- New Purchases: VV, AFRM, CLDR, COIN, ZEN, LILM, NAC, SGFY, GE, WISH, GXO, EEMA, LBTYA, ONTF, OPEN, UP,
- Added Positions: BNL, ASAN, VB, ONEM, IQLT, ESGU, TWOU, WYNN, VEA, CPNG, EWG, FTK, XLF, XOP, GUNR, EXPE, VIAC,
- Reduced Positions: ORCL, SPY, IJH, SPMD, ADBE, VTI, EMLP, AAPL, IWF, IWD, VNQ, INTC, GOOGL, IVV, JNJ, VOO, IWV, IAU, ITOT, UBER, VO, AMZN, NUMG, TSLA, IWP, VGT, NFLX, FNDX, GOOG, AOM, VZ, PRF, IJR, VUG, FB, EFA, IEMG, IVW, VWO, IWO, MRK, VTV, ABT, HD, PYPL, PEP, UNH, V, DHR, DOW, DD, QQQ, IWB, JPM, MSFT, PG, TMO, VXUS, VOX, ABBV, AXP, XOM, MUB, MA, MCD, PFE, PLD, SNOW, UNP, VMBS, MO, ADP, CSCO, CTVA, HON, IWM, NVDA, PM, RTX, CRM, SDY, SQ, MMM, BABA, T, BRK.B, BMY, CVX, C, CFG, CME, KO, DIS, EW, EPD, ICF, ESGD, IGM, IDV, DSI, LOW, MMP, MDLZ, QCOM, FNDA, GLD, SBUX, VT, VGSH, WFC, AFL, AZO, BLK, BA, BP, CPT, CARR, CAT, CHTR, CI, CL, CMCSA, COP, CSX, CMI, DEO, DTE, ETN, GAB, ICE, INTU, PXF, ESGE, URTH, AOR, JD, EL, MS, NEM, NEE, NKE, NVO, NXPI, OTIS, PSX, PSXP, PRU, PEG, REGN, ROK, SCHW, XLE, XBI, SYK, TSM, TWTR, UDR, UPS, VIG, VYM, WMT, WEC,
- Sold Out: PCAR, MDXG, BND, IDXX, GRA, LLY, RLMD, SHM, DXCM, XLU, NOBL, LC, Z, IJJ, SUSA, ZG, SMDV, PODD, BMEZ, EFAV, COST, ADI, ED, ZTS, ACN, TDG, CVS, JPST, MTD, BBEU, GDX, IWN, IYR, BCAT, VSGX, VOE, JMST, AMGN, CGNX, ILMN, SE, BBCA, ICSH, EAF, DOCU, ESTA, USB, UL, BBJP, FSTX, TWLO, LYFT, TGT, CC, SHOP, HEDJ, IJS, KRE, PICK, VPL, XLK, AMD, EXAS, KWEB, NEOG, BKNG, ROST, TECH, TXN, XLNX, AMP, AMT, COF, FDX, ITW, KMB, MET, NOC, SPGI, DTM,
For the details of TIEDEMANN ADVISORS, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/tiedemann+advisors%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of TIEDEMANN ADVISORS, LLC- SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) - 6,982,753 shares, 17.17% of the total portfolio. Shares reduced by 8.05%
- iShares Core S&P Mid-Cap ETF (IJH) - 895,865 shares, 12.56% of the total portfolio. Shares reduced by 12.29%
- iShares Core S&P Total U.S. Stock Market ETF (ITOT) - 1,607,156 shares, 8.43% of the total portfolio. Shares reduced by 3.06%
- Vanguard Total Stock Market ETF (VTI) - 488,307 shares, 5.78% of the total portfolio. Shares reduced by 16.9%
- First Trust North American Energy Infrastructure F (EMLP) - 3,605,590 shares, 4.55% of the total portfolio. Shares reduced by 19.04%
Tiedemann Advisors, Llc initiated holding in Vanguard Large Cap ETF. The purchase prices were between $198.51 and $211.64, with an estimated average price of $206.09. The stock is now traded at around $218.850000. The impact to a portfolio due to this purchase was 0.61%. The holding were 57,188 shares as of 2021-09-30.
New Purchase: Affirm Holdings Inc (AFRM)Tiedemann Advisors, Llc initiated holding in Affirm Holdings Inc. The purchase prices were between $55.86 and $128.37, with an estimated average price of $79.94. The stock is now traded at around $148.990000. The impact to a portfolio due to this purchase was 0.09%. The holding were 13,454 shares as of 2021-09-30.
New Purchase: Cloudera Inc (CLDR)Tiedemann Advisors, Llc initiated holding in Cloudera Inc. The purchase prices were between $15.55 and $16, with an estimated average price of $15.87. The stock is now traded at around $15.990000. The impact to a portfolio due to this purchase was 0.08%. The holding were 97,134 shares as of 2021-09-30.
New Purchase: Coinbase Global Inc (COIN)Tiedemann Advisors, Llc initiated holding in Coinbase Global Inc. The purchase prices were between $220.61 and $280.47, with an estimated average price of $246.56. The stock is now traded at around $342.980000. The impact to a portfolio due to this purchase was 0.07%. The holding were 5,384 shares as of 2021-09-30.
New Purchase: Zendesk Inc (ZEN)Tiedemann Advisors, Llc initiated holding in Zendesk Inc. The purchase prices were between $115.3 and $150.84, with an estimated average price of $129.39. The stock is now traded at around $103.830000. The impact to a portfolio due to this purchase was 0.04%. The holding were 6,052 shares as of 2021-09-30.
New Purchase: Lilium NV (LILM)Tiedemann Advisors, Llc initiated holding in Lilium NV. The purchase prices were between $0 and $10.85, with an estimated average price of $9.75. The stock is now traded at around $9.400000. The impact to a portfolio due to this purchase was 0.03%. The holding were 50,000 shares as of 2021-09-30.
Added: Broadstone Net Lease Inc (BNL)Tiedemann Advisors, Llc added to a holding in Broadstone Net Lease Inc by 948.32%. The purchase prices were between $23.63 and $27.91, with an estimated average price of $25.84. The stock is now traded at around $25.980000. The impact to a portfolio due to this purchase was 0.75%. The holding were 625,860 shares as of 2021-09-30.
Added: Asana Inc (ASAN)Tiedemann Advisors, Llc added to a holding in Asana Inc by 50.42%. The purchase prices were between $61.33 and $124.48, with an estimated average price of $82.92. The stock is now traded at around $141.660000. The impact to a portfolio due to this purchase was 0.21%. The holding were 114,124 shares as of 2021-09-30.
Added: Vanguard Small Cap ETF (VB)Tiedemann Advisors, Llc added to a holding in Vanguard Small Cap ETF by 74.54%. The purchase prices were between $211.35 and $228.82, with an estimated average price of $221.78. The stock is now traded at around $237.710000. The impact to a portfolio due to this purchase was 0.06%. The holding were 13,071 shares as of 2021-09-30.
Added: 1Life Healthcare Inc (ONEM)Tiedemann Advisors, Llc added to a holding in 1Life Healthcare Inc by 104.77%. The purchase prices were between $19.51 and $33.49, with an estimated average price of $25.8. The stock is now traded at around $21.030000. The impact to a portfolio due to this purchase was 0.04%. The holding were 68,019 shares as of 2021-09-30.
Added: iShares MSCI Intl Quality Factor ETF (IQLT)Tiedemann Advisors, Llc added to a holding in iShares MSCI Intl Quality Factor ETF by 153.16%. The purchase prices were between $37.88 and $40.71, with an estimated average price of $39.53. The stock is now traded at around $40.250000. The impact to a portfolio due to this purchase was 0.03%. The holding were 24,101 shares as of 2021-09-30.
Added: Coupang Inc (CPNG)Tiedemann Advisors, Llc added to a holding in Coupang Inc by 93.03%. The purchase prices were between $27.85 and $44.54, with an estimated average price of $34.58. The stock is now traded at around $26.580000. The impact to a portfolio due to this purchase was 0.01%. The holding were 13,219 shares as of 2021-09-30.
Sold Out: PACCAR Inc (PCAR)Tiedemann Advisors, Llc sold out a holding in PACCAR Inc. The sale prices were between $78.92 and $88.79, with an estimated average price of $83.34.
Sold Out: MiMedx Group Inc (MDXG)Tiedemann Advisors, Llc sold out a holding in MiMedx Group Inc. The sale prices were between $5.52 and $15.83, with an estimated average price of $11.35.
Sold Out: Vanguard Total Bond Market ETF (BND)Tiedemann Advisors, Llc sold out a holding in Vanguard Total Bond Market ETF. The sale prices were between $85.19 and $86.45, with an estimated average price of $85.93.
Sold Out: W R Grace & Co (GRA)Tiedemann Advisors, Llc sold out a holding in W R Grace & Co. The sale prices were between $69.29 and $69.99, with an estimated average price of $69.57.
Sold Out: IDEXX Laboratories Inc (IDXX)Tiedemann Advisors, Llc sold out a holding in IDEXX Laboratories Inc. The sale prices were between $621.9 and $705.76, with an estimated average price of $671.83.
Sold Out: SPDR Nuveen Bloomberg Short Term Municipal Bond ET (SHM)Tiedemann Advisors, Llc sold out a holding in SPDR Nuveen Bloomberg Short Term Municipal Bond ET. The sale prices were between $49.31 and $49.56, with an estimated average price of $49.46.
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