Tiedemann Advisors, LLC Incresed Positions in Q3 2023

Tiedemann Advisors, LLC

  • $2.31 Billion
  • Q3 2023
Stock Shares change Price Range Shares Held Trade History
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
CAT
Caterpillar Inc

Industrials
5
+ 0.44%
$240.58 - $288.65 $1.2K - $1.44K
1.13K $308K
NVDA
Nvidia Corp

Technology
44
+ 4.39%
$408.55 - $493.55 $18K - $21.7K
1.05K $454K
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
COLB
Columbia Banking System, Inc.

Financial Services
251
+ 0.88%
$18.88 - $23.55 $4.74K - $5.91K
28.7K $582K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
286
+ 3.35%
$33.83 - $36.19 $9.68K - $10.4K
8.82K $299K
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
VOX
Vanguard Communication Service

ETFs
10
+ 0.25%
$104.27 - $112.62 $1.04K - $1.13K
3.94K $414K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2
+ 0.25%
$334.95 - $356.2 $670 - $712
794 $265K
BNDX
Vanguard Total International B

ETFs
41
+ 0.51%
$47.76 - $48.9 $1.96K - $2K
8.15K $389K
VXF
Vanguard Extended Market ETF

ETFs
2
+ 0.12%
$141.37 - $157.63 $283 - $315
1.67K $239K
CPRT
Copart Inc

Consumer Cyclical
2.68K
+ 100.0%
$42.73 - $93.74 $114K - $251K
5.35K $230K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
311
+ 2.87%
$93.85 - $98.43 $29.2K - $30.6K
11.1K $1.05M
VIG
Vanguard Dividend Appreciation

ETFs
6
+ 0.26%
$155.38 - $166.95 $932 - $1K
2.35K $365K
CMI
Cummins Inc

Industrials
8
+ 0.75%
$228.46 - $264.99 $1.83K - $2.12K
1.08K $246K
SYK
Stryker Corp

Healthcare
2
+ 0.25%
$266.54 - $302.43 $533 - $605
796 $217K
YUM
Yum Brands Inc

Consumer Cyclical
3
+ 0.13%
$121.98 - $137.94 $366 - $414
2.37K $295K
SPG
Simon Property Group Inc

Real Estate
99
+ 1.74%
$108.03 - $125.44 $10.7K - $12.4K
5.8K $626K
PPG
Ppg Industries Inc

Basic Materials
10
+ 0.5%
$128.03 - $151.67 $1.28K - $1.52K
2.01K $260K
IXUS
Ishares Tr

ETFs
44
+ 0.28%
$59.72 - $65.1 $2.63K - $2.86K
15.9K $951K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
8
+ 0.2%
$71.88 - $85.76 $575 - $686
4.05K $295K
TGT
Target Corp

Consumer Defensive
161
+ 5.23%
$109.48 - $136.47 $17.6K - $22K
3.24K $358K
HON
Honeywell International Inc

Industrials
102
+ 3.33%
$184.12 - $209.68 $18.8K - $21.4K
3.17K $585K
NOTE
Fiscal Note Holdings, Inc.

Technology
26K
+ 37.68%
$1.87 - $4.34 $48.6K - $113K
95K $197K
VT
Vanguard Total World Stk Index

ETFs
30
+ 0.17%
$92.79 - $100.59 $2.78K - $3.02K
17.6K $1.64M
RTX
Raytheon Technologies Corp

Industrials
756
+ 14.56%
$71.58 - $98.39 $54.1K - $74.4K
5.95K $428K
VGT
Vanguard Information Technolog

ETFs
4
+ 0.13%
$409.4 - $459.58 $1.64K - $1.84K
2.99K $1.24M
FRT
Federal Realty Investment Trust

Real Estate
45
+ 0.33%
$90.4 - $103.93 $4.07K - $4.68K
13.8K $1.25M
RSP
Invesco S&P 500 Equal Weight E

ETFs
56
+ 0.45%
$141.04 - $155.0 $7.9K - $8.68K
12.5K $1.77M
QCOM
Qualcomm Inc

Technology
182
+ 1.23%
$106.14 - $132.17 $19.3K - $24.1K
15K $1.67M
DEO
Diageo PLC

Consumer Defensive
152
+ 3.05%
$148.63 - $179.68 $22.6K - $27.3K
5.14K $766K
VEA
Vanguard Ftse Developed Market

ETFs
959
+ 1.64%
$43.5 - $47.63 $41.7K - $45.7K
59.5K $2.6M
SBUX
Starbucks Corp

Consumer Cyclical
182
+ 1.05%
$91.08 - $102.92 $16.6K - $18.7K
17.5K $1.59M
VTV
Vanguard Value ETF

ETFs
79
+ 0.25%
$137.93 - $147.18 $10.9K - $11.6K
32.1K $4.42M
VUG
Vanguard Growth ETF

ETFs
11
+ 0.06%
$269.56 - $293.5 $2.97K - $3.23K
19.6K $5.33M
CCI
Crown Castle International Corp

Real Estate
308
+ 2.85%
$89.7 - $117.87 $27.6K - $36.3K
11.1K $1.02M
MCD
Mcdonalds Corp

Consumer Cyclical
108
+ 1.59%
$263.44 - $297.13 $28.5K - $32.1K
6.9K $1.82M
IVV
Ishares Core S&P 500 ETF

ETFs
522
+ 1.36%
$427.76 - $460.18 $223K - $240K
38.9K $16.7M
SNOW
Snowflake Inc.

Technology
652
+ 3.02%
$146.94 - $188.2 $95.8K - $123K
22.2K $3.39M
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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