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
Q3 2023
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

272

$2.33B
EFA, IJH, SPMD, ITOT
13F-HR
Nov 14, 2023
000108514623004390

255

$2.35B
EFA, SPMD, IJH, STIP
13F-HR
Jul 20, 2023
000108514623002780

247

$2.20B
SPMD, IJH, STIP, ITOT
13F-HR
Apr 27, 2023
000108514623001887

241

$2.09B
SPMD, IJH, ITOT, STIP
13F-HR
Feb 8, 2023
000108514623000812

232

$1.65B
SPMD, IJH, ITOT, EMLP
13F-HR
Oct 28, 2022
000108514622003635

232

$1.33B
SPMD, EMLP, VTI, IAU
13F-HR
Aug 3, 2022
000108514622002726

286

$1.97B
SPMD, IJH, ITOT, VTI
13F-HR
Apr 27, 2022
000108514622001584

278

$2.05B
SPMD, IJH, ITOT, VTI
13F-HR
Feb 9, 2022
000108514622000660

296

$1.88B
SPMD, IJH, ITOT, VTI
13F-HR
Nov 12, 2021
000108514621003174

359

$2.50B
SPMD, IJH, ORCL, ITOT
13F-HR
Aug 12, 2021
000108514621002409

329

$2.28B
SPMD, IJH, ORCL, ITOT
13F-HR
May 13, 2021
000108514621001607

315

$2.07B
SPMD, IJH, ORCL, ITOT
13F-HR
Feb 16, 2021
000108514621000756

313

$2.07B
SPMD, IJH, ORCL, ITOT
13F-HR
Nov 12, 2020
000108514620002865

293

$1.88B
SPMD, IJH, ORCL, EMLP
RESTATEMENT
Nov 12, 2020
000108514620002867

292

$1.54B
SPMD, ORCL, IJH, VTI
13F-HR
May 7, 2020
000108514620001320

297

$2.09B
DEEP, EMLP, ORCL, ITOT
13F-HR
Feb 12, 2020
000108514620000597

299

$2.08B
DEEP, EMLP, ORCL, AOM
13F-HR
Nov 6, 2019
000108514619002745

291

$2.00B
DEEP, EMLP, ORCL, VGSH
13F-HR
Aug 13, 2019
000108514619002248

444

$2.12B
DEEP, EMLP, ORCL, ITOT
13F-HR
May 13, 2019
000108514619001491

419

$1.96B
DEEP, EMLP, ORCL, AOM
13F-HR
Feb 13, 2019
000108514619000622

308

$1.69B
DEEP, ORCL, EMLP, AOM
13F-HR
Nov 13, 2018
000108514618002628

295

$1.57B
DEEP, ORCL, EMLP, AOM
RESTATEMENT
Aug 15, 2018
000108514618002165

264

$1.46B
MOH, ORCL, DEEP, AOM
13F-HR
May 11, 2018
000108514618001326

223

$1.31B
ORCL, MOH, DEEP, AOM
13F-HR
Feb 14, 2018
000108514618000885

343

$1.11B
MOH, DEEP, AOM, ITOT
RESTATEMENT
Nov 28, 2017
000108514617002512

445

$1.38B
MOH, AOM, DEEP, MO
13F-HR
Aug 14, 2017
000121465917005043

398

$1.19B
MOH, AOM, DEEP, XOM
13F-HR
May 9, 2017
000121465917003122

323

$1.00B
MOH, AOM, XOM, EPD
RESTATEMENT
May 10, 2017
000121465917003168

129

$480.68M
XOM, DEEP, AOM, XLP
13F-HR
Nov 9, 2016
000121465916014491

57

$104.12M
XLP, DEEP, IJH, DOUBLE LINE CORE FIX INCOME-I
13F-HR
Aug 12, 2016
000121465916013163

61

$126.33M
SPY, XLP, IJH, DEEP
13F-HR
May 5, 2016
000121465916011267

56

$259.47M
IVW, SPY, XLP, 9000048D
13F-HR
Jan 28, 2016
000121465916009116

45

$129.68M
XLP, DEEP, DXJ, EFA
13F-HR
Oct 21, 2015
000121465915007179

31

$97.61M
XLP, DEEP, VEA, XLE
13F-HR
Jul 27, 2015
000121465915005549

24

$54.67M
XLP, KMI, DEEP, EPD
13F-HR
May 12, 2015
000121465915003855

29

$63.59M
XLP, KMI, DEEP, EPD
13F-HR
Feb 13, 2015
000121465915001315

39

$48.87M
XLP, EPD, DXJ, IVW
13F-HR
Nov 12, 2014
000121465914007527

38

$42.66M
XLP, EPD, IVW, WMB
13F-HR
Jul 31, 2014
000121465914005446

29

$31.42M
XLP, EPD, IVW, SEP
13F-HR
Apr 25, 2014
000121465914003022

26

$30.25M
XLP, EPD, IVW, ARLP
13F-HR
Feb 10, 2014
000121465914001014