Tiedemann Advisors, LLC Sells in Q3 2023

Tiedemann Advisors, LLC

  • $2.31 Billion
  • Q3 2023
Stock Shares change Price Range Shares Held Trade History
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-831K
- 35.33%
$96.73 - $97.56 $80.4M - $81.1M
1.52M $147M
SPMD
Spdr Portfolio

ETFs
-42.6K
- 0.74%
$43.23 - $47.8 $1.84M - $2.04M
5.75M $252M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-41.3K
- 2.15%
$93.72 - $101.39 $3.87M - $4.19M
1.88M $177M
VZ
Verizon Communications Inc

Communication Services
-204K
- 44.81%
$31.46 - $37.48 $6.41M - $7.64M
251K $8.14M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-67.8K
- 28.16%
$43.61 - $46.21 $2.96M - $3.13M
173K $7.57M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-76.4K
- 28.27%
$38.81 - $40.84 $2.97M - $3.12M
194K $7.55M
IAU
Ishares Gold Trust

ETFs
-35.1K
- 2.65%
$34.99 - $37.48 $1.23M - $1.32M
1.29M $45.2M
EMLP
First Tr Exchange Traded Iv

ETFs
-20.9K
- 0.51%
$26.42 - $28.14 $551K - $587K
4.04M $107M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-74.2K
- 54.77%
$30.17 - $33.62 $2.24M - $2.49M
61.3K $1.86M
PLD
Prologis, Inc.

Real Estate
-93
- 0.05%
$111.25 - $129.28 $10.3K - $12K
203K $22.8M
PEP
Pepsico Inc

Consumer Defensive
-6.62K
- 27.81%
$169.44 - $191.6 $1.12M - $1.27M
17.2K $2.91M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-7.12K
- 2.13%
$71.48 - $77.94 $509K - $555K
328K $23.7M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-20K
- 6.8%
$36.1 - $40.81 $721K - $815K
274K $10M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-944
- 1.58%
$392.7 - $420.68 $371K - $397K
58.6K $23M
SWAV
Shockwave Medical, Inc.

Healthcare
-17
- 0.12%
$194.33 - $283.97 $3.3K - $4.83K
14.2K $2.82M
VNQ
Vanguard Specialized Funds Van

ETFs
-3.64K
- 3.32%
$75.44 - $86.89 $274K - $316K
106K $8.02M
MSFT
Microsoft Corp

Technology
-658
- 1.89%
$312.14 - $359.49 $205K - $237K
34.1K $10.8M
PEN
Penumbra Inc

Healthcare
-7
- 0.09%
$240.69 - $338.77 $1.68K - $2.37K
7.8K $1.89M
PRCT
Procept Bio Robotics Corp

Healthcare
-12.8K
- 14.9%
$30.02 - $38.81 $386K - $499K
73.4K $2.41M
IWV
Ishares Russell 3000 ETF

ETFs
-690
- 1.58%
$243.9 - $263.56 $168K - $182K
43.1K $10.6M
EMB
Ishares Tr

ETFs
-4.88K
- 30.29%
$82.42 - $87.68 $402K - $427K
11.2K $925K
GLD
Spdr Gold Trust

ETFs
-1.74K
- 7.52%
$171.45 - $183.67 $298K - $320K
21.4K $3.67M
ACWI
Ishares Msci Acwi ETF

ETFs
-1.45K
- 1.65%
$92.02 - $99.39 $134K - $144K
86.7K $8M
USFR
Wisdomtree Floating Rate Treas

ETFs
-8K
- 19.11%
$50.28 - $50.51 $402K - $404K
33.9K $1.7M
IWM
Ishares Russell 2000 ETF

ETFs
-385
- 1.32%
$174.36 - $198.71 $67.1K - $76.5K
28.8K $5.09M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-223
- 0.66%
$234.05 - $252.17 $52.2K - $56.2K
33.4K $7.85M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-6.46K
- 13.67%
$39.04 - $43.07 $252K - $278K
40.8K $1.6M
IWD
Ishares Russell 1000 Val ETF

ETFs
-165
- 0.52%
$151.73 - $163.56 $25K - $27K
31.3K $4.76M
IGM
Ishares Expanded Tech Sector E

ETFs
-437
- 22.58%
$376.08 - $412.97 $164K - $180K
1.5K $572K
UBER
Uber Technologies, Inc

Technology
-42.1K
- 6.7%
$42.11 - $49.46 $1.77M - $2.08M
587K $27M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-325
- 9.53%
$354.21 - $385.74 $115K - $125K
3.09K $1.11M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.03K
- 6.53%
$103.32 - $110.34 $106K - $113K
14.7K $1.52M
IVW
Ishares S&P 500 Growth ETF

ETFs
-718
- 1.82%
$68.05 - $72.66 $48.9K - $52.2K
38.8K $2.65M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-1.93K
- 9.99%
$45.2 - $47.43 $87.1K - $91.4K
17.4K $787K
VOT
Vanguard Mid Cap Growth Index

ETFs
-128
- 1.64%
$191.65 - $213.93 $24.5K - $27.4K
7.68K $1.5M
V
Visa Inc.

Financial Services
-21
- 0.16%
$229.5 - $248.11 $4.82K - $5.21K
13K $3M
NOW
Service Now, Inc.

Technology
-171
- 13.06%
$541.5 - $605.94 $92.6K - $104K
1.14K $636K
EMR
Emerson Electric CO

Industrials
-1.4K
- 20.26%
$88.24 - $100.12 $124K - $140K
5.51K $532K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-901
- 3.47%
$50.36 - $54.21 $45.4K - $48.8K
25.1K $1.27M
CRM
Salesforce, Inc.

Technology
-149
- 2.08%
$202.49 - $234.37 $30.2K - $34.9K
7.02K $1.42M
AVGO
Broadcom Inc.

Technology
-3
- 0.21%
$808.36 - $922.89 $2.43K - $2.77K
1.45K $1.2M
FNDA
Schwab Fundamental U S Small C

ETFs
-644
- 8.09%
$47.76 - $53.58 $30.8K - $34.5K
7.32K $354K
AOR
Ishares Tr Core Growth Allocat

ETFs
-69
- 0.42%
$49.22 - $52.2 $3.4K - $3.6K
16.5K $813K
MMM
3 M CO

Industrials
-124
- 3.24%
$93.26 - $112.64 $11.6K - $14K
3.7K $346K
NKE
Nike, Inc.

Consumer Cyclical
-1
- 0.04%
$89.42 - $110.48 $89.4 - $110
2.46K $235K
BMY
Bristol Myers Squibb CO

Healthcare
-70
- 1.76%
$57.89 - $64.73 $4.05K - $4.53K
3.91K $226K
AZN
Astrazeneca PLC

Healthcare
-21
- 0.42%
$64.85 - $71.7 $1.36K - $1.51K
5.03K $340K
VLUE
Ishares Msci Usa Value Factor

ETFs
-107
- 3.67%
$90.0 - $97.29 $9.63K - $10.4K
2.81K $254K
GD
General Dynamics Corp

Industrials
-115
- 8.07%
$213.52 - $227.24 $24.6K - $26.1K
1.31K $289K
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
Track This Portfolio

Track Tiedemann Advisors, LLC Portfolio

Follow Tiedemann Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tiedemann Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tiedemann Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email