Tiedemann Wealth Management

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

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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

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