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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 Q3 2023 · Filed July 20, 2023 · Accession 0001085146-23-002780

Total Value
$2.35B
Positions
255
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (255)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR4642874654,078,170$295.7M12.57%
2SPDR SER TR78464A8475,792,039$265.8M11.30%
3ISHARES TR464287507947,625$247.8M10.54%
4ISHARES TR46429B7472,351,945$229.5M9.76%
5ISHARES TR4642871501,923,988$188.2M8.00%
6FIRST TR EXCHANGE-TRADED FD33738D1014,060,115$109.6M4.66%
7VANGUARD INDEX FDS922908769459,077$101.1M4.30%
8EXXON MOBIL CORPXOM788,397$84.6M3.60%
9SIMPLY GOOD FOODS COSMPL1,790,390$65.5M2.79%
10ISHARES GOLD TRIAU1,327,186$48.3M2.05%
11SPDR S&P 500 ETF TRSPY102,974$45.8M1.95%
12APPLE INCAAPL156,144$30.3M1.29%
13ALPHABET INCGOOG231,991$27.8M1.18%
14UBER TECHNOLOGIES INCUBER628,755$27.1M1.15%
15ISHARES TR464287606335,005$25.1M1.07%
16PROLOGIS INC.PLDGP203,353$24.9M1.06%
17VANGUARD INDEX FDS92290836359,559$24.4M1.04%
18CHEVRON CORP NEWCVX118,573$18.7M0.79%
19ISHARES TR46428720038,424$17.1M0.73%
20VERIZON COMMUNICATIONS INCVZ454,927$16.9M0.72%
21CONFLUENT INC20717M103422,435$14.9M0.63%
22FIRST TR EXCHANGE-TRADED FD33739Q804718,165$14.5M0.61%
23ISHARES TR464288158126,139$13.1M0.56%
24ISHARES TR46435G516176,978$12.9M0.55%
25MICROSOFT CORPMSFT34,740$11.8M0.50%
26NUSHARES ETF TRNU293,983$11.5M0.49%
27ORACLE CORPORCL-PD95,827$11.4M0.49%
28ISHARES TR46428768943,757$11.1M0.47%
29VANGUARD SCOTTSDALE FDS92206C771240,755$11.1M0.47%
30ISHARES TR464289875270,352$10.9M0.46%
31ALPHABET INCGOOG88,898$10.8M0.46%
32ISHARES TR46428841496,084$10.3M0.44%
33SPDR SER TR78464A76380,703$9.9M0.42%
34VANGUARD INDEX FDS922908553109,614$9.3M0.39%
35ISHARES TR46434V456242,671$8.6M0.37%
36ISHARES TR46428825788,107$8.5M0.36%
37SCHWAB STRATEGIC TR808524771144,257$8.3M0.35%
38ISHARES TR46428762233,626$8.2M0.35%
39KRISPY KREME INCDNUT520,840$7.7M0.33%
40ISHARES TR46435G42571,322$7.0M0.30%
41AMAZON COM INCAMZN45,198$5.9M0.25%
42BERKSHIRE HATHAWAY INC DELBRK-A16,376$5.6M0.24%
43VANGUARD INDEX FDS92290873619,557$5.5M0.24%
44ISHARES TR46428765529,210$5.5M0.23%
45HERITAGE COMM CORPHTBK637,141$5.3M0.22%
46ISHARES TR46428761418,264$5.0M0.21%
47ISHARES TR46428759831,497$5.0M0.21%
48NUVEEN MUN VALUE FD INCNU527,475$4.6M0.20%
49VANGUARD INDEX FDS92290874431,984$4.5M0.19%
50PEPSICO INCPEP23,819$4.4M0.19%
51TESLA INCTSLA16,485$4.3M0.18%
52ISHARES INC46434G863135,431$4.3M0.18%
53PRIVIA HEALTH GROUP INCPRVA162,615$4.2M0.18%
54SPDR GOLD TRGLD23,153$4.1M0.18%
55SHOCKWAVE MED INC82489T10414,183$4.0M0.17%
56SNOWFLAKE INCSNOW21,566$3.8M0.16%
57ISHARES TR46432F33927,661$3.7M0.16%
58CME GROUP INCCME19,533$3.6M0.15%
59JPMORGAN CHASE & COVYLD23,440$3.4M0.14%
60ISHARES TR46434V46419,899$3.1M0.13%
61VISA INCV13,055$3.1M0.13%
62PROCEPT BIOROBOTICS CORPPRCT86,236$3.0M0.13%
63WALMART INCWMT18,957$3.0M0.13%
64ISHARES TR46428730939,492$2.8M0.12%
65JOHNSON & JOHNSONJNJ16,762$2.8M0.12%
66VANGUARD TAX-MANAGED FDS92194385858,508$2.7M0.11%
67PENUMBRA INCPEN7,811$2.7M0.11%
68MASTERCARD INCORPORATEDMA6,491$2.6M0.11%
69WARNER BROS DISCOVERY INCWBD201,490$2.5M0.11%
70ABBVIE INCABBV18,584$2.5M0.11%
71META PLATFORMS INCMETA8,633$2.5M0.11%
72WISDOMTREE TRWT41,871$2.1M0.09%
73FLEXSHARES TRFLEX51,800$2.1M0.09%
74ASANA INCASAN92,319$2.0M0.09%
75MCDONALDS CORPMCD6,789$2.0M0.09%
76ISHARES TR46428844873,953$1.9M0.08%
77VANGUARD INTL EQUITY INDEX F92204285847,251$1.9M0.08%
78VANGUARD STAR FDS92190976833,691$1.9M0.08%
79AUTOMATIC DATA PROCESSING INADP8,532$1.9M0.08%
80INVESCO EXCHANGE TRADED FD TIVZ12,461$1.9M0.08%
81INTERCONTINENTAL EXCHANGE IN45866F10415,952$1.8M0.08%
82QUALCOMM INCQCOM14,813$1.8M0.07%
83ISHARES TR46432F84225,975$1.8M0.07%
84VANGUARD INDEX FDS9229086297,921$1.7M0.07%
85STARBUCKS CORPSBUX17,293$1.7M0.07%
86ADOBE SYSTEMS INCORPORATEDADBE3,487$1.7M0.07%
87VANGUARD INTL EQUITY INDEX F92204274217,582$1.7M0.07%
88VANGUARD WHITEHALL FDS92194640615,693$1.7M0.07%
89VANGUARD INDEX FDS9229085387,807$1.6M0.07%
90ISHARES TR46429B66315,662$1.6M0.07%
91SALESFORCE INCCRM7,167$1.5M0.06%
92SBA COMMUNICATIONS CORP NEWSBAC6,491$1.5M0.06%
93UNITEDHEALTH GROUP INCUNH3,014$1.4M0.06%
94ISHARES TR46428828116,093$1.4M0.06%
95SPDR S&P MIDCAP 400 ETF TRMDY2,849$1.4M0.06%
96SCHWAB STRATEGIC TR80852420125,984$1.4M0.06%
97FEDERAL RLTY INVT TR NEW31374510113,796$1.3M0.06%
98VANGUARD WORLD FDS92204A7022,982$1.3M0.06%
99ALTI GLOBAL INCALTI172,097$1.3M0.06%
100PALO ALTO NETWORKS INCPANW5,073$1.3M0.06%
101INVESCO QQQ TRIVZ3,411$1.3M0.05%
102BROADCOM INCAVGO1,448$1.3M0.05%
103STEM INCSTEM217,940$1.2M0.05%
104CROWN CASTLE INCCCI10,794$1.2M0.05%
105ABBOTT LABSABLZF10,693$1.2M0.05%
106AMERICAN TOWER CORP NEW03027X1005,924$1.2M0.05%
107COCA COLA COKO18,392$1.1M0.05%
108SEI INVTS CO78411710318,521$1.1M0.05%
109LOWES COS INC5486611074,781$1.1M0.05%
110PFIZER INCPFE29,362$1.1M0.05%
111ISHARES TR46428722610,833$1.1M0.05%
112ENTERPRISE PRODS PARTNERS L29379210740,036$1.1M0.04%
113BERKSHIRE HATHAWAY INC DELBRK-A2$1.0M0.04%
114DISNEY WALT CO25468710611,582$1.0M0.04%
115FIRST TR MLP & ENERGY INCOM33739B104133,169$1.0M0.04%
116VANGUARD INDEX FDS9229087515,074$1.0M0.04%
117ISHARES TR46432F83415,822$990,7740.04%
118BLACKROCK INCBLK1,432$989,8090.04%
119ISHARES TR46428748110,115$977,4130.04%
120SCHWAB STRATEGIC TR80852479713,046$947,4020.04%
121ISHARES TR46435U54919,305$910,6170.04%
122DIAGEO PLCDGEAF4,989$865,4920.04%
123UNION PAC CORPUNP4,222$863,9050.04%
124INTEL CORPINTC25,808$863,0420.04%
125ISHARES TR46428988324,299$856,2960.04%
126ISHARES TR46428986716,527$850,3140.04%
127SELECT SECTOR SPDR TR81369Y30811,303$838,3430.04%
128CONSOLIDATED EDISON INCED9,250$836,2000.04%
129AMPLITUDE INCAMPL75,324$828,5640.04%
130BLACKSTONE INCBX8,817$819,7580.03%
131SCHWAB CHARLES CORPSCHW-PJ14,348$813,2450.03%
132VANGUARD SCOTTSDALE FDS92206C70613,470$790,1500.03%
133PROCTER AND GAMBLE CO7427181095,098$773,4640.03%
134ISHARES INC4642863926,155$766,4210.03%
135WILLIS TOWERS WATSON PLC LTDWTW3,234$764,3240.03%
136ISHARES TR4642875491,935$759,9070.03%
137SERVICENOW INCNOW1,309$735,6190.03%
138CONOCOPHILLIPSCOP6,918$720,9480.03%
139CANADIAN PACIFIC KANSAS CITYCP8,472$685,4990.03%
140ISHARES TR4642885138,974$673,6790.03%
141ISHARES TR46428723416,686$660,0980.03%
142SIMON PPTY GROUP INC NEW8288061095,701$658,3280.03%
143ISHARES TR4642876716,604$644,8140.03%
144VANGUARD INTL EQUITY INDEX F92204277511,755$639,5900.03%
145HONEYWELL INTL INC4385161063,067$636,4040.03%
146EMERSON ELEC COEMR6,910$624,5540.03%
147COSTCO WHSL CORP NEW22160K1051,116$600,8330.03%
148ISHARES INC46428674912,880$595,1850.03%
149AUTOZONE INCAZO237$590,9270.03%
150COLUMBIA BKG SYS INC19723610228,460$577,1620.02%
151ARISTA NETWORKS INCANET3,540$573,6920.02%
152COGENT COMMUNICATIONS HLDGSCCOI8,298$558,3720.02%
153ISHARES TR4642878045,266$524,7560.02%
154PHILIP MORRIS INTL INC7181721095,275$521,6100.02%
155ACCENTURE PLC IRELANDACN1,687$520,5750.02%
156ISHARES TR4642874576,291$510,0740.02%
157ISHARES TR4642877214,680$509,5120.02%
158RAYTHEON TECHNOLOGIES CORPRTX5,193$508,7050.02%
159VANGUARD WORLD FD9219107336,435$504,1820.02%
160CVS HEALTH CORPCVS7,252$501,3300.02%
161SPDR SER TR78464A37515,500$497,7050.02%
162EDWARDS LIFESCIENCES CORPEW5,032$474,6690.02%
163CISCO SYS INCCSCO9,053$468,3940.02%
164ISHARES INC46428640014,300$463,7490.02%
165WISDOMTREE TRWT5,500$457,8750.02%
166SPDR SER TR78468R6224,880$449,1060.02%
167GLOBE LIFE INCGL-PD4,058$444,8870.02%
168GLOBAL X FDS37950E10118,232$436,8440.02%
169I3 VERTICALS INCIIIV18,750$428,6250.02%
170NVIDIA CORPORATIONNVDA1,002$423,9710.02%
171DOUBLELINE INCOME SOLUTIONSDSL35,329$420,7680.02%
172VANGUARD WORLD FDS92204A8843,926$418,4270.02%
173COINBASE GLOBAL INCCOIN5,826$416,8520.02%
174ISHARES TR4642888778,510$416,4800.02%
175VANGUARD WORLD FD9219107257,735$410,8060.02%
176ISHARES TR4642891238,311$407,0730.02%
177TARGET CORPTGT3,079$406,1200.02%
178SCHWAB STRATEGIC TR8085247637,965$401,8580.02%
179ISHARES TR4642885704,712$396,6090.02%
180VANGUARD CHARLOTTE FDS92203J4078,105$396,1940.02%
181ISHARES TR46434V6966,890$395,6930.02%
1823M COMMM3,824$382,7080.02%
183VANGUARD SPECIALIZED FUNDS9219088442,344$382,5740.02%
184JD.COM INCJDCMF11,042$376,8630.02%
185MAIN STR CAP CORP56035L1049,350$374,2810.02%
186HOME DEPOT INCHD1,195$371,2990.02%
187DANAHER CORPORATION2358511021,521$365,2960.02%
188ASTRAZENECA PLCAZN5,046$361,1390.02%
189ATRICURE INCATRC7,263$358,5020.02%
190NOVO-NORDISK A SNONOF2,202$356,3490.02%
191GOLUB CAP BDC INC38173M10225,725$347,2880.01%
192THERMO FISHER SCIENTIFIC INCTMO665$347,1960.01%
193MERCK & CO INCMRK2,988$346,9670.01%
194ALIBABA GROUP HLDG LTDBBAAY4,154$346,2360.01%
195MADRIGAL PHARMACEUTICALS INCMDGL1,492$344,6520.01%
196L3HARRIS TECHNOLOGIES INCLHX1,752$342,9900.01%
197ALLSTATE CORPALL-PJ3,120$342,9810.01%
198SHELL PLCRYDAF5,618$339,2140.01%
199SPDR SER TR78464A8704,037$335,8640.01%
200YUM BRANDS INCYUM2,365$327,6080.01%
201ISHARES SILVER TRSLV14,947$312,2480.01%
202GENERAL DYNAMICS CORPGD1,425$306,5890.01%
203PPG INDS INC6935061072,000$296,6000.01%
204DIMENSIONAL ETF TRUST25434V7248,530$294,2850.01%
205KRANESHARES TR50076773614,265$293,5740.01%
206AMERICAN EXPRESS COAXP1,666$290,2790.01%
207TALOS ENERGY INCTALO20,162$279,6470.01%
208CATERPILLAR INCCAT1,126$277,0000.01%
209ISHARES TR46432F3882,915$273,3980.01%
210SPDR DOW JONES INDL AVERAGE78467X109792$273,0470.01%
211REGENERON PHARMACEUTICALSREGN380$273,0450.01%
212NIKE INCNKE2,464$272,6630.01%
213LILLY ELI & COLLY569$266,8500.01%
214CUMMINS INCCMI1,072$262,7790.01%
215PHILLIPS 66PSX2,720$259,4390.01%
216TEMPUR SEALY INTL INCSGI6,461$258,8920.01%
217BRISTOL-MYERS SQUIBB COCELG-RI3,979$254,4560.01%
218CARRIER GLOBAL CORPORATIONCARR5,052$252,0700.01%
219FISCALNOTE HOLDINGS INCNOTEW69,000$251,1600.01%
220VANGUARD INDEX FDS9229086521,671$249,5400.01%
221LOUISIANA PAC CORPLPX3,316$248,6340.01%
222NUSHARES ETF TRNU12,000$246,7150.01%
223INVESCO EXCH TRADED FD TR IIIVZ5,462$245,5710.01%
224AMGEN INCAMGN1,103$244,8270.01%
225AFLAC INCAFL3,500$244,3000.01%
226COPART INCCPRT2,675$243,9870.01%
227STRYKER CORPORATIONSYK794$242,7090.01%
228DUPONT DE NEMOURS INCDD3,388$242,0390.01%
229INTERNATIONAL BUSINESS MACHSINTR1,749$234,0340.01%
230FEDEX CORPFDX937$233,4630.01%
231KKR INCOME OPPORTUNITIES FDKKRT20,000$232,2000.01%
232COUPANG INCCPNG13,219$230,0100.01%
233ACCEL ENTERTAINMENT INCACEL21,638$228,4970.01%
234ISHARES TR4642874993,086$225,3710.01%
235UNUM GROUPUNMA4,579$218,4180.01%
236DOW INCDOW4,088$217,7260.01%
237ISHARES INC4642867075,540$213,4560.01%
238VANGUARD SCOTTSDALE FDS92206C1023,693$213,1970.01%
239DIMENSIONAL ETF TRUST25434V4014,294$206,7990.01%
240AMPLIFY ETF TR0321088888,035$206,7410.01%
241AFFIRM HLDGS INCAFRM13,454$206,2500.01%
242J P MORGAN EXCHANGE TRADED F46641Q1913,772$204,1620.01%
243CHARTER COMMUNICATIONS INC N16119P108550$202,0050.01%
244STITCH FIX INCSFIX51,506$198,2980.01%
245CHICAGO ATLANTIC REAL ESTATEREFI12,215$190,8020.01%
246PLAYA HOTELS & RESORTS NVN7054410619,396$157,8830.01%
247ENHABIT INCEHAB10,157$116,8060.00%
248FLOTEK INDS INC DEL343389102155,000$113,7700.00%
249EATON VANCE SR INCOME TRETN18,549$101,2780.00%
250LILIUM N VLILMF50,000$88,0000.00%
251DESPEGAR COM CORPG2735810311,793$83,1440.00%
252RELMADA THERAPEUTICS INCRLMD31,715$78,0190.00%
253MIMEDX GROUP INCMDXG10,422$68,8890.00%
2542U INC90214J10110,000$40,3000.00%
255VINTAGE WINE ESTATES INC92747V10610,000$8,5550.00%