TIEDEMANN ADVISORS, LLC
13F Portfolio Filings
- Most recent 13FQ3 2023
- Locationnew york, NY
- CIK0001483232
- Alternate namesTIEDEMANN WEALTH MANAGEMENT, LLC
- All SEC filings
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 |