Tiemann Investment Advisors as of Dec. 31, 2018
Portfolio Holdings for Tiemann Investment Advisors
Tiemann Investment Advisors holds 159 positions in its portfolio as reported in the December 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 4.4 | $4.9M | 48k | 101.56 | |
iShares Lehman Aggregate Bond (AGG) | 4.3 | $4.8M | 45k | 106.48 | |
Apple (AAPL) | 4.0 | $4.4M | 28k | 157.73 | |
JPMorgan Chase & Co. (JPM) | 2.8 | $3.1M | 32k | 97.61 | |
iShares MSCI Emerging Markets Indx (EEM) | 2.3 | $2.6M | 66k | 39.06 | |
Johnson & Johnson (JNJ) | 2.3 | $2.5M | 20k | 129.04 | |
SPDR MSCI ACWI ex-US (CWI) | 1.9 | $2.1M | 64k | 32.75 | |
Oracle Corporation (ORCL) | 1.6 | $1.8M | 40k | 45.15 | |
iShares S&P SmallCap 600 Value Idx (IJS) | 1.6 | $1.7M | 13k | 131.83 | |
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 1.5 | $1.6M | 31k | 52.42 | |
Berkshire Hathaway (BRK.B) | 1.4 | $1.6M | 7.8k | 204.12 | |
Allstate Corporation (ALL) | 1.4 | $1.5M | 19k | 82.65 | |
Abbvie (ABBV) | 1.4 | $1.5M | 17k | 92.20 | |
Walgreen Boots Alliance (WBA) | 1.4 | $1.5M | 22k | 68.32 | |
J P Morgan Exchange Traded F ultra shrt (JPST) | 1.4 | $1.5M | 30k | 50.14 | |
Realty Income (O) | 1.3 | $1.5M | 24k | 63.03 | |
SPDR S&P MidCap 400 ETF (MDY) | 1.3 | $1.5M | 4.9k | 302.67 | |
iShares Barclays TIPS Bond Fund (TIP) | 1.2 | $1.4M | 13k | 109.53 | |
iShares S&P SmallCap 600 Growth (IJT) | 1.2 | $1.4M | 8.5k | 161.38 | |
Sherwin-Williams Company (SHW) | 1.2 | $1.4M | 3.5k | 393.33 | |
Costco Wholesale Corporation (COST) | 1.2 | $1.3M | 6.6k | 203.69 | |
Intel Corporation (INTC) | 1.2 | $1.3M | 29k | 46.93 | |
United Technologies Corporation | 1.2 | $1.3M | 12k | 106.48 | |
Alphabet Inc Class A cs (GOOGL) | 1.2 | $1.3M | 1.2k | 1045.23 | |
iShares MSCI EAFE Index Fund (EFA) | 1.1 | $1.3M | 22k | 58.77 | |
Amazon (AMZN) | 1.1 | $1.2M | 825.00 | 1501.82 | |
Exxon Mobil Corporation (XOM) | 1.1 | $1.2M | 18k | 68.18 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 1.1 | $1.2M | 11k | 112.86 | |
iShares S&P MidCap 400 Value Index (IJJ) | 1.1 | $1.2M | 8.7k | 138.39 | |
salesforce (CRM) | 1.0 | $1.1M | 8.4k | 137.00 | |
Ishares Msci Japan (EWJ) | 1.0 | $1.1M | 22k | 50.69 | |
Abbott Laboratories (ABT) | 0.9 | $1.0M | 14k | 72.35 | |
Essex Property Trust (ESS) | 0.9 | $1.0M | 4.1k | 245.21 | |
Microchip Technology (MCHP) | 0.9 | $972k | 14k | 71.93 | |
Caterpillar (CAT) | 0.8 | $931k | 7.3k | 127.01 | |
Lowe's Companies (LOW) | 0.8 | $933k | 10k | 92.38 | |
Polaris Industries (PII) | 0.8 | $921k | 12k | 76.65 | |
Merck & Co (MRK) | 0.8 | $912k | 12k | 76.42 | |
Cisco Systems (CSCO) | 0.8 | $911k | 21k | 43.35 | |
Boeing Company (BA) | 0.8 | $906k | 2.8k | 322.42 | |
iShares S&P MidCap 400 Growth (IJK) | 0.8 | $888k | 4.6k | 191.26 | |
Varian Medical Systems | 0.8 | $859k | 7.6k | 113.32 | |
At&t (T) | 0.8 | $833k | 29k | 28.54 | |
iShares S&P SmallCap 600 Index (IJR) | 0.7 | $830k | 12k | 69.35 | |
SPDR Gold Trust (GLD) | 0.7 | $800k | 6.6k | 121.21 | |
Home Depot (HD) | 0.7 | $790k | 4.6k | 171.89 | |
3M Company (MMM) | 0.7 | $777k | 4.1k | 190.63 | |
iShares Russell 1000 Index (IWB) | 0.7 | $784k | 5.7k | 138.64 | |
Ishares Msci United Kingdom Index etf (EWU) | 0.7 | $755k | 26k | 29.34 | |
Chevron Corporation (CVX) | 0.7 | $728k | 6.7k | 108.79 | |
Verizon Communications (VZ) | 0.6 | $708k | 13k | 56.22 | |
UnitedHealth (UNH) | 0.6 | $701k | 2.8k | 249.11 | |
Pfizer (PFE) | 0.6 | $641k | 15k | 43.67 | |
iShares S&P 500 Value Index (IVE) | 0.5 | $590k | 5.8k | 101.20 | |
International Business Machines (IBM) | 0.5 | $583k | 5.1k | 113.71 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.5 | $567k | 10k | 55.02 | |
Flexshares Tr iboxx 3r targt (TDTT) | 0.5 | $539k | 23k | 23.84 | |
Vanguard Emerging Markets ETF (VWO) | 0.5 | $526k | 14k | 38.09 | |
McDonald's Corporation (MCD) | 0.5 | $512k | 2.9k | 177.78 | |
Walt Disney Company (DIS) | 0.5 | $518k | 4.7k | 109.58 | |
iShares S&P MidCap 400 Index (IJH) | 0.5 | $504k | 3.0k | 166.23 | |
iShares Russell 2000 Index (IWM) | 0.4 | $492k | 3.7k | 133.95 | |
iShares S&P 500 Growth Index (IVW) | 0.4 | $476k | 3.2k | 150.59 | |
Discover Financial Services (DFS) | 0.4 | $471k | 8.0k | 58.99 | |
Royal Dutch Shell | 0.4 | $470k | 8.1k | 58.29 | |
Flaherty & Crumrine/Claymore Preferred S (FFC) | 0.4 | $473k | 28k | 16.71 | |
Coca-Cola Company (KO) | 0.4 | $449k | 9.5k | 47.32 | |
Eastman Chemical Company (EMN) | 0.4 | $452k | 6.2k | 73.13 | |
Visa (V) | 0.4 | $448k | 3.4k | 131.92 | |
General Dynamics Corporation (GD) | 0.4 | $432k | 2.7k | 157.38 | |
Wells Fargo & Company (WFC) | 0.4 | $425k | 9.2k | 46.13 | |
Cummins (CMI) | 0.4 | $412k | 3.1k | 133.72 | |
iShares S&P 500 Index (IVV) | 0.4 | $410k | 1.6k | 251.69 | |
iShares Barclays 20+ Yr Treas.Bond (TLT) | 0.4 | $419k | 3.4k | 121.63 | |
Alphabet Inc Class C cs (GOOG) | 0.4 | $414k | 400.00 | 1035.00 | |
Bank of America Corporation (BAC) | 0.4 | $405k | 16k | 24.64 | |
Nike (NKE) | 0.4 | $402k | 5.4k | 74.17 | |
Exelon Corporation (EXC) | 0.4 | $406k | 9.0k | 45.11 | |
Fiserv (FI) | 0.4 | $404k | 5.5k | 73.45 | |
Annaly Capital Management | 0.3 | $392k | 40k | 9.81 | |
Bristol Myers Squibb (BMY) | 0.3 | $391k | 7.5k | 51.94 | |
Kimberly-Clark Corporation (KMB) | 0.3 | $386k | 3.4k | 113.86 | |
Procter & Gamble Company (PG) | 0.3 | $394k | 4.3k | 92.01 | |
Facebook Inc cl a (META) | 0.3 | $395k | 3.0k | 131.10 | |
Duke Energy (DUK) | 0.3 | $388k | 4.5k | 86.20 | |
Colgate-Palmolive Company (CL) | 0.3 | $375k | 6.3k | 59.48 | |
Intuit (INTU) | 0.3 | $382k | 1.9k | 196.70 | |
iShares MSCI Germany Index Fund (EWG) | 0.3 | $376k | 15k | 25.35 | |
Goldman Sachs (GS) | 0.3 | $368k | 2.2k | 167.04 | |
Union Pacific Corporation (UNP) | 0.3 | $371k | 2.7k | 138.38 | |
Adobe Systems Incorporated (ADBE) | 0.3 | $373k | 1.7k | 226.06 | |
Intuitive Surgical (ISRG) | 0.3 | $366k | 765.00 | 478.43 | |
iShares MSCI France Index (EWQ) | 0.3 | $360k | 14k | 26.53 | |
Nuveen Floating Rate Income Fund (JFR) | 0.3 | $363k | 39k | 9.24 | |
Dowdupont | 0.3 | $358k | 6.7k | 53.45 | |
Brown-Forman Corporation (BF.B) | 0.3 | $352k | 7.4k | 47.56 | |
Flexshares Tr iboxx 5yr trgt (TDTF) | 0.3 | $343k | 14k | 24.12 | |
American Express Company (AXP) | 0.3 | $338k | 3.5k | 95.29 | |
Starbucks Corporation (SBUX) | 0.3 | $332k | 5.2k | 64.34 | |
Constellation Brands (STZ) | 0.3 | $334k | 2.1k | 161.04 | |
Schwab International Equity ETF (SCHF) | 0.3 | $336k | 12k | 28.33 | |
Phillips 66 (PSX) | 0.3 | $339k | 3.9k | 86.11 | |
Thermo Fisher Scientific (TMO) | 0.3 | $321k | 1.4k | 223.69 | |
Reaves Utility Income Fund (UTG) | 0.3 | $329k | 11k | 29.43 | |
Schwab U S Small Cap ETF (SCHA) | 0.3 | $325k | 5.4k | 60.75 | |
Wal-Mart Stores (WMT) | 0.3 | $314k | 3.4k | 93.04 | |
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) | 0.3 | $312k | 10k | 30.14 | |
NVIDIA Corporation (NVDA) | 0.3 | $300k | 2.2k | 133.63 | |
General Mills (GIS) | 0.3 | $303k | 7.8k | 38.94 | |
W.R. Grace & Co. | 0.3 | $299k | 4.6k | 65.00 | |
American Tower Reit (AMT) | 0.3 | $297k | 1.9k | 158.40 | |
Sandstorm Gold (SAND) | 0.3 | $302k | 66k | 4.61 | |
Comcast Corporation (CMCSA) | 0.3 | $289k | 8.5k | 34.00 | |
Digital Realty Trust (DLR) | 0.3 | $289k | 2.7k | 106.64 | |
Emerson Electric (EMR) | 0.3 | $295k | 4.9k | 59.85 | |
CVS Caremark Corporation (CVS) | 0.3 | $296k | 4.5k | 65.60 | |
Genuine Parts Company (GPC) | 0.2 | $274k | 2.9k | 96.14 | |
Amgen (AMGN) | 0.2 | $276k | 1.4k | 194.50 | |
Royal Gold (RGLD) | 0.2 | $284k | 3.3k | 85.54 | |
Hp (HPQ) | 0.2 | $281k | 14k | 20.43 | |
Vaneck Vectors Gold Miners mutual (GDX) | 0.2 | $284k | 14k | 21.06 | |
CSX Corporation (CSX) | 0.2 | $272k | 4.4k | 62.20 | |
ConocoPhillips (COP) | 0.2 | $265k | 4.2k | 62.41 | |
Pepsi (PEP) | 0.2 | $263k | 2.4k | 110.41 | |
Agilent Technologies Inc C ommon (A) | 0.2 | $271k | 4.0k | 67.41 | |
Fifth Third Ban (FITB) | 0.2 | $273k | 12k | 23.50 | |
Estee Lauder Companies (EL) | 0.2 | $267k | 2.1k | 129.93 | |
Pan American Silver Corp Can (PAAS) | 0.2 | $263k | 18k | 14.61 | |
Marathon Petroleum Corp (MPC) | 0.2 | $266k | 4.5k | 59.05 | |
Sociedad Quimica y Minera (SQM) | 0.2 | $257k | 6.7k | 38.36 | |
Weyerhaeuser Company (WY) | 0.2 | $256k | 12k | 21.88 | |
Albemarle Corporation (ALB) | 0.2 | $256k | 3.3k | 77.18 | |
iShares iBoxx $ High Yid Corp Bond (HYG) | 0.2 | $253k | 3.1k | 80.96 | |
FedEx Corporation (FDX) | 0.2 | $243k | 1.5k | 161.57 | |
Eli Lilly & Co. (LLY) | 0.2 | $249k | 2.1k | 115.87 | |
Marriott International (MAR) | 0.2 | $243k | 2.2k | 108.72 | |
Edison International (EIX) | 0.2 | $248k | 4.4k | 56.87 | |
MFA Mortgage Investments | 0.2 | $250k | 37k | 6.68 | |
Fidelity National Information Services (FIS) | 0.2 | $233k | 2.3k | 102.42 | |
Rockwell Automation (ROK) | 0.2 | $239k | 1.6k | 150.79 | |
Linde | 0.2 | $236k | 1.5k | 155.78 | |
Travelers Companies (TRV) | 0.2 | $228k | 1.9k | 119.69 | |
Verisign (VRSN) | 0.2 | $221k | 1.5k | 148.32 | |
Honeywell International (HON) | 0.2 | $220k | 1.7k | 132.13 | |
American Electric Power Company (AEP) | 0.2 | $227k | 3.0k | 74.67 | |
Corning Incorporated (GLW) | 0.2 | $218k | 7.2k | 30.17 | |
Bank of New York Mellon Corporation (BK) | 0.2 | $212k | 4.5k | 47.12 | |
Valero Energy Corporation (VLO) | 0.2 | $213k | 2.8k | 74.87 | |
Deere & Company (DE) | 0.2 | $217k | 1.5k | 149.35 | |
Franco-Nevada Corporation (FNV) | 0.2 | $210k | 3.0k | 70.23 | |
Nuveen Fltng Rte Incm Opp | 0.2 | $213k | 24k | 9.04 | |
PNC Financial Services (PNC) | 0.2 | $202k | 1.7k | 116.97 | |
Ross Stores (ROST) | 0.2 | $200k | 2.4k | 83.16 | |
Nextera Energy (NEE) | 0.2 | $200k | 1.2k | 173.61 | |
EOG Resources (EOG) | 0.2 | $201k | 2.3k | 87.20 | |
Abb (ABBNY) | 0.2 | $200k | 11k | 19.05 | |
iShares MSCI Sweden Index (EWD) | 0.2 | $198k | 7.0k | 28.18 | |
iShares MSCI Switzerland Index Fund (EWL) | 0.2 | $205k | 6.5k | 31.46 | |
Citigroup (C) | 0.2 | $203k | 3.9k | 52.19 |