Tiedemann Advisors, LLC Purchases in Q3 2023

Tiedemann Advisors, LLC

  • $2.31 Billion
  • Q3 2023
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.01M
+ 24.83%
$68.56 - $74.46 $69.4M - $75.4M
5.09M $351M
NEWR
New Relic, Inc.

Technology
412K
New
$65.87 - $85.63 $27.1M - $35.3M
412K $35.3M
XOM
Exxon Mobil Corp

Energy
209K
+ 26.51%
$100.92 - $120.2 $21.1M - $25.1M
997K $117M
SPY
Spdr S&P 500 ETF Trust

ETFs
75.5K
+ 73.28%
$425.88 - $457.79 $32.1M - $34.5M
178K $76.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
84.6K
+ 8.93%
$246.15 - $272.4 $20.8M - $23.1M
1.03M $257M
BNL
Broadstone Net Lease, Inc.

Real Estate
561K
New
$14.13 - $17.05 $7.92M - $9.56M
561K $8.02M
GS
Goldman Sachs Group Inc

Financial Services
24.1K
New
$313.0 - $358.93 $7.54M - $8.65M
24.1K $7.8M
VTI
Vanguard Total Stock Market Et

ETFs
35.5K
+ 7.72%
$211.41 - $228.35 $7.5M - $8.1M
495K $105M
TSLA
Tesla, Inc.

Consumer Cyclical
15.7K
+ 95.48%
$215.49 - $293.34 $3.39M - $4.62M
32.2K $8.06M
LLY
Eli Lilly & CO

Healthcare
4.74K
+ 832.86%
$434.7 - $599.3 $2.06M - $2.84M
5.31K $2.85M
CVX
Chevron Corp

Energy
4.83K
+ 4.07%
$152.88 - $171.04 $738K - $826K
123K $20.8M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
35.4K
+ 20.02%
$68.87 - $74.82 $2.44M - $2.65M
212K $14.7M
GOOG
Alphabet Inc.

Communication Services
6.12K
+ 6.89%
$116.87 - $138.99 $716K - $851K
95K $12.5M
ABBV
Abb Vie Inc.

Healthcare
6.95K
+ 37.4%
$133.59 - $154.65 $929K - $1.07M
25.5K $3.81M
JPM
Jpmorgan Chase & CO

Financial Services
7.98K
+ 34.06%
$143.21 - $158.0 $1.14M - $1.26M
31.4K $4.56M
AMZN
Amazon Com Inc

Consumer Cyclical
9.95K
+ 22.02%
$125.98 - $144.85 $1.25M - $1.44M
55.2K $7.01M
BAC
Bank Of America Corp

Financial Services
33.6K
New
$27.17 - $32.65 $912K - $1.1M
33.6K $918K
MDXG
Mimedx Group, Inc.

Healthcare
103K
+ 987.85%
$6.35 - $8.16 $654K - $840K
113K $826K
CFG
Citizens Financial Group Inc

Financial Services
28K
New
$25.76 - $32.44 $722K - $910K
28K $751K
RL
Ralph Lauren Corp

Consumer Cyclical
5.76K
New
$111.85 - $132.21 $645K - $762K
5.76K $669K
META
Meta Platforms, Inc.

Communication Services
1.84K
+ 21.29%
$283.25 - $325.48 $521K - $598K
10.5K $3.14M
PG
Procter & Gamble CO

Consumer Defensive
4.07K
+ 79.8%
$145.86 - $157.09 $593K - $639K
9.17K $1.34M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 50.0%
$517136.0 - $563073.0 $517K - $563K
3 $1.59M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6.62K
New
$74.99 - $75.99 $496K - $503K
6.62K $497K
SO
Southern CO

Utilities
7.52K
New
$64.72 - $73.09 $487K - $549K
7.52K $486K
WMT
Walmart Inc.

Consumer Defensive
2.67K
+ 14.11%
$153.49 - $165.25 $410K - $442K
21.6K $3.46M
MRK
Merck & Co., Inc.

Healthcare
4.88K
+ 163.32%
$102.95 - $114.33 $502K - $558K
7.87K $810K
ABT
Abbott Laboratories

Healthcare
5.99K
+ 56.04%
$95.53 - $114.62 $572K - $687K
16.7K $1.62M
PM
Philip Morris International Inc.

Consumer Defensive
4.97K
+ 94.12%
$90.32 - $100.49 $448K - $499K
10.2K $948K
IEF
Ishares Barclays

ETFs
4.11K
New
$91.32 - $97.13 $375K - $399K
4.11K $376K
TJX
Tjx Companies Inc

Consumer Cyclical
4.13K
New
$82.7 - $93.59 $341K - $386K
4.13K $366K
MDLZ
Mondelez International, Inc.

Consumer Defensive
5.08K
New
$69.39 - $75.35 $353K - $383K
5.08K $352K
VGIT
Vanguard Intermediate Term Tre

ETFs
6.24K
+ 46.35%
$56.93 - $59.05 $355K - $369K
19.7K $1.13M
BP
Bp PLC

Energy
8.38K
New
$34.79 - $39.48 $291K - $331K
8.38K $324K
VB
Vanguard Small Cap ETF

ETFs
1.95K
+ 38.43%
$186.24 - $208.75 $363K - $407K
7.02K $1.33M
CTVA
Corteva, Inc.

Basic Materials
6.09K
New
$49.08 - $58.0 $299K - $353K
6.09K $311K
IEMG
Ishares Inc

ETFs
6.45K
New
$47.36 - $52.23 $305K - $337K
6.45K $306K
EHC
Encompass Health Corp

Healthcare
4.46K
New
$65.21 - $71.81 $291K - $320K
4.46K $299K
CMCSA
Comcast Corp

Communication Services
6.67K
New
$41.21 - $47.12 $275K - $314K
6.67K $295K
TM
Toyota Motor Corp

Consumer Cyclical
1.61K
New
$158.42 - $195.04 $254K - $313K
1.61K $288K
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
5.81K
+ 154.08%
$50.29 - $55.54 $292K - $323K
9.58K $487K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
366
+ 2.23%
$340.9 - $370.48 $125K - $136K
16.7K $5.86M
AMGN
Amgen Inc

Healthcare
814
+ 73.8%
$218.65 - $271.46 $178K - $221K
1.92K $515K
ACN
Accenture PLC

Technology
865
+ 51.27%
$300.77 - $328.2 $260K - $284K
2.55K $783K
MO
Altria Group, Inc.

Consumer Defensive
6.15K
New
$41.9 - $46.09 $257K - $283K
6.15K $258K
MA
Mastercard Inc

Financial Services
593
+ 9.14%
$388.68 - $417.13 $230K - $247K
7.08K $2.8M
PFE
Pfizer Inc

Healthcare
10.6K
+ 36.23%
$32.09 - $37.51 $341K - $399K
40K $1.33M
EWJ
Ishares Msci Japan ETF

ETFs
4.16K
New
$59.17 - $63.7 $246K - $265K
4.16K $250K
SEE
Sealed Air Corp

Consumer Cyclical
7.49K
New
$31.41 - $46.73 $235K - $350K
7.49K $245K
Activity Summary
Buys All Purchases 133 New Holdings 32 Increased Positions 101 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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