Tiemann Investment Advisors

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

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Positions held by Tiemann Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Tiemann Investment Advisors

Tiemann Investment Advisors holds 206 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 7.5 $20M +4% 195k 100.25
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Apple (AAPL) 6.0 $16M 61k 254.63
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Microsoft Corporation (MSFT) 5.4 $14M 27k 517.95
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Ishares Tr Core Total Usd (IUSB) 5.3 $14M +2% 294k 46.71
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Ishares Tr Core Msci Eafe (IEFA) 4.5 $12M 133k 87.31
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NVIDIA Corporation (NVDA) 3.3 $8.6M -2% 46k 186.58
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 3.1 $8.1M -9% 161k 50.73
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Oracle Corporation (ORCL) 3.1 $8.0M 28k 281.24
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Goldman Sachs Etf Tr Ultra Short Bond (GSST) 3.0 $7.8M -10% 154k 50.70
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JPMorgan Chase & Co. (JPM) 2.1 $5.6M 18k 315.43
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.8 $4.8M 9.6k 502.74
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Alphabet Cap Stk Cl A (GOOGL) 1.8 $4.6M 19k 243.10
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Spdr Index Shs Fds Msci Acwi Exus (CWI) 1.5 $3.8M 110k 34.92
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Amazon (AMZN) 1.4 $3.6M 16k 219.57
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Alphabet Cap Stk Cl C (GOOG) 1.1 $2.8M 12k 243.55
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Spdr Gold Tr Gold Shs (GLD) 1.1 $2.8M 7.7k 355.47
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Ishares Tr Core S&p Scp Etf (IJR) 1.0 $2.7M 23k 118.83
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Ishares Tr Sp Smcp600vl Etf (IJS) 1.0 $2.7M 25k 110.59
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.9 $2.5M 19k 129.72
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Costco Wholesale Corporation (COST) 0.9 $2.4M 2.6k 925.63
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Abbvie (ABBV) 0.9 $2.4M 10k 231.54
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salesforce (CRM) 0.9 $2.3M -2% 9.8k 237.00
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Ishares Tr Core S&p Mcp Etf (IJH) 0.9 $2.3M +4% 35k 65.26
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J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) 0.8 $2.2M +3% 37k 59.00
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Broadcom (AVGO) 0.8 $2.1M -4% 6.4k 329.91
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Johnson & Johnson (JNJ) 0.8 $2.1M 11k 185.42
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Ishares Tr S&P SML 600 GWT (IJT) 0.8 $2.0M 14k 141.51
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.7 $1.9M 20k 95.89
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Ishares Tr Rus 1000 Etf (IWB) 0.7 $1.8M 4.8k 365.48
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.7 $1.8M 2.9k 596.03
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Ishares Tr S&p 500 Val Etf (IVE) 0.7 $1.7M +3% 8.3k 206.51
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.6 $1.7M -4% 31k 53.40
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Visa Com Cl A (V) 0.6 $1.6M 4.8k 341.43
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Capital One Financial (COF) 0.6 $1.6M 7.5k 212.58
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Tesla Motors (TSLA) 0.6 $1.6M -4% 3.5k 444.72
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Ishares Tr Msci Eafe Etf (EFA) 0.6 $1.6M +48% 17k 93.37
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Allstate Corporation (ALL) 0.6 $1.6M 7.3k 214.65
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Lowe's Companies (LOW) 0.6 $1.5M 6.1k 251.31
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Ishares Tr Core S&p500 Etf (IVV) 0.6 $1.5M +4% 2.3k 669.30
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $1.4M 12k 120.72
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Eli Lilly & Co. (LLY) 0.5 $1.4M 1.8k 763.00
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Netflix (NFLX) 0.5 $1.4M -3% 1.1k 1198.92
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Ishares Tr Russell 2000 Etf (IWM) 0.5 $1.3M +87% 5.6k 241.96
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Caterpillar (CAT) 0.5 $1.3M -2% 2.8k 477.15
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Abbott Laboratories (ABT) 0.5 $1.3M 9.7k 133.94
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Ishares Msci Jpn Etf New (EWJ) 0.5 $1.3M -2% 16k 80.21
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Cisco Systems (CSCO) 0.5 $1.3M 19k 68.42
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Constellation Energy (CEG) 0.5 $1.3M -2% 3.9k 329.07
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Goldman Sachs (GS) 0.5 $1.3M 1.6k 796.35
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At&t (T) 0.5 $1.3M +178% 44k 28.24
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Ishares Core Msci Emkt (IEMG) 0.5 $1.2M +2% 18k 65.92
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Wal-Mart Stores (WMT) 0.4 $1.2M 11k 103.07
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Raytheon Technologies Corp (RTX) 0.4 $1.1M 6.8k 167.33
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Flexshares Tr Iboxx 3r Targt (TDTT) 0.4 $1.1M 46k 24.33
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Home Depot (HD) 0.4 $1.1M 2.8k 405.24
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Microchip Technology (MCHP) 0.4 $1.1M 17k 64.22
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Essex Property Trust (ESS) 0.4 $1.1M 4.0k 267.71
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Ishares Tr Ishs 5-10yr Invt (IGIB) 0.4 $989k 18k 54.09
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Flexshares Tr Iboxx 5yr Trgt (TDTF) 0.4 $955k 39k 24.27
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $952k -2% 1.4k 666.47
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Ge Aerospace Com New (GE) 0.4 $943k 3.1k 300.82
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Ishares Tr Msci Uk Etf New (EWU) 0.3 $854k -5% 20k 41.97
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Applied Materials (AMAT) 0.3 $806k -4% 3.9k 204.74
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Intuitive Surgical Com New (ISRG) 0.3 $800k -21% 1.8k 447.23
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UnitedHealth (UNH) 0.3 $788k -4% 2.3k 345.42
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Bank of America Corporation (BAC) 0.3 $765k 15k 51.59
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D.R. Horton (DHI) 0.3 $720k 4.2k 169.47
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Cummins (CMI) 0.3 $707k 1.7k 422.55
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Intuit (INTU) 0.3 $688k 1.0k 682.91
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Ishares Tr Tips Bd Etf (TIP) 0.3 $678k 6.1k 111.22
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $664k -60% 8.4k 78.91
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McDonald's Corporation (MCD) 0.2 $652k 2.1k 303.89
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Equity Lifestyle Properties (ELS) 0.2 $651k -4% 11k 60.70
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American Express Company (AXP) 0.2 $642k -5% 1.9k 332.16
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Procter & Gamble Company (PG) 0.2 $640k -3% 4.2k 153.67
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Spdr Series Trust Portfolio Short (SPSB) 0.2 $613k -5% 20k 30.29
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Ge Vernova (GEV) 0.2 $609k +24% 990.00 614.90
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Merck & Co (MRK) 0.2 $608k 7.2k 83.93
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Marriott Intl Cl A (MAR) 0.2 $581k 2.2k 260.50
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General Dynamics Corporation (GD) 0.2 $564k 1.7k 341.00
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Emerson Electric (EMR) 0.2 $562k 4.3k 131.18
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Morgan Stanley Com New (MS) 0.2 $553k 3.5k 158.96
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Verizon Communications (VZ) 0.2 $543k +138% 12k 43.95
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $539k 19k 27.90
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Deere & Company (DE) 0.2 $524k 1.1k 457.26
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J P Morgan Exchange Traded F Internl Res Eqt (JIRE) 0.2 $523k 7.1k 73.54
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Walt Disney Company (DIS) 0.2 $523k 4.6k 114.50
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Kla Corp Com New (KLAC) 0.2 $520k -3% 482.00 1078.60
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Cardinal Health (CAH) 0.2 $507k 3.2k 156.96
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $507k 9.4k 54.18
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McKesson Corporation (MCK) 0.2 $494k 640.00 772.54
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Union Pacific Corporation (UNP) 0.2 $492k 2.1k 236.37
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Sandstorm Gold Com New (SAND) 0.2 $489k 39k 12.52
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Sprott Asset Management Physical Gold An (CEF) 0.2 $488k 13k 36.69
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Duke Energy Corp Com New (DUK) 0.2 $488k 3.9k 123.75
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Colgate-Palmolive Company (CL) 0.2 $486k 6.1k 79.94
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Ishares Msci Netherl Etf (EWN) 0.2 $477k 8.2k 58.01
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $475k 19k 25.71
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Mastercard Incorporated Cl A (MA) 0.2 $474k +5% 834.00 568.81
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International Business Machines (IBM) 0.2 $474k -5% 1.7k 282.16
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Corning Incorporated (GLW) 0.2 $466k 5.7k 82.03
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $465k 4.2k 111.50
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Intel Corporation (INTC) 0.2 $463k 14k 33.55
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Royal Gold (RGLD) 0.2 $457k 2.3k 200.64
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FedEx Corporation (FDX) 0.2 $456k 1.9k 235.88
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Linde SHS (LIN) 0.2 $438k 922.00 475.00
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Honeywell International (HON) 0.2 $437k -7% 2.1k 210.50
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $427k 5.2k 82.96
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Prologis (PLD) 0.2 $423k 3.7k 114.52
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Coca-Cola Company (KO) 0.2 $419k 6.3k 66.32
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Nuscale Pwr Corp Cl A Com (SMR) 0.2 $404k -16% 11k 36.00
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Travelers Companies (TRV) 0.2 $404k 1.4k 279.22
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Ishares Msci France Etf (EWQ) 0.2 $401k 9.1k 43.93
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Synopsys (SNPS) 0.2 $397k -5% 805.00 493.39
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Blackrock (BLK) 0.2 $396k -6% 340.00 1165.87
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Fair Isaac Corporation (FICO) 0.1 $392k 262.00 1496.53
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Keysight Technologies (KEYS) 0.1 $389k +2% 2.2k 174.92
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Comcast Corp Cl A (CMCSA) 0.1 $386k +16% 12k 31.42
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Kimberly-Clark Corporation (KMB) 0.1 $385k +5% 3.1k 124.34
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Realty Income (O) 0.1 $383k -2% 6.3k 60.79
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Bank of New York Mellon Corporation (BK) 0.1 $372k -2% 3.4k 108.96
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Cadence Design Systems (CDNS) 0.1 $369k 1.1k 351.26
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $367k 16k 23.28
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Ishares Msci Germany Etf (EWG) 0.1 $365k 8.8k 41.61
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Texas Instruments Incorporated (TXN) 0.1 $358k 2.0k 183.73
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Ishares Msci Cda Etf (EWC) 0.1 $355k 7.0k 50.55
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Williams-Sonoma (WSM) 0.1 $354k 1.8k 195.45
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Carrier Global Corporation (CARR) 0.1 $349k 5.8k 59.70
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Air Products & Chemicals (APD) 0.1 $341k 1.3k 272.84
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Meta Platforms Cl A (META) 0.1 $334k 455.00 734.38
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Fiserv (FI) 0.1 $333k -2% 2.6k 128.93
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Genuine Parts Company (GPC) 0.1 $327k 2.4k 138.60
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Parker-Hannifin Corporation (PH) 0.1 $326k -6% 430.00 758.15
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $326k 12k 26.34
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Sherwin-Williams Company (SHW) 0.1 $322k 930.00 346.26
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Amgen (AMGN) 0.1 $316k 1.1k 282.20
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Exelon Corporation (EXC) 0.1 $314k -4% 7.0k 45.01
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General Motors Company (GM) 0.1 $308k +3% 5.0k 60.97
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Bwx Technologies (BWXT) 0.1 $307k +2% 1.7k 184.37
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Digital Realty Trust (DLR) 0.1 $307k 1.8k 172.88
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O'reilly Automotive (ORLY) 0.1 $306k 2.8k 107.81
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CSX Corporation (CSX) 0.1 $299k 8.4k 35.51
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Fifth Third Ban (FITB) 0.1 $299k 6.7k 44.55
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Sprott Asset Management Physical Gold Tr (PHYS) 0.1 $296k 10k 29.62
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Ciena Corp Com New 0.1 $294k NEW 2.0k 145.72
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Micron Technology (MU) 0.1 $287k 1.7k 167.32
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Nextera Energy (NEE) 0.1 $286k 3.8k 75.49
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American Electric Power Company (AEP) 0.1 $283k 2.5k 112.50
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $282k 1.0k 279.29
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Advanced Micro Devices (AMD) 0.1 $278k +2% 1.7k 161.79
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Select Sector Spdr Tr Indl (XLI) 0.1 $278k 1.8k 154.23
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Starbucks Corporation (SBUX) 0.1 $275k -7% 3.3k 84.60
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Otis Worldwide Corp (OTIS) 0.1 $274k -4% 3.0k 91.43
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Thermo Fisher Scientific (TMO) 0.1 $273k +8% 563.00 485.02
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Tenet Healthcare Corp Com New 0.1 $265k 1.3k 203.04
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Eastman Chemical Company (EMN) 0.1 $263k 4.2k 63.05
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Alps Etf Tr Alerian Mlp (AMLP) 0.1 $263k 5.6k 46.93
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Adobe Systems Incorporated (ADBE) 0.1 $261k 740.00 352.75
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Tractor Supply Company (TSCO) 0.1 $260k -3% 4.6k 56.87
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Flaherty & Crumrine/Claymore Preferred S (FFC) 0.1 $260k 15k 16.89
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Toll Brothers (TOL) 0.1 $260k 1.9k 138.14
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Norfolk Southern (NSC) 0.1 $259k 862.00 300.41
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Curtiss-Wright (CW) 0.1 $255k 470.00 542.94
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Labcorp Holdings Com Shs (LH) 0.1 $255k -10% 888.00 287.27
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $255k 11k 24.40
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Gilead Sciences (GILD) 0.1 $255k 2.3k 111.00
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Pepsi (PEP) 0.1 $254k +4% 1.8k 140.44
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Jabil Circuit (JBL) 0.1 $247k 1.1k 217.17
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Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $246k 2.8k 87.03
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Spdr Series Trust Bloomberg High Y (JNK) 0.1 $245k 2.5k 97.99
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Southern Company (SO) 0.1 $245k 2.6k 94.77
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Archer Daniels Midland Company (ADM) 0.1 $244k +4% 4.1k 59.74
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Pfizer (PFE) 0.1 $243k -4% 9.6k 25.48
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Booking Holdings (BKNG) 0.1 $243k 45.00 5399.27
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Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $243k NEW 3.2k 76.40
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Hp (HPQ) 0.1 $240k 8.8k 27.23
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Te Connectivity Ord Shs (TEL) 0.1 $239k NEW 1.1k 219.53
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Qualcomm (QCOM) 0.1 $233k -8% 1.4k 166.39
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American Tower Reit (AMT) 0.1 $232k -40% 1.2k 192.32
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Agnico (AEM) 0.1 $229k NEW 1.4k 168.56
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Lennar Corp Cl A (LEN) 0.1 $227k -2% 1.8k 126.04
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Ecolab (ECL) 0.1 $226k -4% 825.00 273.86
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $226k 2.5k 89.37
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Ameriprise Financial (AMP) 0.1 $224k 456.00 491.25
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Brown & Brown (BRO) 0.1 $223k 2.4k 93.79
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Rockwell Automation (ROK) 0.1 $222k 633.00 349.90
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Ishares Msci Switzerland (EWL) 0.1 $220k 4.0k 55.24
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Ishares Msci Sweden Etf (EWD) 0.1 $220k 4.7k 47.20
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Johnson Ctls Intl SHS (JCI) 0.1 $218k 2.0k 109.95
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NVR (NVR) 0.1 $217k NEW 27.00 8034.67
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Ishares Msci Aust Etf (EWA) 0.1 $217k 8.0k 27.00
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CVS Caremark Corporation (CVS) 0.1 $215k NEW 2.8k 75.42
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Kellogg Company (K) 0.1 $211k 2.6k 82.02
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Illinois Tool Works (ITW) 0.1 $210k 807.00 260.76
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MetLife (MET) 0.1 $210k -12% 2.5k 82.37
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Spdr Series Trust S&p 600 Smcp Val (SLYV) 0.1 $209k 2.4k 88.66
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RBB Motley Fool Sml (TMFS) 0.1 $208k -3% 6.0k 34.50
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Polaris Industries (PII) 0.1 $206k NEW 3.6k 58.13
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Chubb (CB) 0.1 $205k 726.00 282.25
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Raymond James Financial (RJF) 0.1 $204k NEW 1.2k 172.60
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Zoetis Cl A (ZTS) 0.1 $204k -9% 1.4k 146.32
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Eaton Corp SHS (ETN) 0.1 $203k NEW 543.00 374.25
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $203k -28% 331.00 612.38
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AutoNation (AN) 0.1 $202k NEW 925.00 218.77
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NetApp (NTAP) 0.1 $202k NEW 1.7k 118.46
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Novo-nordisk A S Adr (NVO) 0.1 $194k 3.5k 55.49
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Past Filings by Tiemann Investment Advisors

SEC 13F filings are viewable for Tiemann Investment Advisors going back to 2013

View all past filings