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 September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p400 (SPMD) 11.9 $247M 7.6M 32.63
Ishares Tr Core S&p Mcp Etf (IJH) 6.9 $144M +6% 776k 185.30
Oracle Corporation (ORCL) 6.4 $132M 2.2M 59.70
Ishares Tr Core S&p Ttl Stk (ITOT) 5.0 $103M 1.4M 75.49
Vanguard Index Fds Total Stk Mkt (VTI) 4.8 $100M 585k 170.32
Paccar (PCAR) 4.5 $94M NEW 1.1M 85.28
First Tr Exchange-traded No Amer Energy (EMLP) 4.3 $89M -4% 4.7M 19.04
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.4 $70M 207k 336.21
Ishares Gold Trust Ishares (IAU) 3.2 $66M 3.7M 17.99
Ishares Tr Modert Alloc Etf (AOM) 2.9 $60M -5% 1.5M 41.05
Vanguard Index Fds Real Estate Etf (VNQ) 2.4 $50M -8% 633k 78.95
Apple (AAPL) 1.4 $29M +291% 250k 115.80
Prologis (PLD) 1.4 $29M -10% 284k 100.62
Enterprise Products Partners (EPD) 1.0 $21M +38% 1.4M 15.79

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Verizon Communications (VZ) 1.0 $20M -10% 341k 59.49
Alphabet Cap Stk Cl A (GOOGL) 1.0 $20M 14k 1465.59
Ishares Tr Core S&p500 Etf (IVV) 1.0 $20M -5% 59k 336.04
Tc Energy Corp (TRP) 0.9 $20M -25% 460k 42.59
Ishares Tr Russell 3000 Etf (IWV) 0.9 $19M -3% 98k 195.72
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.9 $19M +8% 441k 42.25
Nextera Energy Partners Com Unit Part In (NEP) 0.9 $18M -12% 303k 59.96
Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) 0.9 $18M +37% 520k 34.20
Qualcomm (QCOM) 0.8 $17M +691% 142k 117.69
Ishares Tr Msci Acwi Etf (ACWI) 0.8 $17M +187% 207k 79.92
Tc Pipelines Ut Com Ltd Prt (TCP) 0.7 $16M -19% 605k 25.58
Alphabet Cap Stk Cl C (GOOG) 0.7 $15M -9% 10k 1469.40
Ishares Tr Msci Eafe Etf (EFA) 0.7 $15M +935% 235k 63.67
Public Service Enterprise (PEG) 0.6 $13M +5% 237k 54.91
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $13M +12% 59k 216.84
Microsoft Corporation (MSFT) 0.6 $12M -3% 58k 210.28
Nextera Energy (NEE) 0.6 $12M -19% 42k 277.55
Exxon Mobil Corporation (XOM) 0.6 $12M 338k 34.33
Amazon (AMZN) 0.5 $11M 3.3k 3149.91
Ishares Tr S&p Mc 400gr Etf (IJK) 0.5 $10M +10% 43k 239.15
Relmada Therapeutics (RLMD) 0.5 $10M -4% 270k 37.62
Sempra Energy (SRE) 0.5 $9.6M -5% 81k 119.48
Intel Corporation (INTC) 0.4 $9.2M -48% 177k 51.79
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.4 $9.0M 67k 134.72
Liberty Broadband Corp Com Ser C (LBRDK) 0.4 $8.9M NEW 63k 142.88
Alliant Energy Corporation (LNT) 0.4 $8.7M +4% 169k 51.65
Ishares Tr Rus 1000 Etf (IWB) 0.4 $8.6M +75% 46k 187.19
Ishares Tr Rus 1000 Val Etf (IWD) 0.4 $7.6M 64k 118.14
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.4 $7.6M 122k 62.09
Quanta Services (PWR) 0.3 $7.1M -3% 135k 52.91
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.3 $7.1M -40% 182k 38.74
Johnson & Johnson (JNJ) 0.3 $6.8M 46k 148.87
Ida (IDA) 0.3 $6.7M +11% 84k 79.90
Ishares Tr Msci Lw Crb Tg (CRBN) 0.3 $6.5M 50k 130.99
Liberty Media Corp Del Com C Siriusxm (LSXMK) 0.3 $6.4M NEW 192k 33.08
Spdr Ser Tr S&p Divid Etf (SDY) 0.3 $6.3M 68k 92.42
Spdr Gold Tr Gold Shs (GLD) 0.3 $6.0M 34k 177.16
DTE Energy Company (DTE) 0.3 $6.0M -2% 52k 116.12
PPL Corporation (PPL) 0.3 $5.8M +6% 211k 27.65
Tesla Motors (TSLA) 0.3 $5.7M +352% 13k 429.04
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $5.7M -2% 19k 308.94
Fortis (FTS) 0.3 $5.5M 135k 40.85
Westlake Chem Partners Com Unit Rp Lp (WLKP) 0.3 $5.5M -2% 292k 18.75
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $5.0M 22k 231.04
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.2 $4.9M 119k 40.90
salesforce (CRM) 0.2 $4.8M -4% 19k 251.30
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $4.8M 15.00 320000.00
Cme (CME) 0.2 $4.7M 28k 167.31
Starwood Property Trust (STWD) 0.2 $4.7M 301k 15.57
Atmos Energy Corporation (ATO) 0.2 $4.6M -7% 48k 95.59
TJX Companies (TJX) 0.2 $4.6M -27% 83k 55.64
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $4.3M +176% 54k 80.63
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $4.3M -70% 56k 76.19
Visa Com Cl A (V) 0.2 $4.2M 21k 200.08
Ishares Tr Russell 2000 Etf (IWM) 0.2 $4.2M -6% 28k 149.76
Heritage Commerce (HTBK) 0.2 $4.2M 627k 6.66
Facebook Cl A (FB) 0.2 $4.1M +3% 16k 261.92
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $4.0M -2% 23k 176.27
Xcel Energy (XEL) 0.2 $3.9M -7% 56k 69.47
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $3.8M -6% 73k 52.17
American Electric Power Company (AEP) 0.2 $3.8M -7% 46k 81.73
JPMorgan Chase & Co. (JPM) 0.2 $3.8M 39k 96.28
Holly Energy Partners Com Ut Ltd Ptn (HEP) 0.2 $3.8M -40% 310k 12.13
Southern Company (SO) 0.2 $3.8M +165% 69k 54.24
Cantel Medical (CMD) 0.2 $3.7M 85k 43.94
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $3.7M 21k 172.89
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $3.7M 12k 311.45
Dominion Resources (D) 0.2 $3.7M +201% 46k 78.93
Vanguard Index Fds Growth Etf (VUG) 0.2 $3.6M -2% 16k 227.70
One Gas (OGS) 0.2 $3.5M +48% 51k 69.03
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 0.2 $3.4M 62k 54.27
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $3.3M NEW 54k 61.81
Cisco Systems (CSCO) 0.2 $3.3M -2% 84k 39.41
Enbridge (ENB) 0.2 $3.3M -5% 113k 29.21
Cheniere Energy Partners Com Unit (CQP) 0.2 $3.2M +138% 96k 33.25
Phillips 66 Partners Com Unit Rep Int (PSXP) 0.2 $3.2M -42% 138k 23.04
Liberty Media Corp Del Com A Siriusxm (LSXMA) 0.2 $3.2M NEW 95k 33.17
Netflix (NFLX) 0.2 $3.2M 6.3k 500.63
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $3.2M -12% 36k 88.22
Chesapeake Utilities Corporation (CPK) 0.2 $3.1M +34% 37k 84.63
Lowe's Companies (LOW) 0.1 $3.1M 18k 165.84
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $3.1M -5% 14k 212.97
New Jersey Resources Corporation (NJR) 0.1 $3.0M -7% 110k 27.38
Wec Energy Group (WEC) 0.1 $3.0M -6% 31k 96.90
Williams Companies (WMB) 0.1 $3.0M +39% 152k 19.65
Wal-Mart Stores (WMT) 0.1 $2.9M +4% 20k 139.96
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $2.8M -66% 45k 63.49
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $2.8M -16% 64k 43.25
At&t (T) 0.1 $2.7M +279% 95k 28.53
Ishares Tr National Mun Etf (MUB) 0.1 $2.7M 23k 115.94
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $2.7M -5% 38k 70.25
Gci Liberty Com Class A (GLIBA) 0.1 $2.6M NEW 32k 81.97
Amgen (AMGN) 0.1 $2.6M -3% 10k 254.06
FirstEnergy (FE) 0.1 $2.6M -8% 90k 28.71
Vanguard Index Fds Value Etf (VTV) 0.1 $2.6M -3% 25k 104.49
Starbucks Corporation (SBUX) 0.1 $2.6M +99% 30k 85.95
Pepsi (PEP) 0.1 $2.5M 18k 138.60
Merck & Co (MRK) 0.1 $2.5M 30k 83.62
Comcast Corp Cl A (CMCSA) 0.1 $2.5M +600% 54k 46.25
Mastercard Incorporated Cl A (MA) 0.1 $2.4M -22% 7.2k 338.14
Equitrans Midstream Corp (ETRN) 0.1 $2.4M +1066% 286k 8.46
American Water Works (AWK) 0.1 $2.4M -11% 16k 144.83
Eversource Energy (ES) 0.1 $2.4M -39% 28k 83.55
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.1 $2.3M 21k 113.78
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $2.2M -15% 8.0k 278.15
Penumbra (PEN) 0.1 $2.2M -48% 11k 194.35
Exelon Corporation (EXC) 0.1 $2.2M -7% 61k 35.77
Abbott Laboratories (ABT) 0.1 $2.2M 20k 108.84
Dupont De Nemours (DD) 0.1 $2.1M 37k 55.48
Abbvie (ABBV) 0.1 $2.0M 23k 87.63
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $2.0M -62% 372k 5.42
Dow (DOW) 0.1 $2.0M 42k 47.06
CMS Energy Corporation (CMS) 0.1 $1.9M -7% 32k 61.43
Nxp Semiconductors N V (NXPI) 0.1 $1.9M NEW 16k 125.19
Procter & Gamble Company (PG) 0.1 $1.9M 14k 138.86
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $1.9M -11% 8.7k 221.43
Disney Walt Com Disney (DIS) 0.1 $1.9M -7% 15k 124.15
Shockwave Med (SWAV) 0.1 $1.9M NEW 25k 75.81
Ishares Core Msci Emkt (IEMG) 0.1 $1.8M +2% 35k 52.78
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 0.1 $1.8M 37k 49.87
Costco Wholesale Corporation (COST) 0.1 $1.8M -7% 5.1k 355.62
Avalara (AVLR) 0.1 $1.8M 14k 127.35
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $1.7M +258% 34k 51.60
Liberty Media Corp Del Com Ser C Frmla (FWONK) 0.1 $1.7M NEW 48k 36.26
Automatic Data Processing (ADP) 0.1 $1.7M 12k 140.40
First Tr Mlp & Energy Income (FEI) 0.1 $1.7M +10% 365k 4.64
Intercontinental Exchange (ICE) 0.1 $1.7M 17k 100.06
Home Depot (HD) 0.1 $1.6M -8% 5.9k 277.89
Federal Rlty Invt Tr Sh Ben Int New (FRT) 0.1 $1.6M 21k 74.51
Pfizer (PFE) 0.1 $1.6M 43k 36.74
Adobe Systems Incorporated (ADBE) 0.1 $1.6M -6% 3.2k 490.91
Shell Midstream Partners Unit Ltd Int (SHLX) 0.1 $1.6M -62% 165k 9.46
McDonald's Corporation (MCD) 0.1 $1.5M 6.8k 219.33
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $1.5M 26k 57.41
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $1.4M +11% 4.9k 293.84
Rockwell Automation (ROK) 0.1 $1.4M 6.5k 220.70
Spdr Ser Tr S&p Biotech (XBI) 0.1 $1.4M 12k 111.46
Philip Morris International (PM) 0.1 $1.4M 18k 76.28
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $1.3M 21k 64.09
UnitedHealth (UNH) 0.1 $1.3M -3% 4.1k 312.39
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $1.3M 12k 108.10
Ishares Esg Awr Msci Em (ESGE) 0.1 $1.3M -56% 35k 35.60
American Tower Reit (AMT) 0.1 $1.3M 5.1k 243.24
Vaneck Vectors Etf Tr Jr Gold Miners E (GDXJ) 0.1 $1.2M NEW 22k 55.37
Ishares Tr Expnd Tec Sc Etf (IGM) 0.1 $1.2M +8% 3.9k 308.97
Jd.com Spon Adr Cl A (JD) 0.1 $1.1M +109% 15k 77.58
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $1.1M 16k 72.15
Kinder Morgan (KMI) 0.1 $1.1M -59% 92k 12.33
Cigna Corp (CI) 0.1 $1.1M +218% 6.7k 169.49
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.1M 8.6k 129.32
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $1.1M 14k 80.90
Ali (ALCO) 0.1 $1.1M 39k 28.70
Eli Lilly & Co. (LLY) 0.1 $1.1M 7.4k 148.19
W.R. Grace & Co. (GRA) 0.1 $1.1M 27k 40.29
Vanguard World Fds Comm Srvc Etf (VOX) 0.1 $1.1M 11k 101.93
Corteva (CTVA) 0.1 $1.1M 37k 28.76
SEI Investments Company (SEIC) 0.0 $1.0M 20k 50.68
International Game Technolog Shs Usd (IGT) 0.0 $994k 89k 11.13
Hilltop Holdings (HTH) 0.0 $968k 47k 20.57
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $954k 12k 80.70
Wynn Resorts (WYNN) 0.0 $947k +9% 13k 71.82
Thermo Fisher Scientific (TMO) 0.0 $947k -11% 2.1k 441.49
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.0 $946k 158k 5.98
Chevron Corporation (CVX) 0.0 $945k +14% 13k 72.20
Raytheon Technologies Corp (RTX) 0.0 $942k -15% 16k 57.50
Mondelez Intl Cl A (MDLZ) 0.0 $931k +2% 16k 57.84
Lendingclub Corp Com New (LC) 0.0 $912k 194k 4.71
Ishares Tr New Zealand Etf (ENZL) 0.0 $885k 15k 57.52
Gabelli Equity Trust (GAB) 0.0 $879k -2% 173k 5.09
Kansas City Southern Com New (KSU) 0.0 $871k 4.8k 181.16
Intuitive Surgical Com New (ISRG) 0.0 $867k -5% 1.2k 709.49
Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $864k 5.9k 146.84
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $862k -33% 6.4k 135.03
American Express Company (AXP) 0.0 $843k 8.4k 100.05
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $826k -11% 2.4k 339.78
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.0 $824k -47% 12k 68.16
Union Pacific Corporation (UNP) 0.0 $817k -7% 4.2k 196.63
3M Company (MMM) 0.0 $815k 5.1k 160.34
Gcp Applied Technologies (GCP) 0.0 $810k -43% 39k 20.94
BlackRock (BLK) 0.0 $781k 1.4k 563.49
Oneok (OKE) 0.0 $774k -81% 30k 26.00
Expedia Group Com New (EXPE) 0.0 $768k NEW 8.4k 91.68
Consolidated Edison (ED) 0.0 $767k 9.9k 77.78
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) 0.0 $764k -40% 22k 35.45
Honeywell International (HON) 0.0 $726k +3% 4.4k 164.85
Proshares Tr Russ 2000 Divd (SMDV) 0.0 $720k 15k 47.15
Citizens Financial (CFG) 0.0 $716k 28k 25.28
Ishares Tr U.s. Tech Etf (IYW) 0.0 $715k 2.4k 301.05
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.0 $705k 21k 33.01
Diageo Spon Adr New (DEO) 0.0 $697k +4% 5.0k 139.76
Vanguard Index Fds Small Cp Etf (VB) 0.0 $691k 4.5k 153.73
Willis Towers Watson SHS (WLTW) 0.0 $678k 3.2k 209.65
Peloton Interactive Cl A Com (PTON) 0.0 $664k NEW 6.7k 99.16
Altria (MO) 0.0 $659k 17k 39.56
Paypal Holdings (PYPL) 0.0 $652k -13% 3.3k 197.04
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) 0.0 $642k +19% 16k 39.17
Nordstrom (JWN) 0.0 $641k 54k 11.92
NVIDIA Corporation (NVDA) 0.0 $634k -7% 1.2k 540.03
Blackrock Health Sciencs Tr Com Shs (BMEZ) 0.0 $596k 25k 23.84
Ishares Tr Msci Eafe Min Vl (EFAV) 0.0 $596k 8.8k 68.04
Zoom Video Communications In Cl A (ZM) 0.0 $588k 1.3k 470.02
Duke Energy Corp Com New (DUK) 0.0 $569k -67% 6.4k 88.60
Ishares Msci World Etf (URTH) 0.0 $566k +80% 5.7k 99.77
Ishares Tr Select Divid Etf (DVY) 0.0 $565k -54% 6.9k 81.32
Bp Midstream Partners Unit Ltd Ptnr (BPMP) 0.0 $564k -4% 57k 9.90
ConocoPhillips (COP) 0.0 $559k +5% 17k 32.76
Ark Etf Tr Innovation Etf (ARKK) 0.0 $553k NEW 6.0k 91.80
Bristol Myers Squibb (BMY) 0.0 $544k -3% 9.1k 60.10
Marriott Intl Cl A (MAR) 0.0 $544k NEW 5.9k 92.52
Zoetis Cl A (ZTS) 0.0 $541k 3.3k 165.34
Janus Henderson Group Ord Shs (JHG) 0.0 $519k 24k 21.71
Blackrock Capital Allocation Trust 0.0 $512k NEW 25k 20.48
Coca-Cola Company (KO) 0.0 $503k -2% 10k 49.91
Cogent Communications Hldgs Com New (CCOI) 0.0 $498k -36% 8.3k 60.01
Lions Gate Entmnt Corp Cl B Non Vtg (LGF.B) 0.0 $490k NEW 56k 8.71
Spring Bk Pharmaceuticals In (SBPH) 0.0 $486k 363k 1.34
Regeneron Pharmaceuticals (REGN) 0.0 $453k -4% 808.00 560.64
Ishares Tr Msci Kld400 Soc (DSI) 0.0 $443k 3.5k 128.22
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.0 $443k NEW 7.6k 58.19
Phillips 66 (PSX) 0.0 $432k +3% 8.3k 51.94
Vanguard World Fds Utilities Etf (VPU) 0.0 $431k 3.3k 129.04
Nike CL B (NKE) 0.0 $417k 3.3k 125.60
Liberty Media Corp Del Com C Braves Grp (BATRK) 0.0 $415k NEW 20k 20.99
Ishares Tr Core Msci Eafe (IEFA) 0.0 $410k -33% 6.8k 60.41
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $403k 1.4k 278.31
Edwards Lifesciences (EW) 0.0 $402k -8% 5.0k 79.81
Ralph Lauren Corp Cl A (RL) 0.0 $392k 5.8k 68.02
Citigroup Com New (C) 0.0 $389k +8% 9.1k 42.97
Ishares Tr Core Msci Pac (IPAC) 0.0 $388k 6.9k 56.31
Ishares Tr Core Msci Total (IXUS) 0.0 $383k 6.6k 58.28
Ishares Tr Eafe Value Etf (EFV) 0.0 $374k -34% 9.3k 40.29
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $362k -2% 15k 24.92
Novo-nordisk A S Adr (NVO) 0.0 $360k 5.2k 69.40
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $358k -33% 3.6k 99.64
Allstate Corporation (ALL) 0.0 $350k 3.7k 94.49
Accenture Plc Ireland Shs Class A (ACN) 0.0 $331k +14% 1.5k 226.09
Newmont Mining Corporation (NEM) 0.0 $328k -27% 5.2k 63.47
J P Morgan Exchange-traded F Betbuld Europe (BBEU) 0.0 $327k +38% 14k 22.93
Globe Life (GL) 0.0 $325k 4.1k 79.95
Cummins (CMI) 0.0 $322k -8% 1.5k 211.01
Ishares Tr S&p 100 Etf (OEF) 0.0 $317k 2.0k 155.47
CVS Caremark Corporation (CVS) 0.0 $313k -10% 5.3k 58.68
Brixmor Prty (BRX) 0.0 $312k 27k 11.70
TransDigm Group Incorporated (TDG) 0.0 $311k 654.00 475.54
United Parcel Service CL B (UPS) 0.0 $310k NEW 1.9k 166.13
Trex Company (TREX) 0.0 $307k NEW 4.3k 71.60
World Gold Tr Spdr Gld Minis (GLDM) 0.0 $307k NEW 16k 18.84
MPLX Com Unit Rep Ltd (MPLX) 0.0 $306k 20k 15.71
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $300k NEW 3.7k 81.32
Ishares Tr U.s. Real Es Etf (IYR) 0.0 $296k 3.7k 80.15
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $293k -36% 2.2k 130.40
AtriCure (ATRC) 0.0 $290k 7.3k 39.93
AutoZone (AZO) 0.0 $287k 244.00 1176.23
Ishares Tr Grwt Allocat Etf (AOR) 0.0 $287k 5.9k 48.32
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $281k -7% 3.4k 83.06
Danaher Corporation (DHR) 0.0 $280k -30% 1.3k 214.89
Richmond Mut Bancorporatin I (RMBI) 0.0 $271k NEW 26k 10.57
Kimberly-Clark Corporation (KMB) 0.0 $268k -3% 1.8k 148.15
Ecolab (ECL) 0.0 $261k 1.3k 200.00
Medtronic SHS (MDT) 0.0 $259k NEW 2.5k 104.31
T. Rowe Price (TROW) 0.0 $257k 2.0k 127.86
2u (TWOU) 0.0 $254k NEW 7.5k 33.87
CSX Corporation (CSX) 0.0 $251k -57% 3.3k 77.23
Ishares Tr Cohen Steer Reit (ICF) 0.0 $251k 2.5k 102.45
Unilever N V N Y Shs New (UN) 0.0 $250k NEW 4.2k 60.18
Caterpillar (CAT) 0.0 $249k -2% 1.7k 148.92
Lions Gate Entmnt Corp Cl A Vtg (LGF.A) 0.0 $244k NEW 26k 9.49
J P Morgan Exchange-traded F Betabuldrs Cda (BBCA) 0.0 $243k NEW 10k 23.88
Laboratory Corp Amer Hldgs Com New (LH) 0.0 $242k 1.3k 188.62
Texas Instruments Incorporated (TXN) 0.0 $239k NEW 1.7k 143.54
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.0 $237k 3.1k 76.90
Otis Worldwide Corp (OTIS) 0.0 $236k 3.8k 61.99
Stamps Com New (STMP) 0.0 $236k NEW 982.00 240.33
Carrier Global Corporation (CARR) 0.0 $235k NEW 7.6k 30.86
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.0 $231k 9.6k 24.05
Charter Communications Inc N Cl A (CHTR) 0.0 $231k NEW 368.00 627.72
S&p Global (SPGI) 0.0 $228k -2% 629.00 362.48
Southwest Airlines (LUV) 0.0 $228k NEW 6.1k 37.59
Zimmer Holdings (ZBH) 0.0 $224k NEW 1.6k 137.17
J P Morgan Exchange-traded F Betbuld Japan (BBJP) 0.0 $221k NEW 8.9k 24.73
Colgate-Palmolive Company (CL) 0.0 $220k NEW 2.9k 76.87
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $218k NEW 1.8k 122.75
FedEx Corporation (FDX) 0.0 $217k NEW 862.00 251.74
Ameriprise Financial (AMP) 0.0 $207k 1.3k 155.06
Booking Holdings (BKNG) 0.0 $206k -11% 120.00 1716.67
Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $205k NEW 3.2k 63.47
Boeing Company (BA) 0.0 $205k 1.2k 165.46
FactSet Research Systems (FDS) 0.0 $202k -21% 602.00 335.55
Palantir Technologies Cl A 0.0 $186k NEW 20k 9.48
General Electric Company (GE) 0.0 $172k +2% 28k 6.15
Coastal Finl Corp Wa Com New (CCB) 0.0 $145k -21% 12k 12.27
Flotek Industries (FTK) 0.0 $140k NEW 52k 2.72
Waitr Hldgs (WTRH) 0.0 $93k 29k 3.21
New Residential Invt Corp Com New (NRZ) 0.0 $84k 11k 7.99
Despegar Com Corp Ord Shs (DESP) 0.0 $80k NEW 13k 6.42
Alliance Resource Partners L Ut Ltd Part (ARLP) 0.0 $70k 25k 2.77
Prospect Capital Corporation (PSEC) 0.0 $56k 11k 5.09
Aberdeen Asia-Pacific Income Fund (FAX) 0.0 $40k 10k 4.00
Super League Gaming (SLGG) 0.0 $20k 11k 1.81

Past Filings by Tiedemann Advisors

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

View all past filings