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Tiedemann Advisors, Llc

Portfolio Manager
Luke Ellis
Performance
0% (N/A)
AUM (13F)
$2.33B
# of Holdings
272
Performance Rank
N/A
Allocation (Top 20)
N/A

Tiedemann Advisors, Llc Holdings Map

Top 50 Tiedemann Advisors, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
EFA
ISHARES TR
15.04%5.09M$350.9M
+24.83%(+1.01M)
2022-Q3: 162.8K shares2022-Q4: 213.5K shares2023-Q1: 2.38M shares2023-Q2: 4.08M shares2023-Q3: 5.09M shares2023-09-30
IJH
ISHARES TR
11.09%1.03M$258.6M
+8.93%(+84.64K)
2022-Q3: 990.3K shares2022-Q4: 997.9K shares2023-Q1: 962.0K shares2023-Q2: 947.6K shares2023-Q3: 1.03M shares2023-09-30
SPMD
SPDR SER TR
10.8%5.75M$251.8M
-0.74%(-42.63K)
2022-Q3: 6.84M shares2022-Q4: 6.79M shares2023-Q1: 6.00M shares2023-Q2: 5.79M shares2023-Q3: 5.75M shares2023-09-30
ITOT
ISHARES TR
7.64%1.88M$178.2M
-2.15%(-41.32K)
2022-Q3: 2.17M shares2022-Q4: 2.14M shares2023-Q1: 2.07M shares2023-Q2: 1.92M shares2023-Q3: 1.88M shares2023-09-30
STIP
ISHARES TR
6.32%1.52M$147.4M
-35.33%(-831.05K)
2022-Q3: 8.9K shares2022-Q4: 1.61M shares2023-Q1: 2.11M shares2023-Q2: 2.35M shares2023-Q3: 1.52M shares2023-09-30
XOM
EXXON MOBIL CORP
5.03%997.4K$117.3M
+26.51%(+209.04K)
2022-Q3: 808.2K shares2022-Q4: 810.7K shares2023-Q1: 787.0K shares2023-Q2: 788.4K shares2023-Q3: 997.4K shares2023-09-30
EMLP
FIRST TR EXCHANGE-TRADED FD
4.58%4.04M$106.7M
-0.51%(-20.86K)
2022-Q3: 5.16M shares2022-Q4: 5.45M shares2023-Q1: 4.61M shares2023-Q2: 4.06M shares2023-Q3: 4.04M shares2023-09-30
VTI
VANGUARD INDEX FDS
4.5%494.5K$105.0M
+7.72%(+35.46K)
2022-Q3: 448.4K shares2022-Q4: 471.7K shares2023-Q1: 462.5K shares2023-Q2: 459.1K shares2023-Q3: 494.5K shares2023-09-30
SPY
SPDR S&P 500 ETF TR
3.28%178.4K$76.6M
+73.28%(+75.46K)
2022-Q3: 105.7K shares2022-Q4: 105.7K shares2023-Q1: 102.2K shares2023-Q2: 103.0K shares2023-Q3: 178.4K shares2023-09-30
IAU
ISHARES GOLD TR
1.94%1.29M$45.2M
-2.65%(-35.12K)
2022-Q3: 1.60M shares2022-Q4: 1.36M shares2023-Q1: 1.33M shares2023-Q2: 1.33M shares2023-Q3: 1.29M shares2023-09-30

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