Tiedemann Advisors, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison

In the ever-evolving world of finance, staying updated with the latest market trends and investment opportunities is crucial. One way to do so is by analyzing the 13F filings, which provide valuable insights into the holdings of institutional investors. These reports disclose the various securities held by financial institutions and give us a glimpse into their investment strategies.

Tiedemann Advisors, LLC recently released its Q1 2023 and Q2 2023 13F holdings comparison, which we will explore in this article. We'll delve into the changes in holdings and highlight some notable shifts in their portfolio. So, let's dig in and see what Tiedemann Advisors has been up to!

1. ISHARES TR (EFA):

Starting with ISHARES TR, in Q1 2023, Tiedemann Advisors held 2,380,087 shares, which increased to 4,078,170 shares in Q2 2023. The value of their holdings also saw a significant jump from $170,223,000 to $295,667,000, reflecting a 73.7% increase. This suggests that Tiedemann Advisors has a bullish outlook on ISHARES TR and believes in its growth potential.

2. SPDR SER TR (SPMD):

Moving on to SPDR SER TR, Tiedemann Advisors' holdings experienced a marginal change. In Q1 2023, they held 5,997,776 shares, which slightly decreased to 5,792,039 shares in Q2 2023. However, the value of their holdings remained almost the same, with a minor increase from $263,542,000 to $265,796,000. This indicates that Tiedemann Advisors has maintained a stable position in SPDR SER TR.

3. ISHARES TR (IJH):

Tiedemann Advisors' holdings in ISHARES TR (IJH) witnessed a slight decrease. In Q1 2023, they held 962,018 shares, which dropped to 947,625 shares in Q2 2023. Despite the decrease in shares, the value of their holdings increased from $240,659,000 to $247,786,000, indicating that Tiedemann Advisors sees potential in ISHARES TR (IJH) despite the decrease in the number of shares.

4. ISHARES TR (STIP):

Moving on to ISHARES TR (STIP), Tiedemann Advisors' holdings saw a notable increase in both the number of shares and the value of their holdings. In Q1 2023, they held 2,111,894 shares, which increased to 2,351,945 shares in Q2 2023. The value of their holdings also rose from $209,563,000 to $229,549,000, reflecting a significant 9.5% increase.

5. ISHARES TR (ITOT):

Another notable shift in Tiedemann Advisors' holdings can be seen in ISHARES TR (ITOT). In Q1 2023, they held 2,072,605 shares, which decreased slightly to 1,923,988 shares in Q2 2023. The value of their holdings remained relatively stable, with a marginal decrease of 0.3% from $187,674,000 to $188,243,000.

These are just a few examples from Tiedemann Advisors' 13F holdings comparison. It is important to note that these changes in holdings can be attributed to various reasons, such as portfolio reallocation, market trends, or specific investment strategies. As investors, it is crucial to closely monitor these changes and adapt our own investment strategies accordingly.

In conclusion, Tiedemann Advisors' Q1 2023 and Q2 2023 13F holdings comparison provides valuable insights into their investment decisions. The changes in holdings reflect their confidence in certain securities and their anticipation of future market movements. By analyzing these trends, investors can gain valuable knowledge and make informed decisions when managing their own portfolios.

Remember, investing in the stock market involves risks, and it is always advised to do comprehensive research and seek professional advice before making any investment decisions.

Disclaimer: The information provided in this article is for informational purposes only and should not be considered as financial or investment advice.