Investment Strategies: Analyzing Tiedemann Advisors, LLC's Q4 2022 and Q1 2023 Holdings

As the year progresses, investors are looking for clues about the direction that markets may take. Tiedemann Advisors, LLC is no exception. Their Q4 2022 vs. Q1 2023 13F holdings comparison reveals potential trends and investment strategies. In this article, we will analyze the latest 13F filing from Tiedemann Advisors, LLC and explore what changes have occurred, what they mean, and how you can benefit from them.

Before we dive into the details, let's outline what 13F filings are. The Securities and Exchange Commission (SEC) requires institutional investment managers to file a Form 13F every quarter. These filings disclose the investment manager's holdings in publicly traded companies that have a value of more than $100 million. 13F filings provide investors with insights into the investment strategies of institutional investors, which can be used to make better-informed investment decisions.

Now, let's take a closer look at Tiedemann Advisors, LLC's Q4 2022 vs. Q1 2023 13F holdings comparison. According to the filing, the company decreased its holdings in five companies and increased its holdings in sixteen. They closed their positions in one company and opened new positions in another. Let's analyze some of the notable changes.

The company decreased its holdings in SPDR SER TR (SPMD) by 8.7%, ISHARES TR (IJH) by 0.3%, FIRST TR EXCHANGE-TRADED FD (EMLP) by 15.5%, CHEVRON CORP NEW (CVX) by 23%, and HERITAGE COMM CORP (HTBK) by 35.9%. The decreased holdings in SPMD and IJH reduced the value of investment in those firms, while EMLP, CVX, and HTBK decreased in value for other reasons.

On the other hand, ISHARES TR (STIP) increased by 34.2%, NUSHARES ETF TR (NUMG) decreased by 50.7%, and ISHARES TR (AOM) decreased by 46.5%. The increased holdings in STIP suggest that Tiedemann Advisors, LLC may be bullish on short-term treasury bonds. Meanwhile, the decreased holdings in NUMG and AOM may indicate a change in strategy or an anticipation of a market downturn.

Other changes in holdings include the increased holding in ISHARES TR (EFA) by 1,114.8%, ALPHABET INC (GOOG) by 16.4%, and AMAZON COM INC (AMZN) by 32.2%. Meanwhile, holdings in ISHARES TR (IJK) decreased by 57.1%, VANGUARD INDEX FDS (VOO) decreased by 72.6%, and ISHARES TR (SUB) closed its position.

From an investment standpoint, Tiedemann Advisors, LLC's Q4 2022 vs. Q1 2023 13F holdings comparison reveals several potential investment strategies. For example, the increased holdings in short-term treasury bonds suggest that Tiedemann Advisors, LLC may prefer low-risk investments. The increased holdings in large-cap tech firms like Alphabet Inc and Amazon.com Inc may indicate a potential outlook on growth stocks. Meanwhile, the closed position in ISHARES TR (SUB) suggests a lack of bullishness in the stocks.

In conclusion, Tiedemann Advisors, LLC's Q4 2022 vs. Q1 2023 13F holdings comparison offers insights into the company's investment strategies. The data provides an opportunity for investors to make more informed decisions when selecting their own strategies and stocks. As always, investors should conduct their own research and analysis to determine the best investment strategies for their portfolios.