Tiedemann Advisors 13F annual report
Tiedemann Advisors is an investment fund managing more than $2.35 trillion ran by Whitney Lewis. There are currently 188 companies in Mr. Lewis’s portfolio. The largest investments include Ishares Tr and Spdr Ser Tr, together worth $1.39 trillion.
Limited to 30 biggest holdings
$2.35 trillion Assets Under Management (AUM)
As of 13th July 2023, Tiedemann Advisors’s top holding is 11,006,501 shares of Ishares Tr currently worth over $1.12 trillion and making up 47.5% of the portfolio value.
In addition, the fund holds 5,872,742 shares of Spdr Ser Tr worth $276 billion.
The third-largest holding is First Tr Exchange-traded Fd worth $110 billion and the next is Vanguard Index Fds worth $149 billion, with 702,264 shares owned.
Currently, Tiedemann Advisors's portfolio is worth at least $2.35 trillion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Tiedemann Advisors
The Tiedemann Advisors office and employees reside in New York, New York. According to the last 13-F report filed with the SEC, Whitney Lewis serves as the General Counsel at Tiedemann Advisors.
Recent trades
In the most recent 13F filing, Tiedemann Advisors revealed that it had opened a new position in
Simply Good Foods Co and bought 1,790,390 shares worth $65.5 billion.
This means they effectively own approximately 0.1% of the company.
Simply Good Foods Co makes up
82.8%
of the fund's Consumer Staples sector allocation and has grown its share price by 9.4% in the past year.
The investment fund also strengthened its position in Ishares Tr by buying
5,068,189 additional shares.
This makes their stake in Ishares Tr total 11,006,501 shares worth $1.12 trillion.
On the other hand, there are companies that Tiedemann Advisors is getting rid of from its portfolio.
Tiedemann Advisors closed its position in Ishares Tr on 20th July 2023.
It sold the previously owned 46,073 shares for $4.91 million.
Whitney Lewis also disclosed a decreased stake in Spdr Ser Tr by 0.2%.
This leaves the value of the investment at $276 billion and 5,872,742 shares.
One of the largest hedge funds
The two most similar investment funds to Tiedemann Advisors are Mission Wealth Management, L.P. and Pure Advisors. They manage $2.35 trillion and $2.35 trillion respectively.
Whitney Lewis investment strategy
Tiedemann Advisors’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Technology — making up 4.5% of
the total portfolio value.
The fund focuses on investments in the United States as
44.7% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
37% of the total holdings value.
On the other hand, small-cap stocks make up only 1.6% of the portfolio.
The average market cap of the portfolio companies is close to $173 billion.
The complete list of Tiedemann Advisors trades based on 13F SEC filings
These positions were updated on July 20th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Ishares Tr |
85.35%
11,006,501
|
$1,116,835,562,000 | 47.51% |
| Spdr Ser Tr |
15.08%
5,872,742
|
$275,689,389,000 | 11.73% |
| First Tr Exchange-traded Fd |
21.25%
4,060,115
|
$109,623,131,000 | 4.66% |
| Vanguard Index Fds |
0.87%
702,264
|
$149,425,299,000 | 6.36% |
| Exxon Mobil Corp. |
2.45%
788,397
|
$84,555,579,000 | 3.60% |
| Simply Good Foods Co |
Opened
1,790,390
|
$65,510,370,000 | 2.79% |
| Ishares Gold Tr |
17.23%
1,327,186
|
$48,296,248,000 | 2.05% |
| Spdr Sp 500 Etf Tr |
2.55%
102,974
|
$45,815,507,000 | 1.95% |
| Apple Inc |
42.09%
156,144
|
$30,287,226,000 | 1.29% |
| Alphabet Inc |
2.28%
320,889
|
$38,523,317,000 | 1.64% |
| Uber Technologies Inc |
2.60%
628,755
|
$27,143,354,000 | 1.15% |
| Prologis Inc |
8.40%
203,353
|
$24,937,196,000 | 1.06% |
| Chevron Corp. |
15.31%
118,573
|
$18,657,362,000 | 0.79% |
| Verizon Communications Inc |
1.84%
454,927
|
$16,918,725,000 | 0.72% |
| Confluent Inc |
2.58%
422,435
|
$14,916,180,000 | 0.63% |
| First Tr Exchange-traded Fd |
Opened
718,165
|
$14,456,652,000 | 0.62% |
| Ishares Tr |
Opened
297,159
|
$21,056,652,000 | 0.90% |
| Microsoft Corporation |
2.87%
34,740
|
$11,830,349,000 | 0.50% |
| Nushares Etf Tr |
64.81%
293,983
|
$11,474,160,000 | 0.49% |
| Oracle Corp. |
0.59%
95,827
|
$11,412,006,000 | 0.49% |
| Vanguard Scottsdale Fds |
67.07%
244,448
|
$11,285,523,000 | 0.48% |
| Schwab Strategic Tr |
8.46%
178,206
|
$10,067,547,000 | 0.43% |
| Krispy Kreme, Inc. |
Opened
520,840
|
$7,671,974,000 | 0.33% |
| Amazon.com Inc. |
5.58%
45,198
|
$5,892,014,000 | 0.25% |
| Berkshire Hathaway Inc. |
19.21%
16,378
|
$6,619,836,000 | 0.28% |
| Heritage Comm Corp |
1.44%
637,141
|
$5,275,528,000 | 0.22% |
| Nuveen Mun Value Fd Inc |
16.64%
527,475
|
$4,603,834,000 | 0.20% |
| Pepsico Inc |
13.80%
23,819
|
$4,411,613,000 | 0.19% |
| Tesla Inc |
3.89%
16,485
|
$4,315,279,000 | 0.18% |
| Ishares Inc |
5.38%
168,766
|
$6,109,038,000 | 0.26% |
| Privia Health Group Inc |
No change
162,615
|
$4,245,878,000 | 0.18% |
| Spdr Gold Tr |
14.50%
23,153
|
$4,127,487,000 | 0.18% |
| Shockwave Med Inc |
0.12%
14,183
|
$4,047,970,000 | 0.17% |
| Snowflake Inc. |
0.49%
21,566
|
$3,795,185,000 | 0.16% |
| CME Group Inc |
0.05%
19,533
|
$3,619,270,000 | 0.15% |
| Jpmorgan Chase Co |
4.61%
23,440
|
$3,409,114,000 | 0.15% |
| Visa Inc |
29.18%
13,055
|
$3,100,293,000 | 0.13% |
| Procept Biorobotics Corp |
No change
86,236
|
$3,048,442,000 | 0.13% |
| Walmart Inc |
0.67%
18,957
|
$2,979,678,000 | 0.13% |
| Johnson Johnson |
164.55%
16,762
|
$2,774,396,000 | 0.12% |
| Vanguard Tax-managed Fds |
28.67%
58,508
|
$2,701,898,000 | 0.11% |
| Penumbra Inc |
17.45%
7,811
|
$2,687,453,000 | 0.11% |
| Mastercard Incorporated |
3.48%
6,491
|
$2,552,963,000 | 0.11% |
| Warner Bros.Discovery Inc |
1,476.85%
201,490
|
$2,526,685,000 | 0.11% |
| Abbvie Inc |
81.80%
18,584
|
$2,503,817,000 | 0.11% |
| Meta Platforms Inc |
14.74%
8,633
|
$2,477,500,000 | 0.11% |
| Wisdomtree Tr |
Opened
41,871
|
$2,106,949,000 | 0.09% |
| Flexshares Tr |
2.31%
51,800
|
$2,075,617,000 | 0.09% |
| Asana, Inc. |
19.11%
92,319
|
$2,034,711,000 | 0.09% |
| Mcdonalds Corp |
49.67%
6,789
|
$2,025,796,000 | 0.09% |
| Vanguard Intl Equity Index F |
61.08%
76,588
|
$4,266,856,000 | 0.18% |
| Vanguard Star Fds |
28.93%
33,691
|
$1,889,392,000 | 0.08% |
| Automatic Data Processing In |
0.79%
8,532
|
$1,885,925,000 | 0.08% |
| Invesco Exchange Traded Fd T |
1.36%
12,461
|
$1,864,668,000 | 0.08% |
| Intercontinental Exchange In |
0.45%
15,952
|
$1,803,853,000 | 0.08% |
| Qualcomm, Inc. |
1.47%
14,813
|
$1,763,333,000 | 0.08% |
| Starbucks Corp. |
56.58%
17,293
|
$1,713,007,000 | 0.07% |
| Adobe Systems Incorporated |
0.98%
3,487
|
$1,705,109,000 | 0.07% |
| Vanguard Whitehall Fds |
4.61%
15,693
|
$1,664,557,000 | 0.07% |
| Salesforce Inc |
46.44%
7,167
|
$1,514,101,000 | 0.06% |
| SBA Communications Corp |
Opened
6,491
|
$1,504,354,000 | 0.06% |
| Unitedhealth Group Inc |
2.94%
3,014
|
$1,448,430,000 | 0.06% |
| Spdr Sp Midcap 400 Etf Tr |
0.64%
2,849
|
$1,368,726,000 | 0.06% |
| Federal Rlty Invt Tr New |
1.00%
13,796
|
$1,349,879,000 | 0.06% |
| Vanguard World Fds |
24.67%
6,908
|
$1,738,747,000 | 0.07% |
| Alti Global Inc |
Opened
172,097
|
$1,318,264,000 | 0.06% |
| Palo Alto Networks Inc |
Opened
5,073
|
$1,296,202,000 | 0.06% |
| Broadcom Inc. |
Opened
1,448
|
$1,256,038,000 | 0.05% |
| Stem Inc |
No change
217,940
|
$1,246,617,000 | 0.05% |
| Crown Castle Inc |
Opened
10,794
|
$1,229,868,000 | 0.05% |
| Abbott Labs |
1.62%
10,693
|
$1,165,750,000 | 0.05% |
| American Tower Corp. |
427.52%
5,924
|
$1,158,201,000 | 0.05% |
| Coca-Cola Co |
34.53%
18,392
|
$1,116,040,000 | 0.05% |
| Sei Invts Co |
1.07%
18,521
|
$1,104,222,000 | 0.05% |
| Lowes Cos Inc |
0.15%
4,781
|
$1,079,072,000 | 0.05% |
| Pfizer Inc. |
126.59%
29,362
|
$1,076,982,000 | 0.05% |
| Enterprise Prods Partners L |
73.54%
40,036
|
$1,054,948,000 | 0.04% |
| Disney Walt Co |
65.03%
11,582
|
$1,034,040,000 | 0.04% |
| First Tr Mlp Energy Incom |
37.14%
133,169
|
$1,026,733,000 | 0.04% |
| Blackrock Inc. |
Opened
1,432
|
$989,809,000 | 0.04% |
| Schwab Strategic Tr |
Opened
13,046
|
$947,402,000 | 0.04% |
| Diageo plc |
4.26%
4,989
|
$865,492,000 | 0.04% |
| Union Pac Corp |
5.58%
4,222
|
$863,905,000 | 0.04% |
| Intel Corp. |
67.62%
25,808
|
$863,042,000 | 0.04% |
| Select Sector Spdr Tr |
No change
11,303
|
$838,343,000 | 0.04% |
| Consolidated Edison, Inc. |
Opened
9,250
|
$836,200,000 | 0.04% |
| Amplitude Inc |
200.00%
75,324
|
$828,564,000 | 0.04% |
| Blackstone Inc |
Opened
8,817
|
$819,758,000 | 0.03% |
| Schwab Charles Corp |
207.24%
14,348
|
$813,245,000 | 0.03% |
| Vanguard Scottsdale Fds |
Opened
13,470
|
$790,150,000 | 0.03% |
| Procter And Gamble Co |
71.42%
5,098
|
$773,464,000 | 0.03% |
| Willis Towers Watson Plc Ltd |
No change
3,234
|
$764,324,000 | 0.03% |
| ServiceNow Inc |
Opened
1,309
|
$735,619,000 | 0.03% |
| Conocophillips |
1.04%
6,918
|
$720,948,000 | 0.03% |
| Canadian Pacific Kansas City |
Opened
8,472
|
$685,499,000 | 0.03% |
| Simon Ppty Group Inc New |
4.97%
5,701
|
$658,328,000 | 0.03% |
| Honeywell International Inc |
4.25%
3,067
|
$636,404,000 | 0.03% |
| Emerson Elec Co |
Opened
6,910
|
$624,554,000 | 0.03% |
| Costco Whsl Corp New |
Opened
1,116
|
$600,833,000 | 0.03% |
| Autozone Inc. |
No change
237
|
$590,927,000 | 0.03% |
| Columbia Bkg Sys Inc |
Opened
28,460
|
$577,162,000 | 0.02% |
| Arista Networks Inc |
Opened
3,540
|
$573,692,000 | 0.02% |
| Cogent Communications Hldgs |
No change
8,298
|
$558,372,000 | 0.02% |
| Philip Morris International Inc |
30.02%
5,275
|
$521,610,000 | 0.02% |
| Accenture Plc Ireland |
Opened
1,687
|
$520,575,000 | 0.02% |
| Raytheon Technologies Corp |
16.17%
5,193
|
$508,705,000 | 0.02% |
| Vanguard World Fd |
Opened
14,170
|
$914,988,000 | 0.04% |
| CVS Health Corp |
Opened
7,252
|
$501,330,000 | 0.02% |
| Spdr Ser Tr |
Opened
24,417
|
$1,282,675,000 | 0.05% |
| Edwards Lifesciences Corp |
4.96%
5,032
|
$474,669,000 | 0.02% |
| Cisco Sys Inc |
Opened
9,053
|
$468,394,000 | 0.02% |
| Wisdomtree Tr |
No change
5,500
|
$457,875,000 | 0.02% |
| Globe Life Inc. |
0.20%
4,058
|
$444,887,000 | 0.02% |
| Global X Fds |
No change
18,232
|
$436,844,000 | 0.02% |
| i3 Verticals Inc |
62.50%
18,750
|
$428,625,000 | 0.02% |
| NVIDIA Corp |
88.30%
1,002
|
$423,971,000 | 0.02% |
| Doubleline Income Solutions |
12.23%
35,329
|
$420,768,000 | 0.02% |
| Coinbase Global Inc |
No change
5,826
|
$416,852,000 | 0.02% |
| Target Corp |
Opened
3,079
|
$406,120,000 | 0.02% |
| Vanguard Charlotte Fds |
1.49%
8,105
|
$396,194,000 | 0.02% |
| 3M Co. |
5.58%
3,824
|
$382,708,000 | 0.02% |
| Vanguard Specialized Funds |
0.60%
2,344
|
$382,574,000 | 0.02% |
| JD.com Inc |
1.69%
11,042
|
$376,863,000 | 0.02% |
| Main Str Cap Corp |
No change
9,350
|
$374,281,000 | 0.02% |
| Home Depot, Inc. |
46.99%
1,195
|
$371,299,000 | 0.02% |
| Danaher Corp. |
1.40%
1,521
|
$365,296,000 | 0.02% |
| Astrazeneca plc |
Opened
5,046
|
$361,139,000 | 0.02% |
| Atricure Inc |
No change
7,263
|
$358,502,000 | 0.02% |
| Novo-nordisk A S |
1.94%
2,202
|
$356,349,000 | 0.02% |
| Golub Cap Bdc Inc |
Opened
25,725
|
$347,288,000 | 0.01% |
| Thermo Fisher Scientific Inc. |
0.61%
665
|
$347,196,000 | 0.01% |
| Merck Co Inc |
0.84%
2,988
|
$346,967,000 | 0.01% |
| Alibaba Group Hldg Ltd |
4.14%
4,154
|
$346,236,000 | 0.01% |
| Madrigal Pharmaceuticals Inc |
Opened
1,492
|
$344,652,000 | 0.01% |
| L3Harris Technologies Inc |
Opened
1,752
|
$342,990,000 | 0.01% |
| Allstate Corp (The) |
No change
3,120
|
$342,981,000 | 0.01% |
| Shell Plc |
Opened
5,618
|
$339,214,000 | 0.01% |
| Yum Brands Inc. |
3.14%
2,365
|
$327,608,000 | 0.01% |
| Ishares Silver Tr |
Opened
14,947
|
$312,248,000 | 0.01% |
| General Dynamics Corp. |
Opened
1,425
|
$306,589,000 | 0.01% |
| Ppg Inds Inc |
Opened
2,000
|
$296,600,000 | 0.01% |
| Dimensional Etf Trust |
20.09%
12,824
|
$501,084,000 | 0.02% |
| Kraneshares Tr |
No change
14,265
|
$293,574,000 | 0.01% |
| American Express Co. |
Opened
1,666
|
$290,279,000 | 0.01% |
| Talos Energy Inc |
0.81%
20,162
|
$279,647,000 | 0.01% |
| Caterpillar Inc. |
Opened
1,126
|
$277,000,000 | 0.01% |
| Spdr Dow Jones Indl Average |
9.38%
792
|
$273,047,000 | 0.01% |
| Regeneron Pharmaceuticals, Inc. |
No change
380
|
$273,045,000 | 0.01% |
| Nike, Inc. |
1.99%
2,464
|
$272,663,000 | 0.01% |
| Lilly Eli Co |
Opened
569
|
$266,850,000 | 0.01% |
| Cummins Inc. |
2.00%
1,072
|
$262,779,000 | 0.01% |
| Phillips 66 |
3.07%
2,720
|
$259,439,000 | 0.01% |
| Tempur Sealy International Inc |
33.33%
6,461
|
$258,892,000 | 0.01% |
| Bristol-Myers Squibb Co. |
7.96%
3,979
|
$254,456,000 | 0.01% |
| Carrier Global Corporation |
11.62%
5,052
|
$252,070,000 | 0.01% |
| Fiscalnote Holdings Inc |
273.40%
69,000
|
$251,160,000 | 0.01% |
| Louisiana Pac Corp |
Opened
3,316
|
$248,634,000 | 0.01% |
| Nushares Etf Tr |
Opened
12,000
|
$246,715,000 | 0.01% |
| Invesco Exch Traded Fd Tr Ii |
Opened
5,462
|
$245,571,000 | 0.01% |
| AMGEN Inc. |
23.93%
1,103
|
$244,827,000 | 0.01% |
| Aflac Inc. |
Opened
3,500
|
$244,300,000 | 0.01% |
| Copart, Inc. |
Opened
2,675
|
$243,987,000 | 0.01% |
| Stryker Corp. |
Opened
794
|
$242,709,000 | 0.01% |
| DuPont de Nemours Inc |
Opened
3,388
|
$242,039,000 | 0.01% |
| International Business Machs |
Opened
1,749
|
$234,034,000 | 0.01% |
| Fedex Corp |
Opened
937
|
$233,463,000 | 0.01% |
| Kkr Income Opportunities Fd |
Opened
20,000
|
$232,200,000 | 0.01% |
| Coupang, Inc. |
No change
13,219
|
$230,010,000 | 0.01% |
| Accel Entertainment Inc |
Opened
21,638
|
$228,497,000 | 0.01% |
| Unum Group |
Opened
4,579
|
$218,418,000 | 0.01% |
| Dow Inc |
Opened
4,088
|
$217,726,000 | 0.01% |
| Ishares Inc |
Opened
5,540
|
$213,456,000 | 0.01% |
| Amplify Etf Tr |
13.32%
8,035
|
$206,741,000 | 0.01% |
| Affirm Holdings, Inc. |
No change
13,454
|
$206,250,000 | 0.01% |
| J P Morgan Exchange Traded F |
Opened
3,772
|
$204,162,000 | 0.01% |
| Charter Communications Inc N |
Opened
550
|
$202,005,000 | 0.01% |
| Stitch Fix Inc |
No change
51,506
|
$198,298,000 | 0.01% |
| Chicago Atlantic Real Estate |
3.42%
12,215
|
$190,802,000 | 0.01% |
| Playa Hotels Resorts Nv |
Opened
19,396
|
$157,883,000 | 0.01% |
| Enhabit, Inc. |
Opened
10,157
|
$116,806,000 | 0.00% |
| Flotek Inds Inc Del |
3.13%
155,000
|
$113,770,000 | 0.00% |
| Eaton Vance Sr Income Tr |
Opened
18,549
|
$101,278,000 | 0.00% |
| Lilium N V |
No change
50,000
|
$88,000,000 | 0.00% |
| Despegar.com Corp |
No change
11,793
|
$83,144,000 | 0.00% |
| Relmada Therapeutics Inc |
210.47%
31,715
|
$78,019,000 | 0.00% |
| MiMedx Group, Inc |
No change
10,422
|
$68,889,000 | 0.00% |
| 2U Inc |
No change
10,000
|
$40,300,000 | 0.00% |
| Vintage Wine Estates Inc |
No change
10,000
|
$8,555,000 | 0.00% |
| Ishares Tr |
Closed
46,073
|
$4,908,000 | |
| Magellan Midstream Prtnrs Lp |
Closed
77,601
|
$3,686,000 | |
| Cheniere Energy Inc. |
Closed
18,593
|
$3,085,000 | |
| Dt Midstream Inc |
Closed
52,208
|
$2,742,000 | |
| Cheniere Energy Partners LP |
Closed
45,926
|
$2,451,000 | |
| Investment Managers Ser Tr I |
Closed
34,218
|
$2,117,000 | |
| NextEra Energy Partners LP |
Closed
28,948
|
$2,093,000 | |
| Williams Cos Inc |
Closed
65,744
|
$1,882,000 | |
| Energy Transfer L P |
Closed
159,421
|
$1,758,000 | |
| TC Energy Corporation |
Closed
35,257
|
$1,421,000 | |
| Rockwell Automation Inc |
Closed
6,396
|
$1,377,000 | |
| Avalara Inc |
Closed
13,962
|
$1,282,000 | |
| Holly Energy Partners L.P. |
Closed
76,179
|
$1,250,000 | |
| Sempra |
Closed
7,944
|
$1,200,000 | |
| Kinder Morgan Inc |
Closed
70,086
|
$1,166,000 | |
| Public Svc Enterprise Grp In |
Closed
19,807
|
$1,114,000 | |
| Alico Inc. |
Closed
38,571
|
$1,109,000 | |
| Westlake Chem Partners Lp |
Closed
50,969
|
$1,096,000 | |
| NextEra Energy Inc |
Closed
12,521
|
$982,000 | |
| Enbridge Inc |
Closed
25,863
|
$960,000 | |
| VanEck ETF Trust |
Closed
18,644
|
$931,000 | |
| Atmos Energy Corp. |
Closed
7,937
|
$808,000 | |
| Comcast Corp New |
Closed
26,498
|
$777,000 | |
| DTE Energy Co. |
Closed
5,923
|
$687,000 | |
| Spdr Ser Tr |
Closed
16,594
|
$903,000 | |
| WEC Energy Group Inc |
Closed
7,003
|
$626,000 | |
| Canadian Pac Ry Ltd |
Closed
9,102
|
$607,000 | |
| Invesco Exchange Traded Fd T |
Closed
4,327
|
$600,000 | |
| Doubleline Yield Opportuniti |
Closed
43,274
|
$584,000 | |
| Oneok Inc. |
Closed
11,380
|
$583,000 | |
| Liberty Media Corp. |
Closed
10,785
|
$407,000 | |
| Global X Fds |
Closed
19,934
|
$395,000 | |
| Roblox Corporation |
Closed
10,352
|
$371,000 | |
| DocuSign Inc |
Closed
6,043
|
$323,000 | |
| Atlantic Un Bankshares Corp |
Closed
8,951
|
$272,000 | |
| Liberty Broadband Corp |
Closed
3,185
|
$235,000 | |
| Occidental Pete Corp |
Closed
3,446
|
$212,000 | |
| Nu Hldgs Ltd |
Closed
39,520
|
$174,000 | |
| SFL Corporation Ltd |
Closed
10,000
|
$91,000 | |
| Sprott Physical Silver Tr |
Closed
10,598
|
$70,000 | |
| ContextLogic Inc. |
Closed
72,205
|
$53,000 | |
| Mullen Automotive Inc |
Closed
19,058
|
$6,000 | |
| No transactions found | |||
| Showing first 500 out of 230 holdings | |||
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