Tiedemann Advisors, LLC has filed its 13F form on November 14, 2023 for Q3 2023 where it was disclosed a total value porftolio of $2.31 Billion distributed in 272 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Msci Eafe ETF with a value of $351M, Ishares Core S&P Mid Cap ETF with a value of $257M, Spdr Portfolio with a value of $252M, Ishares Core S&P Total U.S. St with a value of $177M, and Ishares Barclays 0 5 Year Tips with a value of $147M.

Examining the 13F form we can see an decrease of $26.3M in the current position value, from $2.33B to 2.31B.

Below you can find more details about Tiedemann Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.31 Billion
ETFs: $1.79 Billion
Technology: $143 Million
Energy: $141 Million
Communication Services: $57.9 Million
Financial Services: $52.5 Million
Real Estate: $36.2 Million
Healthcare: $33.5 Million
Consumer Cyclical: $24.6 Million
Other: $28.9 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 272
  • Current Value $2.31 Billion
  • Prior Value $2.33 Billion
  • Filing
  • Period Q3 2023
  • Filing Date November 14, 2023
  • Form Type 13F-HR
  • Activity in Q3 2023
  • New Purchases 32 stocks
  • Additional Purchases 101 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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