Tiedemann Advisors, LLC New Holdings in Q3 2023

Tiedemann Advisors, LLC

  • $2.31 Billion
  • Q3 2023
Stock Shares change Price Range Shares Held Trade History
NEWR
New Relic, Inc.

Technology
412K
New
$65.87 - $85.63 $27.1M - $35.3M
412K $35.3M
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
BAC
Bank Of America Corp

Financial Services
33.6K
New
$27.17 - $32.65 $912K - $1.1M
33.6K $918K
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
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
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
BP
Bp PLC

Energy
8.38K
New
$34.79 - $39.48 $291K - $331K
8.38K $324K
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
MO
Altria Group, Inc.

Consumer Defensive
6.15K
New
$41.9 - $46.09 $257K - $283K
6.15K $258K
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
ABNB
Airbnb, Inc.

Consumer Cyclical
1.76K
New
$124.0 - $153.33 $218K - $269K
1.76K $240K
DE
Deere & CO

Industrials
631
New
$377.38 - $446.33 $238K - $282K
631 $238K
UPS
United Parcel Service Inc

Industrials
1.53K
New
$151.9 - $188.34 $232K - $287K
1.53K $237K
TXN
Texas Instruments Inc

Technology
1.48K
New
$157.96 - $186.08 $233K - $274K
1.48K $234K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
4.01K
New
$58.09 - $63.16 $233K - $253K
4.01K $233K
UL
Unilever PLC

Consumer Defensive
4.69K
New
$48.8 - $54.19 $229K - $254K
4.69K $231K
COF
Capital One Financial Corp

Financial Services
2.21K
New
$95.49 - $117.96 $211K - $260K
2.21K $213K
NVT
N Vent Electric PLC

Industrials
3.86K
New
$49.61 - $58.21 $191K - $224K
3.86K $204K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.63K
New
$115.77 - $136.89 $189K - $224K
1.63K $200K
RGTI
Rigetti Computing, Inc.

Technology
21.7K
New
$1.31 - $3.25 $28.4K - $70.5K
21.7K $28K
Flotek Inds Inc Del
25.8K
New
N/A
25.8K $0
VUSB
Vanguard Bd Index Fds
40.6K
New
N/A
40.6K $0
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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