$2.28 Billion is the total value of TIEDEMANN ADVISORS, LLC's 329 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 33.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPMD | Buy | SPDR SER TRportfolio s&p400 | $350,528,000 | +15.1% | 7,660,177 | +1.6% | 15.35% | +4.1% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $229,661,000 | +27.8% | 882,396 | +12.9% | 10.06% | +15.7% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $130,943,000 | +12.4% | 1,429,546 | +5.8% | 5.74% | +1.7% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $120,857,000 | +7.0% | 584,728 | +0.8% | 5.29% | -3.2% |
| EMLP | Buy | FIRST TR EXCHANGE-TRADED FDno amer energy | $101,567,000 | +9.1% | 4,453,378 | +0.3% | 4.45% | -1.3% |
| IAU | Buy | ISHARES GOLD TRishares | $69,576,000 | -3.0% | 4,278,749 | +8.1% | 3.05% | -12.2% |
| AOM | Buy | ISHARES TRmodert alloc etf | $63,492,000 | +4.4% | 1,458,013 | +3.5% | 2.78% | -5.6% |
| UBER | Buy | UBER TECHNOLOGIES INC | $43,992,000 | +9943.8% | 807,040 | +9291.8% | 1.93% | +9076.2% |
| AAPL | Buy | APPLE INC | $30,045,000 | -1.2% | 245,949 | +7.3% | 1.32% | -10.6% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $27,166,000 | +19.4% | 13,171 | +1.5% | 1.19% | +8.1% |
| NUMG | Buy | NUSHARES ETF TRnuveen esg midcp | $26,033,000 | +14.0% | 519,846 | +12.6% | 1.14% | +3.2% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $24,399,000 | +12.8% | 61,328 | +6.4% | 1.07% | +2.1% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $22,980,000 | -4.7% | 48,341 | +0.3% | 1.01% | -13.8% |
| EFA | Buy | ISHARES TRmsci eafe etf | $17,930,000 | +4.6% | 236,275 | +0.6% | 0.78% | -5.3% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $16,626,000 | +6.9% | 68,408 | +6.0% | 0.73% | -3.3% |
| AMZN | Buy | AMAZON COM INC | $12,015,000 | -2.3% | 3,885 | +2.9% | 0.53% | -11.6% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $11,429,000 | +11.3% | 75,406 | +0.4% | 0.50% | +0.8% |
| MSFT | Buy | MICROSOFT CORP | $10,404,000 | +12.1% | 44,125 | +5.8% | 0.46% | +1.6% |
| FNDX | Buy | SCHWAB STRATEGIC TRschwab fdt us lg | $9,085,000 | +14.2% | 175,856 | +0.1% | 0.40% | +3.4% |
| HTBK | Buy | HERITAGE COMM CORP | $7,531,000 | +38.8% | 616,262 | +0.7% | 0.33% | +25.5% |
| VOO | Buy | VANGUARD INDEX FDS | $7,208,000 | +13.8% | 19,787 | +7.4% | 0.32% | +2.9% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $7,125,000 | +18.6% | 32,240 | +5.2% | 0.31% | +7.2% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $5,683,000 | +4.7% | 87,290 | +2.6% | 0.25% | -5.3% |
| SNOW | New | SNOWFLAKE INCcl a | $5,554,000 | – | 24,223 | +100.0% | 0.24% | – |
| FB | Buy | FACEBOOK INCcl a | $5,323,000 | +9.6% | 18,075 | +1.8% | 0.23% | -0.9% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $4,755,000 | +33.8% | 215,934 | +19.0% | 0.21% | +20.9% |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $4,720,000 | +161.2% | 48,530 | +148.7% | 0.21% | +137.9% |
| MMP | Buy | MAGELLAN MIDSTREAM PRTNRS LP | $4,534,000 | +39.1% | 104,570 | +36.1% | 0.20% | +25.9% |
| CRM | Buy | SALESFORCE COM INC | $4,348,000 | -1.7% | 20,525 | +3.2% | 0.19% | -11.2% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $4,171,000 | +18.8% | 38,431 | +0.5% | 0.18% | +7.6% |
| TRP | Buy | TC ENERGY CORP | $4,159,000 | +64.7% | 90,811 | +46.6% | 0.18% | +49.2% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $4,132,000 | +5.0% | 65,884 | +0.7% | 0.18% | -5.2% |
| SBUX | Buy | STARBUCKS CORP | $3,791,000 | +15.4% | 34,693 | +13.0% | 0.17% | +4.4% |
| ESGD | Buy | ISHARES TResg aw msci eafe | $3,336,000 | +15.0% | 43,935 | +10.5% | 0.15% | +4.3% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $3,278,000 | +13.4% | 12,830 | +2.9% | 0.14% | +2.9% |
| NFLX | Buy | NETFLIX INC | $3,247,000 | -2.1% | 6,221 | +1.4% | 0.14% | -11.8% |
| NXPI | Buy | NXP SEMICONDUCTORS N V | $3,137,000 | +26.9% | 15,542 | +0.2% | 0.14% | +14.2% |
| PRF | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $3,100,000 | +13.9% | 20,444 | +0.0% | 0.14% | +3.0% |
| PEP | Buy | PEPSICO INC | $2,841,000 | +1.1% | 20,091 | +6.8% | 0.12% | -8.8% |
| WMT | Buy | WALMART INC | $2,792,000 | -2.8% | 20,458 | +3.0% | 0.12% | -12.2% |
| DOW | Buy | DOW INC | $2,707,000 | +15.4% | 42,331 | +0.2% | 0.12% | +5.3% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $2,713,000 | +2.8% | 7,621 | +3.1% | 0.12% | -7.0% |
| ABT | Buy | ABBOTT LABS | $2,455,000 | +15.3% | 20,491 | +5.3% | 0.11% | +4.9% |
| KSU | Buy | KANSAS CITY SOUTHERN | $2,223,000 | +29.5% | 8,408 | +0.2% | 0.10% | +16.9% |
| FRT | Buy | FEDERAL RLTY INVT TRsh ben int new | $2,201,000 | +19.1% | 21,477 | +0.1% | 0.10% | +7.9% |
| IWR | Buy | ISHARES TRrus mid cap etf | $1,985,000 | +11.0% | 26,833 | +2.8% | 0.09% | 0.0% |
| WYNN | Buy | WYNN RESORTS LTD | $1,996,000 | +36.2% | 15,916 | +22.5% | 0.09% | +22.5% |
| ASAN | New | ASANA INCcl a | $1,957,000 | – | 68,483 | +100.0% | 0.09% | – |
| AVLR | Buy | AVALARA INC | $1,887,000 | -18.0% | 14,141 | +1.3% | 0.08% | -25.2% |
| PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $1,821,000 | +66.8% | 30,237 | +61.5% | 0.08% | +50.9% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $1,792,000 | +18.0% | 12,647 | +6.2% | 0.08% | +5.4% |
| CTVA | Buy | CORTEVA INC | $1,705,000 | +20.6% | 36,538 | +0.0% | 0.08% | +10.3% |
| GUNR | New | FLEXSHARES TRmornstar upstr | $1,710,000 | – | 47,248 | +100.0% | 0.08% | – |
| MCD | Buy | MCDONALDS CORP | $1,710,000 | +12.5% | 7,631 | +7.6% | 0.08% | +1.4% |
| NVDA | Buy | NVIDIA CORPORATION | $1,580,000 | +130.7% | 2,960 | +125.8% | 0.07% | +109.1% |
| PFE | Buy | PFIZER INC | $1,549,000 | +0.6% | 42,807 | +2.3% | 0.07% | -9.3% |
| OKE | Buy | ONEOK INC NEW | $1,506,000 | +172.3% | 29,736 | +106.5% | 0.07% | +144.4% |
| FEI | Buy | FIRST TR MLP & ENERGY INCOM | $1,486,000 | +27.9% | 214,896 | +7.5% | 0.06% | +16.1% |
| PAA | Buy | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $1,470,000 | +44.7% | 161,488 | +31.1% | 0.06% | +30.6% |
| LLY | Buy | LILLY ELI & CO | $1,427,000 | +12.5% | 7,636 | +1.8% | 0.06% | +3.3% |
| PM | Buy | PHILIP MORRIS INTL INC | $1,397,000 | +11.1% | 15,565 | +4.0% | 0.06% | 0.0% |
| ONEM | New | 1LIFE HEALTHCARE INC | $1,299,000 | – | 33,218 | +100.0% | 0.06% | – |
| CVX | Buy | CHEVRON CORP NEW | $1,280,000 | +26.4% | 12,240 | +2.1% | 0.06% | +14.3% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $1,250,000 | +78.8% | 5,839 | +62.9% | 0.06% | +61.8% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $1,239,000 | +9.7% | 16,029 | +1.5% | 0.05% | -1.8% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $1,213,000 | +18.1% | 11,899 | +0.0% | 0.05% | +6.0% |
| ZG | Buy | ZILLOW GROUP INCcl a | $1,164,000 | +185.3% | 8,862 | +195.4% | 0.05% | +155.0% |
| Z | Buy | ZILLOW GROUP INCcl c cap stk | $1,127,000 | +319.0% | 8,699 | +320.4% | 0.05% | +276.9% |
| WMB | Buy | WILLIAMS COS INC | $1,119,000 | +45.3% | 47,222 | +22.9% | 0.05% | +32.4% |
| SUSA | Buy | ISHARES TRmsci usa esg slc | $1,120,000 | +15.6% | 12,768 | +8.5% | 0.05% | +4.3% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $1,088,000 | -1.4% | 4,802 | +1.2% | 0.05% | -9.4% |
| FNDA | Buy | SCHWAB STRATEGIC TRschwab fdt us sc | $1,084,000 | +18.1% | 21,399 | +0.1% | 0.05% | +6.8% |
| HEP | Buy | HOLLY ENERGY PARTNERS L P | $1,068,000 | +48.5% | 55,913 | +10.4% | 0.05% | +34.3% |
| SRE | New | SEMPRA ENERGY | $1,054,000 | – | 7,894 | +100.0% | 0.05% | – |
| CQP | New | CHENIERE ENERGY PARTNERS LP | $1,017,000 | – | 24,480 | +100.0% | 0.04% | – |
| COP | Buy | CONOCOPHILLIPS | $1,004,000 | +46.6% | 18,954 | +10.5% | 0.04% | +33.3% |
| KO | Buy | COCA COLA CO | $959,000 | +47.1% | 18,035 | +51.8% | 0.04% | +31.2% |
| WLKP | Buy | WESTLAKE CHEM PARTNERS LP | $958,000 | +16.4% | 39,895 | +15.6% | 0.04% | +5.0% |
| PYPL | Buy | PAYPAL HLDGS INC | $892,000 | +17.1% | 3,672 | +12.7% | 0.04% | +5.4% |
| RBLX | New | ROBLOX CORPcl a | $879,000 | – | 13,566 | +100.0% | 0.04% | – |
| DEO | Buy | DIAGEO PLCspon adr new | $857,000 | +8.1% | 5,176 | +3.9% | 0.04% | 0.0% |
| MAR | Buy | MARRIOTT INTL INC NEWcl a | $804,000 | +13.6% | 5,427 | +1.2% | 0.04% | +2.9% |
| KBWB | New | INVESCO EXCH TRADED FD TR IIkbw bk etf | $799,000 | – | 12,913 | +100.0% | 0.04% | – |
| PSX | Buy | PHILLIPS 66 | $769,000 | +32.4% | 9,427 | +13.3% | 0.03% | +21.4% |
| WLTW | Buy | WILLIS TOWERS WATSON PLC LTD | $746,000 | +9.1% | 3,250 | +0.5% | 0.03% | 0.0% |
| MO | Buy | ALTRIA GROUP INC | $736,000 | +26.0% | 14,147 | +1.6% | 0.03% | +14.3% |
| RL | Buy | RALPH LAUREN CORPcl a | $712,000 | +19.3% | 5,786 | +0.4% | 0.03% | +6.9% |
| IGT | Buy | INTERNATIONAL GAME TECHNOLOG | $718,000 | -5.0% | 44,738 | +0.2% | 0.03% | -16.2% |
| CAT | Buy | CATERPILLAR INC | $671,000 | +90.1% | 2,901 | +49.4% | 0.03% | +70.6% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $619,000 | +6.9% | 9,744 | +5.2% | 0.03% | -3.6% |
| ICF | Buy | ISHARES TRcohen steer reit | $626,000 | +136.2% | 10,836 | +121.1% | 0.03% | +107.7% |
| ZTS | Buy | ZOETIS INCcl a | $593,000 | +5.3% | 3,771 | +11.0% | 0.03% | -3.7% |
| JMST | New | J P MORGAN EXCHANGE-TRADED Fultra sht muncpl | $601,000 | – | 11,769 | +100.0% | 0.03% | – |
| IWS | New | ISHARES TRrus mdcp val etf | $583,000 | – | 5,342 | +100.0% | 0.03% | – |
| WEC | Buy | WEC ENERGY GROUP INC | $595,000 | +57.0% | 6,351 | +54.5% | 0.03% | +44.4% |
| DHR | Buy | DANAHER CORPORATION | $587,000 | +96.3% | 2,611 | +94.0% | 0.03% | +85.7% |
| BRX | Buy | BRIXMOR PPTY GROUP INC | $549,000 | +23.9% | 27,137 | +1.3% | 0.02% | +14.3% |
| GE | Buy | GENERAL ELECTRIC CO | $541,000 | +46.2% | 41,080 | +19.4% | 0.02% | +33.3% |
| MS | New | MORGAN STANLEY | $521,000 | – | 6,713 | +100.0% | 0.02% | – |
| BIGZ | New | BLACKROCK INNOVATION AND GRW | $508,000 | – | 25,000 | +100.0% | 0.02% | – |
| BA | Buy | BOEING CO | $499,000 | +78.2% | 1,960 | +49.8% | 0.02% | +57.1% |
| NORW | New | GLOBAL X FDSglbx msci norw | $426,000 | – | 30,769 | +100.0% | 0.02% | – |
| WFC | Buy | WELLS FARGO CO NEW | $430,000 | +45.3% | 10,996 | +12.0% | 0.02% | +35.7% |
| BNDX | Buy | VANGUARD CHARLOTTE FDSintl bd idx etf | $438,000 | -2.2% | 7,661 | +0.2% | 0.02% | -13.6% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $437,000 | +9.2% | 3,674 | +0.4% | 0.02% | 0.0% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $442,000 | -4.5% | 5,290 | +4.1% | 0.02% | -13.6% |
| AFL | Buy | AFLAC INC | $404,000 | +17.1% | 7,893 | +2.0% | 0.02% | +5.9% |
| LH | Buy | LABORATORY CORP AMER HLDGS | $404,000 | +47.4% | 1,586 | +17.9% | 0.02% | +38.5% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $414,000 | +8.4% | 1,249 | +0.1% | 0.02% | 0.0% |
| PTON | Buy | PELOTON INTERACTIVE INC | $387,000 | -25.1% | 3,440 | +1.0% | 0.02% | -32.0% |
| GL | Buy | GLOBE LIFE INC | $392,000 | +1.6% | 4,066 | +0.0% | 0.02% | -10.5% |
| NVO | Buy | NOVO-NORDISK A Sadr | $391,000 | +8.9% | 5,709 | +11.0% | 0.02% | 0.0% |
| ZUO | New | ZUORA INC | $370,000 | – | 24,991 | +100.0% | 0.02% | – |
| OEF | Buy | ISHARES TRs&p 100 etf | $369,000 | +5.1% | 2,053 | +0.3% | 0.02% | -5.9% |
| CSX | Buy | CSX CORP | $336,000 | +11.3% | 3,476 | +4.4% | 0.02% | 0.0% |
| CPNG | New | COUPANG INCcl a | $338,000 | – | 6,848 | +100.0% | 0.02% | – |
| TXN | Buy | TEXAS INSTRS INC | $346,000 | +41.2% | 1,829 | +22.5% | 0.02% | +25.0% |
| CVS | Buy | CVS HEALTH CORP | $331,000 | +12.2% | 4,422 | +2.2% | 0.01% | 0.0% |
| VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $317,000 | +7.5% | 1,790 | +0.1% | 0.01% | 0.0% |
| UL | Buy | UNILEVER PLCspon adr new | $310,000 | +6.5% | 5,554 | +14.8% | 0.01% | 0.0% |
| XOP | New | SPDR SER TRs&p oilgas exp | $324,000 | – | 3,979 | +100.0% | 0.01% | – |
| NEM | Buy | NEWMONT CORP | $328,000 | +5.8% | 5,444 | +5.1% | 0.01% | -6.7% |
| DISCK | Buy | DISCOVERY INC | $317,000 | +42.2% | 8,614 | +1.3% | 0.01% | +27.3% |
| SYK | Buy | STRYKER CORPORATION | $322,000 | +26.3% | 1,322 | +27.5% | 0.01% | +16.7% |
| EEM | New | ISHARES TRmsci emg mkt etf | $310,000 | – | 5,817 | +100.0% | 0.01% | – |
| TWTR | Buy | TWITTER INC | $272,000 | +19.3% | 4,257 | +1.1% | 0.01% | +9.1% |
| BBEU | Buy | J P MORGAN EXCHANGE-TRADED Fbetbuld europe | $275,000 | +5.0% | 10,058 | +0.3% | 0.01% | -7.7% |
| CHTR | Buy | CHARTER COMMUNICATIONS INC Ncl a | $266,000 | +5.6% | 428 | +12.6% | 0.01% | 0.0% |
| BBCA | Buy | J P MORGAN EXCHANGE-TRADED Fbetabuldrs cda | $267,000 | +10.3% | 9,029 | +0.2% | 0.01% | 0.0% |
| CARR | Buy | CARRIER GLOBAL CORPORATION | $265,000 | +15.2% | 6,269 | +2.2% | 0.01% | +9.1% |
| COF | Buy | CAPITAL ONE FINL CORP | $270,000 | +33.7% | 2,128 | +4.5% | 0.01% | +20.0% |
| FDX | Buy | FEDEX CORP | $268,000 | +19.6% | 942 | +9.3% | 0.01% | +9.1% |
| CMI | New | CUMMINS INC | $283,000 | – | 1,089 | +100.0% | 0.01% | – |
| CCB | New | COASTAL FINL CORP WA | $244,000 | – | 9,320 | +100.0% | 0.01% | – |
| UDR | Buy | UDR INC | $241,000 | +15.3% | 5,491 | +1.1% | 0.01% | +10.0% |
| BP | New | BP PLCsponsored adr | $242,000 | – | 9,953 | +100.0% | 0.01% | – |
| BBJP | Buy | J P MORGAN EXCHANGE-TRADED Fbetbuld japan | $252,000 | +18.3% | 8,851 | +16.4% | 0.01% | +10.0% |
| IJS | New | ISHARES TRsp smcp600vl etf | $245,000 | – | 2,428 | +100.0% | 0.01% | – |
| VCIT | New | VANGUARD SCOTTSDALE FDSint-term corp | $256,000 | – | 2,748 | +100.0% | 0.01% | – |
| YUM | New | YUM BRANDS INC | $249,000 | – | 2,297 | +100.0% | 0.01% | – |
| DUK | Buy | DUKE ENERGY CORP NEW | $256,000 | +9.4% | 2,666 | +4.3% | 0.01% | 0.0% |
| BANX | New | STONECASTLE FINL CORP | $235,000 | – | 11,863 | +100.0% | 0.01% | – |
| YUMC | New | YUM CHINA HLDGS INC | $224,000 | – | 3,784 | +100.0% | 0.01% | – |
| JPST | New | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $239,000 | – | 4,718 | +100.0% | 0.01% | – |
| SPGI | Buy | S&P GLOBAL INC | $231,000 | +13.2% | 653 | +5.8% | 0.01% | 0.0% |
| PRU | New | PRUDENTIAL FINL INC | $207,000 | – | 2,276 | +100.0% | 0.01% | – |
| XLF | New | SELECT SECTOR SPDR TRsbi int-finl | $204,000 | – | 5,991 | +100.0% | 0.01% | – |
| TGT | New | TARGET CORP | $207,000 | – | 1,051 | +100.0% | 0.01% | – |
| KRE | New | SPDR SER TRs&p regl bkg | $202,000 | – | 3,055 | +100.0% | 0.01% | – |
| REGN | Buy | REGENERON PHARMACEUTICALS | $201,000 | +0.5% | 427 | +3.1% | 0.01% | -10.0% |
| NOC | New | NORTHROP GRUMMAN CORP | $213,000 | – | 660 | +100.0% | 0.01% | – |
| MET | New | METLIFE INC | $201,000 | – | 3,308 | +100.0% | 0.01% | – |
| LYFT | New | LYFT INC | $209,000 | – | 3,309 | +100.0% | 0.01% | – |
| CC | New | CHEMOURS CO | $211,000 | – | 7,559 | +100.0% | 0.01% | – |
| WY | New | WEYERHAEUSER CO MTN BE | $209,000 | – | 5,886 | +100.0% | 0.01% | – |
| HEDJ | New | WISDOMTREE TReurope hedged eq | $204,000 | – | 2,809 | +100.0% | 0.01% | – |
| APD | Buy | AIR PRODS & CHEMS INC | $215,000 | +6.4% | 760 | +3.3% | 0.01% | -10.0% |
| LBTYK | New | LIBERTY GLOBAL PLC | $202,000 | – | 7,894 | +100.0% | 0.01% | – |
| BSPE | New | BESPOKE CAP ACQUISITION CORPcl a rest vtg | $100,000 | – | 10,000 | +100.0% | 0.00% | – |
| BTG | New | B2GOLD CORP | $65,000 | – | 15,000 | +100.0% | 0.00% | – |
| ADTX | New | ADITX THERAPEUTICS INC | $26,000 | – | 10,000 | +100.0% | 0.00% | – |
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 2021-05-13
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 |
|---|---|
| N-PX | 2024-08-27 |
| 13F-NT | 2024-08-14 |
| 13F-NT | 2024-05-15 |
| 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 |
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.