Tiedemann Wealth Management
Latest statistics and disclosures from Tiedemann Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPMD, IJH, ITOT, STIP, EMLP, and represent 48.52% of Tiedemann Advisors's stock portfolio.
- Added to shares of these 10 stocks: STIP (+$155M), VOO (+$96M), IJK (+$47M), EMLP (+$7.7M), IQLT (+$7.7M), NUMG (+$6.2M), DNUT (+$5.4M), MUB, VTI, SHY.
- Started 22 new stock positions in JNK, PXF, AOR, EHAB, GBDC, AOK, AFL, SLV, EMB, EAGG. IWR, USFR, SHEL, SPIB, COST, MDGL, First Tr Exchange-traded, DNUT, CAT, IXUS, IEMG, GD.
- Reduced shares in these 10 stocks: VMBS (-$12M), IAU (-$8.4M), AOM, VOT, IWV, IEI, GOOG, ITOT, SPMD, VNQ.
- Sold out of its positions in SWAN, Avalara, CARR, CMCSA, DLY, ICF, LBRDK, LSXMK, RBLX, ROK. SHM, WBD, NU.
- Tiedemann Advisors was a net buyer of stock by $310M.
- Tiedemann Advisors has $2.1B in assets under management (AUM), dropping by 26.57%.
- Central Index Key (CIK): 0001483232
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Portfolio Holdings for Tiedemann Advisors
Tiedemann Advisors holds 241 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 13.8 | $289M | 6.8M | 42.50 | ||
| Ishares Tr Core S&p Mcp Etf (IJH) | 11.6 | $241M | 998k | 241.89 | ||
| Ishares Tr Core S&p Ttl Stk (ITOT) | 8.7 | $182M | 2.1M | 84.80 | ||
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 7.5 | $156M | +17953% | 1.6M | 96.96 | |
| First Tr Exchange-traded No Amer Energy (EMLP) | 7.0 | $145M | +5% | 5.4M | 26.69 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 4.9 | $102M | +1547% | 289k | 351.34 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 4.3 | $90M | +5% | 472k | 191.19 | |
| Exxon Mobil Corporation (XOM) | 4.3 | $89M | 811k | 110.30 | ||
| Ishares Tr S&p Mc 400gr Etf (IJK) | 3.4 | $70M | +195% | 1.0M | 68.30 | |
| Ishares Tr Modert Alloc Etf (AOM) | 2.4 | $50M | -9% | 1.3M | 38.01 | |
| Ishares Gold Tr Ishares New (IAU) | 2.3 | $47M | -15% | 1.4M | 34.59 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.9 | $41M | 106k | 384.21 | ||
| Nushares Etf Tr Nuveen Esg Midcp (NUMG) | 1.7 | $36M | +20% | 1.0M | 35.20 | |
| Chevron Corporation (CVX) | 1.2 | $25M | 140k | 179.49 | ||
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| Prologis (PLD) | 1.2 | $25M | 220k | 112.73 | ||
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 1.0 | $20M | -36% | 449k | 45.52 | |
| Verizon Communications (VZ) | 0.9 | $19M | 470k | 39.40 | ||
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $18M | 206k | 88.23 | ||
| Uber Technologies (UBER) | 0.8 | $16M | 642k | 24.73 | ||
| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $16M | +5% | 41k | 384.22 | |
| Apple (AAPL) | 0.7 | $15M | +2% | 112k | 129.93 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.7 | $14M | +31% | 214k | 65.64 | |
| Ishares Tr National Mun Etf (MUB) | 0.6 | $13M | +54% | 123k | 105.52 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.6 | $12M | -10% | 147k | 82.48 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.5 | $10M | +56% | 126k | 81.17 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.5 | $10M | 81k | 125.11 | ||
| Ishares Tr Russell 3000 Etf (IWV) | 0.5 | $9.9M | -22% | 45k | 220.67 | |
| Confluent Class A Com (CFLT) | 0.5 | $9.7M | +5% | 434k | 22.24 | |
| Ishares Tr Msci Intl Qualty (IQLT) | 0.4 | $9.3M | +473% | 287k | 32.39 | |
| Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.4 | $8.3M | -2% | 155k | 53.44 | |
| Heritage Commerce (HTBK) | 0.4 | $8.2M | 628k | 13.00 | ||
| Oracle Corporation (ORCL) | 0.4 | $8.0M | 98k | 81.74 | ||
| Microsoft Corporation (MSFT) | 0.4 | $7.7M | -9% | 32k | 239.81 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $7.7M | -21% | 87k | 88.73 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $7.5M | 36k | 210.52 | ||
| Ishares Tr Msci Acwi Etf (ACWI) | 0.4 | $7.3M | +80% | 86k | 84.88 | |
| Nuveen Muni Value Fund (NUV) | 0.3 | $6.7M | +23% | 780k | 8.60 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $6.4M | +70% | 57k | 113.96 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $6.2M | +3% | 36k | 174.36 | |
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.3 | $5.8M | 68k | 84.75 | ||
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $5.7M | +34% | 19k | 308.90 | |
| Krispy Kreme (DNUT) | 0.3 | $5.4M | NEW | 521k | 10.32 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $4.9M | 32k | 151.65 | ||
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $4.4M | -2% | 21k | 214.22 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $4.3M | -21% | 110k | 38.98 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $4.2M | 9.00 | 468711.00 | ||
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $4.2M | -6% | 48k | 86.19 | |
| Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) | 0.2 | $3.9M | 78k | 50.21 | ||
| Pepsi (PEP) | 0.2 | $3.8M | 21k | 181.82 | ||
| Privia Health Group (PRVA) | 0.2 | $3.7M | 163k | 22.71 | ||
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.2 | $3.7M | +13% | 56k | 65.74 | |
| Enterprise Products Partners (EPD) | 0.2 | $3.6M | 151k | 24.12 | ||
| Procept Biorobotics Corp (PRCT) | 0.2 | $3.6M | 86k | 41.54 | ||
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $3.6M | +4% | 85k | 41.97 | |
| Amazon (AMZN) | 0.2 | $3.4M | -5% | 40k | 84.00 | |
| Cme (CME) | 0.2 | $3.4M | 20k | 172.66 | ||
| Snowflake Cl A (SNOW) | 0.1 | $3.1M | 22k | 143.54 | ||
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $3.1M | -10% | 18k | 169.64 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $3.0M | 22k | 134.10 | ||
| Dt Midstream Common Stock (DTM) | 0.1 | $2.9M | 52k | 55.90 | ||
| Shockwave Med (SWAV) | 0.1 | $2.9M | 14k | 205.61 | ||
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $2.8M | +13% | 13k | 213.11 | |
| Cheniere Energy Com New (LNG) | 0.1 | $2.8M | 19k | 149.96 | ||
| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $2.8M | -30% | 92k | 30.07 | |
| Ishares Tr Msci Lw Crb Tg (CRBN) | 0.1 | $2.7M | +3% | 20k | 138.14 | |
| Wal-Mart Stores (WMT) | 0.1 | $2.7M | 19k | 142.35 | ||
| Cheniere Energy Partners Com Unit (CQP) | 0.1 | $2.6M | 46k | 56.87 | ||
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $2.5M | +51% | 18k | 140.37 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $2.4M | 40k | 58.50 | ||
| Flexshares Tr Mornstar Upstr (GUNR) | 0.1 | $2.2M | 51k | 43.47 | ||
| Mastercard Incorporated Cl A (MA) | 0.1 | $2.2M | 6.3k | 347.73 | ||
| Williams Companies (WMB) | 0.1 | $2.2M | 66k | 32.90 | ||
| Visa Com Cl A (V) | 0.1 | $2.1M | 10k | 207.75 | ||
| Penumbra (PEN) | 0.1 | $2.1M | 9.5k | 222.46 | ||
| Tesla Motors (TSLA) | 0.1 | $2.1M | +5% | 17k | 123.18 | |
| Automatic Data Processing (ADP) | 0.1 | $2.0M | 8.5k | 240.11 | ||
| Nextera Energy Partners Com Unit Part In (NEP) | 0.1 | $2.0M | 29k | 70.09 | ||
| Stem (STEM) | 0.1 | $1.9M | 218k | 8.94 | ||
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $1.9M | -10% | 34k | 57.82 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $1.9M | 159k | 11.87 | ||
| Investment Managers Ser Tr I Axs Short Innov (SARK) | 0.1 | $1.9M | 34k | 54.51 | ||
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $1.8M | -61% | 16k | 114.89 | |
| Abbvie (ABBV) | 0.1 | $1.7M | +5% | 11k | 161.61 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $1.7M | 12k | 141.26 | ||
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $1.7M | -28% | 34k | 51.72 | |
| First Tr Mlp & Energy Income (FEI) | 0.1 | $1.7M | 212k | 7.81 | ||
| Qualcomm (QCOM) | 0.1 | $1.7M | +2% | 15k | 109.94 | |
| Intercontinental Exchange (ICE) | 0.1 | $1.6M | 16k | 102.59 | ||
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $1.6M | 15k | 108.21 | ||
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.6M | +600% | 7.9k | 203.81 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $1.6M | -31% | 15k | 104.24 | |
| UnitedHealth (UNH) | 0.1 | $1.6M | +2% | 3.0k | 530.24 | |
| Asana Cl A (ASAN) | 0.1 | $1.6M | 114k | 13.77 | ||
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $1.4M | -76% | 8.0k | 179.76 | |
| Tc Energy Corp (TRP) | 0.1 | $1.4M | 35k | 39.86 | ||
| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.1 | $1.4M | 14k | 101.04 | ||
| Holly Energy Partners Com Ut Ltd Ptn (HEP) | 0.1 | $1.4M | 76k | 18.12 | ||
| Johnson & Johnson (JNJ) | 0.1 | $1.3M | +18% | 7.5k | 176.65 | |
| Kinder Morgan (KMI) | 0.1 | $1.3M | 70k | 18.08 | ||
| NVIDIA Corporation (NVDA) | 0.1 | $1.3M | 8.7k | 146.14 | ||
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $1.3M | 2.8k | 446.12 | ||
| McDonald's Corporation (MCD) | 0.1 | $1.2M | +4% | 4.7k | 263.51 | |
| Abbott Laboratories (ABT) | 0.1 | $1.2M | +7% | 11k | 109.79 | |
| Sempra Energy (SRE) | 0.1 | $1.2M | 8.0k | 155.69 | ||
| I3 Verticals Com Cl A (IIIV) | 0.1 | $1.2M | 50k | 24.34 | ||
| Public Service Enterprise (PEG) | 0.1 | $1.2M | 20k | 61.27 | ||
| Westlake Chem Partners Com Unit Rp Lp (WLKP) | 0.1 | $1.2M | 51k | 23.50 | ||
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $1.2M | 26k | 45.15 | ||
| Adobe Systems Incorporated (ADBE) | 0.1 | $1.2M | 3.4k | 336.53 | ||
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $1.1M | 12k | 96.99 | ||
| Starbucks Corporation (SBUX) | 0.1 | $1.1M | 11k | 99.20 | ||
| SEI Investments Company (SEIC) | 0.1 | $1.1M | 19k | 58.73 | ||
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.1M | 5.9k | 183.55 | ||
| Meta Platforms Cl A (META) | 0.1 | $1.1M | -11% | 8.9k | 120.34 | |
| Nextera Energy (NEE) | 0.1 | $1.1M | 13k | 83.60 | ||
| Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $1.0M | -18% | 3.3k | 319.43 | |
| Enbridge (ENB) | 0.0 | $1.0M | 26k | 39.10 | ||
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.0 | $993k | NEW | 31k | 31.83 | |
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $965k | 82k | 11.76 | ||
| Lowe's Companies (LOW) | 0.0 | $956k | 4.8k | 199.24 | ||
| Ali (ALCO) | 0.0 | $923k | 39k | 23.92 | ||
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $918k | NEW | 16k | 57.88 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $916k | +14% | 15k | 61.64 | |
| Coca-Cola Company (KO) | 0.0 | $901k | +3% | 14k | 63.61 | |
| Atmos Energy Corporation (ATO) | 0.0 | $890k | 7.9k | 112.07 | ||
| Ishares Tr Conser Alloc Etf (AOK) | 0.0 | $863k | NEW | 26k | 33.61 | |
| Diageo Spon Adr New (DEO) | 0.0 | $853k | 4.8k | 178.19 | ||
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $843k | 11k | 74.55 | ||
| Union Pacific Corporation (UNP) | 0.0 | $834k | 4.0k | 207.07 | ||
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $832k | 9.9k | 83.60 | ||
| ConocoPhillips (COP) | 0.0 | $824k | 6.9k | 118.70 | ||
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $805k | +26% | 21k | 37.90 | |
| Ishares Tr Grwt Allocat Etf (AOR) | 0.0 | $799k | NEW | 17k | 47.16 | |
| Willis Towers Watson SHS (WTW) | 0.0 | $794k | 3.2k | 245.40 | ||
| Oneok (OKE) | 0.0 | $754k | 12k | 65.70 | ||
| salesforce (CRM) | 0.0 | $751k | +15% | 5.7k | 132.59 | |
| Ishares Tr New Zealand Etf (ENZL) | 0.0 | $747k | 15k | 48.55 | ||
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $735k | NEW | 8.7k | 84.59 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $709k | 9.5k | 74.49 | ||
| DTE Energy Company (DTE) | 0.0 | $703k | 5.9k | 118.48 | ||
| Pfizer (PFE) | 0.0 | $680k | +2% | 13k | 51.24 | |
| Canadian Pacific Railway (CP) | 0.0 | $679k | 9.1k | 74.59 | ||
| Ishares Msci World Etf (URTH) | 0.0 | $672k | 6.2k | 109.25 | ||
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $671k | 4.3k | 155.15 | ||
| Wec Energy Group (WEC) | 0.0 | $657k | 7.0k | 93.76 | ||
| Simon Property (SPG) | 0.0 | $656k | +2% | 5.6k | 117.48 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $653k | -15% | 2.5k | 266.21 | |
| Walt Disney Company (DIS) | 0.0 | $650k | +6% | 7.5k | 86.88 | |
| Honeywell International (HON) | 0.0 | $631k | 2.9k | 214.30 | ||
| Jd.com Spon Adr Cl A (JD) | 0.0 | $610k | 11k | 56.13 | ||
| Amplitude Com Cl A (AMPL) | 0.0 | $607k | +100% | 50k | 12.08 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $589k | +98% | 12k | 50.14 | |
| AutoZone (AZO) | 0.0 | $587k | 238.00 | 2466.18 | ||
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.0 | $503k | NEW | 10k | 50.27 | |
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.0 | $492k | -47% | 9.7k | 50.55 | |
| Globe Life (GL) | 0.0 | $488k | 4.1k | 120.55 | ||
| Procter & Gamble Company (PG) | 0.0 | $476k | +5% | 3.1k | 151.54 | |
| Cogent Communications Hldgs Com New (CCOI) | 0.0 | $474k | 8.3k | 57.08 | ||
| 3M Company (MMM) | 0.0 | $471k | -3% | 3.9k | 119.93 | |
| Global X Fds Msci Norway Etf (NORW) | 0.0 | $468k | 18k | 25.65 | ||
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $461k | 5.6k | 81.55 | ||
| Raytheon Technologies Corp (RTX) | 0.0 | $456k | -27% | 4.5k | 100.92 | |
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.0 | $439k | NEW | 4.9k | 90.00 | |
| Intel Corporation (INTC) | 0.0 | $437k | +7% | 17k | 26.43 | |
| Madrigal Pharmaceuticals (MDGL) | 0.0 | $433k | NEW | 1.5k | 290.25 | |
| Allstate Corporation (ALL) | 0.0 | $426k | 3.1k | 136.45 | ||
| Vanguard World Fds Comm Srvc Etf (VOX) | 0.0 | $423k | 5.1k | 82.25 | ||
| Danaher Corporation (DHR) | 0.0 | $420k | +5% | 1.6k | 265.74 | |
| Philip Morris International (PM) | 0.0 | $416k | 4.1k | 102.47 | ||
| Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 0.0 | $409k | 8.8k | 46.72 | ||
| Global X Fds Global X Uranium (URA) | 0.0 | $401k | 20k | 20.13 | ||
| Doubleline Income Solutions (DSL) | 0.0 | $401k | +14% | 36k | 11.09 | |
| Ishares Msci Brazil Etf (EWZ) | 0.0 | $400k | 14k | 27.97 | ||
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $394k | -25% | 8.6k | 45.88 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $393k | 4.7k | 83.26 | ||
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $382k | 8.1k | 47.43 | ||
| Talos Energy (TALO) | 0.0 | $378k | 20k | 18.88 | ||
| Ishares Tr Core Msci Pac (IPAC) | 0.0 | $370k | 6.9k | 53.67 | ||
| Thermo Fisher Scientific (TMO) | 0.0 | $364k | 661.00 | 550.99 | ||
| Merck & Co (MRK) | 0.0 | $358k | +8% | 3.2k | 111.66 | |
| Edwards Lifesciences (EW) | 0.0 | $358k | 4.8k | 74.61 | ||
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $355k | 2.3k | 151.83 | ||
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.0 | $354k | 5.5k | 64.29 | ||
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $351k | 4.0k | 88.09 | ||
| Main Street Capital Corporation (MAIN) | 0.0 | $346k | 9.4k | 36.95 | ||
| Golub Capital BDC (GBDC) | 0.0 | $339k | NEW | 26k | 13.16 | |
| Docusign (DOCU) | 0.0 | $335k | 6.0k | 55.42 | ||
| Tempur-Pedic International (TPX) | 0.0 | $333k | 9.7k | 34.33 | ||
| Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $324k | 4.5k | 71.79 | ||
| Kraneshares Tr Quadrtc Int Rt (IVOL) | 0.0 | $323k | 14k | 22.61 | ||
| AtriCure (ATRC) | 0.0 | $322k | 7.3k | 44.38 | ||
| Bristol Myers Squibb (BMY) | 0.0 | $322k | +3% | 4.5k | 71.95 | |
| Atlantic Union B (AUB) | 0.0 | $315k | 9.0k | 35.14 | ||
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.0 | $313k | 7.5k | 41.61 | ||
| Yum! Brands (YUM) | 0.0 | $302k | +2% | 2.4k | 128.10 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $297k | +18% | 3.1k | 94.64 | |
| Nike CL B (NKE) | 0.0 | $295k | 2.5k | 117.02 | ||
| Novo-nordisk A S Adr (NVO) | 0.0 | $292k | 2.2k | 135.34 | ||
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $291k | 876.00 | 332.10 | ||
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $286k | 8.5k | 33.48 | ||
| Regeneron Pharmaceuticals (REGN) | 0.0 | $281k | +2% | 389.00 | 721.49 | |
| Ishares Tr Msci Usa Value (VLUE) | 0.0 | $278k | 3.0k | 91.14 | ||
| Phillips 66 (PSX) | 0.0 | $278k | 2.7k | 104.08 | ||
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $274k | +4% | 3.7k | 73.63 | |
| Home Depot (HD) | 0.0 | $274k | +6% | 868.00 | 315.86 | |
| Caterpillar (CAT) | 0.0 | $271k | NEW | 1.1k | 239.59 | |
| Ishares Msci Switzerland (EWL) | 0.0 | $261k | -21% | 6.2k | 41.93 | |
| Cummins (CMI) | 0.0 | $256k | 1.1k | 242.39 | ||
| General Dynamics Corporation (GD) | 0.0 | $254k | NEW | 1.0k | 248.11 | |
| AFLAC Incorporated (AFL) | 0.0 | $252k | NEW | 3.5k | 71.94 | |
| Costco Wholesale Corporation (COST) | 0.0 | $247k | NEW | 542.00 | 456.50 | |
| Shell Spon Ads (SHEL) | 0.0 | $246k | NEW | 4.3k | 56.95 | |
| Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.0 | $240k | 1.8k | 135.88 | ||
| American Tower Reit (AMT) | 0.0 | $237k | 1.1k | 213.42 | ||
| Ishares Core Msci Emkt (IEMG) | 0.0 | $231k | NEW | 4.9k | 46.71 | |
| Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) | 0.0 | $227k | NEW | 5.5k | 41.54 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $222k | 1.7k | 132.84 | ||
| Ishares Silver Tr Ishares (SLV) | 0.0 | $221k | NEW | 10k | 22.02 | |
| Amgen (AMGN) | 0.0 | $219k | -6% | 834.00 | 262.56 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $218k | 3.4k | 63.12 | ||
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.0 | $217k | NEW | 4.6k | 46.74 | |
| First Tr Exchange-traded Energy Inm Partn | 0.0 | $210k | NEW | 11k | 19.93 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $208k | NEW | 3.1k | 67.45 | |
| Coinbase Global Com Cl A (COIN) | 0.0 | $206k | 5.8k | 35.39 | ||
| Coupang Cl A (CPNG) | 0.0 | $195k | 13k | 14.71 | ||
| Chicago Atlantic Real Estate Fin (REFI) | 0.0 | $187k | 12k | 15.83 | ||
| Flotek Industries (FTK) | 0.0 | $179k | 160k | 1.12 | ||
| Stitch Fix Com Cl A (SFIX) | 0.0 | $160k | 52k | 3.11 | ||
| Enhabit Ord (EHAB) | 0.0 | $134k | NEW | 10k | 13.16 | |
| Affirm Hldgs Com Cl A (AFRM) | 0.0 | $130k | 14k | 9.67 | ||
| Fiscalnote Holdings Com Cl A (NOTE) | 0.0 | $101k | -13% | 16k | 6.33 | |
| Sfl Corporation SHS (SFL) | 0.0 | $92k | 10k | 9.22 | ||
| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.0 | $87k | 11k | 8.24 | ||
| Relmada Therapeutics (RLMD) | 0.0 | $71k | +97% | 20k | 3.49 | |
| 2u (TWOU) | 0.0 | $63k | 10k | 6.27 | ||
| Despegar Com Corp Ord Shs (DESP) | 0.0 | $61k | 12k | 5.13 | ||
| Lilium N V Class A Ord Shs (LILM) | 0.0 | $57k | 50k | 1.14 | ||
| Contextlogic Com Cl A (WISH) | 0.0 | $35k | 72k | 0.49 | ||
| Vintage Wine Estates (VWE) | 0.0 | $33k | 10k | 3.26 | ||
| MiMedx (MDXG) | 0.0 | $29k | 10k | 2.78 | ||
| Mullen Automotiv (MULN) | 0.0 | $5.5k | 19k | 0.29 | ||
Past Filings by Tiedemann Advisors
SEC 13F filings are viewable for Tiedemann Advisors going back to 2011
- 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
- Tiedemann Advisors 2019 Q4 filed Feb. 12, 2020
- Tiedemann Advisors 2019 Q3 filed Nov. 6, 2019
- Tiedemann Advisors 2019 Q2 filed Aug. 13, 2019