$1.96 Billion is the total value of TIEDEMANN ADVISORS, LLC's 419 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PACB | Exit | PACIFIC BIOSCIENCES CALIF IN | $0 | – | -11,700 | -100.0% | -0.00% | – |
| AEF | Exit | ABERDEEN EMRG MRKTS EQT INM | $0 | – | -13,865 | -100.0% | -0.01% | – |
| SNECQ | Exit | SANCHEZ ENERGY CORP | $0 | – | -69,700 | -100.0% | -0.01% | – |
| SRE | Exit | SEMPRA ENERGY | $0 | – | -1,798 | -100.0% | -0.01% | – |
| EFG | Exit | ISHARES TReafe grwth etf | $0 | – | -2,559 | -100.0% | -0.01% | – |
| CAT | Exit | CATERPILLAR INC DEL | $0 | – | -1,442 | -100.0% | -0.01% | – |
| ITA | Exit | ISHARES TRus aer def etf | $0 | – | -1,000 | -100.0% | -0.01% | – |
| AMLP | Exit | ALPS ETF TRalerian mlp | $0 | – | -21,547 | -100.0% | -0.01% | – |
| AMRH | Exit | AMERI HLDGS INC | $0 | – | -188,723 | -100.0% | -0.01% | – |
| ANDV | Exit | ANDEAVOR | $0 | – | -1,500 | -100.0% | -0.01% | – |
| DVY | Exit | ISHARES TRselect divid etf | $0 | – | -2,692 | -100.0% | -0.02% | – |
| BIIB | Exit | BIOGEN INC | $0 | – | -848 | -100.0% | -0.02% | – |
| HIFR | Exit | INFRAREIT INC | $0 | – | -14,430 | -100.0% | -0.02% | – |
| AGZ | Exit | ISHARES TRagency bond etf | $0 | – | -4,848 | -100.0% | -0.03% | – |
| CCL | Exit | CARNIVAL CORPunit 99/99/9999 | $0 | – | -8,897 | -100.0% | -0.03% | – |
| AL | Exit | AIR LEASE CORPcl a | $0 | – | -12,992 | -100.0% | -0.04% | – |
| TIP | Exit | ISHARES TRtips bd etf | $0 | – | -5,308 | -100.0% | -0.04% | – |
| APTV | Exit | APTIV PLC | $0 | – | -7,500 | -100.0% | -0.04% | – |
| DVN | Exit | DEVON ENERGY CORP NEW | $0 | – | -18,000 | -100.0% | -0.04% | – |
| RNST | Exit | RENASANT CORP | $0 | – | -18,916 | -100.0% | -0.05% | – |
| CPK | Exit | CHESAPEAKE UTILS CORP | $0 | – | -11,231 | -100.0% | -0.06% | – |
| NGG | Exit | NATIONAL GRID PLCsponsored adr ne | $0 | – | -18,604 | -100.0% | -0.06% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -15,324 | -100.0% | -0.07% | – |
| VGIT | Exit | VANGUARD SCOTTSDALE FDSinter term treas | $0 | – | -155 | -100.0% | -0.13% | – |
| SEP | Exit | SPECTRA ENERGY PARTNERS LP | $0 | – | -146,306 | -100.0% | -0.31% | – |
| EQT | Exit | EQT CORP | $0 | – | -149,500 | -100.0% | -0.39% | – |
| MDXG | Exit | MIMEDX GROUP INC | $0 | – | -1,452,418 | -100.0% | -0.53% | – |
| ETP | Exit | ENERGY TRANSFER PARTNERS LPunit ltd prt int | $0 | – | -587,156 | -100.0% | -0.77% | – |
| EEP | Exit | ENBRIDGE ENERGY PARTNERS L P | $0 | – | -1,465,304 | -100.0% | -0.95% | – |
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 2019-02-13
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.