Tiemann Investment Advisors

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Tiemann Investment Advisors

Tiemann Investment Advisors holds 204 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 8.2 $21M +2% 211k 99.27
 View chart
Apple (AAPL) 5.9 $15M 59k 253.79
 View chart
Ishares Tr Core Univrsl Usd (IUSB) 5.5 $14M +2% 302k 46.19
 View chart
Ishares Tr Core Msci Eafe (IEFA) 4.7 $12M 132k 90.53
 View chart
Microsoft Corporation (MSFT) 3.8 $9.6M +2% 26k 370.17
 View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 3.4 $8.7M +7% 172k 50.61
 View chart
Goldman Sachs Etf Tr Ultra Short Bond (GSST) 3.2 $8.2M +2% 162k 50.55
 View chart
NVIDIA Corporation (NVDA) 2.6 $6.7M -6% 39k 174.40
 View chart
Alphabet Cap Stk Cl A (GOOGL) 2.1 $5.2M +8% 18k 287.56
 View chart
JPMorgan Chase & Co. (JPM) 2.0 $5.1M +2% 17k 294.16
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.7 $4.3M 9.1k 479.20
 View chart
Oracle Corporation (ORCL) 1.6 $4.2M 28k 147.11
 View chart
Spdr Index Shs Fds State Street Spd (CWI) 1.6 $4.0M 108k 36.59
 View chart
Amazon (AMZN) 1.3 $3.4M +5% 16k 208.27
 View chart
Alphabet Cap Stk Cl C (GOOG) 1.3 $3.2M -3% 11k 286.86
 View chart
Ishares Tr Sp Smcp600vl Etf (IJS) 1.2 $3.0M 26k 118.45
 View chart
Spdr Gold Tr Gold Shs (GLD) 1.2 $3.0M -9% 6.9k 430.29
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 1.1 $2.9M 23k 124.31
 View chart
Johnson & Johnson (JNJ) 1.1 $2.8M +5% 12k 244.44
 View chart
Costco Wholesale Corporation (COST) 1.0 $2.6M 2.6k 996.43
 View chart
Ishares Tr S&p Mc 400vl Etf (IJJ) 1.0 $2.5M 19k 132.50
 View chart
Ishares Tr Core S&p Mcp Etf (IJH) 0.9 $2.4M 35k 67.53
 View chart
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) 0.9 $2.3M 37k 62.13
 View chart
Ishares Tr S&P SML 600 GWT (IJT) 0.9 $2.2M 15k 144.72
 View chart
Abbvie (ABBV) 0.8 $2.1M -4% 9.6k 217.49
 View chart
Eli Lilly & Co. (LLY) 0.8 $2.1M +24% 2.2k 919.77
 View chart
Ishares Tr S&p Mc 400gr Etf (IJK) 0.8 $2.0M 20k 100.62
 View chart
Broadcom (AVGO) 0.8 $1.9M +9% 6.3k 309.51
 View chart
Caterpillar (CAT) 0.7 $1.9M 2.7k 708.46
 View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.7 $1.8M 2.9k 616.76
 View chart
Ishares Tr S&p 500 Val Etf (IVE) 0.7 $1.8M 8.5k 211.15
 View chart
salesforce (CRM) 0.7 $1.8M 9.5k 186.67
 View chart
Ishares Tr Rus 1000 Etf (IWB) 0.7 $1.7M 4.8k 356.56
 View chart
Ishares Tr Msci Emg Mkt Etf (EEM) 0.7 $1.7M -2% 30k 56.79
 View chart
Ishares Tr Core S&p500 Etf (IVV) 0.6 $1.5M 2.4k 653.21
 View chart
Allstate Corporation (ALL) 0.6 $1.5M +2% 7.3k 207.34
 View chart
Cisco Systems (CSCO) 0.6 $1.5M +3% 19k 77.59
 View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.6 $1.4M NEW 20k 73.64
 View chart
Lowe's Companies (LOW) 0.6 $1.4M 6.0k 236.28
 View chart
Visa Com Cl A (V) 0.5 $1.4M 4.6k 302.28
 View chart
Applied Materials (AMAT) 0.5 $1.4M +7% 4.0k 341.79
 View chart
Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $1.3M 12k 113.11
 View chart
Wal-Mart Stores (WMT) 0.5 $1.3M 11k 124.29
 View chart
Capital One Financial (COF) 0.5 $1.3M 7.1k 182.43
 View chart
Raytheon Technologies Corp (RTX) 0.5 $1.3M +3% 6.7k 192.90
 View chart
Ishares Msci Japan Etf (EWJ) 0.5 $1.3M -4% 15k 84.44
 View chart
At&t (T) 0.5 $1.3M 44k 28.99
 View chart
Goldman Sachs (GS) 0.5 $1.3M +4% 1.5k 845.99
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $1.3M NEW 3.9k 320.83
 View chart
Ishares Core Msci Emkt (IEMG) 0.5 $1.2M 18k 69.75
 View chart
Royal Gold (RGLD) 0.5 $1.2M 4.8k 254.52
 View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.5 $1.2M +152% 47k 25.10
 View chart
Flexshares Tr Iboxx 3r Targt (TDTT) 0.5 $1.2M +2% 48k 24.24
 View chart
Microchip Technology (MCHP) 0.4 $1.1M 18k 64.61
 View chart
Ishares Tr Msci Eafe Etf (EFA) 0.4 $1.0M -3% 11k 97.13
 View chart
Netflix (NFLX) 0.4 $1.0M +4% 11k 96.15
 View chart
Flexshares Tr Iboxx 5yr Trgt (TDTF) 0.4 $1000k +4% 42k 24.11
 View chart
Essex Property Trust (ESS) 0.4 $976k 4.0k 242.05
 View chart
Constellation Energy (CEG) 0.4 $976k -4% 3.5k 279.25
 View chart
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.4 $967k 18k 53.22
 View chart
Abbott Laboratories (ABT) 0.4 $945k -3% 9.2k 102.67
 View chart
Ishares Tr Msci Uk Etf New (EWU) 0.4 $915k 20k 45.56
 View chart
Home Depot (HD) 0.4 $908k +3% 2.8k 328.93
 View chart
Cummins (CMI) 0.3 $854k 1.6k 538.27
 View chart
Ge Vernova (GEV) 0.3 $812k 930.00 872.90
 View chart
Ge Aerospace Com New (GE) 0.3 $807k 2.8k 283.77
 View chart
Intuitive Surgical Com New (ISRG) 0.3 $804k 1.7k 460.99
 View chart
Merck & Co (MRK) 0.3 $781k -4% 6.5k 120.29
 View chart
Corning Incorporated (GLW) 0.3 $765k +2% 5.6k 135.97
 View chart
Marriott Intl Cl A (MAR) 0.3 $732k +7% 2.2k 327.14
 View chart
McDonald's Corporation (MCD) 0.3 $686k +9% 2.2k 310.79
 View chart
Cardinal Health (CAH) 0.3 $683k +4% 3.2k 211.31
 View chart
FedEx Corporation (FDX) 0.3 $679k +4% 1.9k 356.29
 View chart
Bank of America Corporation (BAC) 0.3 $676k 14k 48.75
 View chart
Kla Corp Com New (KLAC) 0.3 $676k +8% 459.00 1472.41
 View chart
Ishares Tr Tips Bd Etf (TIP) 0.3 $673k 6.1k 110.36
 View chart
Equity Lifestyle Properties (ELS) 0.3 $672k 11k 62.42
 View chart
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $652k 8.3k 78.41
 View chart
Intel Corporation (INTC) 0.2 $635k +3% 14k 44.13
 View chart
Deere & Company (DE) 0.2 $618k -5% 1.1k 563.30
 View chart
Spdr Series Trust State Street Spd (SPSB) 0.2 $609k 20k 30.07
 View chart
Ishares Tr Russell 2000 Etf (IWM) 0.2 $598k 2.4k 248.00
 View chart
Ciena Corp Com New (CIEN) 0.2 $587k +4% 1.5k 388.40
 View chart
D.R. Horton (DHI) 0.2 $583k +6% 4.2k 137.22
 View chart
American Express Company (AXP) 0.2 $581k +5% 1.9k 302.48
 View chart
Keysight Technologies (KEYS) 0.2 $574k 2.0k 282.37
 View chart
General Dynamics Corporation (GD) 0.2 $563k 1.6k 343.22
 View chart
Morgan Stanley Com New (MS) 0.2 $559k +17% 3.4k 164.57
 View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $558k 19k 29.08
 View chart
McKesson Corporation (MCK) 0.2 $554k +4% 640.00 865.36
 View chart
Emerson Electric (EMR) 0.2 $548k -2% 4.2k 131.02
 View chart
Micron Technology (MU) 0.2 $537k +32% 1.6k 337.84
 View chart
Walt Disney Company (DIS) 0.2 $526k +19% 5.5k 96.38
 View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 0.2 $522k 6.9k 75.74
 View chart
Procter & Gamble Company (PG) 0.2 $520k -4% 3.6k 144.47
 View chart
Colgate-Palmolive Company (CL) 0.2 $514k +2% 6.0k 85.23
 View chart
UnitedHealth (UNH) 0.2 $507k -7% 1.9k 270.70
 View chart
Union Pacific Corporation (UNP) 0.2 $505k +3% 2.1k 242.62
 View chart
Duke Energy Corp Com New (DUK) 0.2 $500k +2% 3.8k 130.94
 View chart
Prologis (PLD) 0.2 $495k +9% 3.7k 132.18
 View chart
Coca-Cola Company (KO) 0.2 $494k +11% 6.5k 76.05
 View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $493k -2% 9.1k 54.05
 View chart
Ishares Msci Netherl Etf (EWN) 0.2 $473k 8.2k 57.51
 View chart
Terrestrial Energy Com Shs (IMSR) 0.2 $456k 76k 6.00
 View chart
Linde SHS (LIN) 0.2 $447k +8% 902.00 495.76
 View chart
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $447k 4.1k 109.02
 View chart
Travelers Companies (TRV) 0.2 $419k +3% 1.4k 291.68
 View chart
Intuit (INTU) 0.2 $416k +6% 962.00 432.38
 View chart
International Business Machines (IBM) 0.2 $407k +9% 1.7k 242.39
 View chart
Verizon Communications (VZ) 0.2 $399k -24% 8.0k 50.20
 View chart
Mastercard Incorporated Cl A (MA) 0.2 $399k +10% 799.00 499.66
 View chart
Amgen (AMGN) 0.2 $394k +7% 1.1k 351.85
 View chart
Bank of New York Mellon Corporation (BK) 0.2 $390k -2% 3.3k 118.63
 View chart
Ishares Msci France Etf (EWQ) 0.2 $385k -2% 8.9k 43.38
 View chart
Parker-Hannifin Corporation (PH) 0.2 $385k +40% 430.00 895.24
 View chart
Texas Instruments Incorporated (TXN) 0.2 $384k +2% 2.0k 194.14
 View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $383k 16k 24.75
 View chart
General Motors Company (GM) 0.1 $372k 5.0k 74.50
 View chart
Advanced Micro Devices (AMD) 0.1 $369k +33% 1.8k 203.43
 View chart
Honeywell International (HON) 0.1 $369k -14% 1.6k 226.03
 View chart
Fifth Third Ban (FITB) 0.1 $356k +22% 7.7k 46.46
 View chart
Curtiss-Wright (CW) 0.1 $349k +15% 513.00 681.12
 View chart
Nextera Energy (NEE) 0.1 $349k 3.8k 92.88
 View chart
CSX Corporation (CSX) 0.1 $345k 8.4k 41.05
 View chart
Bwx Technologies (BWXT) 0.1 $345k 1.7k 204.49
 View chart
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $343k -19% 4.2k 82.57
 View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $341k 1.0k 337.95
 View chart
Ishares Msci Germany Etf (EWG) 0.1 $340k 8.6k 39.67
 View chart
Air Products & Chemicals (APD) 0.1 $339k 1.2k 290.69
 View chart
Exelon Corporation (EXC) 0.1 $337k +2% 6.9k 49.02
 View chart
Carrier Global Corporation (CARR) 0.1 $329k 5.8k 56.31
 View chart
Realty Income (O) 0.1 $329k -10% 5.4k 61.18
 View chart
Vanguard Index Fds Extend Mkt Etf (VTSAX) 0.1 $327k NEW 2.1k 156.29
 View chart
Digital Realty Trust (DLR) 0.1 $320k 1.8k 180.21
 View chart
Synopsys (SNPS) 0.1 $319k 805.00 396.48
 View chart
Williams-Sonoma (WSM) 0.1 $319k +12% 1.8k 182.33
 View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $317k 12k 25.64
 View chart
Blackrock (BLK) 0.1 $315k +4% 328.00 961.71
 View chart
Gilead Sciences (GILD) 0.1 $306k -4% 2.2k 139.37
 View chart
Ross Stores (ROST) 0.1 $301k +22% 1.4k 216.63
 View chart
Sherwin-Williams Company (SHW) 0.1 $299k +7% 932.00 320.55
 View chart
Thermo Fisher Scientific (TMO) 0.1 $296k +26% 603.00 491.53
 View chart
Alps Etf Tr Alerian Mlp (AMLP) 0.1 $295k 5.6k 52.64
 View chart
Starbucks Corporation (SBUX) 0.1 $289k +10% 3.2k 89.59
 View chart
Select Sector Spdr Tr State Street Ind (XLI) 0.1 $288k 1.8k 161.73
 View chart
Archer Daniels Midland Company (ADM) 0.1 $288k +5% 4.0k 72.69
 View chart
Comcast Corp Cl A (CMCSA) 0.1 $285k 9.9k 28.71
 View chart
Jabil Circuit (JBL) 0.1 $282k 1.1k 265.63
 View chart
Albemarle Corporation (ALB) 0.1 $279k 1.6k 179.53
 View chart
Agnico (AEM) 0.1 $275k 1.4k 202.98
 View chart
Eastman Chemical Company (EMN) 0.1 $273k -4% 3.6k 76.32
 View chart
Fair Isaac Corporation (FICO) 0.1 $272k +3% 255.00 1067.54
 View chart
O'reilly Automotive (ORLY) 0.1 $271k +9% 2.9k 92.31
 View chart
Cadence Design Systems (CDNS) 0.1 $271k +11% 975.00 277.87
 View chart
Meta Platforms Cl A (META) 0.1 $263k 459.00 572.13
 View chart
Toll Brothers (TOL) 0.1 $260k +4% 1.9k 136.47
 View chart
Tesla Motors (TSLA) 0.1 $257k -79% 690.00 371.75
 View chart
Cameco Corporation (CCJ) 0.1 $255k 2.4k 108.61
 View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $254k 11k 24.27
 View chart
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $252k 2.8k 89.33
 View chart
Tenet Healthcare Corp Com New (THC) 0.1 $246k +6% 1.3k 188.71
 View chart
Bristol Myers Squibb (BMY) 0.1 $244k +5% 4.0k 60.65
 View chart
Ishares Msci Cda Etf (EWC) 0.1 $242k -37% 4.4k 54.79
 View chart
Johnson Controls Internation SHS (JCI) 0.1 $241k -5% 1.8k 130.95
 View chart
Norfolk Southern (NSC) 0.1 $240k +11% 837.00 287.00
 View chart
Pfizer (PFE) 0.1 $240k +6% 8.6k 28.08
 View chart
Spdr Series Trust State Street Spd (JNK) 0.1 $239k 2.5k 95.72
 View chart
Genuine Parts Company (GPC) 0.1 $239k -4% 2.3k 105.75
 View chart
Flaherty & Crumrine/Claymore Preferred S (FFC) 0.1 $238k 15k 15.49
 View chart
Pepsi (PEP) 0.1 $238k -15% 1.5k 155.29
 View chart
Labcorp Holdings Com Shs (LH) 0.1 $237k +6% 888.00 267.01
 View chart
Chubb (CB) 0.1 $233k 715.00 325.93
 View chart
Otis Worldwide Corp (OTIS) 0.1 $231k 3.0k 77.08
 View chart
Lam Research Corp Com New (LRCX) 0.1 $229k -4% 1.1k 213.66
 View chart
Ishares Msci Switzerland (EWL) 0.1 $228k 3.9k 58.81
 View chart
Southern Company (SO) 0.1 $225k +11% 2.3k 96.52
 View chart
Rockwell Automation (ROK) 0.1 $224k 623.00 359.26
 View chart
Spdr Series Trust State Street Spd (SLYV) 0.1 $223k 2.4k 94.59
 View chart
Ishares Msci Sweden Etf (EWD) 0.1 $222k 4.6k 48.72
 View chart
Kimberly-Clark Corporation (KMB) 0.1 $218k -17% 2.3k 96.47
 View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $215k 2.5k 86.69
 View chart
TJX Companies (TJX) 0.1 $211k NEW 1.3k 159.70
 View chart
Ishares Msci Aust Etf (EWA) 0.1 $209k -6% 7.5k 27.76
 View chart
Te Connectivity Ord Shs (TEL) 0.1 $209k 1.0k 209.02
 View chart
Ecolab (ECL) 0.1 $208k NEW 780.00 266.02
 View chart
Illinois Tool Works (ITW) 0.1 $208k NEW 797.00 260.29
 View chart
Booking Holdings (BKNG) 0.1 $202k +6% 48.00 4210.31
 View chart
Edwards Lifesciences (EW) 0.1 $200k 2.5k 80.08
 View chart
Omni (OMC) 0.1 $199k 2.6k 75.31
 View chart
Snap-on Incorporated (SNA) 0.1 $198k 545.00 363.22
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $198k 331.00 597.55
 View chart
CVS Caremark Corporation (CVS) 0.1 $198k -3% 2.7k 71.85
 View chart
Paccar (PCAR) 0.1 $197k 1.7k 115.50
 View chart
Teradyne (TER) 0.1 $196k NEW 660.00 296.46
 View chart
Phillips 66 (PSX) 0.1 $194k NEW 1.1k 182.18
 View chart
Mettler-Toledo International (MTD) 0.1 $194k 154.00 1261.20
 View chart
Ameriprise Financial (AMP) 0.1 $194k 436.00 444.40
 View chart
Polaris Industries (PII) 0.1 $194k 3.6k 54.50
 View chart
Lockheed Martin Corporation (LMT) 0.1 $193k NEW 319.00 604.39
 View chart
Edison International (EIX) 0.1 $193k NEW 2.6k 73.18
 View chart
Tractor Supply Company (TSCO) 0.1 $191k +9% 4.2k 45.30
 View chart
American Tower Reit (AMT) 0.1 $189k NEW 1.1k 172.58
 View chart
Rio Tinto Sponsored Adr (RIO) 0.1 $187k NEW 2.0k 93.29
 View chart
AutoZone (AZO) 0.1 $186k NEW 55.00 3377.78
 View chart

Past Filings by Tiemann Investment Advisors

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

View all past filings