Tiedemann Wealth Management
Latest statistics and disclosures from Tiedemann Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are XLE, SPMD, IJH, ITOT, VTI, and represent 49.95% of Tiedemann Advisors's stock portfolio.
- Added to shares of these 10 stocks: XLE (+$521M), OKE (+$104M), EPD (+$72M), KMI (+$64M), MMP (+$64M), BNL (+$14M), VV (+$12M), ASAN, AFRM, CLDR.
- Started 16 new stock positions in CLDR, AFRM, WISH, VV, EEMA, LBTYA, NAC, Lilium N V, COIN, GXO. ZEN, UP, GE, OPEN, ONTF, SGFY.
- Reduced shares in these 10 stocks: ORCL (-$182M), PCAR (-$65M), SPY (-$37M), IJH (-$33M), SPMD (-$28M), ADBE (-$26M), VTI (-$22M), EMLP (-$20M), AAPL (-$11M), IWF (-$10M).
- Sold out of its positions in AMD, AMT, AMP, AMGN, ADI, TECH, BMEZ, BIGZ, BCAT, BKNG.
- Tiedemann Advisors was a net buyer of stock by $212M.
- Tiedemann Advisors has $2.7B in assets under management (AUM), dropping by 8.18%.
- Central Index Key (CIK): 0001483232
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Portfolio Holdings for Tiedemann Advisors
Companies in the Tiedemann Advisors portfolio as of the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Select Sector Spdr Tr Energy (XLE) | 19.4 | $525M | +14117% | 10M | 52.09 | |
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 11.9 | $322M | -8% | 7.0M | 46.16 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 8.7 | $236M | -12% | 896k | 263.06 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 5.9 | $158M | -3% | 1.6M | 98.39 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 4.0 | $108M | -16% | 488k | 222.09 | |
| Oneok (OKE) | 3.9 | $106M | +6128% | 1.8M | 57.99 | |
| First Tr Exchange-traded No Amer Energy (EMLP) | 3.2 | $85M | -19% | 3.6M | 23.67 | |
| Enterprise Products Partners (EPD) | 2.8 | $77M | +1526% | 3.5M | 21.64 | |
| Ishares Gold Tr Ishares New (IAU) | 2.7 | $72M | -6% | 2.1M | 33.41 | |
| Ishares Tr Modert Alloc Etf (AOM) | 2.6 | $69M | -3% | 1.5M | 44.74 | |
| Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) | 2.5 | $68M | +1325% | 1.5M | 45.58 | |
| Kinder Morgan (KMI) | 2.4 | $64M | +12523% | 3.8M | 16.72 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.3 | $61M | -37% | 142k | 430.59 | |
| Uber Technologies (UBER) | 1.2 | $32M | -12% | 708k | 44.80 | |
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| Prologis (PLD) | 1.1 | $30M | -2% | 237k | 125.43 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $28M | -21% | 10k | 2673.32 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 1.0 | $27M | -24% | 263k | 101.76 | |
| Nushares Etf Tr Nuveen Esg Midcp (NUMG) | 1.0 | $27M | -11% | 490k | 54.38 | |
| Apple (AAPL) | 0.9 | $24M | -32% | 170k | 141.50 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $19M | -26% | 45k | 430.74 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.6 | $17M | -25% | 65k | 254.87 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $16M | -10% | 208k | 78.02 | |
| Exxon Mobil Corporation (XOM) | 0.6 | $16M | -4% | 272k | 58.82 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $16M | -14% | 5.8k | 2665.75 | |
| Broadstone Net Lease (BNL) | 0.6 | $16M | +948% | 626k | 24.81 | |
| Ishares Tr Msci Lw Crb Tg (CRBN) | 0.5 | $15M | 89k | 164.26 | ||
| Liberty Broadband Corp Com Ser C (LBRDK) | 0.5 | $14M | 81k | 172.70 | ||
| Qualcomm (QCOM) | 0.5 | $13M | -2% | 103k | 128.97 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.5 | $13M | 166k | 79.17 | ||
| Verizon Communications (VZ) | 0.5 | $12M | -16% | 226k | 54.01 | |
| Asana Cl A (ASAN) | 0.4 | $12M | +50% | 114k | 103.84 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.4 | $12M | NEW | 57k | 200.93 | |
| Microsoft Corporation (MSFT) | 0.4 | $11M | -9% | 37k | 282.00 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $10M | -8% | 42k | 241.70 | |
| Oracle Corporation (ORCL) | 0.4 | $9.9M | -94% | 114k | 87.12 | |
| Goldman Sachs (GS) | 0.4 | $9.9M | 26k | 378.03 | ||
| Amazon (AMZN) | 0.4 | $9.5M | -26% | 2.9k | 3284.49 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $9.4M | -52% | 35k | 274.00 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $7.6M | -5% | 35k | 218.78 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.3 | $7.4M | -7% | 63k | 117.55 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.3 | $7.3M | -2% | 120k | 61.41 | |
| Heritage Commerce (HTBK) | 0.3 | $7.2M | 619k | 11.63 | ||
| Ishares Tr Msci Acwi Etf (ACWI) | 0.3 | $6.9M | 70k | 99.92 | ||
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.2 | $6.4M | +2% | 126k | 50.49 | |
| Snowflake Cl A (SNOW) | 0.2 | $6.3M | -14% | 21k | 302.47 | |
| Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.2 | $6.2M | -31% | 115k | 53.94 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $6.1M | -15% | 17k | 358.35 | |
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.2 | $5.9M | +8% | 60k | 98.45 | |
| salesforce (CRM) | 0.2 | $5.4M | -10% | 20k | 271.19 | |
| Cme (CME) | 0.2 | $5.3M | -2% | 28k | 193.39 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $4.8M | -26% | 65k | 73.94 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $4.8M | -3% | 47k | 101.83 | |
| Liberty Media Corp Del Com C Siriusxm (LSXMK) | 0.2 | $4.7M | 98k | 47.47 | ||
| Tc Energy Corp (TRP) | 0.2 | $4.4M | 91k | 48.12 | ||
| Facebook Cl A (FB) | 0.2 | $4.3M | -30% | 13k | 339.40 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $4.3M | -17% | 26k | 163.76 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $4.1M | 10.00 | 411400.00 | ||
| Tesla Motors (TSLA) | 0.1 | $4.0M | -49% | 5.1k | 775.37 | |
| Liberty Media Corp Del Com A Siriusxm (LSXMA) | 0.1 | $3.8M | 80k | 47.18 | ||
| Visa Com Cl A (V) | 0.1 | $3.6M | -25% | 16k | 222.72 | |
| Cisco Systems (CSCO) | 0.1 | $3.6M | -13% | 66k | 54.43 | |
| Starbucks Corporation (SBUX) | 0.1 | $3.6M | -8% | 32k | 110.32 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $3.5M | -19% | 55k | 63.27 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $3.5M | -6% | 21k | 164.15 | |
| Ishares Tr National Mun Etf (MUB) | 0.1 | $3.5M | -15% | 30k | 116.18 | |
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $3.4M | -5% | 43k | 78.38 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $3.4M | -40% | 12k | 290.02 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $3.2M | -7% | 12k | 272.97 | |
| Nextera Energy Partners Com Unit Part In (NEP) | 0.1 | $3.1M | 41k | 75.36 | ||
| Penumbra (PEN) | 0.1 | $3.0M | 11k | 266.50 | ||
| Nxp Semiconductors N V (NXPI) | 0.1 | $3.0M | 15k | 196.38 | ||
| Shockwave Med (SWAV) | 0.1 | $2.9M | 14k | 205.84 | ||
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $2.9M | +74% | 13k | 218.73 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $2.8M | -3% | 50k | 55.92 | |
| Wal-Mart Stores (WMT) | 0.1 | $2.6M | -4% | 19k | 139.32 | |
| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.1 | $2.6M | 22k | 119.06 | ||
| Avalara (AVLR) | 0.1 | $2.4M | 14k | 174.76 | ||
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $2.4M | -79% | 15k | 156.47 | |
| Kansas City Southern Com New (KSU) | 0.1 | $2.3M | 8.4k | 271.24 | ||
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $2.2M | -47% | 21k | 109.15 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $2.2M | -23% | 6.3k | 347.81 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $2.1M | -61% | 5.3k | 402.10 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $2.1M | 27k | 78.22 | ||
| Stitch Fix Com Cl A (SFIX) | 0.1 | $2.0M | 50k | 39.96 | ||
| Adobe Systems Incorporated (ADBE) | 0.1 | $2.0M | -92% | 3.4k | 575.70 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $1.9M | 13k | 149.90 | ||
| NVIDIA Corporation (NVDA) | 0.1 | $1.9M | +211% | 9.1k | 206.98 | |
| Rockwell Automation (ROK) | 0.1 | $1.9M | 6.4k | 294.05 | ||
| Automatic Data Processing (ADP) | 0.1 | $1.9M | -23% | 9.2k | 201.00 | |
| At&t (T) | 0.1 | $1.9M | -8% | 69k | 27.02 | |
| Intercontinental Exchange (ICE) | 0.1 | $1.8M | -2% | 16k | 114.80 | |
| Pepsi (PEP) | 0.1 | $1.8M | -38% | 12k | 150.32 | |
| Public Service Enterprise (PEG) | 0.1 | $1.8M | 30k | 60.93 | ||
| Flexshares Tr Mornstar Upstr (GUNR) | 0.1 | $1.8M | 48k | 36.60 | ||
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $1.8M | -47% | 13k | 135.42 | |
| Dupont De Nemours (DD) | 0.1 | $1.7M | -31% | 25k | 67.97 | |
| Walt Disney Company (DIS) | 0.1 | $1.7M | -12% | 9.8k | 169.18 | |
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.1 | $1.6M | 160k | 10.17 | ||
| Abbvie (ABBV) | 0.1 | $1.6M | -28% | 15k | 107.66 | |
| Affirm Hldgs Com Cl A (AFRM) | 0.1 | $1.6M | NEW | 14k | 119.15 | |
| Wynn Resorts (WYNN) | 0.1 | $1.6M | +17% | 19k | 84.74 | |
| Cloudera (CLDR) | 0.1 | $1.6M | NEW | 97k | 15.97 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $1.5M | -2% | 15k | 103.34 | |
| First Tr Mlp & Energy Income (FEI) | 0.1 | $1.5M | 215k | 7.20 | ||
| Dow (DOW) | 0.1 | $1.5M | -39% | 26k | 57.53 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.5M | -70% | 6.4k | 236.66 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $1.5M | -51% | 30k | 50.08 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.5M | -81% | 3.7k | 395.63 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $1.4M | -70% | 13k | 112.12 | |
| Enbridge (ENB) | 0.1 | $1.4M | 35k | 39.80 | ||
| 1life Healthcare (ONEM) | 0.1 | $1.4M | +104% | 68k | 20.26 | |
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.0 | $1.3M | -33% | 25k | 53.28 | |
| Ali (ALCO) | 0.0 | $1.3M | 39k | 34.74 | ||
| Citizens Financial (CFG) | 0.0 | $1.3M | -16% | 28k | 47.02 | |
| UnitedHealth (UNH) | 0.0 | $1.3M | -46% | 3.4k | 390.40 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $1.3M | 12k | 104.05 | ||
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $1.3M | -3% | 31k | 41.46 | |
| Johnson & Johnson (JNJ) | 0.0 | $1.3M | -83% | 7.8k | 161.18 | |
| Lowe's Companies (LOW) | 0.0 | $1.2M | -12% | 6.1k | 203.03 | |
| Nextera Energy (NEE) | 0.0 | $1.2M | 16k | 78.53 | ||
| Coinbase Global Com Cl A (COIN) | 0.0 | $1.2M | NEW | 5.4k | 227.71 | |
| Abbott Laboratories (ABT) | 0.0 | $1.2M | -52% | 10k | 118.05 | |
| I3 Verticals Com Cl A (IIIV) | 0.0 | $1.2M | 51k | 24.21 | ||
| Williams Companies (WMB) | 0.0 | $1.2M | 47k | 25.94 | ||
| SEI Investments Company (SEIC) | 0.0 | $1.2M | 20k | 59.28 | ||
| International Game Technolog Shs Usd (IGT) | 0.0 | $1.2M | 45k | 26.33 | ||
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.0 | $1.2M | 26k | 46.04 | ||
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $1.2M | 2.4k | 482.11 | ||
| ConocoPhillips (COP) | 0.0 | $1.1M | -11% | 16k | 67.78 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $1.1M | -56% | 3.7k | 293.64 | |
| McDonald's Corporation (MCD) | 0.0 | $1.1M | -40% | 4.5k | 240.98 | |
| Corteva (CTVA) | 0.0 | $1.1M | -31% | 25k | 42.07 | |
| Jd.com Spon Adr Cl A (JD) | 0.0 | $1.1M | 15k | 72.24 | ||
| Janus Henderson Group Ord Shs (JHG) | 0.0 | $1.0M | 25k | 41.34 | ||
| Holly Energy Partners Com Ut Ltd Ptn (HEP) | 0.0 | $1.0M | 56k | 18.33 | ||
| Roblox Corp Cl A (RBLX) | 0.0 | $1.0M | 14k | 75.56 | ||
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $1.0M | 3.9k | 256.19 | ||
| Sempra Energy (SRE) | 0.0 | $999k | 7.8k | 127.59 | ||
| Cheniere Energy Partners Com Unit (CQP) | 0.0 | $996k | 25k | 40.69 | ||
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $986k | -69% | 6.2k | 158.29 | |
| Pfizer (PFE) | 0.0 | $986k | -47% | 23k | 43.09 | |
| Diageo Spon Adr New (DEO) | 0.0 | $975k | 5.0k | 195.63 | ||
| Westlake Chem Partners Com Unit Rp Lp (WLKP) | 0.0 | $971k | 40k | 24.34 | ||
| Spdr Ser Tr S&p Biotech (XBI) | 0.0 | $961k | -9% | 7.6k | 125.74 | |
| Ishares Tr New Zealand Etf (ENZL) | 0.0 | $950k | 15k | 61.75 | ||
| Ishares Tr Msci Intl Qualty (IQLT) | 0.0 | $913k | +153% | 24k | 37.88 | |
| Philip Morris International (PM) | 0.0 | $884k | -39% | 9.2k | 95.83 | |
| Chevron Corporation (CVX) | 0.0 | $875k | -27% | 8.6k | 101.47 | |
| Gabelli Equity Trust (GAB) | 0.0 | $872k | -9% | 131k | 6.65 | |
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $870k | -14% | 2.2k | 404.09 | |
| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 0.0 | $866k | 13k | 67.06 | ||
| Gcp Applied Technologies (GCP) | 0.0 | $848k | 39k | 21.92 | ||
| Union Pacific Corporation (UNP) | 0.0 | $821k | -42% | 4.2k | 196.13 | |
| Ishares Msci Switzerland (EWL) | 0.0 | $812k | 17k | 46.59 | ||
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $802k | 12k | 68.91 | ||
| Raytheon Technologies Corp (RTX) | 0.0 | $792k | -41% | 9.2k | 86.11 | |
| Ishares Msci Germany Etf (EWG) | 0.0 | $791k | +6% | 24k | 32.91 | |
| Marriott Intl Cl A (MAR) | 0.0 | $790k | 5.3k | 148.08 | ||
| Ishares Msci World Etf (URTH) | 0.0 | $782k | -3% | 6.2k | 126.31 | |
| Willis Towers Watson SHS (WLTW) | 0.0 | $754k | 3.2k | 233.15 | ||
| Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) | 0.0 | $742k | -7% | 16k | 46.81 | |
| 3M Company (MMM) | 0.0 | $726k | -21% | 4.1k | 175.24 | |
| Square Cl A (SQ) | 0.0 | $705k | -45% | 2.9k | 239.71 | |
| Zendesk (ZEN) | 0.0 | $704k | NEW | 6.1k | 116.33 | |
| Coca-Cola Company (KO) | 0.0 | $697k | -23% | 13k | 52.92 | |
| Amplify Etf Tr Blackswan Grwt (SWAN) | 0.0 | $685k | 20k | 34.25 | ||
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $677k | -10% | 4.6k | 147.88 | |
| Honeywell International (HON) | 0.0 | $657k | -39% | 3.1k | 212.35 | |
| Ralph Lauren Corp Cl A (RL) | 0.0 | $644k | 5.8k | 111.75 | ||
| Phillips 66 (PSX) | 0.0 | $642k | 9.2k | 70.12 | ||
| Beyond Meat (BYND) | 0.0 | $641k | 6.1k | 105.20 | ||
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $617k | 12k | 50.81 | ||
| Nike CL B (NKE) | 0.0 | $615k | -8% | 4.2k | 145.53 | |
| Vanguard World Fds Comm Srvc Etf (VOX) | 0.0 | $611k | -63% | 4.3k | 141.08 | |
| Brixmor Prty (BRX) | 0.0 | $609k | 28k | 22.12 | ||
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $605k | 5.3k | 113.25 | ||
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $599k | -2% | 3.9k | 153.43 | |
| Invesco Exchange Traded Fd T Dynmc Lrg Valu (PWV) | 0.0 | $598k | 13k | 44.47 | ||
| Cogent Communications Hldgs Com New (CCOI) | 0.0 | $588k | 8.3k | 70.86 | ||
| Caterpillar (CAT) | 0.0 | $584k | -9% | 3.0k | 191.98 | |
| Ishares Msci Taiwan Etf (EWT) | 0.0 | $577k | 9.3k | 61.98 | ||
| Phillips 66 Partners Com Unit Rep Int (PSXP) | 0.0 | $573k | -11% | 16k | 35.85 | |
| Signify Health Cl A Com (SGFY) | 0.0 | $558k | NEW | 31k | 17.87 | |
| Edwards Lifesciences (EW) | 0.0 | $556k | -31% | 4.9k | 113.38 | |
| Wec Energy Group (WEC) | 0.0 | $543k | 6.2k | 88.15 | ||
| Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 0.0 | $539k | -20% | 10k | 52.69 | |
| Cigna Corp (CI) | 0.0 | $532k | -13% | 2.7k | 200.08 | |
| Lilium N V Class A Ord Shs | 0.0 | $526k | NEW | 50k | 10.52 | |
| Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.0 | $526k | NEW | 34k | 15.69 | |
| Novo-nordisk A S Adr (NVO) | 0.0 | $506k | -5% | 5.3k | 95.92 | |
| Citigroup Com New (C) | 0.0 | $506k | -29% | 7.2k | 70.32 | |
| AtriCure (ATRC) | 0.0 | $505k | 7.3k | 69.53 | ||
| DTE Energy Company (DTE) | 0.0 | $494k | -2% | 4.4k | 112.53 | |
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $487k | -3% | 671.00 | 725.78 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $474k | 4.7k | 101.28 | ||
| Ishares Tr Cohen Steer Reit (ICF) | 0.0 | $470k | -40% | 7.2k | 65.39 | |
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $467k | 6.6k | 71.06 | ||
| Ishares Tr Core Msci Pac (IPAC) | 0.0 | $462k | 6.9k | 67.05 | ||
| Danaher Corporation (DHR) | 0.0 | $452k | -70% | 1.5k | 304.79 | |
| Paypal Holdings (PYPL) | 0.0 | $451k | -71% | 1.7k | 260.39 | |
| Global X Fds Glbx Msci Norw (NORW) | 0.0 | $446k | 31k | 14.50 | ||
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $438k | 7.7k | 56.93 | ||
| Laboratory Corp Amer Hldgs Com New (LH) | 0.0 | $438k | 1.6k | 281.67 | ||
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $424k | 1.3k | 338.93 | ||
| Shell Midstream Partners Unit Ltd Int (SHLX) | 0.0 | $421k | 36k | 11.78 | ||
| Merck & Co (MRK) | 0.0 | $412k | -78% | 5.4k | 75.72 | |
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $408k | 2.1k | 197.58 | ||
| Richmond Mut Bancorporatin I (RMBI) | 0.0 | $404k | 26k | 15.76 | ||
| AutoZone (AZO) | 0.0 | $403k | -3% | 237.00 | 1700.42 | |
| 2u (TWOU) | 0.0 | $403k | +33% | 12k | 33.58 | |
| Allstate Corporation (ALL) | 0.0 | $399k | 3.1k | 127.88 | ||
| Kraneshares Tr Quadrtc Int Rt (IVOL) | 0.0 | $398k | 14k | 27.90 | ||
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $395k | -2% | 3.5k | 112.41 | |
| T. Rowe Price (TROW) | 0.0 | $393k | 2.0k | 196.50 | ||
| AFLAC Incorporated (AFL) | 0.0 | $391k | -2% | 7.5k | 52.13 | |
| Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.0 | $389k | 4.0k | 96.79 | ||
| Mondelez Intl Cl A (MDLZ) | 0.0 | $378k | -41% | 6.4k | 58.70 | |
| Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $375k | -27% | 4.5k | 83.19 | |
| Intel Corporation (INTC) | 0.0 | $370k | -95% | 6.9k | 53.28 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $369k | -71% | 645.00 | 572.09 | |
| Coupang Cl A (CPNG) | 0.0 | $368k | +93% | 13k | 27.84 | |
| Lions Gate Entmnt Corp Cl B Non Vtg (LGF.B) | 0.0 | $366k | 28k | 13.02 | ||
| Procter & Gamble Company (PG) | 0.0 | $365k | -74% | 2.6k | 139.58 | |
| General Electric Com New (GE) | 0.0 | $362k | NEW | 3.5k | 103.08 | |
| Globe Life (GL) | 0.0 | $361k | 4.1k | 89.14 | ||
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.0 | $355k | 7.5k | 47.21 | ||
| Morgan Stanley Com New (MS) | 0.0 | $352k | 3.6k | 97.21 | ||
| Peloton Interactive Cl A Com (PTON) | 0.0 | $348k | 4.0k | 87.20 | ||
| Bristol Myers Squibb (BMY) | 0.0 | $347k | -38% | 5.8k | 59.88 | |
| Tempur-Pedic International (TPX) | 0.0 | $347k | 7.5k | 46.44 | ||
| Ishares Core Msci Emkt (IEMG) | 0.0 | $335k | -81% | 5.4k | 61.74 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $335k | -3% | 4.6k | 72.91 | |
| Atlantic Union B (AUB) | 0.0 | $330k | 9.0k | 36.87 | ||
| Altria (MO) | 0.0 | $324k | -50% | 7.0k | 46.51 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $312k | 1.7k | 182.24 | ||
| Wells Fargo & Company (WFC) | 0.0 | $307k | -38% | 6.6k | 46.49 | |
| Home Depot (HD) | 0.0 | $298k | -79% | 909.00 | 327.83 | |
| Carrier Global Corporation (CARR) | 0.0 | $295k | -7% | 5.7k | 51.61 | |
| CSX Corporation (CSX) | 0.0 | $293k | -3% | 9.9k | 29.69 | |
| Ishares Tr Grwt Allocat Etf (AOR) | 0.0 | $292k | -11% | 5.3k | 55.37 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $291k | 5.8k | 50.32 | ||
| Udr (UDR) | 0.0 | $286k | 5.4k | 52.93 | ||
| Camden Ppty Tr Sh Ben Int (CPT) | 0.0 | $284k | -6% | 1.9k | 148.38 | |
| Yum! Brands (YUM) | 0.0 | $278k | 2.3k | 121.98 | ||
| Wheels Up Experience Com Cl A (UP) | 0.0 | $277k | NEW | 42k | 6.58 | |
| Newmont Mining Corporation (NEM) | 0.0 | $276k | -2% | 5.1k | 54.49 | |
| Netflix (NFLX) | 0.0 | $270k | -92% | 442.00 | 610.86 | |
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $268k | +19% | 7.2k | 37.46 | |
| Expedia Group Com New (EXPE) | 0.0 | $266k | +15% | 1.6k | 163.69 | |
| Stonecastle Finl (BANX) | 0.0 | $262k | 12k | 22.09 | ||
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $259k | 2.7k | 94.25 | ||
| Viacomcbs CL B (VIAC) | 0.0 | $259k | +13% | 6.5k | 39.66 | |
| Colgate-Palmolive Company (CL) | 0.0 | $255k | -19% | 3.4k | 75.56 | |
| BlackRock (BLK) | 0.0 | $255k | -25% | 305.00 | 836.07 | |
| Eaton Corp SHS (ETN) | 0.0 | $246k | -6% | 1.6k | 149.27 | |
| Prudential Financial (PRU) | 0.0 | $245k | -5% | 2.3k | 105.42 | |
| Ishares Msci Em Asia Etf (EEMA) | 0.0 | $243k | NEW | 2.9k | 84.29 | |
| Twitter (TWTR) | 0.0 | $242k | -4% | 4.0k | 60.50 | |
| BP Sponsored Adr (BP) | 0.0 | $242k | -7% | 8.9k | 27.28 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $242k | 2.5k | 97.15 | ||
| Boeing Company (BA) | 0.0 | $241k | -26% | 1.1k | 220.09 | |
| Intuit (INTU) | 0.0 | $238k | -10% | 440.00 | 540.91 | |
| FactSet Research Systems (FDS) | 0.0 | $237k | 600.00 | 395.00 | ||
| Otis Worldwide Corp (OTIS) | 0.0 | $236k | -7% | 2.9k | 82.60 | |
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $236k | 2.3k | 103.83 | ||
| Liberty Global SHS CL C (LBTYK) | 0.0 | $233k | 7.9k | 29.52 | ||
| Coastal Finl Corp Wa Com New (CCB) | 0.0 | $232k | 7.3k | 31.91 | ||
| Regeneron Pharmaceuticals (REGN) | 0.0 | $230k | -5% | 380.00 | 605.26 | |
| Cummins (CMI) | 0.0 | $229k | -2% | 1.0k | 224.29 | |
| Encompass Health Corp (EHC) | 0.0 | $226k | 3.0k | 75.33 | ||
| Stryker Corporation (SYK) | 0.0 | $224k | -32% | 845.00 | 265.09 | |
| Yum China Holdings (YUMC) | 0.0 | $221k | 3.8k | 58.34 | ||
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $215k | -51% | 7.1k | 30.40 | |
| United Parcel Service CL B (UPS) | 0.0 | $215k | -33% | 1.2k | 181.90 | |
| Opendoor Technologies (OPEN) | 0.0 | $215k | NEW | 11k | 20.55 | |
| On24 (ONTF) | 0.0 | $207k | NEW | 10k | 19.94 | |
| Gxo Logistics Incorporated Common Stock (GXO) | 0.0 | $206k | NEW | 2.6k | 78.33 | |
| Discovery Com Ser C (DISCK) | 0.0 | $205k | 8.5k | 24.21 | ||
| Liberty Global Shs Cl A (LBTYA) | 0.0 | $204k | NEW | 6.8k | 29.79 | |
| Louisiana-Pacific Corporation (LPX) | 0.0 | $204k | 3.3k | 61.52 | ||
| Lauder Estee Cos Cl A (EL) | 0.0 | $204k | -19% | 687.00 | 296.94 | |
| American Express Company (AXP) | 0.0 | $204k | -77% | 1.2k | 167.90 | |
| Lions Gate Entmnt Corp Cl A Vtg (LGF.A) | 0.0 | $182k | 13k | 14.16 | ||
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $166k | 17k | 9.58 | ||
| Contextlogic Com Cl A (WISH) | 0.0 | $152k | NEW | 28k | 5.47 | |
| Despegar Com Corp Ord Shs (DESP) | 0.0 | $142k | 12k | 12.04 | ||
| Vintage Wine Estates (VWE) | 0.0 | $102k | 10k | 10.20 | ||
| Flotek Industries (FTK) | 0.0 | $101k | +14% | 80k | 1.26 | |
| B2gold Corp (BTG) | 0.0 | $51k | 15k | 3.40 | ||
| Waitr Hldgs (WTRH) | 0.0 | $26k | 29k | 0.90 | ||
| Aditx Therapeutics (ADTX) | 0.0 | $17k | 10k | 1.70 | ||
Past Filings by Tiedemann Advisors
SEC 13F filings are viewable for Tiedemann Advisors going back to 2011
- 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
- Tiedemann Advisors 2018 Q2 restated filed Aug. 15, 2018
- Tiedemann Advisors 2018 Q2 filed Aug. 14, 2018