Tiedemann Wealth Management

Latest statistics and disclosures from Tiedemann Advisors's latest quarterly 13F-HR filing:

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Positions held by Tiedemann Wealth Management, LLC consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Tiedemann Advisors

Companies in the Tiedemann Advisors portfolio as of the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p400 (SPMD) 14.7 $305M 7.5M 40.40
Ishares Tr Core S&p Mcp Etf (IJH) 8.7 $180M 782k 229.83
Oracle Corporation (ORCL) 6.9 $143M 2.2M 64.69
Ishares Tr Core S&p Ttl Stk (ITOT) 5.6 $117M 1.4M 86.22
Vanguard Index Fds Total Stk Mkt (VTI) 5.5 $113M 580k 194.63
First Tr Exchange-traded No Amer Energy (EMLP) 4.5 $93M -4% 4.4M 20.97
Paccar (PCAR) 4.0 $82M -13% 950k 86.28
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.9 $81M +4% 216k 375.46
Ishares Gold Trust Ishares (IAU) 3.5 $72M +7% 4.0M 18.13
Ishares Tr Modert Alloc Etf (AOM) 2.9 $61M -4% 1.4M 43.20
Vanguard Index Fds Real Estate Etf (VNQ) 2.6 $53M 629k 84.94
Apple (AAPL) 1.5 $30M -8% 229k 132.69
Prologis (PLD) 1.3 $26M -7% 264k 99.66
Adobe Systems Incorporated (ADBE) 1.2 $24M +1410% 48k 500.18

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Nushares Etf Tr Nuveen Esg Midcp (NUMG) 1.1 $23M +4% 462k 49.47
Alphabet Cap Stk Cl A (GOOGL) 1.1 $23M -4% 13k 1752.58
Ishares Tr Core S&p500 Etf (IVV) 1.0 $22M -2% 58k 375.33
Ishares Tr Russell 3000 Etf (IWV) 1.0 $20M -6% 91k 223.55
Verizon Communications (VZ) 1.0 $20M 336k 58.76
Alphabet Cap Stk Cl C (GOOG) 0.9 $18M 11k 1752.04
Ishares Tr Msci Eafe Etf (EFA) 0.8 $17M 235k 72.96
Qualcomm (QCOM) 0.8 $16M -26% 105k 152.34
Ishares Tr Rus 1000 Grw Etf (IWF) 0.8 $16M +8% 65k 241.09
Exxon Mobil Corporation (XOM) 0.7 $14M 338k 41.22
Liberty Broadband Corp Com Ser C (LBRDK) 0.6 $13M +29% 81k 158.35
Amazon (AMZN) 0.6 $12M +13% 3.8k 3256.09
Ishares Tr S&p Mc 400gr Etf (IJK) 0.6 $12M +289% 168k 72.24
Goldman Sachs (GS) 0.5 $11M NEW 41k 263.71
Ishares Tr Rus 1000 Val Etf (IWD) 0.5 $10M +16% 75k 136.70
Ishares Tr Rus 1000 Etf (IWB) 0.5 $10M +2% 47k 211.82
Microsoft Corporation (MSFT) 0.4 $9.3M -27% 42k 222.46
Tesla Motors (TSLA) 0.4 $8.9M -5% 13k 705.60
Intel Corporation (INTC) 0.4 $8.0M -8% 161k 49.82
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.4 $8.0M -3% 176k 45.30
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.4 $7.5M 122k 61.60
Johnson & Johnson (JNJ) 0.4 $7.4M +3% 47k 157.35
Spdr Ser Tr S&p Divid Etf (SDY) 0.4 $7.2M 68k 105.93
Ishares Tr Msci Lw Crb Tg (CRBN) 0.3 $7.2M -2% 49k 148.80
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $6.9M +115% 137k 50.11
Cantel Medical (CMD) 0.3 $6.8M 86k 78.86
Ishares Tr Msci Acwi Etf (ACWI) 0.3 $6.6M -65% 72k 90.73
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $6.3M 18k 343.64
Ishares Tr Russell 2000 Etf (IWM) 0.3 $6.0M +9% 31k 196.05
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.3 $5.7M 120k 47.22
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $5.4M +292% 85k 63.81
Heritage Commerce (HTBK) 0.3 $5.4M -2% 612k 8.87
Cme (CME) 0.2 $5.2M 28k 182.01
Vanguard Index Fds Growth Etf (VUG) 0.2 $5.0M +25% 20k 253.32
Visa Com Cl A (V) 0.2 $4.9M +6% 22k 218.78
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $4.9M -6% 14.00 347857.14
Facebook Cl A (FB) 0.2 $4.9M +12% 18k 273.34
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $4.6M -4% 54k 86.04
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $4.5M -3% 22k 206.72
salesforce (CRM) 0.2 $4.4M +3% 20k 222.51
Liberty Media Corp Del Com C Siriusxm (LSXMK) 0.2 $4.4M -47% 102k 43.51
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $4.4M +98% 42k 102.65
JPMorgan Chase & Co. (JPM) 0.2 $4.4M -12% 34k 127.08
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $4.2M 12k 353.79
MiMedx (MDXG) 0.2 $4.0M NEW 445k 9.08
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $3.9M -10% 65k 60.16
Cisco Systems (CSCO) 0.2 $3.6M -3% 81k 44.75
Enterprise Products Partners (EPD) 0.2 $3.6M -86% 181k 19.59
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $3.5M 38k 91.86
Liberty Media Corp Del Com A Siriusxm (LSXMA) 0.2 $3.5M -16% 80k 43.18
Netflix (NFLX) 0.2 $3.3M -2% 6.1k 540.83
Starbucks Corporation (SBUX) 0.2 $3.3M +2% 31k 107.00
Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) 0.2 $3.3M -85% 77k 42.44
Nextera Energy Partners Com Unit Part In (NEP) 0.2 $3.2M -84% 48k 67.05
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $3.2M 36k 88.19
Upwork (UPWK) 0.2 $3.1M NEW 90k 34.52
Spdr Gold Tr Gold Shs (GLD) 0.1 $3.1M -49% 17k 178.35
Comcast Corp Cl A (CMCSA) 0.1 $3.1M +8% 58k 52.39
Stitch Fix Com Cl A (SFIX) 0.1 $3.0M NEW 51k 58.71
Vanguard Index Fds Value Etf (VTV) 0.1 $2.9M 25k 118.98
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $2.9M -11% 40k 73.01
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $2.9M -13% 13k 231.87
Wal-Mart Stores (WMT) 0.1 $2.9M -2% 20k 144.61
Pepsi (PEP) 0.1 $2.8M +3% 19k 149.26
Ishares Tr National Mun Etf (MUB) 0.1 $2.7M 23k 117.18
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.1 $2.7M 20k 133.15
Select Sector Spdr Tr Energy (XLE) 0.1 $2.7M NEW 71k 37.90
Dupont De Nemours (DD) 0.1 $2.7M 37k 71.11
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $2.6M +5% 8.4k 313.77
Mastercard Incorporated Cl A (MA) 0.1 $2.6M +2% 7.4k 356.78
Tc Energy Corp (TRP) 0.1 $2.5M -86% 62k 40.76
At&t (T) 0.1 $2.5M -8% 87k 28.81
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $2.5M 8.7k 286.41
Nxp Semiconductors N V (NXPI) 0.1 $2.5M 16k 159.36
UnitedHealth (UNH) 0.1 $2.5M +70% 7.0k 351.07
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 0.1 $2.4M -27% 45k 54.07
Abbvie (ABBV) 0.1 $2.4M -5% 22k 107.12
Dow (DOW) 0.1 $2.3M 42k 55.53
Automatic Data Processing (ADP) 0.1 $2.3M +6% 13k 177.05
Avalara (AVLR) 0.1 $2.3M 14k 164.88
Merck & Co (MRK) 0.1 $2.3M -6% 28k 82.39
Walt Disney Company (DIS) 0.1 $2.2M -20% 12k 181.04
Lowe's Companies (LOW) 0.1 $2.2M -27% 13k 160.52
Abbott Laboratories (ABT) 0.1 $2.1M -2% 20k 109.51
Lendingclub Corp Com New (LC) 0.1 $2.0M 194k 10.56
Penumbra (PEN) 0.1 $2.0M 11k 175.02
Tc Pipelines Ut Com Ltd Prt (TCP) 0.1 $1.9M -89% 65k 29.45
Intercontinental Exchange (ICE) 0.1 $1.9M 17k 115.24
Federal Rlty Invt Tr Sh Ben Int New (FRT) 0.1 $1.8M 21k 86.16
Ishares Core Msci Emkt (IEMG) 0.1 $1.8M -15% 30k 62.02
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 0.1 $1.8M 37k 49.79
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $1.8M -63% 20k 92.60
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $1.8M 26k 68.57
Relmada Therapeutics (RLMD) 0.1 $1.8M -79% 56k 32.08
Spdr Ser Tr S&p Biotech (XBI) 0.1 $1.8M 13k 140.93
Union Pacific Corporation (UNP) 0.1 $1.7M +101% 8.4k 208.32
Kansas City Southern Com New (KSU) 0.1 $1.7M +74% 8.4k 204.58
I3 Verticals Com Cl A (IIIV) 0.1 $1.7M NEW 51k 33.20
Rockwell Automation (ROK) 0.1 $1.6M 6.6k 249.31
Nextera Energy (NEE) 0.1 $1.6M -49% 21k 77.19
Procter & Gamble Company (PG) 0.1 $1.6M -17% 12k 139.33
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $1.6M NEW 26k 62.69
Pfizer (PFE) 0.1 $1.5M -3% 42k 36.80
McDonald's Corporation (MCD) 0.1 $1.5M +3% 7.1k 214.24
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $1.5M 12k 127.51
W.R. Grace & Co. (GRA) 0.1 $1.5M 27k 54.82
Shockwave Med (SWAV) 0.1 $1.5M -42% 14k 103.70
Wynn Resorts (WYNN) 0.1 $1.5M 13k 112.74
Vanguard World Fds Comm Srvc Etf (VOX) 0.1 $1.4M +12% 12k 120.18
Corteva (CTVA) 0.1 $1.4M 37k 38.70
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $1.4M -4% 20k 67.47
Ishares Esg Awr Msci Em (ESGE) 0.1 $1.3M -9% 32k 42.00
Costco Wholesale Corporation (COST) 0.1 $1.3M -31% 3.5k 376.87
Jd.com Spon Adr Cl A (JD) 0.1 $1.3M 15k 87.88
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $1.3M +18% 14k 90.92
Eli Lilly & Co. (LLY) 0.1 $1.3M 7.5k 169.11
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $1.3M 16k 79.88
Home Depot (HD) 0.1 $1.3M -19% 4.7k 266.02
Philip Morris International (PM) 0.1 $1.3M -15% 15k 83.98
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $1.3M 14k 91.48
SEI Investments Company (SEIC) 0.1 $1.2M +5% 21k 57.85
Ali (ALCO) 0.1 $1.2M 39k 31.19
Enbridge (ENB) 0.1 $1.2M -67% 37k 31.97
First Tr Mlp & Energy Income (FEI) 0.1 $1.2M -45% 200k 5.81
Ishares Tr Expnd Tec Sc Etf (IGM) 0.1 $1.2M -14% 3.3k 349.95
Raytheon Technologies Corp (RTX) 0.1 $1.1M -3% 16k 71.46
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $1.1M -3% 4.7k 232.57
Square Cl A (SQ) 0.1 $1.1M NEW 5.0k 217.72
Expedia Group Com New (EXPE) 0.1 $1.1M 8.3k 132.29
Public Service Enterprise (PEG) 0.1 $1.1M -92% 19k 58.34
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $1.1M -54% 170k 6.18
Ishares Tr New Zealand Etf (ENZL) 0.1 $1.0M 15k 68.05
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $1.0M +86% 12k 86.32
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $1.0M 2.4k 421.23
Thermo Fisher Scientific (TMO) 0.0 $1.0M +2% 2.2k 466.03
Citizens Financial (CFG) 0.0 $1.0M 29k 35.75
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.0 $1.0M -22% 123k 8.25
Chevron Corporation (CVX) 0.0 $1.0M -8% 12k 84.52
Proshares Tr Russ 2000 Divd (SMDV) 0.0 $997k +13% 17k 57.42
Honeywell International (HON) 0.0 $975k +3% 4.6k 213.02
3M Company (MMM) 0.0 $972k +9% 5.6k 174.69
Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $969k +100% 12k 82.34
Intuitive Surgical Com New (ISRG) 0.0 $945k -5% 1.2k 818.89
Phillips 66 Partners Com Unit Rep Int (PSXP) 0.0 $942k -74% 36k 26.40
Ark Etf Tr Innovation Etf (ARKK) 0.0 $935k +24% 7.5k 124.53
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.0 $918k 21k 42.93
Gcp Applied Technologies (GCP) 0.0 $915k 39k 23.65
Gabelli Equity Trust (GAB) 0.0 $906k -16% 144k 6.27
2u (TWOU) 0.0 $840k +180% 21k 40.00
Westlake Chem Partners Com Unit Rp Lp (WLKP) 0.0 $823k -88% 35k 23.85
Janus Henderson Group Ord Shs (JHG) 0.0 $809k +4% 25k 32.51
American Express Company (AXP) 0.0 $809k -20% 6.7k 120.91
Diageo Spon Adr New (DEO) 0.0 $793k 5.0k 159.14
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) 0.0 $792k -13% 19k 42.38
Consolidated Edison (ED) 0.0 $790k +10% 11k 72.19
Mondelez Intl Cl A (MDLZ) 0.0 $789k -16% 13k 59.00
Kinder Morgan (KMI) 0.0 $775k -38% 57k 13.66
Williams Companies (WMB) 0.0 $770k -74% 38k 20.04
Beyond Meat (BYND) 0.0 $765k NEW 6.1k 125.14
Paypal Holdings (PYPL) 0.0 $762k 3.3k 233.89
International Game Technolog Shs Usd (IGT) 0.0 $756k -50% 45k 16.94
Cigna Corp (CI) 0.0 $747k -46% 3.6k 208.14
Holly Energy Partners Com Ut Ltd Ptn (HEP) 0.0 $719k -83% 51k 14.20
Blackrock Health Sciencs Tr Com Shs (BMEZ) 0.0 $716k 25k 28.64
Marriott Intl Cl A (MAR) 0.0 $708k -8% 5.4k 132.06
Vanguard Index Fds Small Cp Etf (VB) 0.0 $699k -20% 3.6k 194.98
NVIDIA Corporation (NVDA) 0.0 $685k +11% 1.3k 522.50
ConocoPhillips (COP) 0.0 $685k 17k 39.92
Willis Towers Watson SHS (WLTW) 0.0 $684k 3.2k 211.50
Coca-Cola Company (KO) 0.0 $652k +17% 12k 54.87
Ishares Tr Msci Eafe Min Vl (EFAV) 0.0 $643k 8.8k 73.40
Ishares Msci World Etf (URTH) 0.0 $638k 5.7k 112.32
Vaneck Vectors Etf Tr Jr Gold Miners E (GDXJ) 0.0 $636k -47% 12k 54.26
BlackRock (BLK) 0.0 $632k -36% 876.00 721.46
Citigroup Com New (C) 0.0 $625k +12% 10k 61.59
Eaton Vance Corp Com Non Vtg (EV) 0.0 $606k NEW 8.9k 67.91
Ralph Lauren Corp Cl A (RL) 0.0 $597k 5.8k 103.59
Altria (MO) 0.0 $584k -16% 14k 41.92
Phillips 66 (PSX) 0.0 $581k 8.3k 69.85
DTE Energy Company (DTE) 0.0 $580k -90% 4.7k 122.36
Bristol Myers Squibb (BMY) 0.0 $579k +2% 9.3k 62.53
Accenture Plc Ireland Shs Class A (ACN) 0.0 $578k +50% 2.2k 261.54
Nike CL B (NKE) 0.0 $577k +22% 4.1k 141.39
Zoetis Cl A (ZTS) 0.0 $563k +3% 3.4k 165.69
United Parcel Service CL B (UPS) 0.0 $562k +78% 3.3k 168.67
Oneok (OKE) 0.0 $553k -51% 14k 38.40
Blackrock Capital Allocation Trust (BCAT) 0.0 $544k 25k 21.76
Invesco Exchange Traded Fd T Dynmc Lrg Valu (PWV) 0.0 $519k NEW 13k 38.59
Peloton Interactive Cl A Com (PTON) 0.0 $517k -49% 3.4k 151.84
Cogent Communications Hldgs Com New (CCOI) 0.0 $497k 8.3k 59.89
Ishares Tr Msci Kld400 Soc (DSI) 0.0 $495k +100% 6.9k 71.64
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) 0.0 $493k -16% 14k 36.09
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $475k 3.6k 132.20
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $473k -61% 3.3k 141.24
Edwards Lifesciences (EW) 0.0 $463k 5.1k 91.14
Shell Midstream Partners Unit Ltd Int (SHLX) 0.0 $460k -72% 46k 10.07
Medtronic SHS (MDT) 0.0 $454k +55% 3.9k 117.28
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.0 $448k 7.6k 58.57
Ishares Tr Core Msci Pac (IPAC) 0.0 $444k 6.9k 64.44
Brixmor Prty (BRX) 0.0 $443k 27k 16.53
Ishares Tr Core Msci Total (IXUS) 0.0 $442k 6.6k 67.25
Amgen (AMGN) 0.0 $441k -81% 1.9k 229.57
Ishares Tr Eafe Value Etf (EFV) 0.0 $439k 9.3k 47.30
Uber Technologies (UBER) 0.0 $438k NEW 8.6k 50.97
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $428k 15k 29.47
T. Rowe Price (TROW) 0.0 $425k +39% 2.8k 151.79
MPLX Com Unit Rep Ltd (MPLX) 0.0 $422k 20k 21.67
Us Bancorp Del Com New (USB) 0.0 $422k NEW 9.0k 46.91
AutoZone (AZO) 0.0 $421k +45% 356.00 1182.58
TransDigm Group Incorporated (TDG) 0.0 $416k +2% 671.00 619.97
Allstate Corporation (ALL) 0.0 $410k 3.7k 110.48
Zillow Group Cl A (ZG) 0.0 $408k NEW 3.0k 136.00
AtriCure (ATRC) 0.0 $404k 7.3k 55.62
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $400k 3.7k 109.32
Kraneshares Tr Quadrtc Int Rt (IVOL) 0.0 $399k NEW 14k 27.97
Ishares Tr U.s. Tech Etf (IYW) 0.0 $398k +97% 4.7k 85.04
Globe Life (GL) 0.0 $386k 4.1k 94.96
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $382k -13% 1.2k 306.09
Wec Energy Group (WEC) 0.0 $379k -86% 4.1k 92.17
General Electric Company (GE) 0.0 $370k +23% 34k 10.75
Novo-nordisk A S Adr (NVO) 0.0 $359k 5.1k 69.82
Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $359k -81% 6.1k 59.32
Caterpillar (CAT) 0.0 $353k +16% 1.9k 181.77
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $353k NEW 3.0k 118.86
Ishares Tr S&p 100 Etf (OEF) 0.0 $351k 2.0k 171.47
Richmond Mut Bancorporatin I (RMBI) 0.0 $350k 26k 13.66
AFLAC Incorporated (AFL) 0.0 $345k NEW 7.7k 44.60
Vaneck Vectors Etf Tr Semiconductor Et (SMH) 0.0 $343k NEW 1.6k 218.47
Ishares Tr Msci Intl Qualty (IQLT) 0.0 $336k NEW 9.4k 35.66
Kimberly-Clark Corporation (KMB) 0.0 $328k +33% 2.4k 136.04
Booking Holdings (BKNG) 0.0 $320k +20% 144.00 2222.22
Colgate-Palmolive Company (CL) 0.0 $320k +30% 3.7k 85.54
Ishares Tr U.s. Real Es Etf (IYR) 0.0 $317k 3.7k 85.84
Lauder Estee Cos Cl A (EL) 0.0 $317k NEW 1.2k 267.51
Northern Trust Corporation (NTRS) 0.0 $316k NEW 3.4k 94.16
Ishares Tr Grwt Allocat Etf (AOR) 0.0 $311k 5.9k 52.37
Newmont Mining Corporation (NEM) 0.0 $310k 5.2k 59.87
World Gold Tr Spdr Gld Minis (GLDM) 0.0 $308k 16k 18.90
CSX Corporation (CSX) 0.0 $302k +2% 3.3k 90.69
Danaher Corporation (DHR) 0.0 $299k +3% 1.3k 222.14
Houlihan Lokey Cl A (HLI) 0.0 $296k NEW 4.4k 67.27
Wells Fargo & Company (WFC) 0.0 $296k NEW 9.8k 30.14
CVS Caremark Corporation (CVS) 0.0 $295k -18% 4.3k 68.21
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $295k -20% 1.8k 164.99
Atlantic Union B (AUB) 0.0 $295k NEW 9.0k 32.96
Lions Gate Entmnt Corp Cl B Non Vtg (LGF.B) 0.0 $292k -50% 28k 10.38
Unilever Spon Adr New (UL) 0.0 $291k NEW 4.8k 60.12
American Tower Reit (AMT) 0.0 $289k -75% 1.3k 226.67
Carter's (CRI) 0.0 $285k NEW 3.0k 93.72
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.0 $284k -70% 3.6k 79.80
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $280k 3.4k 82.77
Boeing Company (BA) 0.0 $280k +5% 1.3k 214.07
Laboratory Corp Amer Hldgs Com New (LH) 0.0 $274k +4% 1.3k 203.72
Bp Midstream Partners Unit Ltd Ptnr (BPMP) 0.0 $274k -54% 26k 10.60
Charles Schwab Corporation (SCHW) 0.0 $271k NEW 5.1k 52.98
Zillow Group Cl C Cap Stk (Z) 0.0 $269k NEW 2.1k 130.01
Ishares Tr Cohen Steer Reit (ICF) 0.0 $265k +100% 4.9k 54.08
J P Morgan Exchange-traded F Betbuld Europe (BBEU) 0.0 $262k -29% 10k 26.13
Ameriprise Financial (AMP) 0.0 $261k 1.3k 194.63
Intuit (INTU) 0.0 $256k NEW 671.00 381.52
Stryker Corporation (SYK) 0.0 $255k NEW 1.0k 245.90
Charter Communications Inc N Cl A (CHTR) 0.0 $252k +3% 380.00 663.16
TJX Companies (TJX) 0.0 $252k -95% 3.7k 68.65
MercadoLibre (MELI) 0.0 $251k NEW 150.00 1673.33
Encompass Health Corp (EHC) 0.0 $250k NEW 3.0k 82.84
Chubb (CB) 0.0 $249k NEW 1.6k 153.80
Texas Instruments Incorporated (TXN) 0.0 $245k -10% 1.5k 164.10
J P Morgan Exchange-traded F Betabuldrs Cda (BBCA) 0.0 $242k -11% 9.0k 26.86
Duke Energy Corp Com New (DUK) 0.0 $234k -60% 2.6k 91.51
Carrier Global Corporation (CARR) 0.0 $230k -19% 6.1k 37.48
Electronic Arts (EA) 0.0 $228k NEW 1.6k 144.30
Twitter (TWTR) 0.0 $228k NEW 4.2k 54.17
Packaging Corporation of America (PKG) 0.0 $227k NEW 1.6k 139.09
HMS Holdings (HMSY) 0.0 $226k NEW 6.2k 36.66
Eversource Energy (ES) 0.0 $226k -90% 2.6k 86.62
FedEx Corporation (FDX) 0.0 $224k 862.00 259.86
Discovery Com Ser C (DISCK) 0.0 $223k NEW 8.5k 26.23
Deere & Company (DE) 0.0 $217k NEW 804.00 269.90
Select Sector Spdr Tr Technology (XLK) 0.0 $215k NEW 1.7k 130.30
Zimmer Holdings (ZBH) 0.0 $214k -15% 1.4k 155.30
J P Morgan Exchange-traded F Betbuld Japan (BBJP) 0.0 $213k -14% 7.6k 28.02
Invesco Exch Traded Fd Tr Ii Gbl Clean Enrg (PBD) 0.0 $213k NEW 6.1k 34.78
Udr (UDR) 0.0 $209k NEW 5.4k 38.48
Progressive Corporation (PGR) 0.0 $209k NEW 2.1k 98.49
Otis Worldwide Corp (OTIS) 0.0 $205k -19% 3.1k 66.78
S&p Global (SPGI) 0.0 $204k 617.00 330.63
Air Products & Chemicals (APD) 0.0 $202k NEW 736.00 274.46
Camden Ppty Tr Sh Ben Int (CPT) 0.0 $202k NEW 2.0k 101.41
Ross Stores (ROST) 0.0 $202k NEW 1.7k 122.42
Capital One Financial (COF) 0.0 $202k NEW 2.0k 99.21
Regeneron Pharmaceuticals (REGN) 0.0 $200k -48% 414.00 483.09
FactSet Research Systems (FDS) 0.0 $200k 600.00 333.33
F-star Therapeutics 0.0 $170k NEW 17k 9.86
Despegar Com Corp Ord Shs (DESP) 0.0 $151k -5% 12k 12.80
Lions Gate Entmnt Corp Cl A Vtg (LGF.A) 0.0 $146k -50% 13k 11.36
Flotek Industries (FTK) 0.0 $137k +25% 65k 2.12
Alliance Resource Partners L Ut Ltd Part (ARLP) 0.0 $113k 25k 4.46
Aphria Inc foreign (APHA) 0.0 $83k NEW 12k 6.92
Waitr Hldgs (WTRH) 0.0 $81k 29k 2.80
Prospect Capital Corporation (PSEC) 0.0 $76k +27% 14k 5.43
Super League Gaming (SLGG) 0.0 $31k 11k 2.81

Past Filings by Tiedemann Advisors

SEC 13F filings are viewable for Tiedemann Advisors going back to 2011

View all past filings