Tiedemann Wealth Management

Latest statistics and disclosures from Tiedemann Advisors's latest quarterly 13F-HR filing:

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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

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