Tiemann Investment Advisors
Latest statistics and disclosures from Tiemann Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, AGG, MSFT, IUSB, IEFA, and represent 28.45% of Tiemann Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: IUSB, GSST, IEFA, IEMG, FITB, JPEM, NSC, WBA, PSX, EWA.
- Started 8 new stock positions in NSC, GILD, VOO, PSX, IT, FITB, EWA, WBA.
- Reduced shares in these 10 stocks: NET, TDTF, EEM, O, MSFT, SHY, EMNT, HSY, CVX, NOBL.
- Sold out of its positions in CVX, HSY, EMNT, NOBL, UPS.
- Tiemann Investment Advisors was a net buyer of stock by $465k.
- Tiemann Investment Advisors has $206M in assets under management (AUM), dropping by 10.13%.
- Central Index Key (CIK): 0001575151
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Portfolio Holdings for Tiemann Investment Advisors
Tiemann Investment Advisors holds 186 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 6.4 | $13M | 69k | 192.53 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 6.2 | $13M | 129k | 99.25 |
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| Microsoft Corporation (MSFT) | 5.6 | $12M | -2% | 31k | 376.04 |
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| Ishares Tr Core Total Usd (IUSB) | 5.6 | $12M | +17% | 250k | 46.07 |
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| Ishares Tr Core Msci Eafe (IEFA) | 4.6 | $9.5M | +6% | 135k | 70.35 |
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| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 3.2 | $6.5M | 130k | 50.23 |
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| Goldman Sachs Etf Tr Aces Ultra Shr (GSST) | 2.1 | $4.4M | +32% | 87k | 50.01 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.9 | $3.9M | 11k | 356.66 |
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| NVIDIA Corporation (NVDA) | 1.7 | $3.5M | 7.1k | 495.22 |
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| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 1.7 | $3.5M | -2% | 130k | 27.04 |
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| JPMorgan Chase & Co. (JPM) | 1.6 | $3.3M | 20k | 170.10 |
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| Oracle Corporation (ORCL) | 1.6 | $3.3M | 31k | 105.43 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $3.2M | -2% | 23k | 139.69 |
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| Amazon (AMZN) | 1.3 | $2.7M | -2% | 18k | 151.94 |
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| salesforce (CRM) | 1.3 | $2.7M | +2% | 10k | 263.14 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 1.2 | $2.4M | 23k | 103.07 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.2 | $2.4M | 22k | 108.25 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 1.1 | $2.3M | 21k | 114.04 |
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| Costco Wholesale Corporation (COST) | 1.0 | $2.0M | -6% | 3.1k | 660.08 |
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| Cloudflare Cl A Com (NET) | 1.0 | $2.0M | -21% | 24k | 83.26 |
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| Johnson & Johnson (JNJ) | 1.0 | $2.0M | 13k | 156.74 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $1.9M | -2% | 14k | 140.93 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.9 | $1.9M | -16% | 47k | 40.21 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.9 | $1.8M | +7% | 6.6k | 277.15 |
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| Lowe's Companies (LOW) | 0.9 | $1.8M | 8.0k | 222.55 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.9 | $1.8M | +3% | 3.5k | 507.38 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.8 | $1.7M | 14k | 125.15 |
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| J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) | 0.8 | $1.7M | +15% | 33k | 52.29 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.8 | $1.7M | 8.9k | 191.17 |
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| Abbvie (ABBV) | 0.8 | $1.7M | -2% | 11k | 154.97 |
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| Microchip Technology (MCHP) | 0.8 | $1.7M | 19k | 90.18 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.8 | $1.7M | +3% | 21k | 79.22 |
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| UnitedHealth (UNH) | 0.8 | $1.6M | +2% | 3.0k | 526.59 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.7 | $1.5M | +14% | 29k | 52.00 |
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| Visa Com Cl A (V) | 0.7 | $1.4M | -3% | 5.3k | 260.38 |
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| Allstate Corporation (ALL) | 0.7 | $1.3M | 9.6k | 139.98 |
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| Tesla Motors (TSLA) | 0.6 | $1.3M | 5.3k | 248.48 |
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| Flexshares Tr Iboxx 3r Targt (TDTT) | 0.6 | $1.3M | -13% | 55k | 23.62 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.6 | $1.3M | -2% | 7.3k | 173.89 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.6 | $1.3M | -2% | 4.8k | 262.26 |
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| Eli Lilly & Co. (LLY) | 0.6 | $1.2M | 2.0k | 582.92 |
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| Home Depot (HD) | 0.6 | $1.1M | 3.3k | 346.58 |
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| Ishares Msci Jpn Etf New (EWJ) | 0.5 | $1.1M | +2% | 17k | 64.14 |
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| Abbott Laboratories (ABT) | 0.5 | $1.1M | +5% | 9.6k | 110.07 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $1.0M | -8% | 14k | 75.35 |
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| Caterpillar (CAT) | 0.5 | $1.0M | 3.4k | 295.67 |
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| Essex Property Trust (ESS) | 0.5 | $997k | 4.0k | 247.99 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.5 | $983k | -3% | 13k | 75.10 |
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| Flexshares Tr Iboxx 5yr Trgt (TDTF) | 0.5 | $981k | -27% | 42k | 23.63 |
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| Intel Corporation (INTC) | 0.5 | $964k | 19k | 50.25 |
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| Cisco Systems (CSCO) | 0.5 | $958k | 19k | 50.52 |
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| Merck & Co (MRK) | 0.5 | $954k | 8.8k | 109.02 |
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| Applied Materials (AMAT) | 0.4 | $911k | 5.6k | 162.07 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.4 | $881k | -14% | 8.2k | 107.49 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $851k | 1.8k | 477.63 |
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| Intuitive Surgical Com New (ISRG) | 0.4 | $842k | -7% | 2.5k | 337.36 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.4 | $842k | -2% | 11k | 77.02 |
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| Equity Lifestyle Properties (ELS) | 0.4 | $828k | +4% | 12k | 70.54 |
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| D.R. Horton (DHI) | 0.4 | $824k | 5.4k | 151.98 |
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| Broadcom (AVGO) | 0.4 | $749k | +3% | 671.00 | 1116.25 |
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| Discover Financial Services (DFS) | 0.4 | $748k | 6.7k | 112.40 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $697k | 1.5k | 475.31 |
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| Spdr Ser Tr Portfolio Short (SPSB) | 0.3 | $691k | -11% | 23k | 29.78 |
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| Wal-Mart Stores (WMT) | 0.3 | $672k | -2% | 4.3k | 157.68 |
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| Goldman Sachs (GS) | 0.3 | $664k | 1.7k | 385.77 |
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| Union Pacific Corporation (UNP) | 0.3 | $662k | 2.7k | 245.62 |
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| Intuit (INTU) | 0.3 | $657k | +7% | 1.1k | 625.03 |
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| Ishares Core Msci Emkt (IEMG) | 0.3 | $653k | +123% | 13k | 50.58 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $650k | 3.2k | 200.75 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $648k | 7.7k | 84.14 |
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| McDonald's Corporation (MCD) | 0.3 | $646k | 2.2k | 296.51 |
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| Procter & Gamble Company (PG) | 0.3 | $639k | 4.4k | 146.55 |
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| Archer Daniels Midland Company (ADM) | 0.3 | $609k | -12% | 8.4k | 72.22 |
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| Ishares Tr Msci Uk Etf New (EWU) | 0.3 | $593k | +7% | 18k | 33.05 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.3 | $590k | -23% | 5.3k | 110.67 |
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| Marriott Intl Cl A (MAR) | 0.3 | $583k | +5% | 2.6k | 225.59 |
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| Realty Income (O) | 0.3 | $581k | -35% | 10k | 57.42 |
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| Netflix (NFLX) | 0.3 | $577k | +8% | 1.2k | 486.88 |
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| Deere & Company (DE) | 0.3 | $577k | +2% | 1.4k | 399.87 |
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| Comcast Corp Cl A (CMCSA) | 0.3 | $561k | -4% | 13k | 43.85 |
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| FedEx Corporation (FDX) | 0.3 | $554k | 2.2k | 253.04 |
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| General Dynamics Corporation (GD) | 0.3 | $552k | 2.1k | 259.67 |
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| Prologis (PLD) | 0.3 | $549k | -4% | 4.1k | 133.30 |
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| Synopsys (SNPS) | 0.3 | $536k | 1.0k | 514.91 |
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| Walt Disney Company (DIS) | 0.3 | $523k | +2% | 5.8k | 90.29 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $507k | +6% | 850.00 | 596.60 |
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| American Express Company (AXP) | 0.2 | $501k | +15% | 2.7k | 187.34 |
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| Constellation Energy (CEG) | 0.2 | $497k | +4% | 4.2k | 116.89 |
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| Colgate-Palmolive Company (CL) | 0.2 | $483k | 6.1k | 79.71 |
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| Emerson Electric (EMR) | 0.2 | $481k | 4.9k | 97.33 |
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| Starbucks Corporation (SBUX) | 0.2 | $477k | -5% | 5.0k | 96.01 |
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| Bank of America Corporation (BAC) | 0.2 | $473k | -4% | 14k | 33.67 |
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| Honeywell International (HON) | 0.2 | $468k | +7% | 2.2k | 209.71 |
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| Fiserv (FI) | 0.2 | $464k | -11% | 3.5k | 132.84 |
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| Linde SHS (LIN) | 0.2 | $463k | +6% | 1.1k | 410.71 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $462k | 9.8k | 47.24 |
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| Cummins (CMI) | 0.2 | $444k | 1.9k | 239.57 |
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| American Tower Reit (AMT) | 0.2 | $440k | 2.0k | 215.92 |
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| RBB Motley Fool Sml (TMFS) | 0.2 | $427k | -5% | 14k | 30.66 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $426k | -7% | 4.4k | 97.04 |
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| Air Products & Chemicals (APD) | 0.2 | $424k | -3% | 1.5k | 273.97 |
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| Novo-nordisk A S Adr (NVO) | 0.2 | $419k | 4.1k | 103.45 |
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| Morgan Stanley Com New (MS) | 0.2 | $416k | -10% | 4.5k | 93.25 |
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| Keysight Technologies (KEYS) | 0.2 | $411k | 2.6k | 159.09 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $407k | 9.9k | 41.10 |
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| Pepsi (PEP) | 0.2 | $401k | +11% | 2.4k | 169.84 |
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| Polaris Industries (PII) | 0.2 | $397k | 4.2k | 94.77 |
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| Kla Corp Com New (KLAC) | 0.2 | $388k | 667.00 | 581.30 |
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| General Electric Com New (GE) | 0.2 | $384k | +15% | 3.0k | 127.63 |
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| Pfizer (PFE) | 0.2 | $384k | 13k | 28.79 |
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| Constellation Brands Cl A (STZ) | 0.2 | $383k | -5% | 1.6k | 241.75 |
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| Nike CL B (NKE) | 0.2 | $383k | +5% | 3.5k | 108.58 |
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| Eastman Chemical Company (EMN) | 0.2 | $380k | 4.2k | 89.82 |
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| Coca-Cola Company (KO) | 0.2 | $375k | -4% | 6.4k | 58.93 |
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| Cadence Design Systems (CDNS) | 0.2 | $373k | +3% | 1.4k | 272.37 |
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| Ishares Msci Netherl Etf (EWN) | 0.2 | $367k | 8.2k | 44.63 |
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| Ishares Msci France Etf (EWQ) | 0.2 | $367k | 9.4k | 39.18 |
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| International Business Machines (IBM) | 0.2 | $366k | +13% | 2.2k | 163.55 |
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| Carrier Global Corporation (CARR) | 0.2 | $362k | 6.3k | 57.45 |
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| Fair Isaac Corporation (FICO) | 0.2 | $361k | -3% | 310.00 | 1164.01 |
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| Boeing Company (BA) | 0.2 | $356k | 1.4k | 260.66 |
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| Sherwin-Williams Company (SHW) | 0.2 | $349k | 1.1k | 311.90 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $349k | +12% | 817.00 | 426.51 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $348k | 6.3k | 55.68 |
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| Amgen (AMGN) | 0.2 | $344k | -10% | 1.2k | 288.02 |
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| CSX Corporation (CSX) | 0.2 | $343k | 9.9k | 34.67 |
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| Kimberly-Clark Corporation (KMB) | 0.2 | $336k | -7% | 2.8k | 121.51 |
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| Genuine Parts Company (GPC) | 0.2 | $336k | -14% | 2.4k | 138.50 |
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| Advanced Micro Devices (AMD) | 0.2 | $336k | -9% | 2.3k | 147.41 |
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| BlackRock (BLK) | 0.2 | $331k | +2% | 408.00 | 811.80 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $328k | 1.9k | 170.46 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.2 | $323k | -19% | 7.6k | 42.52 |
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| Cardinal Health (CAH) | 0.2 | $318k | -5% | 3.2k | 100.80 |
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| Albemarle Corporation (ALB) | 0.2 | $317k | -27% | 2.2k | 144.48 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $317k | -3% | 597.00 | 530.79 |
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| Lennar Corp Cl A (LEN) | 0.2 | $312k | -2% | 2.1k | 149.04 |
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| Rockwell Automation (ROK) | 0.1 | $307k | 987.00 | 310.58 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $304k | -2% | 3.1k | 98.88 |
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| Pacific Biosciences of California (PACB) | 0.1 | $294k | 30k | 9.81 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $293k | 635.00 | 460.70 |
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| Royal Gold (RGLD) | 0.1 | $293k | -23% | 2.4k | 120.97 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $291k | 7.9k | 36.96 |
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| Edison International (EIX) | 0.1 | $287k | -2% | 4.0k | 71.49 |
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| Spdr Ser Tr Bloomberg High Y (JNK) | 0.1 | $286k | -14% | 3.0k | 94.73 |
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| Zoetis Cl A (ZTS) | 0.1 | $281k | -4% | 1.4k | 197.37 |
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| Travelers Companies (TRV) | 0.1 | $278k | 1.5k | 190.49 |
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| Otis Worldwide Corp (OTIS) | 0.1 | $277k | 3.1k | 89.47 |
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| Hp (HPQ) | 0.1 | $274k | +7% | 9.1k | 30.09 |
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| At&t (T) | 0.1 | $274k | 16k | 16.78 |
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| Exelon Corporation (EXC) | 0.1 | $272k | -2% | 7.6k | 35.90 |
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| Ishares Msci Germany Etf (EWG) | 0.1 | $271k | 9.1k | 29.69 |
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| McKesson Corporation (MCK) | 0.1 | $271k | 585.00 | 462.98 |
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| Verizon Communications (VZ) | 0.1 | $270k | -3% | 7.2k | 37.70 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $267k | -48% | 3.3k | 82.04 |
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| Laboratory Corp Amer Hldgs Com New (LH) | 0.1 | $265k | 1.2k | 227.42 |
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| Ishares Msci Cda Etf (EWC) | 0.1 | $258k | 7.0k | 36.68 |
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| Sprott Physical Gold Tr Unit (PHYS) | 0.1 | $255k | 13k | 19.15 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $253k | 5.2k | 48.45 |
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| Nextera Energy (NEE) | 0.1 | $250k | -5% | 4.1k | 60.74 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $241k | 4.3k | 56.40 |
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| Fifth Third Ban (FITB) | 0.1 | $237k | NEW | 6.9k | 34.49 |
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| General Motors Company (GM) | 0.1 | $235k | -7% | 6.6k | 35.92 |
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| Norfolk Southern (NSC) | 0.1 | $235k | NEW | 992.00 | 236.38 |
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| Tractor Supply Company (TSCO) | 0.1 | $233k | +2% | 1.1k | 215.03 |
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| Digital Realty Trust (DLR) | 0.1 | $233k | 1.7k | 134.58 |
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| CVS Caremark Corporation (CVS) | 0.1 | $230k | +4% | 2.9k | 78.96 |
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| Brown Forman Corp CL B (BF.B) | 0.1 | $226k | 4.0k | 57.10 |
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| Walgreens Boots Alliance Con (WBA) | 0.1 | $225k | NEW | 8.6k | 26.11 |
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| Franco-Nevada Corporation (FNV) | 0.1 | $223k | -11% | 2.0k | 110.81 |
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| Mettler-Toledo International (MTD) | 0.1 | $222k | -7% | 183.00 | 1212.96 |
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| Bristol Myers Squibb (BMY) | 0.1 | $222k | -2% | 4.3k | 51.31 |
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| Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) | 0.1 | $221k | 3.7k | 60.22 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $220k | +6% | 250.00 | 878.29 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $218k | 3.0k | 72.43 |
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| Phillips 66 Con (PSX) | 0.1 | $217k | NEW | 1.6k | 133.14 |
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| Select Sector Spdr Tr Indl (XLI) | 0.1 | $217k | 1.9k | 113.99 |
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| Illinois Tool Works (ITW) | 0.1 | $215k | 822.00 | 261.94 |
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| Sandstorm Gold Com New (SAND) | 0.1 | $214k | -29% | 43k | 5.03 |
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| Ishares Msci Aust Etf (EWA) | 0.1 | $207k | NEW | 8.5k | 24.34 |
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| American Electric Power Company (AEP) | 0.1 | $206k | -16% | 2.5k | 81.22 |
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| Flaherty & Crumrine/Claymore Preferred S (FFC) | 0.1 | $203k | -34% | 15k | 13.90 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $201k | NEW | 461.00 | 436.80 |
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| Gartner (IT) | 0.1 | $201k | NEW | 445.00 | 451.11 |
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| Gilead Sciences (GILD) | 0.1 | $201k | NEW | 2.5k | 81.01 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $200k | -14% | 6.4k | 31.01 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $194k | -25% | 3.5k | 54.98 |
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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 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
- Tiemann Investment Advisors 2020 Q4 filed Feb. 16, 2021
- Tiemann Investment Advisors 2020 Q3 filed Nov. 12, 2020
- Tiemann Investment Advisors 2020 Q2 filed Aug. 13, 2020