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Tiedemann Wealth Management, Llc Buys iShares MSCI EAFE ESG Select ETF, Sempra Energy, Alliant Energy Corp, Sells Oracle Corp, SPDR S&P500 ETF TR, ISHARES TRUST

New York, NY, based Investment company Tiedemann Wealth Management, Llc (Current Portfolio) buys iShares MSCI EAFE ESG Select ETF, Sempra Energy, Alliant Energy Corp, Idacorp Inc, Penumbra Inc, sells Oracle Corp, SPDR S&P500 ETF TR, ISHARES TRUST, FIRST TR EXCHANGE, VANGUARD INDEX FDS during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Tiedemann Wealth Management, Llc. As of 2020Q2, Tiedemann Wealth Management, Llc owns 200 stocks with a total value of $1.1 billion. These are the details of the buys and sells.

For the details of TIEDEMANN WEALTH MANAGEMENT, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/tiedemann+wealth+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of TIEDEMANN WEALTH MANAGEMENT, LLC
  1. SPDR Russell Small Cap Complet (EMM) - 3,989,502 shares, 11.31% of the total portfolio. Shares reduced by 15.66%
  2. ISHARES TRUST (IJH) - 422,771 shares, 6.82% of the total portfolio. Shares reduced by 37.45%
  3. VANGUARD INDEX FDS (VTI) - 408,078 shares, 5.80% of the total portfolio. Shares reduced by 34.54%
  4. ISHARES TRUST (ITOT) - 910,379 shares, 5.73% of the total portfolio. Shares added by 13.67%
  5. ISHARES TRUST (AOM) - 1,297,421 shares, 4.69% of the total portfolio. Shares reduced by 20.29%
New Purchase: iShares MSCI EAFE ESG Select ETF (ESGD)

Tiedemann Wealth Management, Llc initiated holding in iShares MSCI EAFE ESG Select ETF. The purchase prices were between $50.54 and $64.22, with an estimated average price of $57.3. The stock is now traded at around $63.88. The impact to a portfolio due to this purchase was 0.66%. The holding were 120,194 shares as of .

New Purchase: Penumbra Inc (PEN)

Tiedemann Wealth Management, Llc initiated holding in Penumbra Inc. The purchase prices were between $153.32 and $191.72, with an estimated average price of $173.26. The stock is now traded at around $235.05. The impact to a portfolio due to this purchase was 0.36%. The holding were 22,007 shares as of .

New Purchase: FirstEnergy Corp (FE)

Tiedemann Wealth Management, Llc initiated holding in FirstEnergy Corp. The purchase prices were between $36.85 and $46.21, with an estimated average price of $41.35. The stock is now traded at around $28.94. The impact to a portfolio due to this purchase was 0.34%. The holding were 98,026 shares as of .

New Purchase: ONE Gas Inc (OGS)

Tiedemann Wealth Management, Llc initiated holding in ONE Gas Inc. The purchase prices were between $73.51 and $91.06, with an estimated average price of $80.95. The stock is now traded at around $74.49. The impact to a portfolio due to this purchase was 0.24%. The holding were 34,423 shares as of .

New Purchase: iShares MSCI EM ESG Select ETF (ESGE)

Tiedemann Wealth Management, Llc initiated holding in iShares MSCI EM ESG Select ETF. The purchase prices were between $26.29 and $32.85, with an estimated average price of $29.96. The stock is now traded at around $36.20. The impact to a portfolio due to this purchase was 0.24%. The holding were 81,506 shares as of .

New Purchase: Chesapeake Utilities Corp (CPK)

Tiedemann Wealth Management, Llc initiated holding in Chesapeake Utilities Corp. The purchase prices were between $78.75 and $93.18, with an estimated average price of $87.01. The stock is now traded at around $83.96. The impact to a portfolio due to this purchase was 0.21%. The holding were 27,550 shares as of .

Added: Sempra Energy (SRE)

Tiedemann Wealth Management, Llc added to a holding in Sempra Energy by 113.35%. The purchase prices were between $103.71 and $134.79, with an estimated average price of $122.86. The stock is now traded at around $128.49. The impact to a portfolio due to this purchase was 0.48%. The holding were 85,050 shares as of .

Added: Alliant Energy Corp (LNT)

Tiedemann Wealth Management, Llc added to a holding in Alliant Energy Corp by 169.44%. The purchase prices were between $44.97 and $53.62, with an estimated average price of $48.71. The stock is now traded at around $53.28. The impact to a portfolio due to this purchase was 0.44%. The holding were 161,510 shares as of .

Added: Idacorp Inc (IDA)

Tiedemann Wealth Management, Llc added to a holding in Idacorp Inc by 300.28%. The purchase prices were between $84.77 and $97.8, with an estimated average price of $90.29. The stock is now traded at around $91.07. The impact to a portfolio due to this purchase was 0.44%. The holding were 74,885 shares as of .

Added: Public Service Enterprise Group Inc (PEG)

Tiedemann Wealth Management, Llc added to a holding in Public Service Enterprise Group Inc by 55.36%. The purchase prices were between $42.79 and $55.5, with an estimated average price of $49.78. The stock is now traded at around $55.16. The impact to a portfolio due to this purchase was 0.34%. The holding were 212,027 shares as of .

Added: Fortis Inc (FTS)

Tiedemann Wealth Management, Llc added to a holding in Fortis Inc by 230.57%. The purchase prices were between $35.91 and $40.3, with an estimated average price of $38.14. The stock is now traded at around $40.65. The impact to a portfolio due to this purchase was 0.33%. The holding were 136,245 shares as of .

Added: Atmos Energy Corp (ATO)

Tiedemann Wealth Management, Llc added to a holding in Atmos Energy Corp by 157.24%. The purchase prices were between $94.16 and $110.7, with an estimated average price of $100.86. The stock is now traded at around $104.56. The impact to a portfolio due to this purchase was 0.29%. The holding were 51,828 shares as of .

Sold Out: CME Group Inc (CME)

Tiedemann Wealth Management, Llc sold out a holding in CME Group Inc. The sale prices were between $162.01 and $192.14, with an estimated average price of $179.31.

Sold Out: NVIDIA Corp (NVDA)

Tiedemann Wealth Management, Llc sold out a holding in NVIDIA Corp. The sale prices were between $243.07 and $381.07, with an estimated average price of $322.32.

Sold Out: Cisco Systems Inc (CSCO)

Tiedemann Wealth Management, Llc sold out a holding in Cisco Systems Inc. The sale prices were between $38.33 and $48.13, with an estimated average price of $43.76.

Sold Out: VANGUARD WORLD FDS (VGT)

Tiedemann Wealth Management, Llc sold out a holding in VANGUARD WORLD FDS. The sale prices were between $201.88 and $278.76, with an estimated average price of $248.78.

Sold Out: Walmart Inc (WMT)

Tiedemann Wealth Management, Llc sold out a holding in Walmart Inc. The sale prices were between $113.62 and $132.33, with an estimated average price of $123.24.

Sold Out: ISHARES TRUST (EEM)

Tiedemann Wealth Management, Llc sold out a holding in ISHARES TRUST. The sale prices were between $32.48 and $40.95, with an estimated average price of $37.21.



Here is the complete portfolio of TIEDEMANN WEALTH MANAGEMENT, LLC. Also check out:

1. TIEDEMANN WEALTH MANAGEMENT, LLC's Undervalued Stocks
2. TIEDEMANN WEALTH MANAGEMENT, LLC's Top Growth Companies, and
3. TIEDEMANN WEALTH MANAGEMENT, LLC's High Yield stocks
4. Stocks that TIEDEMANN WEALTH MANAGEMENT, LLC keeps buying

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