$1.11 Billion is the total value of TIEDEMANN ADVISORS, LLC's 468 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HTH | HILLTOP HOLDINGS INC | $5,682,000 | -14.3% | 252,980 | 0.0% | 0.51% | +6.0% | |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $1,160,000 | +3.5% | 9,529 | 0.0% | 0.10% | +28.4% | |
| XLE | SELECT SECTOR SPDR TRenergy | $883,000 | +5.5% | 12,900 | 0.0% | 0.08% | +29.5% | |
| ACBI | ATLANTIC CAP BANCSHARES INC | $633,000 | -4.4% | 34,861 | 0.0% | 0.06% | +18.8% | |
| IYW | ISHARES TRu.s. tech etf | $300,000 | +7.5% | 2,000 | 0.0% | 0.03% | +35.0% | |
| IJR | ISHARES TRcore s&p scp etf | $269,000 | +6.3% | 3,608 | 0.0% | 0.02% | +33.3% | |
| UN | UNILEVER N V | $261,000 | -16.6% | 5,654 | 0.0% | 0.02% | 0.0% | |
| IAU | ISHARES GOLD TRUSTishares | $127,000 | +6.7% | 10,000 | 0.0% | 0.01% | +22.2% |
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/A filed 2017-11-28
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SELECT SECTOR SPDR TR | 42 | Q3 2023 | 25.4% |
| ENTERPRISE PRODUCTS PARTNERS | 42 | Q3 2023 | 9.6% |
| ISHARES TR | 42 | Q3 2023 | 23.9% |
| MAGELLAN MIDSTREAM PRTNRS LP | 39 | Q4 2022 | 7.4% |
| KINDER MORGAN INC DEL | 39 | Q4 2022 | 9.2% |
| PLAINS ALL AMER PIPELINE LP | 39 | Q4 2022 | 5.4% |
| SPDR GOLD TRUST - ETF | 37 | Q3 2023 | 5.6% |
| WILLIAMS COS INC DEL | 35 | Q4 2022 | 4.8% |
| INTEL CORPORATION | 35 | Q3 2023 | 1.2% |
| SPDR S&P 500 ETF TR | 34 | Q3 2023 | 21.1% |
View TIEDEMANN ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-NT | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-10-28 |
| 13F-HR | 2022-08-03 |
| 13F-HR | 2022-04-27 |
| 13F-HR | 2022-02-09 |
| 13F-HR | 2021-11-12 |
View TIEDEMANN ADVISORS, 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.