Tiedemann Wealth Management Holdings, LLC 13F Holdings · last filed Q2 2017
Tiedemann Wealth Management Holdings, LLC reported 3 securities worth $2.68M in its SEC 13F filing for Q2 2017 (period ended 2017-06-30). Top holdings: PRF (59.99%), XLP (21.16%), IJH (18.85%). Among its top 25 positions this quarter: 3 trimmed, 9 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PRF | Powershares FTSE Rafi US 1k | $1.6M | 59.99% | 15,576 | Trimmed |
| 2 | XLP | Consumer Staples Select Sector | $568,000 | 21.16% | 10,331 | Trimmed |
| 3 | IJH | iShares Core S & P Midcap ETF | $506,000 | 18.85% | 2,907 | Trimmed |
| 4 | AMJ | JPMorgan Alerian MLP ETN | $0 | 0.00% | 0 | Exited |
| 5 | AMZN | Amazon Inc | $0 | 0.00% | 0 | Exited |
| 6 | DEEP | Deep Value ETF | $0 | 0.00% | 0 | Exited |
| 7 | DXJ | Wisdomtree Tr Japan Hedged Equity Fund | $0 | 0.00% | 0 | Exited |
| 8 | FEN | First Trust Energy Income & Growth | $0 | 0.00% | 0 | Exited |
| 9 | ITOT | iShares Core S&P TOT US | $0 | 0.00% | 0 | Exited |
| 10 | IVW | iShares S&P 500 Growth Index Fund | $0 | 0.00% | 0 | Exited |
| 11 | VNQ | Vanguard REIT | $0 | 0.00% | 0 | Exited |
| 12 | XLE | Energy Select Sector SPDR ETF | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2017-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR