TIEDEMANN ADVISORS, LLC

13F Portfolio Filings

Most recent 13F
Q3 2023
Location
New York, NY
CIK
0001483232
Alternate names
TIEDEMANN WEALTH MANAGEMENT, LLC
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2023 272 2,332,164 EFA, IJH, SPMD, ITOT 13F-HR 11/14/2023 000108514623004390
Q2 2023 255 2,351,771 EFA, SPMD, IJH, STIP 13F-HR 7/20/2023 000108514623002780
Q1 2023 247 2,200,922 SPMD, IJH, STIP, ITOT 13F-HR 4/26/2023 000108514623001887
Q4 2022 241 2,087,714 SPMD, IJH, ITOT, STIP 13F-HR 2/8/2023 000108514623000812
Q3 2022 232 1,649,423 SPMD, IJH, ITOT, EMLP 13F-HR 10/28/2022 000108514622003635
Q2 2022 232 1,328,711 SPMD, EMLP, VTI, IAU 13F-HR 8/2/2022 000108514622002726
Q1 2022 286 1,968,270 SPMD, IJH, ITOT, VTI 13F-HR 4/26/2022 000108514622001584
Q4 2021 278 2,051,040 SPMD, IJH, ITOT, VTI 13F-HR 2/8/2022 000108514622000660
Q3 2021 296 1,876,727 SPMD, IJH, ITOT, VTI 13F-HR 11/12/2021 000108514621003174
Q2 2021 359 2,496,349 SPMD, IJH, ORCL, ITOT 13F-HR 8/12/2021 000108514621002409
Q1 2021 329 2,283,187 SPMD, IJH, ORCL, ITOT 13F-HR 5/13/2021 000108514621001607
Q4 2020 315 2,066,100 SPMD, IJH, ORCL, ITOT 13F-HR 2/16/2021 000108514621000756
Q3 2020 313 2,070,471 SPMD, IJH, ORCL, ITOT 13F-HR 11/12/2020 000108514620002865
Q2 2020 293 1,882,175 SPMD, IJH, ORCL, EMLP RESTATEMENT 11/12/2020 000108514620002867
Q1 2020 292 1,544,960 SPMD, ORCL, IJH, VTI 13F-HR 5/7/2020 000108514620001320
Q4 2019 297 2,085,807 DVP, EMLP, ORCL, ITOT 13F-HR 2/12/2020 000108514620000597
Q3 2019 299 2,082,424 DVP, EMLP, ORCL, AOM 13F-HR 11/6/2019 000108514619002745
Q2 2019 291 1,996,136 DVP, EMLP, ORCL, VGSH 13F-HR 8/13/2019 000108514619002248
Q1 2019 444 2,122,179 DVP, EMLP, ORCL, ITOT 13F-HR 5/13/2019 000108514619001491
Q4 2018 419 1,955,995 DVP, EMLP, ORCL, AOM 13F-HR 2/13/2019 000108514619000622
Q3 2018 308 1,689,937 DVP, ORCL, EMLP, AOM 13F-HR 11/13/2018 000108514618002628
Q2 2018 295 1,565,786 DVP, ORCL, EMLP, AOM RESTATEMENT 8/15/2018 000108514618002165
Q1 2018 264 1,461,946 MOH, ORCL, DVP, AOM 13F-HR 5/11/2018 000108514618001326
Q4 2017 223 1,307,310 ORCL, MOH, DVP, AOM 13F-HR 2/14/2018 000108514618000885
Q3 2017 343 1,112,643 MOH, DVP, AOM, ITOT RESTATEMENT 11/28/2017 000108514617002512
Q2 2017 445 1,375,757 MOH, DVP, AOM, MO 13F-HR 8/14/2017 000121465917005043
Q1 2017 398 1,191,954 MOH, AOM, DVP, XOM 13F-HR 5/9/2017 000121465917003122
Q4 2016 323 1,003,844 MOH, AOM, XOM, EPD RESTATEMENT 5/10/2017 000121465917003168
Q3 2016 129 480,681 XOM, DVP, IJH, AOM 13F-HR 11/9/2016 000121465916014491
Q2 2016 57 104,122 IJH, XLP, DVP, DOUBLE LINE CORE FIX INCOME-I 13F-HR 8/12/2016 000121465916013163
Q1 2016 61 126,331 SPY, XLP, IJH, DVP 13F-HR 5/5/2016 000121465916011267
Q4 2015 56 259,473 IVW, SPY, XLP, GUGGENHEIM S&P 500 PURE VALUE ETF 13F-HR 1/28/2016 000121465916009116
Q3 2015 45 129,682 XLP, DVP, DXJ, EFA 13F-HR 10/21/2015 000121465915007179
Q2 2015 31 97,611 XLP, DVP, VEA, XLE 13F-HR 7/27/2015 000121465915005549
Q1 2015 24 54,668 XLP, KMI, DVP, EPD 13F-HR 5/12/2015 000121465915003855
Q4 2014 29 63,595 XLP, KMI, DVP, EPD 13F-HR 2/13/2015 000121465915001315
Q3 2014 39 48,867 XLP, EPD, DXJ, IVW 13F-HR 11/12/2014 000121465914007527
Q2 2014 38 42,665 XLP, EPD, IVW, WMB 13F-HR 7/31/2014 000121465914005446
Q1 2014 29 31,422 XLP, EPD, IVW, SEP 13F-HR 4/25/2014 000121465914003022
Q4 2013 26 30,245 XLP, EPD, IVW, ARLP 13F-HR 2/10/2014 000121465914001014
Additional filings from Tiedemann Advisors, LLC that have since been restated