Tiedemann Wealth Management

Tiedemann Advisors as of March 31, 2021

Portfolio Holdings for Tiedemann Advisors

Tiedemann Advisors holds 329 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p400 (SPMD) 15.4 $351M 7.7M 45.76
Ishares Tr Core S&p Mcp Etf (IJH) 10.1 $230M 882k 260.27
Oracle Corporation (ORCL) 6.8 $155M 2.2M 70.17
Ishares Tr Core S&p Ttl Stk (ITOT) 5.7 $131M 1.4M 91.60
Vanguard Index Fds Total Stk Mkt (VTI) 5.3 $121M 585k 206.69
First Tr Exchange-traded No Amer Energy (EMLP) 4.4 $102M 4.5M 22.81
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.7 $85M 215k 397.63
Ishares Gold Tr Ishares 3.0 $70M 4.3M 16.26
Paccar (PCAR) 3.0 $68M 727k 92.92
Ishares Tr Modert Alloc Etf (AOM) 2.8 $64M 1.5M 43.55
Vanguard Index Fds Real Estate Etf (VNQ) 2.5 $58M 626k 91.85
Uber Technologies (UBER) 1.9 $44M 807k 54.51
Apple (AAPL) 1.3 $30M 246k 122.16
Alphabet Cap Stk Cl A (GOOGL) 1.2 $27M 13k 2062.56
Prologis (PLD) 1.1 $26M 247k 106.00
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 1.1 $26M 520k 50.08
Ishares Tr Core S&p500 Etf (IVV) 1.1 $24M 61k 397.84
Adobe Systems Incorporated (ADBE) 1.0 $23M 48k 475.37
Ishares Tr Russell 3000 Etf (IWV) 0.9 $21M 88k 237.24
Verizon Communications (VZ) 0.9 $19M 334k 58.15
Exxon Mobil Corporation (XOM) 0.8 $18M 330k 55.84
Ishares Tr Msci Eafe Etf (EFA) 0.8 $18M 236k 75.89
Ishares Tr Rus 1000 Grw Etf (IWF) 0.7 $17M 68k 243.04
Alphabet Cap Stk Cl C (GOOG) 0.6 $14M 6.9k 2068.24
Qualcomm (QCOM) 0.6 $14M 105k 132.59
Ishares Tr S&p Mc 400gr Etf (IJK) 0.6 $13M 167k 78.37
Liberty Broadband Corp Com Ser C (LBRDK) 0.5 $12M 81k 150.15
Amazon (AMZN) 0.5 $12M 3.9k 3092.66
Ishares Tr Rus 1000 Val Etf (IWD) 0.5 $11M 75k 151.57
Microsoft Corporation (MSFT) 0.5 $10M 44k 235.78
Ishares Tr Rus 1000 Etf (IWB) 0.5 $10M 46k 223.80
Intel Corporation (INTC) 0.4 $10M 157k 63.99
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.4 $9.1M 176k 51.66
Goldman Sachs (GS) 0.4 $8.6M 26k 327.06
Spdr Ser Tr S&p Divid Etf (SDY) 0.4 $8.0M 68k 118.02
Johnson & Johnson (JNJ) 0.3 $7.7M 47k 164.32
Heritage Commerce (HTBK) 0.3 $7.5M 616k 12.22
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $7.5M 122k 61.51
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $7.2M 20k 364.28
Ishares Tr Msci Lw Crb Tg (CRBN) 0.3 $7.2M 46k 156.06
Ishares Tr Russell 2000 Etf (IWM) 0.3 $7.1M 32k 221.00
Tesla Motors (TSLA) 0.3 $7.0M 10k 667.95
Ishares Tr Msci Acwi Etf (ACWI) 0.3 $6.9M 72k 95.15
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.3 $5.9M 120k 49.10
Cme (CME) 0.3 $5.8M 28k 204.19
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $5.7M 87k 65.10
Snowflake Cl A (SNOW) 0.2 $5.6M 24k 229.29
Facebook Cl A (META) 0.2 $5.3M 18k 294.50
Vanguard Index Fds Growth Etf (VUG) 0.2 $5.1M 20k 256.95
JPMorgan Chase & Co. (JPM) 0.2 $4.9M 32k 152.23
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $4.8M 22k 221.32
Enterprise Products Partners (EPD) 0.2 $4.8M 216k 22.02
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $4.7M 49k 97.26
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $4.7M 52k 90.82
Visa Com Cl A (V) 0.2 $4.6M 22k 211.72
MiMedx (MDXG) 0.2 $4.6M 445k 10.30
Magellan Midstream Prtnrs Com Unit Rp Lp 0.2 $4.5M 105k 43.36
Liberty Media Corp Del Com C Siriusxm 0.2 $4.5M 102k 44.11
salesforce (CRM) 0.2 $4.3M 21k 211.84
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $4.3M 42k 102.06
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $4.2M 12k 358.51
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $4.2M 38k 108.53
Tc Energy Corp (TRP) 0.2 $4.2M 91k 45.80
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $4.1M 66k 62.72
Upwork (UPWK) 0.2 $4.0M 90k 44.77
Cisco Systems (CSCO) 0.2 $4.0M 78k 51.68
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $3.9M 10.00 385700.00
Starbucks Corporation (SBUX) 0.2 $3.8M 35k 109.27
Liberty Media Corp Del Com A Siriusxm 0.2 $3.5M 80k 44.08
Select Sector Spdr Tr Energy (XLE) 0.2 $3.5M 71k 49.06
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $3.3M 44k 75.93
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $3.3M 13k 255.49
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $3.3M 63k 52.09
Netflix (NFLX) 0.1 $3.2M 6.2k 521.94
Nxp Semiconductors N V (NXPI) 0.1 $3.1M 16k 201.84
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.1 $3.1M 20k 151.63
Vanguard Index Fds Value Etf (VTV) 0.1 $3.1M 23k 131.41
Penumbra (PEN) 0.1 $3.0M 11k 270.69
Nextera Energy Partners Com Unit Part In (NEP) 0.1 $3.0M 41k 72.88
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $2.9M 35k 84.73
Comcast Corp Cl A (CMCSA) 0.1 $2.9M 53k 54.11
Dupont De Nemours (DD) 0.1 $2.9M 37k 77.20
Pepsi (PEP) 0.1 $2.8M 20k 141.41
Wal-Mart Stores (WMT) 0.1 $2.8M 21k 136.47
Spdr Gold Tr Gold Shs (GLD) 0.1 $2.8M 17k 160.02
Mastercard Incorporated Cl A (MA) 0.1 $2.7M 7.6k 355.99
Dow (DOW) 0.1 $2.7M 42k 63.95
At&t (T) 0.1 $2.6M 87k 30.28
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $2.6M 8.7k 300.81
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $2.5M 8.0k 319.50
Stitch Fix Com Cl A (SFIX) 0.1 $2.5M 51k 49.55
Ishares Tr National Mun Etf (MUB) 0.1 $2.5M 22k 116.08
Abbott Laboratories (ABT) 0.1 $2.5M 21k 119.81
UnitedHealth (UNH) 0.1 $2.4M 6.4k 371.83
Abbvie (ABBV) 0.1 $2.3M 22k 108.20
Automatic Data Processing (ADP) 0.1 $2.3M 12k 189.41
Walt Disney Company (DIS) 0.1 $2.2M 12k 184.30
Kansas City Southern Com New 0.1 $2.2M 8.4k 264.39
Federal Rlty Invt Tr Sh Ben Int New 0.1 $2.2M 22k 102.48
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 0.1 $2.0M 38k 53.36
Wynn Resorts (WYNN) 0.1 $2.0M 16k 125.41
Merck & Co (MRK) 0.1 $2.0M 26k 77.70
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $2.0M 27k 73.98
Asana Cl A (ASAN) 0.1 $2.0M 69k 28.58
Relmada Therapeutics (RLMD) 0.1 $2.0M 56k 35.21
Ishares Core Msci Emkt (IEMG) 0.1 $1.9M 30k 64.36
Avalara 0.1 $1.9M 14k 133.44
Shockwave Med 0.1 $1.8M 14k 130.24
Intercontinental Exchange (ICE) 0.1 $1.8M 17k 111.70
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 0.1 $1.8M 37k 49.57
Public Service Enterprise (PEG) 0.1 $1.8M 30k 60.22
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $1.8M 13k 141.69
Rockwell Automation (ROK) 0.1 $1.7M 6.5k 265.38
McDonald's Corporation (MCD) 0.1 $1.7M 7.6k 224.09
Flexshares Tr Mornstar Upstr (GUNR) 0.1 $1.7M 47k 36.19
Corteva (CTVA) 0.1 $1.7M 37k 46.66
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $1.6M 26k 64.03
W.R. Grace & Co. 0.1 $1.6M 27k 59.85
Union Pacific Corporation (UNP) 0.1 $1.6M 7.3k 220.42
Lendingclub Corp Com New (LC) 0.1 $1.6M 97k 16.52
NVIDIA Corporation (NVDA) 0.1 $1.6M 3.0k 533.78
I3 Verticals Com Cl A (IIIV) 0.1 $1.6M 51k 31.12
Procter & Gamble Company (PG) 0.1 $1.6M 12k 135.39
Pfizer (PFE) 0.1 $1.5M 43k 36.19
Vanguard World Fds Comm Srvc Etf (VOX) 0.1 $1.5M 12k 129.93
Oneok (OKE) 0.1 $1.5M 30k 50.65
First Tr Mlp & Energy Income 0.1 $1.5M 215k 6.92
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.1 $1.5M 162k 9.10
Eli Lilly & Co. (LLY) 0.1 $1.4M 7.6k 186.88
Home Depot (HD) 0.1 $1.4M 4.6k 305.66
Philip Morris International (PM) 0.1 $1.4M 16k 89.75
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $1.4M 14k 101.11
Ishares Esg Awr Msci Em (ESGE) 0.1 $1.4M 32k 43.32
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $1.4M 16k 86.27
Enbridge (ENB) 0.1 $1.3M 36k 36.39
Lowe's Companies (LOW) 0.1 $1.3M 6.8k 190.16
1life Healthcare 0.1 $1.3M 33k 39.11
Chevron Corporation (CVX) 0.1 $1.3M 12k 104.58
Jd.com Spon Adr Cl A (JD) 0.1 $1.3M 15k 84.31
Vanguard Index Fds Small Cp Etf (VB) 0.1 $1.3M 5.8k 214.08
Citizens Financial (CFG) 0.1 $1.2M 28k 44.17
Nextera Energy (NEE) 0.1 $1.2M 17k 75.61
Raytheon Technologies Corp (RTX) 0.1 $1.2M 16k 77.30
SEI Investments Company (SEIC) 0.1 $1.2M 20k 60.93
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $1.2M 12k 101.94
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $1.2M 12k 95.96
Zillow Group Cl A (ZG) 0.1 $1.2M 8.9k 131.35
Ali (ALCO) 0.1 $1.2M 39k 30.05
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $1.2M 2.4k 476.76
Spdr Ser Tr S&p Biotech (XBI) 0.1 $1.1M 8.4k 135.65
Proshares Tr Russ 2000 Divd (SMDV) 0.0 $1.1M 17k 65.43
Zillow Group Cl C Cap Stk (Z) 0.0 $1.1M 8.7k 129.56
Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $1.1M 13k 87.72
Williams Companies (WMB) 0.0 $1.1M 47k 23.70
Square Cl A (SQ) 0.0 $1.1M 4.9k 227.03
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $1.1M 4.8k 226.57
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.0 $1.1M 21k 50.66
Holly Energy Partners Com Ut Ltd Ptn 0.0 $1.1M 56k 19.10
Sempra Energy (SRE) 0.0 $1.1M 7.9k 133.52
3M Company (MMM) 0.0 $1.0M 5.3k 192.89
Cheniere Energy Partners Com Unit (CQP) 0.0 $1.0M 25k 41.54
ConocoPhillips (COP) 0.0 $1.0M 19k 52.97
Gabelli Equity Trust (GAB) 0.0 $985k 144k 6.82
Honeywell International (HON) 0.0 $984k 4.5k 217.07
Thermo Fisher Scientific (TMO) 0.0 $961k 2.1k 457.62
Coca-Cola Company (KO) 0.0 $959k 18k 53.17
Ishares Tr New Zealand Etf (ENZL) 0.0 $958k 15k 62.27
Westlake Chem Partners Com Unit Rp Lp (WLKP) 0.0 $958k 40k 24.01
Gcp Applied Technologies 0.0 $949k 39k 24.53
Ishares Tr Expnd Tec Sc Etf (IGM) 0.0 $940k 2.6k 360.98
Paypal Holdings (PYPL) 0.0 $892k 3.7k 242.92
Roblox Corp Cl A (RBLX) 0.0 $879k 14k 64.79
Cigna Corp (CI) 0.0 $862k 3.6k 241.80
Diageo Spon Adr New (DEO) 0.0 $857k 5.2k 165.57
Marriott Intl Cl A (MAR) 0.0 $804k 5.4k 148.15
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) 0.0 $799k 13k 61.88
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $795k 12k 68.31
Beyond Meat (BYND) 0.0 $793k 6.1k 130.15
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) 0.0 $789k 17k 46.27
Janus Henderson Group Ord Shs (JHG) 0.0 $774k 25k 31.15
American Express Company (AXP) 0.0 $772k 5.5k 141.60
Phillips 66 (PSX) 0.0 $769k 9.4k 81.57
Mondelez Intl Cl A (MDLZ) 0.0 $751k 13k 58.98
Willis Towers Watson SHS (WTW) 0.0 $746k 3.3k 229.54
Altria (MO) 0.0 $736k 14k 52.03
Citigroup Com New (C) 0.0 $736k 10k 72.82
International Game Technolog Shs Usd (IGT) 0.0 $718k 45k 16.05
Ralph Lauren Corp Cl A (RL) 0.0 $712k 5.8k 123.06
Consolidated Edison (ED) 0.0 $701k 9.4k 74.82
Ishares Msci World Etf (URTH) 0.0 $675k 5.7k 118.84
Caterpillar (CAT) 0.0 $671k 2.9k 231.30
Costco Wholesale Corporation (COST) 0.0 $669k 1.9k 351.92
Blackrock Health Sciencs Tr Com Shs (BMEZ) 0.0 $658k 25k 26.32
Ishares Tr Msci Eafe Min Vl (EFAV) 0.0 $640k 8.8k 73.06
DTE Energy Company (DTE) 0.0 $632k 4.7k 133.96
Ishares Tr Cohen Steer Reit (ICF) 0.0 $626k 11k 57.77
Bristol Myers Squibb (BMY) 0.0 $619k 9.7k 63.53
J P Morgan Exchange-traded F Ultra Sht Muncpl (JMST) 0.0 $601k 12k 51.07
Wec Energy Group (WEC) 0.0 $595k 6.4k 93.69
Zoetis Cl A (ZTS) 0.0 $593k 3.8k 157.25
Danaher Corporation (DHR) 0.0 $587k 2.6k 224.82
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $583k 5.3k 109.14
Invesco Exchange Traded Fd T Dynmc Lrg Valu (PWV) 0.0 $574k 13k 42.68
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $573k 3.6k 159.48
Phillips 66 Partners Com Unit Rep Int 0.0 $571k 18k 31.64
Cogent Communications Hldgs Com New (CCOI) 0.0 $571k 8.3k 68.81
Brixmor Prty (BRX) 0.0 $549k 27k 20.23
General Electric Company 0.0 $541k 41k 13.17
Morgan Stanley Com New (MS) 0.0 $521k 6.7k 77.61
Blackrock Capital Allocation Trust (BCAT) 0.0 $513k 25k 20.52
Kinder Morgan (KMI) 0.0 $511k 31k 16.65
Blackrock Innovation And Grw Shs Ben Int (BIGZ) 0.0 $508k 25k 20.32
Ishares Tr Msci Kld400 Soc (DSI) 0.0 $503k 6.6k 76.40
Boeing Company (BA) 0.0 $499k 2.0k 254.59
Nike CL B (NKE) 0.0 $498k 3.7k 133.19
Shell Midstream Partners Unit Ltd Int 0.0 $480k 36k 13.35
AtriCure (ATRC) 0.0 $476k 7.3k 65.54
Ishares Tr Eafe Value Etf (EFV) 0.0 $473k 9.3k 50.96
Ishares Tr Core Msci Total (IXUS) 0.0 $462k 6.6k 70.30
Ishares Tr Core Msci Pac (IPAC) 0.0 $459k 6.9k 66.62
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $458k 15k 31.53
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $449k 3.1k 147.21
Edwards Lifesciences (EW) 0.0 $442k 5.3k 83.55
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) 0.0 $440k 14k 32.45
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.0 $438k 7.7k 57.17
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $437k 3.7k 118.94
Wells Fargo & Company (WFC) 0.0 $430k 11k 39.11
Global X Fds Glbx Msci Norw 0.0 $426k 31k 13.85
Amgen (AMGN) 0.0 $419k 1.7k 249.40
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $414k 1.2k 331.47
Accenture Plc Ireland Shs Class A (ACN) 0.0 $413k 1.5k 276.81
Ishares Tr U.s. Tech Etf (IYW) 0.0 $410k 4.7k 87.61
Kraneshares Tr Quadrtc Int Rt (IVOL) 0.0 $408k 14k 28.60
AFLAC Incorporated (AFL) 0.0 $404k 7.9k 51.18
Laboratory Corp Amer Hldgs Com New 0.0 $404k 1.6k 254.73
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $401k 3.0k 135.02
Globe Life (GL) 0.0 $392k 4.1k 96.41
Novo-nordisk A S Adr (NVO) 0.0 $391k 5.7k 68.49
TransDigm Group Incorporated (TDG) 0.0 $390k 663.00 588.24
Peloton Interactive Cl A Com (PTON) 0.0 $387k 3.4k 112.50
Allstate Corporation (ALL) 0.0 $374k 3.2k 115.47
Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $372k 6.1k 61.47
2u 0.0 $371k 9.7k 38.25
Zuora Com Cl A (ZUO) 0.0 $370k 25k 14.81
Ishares Tr S&p 100 Etf (OEF) 0.0 $369k 2.1k 179.74
Lions Gate Entmnt Corp Cl B Non Vtg (LGF.B) 0.0 $363k 28k 12.91
T. Rowe Price (TROW) 0.0 $359k 2.1k 171.85
AutoZone (AZO) 0.0 $355k 253.00 1403.16
Richmond Mut Bancorporatin I (RMBI) 0.0 $348k 26k 13.58
Texas Instruments Incorporated (TXN) 0.0 $346k 1.8k 189.17
Ishares Tr Msci Intl Qualty (IQLT) 0.0 $344k 9.4k 36.51
Atlantic Union B (AUB) 0.0 $343k 9.0k 38.32
Ishares Tr U.s. Real Es Etf (IYR) 0.0 $340k 3.7k 92.07
Coupang Cl A (CPNG) 0.0 $338k 6.8k 49.36
BlackRock 0.0 $337k 447.00 753.91
CSX Corporation (CSX) 0.0 $336k 3.5k 96.66
CVS Caremark Corporation (CVS) 0.0 $331k 4.4k 74.85
United Parcel Service CL B (UPS) 0.0 $330k 2.0k 169.06
Booking Holdings (BKNG) 0.0 $329k 141.00 2333.33
Newmont Mining Corporation (NEM) 0.0 $328k 5.4k 60.25
Spdr Ser Tr S&p Oilgas Exp (XOP) 0.0 $324k 4.0k 81.43
Charles Schwab Corporation (SCHW) 0.0 $322k 4.9k 65.17
Stryker Corporation (SYK) 0.0 $322k 1.3k 243.57
Ishares Tr Grwt Allocat Etf (AOR) 0.0 $319k 5.9k 53.71
Discovery Com Ser C 0.0 $317k 8.6k 36.80
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $317k 1.8k 177.09
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $310k 5.8k 53.29
Unilever Spon Adr New (UL) 0.0 $310k 5.6k 55.82
Cummins (CMI) 0.0 $283k 1.1k 259.87
Vaneck Vectors Etf Tr Semiconductor Et (SMH) 0.0 $281k 1.2k 244.14
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $279k 3.4k 82.47
J P Morgan Exchange-traded F Betbuld Europe 0.0 $275k 10k 27.34
Twitter 0.0 $272k 4.3k 63.89
Ameriprise Financial (AMP) 0.0 $272k 1.2k 232.28
Capital One Financial (COF) 0.0 $270k 2.1k 126.88
World Gold Tr Spdr Gld Minis 0.0 $269k 16k 17.00
FedEx Corporation (FDX) 0.0 $268k 942.00 284.50
J P Morgan Exchange-traded F Betabuldrs Cda 0.0 $267k 9.0k 29.57
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.0 $267k 3.3k 81.68
Charter Communications Inc N Cl A (CHTR) 0.0 $266k 428.00 621.50
Carrier Global Corporation (CARR) 0.0 $265k 6.3k 42.27
American Tower Reit (AMT) 0.0 $262k 1.1k 240.15
Kimberly-Clark Corporation (KMB) 0.0 $261k 1.9k 140.25
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $256k 2.7k 93.16
Us Bancorp Del Com New (USB) 0.0 $256k 4.6k 55.87
Duke Energy Corp Com New (DUK) 0.0 $256k 2.7k 96.02
J P Morgan Exchange-traded F Betbuld Japan 0.0 $252k 8.9k 28.47
Yum! Brands (YUM) 0.0 $249k 2.3k 108.40
Encompass Health Corp (EHC) 0.0 $247k 3.0k 82.33
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $245k 2.4k 100.91
Coastal Finl Corp Wa Com New (CCB) 0.0 $244k 9.3k 26.18
BP Sponsored Adr (BP) 0.0 $242k 10k 24.31
Udr (UDR) 0.0 $241k 5.5k 43.89
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.0 $239k 4.7k 50.66
Colgate-Palmolive Company (CL) 0.0 $239k 3.0k 78.75
Lauder Estee Cos Cl A (EL) 0.0 $238k 824.00 288.83
Stonecastle Finl (BANX) 0.0 $235k 12k 19.81
S&p Global (SPGI) 0.0 $231k 653.00 353.75
Yum China Holdings (YUMC) 0.0 $224k 3.8k 59.20
Camden Ppty Tr Sh Ben Int (CPT) 0.0 $221k 2.0k 110.94
Select Sector Spdr Tr Technology (XLK) 0.0 $219k 1.7k 132.73
Air Products & Chemicals (APD) 0.0 $215k 760.00 282.89
Northrop Grumman Corporation (NOC) 0.0 $213k 660.00 322.73
Otis Worldwide Corp (OTIS) 0.0 $211k 3.1k 68.73
Chemours (CC) 0.0 $211k 7.6k 27.91
Weyerhaeuser Co Mtn Be Com New (WY) 0.0 $209k 5.9k 35.51
Lyft Cl A Com (LYFT) 0.0 $209k 3.3k 63.16
Ark Etf Tr Innovation Etf (ARKK) 0.0 $209k 1.7k 119.57
Target Corporation (TGT) 0.0 $207k 1.1k 196.96
Intuit (INTU) 0.0 $207k 541.00 382.62
Prudential Financial (PRU) 0.0 $207k 2.3k 90.95
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.0 $204k 6.0k 34.05
Expedia Group Com New (EXPE) 0.0 $204k 1.2k 172.30
Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.0 $204k 2.8k 72.62
Liberty Global SHS CL C 0.0 $202k 7.9k 25.59
Spdr Ser Tr S&p Regl Bkg (KRE) 0.0 $202k 3.1k 66.12
MetLife (MET) 0.0 $201k 3.3k 60.76
Regeneron Pharmaceuticals (REGN) 0.0 $201k 427.00 470.73
Lions Gate Entmnt Corp Cl A Vtg (LGF.A) 0.0 $192k 13k 14.93
F-star Therapeutics 0.0 $188k 17k 10.90
Despegar Com Corp Ord Shs (DESP) 0.0 $161k 12k 13.65
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $149k 19k 7.69
Bespoke Cap Acquisition Corp Cl A Rest Vtg 0.0 $100k 10k 10.00
Prospect Capital Corporation (PSEC) 0.0 $91k 12k 7.74
Waitr Hldgs 0.0 $85k 29k 2.93
Flotek Industries 0.0 $78k 46k 1.69
Super League Gaming 0.0 $78k 11k 7.07
B2gold Corp (BTG) 0.0 $65k 15k 4.33
Aditx Therapeutics 0.0 $26k 10k 2.60