |
|
|
| Palo Alto Networks (PANW) | 0.1 | $1.2M | 5.1k | 235.17 |
|
|
| Lowe's Companies (LOW) | 0.0 | $1.1M | +13% | 5.4k | 207.84 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $1.1M | +46% | 20k | 57.15 |
|
| SEI Investments Company (SEIC) | 0.0 | $1.1M | 19k | 60.23 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $1.1M | -9% | 3.1k | 358.75 |
|
| Enterprise Products Partners (EPD) | 0.0 | $1.1M | 40k | 27.40 |
|
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| Union Pacific Corporation (UNP) | 0.0 | $1.1M | +25% | 5.3k | 203.63 |
|
| Alti Global Cl A (ALTI) | 0.0 | $1.1M | -11% | 152k | 6.96 |
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| First Tr Mlp & Energy Income | 0.0 | $1.1M | 133k | 7.91 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $1.0M | +2% | 11k | 94.04 |
|
| Crown Castle Intl (CCI) | 0.0 | $1.0M | +2% | 11k | 92.08 |
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| BlackRock | 0.0 | $999k | +8% | 1.5k | 645.95 |
|
| Intel Corporation (INTC) | 0.0 | $994k | +8% | 28k | 35.55 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $976k | +2% | 9.0k | 108.09 |
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| American Tower Reit (AMT) | 0.0 | $964k | 5.9k | 162.72 |
|
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| Philip Morris International (PM) | 0.0 | $961k | +94% | 10k | 93.88 |
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| Ishares Tr Core Msci Total (IXUS) | 0.0 | $952k | 16k | 59.99 |
|
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $926k | 10k | 91.53 |
|
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $926k | -30% | 11k | 82.52 |
|
| Stem (STEM) | 0.0 | $924k | 218k | 4.24 |
|
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| Bank of America Corporation (BAC) | 0.0 | $919k | NEW | 34k | 27.38 |
|
| Amplitude Com Cl A (AMPL) | 0.0 | $872k | 75k | 11.57 |
|
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| ConocoPhillips (COP) | 0.0 | $834k | 6.9k | 120.39 |
|
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $828k | +31% | 8.7k | 95.18 |
|
| MiMedx (MDXG) | 0.0 | $827k | +987% | 113k | 7.29 |
|
| Ishares Tr Conser Alloc Etf (AOK) | 0.0 | $825k | 24k | 33.96 |
|
|
| Merck & Co (MRK) | 0.0 | $816k | +163% | 7.9k | 103.69 |
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| Ishares Tr Grwt Allocat Etf (AOR) | 0.0 | $813k | 17k | 49.41 |
|
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| Consolidated Edison (ED) | 0.0 | $791k | 9.3k | 85.53 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.0 | $787k | -9% | 17k | 45.30 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $785k | 14k | 54.71 |
|
|
| Diageo Spon Adr New (DEO) | 0.0 | $780k | +3% | 5.1k | 151.69 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $778k | 11k | 68.81 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $775k | +51% | 2.6k | 303.56 |
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| Citizens Financial (CFG) | 0.0 | $752k | NEW | 28k | 26.80 |
|
| Ishares Msci World Etf (URTH) | 0.0 | $740k | 6.2k | 120.17 |
|
|
| Willis Towers Watson SHS (WTW) | 0.0 | $679k | 3.2k | 209.80 |
|
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| Ralph Lauren Corp Cl A (RL) | 0.0 | $673k | NEW | 5.8k | 116.84 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $662k | 9.0k | 73.72 |
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| Arista Networks (ANET) | 0.0 | $653k | 3.5k | 184.43 |
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| Servicenow (NOW) | 0.0 | $636k | -13% | 1.1k | 558.96 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $633k | 17k | 37.95 |
|
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| Canadian Pacific Kansas City (CP) | 0.0 | $627k | 8.4k | 74.55 |
|
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| Simon Property (SPG) | 0.0 | $627k | 5.8k | 108.03 |
|
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| Costco Wholesale Corporation (COST) | 0.0 | $627k | 1.1k | 564.96 |
|
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $610k | 12k | 51.87 |
|
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| AutoZone (AZO) | 0.0 | $602k | 237.00 | 2539.99 |
|
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| CVS Caremark Corporation (CVS) | 0.0 | $597k | +17% | 8.5k | 69.97 |
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| Honeywell International (HON) | 0.0 | $585k | +3% | 3.2k | 184.74 |
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| Columbia Banking System (COLB) | 0.0 | $583k | 29k | 20.30 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $581k | +20% | 7.7k | 75.22 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $573k | -22% | 1.5k | 382.38 |
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| Ishares Msci Switzerland (EWL) | 0.0 | $561k | 13k | 43.57 |
|
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| Cisco Systems (CSCO) | 0.0 | $547k | +12% | 10k | 53.76 |
|
| Emerson Electric (EMR) | 0.0 | $534k | -20% | 5.5k | 96.95 |
|
| Amgen (AMGN) | 0.0 | $515k | +73% | 1.9k | 268.83 |
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| Cogent Communications Hldgs Com New (CCOI) | 0.0 | $514k | 8.3k | 61.90 |
|
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $509k | 6.3k | 80.97 |
|
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $499k | 5.3k | 94.79 |
|
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $498k | NEW | 6.6k | 75.15 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $491k | 4.7k | 105.01 |
|
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| J P Morgan Exchange Traded F Betabuilders Eur (BBEU) | 0.0 | $487k | +154% | 9.6k | 50.83 |
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| Southern Company (SO) | 0.0 | $487k | NEW | 7.5k | 64.72 |
|
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.0 | $485k | 5.5k | 88.25 |
|
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| Coinbase Global Com Cl A (COIN) | 0.0 | $467k | +6% | 6.2k | 75.08 |
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| NVIDIA Corporation (NVDA) | 0.0 | $455k | +4% | 1.0k | 435.10 |
|
| Global X Fds Msci Norway Etf (NORW) | 0.0 | $448k | 18k | 24.57 |
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| Spdr Ser Tr Bloomberg High Y (JNK) | 0.0 | $441k | 4.9k | 90.40 |
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| Globe Life (GL) | 0.0 | $440k | 4.1k | 108.73 |
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| Ishares Msci Brazil Etf (EWZ) | 0.0 | $439k | 14k | 30.67 |
|
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| Raytheon Technologies Corp (RTX) | 0.0 | $428k | +14% | 5.9k | 71.96 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $428k | +9% | 8.5k | 50.44 |
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| Shell Spon Ads (SHEL) | 0.0 | $421k | +16% | 6.5k | 64.38 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $420k | 8.6k | 48.93 |
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| Dupont De Nemours (DD) | 0.0 | $416k | +64% | 5.6k | 74.59 |
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| Vanguard World Fds Comm Srvc Etf (VOX) | 0.0 | $415k | 3.9k | 105.54 |
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| Doubleline Income Solutions (DSL) | 0.0 | $414k | 35k | 11.72 |
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| Home Depot (HD) | 0.0 | $404k | +11% | 1.3k | 302.22 |
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| Danaher Corporation (DHR) | 0.0 | $401k | +6% | 1.6k | 248.07 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $392k | +95% | 4.3k | 90.94 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $392k | +28% | 19k | 20.34 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $390k | 8.1k | 47.83 |
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| Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $385k | 4.7k | 81.73 |
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| Ishares Tr Core Msci Pac (IPAC) | 0.0 | $383k | 6.9k | 55.60 |
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| Main Street Capital Corporation (MAIN) | 0.0 | $380k | 9.4k | 40.63 |
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| Golub Capital BDC (GBDC) | 0.0 | $377k | 26k | 14.67 |
|
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $376k | NEW | 4.1k | 91.58 |
|
| Ishares Tr New Zealand Etf (ENZL) | 0.0 | $368k | 8.3k | 44.29 |
|
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $367k | 2.4k | 156.17 |
|
|
| TJX Companies (TJX) | 0.0 | $367k | NEW | 4.1k | 88.88 |
|
| Target Corporation (TGT) | 0.0 | $358k | +5% | 3.2k | 110.56 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $356k | 4.1k | 86.74 |
|
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| Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 0.0 | $355k | -8% | 7.3k | 48.49 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $355k | NEW | 5.1k | 69.83 |
|
| Allstate Corporation (ALL) | 0.0 | $350k | 3.1k | 112.30 |
|
|
| Phillips 66 (PSX) | 0.0 | $349k | +6% | 2.9k | 120.14 |
|
| Edwards Lifesciences (EW) | 0.0 | $349k | 5.0k | 69.28 |
|
|
| 3M Company (MMM) | 0.0 | $346k | -3% | 3.7k | 93.63 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $339k | 5.0k | 67.42 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $335k | 661.00 | 506.52 |
|
|
| Talos Energy (TALO) | 0.0 | $329k | 20k | 16.44 |
|
|
| BP Sponsored Adr (BP) | 0.0 | $324k | NEW | 8.4k | 38.72 |
|
| Jd.com Spon Adr Cl A (JD) | 0.0 | $322k | 11k | 29.13 |
|
|
| AtriCure (ATRC) | 0.0 | $318k | 7.3k | 43.80 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $313k | 380.00 | 822.96 |
|
|
| Corteva (CTVA) | 0.0 | $312k | NEW | 6.1k | 51.16 |
|
| Dow (DOW) | 0.0 | $311k | +47% | 6.0k | 51.56 |
|
| Caterpillar (CAT) | 0.0 | $309k | 1.1k | 273.00 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $307k | NEW | 6.4k | 47.59 |
|
| L3harris Technologies (LHX) | 0.0 | $302k | 1.8k | 172.49 |
|
|
| Encompass Health Corp (EHC) | 0.0 | $300k | NEW | 4.5k | 67.31 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $300k | +3% | 8.8k | 34.02 |
|
| Yum! Brands (YUM) | 0.0 | $296k | 2.4k | 124.95 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $296k | NEW | 6.7k | 44.34 |
|
| Spdr Ser Tr S&p Biotech (XBI) | 0.0 | $295k | 4.0k | 73.02 |
|
|
| Kraneshares Tr Quadrtc Int Rt (IVOL) | 0.0 | $293k | 14k | 20.56 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $290k | -8% | 1.3k | 220.97 |
|
| Toyota Motor Corp Ads (TM) | 0.0 | $289k | NEW | 1.6k | 179.75 |
|
| Affirm Hldgs Com Cl A (AFRM) | 0.0 | $286k | 14k | 21.27 |
|
|
| Tempur-Pedic International (TPX) | 0.0 | $280k | 6.5k | 43.34 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $269k | 3.5k | 76.75 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $267k | 794.00 | 335.78 |
|
|
| Altria (MO) | 0.0 | $264k | NEW | 6.1k | 43.03 |
|
| PPG Industries (PPG) | 0.0 | $261k | 2.0k | 129.77 |
|
|
| Ishares Tr Msci Usa Value (VLUE) | 0.0 | $257k | -3% | 2.8k | 91.40 |
|
| Ishares Msci Jpn Etf New (EWJ) | 0.0 | $251k | NEW | 4.2k | 60.29 |
|
| Cummins (CMI) | 0.0 | $247k | 1.1k | 228.37 |
|
|
| Sealed Air (SEE) | 0.0 | $246k | NEW | 7.5k | 32.86 |
|
| International Business Machines (IBM) | 0.0 | $245k | 1.7k | 140.30 |
|
|
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $242k | 550.00 | 439.72 |
|
|
| Airbnb Com Cl A (ABNB) | 0.0 | $241k | NEW | 1.8k | 137.21 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $241k | 1.7k | 143.85 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $240k | -13% | 4.3k | 55.20 |
|
| Kkr Income Opportunities (KIO) | 0.0 | $239k | 20k | 11.96 |
|
|
| Deere & Company (DE) | 0.0 | $239k | NEW | 631.00 | 378.73 |
|
| United Parcel Service CL B (UPS) | 0.0 | $238k | NEW | 1.5k | 155.81 |
|
| Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) | 0.0 | $238k | 5.5k | 43.53 |
|
|
| Nike CL B (NKE) | 0.0 | $236k | 2.5k | 95.93 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $235k | NEW | 1.5k | 159.01 |
|
| J P Morgan Exchange Traded F Betabuilders Cda (BBCA) | 0.0 | $233k | NEW | 4.0k | 58.15 |
|
| Unilever Spon Adr New (UL) | 0.0 | $232k | NEW | 4.7k | 49.40 |
|
| Copart (CPRT) | 0.0 | $231k | +100% | 5.4k | 43.09 |
|
| FedEx Corporation (FDX) | 0.0 | $229k | -8% | 862.00 | 266.18 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $227k | 3.9k | 58.04 |
|
|
| Unum (UNM) | 0.0 | $225k | 4.6k | 49.19 |
|
|
| Coupang Cl A (CPNG) | 0.0 | $225k | 13k | 17.00 |
|
|
| Stryker Corporation (SYK) | 0.0 | $218k | 796.00 | 273.88 |
|
|
| Madrigal Pharmaceuticals (MDGL) | 0.0 | $218k | 1.5k | 146.04 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $215k | 3.1k | 69.58 |
|
|
| Capital One Financial (COF) | 0.0 | $214k | NEW | 2.2k | 97.05 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $213k | 3.7k | 57.60 |
|
|
| Nvent Electric SHS (NVT) | 0.0 | $204k | NEW | 3.9k | 52.99 |
|
| PNC Financial Services (PNC) | 0.0 | $201k | NEW | 1.6k | 122.74 |
|
| Fiscalnote Holdings Com Cl A (NOTE) | 0.0 | $198k | +37% | 95k | 2.08 |
|
| Chicago Atlantic Real Estate Fin (REFI) | 0.0 | $191k | +3% | 13k | 15.19 |
|
| Stitch Fix Com Cl A (SFIX) | 0.0 | $178k | 52k | 3.45 |
|
|
| Flotek Inds Inc Del Com New (FTK) | 0.0 | $114k | NEW | 26k | 4.43 |
|
| Enhabit Ord (EHAB) | 0.0 | $114k | 10k | 11.25 |
|
|
| Eaton Vance Sr Income Tr Sh Ben Int (EVF) | 0.0 | $109k | 19k | 5.90 |
|
|
| Relmada Therapeutics (RLMD) | 0.0 | $95k | 32k | 3.00 |
|
|
| Despegar Com Corp Ord Shs (DESP) | 0.0 | $86k | 12k | 7.25 |
|
|
| Lilium N V Class A Ord Shs (LILMF) | 0.0 | $36k | 50k | 0.71 |
|
|
| Rigetti Computing Common Stock (RGTI) | 0.0 | $29k | NEW | 22k | 1.33 |
|
| Vintage Wine Estates (VWESQ) | 0.0 | $5.7k | 10k | 0.57 |
|
Past Filings by Tiedemann Advisors
SEC 13F filings are viewable for Tiedemann Advisors going back to 2011
- Tiedemann Advisors 2023 Q3 filed Nov. 14, 2023
- Tiedemann Advisors 2023 Q2 filed July 20, 2023
- Tiedemann Advisors 2023 Q1 filed April 27, 2023
- Tiedemann Advisors 2022 Q4 filed Feb. 8, 2023
- Tiedemann Advisors 2022 Q3 filed Oct. 28, 2022
- Tiedemann Advisors 2022 Q2 filed Aug. 3, 2022
- Tiedemann Advisors 2022 Q1 filed April 27, 2022
- Tiedemann Advisors 2021 Q4 filed Feb. 9, 2022
- Tiedemann Advisors 2021 Q3 filed Nov. 12, 2021
- Tiedemann Advisors 2021 Q2 filed Aug. 12, 2021
- Tiedemann Advisors 2021 Q1 filed May 13, 2021
- Tiedemann Advisors 2020 Q4 filed Feb. 16, 2021
- Tiedemann Advisors 2020 Q3 filed Nov. 12, 2020
- Tiedemann Advisors 2020 Q2 restated filed Nov. 12, 2020
- Tiedemann Advisors 2020 Q2 filed Aug. 5, 2020
- Tiedemann Advisors 2020 Q1 filed May 7, 2020