$24.8 Million is the total value of Tiedemann Wealth Management Holdings, LLC's 12 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
PRF | New | Powershares FTSE Rafi US 1ketf | $6,279,000 | – | 61,273 | +100.0% | 25.32% | – |
ITOT | New | iShares Core S&P TOT USmkt etf | $473,000 | – | 8,750 | +100.0% | 1.91% | – |
AMZN | New | Amazon Inc | $204,000 | – | 230 | +100.0% | 0.82% | – |
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 2017-05-08
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.