TIEDEMANN WEALTH MANAGEMENT, LLC 13F Holdings

CIK 02813688 · New York, NY

As of Sep 30, 2022, TIEDEMANN WEALTH MANAGEMENT, LLC reported 232 positions worth .6M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
SS SPDR P S&P 400 MIDCAP ETFSPMD—6,835,147$263.6K16.03%
ISHARES CORE S&P MID-CAP ETFIJH—990,328$217.1K13.21%
ISHARES CORE S&P TOTAL US STOCK MARKET ETFITOT—2,165,200 72.2K10.47%
FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUNDEMLP—5,155,621 28.3K7.80%
VANGUARD TOTAL STOCK MKT ETFVTI—448,418$80.5K4.89%
EXXON MOBIL CORPXOMEnergy808,196$70.6K4.29%
ISHARES CORE 40/60 MODERATE ALLOCATION ETFAOM—1,436,945$52.6K3.20%
ISHARES GOLD TRUSTIAU—1,603,545$50.6K3.07%
SPDR S&P 500 ETF TRUSTSPY—105,670$37.9K2.31%
VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUNDVMBS—704,975$31.8K1.93%
NUVEEN ESG MID-CAP GROWTH ETFNUMG—835,447$27.5K1.68%
PROLOGIS INCPLDReal Estate222,013$22.6K1.37%
ISHARES S&P MID-CAP 400 GROWTH ETFIJK—347,996$21.9K1.33%
CHEVRON CORPCHVEnergy140,004$20.1K1.22%
ALPHABET INCGOOGLEquity203,840 9.5K1.19%
VERIZON COMMUNICATIONS INCBACCommunication Services463,436 7.6K1.07%
UBER TECHNOLOGIES INCUBERTechnology645,560 7.1K1.04%
APPLE INCAAPLTechnology109,888 5.2K0.92%
ISHARES CORE S&P 500 ETFIVV—39,141 4.0K0.85%
VANGUARD REAL ESTATE INDEX FUNDVNQ—164,486 3.2K0.80%
ISHARES RUSSELL 3000 ETFIWV—57,774 2.0K0.73%
ALPHABET INCGOOGEquity109,900 0.6K0.64%
CONFLUENT INCCFLTTechnology411,818$9.8K0.60%
ISHARES MSCI EAFE ETFEFA—162,812$9.1K0.55%
STATE STREET(R) SPDR(R) S&P(R) DIVIDEND ETFSDY—80,703$9.0K0.55%