Tiedemann Advisors, LLC Portfolio Holdings
Tiedemann Advisors, LLC
- $2.31 Billion
- Q3 2023
Tiedemann Advisors, LLC has filed its 13F form on November 14, 2023 for Q3 2023 where it was disclosed a total value porftolio of $2.31 Billion distributed in 272 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Msci Eafe ETF with a value of $351M, Ishares Core S&P Mid Cap ETF with a value of $257M, Spdr Portfolio with a value of $252M, Ishares Core S&P Total U.S. St with a value of $177M, and Ishares Barclays 0 5 Year Tips with a value of $147M.
Examining the 13F form we can see an decrease of $26.3M in the current position value, from $2.33B to 2.31B.
Below you can find more details about Tiedemann Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 272
- Current Value $2.31 Billion
- Prior Value $2.33 Billion
- Filing
- Period Q3 2023
- Filing Date November 14, 2023
- Form Type 13F-HR
- Activity in Q3 2023
- New Purchases 32 stocks
- Additional Purchases 101 stocks
- Sold out of 0 stocks
- Reduced holdings in 61 stocks