Tiedemann Advisors, LLC Purchases in Q3 2023

Tiedemann Advisors, LLC

  • $2.31 Billion
  • Q3 2023
Stock Shares change Price Range Shares Held Trade History
ABNB
Airbnb, Inc.

Consumer Cyclical
1.76K
New
$124.0 - $153.33 $218K - $269K
1.76K $240K
DE
Deere & CO

Industrials
631
New
$377.38 - $446.33 $238K - $282K
631 $238K
UPS
United Parcel Service Inc

Industrials
1.53K
New
$151.9 - $188.34 $232K - $287K
1.53K $237K
TXN
Texas Instruments Inc

Technology
1.48K
New
$157.96 - $186.08 $233K - $274K
1.48K $234K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
4.01K
New
$58.09 - $63.16 $233K - $253K
4.01K $233K
UL
Unilever PLC

Consumer Defensive
4.69K
New
$48.8 - $54.19 $229K - $254K
4.69K $231K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
55.4K
+ 10.51%
$8.15 - $8.76 $452K - $486K
583K $4.81M
UNP
Union Pacific Corp

Industrials
1.1K
+ 25.94%
$202.4 - $238.0 $222K - $261K
5.32K $1.08M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
5K
+ 7.0%
$93.48 - $100.86 $467K - $504K
76.3K $7.17M
COF
Capital One Financial Corp

Financial Services
2.21K
New
$95.49 - $117.96 $211K - $260K
2.21K $213K
NVT
N Vent Electric PLC

Industrials
3.86K
New
$49.61 - $58.21 $191K - $224K
3.86K $204K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.63K
New
$115.77 - $136.89 $189K - $224K
1.63K $200K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2.1K
+ 31.77%
$94.27 - $100.74 $198K - $211K
8.7K $825K
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.01%
$218.73 - $255.75 $219 - $256
8.53K $2.05M
UNH
Unitedhealth Group Inc

Healthcare
204
+ 6.77%
$447.75 - $510.93 $91.3K - $104K
3.22K $1.62M
DD
Du Pont De Nemours, Inc.

Basic Materials
2.18K
+ 64.43%
$69.57 - $78.08 $152K - $170K
5.57K $415K
BX
Blackstone Inc.

Financial Services
211
+ 2.39%
$91.91 - $115.12 $19.4K - $24.3K
9.03K $967K
KO
Coca Cola CO

Consumer Defensive
3.94K
+ 21.41%
$55.81 - $63.05 $220K - $248K
22.3K $1.25M
INTC
Intel Corp

Technology
2.16K
+ 8.37%
$31.85 - $38.86 $68.8K - $84K
28K $994K
COP
Conocophillips

Energy
13
+ 0.19%
$100.34 - $124.5 $1.3K - $1.62K
6.93K $830K
ADBE
Adobe Inc.

Technology
53
+ 1.52%
$481.29 - $564.88 $25.5K - $29.9K
3.54K $1.81M
CVS
Cvs Health Corp

Healthcare
1.28K
+ 17.69%
$65.17 - $76.41 $83.6K - $98K
8.54K $595K
DOW
Dow Inc.

Basic Materials
1.94K
+ 47.41%
$50.25 - $56.47 $97.4K - $109K
6.03K $310K
PSX
Phillips 66

Energy
184
+ 6.76%
$95.4 - $124.28 $17.6K - $22.9K
2.9K $348K
SHEL
Shell PLC

Energy
921
+ 16.39%
$58.53 - $65.82 $53.9K - $60.6K
6.54K $420K
SLV
I Shares Silver Trust

ETFs
4.3K
+ 28.77%
$20.34 - $23.1 $87.5K - $99.3K
19.2K $391K
CSCO
Cisco Systems, Inc.

Technology
1.13K
+ 12.46%
$50.38 - $57.84 $56.8K - $65.2K
10.2K $547K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.3K
+ 20.12%
$74.65 - $81.1 $96.7K - $105K
7.73K $581K
IEFA
Ishares Tr

ETFs
2.34K
+ 8.99%
$64.04 - $69.58 $150K - $162K
28.3K $1.82M
MUB
Ishares National Muni Bond ETF

ETFs
4.46K
+ 4.65%
$102.54 - $107.39 $458K - $479K
101K $10.3M
COIN
Coinbase Global, Inc.

Technology
398
+ 6.83%
$70.52 - $110.15 $28.1K - $43.8K
6.22K $467K
LOW
Lowes Companies Inc

Consumer Cyclical
646
+ 13.51%
$206.96 - $235.09 $134K - $152K
5.43K $1.13M
NVO
Novo Nordisk A S

Healthcare
2.11K
+ 95.91%
$90.94 - $199.54 $192K - $421K
4.31K $392K
DHR
Danaher Corp

Healthcare
95
+ 6.25%
$233.08 - $265.59 $22.1K - $25.2K
1.62K $400K
GUNR
Flexshares Tr Morningstar Glob

ETFs
369
+ 0.71%
$39.27 - $42.69 $14.5K - $15.8K
52.2K $2.11M
HD
Home Depot, Inc.

Consumer Cyclical
143
+ 11.97%
$301.82 - $333.84 $43.2K - $47.7K
1.34K $404K
NVDA
Nvidia Corp

Technology
44
+ 4.39%
$408.55 - $493.55 $18K - $21.7K
1.05K $454K
CAT
Caterpillar Inc

Industrials
5
+ 0.44%
$240.58 - $288.65 $1.2K - $1.44K
1.13K $308K
RGTI
Rigetti Computing, Inc.

Technology
21.7K
New
$1.31 - $3.25 $28.4K - $70.5K
21.7K $28K
IWF
Ishares Russell 1000 Gr ETF

ETFs
714
+ 3.91%
$263.8 - $285.38 $188K - $204K
19K $5.05M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
740
+ 9.57%
$50.23 - $55.2 $37.2K - $40.8K
8.48K $427K
BLK
Black Rock Inc.

Financial Services
115
+ 8.03%
$643.39 - $756.58 $74K - $87K
1.55K $1M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
286
+ 3.35%
$33.83 - $36.19 $9.68K - $10.4K
8.82K $299K
COLB
Columbia Banking System, Inc.

Financial Services
251
+ 0.88%
$18.88 - $23.55 $4.74K - $5.91K
28.7K $582K
EFV
Msci Eafe Value ETF

ETFs
66
+ 0.78%
$47.71 - $51.06 $3.15K - $3.37K
8.58K $419K
REFI
Chicago Atlantic Real Estate Finance, Inc.

Real Estate
376
+ 3.08%
$14.17 - $15.61 $5.33K - $5.87K
12.6K $185K
EIPX
First Tr Exc Trd Fd Iv Ft Ener
79.5K
+ 11.07%
N/A
798K $0
VUSB
Vanguard Bd Index Fds
40.6K
New
N/A
40.6K $0
Flotek Inds Inc Del
25.8K
New
N/A
25.8K $0
Activity Summary
Buys All Purchases 133 New Holdings 32 Increased Positions 101 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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