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 204 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 8.0 $21M +5% 207k 99.88
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Apple (AAPL) 6.1 $16M -5% 58k 271.86
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Ishares Tr Core Univrsl Usd (IUSB) 5.3 $14M 295k 46.54
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Microsoft Corporation (MSFT) 4.8 $12M -7% 25k 483.62
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Ishares Tr Core Msci Eafe (IEFA) 4.6 $12M 134k 89.46
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 3.2 $8.1M 161k 50.59
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Goldman Sachs Etf Tr Ultra Short Bond (GSST) 3.1 $8.0M +2% 158k 50.47
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NVIDIA Corporation (NVDA) 3.0 $7.7M -10% 41k 186.50
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Oracle Corporation (ORCL) 2.1 $5.5M 28k 194.91
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JPMorgan Chase & Co. (JPM) 2.1 $5.5M -3% 17k 322.22
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Alphabet Cap Stk Cl A (GOOGL) 2.1 $5.3M -11% 17k 313.00
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.8 $4.5M -6% 9.0k 502.65
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Spdr Index Shs Fds Msci Acwi Exus (CWI) 1.5 $3.9M 110k 35.92
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Alphabet Cap Stk Cl C (GOOG) 1.4 $3.6M 12k 313.80
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Amazon (AMZN) 1.4 $3.6M -5% 16k 230.82
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Spdr Gold Tr Gold Shs (GLD) 1.2 $3.0M -2% 7.5k 396.31
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Ishares Tr Sp Smcp600vl Etf (IJS) 1.1 $2.9M +3% 25k 113.72
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Ishares Tr Core S&p Scp Etf (IJR) 1.1 $2.8M 23k 120.18
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salesforce (CRM) 1.0 $2.5M 9.6k 264.91
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Ishares Tr S&p Mc 400vl Etf (IJJ) 1.0 $2.5M 19k 131.59
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Ishares Tr Core S&p Mcp Etf (IJH) 0.9 $2.3M +2% 36k 66.00
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Abbvie (ABBV) 0.9 $2.3M 10k 228.49
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J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) 0.9 $2.3M 38k 60.73
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Johnson & Johnson (JNJ) 0.9 $2.3M -4% 11k 206.95
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Costco Wholesale Corporation (COST) 0.9 $2.2M 2.6k 862.34
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Ishares Tr S&P SML 600 GWT (IJT) 0.8 $2.1M +5% 15k 141.17
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Broadcom (AVGO) 0.8 $2.0M -10% 5.8k 346.10
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.8 $1.9M 20k 96.88
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Eli Lilly & Co. (LLY) 0.8 $1.9M 1.8k 1074.68
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Ishares Tr S&p 500 Val Etf (IVE) 0.7 $1.8M +2% 8.5k 212.07
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Ishares Tr Rus 1000 Etf (IWB) 0.7 $1.8M 4.8k 373.44
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.7 $1.8M 2.9k 603.28
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Capital One Financial (COF) 0.7 $1.7M -5% 7.1k 242.36
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.7 $1.7M 31k 54.71
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Ishares Tr Core S&p500 Etf (IVV) 0.6 $1.6M +2% 2.3k 684.94
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Visa Com Cl A (V) 0.6 $1.6M -6% 4.5k 350.76
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Caterpillar (CAT) 0.6 $1.6M -3% 2.7k 572.87
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Tesla Motors (TSLA) 0.6 $1.5M -3% 3.4k 449.72
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Allstate Corporation (ALL) 0.6 $1.5M -2% 7.1k 208.15
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Lowe's Companies (LOW) 0.6 $1.5M 6.1k 241.16
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.6 $1.5M 12k 123.26
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Cisco Systems (CSCO) 0.5 $1.4M -3% 18k 77.03
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Ishares Msci Japan Etf (EWJ) 0.5 $1.3M 16k 80.74
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Constellation Energy (CEG) 0.5 $1.3M -5% 3.6k 353.27
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Goldman Sachs (GS) 0.5 $1.3M -9% 1.4k 879.00
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Ishares Core Msci Emkt (IEMG) 0.5 $1.2M 18k 67.22
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Abbott Laboratories (ABT) 0.5 $1.2M 9.5k 125.29
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Raytheon Technologies Corp (RTX) 0.5 $1.2M -3% 6.5k 183.40
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Wal-Mart Stores (WMT) 0.5 $1.2M -7% 11k 111.42
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Flexshares Tr Iboxx 3r Targt (TDTT) 0.4 $1.1M 47k 24.06
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Microchip Technology (MCHP) 0.4 $1.1M 17k 63.72
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At&t (T) 0.4 $1.1M 44k 24.84
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Ishares Tr Msci Eafe Etf (EFA) 0.4 $1.1M -34% 11k 96.03
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Essex Property Trust (ESS) 0.4 $1.1M 4.0k 261.73
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Royal Gold (RGLD) 0.4 $1.1M +108% 4.7k 222.32
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Ishares Tr Ishs 5-10yr Invt (IGIB) 0.4 $985k 18k 53.88
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Intuitive Surgical Com New (ISRG) 0.4 $984k -2% 1.7k 566.36
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $979k 1.4k 682.22
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Flexshares Tr Iboxx 5yr Trgt (TDTF) 0.4 $954k 40k 23.97
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Applied Materials (AMAT) 0.4 $947k -6% 3.7k 256.99
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Netflix (NFLX) 0.4 $940k +774% 10k 93.76
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Home Depot (HD) 0.4 $916k -3% 2.7k 344.14
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Ishares Tr Msci Uk Etf New (EWU) 0.3 $894k 20k 43.98
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Ge Aerospace Com New (GE) 0.3 $884k -8% 2.9k 308.03
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Cummins (CMI) 0.3 $805k -5% 1.6k 510.69
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Bank of America Corporation (BAC) 0.3 $760k -6% 14k 55.00
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Merck & Co (MRK) 0.3 $718k -5% 6.8k 105.26
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American Express Company (AXP) 0.3 $673k -5% 1.8k 369.95
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UnitedHealth (UNH) 0.3 $671k -10% 2.0k 330.23
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Ishares Tr Tips Bd Etf (TIP) 0.3 $670k 6.1k 109.91
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $656k 8.3k 78.81
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Marriott Intl Cl A (MAR) 0.2 $643k -7% 2.1k 310.39
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Equity Lifestyle Properties (ELS) 0.2 $640k 11k 60.61
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Cardinal Health (CAH) 0.2 $635k -4% 3.1k 205.50
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McDonald's Corporation (MCD) 0.2 $618k -5% 2.0k 305.63
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Spdr Series Trust State Street Spd (SPSB) 0.2 $612k 20k 30.20
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Ge Vernova (GEV) 0.2 $611k -5% 935.00 653.57
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Sprott Asset Management Physical Gold An (CEF) 0.2 $610k 13k 45.80
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Intuit (INTU) 0.2 $601k -10% 907.00 662.42
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Ishares Tr Russell 2000 Etf (IWM) 0.2 $594k -56% 2.4k 246.16
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D.R. Horton (DHI) 0.2 $576k -5% 4.0k 144.03
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Emerson Electric (EMR) 0.2 $569k 4.3k 132.72
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General Dynamics Corporation (GD) 0.2 $552k 1.6k 336.66
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $551k 19k 28.48
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Deere & Company (DE) 0.2 $538k 1.2k 465.57
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Procter & Gamble Company (PG) 0.2 $537k -9% 3.7k 143.34
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J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 0.2 $525k 7.0k 74.88
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FedEx Corporation (FDX) 0.2 $525k -5% 1.8k 288.96
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Walt Disney Company (DIS) 0.2 $521k 4.6k 113.77
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Morgan Stanley Com New (MS) 0.2 $514k -16% 2.9k 177.53
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Kla Corp Com New (KLAC) 0.2 $513k -12% 422.00 1215.08
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Intel Corporation (INTC) 0.2 $512k 14k 36.90
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McKesson Corporation (MCK) 0.2 $505k -3% 615.00 820.29
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $503k 9.4k 53.76
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $482k 18k 26.23
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Corning Incorporated (GLW) 0.2 $479k -3% 5.5k 87.56
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Ishares Msci Netherl Etf (EWN) 0.2 $469k 8.2k 57.03
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Union Pacific Corporation (UNP) 0.2 $467k -3% 2.0k 231.32
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Colgate-Palmolive Company (CL) 0.2 $467k -2% 5.9k 79.02
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Terrestrial Energy Com Shs (IMSR) 0.2 $464k NEW 76k 6.11
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $460k 4.2k 110.22
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International Business Machines (IBM) 0.2 $453k -8% 1.5k 296.21
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Duke Energy Corp Com New (DUK) 0.2 $438k -5% 3.7k 117.21
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Prologis (PLD) 0.2 $437k -7% 3.4k 127.66
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Verizon Communications (VZ) 0.2 $429k -14% 11k 40.73
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $427k 5.2k 82.82
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Fair Isaac Corporation (FICO) 0.2 $418k -5% 247.00 1690.62
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Mastercard Incorporated Cl A (MA) 0.2 $413k -13% 724.00 570.88
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Keysight Technologies (KEYS) 0.2 $411k -9% 2.0k 203.19
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Ishares Msci France Etf (EWQ) 0.2 $411k 9.1k 44.99
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General Motors Company (GM) 0.2 $410k 5.0k 81.32
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Coca-Cola Company (KO) 0.2 $407k -7% 5.8k 69.91
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Travelers Companies (TRV) 0.2 $402k -4% 1.4k 290.06
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Bank of New York Mellon Corporation (BK) 0.2 $393k 3.4k 116.09
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Ishares Msci Cda Etf (EWC) 0.1 $379k 7.0k 53.93
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $379k 16k 24.04
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Honeywell International (HON) 0.1 $374k -7% 1.9k 195.09
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Synopsys (SNPS) 0.1 $371k 790.00 469.72
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Ishares Msci Germany Etf (EWG) 0.1 $369k 8.7k 42.50
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Linde SHS (LIN) 0.1 $355k -9% 832.00 426.39
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Micron Technology (MU) 0.1 $343k -29% 1.2k 285.41
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Amgen (AMGN) 0.1 $342k -6% 1.0k 327.31
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Realty Income (O) 0.1 $340k -4% 6.0k 56.37
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Blackrock (BLK) 0.1 $337k -7% 315.00 1070.34
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Ciena Corp Com New (CIEN) 0.1 $337k NEW 1.4k 233.98
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Texas Instruments Incorporated (TXN) 0.1 $337k 1.9k 173.49
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $333k 12k 26.91
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Sprott Asset Management Physical Gold Tr (PHYS) 0.1 $330k 10k 33.02
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $306k 1.0k 303.89
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CSX Corporation (CSX) 0.1 $305k 8.4k 36.25
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Nextera Energy (NEE) 0.1 $304k 3.8k 80.28
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Carrier Global Corporation (CARR) 0.1 $304k 5.7k 52.84
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Meta Platforms Cl A (META) 0.1 $300k 455.00 660.09
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Comcast Corp Cl A (CMCSA) 0.1 $296k -19% 9.9k 29.89
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Fifth Third Ban (FITB) 0.1 $293k -6% 6.3k 46.81
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Advanced Micro Devices (AMD) 0.1 $291k -20% 1.4k 214.16
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Bwx Technologies (BWXT) 0.1 $291k 1.7k 172.84
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Exelon Corporation (EXC) 0.1 $291k -4% 6.7k 43.59
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Genuine Parts Company (GPC) 0.1 $290k 2.4k 122.96
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American Electric Power Company (AEP) 0.1 $290k 2.5k 115.31
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Air Products & Chemicals (APD) 0.1 $288k -6% 1.2k 247.18
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Gilead Sciences (GILD) 0.1 $282k 2.3k 122.74
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Sherwin-Williams Company (SHW) 0.1 $280k -6% 865.00 324.03
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Select Sector Spdr Tr State Street Ind (XLI) 0.1 $279k 1.8k 155.12
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Thermo Fisher Scientific (TMO) 0.1 $277k -15% 478.00 579.45
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Kimberly-Clark Corporation (KMB) 0.1 $277k -11% 2.7k 100.89
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Williams-Sonoma (WSM) 0.1 $277k -14% 1.6k 178.59
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Digital Realty Trust (DLR) 0.1 $275k 1.8k 154.71
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Cadence Design Systems (CDNS) 0.1 $274k -16% 875.00 312.58
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Parker-Hannifin Corporation (PH) 0.1 $268k -29% 305.00 878.96
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Alps Etf Tr Alerian Mlp (AMLP) 0.1 $263k 5.6k 47.02
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Pepsi (PEP) 0.1 $259k 1.8k 143.52
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Otis Worldwide Corp (OTIS) 0.1 $258k 2.9k 87.35
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $255k 11k 24.37
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Flaherty & Crumrine/Claymore Preferred S (FFC) 0.1 $254k 15k 16.51
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Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $249k 2.8k 88.08
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Starbucks Corporation (SBUX) 0.1 $247k -9% 2.9k 84.21
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Rockwell Automation (ROK) 0.1 $247k 633.00 389.48
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Toll Brothers (TOL) 0.1 $246k -3% 1.8k 135.22
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O'reilly Automotive (ORLY) 0.1 $245k -5% 2.7k 91.21
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Curtiss-Wright (CW) 0.1 $245k -5% 445.00 551.27
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Adobe Systems Incorporated (ADBE) 0.1 $245k -5% 700.00 349.99
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Tenet Healthcare Corp Com New (THC) 0.1 $244k NEW 1.2k 198.72
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Spdr Series Trust State Street Spd (JNK) 0.1 $243k 2.5k 97.21
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Jabil Circuit (JBL) 0.1 $242k -6% 1.1k 228.02
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Booking Holdings (BKNG) 0.1 $241k 45.00 5355.33
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Eastman Chemical Company (EMN) 0.1 $240k -10% 3.8k 63.83
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Ishares Msci Switzerland (EWL) 0.1 $232k -2% 3.9k 59.96
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Johnson Ctls Intl SHS (JCI) 0.1 $232k -2% 1.9k 119.75
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Agnico (AEM) 0.1 $230k 1.4k 169.53
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Te Connectivity Ord Shs (TEL) 0.1 $228k -8% 1.0k 227.51
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CVS Caremark Corporation (CVS) 0.1 $226k 2.8k 79.39
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Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $225k -17% 2.6k 85.77
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Polaris Industries (PII) 0.1 $225k 3.6k 63.25
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Ishares Msci Sweden Etf (EWD) 0.1 $224k -2% 4.6k 49.23
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Chubb (CB) 0.1 $223k 715.00 312.12
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Albemarle Corporation (ALB) 0.1 $218k NEW 1.5k 141.44
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Edwards Lifesciences (EW) 0.1 $217k NEW 2.6k 85.25
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Norfolk Southern (NSC) 0.1 $217k -12% 752.00 288.72
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Archer Daniels Midland Company (ADM) 0.1 $216k -7% 3.8k 57.49
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $216k 2.5k 87.16
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Cameco Corporation (CCJ) 0.1 $215k NEW 2.4k 91.49
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Mettler-Toledo International (MTD) 0.1 $215k NEW 154.00 1394.19
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Spdr Series Trust State Street Spd (SLYV) 0.1 $214k 2.4k 90.98
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Ameriprise Financial (AMP) 0.1 $214k -4% 436.00 490.34
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Omni (OMC) 0.1 $214k NEW 2.6k 80.75
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Ishares Msci Aust Etf (EWA) 0.1 $210k 8.0k 26.19
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Labcorp Holdings Com Shs (LH) 0.1 $209k -6% 832.00 251.08
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $208k 331.00 627.13
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Bristol Myers Squibb (BMY) 0.1 $205k NEW 3.8k 53.94
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Ross Stores (ROST) 0.1 $204k NEW 1.1k 180.14
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Pfizer (PFE) 0.1 $200k -15% 8.1k 24.90
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Qualcomm (QCOM) 0.1 $197k -17% 1.2k 171.09
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Tractor Supply Company (TSCO) 0.1 $194k -15% 3.9k 50.01
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RBB Motley Fool Sml (TMFS) 0.1 $192k -8% 5.5k 34.82
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Lam Research Corp Com New (LRCX) 0.1 $192k NEW 1.1k 171.18
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Snap-on Incorporated (SNA) 0.1 $188k NEW 545.00 344.60
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MetLife (MET) 0.1 $187k -6% 2.4k 78.94
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $187k NEW 1.8k 104.07
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Paccar (PCAR) 0.1 $187k NEW 1.7k 109.51
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NetApp (NTAP) 0.1 $185k 1.7k 107.09
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Hp (HPQ) 0.1 $183k -6% 8.2k 22.28
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NVR (NVR) 0.1 $182k -7% 25.00 7292.76
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Southern Company (SO) 0.1 $181k -19% 2.1k 87.20
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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