Tiemann Investment Advisors
Latest statistics and disclosures from Tiemann Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AGG, AAPL, MSFT, IUSB, IEFA, and represent 28.28% of Tiemann Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: AVGO, CEF, GSST, NVR, THC, AGG, CB, K, BMY, OMC.
- Started 12 new stock positions in CEF, SLYV, BMY, OMC, EWD, NVR, K, EWL, CB, ECL. A, THC.
- Reduced shares in these 10 stocks: NET, NVDA, IEFA, IUSB, TDTT, MSFT, GLD, AAPL, BA, .
- Sold out of its positions in BA, NET, EW, MU, PCAR, PSX, ROK.
- Tiemann Investment Advisors was a net seller of stock by $-4.2M.
- Tiemann Investment Advisors has $232M in assets under management (AUM), dropping by 3.18%.
- Central Index Key (CIK): 0001575151
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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 | |
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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
- Tiemann Investment Advisors 2024 Q3 filed Nov. 14, 2024
- Tiemann Investment Advisors 2024 Q2 filed Aug. 12, 2024
- Tiemann Investment Advisors 2024 Q1 filed May 13, 2024
- Tiemann Investment Advisors 2023 Q4 filed Feb. 14, 2024
- Tiemann Investment Advisors 2023 Q3 filed Nov. 13, 2023
- Tiemann Investment Advisors 2023 Q2 filed Aug. 11, 2023
- Tiemann Investment Advisors 2023 Q1 filed May 11, 2023
- Tiemann Investment Advisors 2022 Q4 filed Feb. 14, 2023
- Tiemann Investment Advisors 2022 Q3 filed Nov. 15, 2022
- Tiemann Investment Advisors 2022 Q2 filed Aug. 12, 2022
- Tiemann Investment Advisors 2022 Q1 filed May 13, 2022
- Tiemann Investment Advisors 2021 Q4 filed Feb. 14, 2022
- Tiemann Investment Advisors 2021 Q3 filed Nov. 15, 2021
- Tiemann Investment Advisors 2021 Q2 filed Aug. 13, 2021
- Tiemann Investment Advisors 2021 Q1 restated filed May 12, 2021
- Tiemann Investment Advisors 2021 Q1 filed May 11, 2021