StockDriftsStockDriftsTop 50 Tiedemann Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| EFA | ISHARES TR | 15.04% | 5.09M | $350.9M | +24.83%(+1.01M) | — | 2023-09-30 | |
| IJH | ISHARES TR | 11.09% | 1.03M | $258.6M | +8.93%(+84.64K) | — | 2023-09-30 | |
| SPMD | SPDR SER TR | 10.8% | 5.75M | $251.8M | -0.74%(-42.63K) | — | 2023-09-30 | |
| ITOT | ISHARES TR | 7.64% | 1.88M | $178.2M | -2.15%(-41.32K) | — | 2023-09-30 | |
| STIP | ISHARES TR | 6.32% | 1.52M | $147.4M | -35.33%(-831.05K) | — | 2023-09-30 | |
| XOM | EXXON MOBIL CORP | 5.03% | 997.4K | $117.3M | +26.51%(+209.04K) | — | 2023-09-30 | |
| EMLP | FIRST TR EXCHANGE-TRADED FD | 4.58% | 4.04M | $106.7M | -0.51%(-20.86K) | — | 2023-09-30 | |
| VTI | VANGUARD INDEX FDS | 4.5% | 494.5K | $105.0M | +7.72%(+35.46K) | — | 2023-09-30 | |
| SPY | SPDR S&P 500 ETF TR | 3.28% | 178.4K | $76.6M | +73.28%(+75.46K) | — | 2023-09-30 | |
| IAU | ISHARES GOLD TR | 1.94% | 1.29M | $45.2M | -2.65%(-35.12K) | — | 2023-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Tiedemann Advisors, Llc reports $2.33B in US-listed equity holdings across 272 positions in its most recent 13F filing. Its largest disclosed positions are EFA (15.0%), IJH (11.1%) and SPMD (10.8%). Figures reflect the Q3 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Tiedemann Advisors, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1483232). View Tiedemann Advisors, Llc’s 13F filings on SEC