Tiedemann Wealth Management
Latest statistics and disclosures from Tiedemann Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPMD, IJH, ITOT, VTI, EMLP, and represent 49.76% of Tiedemann Advisors's stock portfolio.
- Added to shares of these 10 stocks: ITOT (+$35M), NUMG (+$17M), IJK (+$9.1M), QUAL (+$7.2M), VTI (+$6.2M), VWO (+$5.0M), IJH, EEM, VOO, FXE.
- Started 28 new stock positions in NOC, IEMG, BKNG, DWAC, CCJ, VLUE, CVS, CFVI, FXE, IEFA.
- Reduced shares in these 10 stocks: VEA (-$47M), VV (-$13M), SPMD (-$9.4M), QQQ (-$8.7M), XLE (-$7.9M), IAU (-$5.5M), VZ (-$5.3M), Federal Realty Inv. Trust, PLD, VNQ.
- Sold out of its positions in EXPE, Federal Realty Inv. Trust, GAB, GXO, OEF, EWT, IIIV, BBEU, EL, LGF.A. LGF.B, NFLX, PYPL, Phillips 66 Partners, KBE, SRLN, TSM, TWTR, VV, ETN.
- Tiedemann Advisors was a net seller of stock by $-671k.
- Tiedemann Advisors has $2.0B in assets under management (AUM), dropping by -4.04%.
- Central Index Key (CIK): 0001483232
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Portfolio Holdings for Tiedemann Advisors
Companies in the Tiedemann Advisors portfolio as of the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 15.6 | $307M | -2% | 6.5M | 47.16 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 13.1 | $258M | 960k | 268.34 | ||
| Ishares Tr Core S&p Ttl Stk (ITOT) | 10.2 | $201M | +20% | 2.0M | 100.94 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 5.7 | $112M | +5% | 492k | 227.67 | |
| First Tr Exchange-traded No Amer Energy (EMLP) | 5.2 | $103M | 3.7M | 27.69 | ||
| Ishares Gold Tr Ishares New (IAU) | 3.4 | $67M | -7% | 1.8M | 36.83 | |
| Ishares Tr Modert Alloc Etf (AOM) | 3.3 | $66M | 1.5M | 42.97 | ||
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.8 | $56M | 123k | 453.03 | ||
| Nushares Etf Tr Nuveen Esg Midcp (NUMG) | 2.0 | $39M | +72% | 892k | 43.82 | |
| Prologis (PLD) | 1.8 | $36M | -7% | 220k | 161.48 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $29M | 10k | 2781.01 | ||
| Apple (AAPL) | 1.5 | $29M | 166k | 174.61 | ||
| Exxon Mobil Corporation (XOM) | 1.3 | $26M | 317k | 82.59 | ||
| Uber Technologies (UBER) | 1.2 | $24M | 680k | 35.68 | ||
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 1.2 | $23M | +65% | 296k | 77.27 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.0 | $21M | 46k | 453.77 | ||
| Vanguard Index Fds Real Estate Etf (VNQ) | 1.0 | $19M | -12% | 175k | 108.40 | |
| Confluent Class A Com (CFLT) | 0.9 | $18M | 426k | 41.00 | ||
| Ishares Tr Russell 3000 Etf (IWV) | 0.9 | $17M | +12% | 65k | 262.38 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $16M | -2% | 5.7k | 2792.56 | |
| Qualcomm (QCOM) | 0.7 | $13M | 86k | 152.83 | ||
| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $13M | -14% | 173k | 73.61 | |
| Broadstone Net Lease (BNL) | 0.6 | $12M | 561k | 21.78 | ||
| Microsoft Corporation (MSFT) | 0.6 | $11M | 37k | 308.35 | ||
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.6 | $11M | +80% | 243k | 46.13 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.5 | $10M | 81k | 128.12 | ||
| Amazon (AMZN) | 0.5 | $9.4M | +3% | 2.9k | 3260.63 | |
| Oracle Corporation (ORCL) | 0.4 | $8.9M | -6% | 107k | 82.73 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $8.8M | +7% | 35k | 250.08 | |
| Ishares Tr Msci Lw Crb Tg (CRBN) | 0.4 | $8.7M | 53k | 163.31 | ||
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.4 | $8.6M | -84% | 179k | 48.03 | |
| Verizon Communications (VZ) | 0.4 | $8.3M | -38% | 163k | 50.94 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.4 | $8.0M | +863% | 59k | 134.62 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $8.0M | -52% | 22k | 362.97 | |
| Goldman Sachs (GS) | 0.4 | $7.6M | 23k | 330.15 | ||
| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $7.4M | -2% | 36k | 205.24 | |
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.4 | $7.2M | +9% | 144k | 50.10 | |
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.4 | $7.1M | +18% | 70k | 101.38 | |
| Heritage Commerce (HTBK) | 0.4 | $7.0M | 624k | 11.25 | ||
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $6.7M | -23% | 24k | 277.63 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.3 | $6.7M | 113k | 59.27 | ||
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $6.6M | +99% | 16k | 415.09 | |
| Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.3 | $6.5M | 111k | 58.48 | ||
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.3 | $5.7M | +68% | 78k | 73.73 | |
| Tesla Motors (TSLA) | 0.3 | $5.7M | +2% | 5.3k | 1077.61 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 0.3 | $5.3M | 39k | 135.32 | ||
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.3 | $5.2M | +10% | 52k | 101.24 | |
| Select Sector Spdr Tr Energy (XLE) | 0.3 | $5.1M | -60% | 67k | 76.44 | |
| Enterprise Products Partners (EPD) | 0.3 | $5.0M | -6% | 193k | 25.81 | |
| Ishares Tr National Mun Etf (MUB) | 0.3 | $4.9M | +51% | 45k | 109.64 | |
| Tc Energy Corp (TRP) | 0.2 | $4.9M | -4% | 86k | 56.42 | |
| Snowflake Cl A (SNOW) | 0.2 | $4.8M | 21k | 229.09 | ||
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $4.8M | -10% | 9.00 | 528888.89 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $4.7M | -3% | 61k | 76.38 | |
| Cme (CME) | 0.2 | $4.7M | 20k | 237.89 | ||
| Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) | 0.2 | $4.6M | -4% | 94k | 49.06 | |
| Asana Cl A (ASAN) | 0.2 | $4.6M | 114k | 39.97 | ||
| Ishares Tr Msci Acwi Etf (ACWI) | 0.2 | $4.5M | +2% | 45k | 99.81 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $4.1M | 12k | 352.74 | ||
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $4.1M | +13% | 23k | 180.61 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $4.0M | +1442% | 89k | 45.14 | |
| Liberty Media Corp Del Com C Siriusxm (LSXMK) | 0.2 | $4.0M | -10% | 88k | 45.73 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $3.9M | -12% | 23k | 165.97 | |
| Cisco Systems (CSCO) | 0.2 | $3.7M | 66k | 55.75 | ||
| JPMorgan Chase & Co. (JPM) | 0.2 | $3.6M | 26k | 136.35 | ||
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $3.3M | 12k | 287.53 | ||
| Nextera Energy Partners Com Unit Part In (NEP) | 0.2 | $3.2M | -6% | 39k | 83.35 | |
| Starbucks Corporation (SBUX) | 0.1 | $2.9M | 32k | 90.99 | ||
| Shockwave Med (SWAV) | 0.1 | $2.9M | 14k | 207.33 | ||
| NVIDIA Corporation (NVDA) | 0.1 | $2.8M | +9% | 10k | 272.77 | |
| Wal-Mart Stores (WMT) | 0.1 | $2.8M | 19k | 149.46 | ||
| Nxp Semiconductors N V (NXPI) | 0.1 | $2.8M | 15k | 185.89 | ||
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $2.8M | -3% | 47k | 59.74 | |
| Invesco Currencyshares Euro Euro Shs (FXE) | 0.1 | $2.7M | NEW | 27k | 102.57 | |
| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.1 | $2.7M | NEW | 22k | 124.22 | |
| Stem (STEM) | 0.1 | $2.6M | 239k | 11.01 | ||
| Visa Com Cl A (V) | 0.1 | $2.5M | -29% | 11k | 221.84 | |
| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $2.4M | +103% | 66k | 36.72 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $2.4M | NEW | 22k | 106.90 | |
| Penumbra (PEN) | 0.1 | $2.3M | 11k | 222.04 | ||
| Flexshares Tr Mornstar Upstr (GUNR) | 0.1 | $2.3M | 49k | 46.83 | ||
| Mastercard Incorporated Cl A (MA) | 0.1 | $2.3M | 6.4k | 357.49 | ||
| Liberty Media Corp Del Com A Siriusxm (LSXMA) | 0.1 | $2.3M | 50k | 45.72 | ||
| Comcast Corp Cl A (CMCSA) | 0.1 | $2.2M | 48k | 46.82 | ||
| Abbvie (ABBV) | 0.1 | $2.2M | -9% | 13k | 162.26 | |
| Intercontinental Exchange (ICE) | 0.1 | $2.1M | 16k | 132.11 | ||
| Oneok (OKE) | 0.1 | $2.1M | 29k | 70.62 | ||
| Pepsi (PEP) | 0.1 | $2.1M | +2% | 12k | 167.33 | |
| Canadian Pacific Railway (CP) | 0.1 | $2.0M | 25k | 82.57 | ||
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $2.0M | 13k | 157.73 | ||
| Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $2.0M | -9% | 4.8k | 416.60 | |
| Meta Platforms Cl A (FB) | 0.1 | $2.0M | -23% | 8.9k | 222.32 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $2.0M | 25k | 78.01 | ||
| Automatic Data Processing (ADP) | 0.1 | $1.9M | 8.5k | 228.50 | ||
| Public Service Enterprise (PEG) | 0.1 | $1.9M | -7% | 28k | 70.01 | |
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $1.9M | 13k | 147.87 | ||
| Dupont De Nemours (DD) | 0.1 | $1.9M | 25k | 73.61 | ||
| Rockwell Automation (ROK) | 0.1 | $1.8M | 6.4k | 280.11 | ||
| UnitedHealth (UNH) | 0.1 | $1.8M | +3% | 3.5k | 509.76 | |
| First Tr Mlp & Energy Income (FEI) | 0.1 | $1.7M | 212k | 8.25 | ||
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.1 | $1.7M | 160k | 10.76 | ||
| Dow (DOW) | 0.1 | $1.7M | 27k | 63.71 | ||
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $1.7M | 15k | 112.22 | ||
| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $1.7M | +113% | 21k | 81.07 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $1.6M | +2% | 3.5k | 455.90 | |
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.1 | $1.6M | +207% | 28k | 57.20 | |
| At&t (T) | 0.1 | $1.6M | 68k | 23.61 | ||
| Enbridge (ENB) | 0.1 | $1.6M | 35k | 46.11 | ||
| ConocoPhillips (COP) | 0.1 | $1.6M | 16k | 100.20 | ||
| Williams Companies (WMB) | 0.1 | $1.5M | 46k | 33.42 | ||
| Wynn Resorts (WYNN) | 0.1 | $1.5M | 19k | 79.76 | ||
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $1.5M | NEW | 21k | 69.48 | |
| Spdr Ser Tr Comp Software (XSW) | 0.1 | $1.5M | NEW | 10k | 147.40 | |
| Ali (ALCO) | 0.1 | $1.5M | 39k | 38.06 | ||
| Corteva (CTVA) | 0.1 | $1.4M | 25k | 57.45 | ||
| Phillips 66 (PSX) | 0.1 | $1.4M | +92% | 17k | 86.26 | |
| Ishares Tr Msci Intl Qualty (IQLT) | 0.1 | $1.4M | +55% | 39k | 36.87 | |
| Johnson & Johnson (JNJ) | 0.1 | $1.4M | +7% | 8.1k | 177.30 | |
| Chevron Corporation (CVX) | 0.1 | $1.4M | 8.7k | 162.71 | ||
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.4M | -49% | 6.7k | 212.32 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $1.4M | 13k | 107.82 | ||
| Avalara (AVLR) | 0.1 | $1.4M | 14k | 99.48 | ||
| Cheniere Energy Partners Com Unit (CQP) | 0.1 | $1.4M | 24k | 56.36 | ||
| Walt Disney Company (DIS) | 0.1 | $1.4M | +2% | 10k | 137.20 | |
| Sempra Energy (SRE) | 0.1 | $1.3M | 7.9k | 169.18 | ||
| Ishares Msci Switzerland (EWL) | 0.1 | $1.3M | 26k | 49.11 | ||
| Citizens Financial (CFG) | 0.1 | $1.3M | 28k | 45.32 | ||
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $1.3M | 13k | 100.49 | ||
| Abbott Laboratories (ABT) | 0.1 | $1.3M | +2% | 11k | 118.22 | |
| Amplify Etf Tr Blackswan Grwt (SWAN) | 0.1 | $1.2M | +13% | 39k | 31.31 | |
| Gcp Applied Technologies (GCP) | 0.1 | $1.2M | 39k | 31.43 | ||
| SEI Investments Company (SEIC) | 0.1 | $1.2M | 20k | 60.19 | ||
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $1.2M | +100% | 22k | 53.84 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $1.2M | 2.4k | 492.80 | ||
| McDonald's Corporation (MCD) | 0.1 | $1.2M | +7% | 4.8k | 247.49 | |
| Union Pacific Corporation (UNP) | 0.1 | $1.2M | +2% | 4.3k | 273.19 | |
| Lowe's Companies (LOW) | 0.1 | $1.1M | -8% | 5.6k | 202.13 | |
| salesforce (CRM) | 0.1 | $1.1M | -17% | 5.4k | 212.14 | |
| Coinbase Global Com Cl A (COIN) | 0.1 | $1.1M | +10% | 5.9k | 189.84 | |
| Westlake Chem Partners Com Unit Rp Lp (WLKP) | 0.1 | $1.1M | 40k | 27.07 | ||
| Nextera Energy (NEE) | 0.1 | $1.1M | -19% | 13k | 84.77 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $1.0M | 3.9k | 269.53 | ||
| Pfizer (PFE) | 0.1 | $1.0M | +2% | 20k | 51.83 | |
| Holly Energy Partners Com Ut Ltd Ptn (HEP) | 0.1 | $989k | 56k | 17.69 | ||
| Diageo Spon Adr New (DEO) | 0.0 | $978k | 4.8k | 204.39 | ||
| Marriott Intl Cl A (MAR) | 0.0 | $951k | 5.4k | 175.88 | ||
| Philip Morris International (PM) | 0.0 | $895k | 9.4k | 95.17 | ||
| Raytheon Technologies Corp (RTX) | 0.0 | $885k | -2% | 8.9k | 99.08 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $883k | 12k | 75.87 | ||
| Janus Henderson Group Ord Shs (JHG) | 0.0 | $870k | 25k | 35.02 | ||
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $866k | +3% | 2.2k | 389.04 | |
| Coca-Cola Company (KO) | 0.0 | $858k | +3% | 14k | 62.36 | |
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $854k | +46% | 17k | 50.26 | |
| Ishares Tr New Zealand Etf (ENZL) | 0.0 | $846k | 15k | 54.99 | ||
| International Game Technolog Shs Usd (IGT) | 0.0 | $808k | 33k | 24.68 | ||
| Intel Corporation (INTC) | 0.0 | $792k | +203% | 16k | 49.58 | |
| Spdr Ser Tr S&p Biotech (XBI) | 0.0 | $786k | +11% | 8.7k | 89.91 | |
| Ishares Msci World Etf (URTH) | 0.0 | $785k | 6.1k | 127.95 | ||
| Willis Towers Watson SHS (WTW) | 0.0 | $770k | 3.2k | 237.22 | ||
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $739k | -30% | 4.3k | 170.79 | |
| Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) | 0.0 | $731k | 16k | 46.12 | ||
| Zendesk (ZEN) | 0.0 | $728k | 6.1k | 120.29 | ||
| Caterpillar (CAT) | 0.0 | $692k | +2% | 3.1k | 222.58 | |
| Invesco Exchange Traded Fd T Dynmc Lrg Valu (PWV) | 0.0 | $658k | 13k | 48.93 | ||
| Ralph Lauren Corp Cl A (RL) | 0.0 | $657k | 5.8k | 114.00 | ||
| 3M Company (MMM) | 0.0 | $652k | +5% | 4.4k | 148.86 | |
| Nike CL B (NKE) | 0.0 | $648k | +12% | 4.8k | 134.66 | |
| Cigna Corp (CI) | 0.0 | $644k | 2.7k | 239.41 | ||
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $643k | 5.4k | 119.58 | ||
| Jd.com Spon Adr Cl A (JD) | 0.0 | $635k | 11k | 57.95 | ||
| Affirm Hldgs Com Cl A (AFRM) | 0.0 | $623k | 14k | 46.31 | ||
| Wec Energy Group (WEC) | 0.0 | $621k | 6.2k | 99.87 | ||
| Vanguard World Fds Comm Srvc Etf (VOX) | 0.0 | $614k | 5.1k | 120.04 | ||
| Honeywell International (HON) | 0.0 | $612k | 3.1k | 194.35 | ||
| Ishares Tr Grwt Allocat Etf (AOR) | 0.0 | $605k | +111% | 11k | 54.27 | |
| Edwards Lifesciences (EW) | 0.0 | $596k | +3% | 5.1k | 117.53 | |
| DTE Energy Company (DTE) | 0.0 | $589k | 4.4k | 133.02 | ||
| Global X Fds Msci Norway Etf (NORW) | 0.0 | $582k | 18k | 31.92 | ||
| 1life Healthcare (ONEM) | 0.0 | $574k | -33% | 52k | 11.07 | |
| Novo-nordisk A S Adr (NVO) | 0.0 | $560k | 5.0k | 112.02 | ||
| Cogent Communications Hldgs Com New (CCOI) | 0.0 | $554k | 8.3k | 66.37 | ||
| Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 0.0 | $549k | 10k | 53.41 | ||
| Kinder Morgan (KMI) | 0.0 | $543k | 29k | 18.89 | ||
| Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.0 | $535k | 4.0k | 134.46 | ||
| Stitch Fix Com Cl A (SFIX) | 0.0 | $519k | -22% | 52k | 10.08 | |
| Ishares Core Msci Emkt (IEMG) | 0.0 | $514k | NEW | 9.2k | 55.81 | |
| Cameco Corporation (CCJ) | 0.0 | $513k | NEW | 18k | 29.09 | |
| Shell Midstream Partners Unit Ltd Int (SHLX) | 0.0 | $508k | 36k | 14.22 | ||
| AutoZone (AZO) | 0.0 | $490k | 240.00 | 2041.67 | ||
| AFLAC Incorporated (AFL) | 0.0 | $483k | 7.5k | 64.40 | ||
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $482k | 4.7k | 102.99 | ||
| AtriCure (ATRC) | 0.0 | $477k | 7.3k | 65.68 | ||
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $471k | -25% | 2.9k | 162.02 | |
| Danaher Corporation (DHR) | 0.0 | $458k | +5% | 1.6k | 293.03 | |
| Procter & Gamble Company (PG) | 0.0 | $453k | +13% | 3.0k | 152.94 | |
| Allstate Corporation (ALL) | 0.0 | $440k | 3.2k | 139.42 | ||
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $438k | -2% | 4.0k | 108.93 | |
| Richmond Mut Bancorporatin I (RMBI) | 0.0 | $438k | 26k | 17.09 | ||
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $436k | 1.3k | 347.69 | ||
| Ishares Tr Cohen Steer Reit (ICF) | 0.0 | $422k | -17% | 5.9k | 71.09 | |
| Ishares Tr Core Msci Pac (IPAC) | 0.0 | $419k | 6.9k | 60.81 | ||
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $419k | 8.0k | 52.52 | ||
| Thermo Fisher Scientific (TMO) | 0.0 | $416k | +9% | 705.00 | 590.07 | |
| Laboratory Corp Amer Hldgs Com New (LH) | 0.0 | $413k | 1.6k | 263.56 | ||
| Newmont Mining Corporation (NEM) | 0.0 | $409k | 5.1k | 79.45 | ||
| Globe Life (GL) | 0.0 | $407k | 4.1k | 100.49 | ||
| Charles Schwab Corporation (SCHW) | 0.0 | $403k | +4% | 4.8k | 84.27 | |
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $401k | NEW | 3.2k | 125.67 | |
| Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $391k | 4.5k | 86.73 | ||
| Merck & Co (MRK) | 0.0 | $379k | -10% | 4.6k | 82.73 | |
| Altria (MO) | 0.0 | $378k | 7.1k | 53.26 | ||
| General Electric Com New (GE) | 0.0 | $375k | +8% | 4.1k | 91.46 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $373k | -5% | 5.9k | 63.00 | |
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.0 | $369k | 7.5k | 49.08 | ||
| BlackRock (BLK) | 0.0 | $369k | +58% | 483.00 | 763.98 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $366k | NEW | 3.6k | 102.52 | |
| Kraneshares Tr Quadrtc Int Rt (IVOL) | 0.0 | $365k | 14k | 25.59 | ||
| Roblox Corp Cl A (RBLX) | 0.0 | $359k | -42% | 7.8k | 46.27 | |
| Wells Fargo & Company (WFC) | 0.0 | $343k | +7% | 7.1k | 48.49 | |
| Ishares Tr Msci Usa Value (VLUE) | 0.0 | $336k | NEW | 3.2k | 104.28 | |
| Atlantic Union B (AUB) | 0.0 | $328k | 9.0k | 36.64 | ||
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $328k | -25% | 4.9k | 66.54 | |
| Home Depot (HD) | 0.0 | $327k | +20% | 1.1k | 299.45 | |
| Nushares Etf Tr Esg Hi Tld Crp (NUHY) | 0.0 | $325k | NEW | 14k | 23.14 | |
| Camden Ppty Tr Sh Ben Int (CPT) | 0.0 | $320k | 1.9k | 167.19 | ||
| Udr (UDR) | 0.0 | $310k | 5.4k | 57.38 | ||
| T. Rowe Price (TROW) | 0.0 | $306k | 2.0k | 151.04 | ||
| Bristol Myers Squibb (BMY) | 0.0 | $298k | +8% | 4.0k | 73.85 | |
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $295k | -17% | 540.00 | 546.30 | |
| Beyond Meat (BYND) | 0.0 | $294k | 6.1k | 48.25 | ||
| Block Cl A (SQ) | 0.0 | $290k | -27% | 2.1k | 135.51 | |
| Prudential Financial (PRU) | 0.0 | $289k | +5% | 2.5k | 117.96 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $287k | +3% | 2.6k | 111.20 | |
| Citigroup Com New (C) | 0.0 | $285k | -26% | 5.3k | 53.73 | |
| Yum! Brands (YUM) | 0.0 | $278k | +2% | 2.3k | 119.11 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $275k | -3% | 1.7k | 165.56 | |
| FactSet Research Systems (FDS) | 0.0 | $275k | +5% | 634.00 | 433.75 | |
| Colgate-Palmolive Company (CL) | 0.0 | $274k | +6% | 3.6k | 75.75 | |
| Tempur-Pedic International (TPX) | 0.0 | $271k | 9.7k | 27.96 | ||
| Regeneron Pharmaceuticals (REGN) | 0.0 | $271k | +2% | 388.00 | 698.45 | |
| United Parcel Service CL B (UPS) | 0.0 | $271k | +6% | 1.3k | 214.40 | |
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $268k | 7.0k | 38.35 | ||
| Carrier Global Corporation (CARR) | 0.0 | $267k | 5.8k | 45.81 | ||
| American Electric Power Company (AEP) | 0.0 | $267k | NEW | 2.7k | 100.04 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $266k | 1.1k | 237.50 | ||
| Dbx Etf Tr Xtkr Emgrin Mkts (EMCR) | 0.0 | $263k | NEW | 8.6k | 30.65 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $263k | 1.0k | 255.59 | ||
| Stonecastle Finl (BANX) | 0.0 | $255k | 12k | 21.50 | ||
| Alpha Architect Etf Tr Roc Etf | 0.0 | $254k | NEW | 10k | 25.40 | |
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $252k | 2.3k | 110.87 | ||
| Booking Holdings (BKNG) | 0.0 | $250k | NEW | 107.00 | 2336.45 | |
| BP Sponsored Adr (BP) | 0.0 | $243k | 8.3k | 29.37 | ||
| American Express Company (AXP) | 0.0 | $243k | NEW | 1.3k | 186.92 | |
| Coastal Finl Corp Wa Com New (CCB) | 0.0 | $241k | 5.3k | 45.73 | ||
| Stryker Corporation (SYK) | 0.0 | $241k | +5% | 895.00 | 269.27 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $238k | NEW | 3.1k | 77.60 | |
| Intuit (INTU) | 0.0 | $238k | +12% | 496.00 | 479.84 | |
| Digital World Acquisition Class A Com (DWAC) | 0.0 | $235k | NEW | 3.6k | 64.42 | |
| Coupang Cl A (CPNG) | 0.0 | $234k | 13k | 17.70 | ||
| Amgen (AMGN) | 0.0 | $234k | 969.00 | 241.49 | ||
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $225k | 7.1k | 31.81 | ||
| Otis Worldwide Corp (OTIS) | 0.0 | $219k | 2.9k | 76.65 | ||
| Cummins (CMI) | 0.0 | $217k | +3% | 1.1k | 204.52 | |
| Discovery Com Ser C (DISCK) | 0.0 | $214k | NEW | 8.6k | 24.92 | |
| Encompass Health Corp (EHC) | 0.0 | $214k | NEW | 3.0k | 71.33 | |
| Nordstrom (JWN) | 0.0 | $210k | NEW | 7.7k | 27.26 | |
| Louisiana-Pacific Corporation (LPX) | 0.0 | $206k | 3.3k | 62.12 | ||
| Liberty Global SHS CL C (LBTYK) | 0.0 | $205k | 7.9k | 25.97 | ||
| Southwest Airlines (LUV) | 0.0 | $205k | NEW | 4.5k | 45.76 | |
| CVS Caremark Corporation (CVS) | 0.0 | $203k | NEW | 2.0k | 101.45 | |
| FedEx Corporation (FDX) | 0.0 | $202k | 876.00 | 230.59 | ||
| Northrop Grumman Corporation (NOC) | 0.0 | $201k | NEW | 448.00 | 448.66 | |
| Lilium N V Class A Ord Shs (LILM) | 0.0 | $199k | 50k | 3.98 | ||
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $197k | 18k | 11.18 | ||
| Cf Acquisition Corp Vi Com Cl A (CFVI) | 0.0 | $193k | NEW | 16k | 11.89 | |
| Flotek Industries (FTK) | 0.0 | $189k | +50% | 150k | 1.26 | |
| Despegar Com Corp Ord Shs (DESP) | 0.0 | $144k | 12k | 12.21 | ||
| 2u (TWOU) | 0.0 | $133k | NEW | 10k | 13.30 | |
| Wheels Up Experience Com Cl A (UP) | 0.0 | $131k | 42k | 3.11 | ||
| Vintage Wine Estates (VWE) | 0.0 | $99k | 10k | 9.90 | ||
| Kodiak Sciences (KOD) | 0.0 | $92k | NEW | 12k | 7.67 | |
| Contextlogic Com Cl A (WISH) | 0.0 | $87k | 39k | 2.24 | ||
| B2gold Corp (BTG) | 0.0 | $69k | 15k | 4.60 | ||
| MiMedx (MDXG) | 0.0 | $49k | NEW | 10k | 4.70 | |
| Waitr Hldgs (WTRH) | 0.0 | $11k | 29k | 0.38 | ||
| Aditx Therapeutics (ADTX) | 0.0 | $5.0k | 10k | 0.50 | ||
Past Filings by Tiedemann Advisors
SEC 13F filings are viewable for Tiedemann Advisors going back to 2011
- Tiedemann Advisors 2022 Q1 filed April 27, 2022
- Tiedemann Advisors 2021 Q4 filed Feb. 9, 2022
- Tiedemann Advisors 2021 Q3 filed Nov. 12, 2021
- Tiedemann Advisors 2021 Q2 filed Aug. 12, 2021
- Tiedemann Advisors 2021 Q1 filed May 13, 2021
- Tiedemann Advisors 2020 Q4 filed Feb. 16, 2021
- Tiedemann Advisors 2020 Q3 filed Nov. 12, 2020
- Tiedemann Advisors 2020 Q2 restated filed Nov. 12, 2020
- Tiedemann Advisors 2020 Q2 filed Aug. 5, 2020
- Tiedemann Advisors 2020 Q1 filed May 7, 2020
- Tiedemann Advisors 2019 Q4 filed Feb. 12, 2020
- Tiedemann Advisors 2019 Q3 filed Nov. 6, 2019
- Tiedemann Advisors 2019 Q2 filed Aug. 13, 2019
- Tiedemann Advisors 2019 Q1 filed May 13, 2019
- Tiedemann Advisors 2018 Q4 filed Feb. 13, 2019
- Tiedemann Advisors 2018 Q3 filed Nov. 13, 2018