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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

TIEDEMANN ADVISORS, LLC

Quarter ended Q2 2023 · Filed April 27, 2023 · Accession 0001085146-23-001887

Total Value
$2.20B
Positions
247
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (247)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SER TR78464A8475,997,776$263.5M11.97%
2ISHARES TR464287507962,018$240.7M10.93%
3ISHARES TR46429B7472,111,894$209.6M9.52%
4ISHARES TR4642871502,072,605$187.7M8.53%
5ISHARES TR4642874652,380,087$170.2M7.73%
6FIRST TR EXCHANGE-TRADED FD33738D1014,610,263$122.8M5.58%
7VANGUARD INDEX FDS922908769462,484$94.4M4.29%
8EXXON MOBIL CORPXOM786,981$86.3M3.92%
9SIMPLY GOOD FOODS COSMPL2,089,203$83.0M3.77%
10ISHARES GOLD TRIAU1,334,826$49.9M2.27%
11SPDR S&P 500 ETF TRSPY102,177$42.0M1.91%
12ISHARES TR464287606421,331$30.1M1.37%
13VANGUARD INDEX FDS92290836374,185$27.9M1.27%
14ISHARES TR464289875665,944$26.5M1.21%
15PROLOGIS INC.PLDGP203,309$25.4M1.15%
16ALPHABET INCGOOG210,690$21.9M0.99%
17APPLE INCAAPL126,887$20.9M0.95%
18UBER TECHNOLOGIES INCUBER641,742$20.3M0.92%
19CHEVRON CORP NEWCVX118,674$19.4M0.88%
20VERIZON COMMUNICATIONS INCVZ472,172$18.4M0.83%
21NUSHARES ETF TRNU459,034$17.5M0.80%
22VANGUARD SCOTTSDALE FDS92206C771367,838$17.1M0.78%
23ISHARES TR46428720039,135$16.1M0.73%
24ISHARES TR464288158138,000$14.4M0.66%
25ISHARES TR464288414125,328$13.5M0.61%
26CONFLUENT INC20717M103456,900$11.0M0.50%
27ISHARES TR46428768944,819$10.6M0.48%
28VANGUARD INDEX FDS922908553121,061$10.1M0.46%
29SPDR SER TR78464A76380,703$10.0M0.45%
30ISHARES TR46434V456266,144$9.4M0.43%
31ALPHABET INCGOOG85,857$8.9M0.41%
32ORACLE CORPORCL-PD95,834$8.9M0.40%
33SCHWAB STRATEGIC TR808524771153,783$8.4M0.38%
34KRISPY KREME INCDNUT520,840$8.1M0.37%
35ISHARES TR46428825788,107$8.0M0.36%
36ISHARES TR46435G516108,590$7.8M0.35%
37ISHARES TR46428762234,044$7.7M0.35%
38MICROSOFT CORPMSFT24,424$7.0M0.32%
39NUVEEN MUN VALUE FD INCNU771,687$6.8M0.31%
40ISHARES TR46435G42566,774$6.0M0.27%
41ISHARES TR46428765531,104$5.5M0.25%
42HERITAGE COMM CORPHTBK628,103$5.2M0.24%
43ISHARES TR46428761420,591$5.0M0.23%
44VANGUARD INTL EQUITY INDEX F92204274252,686$4.9M0.22%
45ISHARES TR46428759831,687$4.8M0.22%
46VANGUARD INDEX FDS92290873618,211$4.5M0.21%
47PRIVIA HEALTH GROUP INCPRVA162,615$4.5M0.20%
48AMAZON COM INCAMZN43,323$4.5M0.20%
49ISHARES INC46434G863136,914$4.3M0.20%
50ISHARES TR46432F33933,671$4.2M0.19%
51BERKSHIRE HATHAWAY INC DELBRK-A13,407$4.1M0.19%
52VANGUARD INDEX FDS92290874429,683$4.1M0.19%
53SPDR GOLD TRGLD21,438$3.9M0.18%
54CME GROUP INCCME19,572$3.7M0.17%
55PEPSICO INCPEP20,177$3.7M0.17%
56TESLA INCTSLA17,252$3.6M0.16%
57VANGUARD TAX-MANAGED FDS92194385877,209$3.5M0.16%
58VANGUARD INTL EQUITY INDEX F92204285884,315$3.4M0.15%
59SNOWFLAKE INCSNOW21,579$3.3M0.15%
60SHOCKWAVE MED INC82489T10414,166$3.1M0.14%
61JPMORGAN CHASE & COVYLD23,202$3.0M0.14%
62WARNER BROS DISCOVERY INCWBD201,812$3.0M0.13%
63ISHARES TR46434V46419,899$2.9M0.13%
64VISA INCV12,973$2.9M0.13%
65ISHARES TR46428745734,388$2.8M0.13%
66WALMART INCWMT18,932$2.8M0.13%
67FLEXSHARES TRFLEX65,967$2.8M0.13%
68PENUMBRA INCPEN9,462$2.6M0.12%
69ISHARES TR46428730940,698$2.6M0.12%
70PROCEPT BIOROBOTICS CORPPRCT86,236$2.4M0.11%
71ASANA INCASAN114,124$2.4M0.11%
72ABBVIE INCABBV14,771$2.4M0.11%
73MASTERCARD INCORPORATEDMA6,291$2.3M0.10%
74WISDOMTREE TRWT41,871$2.1M0.10%
75VANGUARD SCOTTSDALE FDS92206C10233,589$2.0M0.09%
76AUTOMATIC DATA PROCESSING INADP8,484$1.9M0.09%
77META PLATFORMS INCMETA8,942$1.9M0.09%
78QUALCOMM INCQCOM14,636$1.9M0.08%
79VANGUARD STAR FDS92190976833,691$1.9M0.08%
80ISHARES TR46428866115,546$1.8M0.08%
81INVESCO EXCHANGE TRADED FD TIVZ12,406$1.8M0.08%
82STARBUCKS CORPSBUX17,100$1.8M0.08%
83SBA COMMUNICATIONS CORP NEWSBAC6,491$1.7M0.08%
84VANGUARD INDEX FDS9229086297,921$1.7M0.08%
85INTERCONTINENTAL EXCHANGE IN45866F10415,880$1.7M0.08%
86VANGUARD WHITEHALL FDS92194640615,693$1.7M0.08%
87FIRST TR MLP & ENERGY INCOM33739B104211,856$1.6M0.07%
88ISHARES TR46429B66315,538$1.6M0.07%
89VANGUARD INDEX FDS9229085387,807$1.5M0.07%
90ISHARES TR46432F84221,817$1.5M0.07%
91CROWN CASTLE INCCCI10,694$1.4M0.07%
92UNITEDHEALTH GROUP INCUNH3,013$1.4M0.06%
93SALESFORCE INCCRM7,037$1.4M0.06%
94JOHNSON & JOHNSONJNJ9,017$1.4M0.06%
95ISHARES TR46428828116,093$1.4M0.06%
96FEDERAL RLTY INVT TR NEW31374510113,749$1.4M0.06%
97INVESTMENT MANAGERS SER TR I46144X62834,218$1.4M0.06%
98ADOBE SYSTEMS INCORPORATEDADBE3,438$1.3M0.06%
99SPDR S&P MIDCAP 400 ETF TRMDY2,831$1.3M0.06%
100MCDONALDS CORPMCD4,569$1.3M0.06%
101SCHWAB STRATEGIC TR80852420126,280$1.3M0.06%
102STEM INCSTEM217,940$1.2M0.06%
103AMERICAN TOWER CORP NEW03027X1005,912$1.2M0.05%
104VANGUARD WORLD FDS92204A7023,112$1.2M0.05%
105ISHARES TR46428722611,490$1.1M0.05%
106VANGUARD INDEX FDS9229087515,899$1.1M0.05%
107ABBOTT LABSABLZF11,014$1.1M0.05%
108SEI INVTS CO78411710318,521$1.1M0.05%
109VANGUARD SCOTTSDALE FDS92206C70617,448$1.0M0.05%
110PALO ALTO NETWORKS INCPANW5,073$1.0M0.05%
111ISHARES TR46432F83415,866$982,9000.04%
112SELECT SECTOR SPDR TR81369Y50611,767$974,6370.04%
113LOWES COS INC5486611074,799$959,6560.04%
114AMPLITUDE INCAMPL75,324$937,0310.04%
115INVESCO QQQ TRIVZ2,909$934,7230.04%
116BERKSHIRE HATHAWAY INC DELBRK-A2$931,2000.04%
117BROADCOM INCAVGO1,450$930,2330.04%
118ISHARES TR4642874819,946$905,5840.04%
119ISHARES TR46428988325,674$897,5630.04%
120DIAGEO PLCDGEAF4,840$884,3100.04%
121COCA COLA COKO14,145$883,8730.04%
122ISHARES TR46428986716,942$847,6080.04%
123SELECT SECTOR SPDR TR81369Y30811,303$844,4470.04%
124ENTERPRISE PRODS PARTNERS L29379210731,630$819,2180.04%
125UNION PAC CORPUNP4,052$815,5060.04%
126DISNEY WALT CO2546871067,948$795,8340.04%
127BLACKSTONE INCBX8,815$774,2720.04%
128SCHWAB CHARLES CORPSCHW-PJ14,467$757,7820.03%
129WILLIS TOWERS WATSON PLC LTDWTW3,234$754,2330.03%
130ISHARES INC4642863926,155$724,2590.03%
131I3 VERTICALS INCIIIV28,750$705,2380.03%
132CONOCOPHILLIPSCOP6,905$689,1900.03%
133CANADIAN PAC RY LTD13645T1008,952$688,7670.03%
134ALICO INCALCO28,294$686,1300.03%
135ISHARES TR4642885138,974$677,9870.03%
136BLACKROCK INCBLK989$661,7670.03%
137ISHARES TR46428723416,597$654,9070.03%
138SIMON PPTY GROUP INC NEW8288061095,681$636,0630.03%
139VANGUARD INTL EQUITY INDEX F92204277511,755$628,5400.03%
140COLUMBIA BKG SYS INC19723610228,235$604,7940.03%
141ARISTA NETWORKS INCANET3,540$594,2240.03%
142PIMCO ETF TR72201R7186,214$589,6150.03%
143SPDR SER TR78468R5564,577$583,9800.03%
144ISHARES INC46428674912,880$583,7210.03%
145AUTOZONE INCAZO237$582,5820.03%
146HONEYWELL INTL INC4385161062,967$567,0520.03%
147COSTCO WHSL CORP NEW22160K1051,126$559,4770.03%
148INTEL CORPINTC16,545$540,5320.02%
149PFIZER INCPFE13,082$533,7330.02%
150ISHARES TR4642876716,001$532,7090.02%
151COGENT COMMUNICATIONS HLDGSCCOI8,298$528,7490.02%
152SPDR SER TR78464A37515,500$503,5950.02%
153VANGUARD WORLD FDS92204A8845,165$499,2720.02%
154JD.COM INCJDCMF10,858$476,5570.02%
155PROCTER AND GAMBLE CO7427181093,107$462,0010.02%
156ACCENTURE PLC IRELANDACN1,616$461,8690.02%
157VANGUARD WORLD FD9219107336,435$461,4540.02%
158CVS HEALTH CORPCVS6,105$453,6630.02%
159SPDR SER TR78468R6224,880$452,9620.02%
160GLOBE LIFE INCGL-PD4,050$446,4920.02%
161EMERSON ELEC COEMR5,109$445,2230.02%
162GLOBAL X FDS37950E10118,232$443,0580.02%
163PIMCO ETF TR72201R8334,458$442,4080.02%
164ISHARES TR4642877214,680$434,3510.02%
165SCHWAB STRATEGIC TR8085247638,780$427,3390.02%
166ISHARES SILVER TRSLV19,180$424,2670.02%
167ISHARES TR4642888778,576$416,1930.02%
168ISHARES TR4642891238,311$414,9680.02%
169ALIBABA GROUP HLDG LTDBBAAY3,989$407,5960.02%
170VANGUARD WORLD FD9219107257,735$405,0050.02%
171DOUBLELINE INCOME SOLUTIONSDSL35,329$401,6910.02%
172PHILIP MORRIS INTL INC7181721094,069$400,8770.02%
173GLOBAL X FDS37954Y87119,934$397,2850.02%
174EDWARDS LIFESCIENCES CORPEW4,794$396,6070.02%
175VANGUARD CHARLOTTE FDS92203J4078,070$394,7890.02%
176COINBASE GLOBAL INCCOIN5,826$393,6640.02%
177DANAHER CORPORATION2358511021,557$393,0250.02%
178ISHARES INC46428640014,300$391,5340.02%
179ISHARES TR46434V6966,890$389,7680.02%
180WISDOMTREE TRWT5,500$388,9600.02%
1813M COMMM3,683$387,1070.02%
182BRISTOL-MYERS SQUIBB COCELG-RI5,578$386,6100.02%
183TEMPUR SEALY INTL INCSGI9,691$382,6980.02%
184RAYTHEON TECHNOLOGIES CORPRTX3,893$381,2400.02%
185THERMO FISHER SCIENTIFIC INCTMO661$381,2120.02%
186MAIN STR CAP CORP56035L1049,350$368,9510.02%
187ISHARES TR4642885704,712$367,4890.02%
188MADRIGAL PHARMACEUTICALS INCMDGL1,492$361,4520.02%
189VANGUARD SPECIALIZED FUNDS9219088442,344$361,0230.02%
190HOME DEPOT INCHD1,220$360,1260.02%
191ASTRAZENECA PLCAZN5,055$350,8650.02%
192ALLSTATE CORPALL-PJ3,124$348,9510.02%
193GOLUB CAP BDC INC38173M10225,725$348,8310.02%
194NOVO-NORDISK A SNONOF2,157$345,8120.02%
195MERCK & CO INCMRK3,220$344,9270.02%
196L3HARRIS TECHNOLOGIES INCLHX1,752$343,8120.02%
197DIMENSIONAL ETF TRUST25434V4017,519$334,0690.02%
198KRANESHARES TR50076773614,265$324,1010.01%
199REGENERON PHARMACEUTICALSREGN384$315,5220.01%
200ATLANTIC UN BANKSHARES CORP04911A1078,951$313,7330.01%
201YUM BRANDS INCYUM2,359$311,5750.01%
202NIKE INCNKE2,523$310,3060.01%
203ATRICURE INCATRC7,263$301,0510.01%
204TALOS ENERGY INCTALO20,000$296,8000.01%
205SPDR DOW JONES INDL AVERAGE78467X109878$292,6570.01%
206DIMENSIONAL ETF TRUST25434V7248,530$285,5840.01%
207PHILLIPS 66PSX2,708$274,5760.01%
208ISHARES TR46432F3882,915$269,9000.01%
209STITCH FIX INCSFIX51,506$263,1960.01%
210CATERPILLAR INCCAT1,137$260,3060.01%
211ISHARES TR4642878042,632$254,5130.01%
212CUMMINS INCCMI1,064$254,1400.01%
213LISTED FD TR53656F6238,149$251,3230.01%
214NUSHARES ETF TRNU12,000$249,0320.01%
215INVESCO EXCH TRADED FD TR IIIVZ5,462$240,6560.01%
216ISHARES INC46434G1034,920$240,0930.01%
217ROYCE VALUE TR INCRVT17,402$236,1450.01%
218VANGUARD INDEX FDS9229086521,671$234,2880.01%
219STRYKER CORPORATIONSYK792$226,5940.01%
220AFLAC INCAFL3,504$226,0780.01%
221ISHARES TR4642874993,086$215,7730.01%
222INTERNATIONAL BUSINESS MACHSINTR1,625$213,0220.01%
223YUM CHINA HLDGS INCYUMC3,340$211,7200.01%
224COUPANG INCCPNG13,219$211,5040.01%
225AMGEN INCAMGN875$211,4430.01%
226DOUBLEVERIFY HLDGS INCDV6,981$210,4770.01%
227FIRST TR EXCHANGE-TRADED FD33739Q80410,564$210,0110.01%
228ISHARES INC4642867075,540$209,4120.01%
229AMPLIFY ETF TR0321088888,035$205,2820.01%
230SHELL PLCRYDAF3,518$202,4260.01%
231BOEING COBA-PA949$201,5800.01%
232COPART INCCPRT2,675$201,1870.01%
233CHICAGO ATLANTIC REAL ESTATEREFI11,811$165,1180.01%
234AFFIRM HLDGS INCAFRM13,454$151,6270.01%
235ENHABIT INCEHAB10,157$141,2840.01%
236FISCALNOTE HOLDINGS INCNOTEW54,000$120,4200.01%
237FLOTEK INDS INC DEL343389102155,000$106,9500.00%
238EATON VANCE SR INCOME TRETN18,549$97,3820.00%
239SFL CORPORATION LTDSFL10,000$95,0000.00%
240SPROTT PHYSICAL SILVER TRSII10,598$88,3870.00%
241DESPEGAR COM CORPG2735810311,793$72,4120.00%
242RELMADA THERAPEUTICS INCRLMD30,215$68,2860.00%
243MIMEDX GROUP INCMDXG10,422$35,5390.00%
244LILIUM N VLILMF50,000$32,5000.00%
245CONTEXTLOGIC INCLOGC72,205$32,1890.00%
246VINTAGE WINE ESTATES INC92747V10610,000$10,7000.00%
247MULLEN AUTOMOTIVE INC62526P10919,058$2,5020.00%