Asset Manager
← All Institutions
TIEDEMANN ADVISORS, LLC
Market Value
$0
-100.0%
Holdings
266
-15
New Purchases
0
Added To
0
Closed
266
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 53 | $0 | 0% |
| Large Cap | 155 | $0 | 0% |
| Mid Cap | 27 | $0 | 0% |
| Small Cap | 24 | $0 | 0% |
| Micro Cap | 7 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$235.9B
Median Market Cap
$56.9B
Avg P/E
30.8
Median P/E
23.5
Avg Dividend Yield
0.02%
Avg Beta
0.89
# Stocks
158
# ETFs / Funds
108
Top Holdings (266 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | LHX | —% | — | — | — | -$302K | -1,752 | -100.0% | SOLD |
| 2 | YUM | —% | — | — | — | -$296K | -2,368 | -100.0% | SOLD |
| 3 | NVT | —% | — | — | — | -$204K | -3,856 | -100.0% | SOLD |
| 4 | ACN | —% | — | — | — | -$775K | -2,552 | -100.0% | SOLD |
| 5 | BRK-A | —% | — | — | — | -$2M | -3 | -100.0% | SOLD |
| 6 | DIS | —% | — | — | — | -$1M | -15,332 | -100.0% | SOLD |
| 7 | CVX | —% | — | — | — | -$21M | -123,400 | -100.0% | SOLD |
| 8 | ED | —% | — | — | — | -$791K | -9,250 | -100.0% | SOLD |
| 9 | FDX | —% | — | — | — | -$229K | -862 | -100.0% | SOLD |
| 10 | ALL | —% | — | — | — | -$350K | -3,120 | -100.0% | SOLD |
| 11 | UBER | —% | — | — | — | -$27M | -586,655 | -100.0% | SOLD |
| 12 | CVS | —% | — | — | — | -$597K | -8,535 | -100.0% | SOLD |
| 13 | FRT | —% | — | — | — | -$1M | -13,841 | -100.0% | SOLD |
| 14 | MO | —% | — | — | — | -$264K | -6,145 | -100.0% | SOLD |
| 15 | BMY | —% | — | — | — | -$227K | -3,909 | -100.0% | SOLD |
| 16 | XOM | —% | — | — | — | -$117M | -997,436 | -100.0% | SOLD |
| 17 | CFG | —% | — | — | — | -$752K | -28,043 | -100.0% | SOLD |
| 18 | AMT | —% | — | — | — | -$964K | -5,924 | -100.0% | SOLD |
| 19 | PSX | —% | — | — | — | -$349K | -2,904 | -100.0% | SOLD |
| 20 | MAIN | —% | — | — | — | -$380K | -9,350 | -100.0% | SOLD |
| 21 | CARR | —% | — | — | — | -$240K | -4,345 | -100.0% | SOLD |
| 22 | BNL | —% | — | — | — | -$8M | -560,820 | -100.0% | SOLD |
| 23 | SNOW | —% | — | — | — | -$3M | -22,218 | -100.0% | SOLD |
| 24 | ICE | —% | — | — | — | -$2M | -15,952 | -100.0% | SOLD |
| 25 | AFL | —% | — | — | — | -$269K | -3,500 | -100.0% | SOLD |
| 26 | STEM | —% | — | — | — | -$924K | -217,940 | -100.0% | SOLD |
| 27 | TALO | —% | — | — | — | -$329K | -20,000 | -100.0% | SOLD |
| 28 | GS | —% | — | — | — | -$8M | -24,095 | -100.0% | SOLD |
| 29 | HD | —% | — | — | — | -$404K | -1,338 | -100.0% | SOLD |
| 30 | DSL | —% | — | — | — | -$414K | -35,329 | -100.0% | SOLD |
| 31 | EHC | —% | — | — | — | -$300K | -4,463 | -100.0% | SOLD |
| 32 | ABBV | —% | — | — | — | -$4M | -25,535 | -100.0% | SOLD |
| 33 | DHR | —% | — | — | — | -$401K | -1,616 | -100.0% | SOLD |
| 34 | CRM | —% | — | — | — | -$1M | -7,018 | -100.0% | SOLD |
| 35 | KIO | —% | — | — | — | -$239K | -20,000 | -100.0% | SOLD |
| 36 | SPG | —% | — | — | — | -$627K | -5,800 | -100.0% | SOLD |
| 37 | RL | —% | — | — | — | -$673K | -5,763 | -100.0% | SOLD |
| 38 | ABT | —% | — | — | — | -$2M | -16,685 | -100.0% | SOLD |
| 39 | NOW | —% | — | — | — | -$636K | -1,138 | -100.0% | SOLD |
| 40 | KO | —% | — | — | — | -$1M | -22,329 | -100.0% | SOLD |
| 41 | VZ | —% | — | — | — | -$8M | -251,060 | -100.0% | SOLD |
| 42 | LOW | —% | — | — | — | -$1M | -5,427 | -100.0% | SOLD |
| 43 | NKE | —% | — | — | — | -$236K | -2,463 | -100.0% | SOLD |
| 44 | SHEL | —% | — | — | — | -$421K | -6,539 | -100.0% | SOLD |
| 45 | UPS | —% | — | — | — | -$238K | -1,526 | -100.0% | SOLD |
| 46 | PEN | —% | — | — | — | -$2M | -7,804 | -100.0% | SOLD |
| 47 | PFE | —% | — | — | — | -$1M | -40,000 | -100.0% | SOLD |
| 48 | IBM | —% | — | — | — | -$245K | -1,749 | -100.0% | SOLD |
| 49 | GL | —% | — | — | — | -$440K | -4,050 | -100.0% | SOLD |
| 50 | DE | —% | — | — | — | -$239K | -631 | -100.0% | SOLD |
| 51 | SO | —% | — | — | — | -$486K | -7,517 | -100.0% | SOLD |
| 52 | DD | —% | — | — | — | -$416K | -5,571 | -100.0% | SOLD |
| 53 | PM | —% | — | — | — | -$961K | -10,240 | -100.0% | SOLD |
| 54 | CPNG | —% | — | — | — | -$225K | -13,219 | -100.0% | SOLD |
| 55 | TJX | —% | — | — | — | -$367K | -4,129 | -100.0% | SOLD |
| 56 | SYK | —% | — | — | — | -$218K | -796 | -100.0% | SOLD |
| 57 | DOW | —% | — | — | — | -$311K | -6,026 | -100.0% | SOLD |
| 58 | CAT | —% | — | — | — | -$309K | -1,131 | -100.0% | SOLD |
| 59 | CCI | —% | — | — | — | -$1M | -11,102 | -100.0% | SOLD |
| 60 | UL | —% | — | — | — | -$232K | -4,688 | -100.0% | SOLD |
| 61 | BX | —% | — | — | — | -$976K | -9,028 | -100.0% | SOLD |
| 62 | JPM | —% | — | — | — | -$5M | -31,423 | -100.0% | SOLD |
| 63 | PLD | —% | — | — | — | -$23M | -203,260 | -100.0% | SOLD |
| 64 | COF | —% | — | — | — | -$214K | -2,205 | -100.0% | SOLD |
| 65 | SCHW | —% | — | — | — | -$785K | -14,348 | -100.0% | SOLD |
| 66 | PG | —% | — | — | — | -$1M | -9,166 | -100.0% | SOLD |
| 67 | CTVA | —% | — | — | — | -$312K | -6,094 | -100.0% | SOLD |
| 68 | V | —% | — | — | — | -$3M | -13,034 | -100.0% | SOLD |
| 69 | EPD | —% | — | — | — | -$1M | -40,036 | -100.0% | SOLD |
| 70 | CMI | —% | — | — | — | -$247K | -1,080 | -100.0% | SOLD |
| 71 | EW | —% | — | — | — | -$349K | -5,032 | -100.0% | SOLD |
| 72 | TMO | —% | — | — | — | -$335K | -661 | -100.0% | SOLD |
| 73 | SGI | —% | — | — | — | -$280K | -6,461 | -100.0% | SOLD |
| 74 | EVF | —% | — | — | — | -$109K | -18,549 | -100.0% | SOLD |
| 75 | UNP | —% | — | — | — | -$1M | -5,317 | -100.0% | SOLD |
| 76 | UNM | —% | — | — | — | -$225K | -4,579 | -100.0% | SOLD |
| 77 | COP | —% | — | — | — | -$834K | -6,931 | -100.0% | SOLD |
| 78 | MMM | —% | — | — | — | -$346K | -3,700 | -100.0% | SOLD |
| 79 | LLY | —% | — | — | — | -$3M | -5,308 | -100.0% | SOLD |
| 80 | AZO | —% | — | — | — | -$602K | -237 | -100.0% | SOLD |
| 81 | NVO | —% | — | — | — | -$392K | -4,314 | -100.0% | SOLD |
| 82 | MA | —% | — | — | — | -$3M | -7,084 | -100.0% | SOLD |
| 83 | BP | —% | — | — | — | -$324K | -8,375 | -100.0% | SOLD |
| 84 | MRK | —% | — | — | — | -$816K | -7,868 | -100.0% | SOLD |
| 85 | MCD | —% | — | — | — | -$2M | -6,897 | -100.0% | SOLD |
| 86 | TM | —% | — | — | — | -$288K | -1,605 | -100.0% | SOLD |
| 87 | JNJ | —% | — | — | — | -$5M | -32,407 | -100.0% | SOLD |
| 88 | ASAN | —% | — | — | — | -$2M | -92,319 | -100.0% | SOLD |
| 89 | BAC | —% | — | — | — | -$919K | -33,561 | -100.0% | SOLD |
| 90 | EMR | —% | — | — | — | -$534K | -5,510 | -100.0% | SOLD |
| 91 | GD | —% | — | — | — | -$289K | -1,310 | -100.0% | SOLD |
| 92 | DEO | —% | — | — | — | -$780K | -5,141 | -100.0% | SOLD |
| 93 | UNH | —% | — | — | — | -$2M | -3,218 | -100.0% | SOLD |
| 94 | NUV | —% | — | — | — | -$5M | -582,908 | -100.0% | SOLD |
| 95 | RTX | —% | — | — | — | -$428K | -5,949 | -100.0% | SOLD |
| 96 | TGT | —% | — | — | — | -$358K | -3,240 | -100.0% | SOLD |
| 97 | PPG | —% | — | — | — | -$261K | -2,010 | -100.0% | SOLD |
| 98 | PNC | —% | — | — | — | -$201K | -1,634 | -100.0% | SOLD |
| 99 | JD | —% | — | — | — | -$322K | -11,042 | -100.0% | SOLD |
| 100 | AFRM | —% | — | — | — | -$286K | -13,454 | -100.0% | SOLD |