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 197 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 6.7 $16M 153k 101.27
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Apple (AAPL) 6.5 $15M 64k 233.00
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Microsoft Corporation (MSFT) 5.4 $13M 29k 430.30
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Ishares Tr Core Total Usd (IUSB) 5.3 $12M -3% 263k 47.12
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Ishares Tr Core Msci Eafe (IEFA) 4.4 $10M -4% 130k 78.05
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NVIDIA Corporation (NVDA) 3.1 $7.3M -7% 60k 121.44
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 2.8 $6.6M 129k 50.74
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Goldman Sachs Etf Tr Aces Ultra Shr (GSST) 2.4 $5.5M +5% 109k 50.64
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Oracle Corporation (ORCL) 2.1 $4.9M 29k 170.40
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.1 $4.8M -2% 10k 460.26
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Spdr Index Shs Fds Msci Acwi Exus (CWI) 1.7 $3.9M 129k 30.44
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JPMorgan Chase & Co. (JPM) 1.7 $3.9M -4% 18k 210.86
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Alphabet Cap Stk Cl A (GOOGL) 1.5 $3.6M -3% 22k 165.85
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Amazon (AMZN) 1.4 $3.3M 18k 186.33
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Ishares Tr Core S&p Scp Etf (IJR) 1.2 $2.7M 23k 116.96
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salesforce (CRM) 1.1 $2.7M 9.7k 273.71
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Costco Wholesale Corporation (COST) 1.1 $2.6M -5% 3.0k 886.52
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Ishares Tr Sp Smcp600vl Etf (IJS) 1.1 $2.6M +2% 24k 107.66
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Ishares Tr S&p Mc 400vl Etf (IJJ) 1.1 $2.5M -2% 20k 123.62
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Alphabet Cap Stk Cl C (GOOG) 1.0 $2.2M 13k 167.19
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Abbvie (ABBV) 0.9 $2.2M 11k 197.48
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Lowe's Companies (LOW) 0.9 $2.1M 7.9k 270.85
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Ishares Tr Core S&p Mcp Etf (IJH) 0.9 $2.1M +2% 34k 62.32
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Ishares Tr S&P SML 600 GWT (IJT) 0.8 $2.0M 14k 139.49
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J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) 0.8 $1.9M -2% 34k 56.63
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Spdr Gold Tr Gold Shs (GLD) 0.8 $1.9M -10% 7.9k 243.06
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.8 $1.9M 3.3k 569.66
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Johnson & Johnson (JNJ) 0.8 $1.9M 12k 162.06
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.8 $1.8M 40k 45.86
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.8 $1.8M -3% 20k 91.93
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UnitedHealth (UNH) 0.7 $1.7M -2% 2.9k 584.61
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Allstate Corporation (ALL) 0.7 $1.7M 8.9k 189.65
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Eli Lilly & Co. (LLY) 0.7 $1.7M -5% 1.9k 885.94
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Ishares Tr S&p 500 Val Etf (IVE) 0.7 $1.6M 7.9k 197.17
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Ishares Tr Rus 1000 Etf (IWB) 0.7 $1.5M 4.8k 314.39
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Ishares Tr Ishs 5-10yr Invt (IGIB) 0.6 $1.5M 27k 53.72
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Microchip Technology (MCHP) 0.6 $1.4M -2% 18k 80.29
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Visa Com Cl A (V) 0.6 $1.4M -3% 5.1k 274.93
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.6 $1.4M -2% 14k 95.75
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Caterpillar (CAT) 0.6 $1.3M -3% 3.3k 391.12
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Broadcom (AVGO) 0.5 $1.2M +1054% 7.2k 172.50
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Ishares Msci Jpn Etf New (EWJ) 0.5 $1.2M 17k 71.54
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Essex Property Trust (ESS) 0.5 $1.2M 4.1k 295.40
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Ishares Tr Core S&p500 Etf (IVV) 0.5 $1.2M +12% 2.1k 576.82
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Home Depot (HD) 0.5 $1.2M -3% 2.9k 405.25
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Abbott Laboratories (ABT) 0.5 $1.1M 10k 114.01
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Applied Materials (AMAT) 0.5 $1.1M -2% 5.4k 202.05
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Intuitive Surgical Com New (ISRG) 0.5 $1.1M -6% 2.2k 491.27
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Constellation Energy (CEG) 0.5 $1.1M -5% 4.1k 260.02
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Tesla Motors (TSLA) 0.4 $984k -7% 3.8k 261.63
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Merck & Co (MRK) 0.4 $967k -5% 8.5k 113.56
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Wal-Mart Stores (WMT) 0.4 $965k -2% 12k 80.75
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Ishares Tr Msci Eafe Etf (EFA) 0.4 $952k -2% 11k 83.63
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Cisco Systems (CSCO) 0.4 $951k 18k 53.22
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D.R. Horton (DHI) 0.4 $948k 5.0k 190.77
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Discover Financial Services (DFS) 0.4 $933k 6.7k 140.29
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Raytheon Technologies Corp (RTX) 0.4 $933k -2% 7.7k 121.16
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Netflix (NFLX) 0.4 $850k 1.2k 709.27
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Ishares Core Msci Emkt (IEMG) 0.4 $843k -9% 15k 57.41
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $835k 1.5k 573.93
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Equity Lifestyle Properties (ELS) 0.4 $827k +2% 12k 71.34
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Goldman Sachs (GS) 0.3 $798k -3% 1.6k 495.11
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Flexshares Tr Iboxx 3r Targt (TDTT) 0.3 $734k -28% 31k 24.05
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Ishares Tr Msci Uk Etf New (EWU) 0.3 $723k 19k 37.41
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Ishares Tr Tips Bd Etf (TIP) 0.3 $691k -2% 6.3k 110.47
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Ishares Tr Russell 2000 Etf (IWM) 0.3 $686k -4% 3.1k 220.92
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Procter & Gamble Company (PG) 0.3 $686k -7% 4.0k 173.21
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $682k -6% 8.7k 78.69
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American Express Company (AXP) 0.3 $665k -7% 2.5k 271.20
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Flexshares Tr Iboxx 5yr Trgt (TDTF) 0.3 $647k -10% 27k 24.10
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Marriott Intl Cl A (MAR) 0.3 $644k 2.6k 248.62
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Colgate-Palmolive Company (CL) 0.3 $629k 6.1k 103.81
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McDonald's Corporation (MCD) 0.3 $626k -3% 2.1k 304.51
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Ge Aerospace Com New (GE) 0.3 $599k 3.2k 188.58
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Intuit (INTU) 0.3 $597k -2% 961.00 621.00
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Fiserv (FI) 0.3 $589k -10% 3.3k 179.65
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Realty Income (O) 0.3 $587k -3% 9.3k 63.42
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Bank of America Corporation (BAC) 0.2 $574k 15k 39.68
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Union Pacific Corporation (UNP) 0.2 $572k -5% 2.3k 246.48
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Cummins (CMI) 0.2 $565k -5% 1.7k 323.79
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FedEx Corporation (FDX) 0.2 $542k -9% 2.0k 273.63
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Emerson Electric (EMR) 0.2 $541k 4.9k 109.37
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $540k -4% 4.8k 112.98
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Fair Isaac Corporation (FICO) 0.2 $535k -8% 275.00 1943.52
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Walt Disney Company (DIS) 0.2 $532k 5.5k 96.19
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Duke Energy Corp Com New (DUK) 0.2 $504k -3% 4.4k 115.30
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $504k 9.8k 51.50
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Comcast Corp Cl A (CMCSA) 0.2 $499k -2% 12k 41.77
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Synopsys (SNPS) 0.2 $499k 985.00 506.39
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Spdr Ser Tr Portfolio Short (SPSB) 0.2 $498k -5% 17k 30.28
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Deere & Company (DE) 0.2 $497k -12% 1.2k 417.33
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Carrier Global Corporation (CARR) 0.2 $491k -3% 6.1k 80.49
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Prologis (PLD) 0.2 $489k -2% 3.9k 126.28
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General Dynamics Corporation (GD) 0.2 $488k -23% 1.6k 302.20
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Eastman Chemical Company (EMN) 0.2 $478k 4.3k 111.95
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American Tower Reit (AMT) 0.2 $474k 2.0k 232.51
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $474k 9.9k 47.85
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Honeywell International (HON) 0.2 $458k -2% 2.2k 206.71
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Air Products & Chemicals (APD) 0.2 $456k 1.5k 297.83
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Kla Corp Com New (KLAC) 0.2 $455k 587.00 774.41
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Coca-Cola Company (KO) 0.2 $450k 6.3k 71.86
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Novo-nordisk A S Adr (NVO) 0.2 $447k -7% 3.8k 119.07
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Archer Daniels Midland Company (ADM) 0.2 $438k 7.3k 59.74
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Linde SHS (LIN) 0.2 $435k -2% 912.00 476.86
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Morgan Stanley Com New (MS) 0.2 $419k -7% 4.0k 104.24
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Ishares Msci Netherl Etf (EWN) 0.2 $418k 8.2k 50.86
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Advanced Micro Devices (AMD) 0.2 $416k 2.5k 164.08
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Adobe Systems Incorporated (ADBE) 0.2 $414k +4% 800.00 517.78
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $414k 6.2k 66.52
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Mastercard Incorporated Cl A (MA) 0.2 $408k 827.00 493.80
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Kimberly-Clark Corporation (KMB) 0.2 $406k 2.9k 142.28
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Lennar Corp Cl A (LEN) 0.2 $395k -7% 2.1k 187.48
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Constellation Brands Cl A (STZ) 0.2 $394k -8% 1.5k 257.69
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Intel Corporation (INTC) 0.2 $390k -5% 17k 23.46
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International Business Machines (IBM) 0.2 $385k -5% 1.7k 221.08
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Texas Instruments Incorporated (TXN) 0.2 $379k -4% 1.8k 206.57
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Pepsi (PEP) 0.2 $375k -6% 2.2k 170.05
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Parker-Hannifin Corporation (PH) 0.2 $373k -7% 590.00 631.82
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Sherwin-Williams Company (SHW) 0.2 $369k -7% 967.00 381.67
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Keysight Technologies (KEYS) 0.2 $369k -6% 2.3k 158.93
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Ishares Msci France Etf (EWQ) 0.2 $369k 9.1k 40.40
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Thermo Fisher Scientific (TMO) 0.2 $363k 587.00 618.57
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BlackRock (BLK) 0.2 $359k -7% 378.00 949.51
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Amgen (AMGN) 0.2 $357k 1.1k 322.21
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Edison International (EIX) 0.2 $356k 4.1k 87.09
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At&t (T) 0.2 $353k -2% 16k 22.00
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Polaris Industries (PII) 0.2 $350k +2% 4.2k 83.24
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Cardinal Health (CAH) 0.2 $349k 3.2k 110.52
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Nextera Energy (NEE) 0.1 $343k -3% 4.1k 84.53
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Travelers Companies (TRV) 0.1 $342k 1.5k 234.12
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Genuine Parts Company (GPC) 0.1 $340k 2.4k 139.68
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Hp (HPQ) 0.1 $336k +2% 9.4k 35.87
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CSX Corporation (CSX) 0.1 $334k -2% 9.7k 34.53
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Otis Worldwide Corp (OTIS) 0.1 $328k -3% 3.2k 103.94
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Starbucks Corporation (SBUX) 0.1 $328k -9% 3.4k 97.49
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SPROTT PHYSICAL GOLD amp; SILV Tr Unit (CEF) 0.1 $326k NEW 13k 24.49
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Pfizer (PFE) 0.1 $324k -5% 11k 28.94
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $324k 7.9k 41.12
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Zoetis Cl A (ZTS) 0.1 $313k -8% 1.6k 195.38
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McKesson Corporation (MCK) 0.1 $309k 625.00 494.42
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Digital Realty Trust (DLR) 0.1 $308k +2% 1.9k 161.83
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Tractor Supply Company (TSCO) 0.1 $301k -4% 1.0k 290.93
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Cadence Design Systems (CDNS) 0.1 $298k -6% 1.1k 271.03
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Fifth Third Ban (FITB) 0.1 $295k 6.9k 42.84
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Ishares Msci Germany Etf (EWG) 0.1 $292k 8.6k 33.84
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Ishares Msci Cda Etf (EWC) 0.1 $292k 7.0k 41.52
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Royal Gold (RGLD) 0.1 $290k 2.1k 140.31
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $290k 4.3k 67.85
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Alps Etf Tr Alerian Mlp (AMLP) 0.1 $288k 6.1k 47.13
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Toll Brothers (TOL) 0.1 $287k 1.9k 154.49
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $280k -2% 2.9k 98.10
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RBB Motley Fool Sml (TMFS) 0.1 $276k -27% 8.3k 33.19
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Mettler-Toledo International (MTD) 0.1 $274k 183.00 1499.70
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Exelon Corporation (EXC) 0.1 $273k -2% 6.7k 40.55
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Williams-Sonoma (WSM) 0.1 $273k +100% 1.8k 154.92
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Meta Platforms Cl A (META) 0.1 $272k 475.00 572.44
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Qualcomm (QCOM) 0.1 $268k +13% 1.6k 170.05
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Verizon Communications (VZ) 0.1 $268k +3% 6.0k 44.91
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Bank of New York Mellon Corporation (BK) 0.1 $262k -9% 3.7k 71.86
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American Electric Power Company (AEP) 0.1 $261k 2.5k 102.60
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Corning Incorporated (GLW) 0.1 $259k +8% 5.7k 45.15
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Regeneron Pharmaceuticals (REGN) 0.1 $258k -2% 245.00 1051.24
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Select Sector Spdr Tr Indl (XLI) 0.1 $257k 1.9k 135.44
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $256k 5.2k 48.98
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Flaherty & Crumrine/Claymore Preferred S (FFC) 0.1 $253k 15k 16.41
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Brown & Brown (BRO) 0.1 $247k 2.4k 103.60
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General Motors Company (GM) 0.1 $246k -14% 5.5k 44.84
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Spdr Ser Tr Bloomberg High Y (JNK) 0.1 $245k 2.5k 97.79
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $243k 461.00 527.67
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MetLife (MET) 0.1 $239k 2.9k 82.48
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Norfolk Southern (NSC) 0.1 $239k -4% 962.00 248.50
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NVR (NVR) 0.1 $236k NEW 24.00 9811.79
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Sandstorm Gold Com New (SAND) 0.1 $235k -6% 39k 6.00
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Cintas Corporation (CTAS) 0.1 $230k +294% 1.1k 205.88
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $229k 2.8k 83.15
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Ishares Msci Aust Etf (EWA) 0.1 $226k 8.3k 27.11
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Tenet Healthcare Corp Com New (THC) 0.1 $224k NEW 1.3k 166.20
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Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $222k 2.8k 78.56
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $222k 3.7k 59.51
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Ameriprise Financial (AMP) 0.1 $221k 471.00 469.81
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Illinois Tool Works (ITW) 0.1 $221k -9% 842.00 262.07
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Deckers Outdoor Corporation (DECK) 0.1 $218k +545% 1.4k 159.45
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Chubb (CB) 0.1 $217k NEW 751.00 288.39
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Kellogg Company (K) 0.1 $215k NEW 2.7k 80.71
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Labcorp Holdings Com Shs (LH) 0.1 $215k 964.00 223.40
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Mondelez Intl Cl A (MDLZ) 0.1 $211k -4% 2.9k 73.67
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Bristol Myers Squibb (BMY) 0.1 $211k NEW 4.1k 51.74
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Albemarle Corporation (ALB) 0.1 $210k +5% 2.2k 94.71
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Omni (OMC) 0.1 $208k NEW 2.0k 103.39
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Ishares Msci Switzerland (EWL) 0.1 $207k NEW 4.0k 52.10
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.1 $205k NEW 2.4k 86.83
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Ecolab (ECL) 0.1 $204k NEW 800.00 255.33
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Sprott Physical Gold Tr Unit (PHYS) 0.1 $204k -24% 10k 20.38
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First Solar (FSLR) 0.1 $203k -10% 815.00 249.44
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Ishares Msci Sweden Etf (EWD) 0.1 $202k NEW 4.7k 43.41
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Agilent Technologies Inc C ommon (A) 0.1 $200k NEW 1.3k 148.48
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Textron (TXT) 0.1 $184k -8% 2.1k 88.58
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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