Dark
Light
System
Institutional Investment Manager
TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC
TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC (CIK: 0001432976). Institutional holdings reported to the SEC.

Institutional Holdings (2017Q1)
Portfolio Summary: 12 holdings with a total value of $24,795,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 AMAZON COM INC 230 204,000 0.82%
2 ISHARES TR 8,750 473,000 1.91%
3 VANGUARD INDEX FDS 7,000 578,000 2.33%
4 WISDOMTREE TR 12,810 648,000 2.61%
5 SELECT SECTOR SPDR TR 12,900 902,000 3.64%
6 JPMORGAN CHASE & CO 36,581 1,181,000 4.76%
7 ISHARES TR 12,903 2,209,000 8.91%
8 DEEP VALUE ETF 91,794 2,466,000 9.95%
9 SELECT SECTOR SPDR TR 59,474 3,246,000 13.09%
10 FIRST TR ENERGY INCOME GRO 120,490 3,251,000 13.11%
11 ISHARES TR 25,528 3,358,000 13.54%
12 POWERSHARES ETF TRUST 61,273 6,279,000 25.32%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001214659-17-003048, filed 2017.05.08).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.