Tiedemann Wealth Management

Tiedemann Advisors as of Dec. 31, 2021

Portfolio Holdings for Tiedemann Advisors

Tiedemann Advisors holds 278 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p400 (SPMD) 16.3 $333M 6.7M 49.74
Ishares Tr Core S&p Mcp Etf (IJH) 13.0 $267M 944k 283.08
Ishares Tr Core S&p Ttl Stk (ITOT) 8.6 $176M 1.6M 106.98
Vanguard Index Fds Total Stk Mkt (VTI) 5.5 $112M 464k 241.45
First Tr Exchange-traded No Amer Energy (EMLP) 4.4 $91M 3.6M 24.96
Ishares Tr Modert Alloc Etf (AOM) 3.4 $69M 1.5M 45.48
Ishares Gold Tr Ishares New (IAU) 3.3 $68M 2.0M 34.81
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 2.9 $59M 1.2M 51.06
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.9 $59M 123k 476.60
Prologis (PLD) 1.9 $40M 237k 168.36
Confluent Class A Com (CFLT) 1.6 $33M 426k 76.24
Alphabet Cap Stk Cl A (GOOGL) 1.5 $30M 10k 2897.36
Apple (AAPL) 1.4 $29M 166k 177.56
Uber Technologies (UBER) 1.4 $29M 683k 41.93
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 1.2 $25M 516k 49.18
Vanguard Index Fds Real Estate Etf (VNQ) 1.1 $23M 200k 115.99
Ishares Tr Core S&p500 Etf (IVV) 1.0 $21M 45k 476.95
Exxon Mobil Corporation (XOM) 1.0 $20M 321k 61.19
Alphabet Cap Stk Cl C (GOOG) 0.8 $17M 5.8k 2893.50
Ishares Tr Russell 3000 Etf (IWV) 0.8 $16M 58k 277.53
Ishares Tr Msci Eafe Etf (EFA) 0.8 $16M 202k 78.68
Qualcomm (QCOM) 0.8 $16M 86k 182.89
Ishares Tr S&p Mc 400gr Etf (IJK) 0.7 $15M 179k 85.25
Broadstone Net Lease (BNL) 0.7 $14M 561k 24.82
Verizon Communications (VZ) 0.7 $14M 267k 51.96
Vanguard Index Fds Large Cap Etf (VV) 0.6 $13M 57k 221.01
Microsoft Corporation (MSFT) 0.6 $12M 37k 336.31
Spdr Ser Tr S&p Divid Etf (SDY) 0.5 $10M 81k 129.13
Oracle Corporation (ORCL) 0.5 $10M 114k 87.20
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $9.6M 32k 305.61
Amazon (AMZN) 0.5 $9.4M 2.8k 3335.35
Ishares Tr Msci Lw Crb Tg (CRBN) 0.5 $9.2M 53k 173.96
Goldman Sachs (GS) 0.4 $8.8M 23k 382.50
Ishares Tr Rus 1000 Etf (IWB) 0.4 $8.6M 33k 264.37
Asana Cl A (ASAN) 0.4 $8.5M 114k 74.55
Ishares Tr Russell 2000 Etf (IWM) 0.4 $8.3M 37k 222.40
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $7.5M 46k 162.44
Heritage Commerce (HTBK) 0.4 $7.4M 619k 11.94
Snowflake Cl A (SNOW) 0.3 $7.0M 21k 338.75
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.3 $6.9M 131k 52.84
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $6.9M 113k 60.84
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $6.7M 135k 49.47
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.3 $6.5M 111k 58.62
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $6.4M 59k 107.94
Liberty Broadband Corp Com Ser C (LBRDK) 0.3 $6.4M 40k 161.10
Tesla Motors (TSLA) 0.3 $5.4M 5.1k 1056.85
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $5.3M 64k 83.69
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $5.0M 47k 107.43
Liberty Media Corp Del Com C Siriusxm 0.2 $5.0M 98k 50.84
Ishares Tr Msci Acwi Etf (ACWI) 0.2 $4.6M 44k 105.79
Magellan Midstream Prtnrs Com Unit Rp Lp 0.2 $4.6M 98k 46.44
Cme (CME) 0.2 $4.5M 20k 231.71
Enterprise Products Partners (EPD) 0.2 $4.5M 207k 21.96
Stem 0.2 $4.5M 239k 18.97
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $4.5M 10.00 450700.00
Select Sector Spdr Tr Energy (XLE) 0.2 $4.5M 170k 26.26
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $4.4M 27k 167.98
Tc Energy Corp (TRP) 0.2 $4.2M 91k 46.58
Cisco Systems (CSCO) 0.2 $4.1M 65k 63.37
JPMorgan Chase & Co. (JPM) 0.2 $4.1M 26k 158.31
Meta Platforms Cl A (META) 0.2 $3.9M 12k 336.19
Starbucks Corporation (SBUX) 0.2 $3.8M 32k 116.92
Vanguard Index Fds Growth Etf (VUG) 0.2 $3.7M 12k 320.90
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $3.7M 46k 79.48
Visa Com Cl A (V) 0.2 $3.5M 16k 216.70
Nextera Energy Partners Com Unit Part In (XIFR) 0.2 $3.5M 41k 84.39
Nxp Semiconductors N V (NXPI) 0.2 $3.5M 15k 228.42
Ishares Tr National Mun Etf (MUB) 0.2 $3.5M 30k 116.25
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $3.5M 12k 299.21
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $3.5M 7.9k 436.58
Spdr Gold Tr Gold Shs (GLD) 0.2 $3.4M 20k 171.03
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $3.1M 49k 63.58
Penumbra (PEN) 0.1 $3.0M 11k 287.26
Federal Rlty Invt Tr Sh Ben Int New 0.1 $3.0M 22k 137.37
Vanguard Index Fds Small Cp Etf (VB) 0.1 $3.0M 13k 226.00
NVIDIA Corporation (NVDA) 0.1 $2.8M 9.5k 294.06
Wal-Mart Stores (WMT) 0.1 $2.8M 19k 145.32
Liberty Media Corp Del Com A Siriusxm 0.1 $2.5M 50k 50.86
Shockwave Med 0.1 $2.5M 14k 178.31
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $2.5M 5.4k 458.32
Comcast Corp Cl A (CMCSA) 0.1 $2.4M 47k 50.32
Mastercard Incorporated Cl A (MA) 0.1 $2.3M 6.3k 359.43
Rockwell Automation (ROK) 0.1 $2.2M 6.4k 348.96
Intercontinental Exchange (ICE) 0.1 $2.2M 16k 136.78
Pepsi (PEP) 0.1 $2.1M 12k 174.60
Automatic Data Processing (ADP) 0.1 $2.1M 8.5k 247.64
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $2.1M 13k 162.77
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $2.1M 25k 83.01
Dupont De Nemours (DD) 0.1 $2.0M 25k 80.76
Abbvie (ABBV) 0.1 $2.0M 15k 135.43
Public Service Enterprise (PEG) 0.1 $2.0M 30k 66.74
Adobe Systems Incorporated (ADBE) 0.1 $2.0M 3.5k 567.22
Flexshares Tr Mornstar Upstr (GUNR) 0.1 $1.9M 49k 39.50
Vanguard Index Fds Value Etf (VTV) 0.1 $1.9M 13k 147.13
Avalara 0.1 $1.8M 14k 129.14
Canadian Pacific Railway 0.1 $1.8M 25k 72.12
Oneok (OKE) 0.1 $1.7M 29k 58.74
UnitedHealth (UNH) 0.1 $1.7M 3.4k 501.79
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $1.7M 15k 112.09
salesforce (CRM) 0.1 $1.7M 6.5k 254.18
At&t (T) 0.1 $1.7M 67k 24.57
Wynn Resorts (WYNN) 0.1 $1.6M 19k 85.06
Lowe's Companies (LOW) 0.1 $1.6M 6.1k 258.60
First Tr Mlp & Energy Income 0.1 $1.6M 215k 7.25
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.1 $1.5M 33k 45.63
Walt Disney Company (DIS) 0.1 $1.5M 9.7k 154.79
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.1 $1.5M 160k 9.35
Dow (DOW) 0.1 $1.5M 26k 56.73
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $1.5M 13k 114.42
Nextera Energy (NEE) 0.1 $1.5M 16k 93.38
Abbott Laboratories (ABT) 0.1 $1.5M 10k 140.89
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $1.5M 13k 115.18
Ali (ALCO) 0.1 $1.4M 39k 37.54
Roblox Corp Cl A (RBLX) 0.1 $1.4M 14k 103.13
Ishares Msci Switzerland (EWL) 0.1 $1.4M 26k 52.73
1life Healthcare 0.1 $1.4M 78k 17.56
Coinbase Global Com Cl A (COIN) 0.1 $1.4M 5.4k 252.60
Enbridge (ENB) 0.1 $1.4M 35k 39.10
Affirm Hldgs Com Cl A (AFRM) 0.1 $1.4M 14k 100.56
Citizens Financial (CFG) 0.1 $1.3M 28k 47.25
Johnson & Johnson (JNJ) 0.1 $1.3M 7.5k 171.07
Ishares Esg Awr Msci Em (ESGE) 0.1 $1.3M 32k 39.72
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $1.3M 2.4k 519.31
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $1.3M 11k 113.75
Stitch Fix Com Cl A (SFIX) 0.1 $1.3M 67k 18.92
SEI Investments Company (SEIC) 0.1 $1.2M 20k 61.33
Gcp Applied Technologies 0.1 $1.2M 39k 31.66
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $1.2M 3.9k 308.65
McDonald's Corporation (MCD) 0.1 $1.2M 4.5k 268.15
Amplify Etf Tr Blackswan Grwt (SWAN) 0.1 $1.2M 35k 34.53
Corteva (CTVA) 0.1 $1.2M 25k 47.30
Williams Companies (WMB) 0.1 $1.2M 45k 26.03
Pfizer (PFE) 0.1 $1.2M 20k 59.05
I3 Verticals Com Cl A (IIIV) 0.1 $1.2M 51k 22.79
ConocoPhillips (COP) 0.1 $1.1M 16k 72.32
Westlake Chem Partners Com Unit Rp Lp (WLKP) 0.1 $1.1M 40k 26.87
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.1 $1.1M 6.2k 171.72
Diageo Spon Adr New (DEO) 0.1 $1.1M 4.8k 220.27
Union Pacific Corporation (UNP) 0.1 $1.1M 4.2k 251.79
Sempra Energy (SRE) 0.1 $1.0M 7.8k 133.33
Janus Henderson Group Ord Shs (JHG) 0.1 $1.0M 25k 41.94
Cheniere Energy Partners Com Unit (CQP) 0.1 $1.0M 24k 42.25
Chevron Corporation (CVX) 0.0 $1.0M 8.6k 117.50
Ishares Tr Msci Intl Qualty (IQLT) 0.0 $984k 25k 39.35
International Game Technolog Shs Usd (BRSL) 0.0 $947k 33k 28.93
Ishares Tr Expnd Tec Sc Etf (IGM) 0.0 $946k 2.2k 439.39
Gabelli Equity Trust (GAB) 0.0 $942k 131k 7.19
Holly Energy Partners Com Ut Ltd Ptn 0.0 $922k 56k 16.49
Ishares Tr New Zealand Etf (ENZL) 0.0 $906k 15k 58.89
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $898k 6.2k 145.57
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $898k 12k 77.16
Philip Morris International (PM) 0.0 $890k 9.2k 96.41
Spdr Ser Tr S&p Biotech (XBI) 0.0 $882k 7.9k 112.01
Marriott Intl Cl A (MAR) 0.0 $882k 5.3k 165.32
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $850k 9.7k 87.89
Ishares Msci World Etf (URTH) 0.0 $831k 6.1k 135.45
Raytheon Technologies Corp (RTX) 0.0 $792k 9.2k 86.12
Coca-Cola Company (KO) 0.0 $787k 13k 59.32
Willis Towers Watson SHS (WTW) 0.0 $771k 3.2k 238.40
Jd.com Spon Adr Cl A (JD) 0.0 $768k 11k 70.09
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) 0.0 $751k 16k 47.38
3M Company (MMM) 0.0 $735k 4.1k 177.32
Nike CL B (NKE) 0.0 $711k 4.3k 166.78
Vanguard World Fds Comm Srvc Etf (VOX) 0.0 $692k 5.1k 135.47
Ralph Lauren Corp Cl A (RL) 0.0 $689k 5.8k 119.56
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $673k 3.9k 171.99
Invesco Exchange Traded Fd T Dynmc Lrg Valu (PWV) 0.0 $656k 13k 48.78
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $654k 5.3k 122.43
Honeywell International (HON) 0.0 $645k 3.1k 208.54
Edwards Lifesciences (EW) 0.0 $635k 4.9k 129.62
Zendesk 0.0 $631k 6.1k 104.26
Caterpillar (CAT) 0.0 $631k 3.0k 207.09
Phillips 66 (PSX) 0.0 $628k 8.7k 72.44
Ishares Msci Taiwan Etf (EWT) 0.0 $620k 9.3k 66.60
Cigna Corp (CI) 0.0 $611k 2.7k 229.79
Cogent Communications Hldgs Com New (CCOI) 0.0 $607k 8.3k 73.15
Wec Energy Group (WEC) 0.0 $598k 6.2k 97.08
Ishares Tr Eafe Value Etf (EFV) 0.0 $584k 12k 50.42
Phillips 66 Partners Com Unit Rep Int 0.0 $577k 16k 36.10
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.0 $571k 10k 55.58
Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $569k 9.2k 61.97
Novo-nordisk A S Adr (NVO) 0.0 $560k 5.0k 112.00
Global X Fds Msci Norway Etf (NORW) 0.0 $556k 18k 30.50
Ishares Tr Cohen Steer Reit (ICF) 0.0 $548k 7.2k 76.24
Ishares Tr U.s. Tech Etf (IYW) 0.0 $537k 4.7k 114.74
DTE Energy Company (DTE) 0.0 $528k 4.4k 120.27
AtriCure (ATRC) 0.0 $505k 7.3k 69.53
AutoZone (AZO) 0.0 $498k 237.00 2101.27
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $493k 4.1k 119.00
Laboratory Corp Amer Hldgs Com New 0.0 $489k 1.6k 314.47
Danaher Corporation (DHR) 0.0 $488k 1.5k 329.28
Block Cl A (XYZ) 0.0 $475k 2.9k 161.51
Ishares Tr Core Msci Total (IXUS) 0.0 $466k 6.6k 70.91
Paypal Holdings (PYPL) 0.0 $458k 2.4k 188.87
Tempur-Pedic International (SGI) 0.0 $456k 9.7k 47.05
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $456k 1.3k 363.93
Ishares Tr S&p 100 Etf (OEF) 0.0 $454k 2.1k 219.22
Kinder Morgan (KMI) 0.0 $453k 29k 15.85
Ishares Tr Core Msci Pac (IPAC) 0.0 $440k 6.9k 63.86
AFLAC Incorporated (AFL) 0.0 $438k 7.5k 58.40
Citigroup Com New (C) 0.0 $438k 7.2k 60.48
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $438k 7.9k 55.21
Lions Gate Entmnt Corp Cl B Non Vtg 0.0 $433k 28k 15.40
Thermo Fisher Scientific (TMO) 0.0 $430k 644.00 667.70
Charter Communications Inc N Cl A (CHTR) 0.0 $427k 654.00 652.91
Procter & Gamble Company (PG) 0.0 $427k 2.6k 163.04
Ishares Tr Msci Kld400 Soc (DSI) 0.0 $419k 4.5k 92.95
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $417k 3.5k 120.62
Mondelez Intl Cl A (MDLZ) 0.0 $415k 6.2k 66.57
Richmond Mut Bancorporatin I (RMBI) 0.0 $412k 26k 16.07
Shell Midstream Partners Unit Ltd Int 0.0 $412k 36k 11.53
Spdr Ser Tr S&p Bk Etf (KBE) 0.0 $410k 7.5k 54.62
Merck & Co (MRK) 0.0 $398k 5.1k 77.49
Beyond Meat (BYND) 0.0 $397k 6.1k 65.16
T. Rowe Price (TROW) 0.0 $393k 2.0k 196.50
Dimensional Etf Trust Us Equity Etf (DFUS) 0.0 $389k 7.5k 51.74
Coupang Cl A (CPNG) 0.0 $389k 13k 29.43
Charles Schwab Corporation (SCHW) 0.0 $386k 4.6k 84.00
Kraneshares Tr Quadrtc Int Rt (IVOL) 0.0 $383k 14k 26.85
Spdr Ser Tr S&p Oilgas Exp (XOP) 0.0 $381k 4.0k 95.75
Globe Life (GL) 0.0 $380k 4.1k 93.83
Home Depot (HD) 0.0 $377k 908.00 415.20
Allstate Corporation (ALL) 0.0 $369k 3.1k 118.27
General Electric Com New (GE) 0.0 $356k 3.8k 94.18
Lilium N V Class A Ord Shs (LILMF) 0.0 $347k 50k 6.94
Camden Ppty Tr Sh Ben Int (CPT) 0.0 $344k 1.9k 179.73
Altria (MO) 0.0 $337k 7.0k 48.37
Atlantic Union B (AUB) 0.0 $334k 9.0k 37.31
Udr (UDR) 0.0 $324k 5.4k 59.97
Wells Fargo & Company (WFC) 0.0 $318k 6.6k 48.23
Yum! Brands (YUM) 0.0 $316k 2.3k 138.47
Newmont Mining Corporation (NEM) 0.0 $314k 5.1k 61.99
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $314k 1.7k 183.09
Carrier Global Corporation (CARR) 0.0 $311k 5.7k 54.41
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $302k 1.0k 293.49
Ishares Tr Grwt Allocat Etf (AOR) 0.0 $301k 5.3k 57.07
Expedia Group Com New (EXPE) 0.0 $295k 1.6k 181.09
FactSet Research Systems (FDS) 0.0 $292k 600.00 486.67
Colgate-Palmolive Company (CL) 0.0 $288k 3.4k 85.18
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $286k 1.1k 255.36
Intuit (INTU) 0.0 $283k 440.00 643.18
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $283k 5.8k 49.15
BlackRock 0.0 $279k 305.00 914.75
Select Sector Spdr Tr Financial (XLF) 0.0 $272k 7.0k 38.92
Intel Corporation (INTC) 0.0 $272k 5.3k 51.63
Coastal Finl Corp Wa Com New (CCB) 0.0 $267k 5.3k 50.66
Stonecastle Finl (BANX) 0.0 $266k 12k 22.42
Netflix (NFLX) 0.0 $266k 442.00 601.81
Duke Energy Corp Com New (DUK) 0.0 $261k 2.5k 104.82
Louisiana-Pacific Corporation (LPX) 0.0 $260k 3.3k 78.41
Lauder Estee Cos Cl A (EL) 0.0 $255k 687.00 371.18
United Parcel Service CL B (UPS) 0.0 $253k 1.2k 214.04
Prudential Financial (PRU) 0.0 $251k 2.3k 108.00
Otis Worldwide Corp (OTIS) 0.0 $248k 2.9k 86.80
Regeneron Pharmaceuticals (REGN) 0.0 $240k 380.00 631.58
Gxo Logistics Incorporated Common Stock (GXO) 0.0 $239k 2.6k 90.87
Ishares Tr Us Aer Def Etf (ITA) 0.0 $233k 2.3k 102.51
Bristol Myers Squibb (BMY) 0.0 $230k 3.7k 61.96
Stryker Corporation (SYK) 0.0 $228k 847.00 269.19
Cummins (CMI) 0.0 $224k 1.0k 217.90
FedEx Corporation (FDX) 0.0 $223k 862.00 258.70
Liberty Global SHS CL C 0.0 $222k 7.9k 28.12
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $221k 7.1k 31.25
Twitter 0.0 $220k 5.1k 43.15
BP Sponsored Adr (BP) 0.0 $218k 8.2k 26.59
Amgen (AMGN) 0.0 $216k 965.00 223.83
Lions Gate Entmnt Corp Cl A Vtg (LGF.A) 0.0 $214k 13k 16.64
J P Morgan Exchange-traded F Betabuilders Eur (BBEU) 0.0 $210k 3.5k 59.71
Eaton Corp SHS (ETN) 0.0 $207k 1.2k 172.50
Wheels Up Experience Com Cl A 0.0 $195k 42k 4.63
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $143k 17k 8.26
Contextlogic Com Cl A 0.0 $121k 39k 3.11
Vintage Wine Estates (VWESQ) 0.0 $118k 10k 11.80
Despegar Com Corp Ord Shs 0.0 $115k 12k 9.75
Flotek Industries 0.0 $113k 100k 1.13
B2gold Corp (BTG) 0.0 $59k 15k 3.93
Waitr Hldgs 0.0 $21k 29k 0.72
Aditx Therapeutics 0.0 $5.0k 10k 0.50