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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 Q4 2023 · Filed November 14, 2023 · Accession 0001085146-23-004390

Total Value
$2.33B
Positions
272
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (272)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR4642874655,090,731$350.9M15.04%
2ISHARES TR4642875071,032,262$258.6M11.09%
3SPDR SER TR78464A8475,749,413$251.8M10.80%
4ISHARES TR4642871501,882,670$178.2M7.64%
5ISHARES TR46429B7471,520,895$147.4M6.32%
6EXXON MOBIL CORPXOM997,436$117.3M5.03%
7FIRST TR EXCHANGE-TRADED FD33738D1014,039,256$106.7M4.58%
8VANGUARD INDEX FDS922908769494,534$105.0M4.50%
9SPDR S&P 500 ETF TRSPY178,438$76.6M3.28%
10ISHARES GOLD TRIAU1,292,064$45.2M1.94%
11NEW RELIC INC64829B100412,043$35.3M1.51%
12ALPHABET INCGOOG226,216$29.6M1.27%
13APPLE INCAAPL158,695$27.2M1.16%
14UBER TECHNOLOGIES INCUBER586,655$27.0M1.16%
15ISHARES TR464287606327,886$23.8M1.02%
16VANGUARD INDEX FDS92290836358,615$23.1M0.99%
17PROLOGIS INC.PLDGP203,260$22.8M0.98%
18CHEVRON CORP NEWCVX123,400$20.8M0.89%
19FIRST TR EXCHANGE-TRADED FD33739Q804797,670$16.8M0.72%
20ISHARES TR46428720038,946$16.8M0.72%
21ISHARES TR46435G516212,411$14.7M0.63%
22ALPHABET INCGOOG95,022$12.5M0.54%
23CONFLUENT INC20717M103422,435$12.5M0.54%
24MICROSOFT CORPMSFT34,082$10.8M0.46%
25ISHARES TR46428768943,067$10.6M0.45%
26ISHARES TR464288414100,548$10.3M0.44%
27ORACLE CORPORCL-PD95,827$10.1M0.44%
28NUSHARES ETF TRNU274,006$10.0M0.43%
29SPDR SER TR78464A76380,703$9.3M0.40%
30BROADSTONE NET LEASE INCBNL560,820$8.2M0.35%
31ISHARES TR46434V456242,671$8.2M0.35%
32VERIZON COMMUNICATIONS INCVZ251,060$8.1M0.35%
33VANGUARD INDEX FDS922908553105,976$8.1M0.35%
34TESLA INCTSLA32,225$8.1M0.35%
35ISHARES TR46428825786,655$8.0M0.34%
36ISHARES TR46428762233,403$7.9M0.34%
37GOLDMAN SACHS GROUP INCGSCE24,095$7.8M0.33%
38VANGUARD SCOTTSDALE FDS92206C771172,956$7.6M0.32%
39ISHARES TR464289875193,916$7.5M0.32%
40ISHARES TR46435G42576,317$7.2M0.31%
41AMAZON COM INCAMZN55,150$7.0M0.30%
42KRISPY KREME INCDNUT520,840$6.5M0.28%
43SCHWAB STRATEGIC TR808524771110,497$6.2M0.27%
44BERKSHIRE HATHAWAY INC DELBRK-A16,742$5.9M0.25%
45HERITAGE COMM CORPHTBK637,039$5.4M0.23%
46VANGUARD INDEX FDS92290873619,568$5.3M0.23%
47ISHARES TR46428765528,825$5.1M0.22%
48ISHARES TR46428761418,978$5.1M0.22%
49JOHNSON & JOHNSONJNJ32,407$5.0M0.22%
50NUVEEN MUN VALUE FD INCNU582,908$4.8M0.21%
51ISHARES TR46428759831,332$4.8M0.21%
52JPMORGAN CHASE & COVYLD31,423$4.6M0.20%
53VANGUARD INDEX FDS92290874432,063$4.4M0.19%
54CME GROUP INCCME19,533$3.9M0.17%
55ABBVIE INCABBV25,535$3.8M0.16%
56PRIVIA HEALTH GROUP INCPRVA162,615$3.7M0.16%
57SPDR GOLD TRGLD21,413$3.7M0.16%
58ISHARES TR46432F33927,661$3.7M0.16%
59WALMART INCWMT21,631$3.5M0.15%
60SNOWFLAKE INCSNOW22,218$3.4M0.15%
61META PLATFORMS INCMETA10,471$3.1M0.13%
62VISA INCV13,034$3.0M0.13%
63ISHARES TR46434V46419,899$3.0M0.13%
64PEPSICO INCPEP17,196$2.9M0.12%
65ELI LILLY & COLLY5,308$2.9M0.12%
66SHOCKWAVE MED INC82489T10414,166$2.8M0.12%
67MASTERCARD INCORPORATEDMA7,084$2.8M0.12%
68ISHARES TR46428730938,774$2.7M0.11%
69VANGUARD TAX-MANAGED FDS92194385859,467$2.6M0.11%
70PROCEPT BIOROBOTICS CORPPRCT73,388$2.4M0.10%
71WARNER BROS DISCOVERY INCWBD201,490$2.2M0.09%
72FLEXSHARES TRFLEX52,169$2.1M0.09%
73AUTOMATIC DATA PROCESSING INADP8,533$2.1M0.09%
74VANGUARD BD INDEX FDS92203C30340,600$2.0M0.09%
75ISHARES TR46428844873,953$1.9M0.08%
76PENUMBRA INCPEN7,804$1.9M0.08%
77ISHARES INC46434G86361,262$1.9M0.08%
78ISHARES TR46432F84228,310$1.8M0.08%
79MCDONALDS CORPMCD6,897$1.8M0.08%
80ADOBE INCADBE3,540$1.8M0.08%
81VANGUARD STAR FDS92190976833,691$1.8M0.08%
82INVESCO EXCHANGE TRADED FD TIVZ12,517$1.8M0.08%
83INTERCONTINENTAL EXCHANGE IN45866F10415,952$1.8M0.08%
84WISDOMTREE TRWT33,871$1.7M0.07%
85ASANA INCASAN92,319$1.7M0.07%
86QUALCOMM INCQCOM14,995$1.7M0.07%
87VANGUARD INDEX FDS9229086297,921$1.6M0.07%
88VANGUARD INTL EQUITY INDEX F92204274217,612$1.6M0.07%
89UNITEDHEALTH GROUP INCUNH3,218$1.6M0.07%
90ABBOTT LABSABLZF16,685$1.6M0.07%
91VANGUARD INTL EQUITY INDEX F92204285840,791$1.6M0.07%
92STARBUCKS CORPSBUX17,475$1.6M0.07%
93BERKSHIRE HATHAWAY INC DELBRK-A3$1.6M0.07%
94ISHARES TR46429B66315,662$1.6M0.07%
95VANGUARD WHITEHALL FDS92194640614,668$1.5M0.06%
96VANGUARD INDEX FDS9229085387,679$1.5M0.06%
97SALESFORCE INCCRM7,018$1.4M0.06%
98PROCTER AND GAMBLE CO7427181099,166$1.3M0.06%
99VANGUARD INDEX FDS9229087517,024$1.3M0.06%
100PFIZER INCPFE40,000$1.3M0.06%
101SPDR S&P MIDCAP 400 ETF TRMDY2,849$1.3M0.06%
102SBA COMMUNICATIONS CORP NEWSBAC6,491$1.3M0.06%
103FEDERAL RLTY INVT TR NEW31374510113,841$1.3M0.05%
104SCHWAB STRATEGIC TR80852420125,083$1.3M0.05%
105COCA COLA COKO22,329$1.3M0.05%
106DISNEY WALT CO25468710615,332$1.2M0.05%
107VANGUARD WORLD FDS92204A7022,986$1.2M0.05%
108BROADCOM INCAVGO1,445$1.2M0.05%
109PALO ALTO NETWORKS INCPANW5,073$1.2M0.05%
110LOWES COS INC5486611075,427$1.1M0.05%
111VANGUARD SCOTTSDALE FDS92206C70619,713$1.1M0.05%
112SEI INVTS CO78411710318,521$1.1M0.05%
113INVESCO QQQ TRIVZ3,086$1.1M0.05%
114ENTERPRISE PRODS PARTNERS L29379210740,036$1.1M0.05%
115UNION PAC CORPUNP5,317$1.1M0.05%
116ALTI GLOBAL INCALTI151,779$1.1M0.05%
117FIRST TR MLP & ENERGY INCOM33739B104133,169$1.1M0.05%
118ISHARES TR46428722611,144$1.0M0.04%
119CROWN CASTLE INCCCI11,102$1.0M0.04%
120BLACKROCK INCBLK1,547$999,2780.04%
121INTEL CORPINTC27,969$994,2930.04%
122BLACKSTONE INCBX9,028$975,8690.04%
123AMERICAN TOWER CORP NEW03027X1005,924$963,9780.04%
124PHILIP MORRIS INTL INC71817210910,240$961,3370.04%
125ISHARES TR46432F83415,866$951,8020.04%
126ISHARES TR46428748110,115$925,8260.04%
127ISHARES TR46428828111,218$925,7100.04%
128STEM INCSTEM217,940$924,0660.04%
129BANK AMERICA CORP06050510433,561$918,9150.04%
130AMPLITUDE INCAMPL75,324$871,4990.04%
131CONOCOPHILLIPSCOP6,931$834,4390.04%
132ISHARES TR4642876718,702$828,2520.04%
133MIMEDX GROUP INCMDXG113,376$826,5120.04%
134ISHARES TR46428988324,299$825,2190.04%
135MERCK & CO INCMRK7,868$815,8260.03%
136ISHARES TR46428986716,458$813,1900.03%
137CONSOLIDATED EDISON INCED9,250$791,1530.03%
138ISHARES TR46435U54917,377$787,1780.03%
139SCHWAB CHARLES CORPSCHW-PJ14,348$785,0010.03%
140DIAGEO PLCDGEAF5,141$779,8320.03%
141SELECT SECTOR SPDR TR81369Y30811,303$777,7600.03%
142ACCENTURE PLC IRELANDACN2,552$774,6780.03%
143CITIZENS FINL GROUP INCCIA28,043$751,5520.03%
144ISHARES INC4642863926,155$739,6460.03%
145WILLIS TOWERS WATSON PLC LTDWTW3,234$678,4930.03%
146RALPH LAUREN CORPRL5,763$673,3490.03%
147ISHARES TR4642885138,974$661,5630.03%
148ARISTA NETWORKS INCANET3,540$652,8820.03%
149SERVICENOW INCNOW1,138$636,0970.03%
150ISHARES TR46428723416,686$633,2340.03%
151CANADIAN PACIFIC KANSAS CITYCP8,412$627,1190.03%
152SIMON PPTY GROUP INC NEW8288061095,800$626,5730.03%
153COSTCO WHSL CORP NEW22160K1051,109$626,5400.03%
154VANGUARD INTL EQUITY INDEX F92204277511,755$609,7320.03%
155AUTOZONE INCAZO237$601,9780.03%
156CVS HEALTH CORPCVS8,535$597,1620.03%
157HONEYWELL INTL INC4385161063,169$585,4410.03%
158COLUMBIA BKG SYS INC19723610228,711$582,8430.02%
159VANGUARD WORLD FD9219107337,730$581,4500.02%
160ISHARES TR4642875491,498$572,8020.02%
161ISHARES INC46428674912,880$561,1810.02%
162CISCO SYS INCCSCO10,181$547,3800.02%
163EMERSON ELEC COEMR5,510$534,2060.02%
164AMGEN INCAMGN1,917$515,3390.02%
165COGENT COMMUNICATIONS HLDGSCCOI8,298$513,6460.02%
166ISHARES TR4642874576,291$509,3830.02%
167ISHARES TR4642878045,266$499,1580.02%
168VANGUARD SCOTTSDALE FDS92206C4096,620$497,4930.02%
169ISHARES TR4642877214,680$491,4410.02%
170J P MORGAN EXCHANGE TRADED F46641Q1919,584$487,1770.02%
171SOUTHERN COSOMN7,517$486,4690.02%
172WISDOMTREE TRWT5,500$485,3750.02%
173COINBASE GLOBAL INCCOIN6,224$467,2990.02%
174NVIDIA CORPORATIONNVDA1,046$455,1150.02%
175GLOBAL X FDS37950E10118,232$447,9550.02%
176SPDR SER TR78468R6224,880$441,1520.02%
177GLOBE LIFE INCGL-PD4,050$440,3570.02%
178ISHARES INC46428640014,300$438,5810.02%
179RTX CORPORATIONRTX5,949$428,1170.02%
180VANGUARD WORLD FD9219107258,475$427,4790.02%
181SHELL PLCRYDAF6,539$420,9960.02%
182ISHARES TR4642888778,576$419,6230.02%
183DUPONT DE NEMOURS INCDD5,571$415,5410.02%
184VANGUARD WORLD FDS92204A8843,936$415,3910.02%
185DOUBLELINE INCOME SOLUTIONSDSL35,329$414,0560.02%
186HOME DEPOT INCHD1,338$404,3730.02%
187DANAHER CORPORATION2358511021,616$400,8800.02%
188NOVO-NORDISK A SNONOF4,314$392,3150.02%
189ISHARES SILVER TRSLV19,247$391,4890.02%
190VANGUARD CHARLOTTE FDS92203J4078,146$389,6040.02%
191ISHARES TR4642885704,712$385,0950.02%
192ISHARES TR46434V6966,890$383,0840.02%
193MAIN STR CAP CORP56035L1049,350$379,8910.02%
194GOLUB CAP BDC INC38173M10225,725$377,3860.02%
195ISHARES TR4642874404,110$376,4000.02%
196ISHARES TR4642891238,311$368,0940.02%
197VANGUARD SPECIALIZED FUNDS9219088442,350$367,0040.02%
198TJX COS INC NEW8725401094,129$366,9860.02%
199TARGET CORPTGT3,240$358,2130.02%
200ALIBABA GROUP HLDG LTDBBAAY4,106$356,1550.02%
201SCHWAB STRATEGIC TR8085247637,321$354,9730.02%
202MONDELEZ INTL INC6092071055,082$354,8510.02%
203ALLSTATE CORPALL-PJ3,120$350,3760.02%
204PHILLIPS 66PSX2,904$348,8850.01%
205EDWARDS LIFESCIENCES CORPEW5,032$348,6170.01%
2063M COMMM3,700$346,4200.01%
207ASTRAZENECA PLCAZN5,025$338,7980.01%
208THERMO FISHER SCIENTIFIC INCTMO661$334,8130.01%
209TALOS ENERGY INCTALO20,000$328,8000.01%
210BP PLCBPPFF8,375$324,2780.01%
211JD.COM INCJDCMF11,042$321,6530.01%
212ATRICURE INCATRC7,263$318,1190.01%
213REGENERON PHARMACEUTICALSREGN380$312,7250.01%
214CORTEVA INCCTVA6,094$311,7680.01%
215DOW INCDOW6,026$310,7010.01%
216CATERPILLAR INCCAT1,131$308,7580.01%
217ISHARES INC46434G1036,445$306,6920.01%
218L3HARRIS TECHNOLOGIES INCLHX1,752$302,2100.01%
219ENCOMPASS HEALTH CORPEHC4,463$300,4050.01%
220DIMENSIONAL ETF TRUST25434V7248,816$299,9210.01%
221YUM BRANDS INCYUM2,368$295,8840.01%
222COMCAST CORP NEWCCZ6,665$295,5310.01%
223SPDR SER TR78464A8704,045$295,3540.01%
224KRANESHARES TR50076773614,265$293,2880.01%
225GENERAL DYNAMICS CORPGD1,310$289,4700.01%
226TOYOTA MOTOR CORPTOYOF1,605$288,4990.01%
227AFFIRM HLDGS INCAFRM13,454$286,1670.01%
228TEMPUR SEALY INTL INCSGI6,461$280,0200.01%
229AFLAC INCAFL3,500$268,6250.01%
230SPDR DOW JONES INDL AVERAGE78467X109794$266,6060.01%
231ALTRIA GROUP INCMO6,145$264,4210.01%
232PPG INDS INC6935061072,010$260,8380.01%
233ISHARES TR46432F3882,808$256,6500.01%
234ISHARES INC46434G8224,156$250,5850.01%
235CUMMINS INCCMI1,080$246,6370.01%
236SEALED AIR CORP NEWSE7,486$245,9900.01%
237INTERNATIONAL BUSINESS MACHSINTR1,749$245,3860.01%
238CHARTER COMMUNICATIONS INC N16119P108550$241,8440.01%
239AIRBNB INCABNB1,756$240,9410.01%
240VANGUARD INDEX FDS9229086521,673$240,6540.01%
241CARRIER GLOBAL CORPORATIONCARR4,345$239,8240.01%
242KKR INCOME OPPORTUNITIES FDKKRT20,000$239,2000.01%
243DEERE & CODE631$238,9790.01%
244UNITED PARCEL SERVICE INCUPS1,526$237,7660.01%
245INVESCO EXCH TRADED FD TR IIIVZ5,462$237,7610.01%
246NIKE INCNKE2,463$236,2840.01%
247TEXAS INSTRS INC8825081041,475$234,5390.01%
248J P MORGAN EXCHANGE TRADED F46641Q2254,011$233,2390.01%
249UNILEVER PLCUNLYF4,688$231,5700.01%
250COPART INCCPRT5,350$230,5320.01%
251FEDEX CORPFDX862$229,4480.01%
252BRISTOL-MYERS SQUIBB COCELG-RI3,909$226,8780.01%
253UNUM GROUPUNMA4,579$225,2410.01%
254COUPANG INCCPNG13,219$224,7230.01%
255STRYKER CORPORATIONSYK796$218,0110.01%
256MADRIGAL PHARMACEUTICALS INCMDGL1,492$217,8920.01%
257ISHARES TR4642874993,086$214,7100.01%
258CAPITAL ONE FINL CORP14040H1052,205$213,9950.01%
259VANGUARD SCOTTSDALE FDS92206C1023,693$212,7170.01%
260NVENT ELECTRIC PLCNVT3,856$204,3380.01%
261PNC FINL SVCS GROUP INC6934751051,634$200,5600.01%
262FISCALNOTE HOLDINGS INCNOTEW95,000$197,6000.01%
263CHICAGO ATLANTIC REAL ESTATEREFI12,591$191,2510.01%
264STITCH FIX INCSFIX51,506$177,6960.01%
265FLOTEK INDS INC DEL34338940925,834$114,4450.00%
266ENHABIT INCEHAB10,157$114,2670.00%
267EATON VANCE SR INCOME TRETN18,549$109,4390.00%
268RELMADA THERAPEUTICS INCRLMD31,715$95,1450.00%
269DESPEGAR COM CORPG2735810311,793$85,5030.00%
270LILIUM N VLILMF50,000$35,6650.00%
271RIGETTI COMPUTING INCRGTIW21,696$28,8560.00%
272VINTAGE WINE ESTATES INC92747V10610,000$5,6900.00%