$40 Million is the total value of Tiedemann Wealth Management Holdings, LLC's 18 reported holdings in Q4 2016. The portfolio turnover from Q3 2016 to Q4 2016 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XLP | New | Consumer Staples SPDRsbi cons stpls | $4,888,000 | – | 94,531 | +100.0% | 10.88% | – |
| New | Tweedy Brown Global Value | $3,479,000 | – | 138,928 | +100.0% | 7.74% | – | |
| New | Matthews Asia Dividendinv | $3,269,000 | – | 210,650 | +100.0% | 7.28% | – | |
| New | Matthews Asia Small | $1,256,000 | – | 65,938 | +100.0% | 2.80% | – | |
| VNQ | New | Vanguard REIT EFTreit etf | $578,000 | – | 7,000 | +100.0% | 1.29% | – |
| GLD | New | SPDR Gold Trust | $454,000 | – | 4,147 | +100.0% | 1.01% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-02-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| iShares Core S & P Midcap ETF | 4 | Q2 2017 | 18.9% |
| Deep Value ETF | 3 | Q1 2017 | 35.7% |
| First Trust Energy Income & Growth | 3 | Q1 2017 | 18.4% |
| Consumer Staples SPDR | 3 | Q2 2017 | 21.2% |
| iShares S&P 500 Growth Index Fund | 3 | Q1 2017 | 18.9% |
| JPMorgan Alerian MLP ETN | 3 | Q1 2017 | 4.8% |
| Energy Select Sector SPDR ETF | 3 | Q1 2017 | 3.6% |
| Wisdomtree Tr Japan Hedged Equity Fund | 3 | Q1 2017 | 2.6% |
| Powershares FTSE Rafi US 1k | 2 | Q2 2017 | 60.0% |
| JP Morgan Growth Advantage FD SL | 2 | Q4 2016 | 4.1% |
View Tiedemann Wealth Management Holdings, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-NT | 2022-11-03 |
| 13F-NT | 2022-08-03 |
| 13F-NT | 2022-04-20 |
| 13F-NT | 2022-02-08 |
| 13F-NT | 2021-11-12 |
| 13F-NT | 2021-08-12 |
| 13F-NT | 2021-05-12 |
| 13F-NT | 2021-02-12 |
| 13F-NT | 2020-11-12 |
| 13F-NT | 2020-08-05 |
View Tiedemann Wealth Management Holdings, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.