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Asset Manager ← All Institutions

TIEDEMANN ADVISORS, LLC

Q3 2023 · Filed 2023-11-14
Market Value
$2.3B
-0.8%
Holdings
281
+14
New Purchases
31
Added To
99
Closed
15
Reduced
59
Top 10 Concentration
70.3%
Turnover
16.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
EFA 15.06% 12.59% +2.48% $351M
NEWR 1.51% 0.00% +1.51% $35M
XOM 5.04% 3.60% +1.44% $117M
SPY 3.29% 1.95% +1.34% $77M
IJH 11.10% 10.55% +0.55% $259M
BNL 0.35% 0.00% +0.35% $8M
GS 0.33% 0.00% +0.33% $8M
VTI 4.51% 4.31% +0.20% $105M
TSLA 0.35% 0.18% +0.16% $8M
LLY 0.12% 0.01% +0.11% $3M
EIPX 0.72% 0.62% +0.11% $17M
CVX 0.89% 0.79% +0.10% $21M
JNJ 0.22% 0.12% +0.10% $5M
GOOGL 1.27% 1.18% +0.09% $30M
VUSB 0.09% 0.00% +0.09% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
STIP 6.33% 9.77% -3.44% $147M
SMPL 0.00% 2.79% -2.79% $0
SUB 0.00% 0.56% -0.56% $0
SPMD 10.81% 11.32% -0.51% $252M
VZ 0.35% 0.72% -0.37% $8M
ITOT 7.65% 8.01% -0.37% $178M
VMBS 0.33% 0.47% -0.15% $8M
AOM 0.32% 0.47% -0.14% $8M
AAPL 1.17% 1.29% -0.12% $27M
IAU 1.94% 2.06% -0.11% $45M
ESGE 0.08% 0.18% -0.10% $2M
CFLT 0.54% 0.64% -0.10% $13M
FNDX 0.27% 0.35% -0.09% $6M
EMLP 4.58% 4.67% -0.09% $107M
PLD 0.98% 1.06% -0.08% $23M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 54 $554M 23.8%
Large Cap 159 $1.5B 66.0%
Mid Cap 28 $170M 7.3%
Small Cap 30 $66M 2.8%
Micro Cap 10 $2M 0.1%

Portfolio Analytics

Avg Market Cap
$224.6B
Median Market Cap
$52.4B
Avg P/E
30.8
Median P/E
23.8
Avg Dividend Yield
0.02%
Avg Beta
0.89
# Stocks
166
# ETFs / Funds
115

Top Holdings (281 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 EFA 15.06% 5,090,731 $351M $68.92 $55M +1,012,561 +24.8%
2 IJH 11.10% 1,032,262 $259M $250.48 $11M +84,637 +8.9%
3 SPMD 10.81% 5,749,413 $252M $43.79 -$14M -42,626 -0.7%
4 ITOT 7.65% 1,882,670 $178M $94.63 -$10M -41,318 -2.1%
5 STIP 6.33% 1,520,895 $147M $96.92 -$82M -831,050 -35.3%
6 XOM 5.04% 997,436 $117M $117.58 $33M +209,039 +26.5%
7 EMLP 4.58% 4,039,256 $107M $26.42 -$3M -20,859 -0.5%
8 VTI 4.51% 494,534 $105M $212.41 $4M +35,457 +7.7%
9 SPY 3.29% 178,438 $77M $429.07 $31M +75,464 +73.3%
10 IAU 1.94% 1,292,064 $45M $34.99 -$3M -35,122 -2.6%
11 NEWR 1.51% 412,043 $35M $85.62 +412,043 NEW
12 GOOGL 1.27% 226,216 $30M $130.90 $2M -5,775 -2.5%
13 AAPL 1.17% 158,695 $27M $171.19 -$3M +2,551 +1.6%
14 UBER 1.16% 586,655 $27M $45.99 -$163K -42,100 -6.7%
15 IJK 1.02% 327,886 $24M $72.50 -$1M -7,119 -2.1%
16 VOO 0.99% 58,615 $23M $394.19 -$1M -944 -1.6%
17 PLD 0.98% 203,260 $23M $112.21 -$2M -93 -0.1%
18 CVX 0.89% 123,400 $21M $168.62 $2M +4,827 +4.1%
19 EIPX 0.72% 797,670 $17M $21.10 $2M +79,505 +11.1%
20 IVV 0.72% 38,946 $17M $431.41 -$324K +522 +1.4%
21 ESGD 0.63% 212,411 $15M $69.13 $2M +35,433 +20.0%
22 GOOG 0.54% 95,022 $13M $131.85 $2M +6,124 +6.9%
23 CFLT 0.54% 422,435 $13M $29.61 -$2M
24 MSFT 0.46% 34,082 $11M $315.76 -$1M -658 -1.9%
25 IWV 0.45% 43,067 $11M $246.07 -$538K -690 -1.6%
26 MUB 0.44% 100,548 $10M $102.54 $55K +4,464 +4.7%
27 ORCL 0.44% 95,827 $10M $105.92 -$1M
28 NUMG 0.43% 274,006 $10M $36.66 -$1M -19,977 -6.8%
29 SDY 0.40% 80,703 $9M $115.01 -$611K
30 BNL 0.35% 560,820 $8M $14.58 +560,820 NEW
31 IQLT 0.35% 242,671 $8M $33.61 -$483K
32 VZ 0.35% 251,060 $8M $32.41 -$9M -203,867 -44.8%
33 VNQ 0.35% 105,976 $8M $76.38 -$1M -3,638 -3.3%
34 TSLA 0.35% 32,225 $8M $250.22 $4M +15,740 +95.5%
35 ACWI 0.34% 86,655 $8M $92.37 -$449K -1,452 -1.6%
36 IWB 0.34% 33,403 $8M $235.91 -$316K -223 -0.7%
37 GS 0.33% 24,095 $8M $323.57 +24,095 NEW
38 VMBS 0.33% 172,956 $8M $43.78 -$4M -67,799 -28.2%
39 AOM 0.32% 193,916 $8M $38.93 -$3M -76,436 -28.3%
40 ESGU 0.31% 76,317 $7M $94.31 $246K +4,995 +7.0%
41 AMZN 0.30% 55,150 $7M $127.02 $1M +9,952 +22.0%
42 DNUT 0.28% 520,840 $6M $12.47 -$1M
43 FNDX 0.27% 110,497 $6M $55.97 -$2M -33,760 -23.4%
44 BRK-B 0.25% 16,742 $6M $350.30 $281K +366 +2.2%
45 HTBK 0.23% 637,039 $5M $8.47 $120K -102 -0.0%
46 VUG 0.23% 19,568 $5M $272.32 -$205K +11 +0.1%
47 IWM 0.22% 28,825 $5M $177.57 -$352K -385 -1.3%
48 IWF 0.22% 18,978 $5M $266.52 $32K +714 +3.9%
49 JNJ 0.22% 32,407 $5M $155.81 $2M +15,645 +93.3%
50 NUV 0.21% 582,908 $5M $8.29 $227K +55,433 +10.5%
51 IWD 0.21% 31,332 $5M $152.81 -$183K -165 -0.5%
52 JPM 0.20% 31,423 $5M $145.02 $1M +7,983 +34.1%
53 VTV 0.19% 32,063 $4M $137.93 -$123K +79 +0.2%
54 CME 0.17% 19,533 $4M $200.22 $292K
55 ABBV 0.16% 25,535 $4M $149.63 $1M +6,951 +37.4%
56 PRVA 0.16% 162,615 $4M $23.00 -$506K
57 GLD 0.16% 21,413 $4M $171.45 -$456K -1,740 -7.5%
58 QUAL 0.16% 27,661 $4M $132.22 -$73K
59 WMT 0.15% 21,631 $3M $159.93 $480K +2,674 +14.1%
60 SNOW 0.15% 22,218 $3M $152.77 -$401K +652 +3.0%
61 META 0.13% 10,471 $3M $300.21 $666K +1,838 +21.3%
62 V 0.13% 13,034 $3M $230.34 -$98K -21 -0.2%
63 CRBN 0.13% 19,899 $3M $150.25 -$122K
64 PEP 0.13% 17,196 $3M $169.45 -$1M -6,623 -27.8%
65 LLY 0.12% 5,308 $3M $537.13 $3M +4,739 +832.9%
66 SWAV 0.12% 14,166 $3M $199.10 -$1M -17 -0.1%
67 MA 0.12% 7,084 $3M $395.93 $252K +593 +9.1%
68 IVW 0.11% 38,774 $3M $68.64 -$122K -718 -1.8%
69 VEA 0.11% 59,467 $3M $43.72 -$102K +959 +1.6%
70 PRCT 0.10% 73,388 $2M $32.81 -$641K -12,848 -14.9%
71 WBD 0.09% 201,490 $2M $10.86 -$339K
72 GUNR 0.09% 52,169 $2M $40.44 $34K +369 +0.7%
73 ADP 0.09% 8,533 $2M $241.82 $178K +1 +0.0%
74 VUSB 0.09% 40,600 $2M $49.18 +40,600 NEW
75 IDV 0.08% 73,953 $2M $25.91 -$31K
76 PEN 0.08% 7,804 $2M $241.91 -$800K -7 -0.1%
77 ESGE 0.08% 61,262 $2M $30.28 -$2M -74,169 -54.8%
78 IEFA 0.08% 28,310 $2M $64.35 $68K +2,335 +9.0%
79 MCD 0.08% 6,897 $2M $263.41 -$209K +108 +1.6%
80 ADBE 0.08% 3,540 $2M $509.90 $100K +53 +1.5%
81 VXUS 0.08% 33,691 $2M $53.52 -$86K
82 RSP 0.08% 12,517 $2M $141.69 -$91K +56 +0.5%
83 ICE 0.08% 15,952 $2M $110.02 -$49K
84 USFR 0.07% 33,871 $2M $50.32 -$403K -8,000 -19.1%
85 ASAN 0.07% 92,319 $2M $18.31 -$344K
86 QCOM 0.07% 14,995 $2M $111.06 -$98K +182 +1.2%
87 VO 0.07% 7,921 $2M $208.24 -$94K
88 VT 0.07% 17,612 $2M $93.18 -$64K +30 +0.2%
89 UNH 0.07% 3,218 $2M $504.14 $174K +204 +6.8%
90 ABT 0.07% 16,685 $2M $96.85 $450K +5,992 +56.0%
91 VWO 0.07% 40,791 $2M $39.21 -$323K -6,460 -13.7%
92 SBUX 0.07% 17,475 $2M $91.27 -$118K +182 +1.1%
93 BRK-A 0.07% 3 $2M $531,477.00 $559K +1 +50.0%
94 HDV 0.07% 15,662 $2M $99.97 -$13K
95 VYM 0.07% 14,668 $2M $103.32 -$149K -1,025 -6.5%
96 VOT 0.06% 7,679 $1M $194.77 -$111K -128 -1.6%
97 CRM 0.06% 7,018 $1M $202.86 -$90K -149 -2.1%
98 PG 0.06% 9,166 $1M $145.86 $564K +4,068 +79.8%
99 VB 0.06% 7,024 $1M $189.08 $319K +1,950 +38.4%
100 PFE 0.06% 40,000 $1M $33.17 $250K +10,638 +36.2%

New Positions

SymbolValue% Port
NEWR $35M 1.51%
BNL $8M 0.35%
GS $8M 0.33%
VUSB $2M 0.09%
BAC $919K 0.04%
CFG $752K 0.03%
RL $673K 0.03%
VCSH $497K 0.02%
SO $486K 0.02%
IEF $376K 0.02%
TJX $367K 0.02%
MDLZ $355K 0.02%
BP $324K 0.01%
CTVA $312K 0.01%
IEMG $307K 0.01%

Sold Out Positions

SymbolValue% Port
FTK —%
ACEL —%
AXP —%
LPX —%
IIIV —%
DFUS —%
EWQ —%
SMPL —%
SCHD —%
SPIB —%
SUB —%
NUHY —%
SWAN —%
TWOU —%
PLYA —%
View SEC EDGAR Filings for TIEDEMANN ADVISORS, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms