Tiedemann Advisors, LLC Incresed Positions 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
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
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
JNJ
Johnson & Johnson

Healthcare
15.6K
+ 93.34%
$155.75 - $174.48 $2.44M - $2.73M
32.4K $5.05M
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
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
MDXG
Mimedx Group, Inc.

Healthcare
103K
+ 987.85%
$6.35 - $8.16 $654K - $840K
113K $826K
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
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
VGIT
Vanguard Intermediate Term Tre

ETFs
6.24K
+ 46.35%
$56.93 - $59.05 $355K - $369K
19.7K $1.13M
VB
Vanguard Small Cap ETF

ETFs
1.95K
+ 38.43%
$186.24 - $208.75 $363K - $407K
7.02K $1.33M
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
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
NUV
Nuveen Municipal Value Fund Inc

Financial Services
55.4K
+ 10.51%
$8.15 - $8.76 $452K - $486K
583K $4.81M
UNP
Union Pacific Corp

Industrials
1.1K
+ 25.94%
$202.4 - $238.0 $222K - $261K
5.32K $1.08M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
5K
+ 7.0%
$93.48 - $100.86 $467K - $504K
76.3K $7.17M
DIS
Walt Disney CO

Communication Services
3.75K
+ 32.38%
$79.9 - $91.76 $300K - $344K
15.3K $1.24M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2.1K
+ 31.77%
$94.27 - $100.74 $198K - $211K
8.7K $825K
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.01%
$218.73 - $255.75 $219 - $256
8.53K $2.05M
UNH
Unitedhealth Group Inc

Healthcare
204
+ 6.77%
$447.75 - $510.93 $91.3K - $104K
3.22K $1.62M
DD
Du Pont De Nemours, Inc.

Basic Materials
2.18K
+ 64.43%
$69.57 - $78.08 $152K - $170K
5.57K $415K
BX
Blackstone Inc.

Financial Services
211
+ 2.39%
$91.91 - $115.12 $19.4K - $24.3K
9.03K $967K
KO
Coca Cola CO

Consumer Defensive
3.94K
+ 21.41%
$55.81 - $63.05 $220K - $248K
22.3K $1.25M
INTC
Intel Corp

Technology
2.16K
+ 8.37%
$31.85 - $38.86 $68.8K - $84K
28K $994K
COP
Conocophillips

Energy
13
+ 0.19%
$100.34 - $124.5 $1.3K - $1.62K
6.93K $830K
ADBE
Adobe Inc.

Technology
53
+ 1.52%
$481.29 - $564.88 $25.5K - $29.9K
3.54K $1.81M
CVS
Cvs Health Corp

Healthcare
1.28K
+ 17.69%
$65.17 - $76.41 $83.6K - $98K
8.54K $595K
DOW
Dow Inc.

Basic Materials
1.94K
+ 47.41%
$50.25 - $56.47 $97.4K - $109K
6.03K $310K
PSX
Phillips 66

Energy
184
+ 6.76%
$95.4 - $124.28 $17.6K - $22.9K
2.9K $348K
SHEL
Shell PLC

Energy
921
+ 16.39%
$58.53 - $65.82 $53.9K - $60.6K
6.54K $420K
SLV
I Shares Silver Trust

ETFs
4.3K
+ 28.77%
$20.34 - $23.1 $87.5K - $99.3K
19.2K $391K
CSCO
Cisco Systems, Inc.

Technology
1.13K
+ 12.46%
$50.38 - $57.84 $56.8K - $65.2K
10.2K $547K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.3K
+ 20.12%
$74.65 - $81.1 $96.7K - $105K
7.73K $581K
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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