Tiemann Investment Advisors as of March 31, 2021
Portfolio Holdings for Tiemann Investment Advisors
Tiemann Investment Advisors holds 206 positions in its portfolio as reported in the March 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Ishares Tr Core Us Aggbd Et (AGG) | 7.4 | $15M | 131k | 113.83 | |
Apple (AAPL) | 5.5 | $11M | 90k | 122.16 | |
Microsoft Corporation (MSFT) | 5.0 | $9.9M | 42k | 235.78 | |
Ishares Tr Core Msci Eafe (IEFA) | 2.4 | $4.8M | 66k | 72.05 | |
JPMorgan Chase & Co. (JPM) | 2.2 | $4.3M | 29k | 152.23 | |
Cloudflare Cl A Com (NET) | 2.1 | $4.3M | 61k | 70.26 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 2.1 | $4.2M | 79k | 53.34 | |
Spdr Index Shs Fds Msci Acwi Exus (CWI) | 1.8 | $3.5M | 123k | 28.91 | |
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 1.5 | $3.1M | 60k | 50.76 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.5 | $3.0M | 12k | 255.46 | |
Amazon (AMZN) | 1.5 | $2.9M | 942.00 | 3094.48 | |
Johnson & Johnson (JNJ) | 1.5 | $2.9M | 18k | 164.34 | |
Ishares Tr Sp Smcp600vl Etf (IJS) | 1.4 | $2.9M | 28k | 100.73 | |
Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $2.4M | 1.2k | 2062.23 | |
Oracle Corporation (ORCL) | 1.2 | $2.4M | 34k | 70.18 | |
Ishares Tr S&P SML 600 GWT (IJT) | 1.2 | $2.3M | 18k | 128.22 | |
Costco Wholesale Corporation (COST) | 1.1 | $2.2M | 6.2k | 352.44 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 1.1 | $2.2M | 4.6k | 476.15 | |
Ishares Tr Core S&p Scp Etf (IJR) | 1.1 | $2.1M | 20k | 108.54 | |
Sherwin-Williams Company (SHW) | 1.1 | $2.1M | 2.9k | 738.07 | |
Allstate Corporation (ALL) | 1.0 | $2.1M | 18k | 114.91 | |
salesforce (CRM) | 1.0 | $1.9M | 9.2k | 211.90 | |
Abbvie (ABBV) | 0.9 | $1.8M | 17k | 108.23 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.9 | $1.8M | 6.8k | 260.31 | |
Lowe's Companies (LOW) | 0.9 | $1.8M | 9.2k | 190.20 | |
Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.9 | $1.8M | 30k | 59.24 | |
Abbott Laboratories (ABT) | 0.9 | $1.7M | 14k | 119.87 | |
Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.8 | $1.7M | 17k | 101.93 | |
Spdr Gold Tr Gold Shs (GLD) | 0.8 | $1.7M | 11k | 159.95 | |
Ishares Msci Jpn Etf New (EWJ) | 0.8 | $1.6M | 24k | 68.53 | |
Intel Corporation (INTC) | 0.8 | $1.6M | 26k | 64.01 | |
Caterpillar (CAT) | 0.8 | $1.6M | 7.0k | 231.86 | |
Microchip Technology (MCHP) | 0.8 | $1.6M | 10k | 155.23 | |
Alphabet Cap Stk Cl C (GOOG) | 0.8 | $1.5M | 742.00 | 2068.73 | |
Morgan Stanley Com New (MS) | 0.7 | $1.5M | 19k | 77.63 | |
Ishares Tr Tips Bd Etf (TIP) | 0.7 | $1.4M | 11k | 125.48 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.7 | $1.4M | 18k | 75.86 | |
Ishares Tr S&p Mc 400gr Etf (IJK) | 0.7 | $1.4M | 17k | 78.34 | |
Realty Income (O) | 0.6 | $1.3M | 20k | 63.52 | |
Tesla Motors (TSLA) | 0.6 | $1.3M | 1.9k | 667.73 | |
Flaherty & Crumrine/Claymore Preferred S (FFC) | 0.6 | $1.2M | 53k | 23.44 | |
Home Depot (HD) | 0.6 | $1.2M | 4.1k | 305.36 | |
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.6 | $1.2M | 8.9k | 135.51 | |
Ishares Tr Rus 1000 Etf (IWB) | 0.6 | $1.2M | 5.4k | 223.84 | |
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.6 | $1.2M | 9.2k | 130.01 | |
Polaris Industries (PII) | 0.6 | $1.1M | 8.6k | 133.49 | |
3M Company (MMM) | 0.6 | $1.1M | 5.9k | 192.71 | |
Flexshares Tr Iboxx 3r Targt (TDTT) | 0.6 | $1.1M | 42k | 26.37 | |
Essex Property Trust (ESS) | 0.6 | $1.1M | 4.1k | 271.97 | |
UnitedHealth (UNH) | 0.5 | $1.1M | 2.9k | 372.22 | |
Visa Com Cl A (V) | 0.5 | $1.1M | 5.1k | 211.82 | |
NVIDIA Corporation (NVDA) | 0.5 | $1.0M | 1.9k | 533.95 | |
Cisco Systems (CSCO) | 0.5 | $1.0M | 20k | 51.69 | |
Flexshares Tr Iboxx 5yr Trgt (TDTF) | 0.5 | $1.0M | 36k | 27.67 | |
Ishares Tr S&p 500 Val Etf (IVE) | 0.5 | $993k | 7.0k | 141.19 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.5 | $955k | 15k | 65.14 | |
Amgen (AMGN) | 0.5 | $941k | 3.8k | 248.94 | |
Walt Disney Company (DIS) | 0.5 | $938k | 5.1k | 184.54 | |
Walgreen Boots Alliance (WBA) | 0.4 | $889k | 16k | 54.92 | |
Raytheon Technologies Corp (RTX) | 0.4 | $874k | 11k | 77.26 | |
Verizon Communications (VZ) | 0.4 | $871k | 15k | 58.18 | |
Varian Medical Systems | 0.4 | $815k | 4.6k | 176.60 | |
Intuitive Surgical Com New (ISRG) | 0.4 | $805k | 1.1k | 739.21 | |
RBB Mfam Smlcp Grwth (TMFS) | 0.4 | $778k | 21k | 37.48 | |
Facebook Cl A (META) | 0.4 | $777k | 2.6k | 294.54 | |
Discover Financial Services (DFS) | 0.4 | $760k | 8.0k | 95.00 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $746k | 3.4k | 220.84 | |
At&t (T) | 0.4 | $745k | 25k | 30.28 | |
Equity Lifestyle Properties (ELS) | 0.4 | $736k | 12k | 63.61 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $733k | 1.8k | 397.94 | |
Goldman Sachs (GS) | 0.4 | $729k | 2.2k | 326.91 | |
Comcast Corp Cl A (CMCSA) | 0.4 | $720k | 13k | 54.10 | |
Bank of America Corporation (BAC) | 0.4 | $718k | 19k | 38.68 | |
Archer Daniels Midland Company (ADM) | 0.4 | $715k | 13k | 57.01 | |
Applied Materials (AMAT) | 0.3 | $697k | 5.2k | 133.63 | |
Merck & Co (MRK) | 0.3 | $682k | 8.8k | 77.11 | |
Union Pacific Corporation (UNP) | 0.3 | $682k | 3.1k | 220.28 | |
Adobe Systems Incorporated (ADBE) | 0.3 | $658k | 1.4k | 475.09 | |
Cummins (CMI) | 0.3 | $657k | 2.5k | 259.07 | |
FedEx Corporation (FDX) | 0.3 | $643k | 2.3k | 284.14 | |
Sandstorm Gold Com New (SAND) | 0.3 | $641k | 94k | 6.80 | |
Medtronic SHS (MDT) | 0.3 | $630k | 5.3k | 118.20 | |
Starbucks Corporation (SBUX) | 0.3 | $628k | 5.7k | 109.31 | |
Deere & Company (DE) | 0.3 | $598k | 1.6k | 374.45 | |
Ishares Tr Msci Uk Etf New (EWU) | 0.3 | $594k | 19k | 31.28 | |
Netflix (NFLX) | 0.3 | $592k | 1.1k | 521.59 | |
Procter & Gamble Company (PG) | 0.3 | $571k | 4.2k | 135.44 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $571k | 11k | 52.04 | |
International Business Machines (IBM) | 0.3 | $552k | 4.1k | 133.40 | |
Wal-Mart Stores (WMT) | 0.3 | $550k | 4.0k | 135.87 | |
Fiserv (FI) | 0.3 | $542k | 4.6k | 119.12 | |
Albemarle Corporation (ALB) | 0.3 | $542k | 3.7k | 146.05 | |
McDonald's Corporation (MCD) | 0.3 | $531k | 2.4k | 224.33 | |
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $521k | 5.2k | 99.66 | |
Colgate-Palmolive Company (CL) | 0.3 | $517k | 6.6k | 78.90 | |
Eastman Chemical Company (EMN) | 0.3 | $509k | 4.6k | 110.08 | |
Duke Energy Corp Com New (DUK) | 0.3 | $505k | 5.2k | 96.50 | |
General Dynamics Corporation (GD) | 0.3 | $503k | 2.8k | 181.59 | |
Coca-Cola Company (KO) | 0.2 | $489k | 9.3k | 52.76 | |
Pfizer (PFE) | 0.2 | $483k | 13k | 36.23 | |
Innovative Industria A (IIPR) | 0.2 | $477k | 2.6k | 180.34 | |
Bristol Myers Squibb (BMY) | 0.2 | $476k | 7.5k | 63.08 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $476k | 1.2k | 396.67 | |
Emerson Electric (EMR) | 0.2 | $473k | 5.2k | 90.18 | |
Kimberly-Clark Corporation (KMB) | 0.2 | $465k | 3.3k | 139.01 | |
American Tower Reit (AMT) | 0.2 | $463k | 1.9k | 239.03 | |
Ishares Msci France Etf (EWQ) | 0.2 | $461k | 13k | 34.87 | |
Nextera Energy (NEE) | 0.2 | $460k | 6.1k | 75.60 | |
Constellation Brands Cl A (STZ) | 0.2 | $459k | 2.0k | 228.02 | |
Intuit (INTU) | 0.2 | $452k | 1.2k | 383.38 | |
Honeywell International (HON) | 0.2 | $444k | 2.0k | 216.90 | |
General Motors Company (GM) | 0.2 | $439k | 7.6k | 57.50 | |
Ishares Msci Germany Etf (EWG) | 0.2 | $438k | 13k | 33.40 | |
Ishares Msci Netherl Etf (EWN) | 0.2 | $429k | 9.3k | 46.15 | |
General Mills (GIS) | 0.2 | $428k | 7.0k | 61.36 | |
CSX Corporation (CSX) | 0.2 | $426k | 4.4k | 96.42 | |
Texas Instruments Incorporated (TXN) | 0.2 | $425k | 2.3k | 188.89 | |
Synopsys (SNPS) | 0.2 | $425k | 1.7k | 247.81 | |
Alps Etf Tr Alerian Mlp (AMLP) | 0.2 | $421k | 14k | 30.51 | |
Linde SHS | 0.2 | $416k | 1.5k | 280.13 | |
Exxon Mobil Corporation (XOM) | 0.2 | $416k | 7.4k | 55.87 | |
Air Products & Chemicals (APD) | 0.2 | $413k | 1.5k | 281.72 | |
D.R. Horton (DHI) | 0.2 | $404k | 4.5k | 89.08 | |
Carrier Global Corporation (CARR) | 0.2 | $404k | 9.6k | 42.21 | |
Keysight Technologies (KEYS) | 0.2 | $402k | 2.8k | 143.57 | |
Kansas City Southern Com New | 0.2 | $387k | 1.5k | 263.80 | |
Rockwell Automation (ROK) | 0.2 | $386k | 1.5k | 265.29 | |
Thermo Fisher Scientific (TMO) | 0.2 | $383k | 840.00 | 455.95 | |
Franco-Nevada Corporation (FNV) | 0.2 | $375k | 3.0k | 125.42 | |
Marriott Intl Cl A (MAR) | 0.2 | $364k | 2.5k | 148.09 | |
Hp (HPQ) | 0.2 | $362k | 11k | 31.74 | |
Mettler-Toledo International (MTD) | 0.2 | $362k | 313.00 | 1156.55 | |
Royal Gold (RGLD) | 0.2 | $359k | 3.3k | 107.65 | |
Canadian Pacific Railway | 0.2 | $357k | 940.00 | 379.79 | |
BlackRock | 0.2 | $356k | 472.00 | 754.24 | |
Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $354k | 2.6k | 134.86 | |
Reaves Util Income Com Sh Ben Int (UTG) | 0.2 | $352k | 11k | 33.55 | |
Chevron Corporation (CVX) | 0.2 | $342k | 3.3k | 104.68 | |
Nike CL B (NKE) | 0.2 | $342k | 2.6k | 133.07 | |
Eli Lilly & Co. (LLY) | 0.2 | $340k | 1.8k | 186.81 | |
Lockheed Martin Corporation (LMT) | 0.2 | $332k | 898.00 | 369.71 | |
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $329k | 3.4k | 96.74 | |
Otis Worldwide Corp (OTIS) | 0.2 | $329k | 4.8k | 68.56 | |
Genuine Parts Company (GPC) | 0.2 | $324k | 2.8k | 115.51 | |
Spdr Ser Tr Portfolio Short (SPSB) | 0.2 | $324k | 10k | 31.30 | |
American Express Company (AXP) | 0.2 | $321k | 2.3k | 141.53 | |
Digital Realty Trust (DLR) | 0.2 | $319k | 2.3k | 140.84 | |
Exelon Corporation (EXC) | 0.2 | $319k | 7.3k | 43.70 | |
Pepsi (PEP) | 0.2 | $314k | 2.2k | 141.63 | |
Ishares Msci Sweden Etf (EWD) | 0.2 | $307k | 6.9k | 44.56 | |
Fifth Third Ban (FITB) | 0.2 | $306k | 8.2k | 37.41 | |
Laboratory Corp Amer Hldgs Com New | 0.2 | $302k | 1.2k | 254.85 | |
Fidelity National Information Services (FIS) | 0.2 | $302k | 2.2k | 140.47 | |
Illinois Tool Works (ITW) | 0.2 | $301k | 1.4k | 221.32 | |
Boeing Company (BA) | 0.1 | $300k | 1.2k | 254.89 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $298k | 2.5k | 118.16 | |
Corning Incorporated (GLW) | 0.1 | $295k | 6.8k | 43.54 | |
Abb Sponsored Adr (ABBNY) | 0.1 | $287k | 9.4k | 30.50 | |
Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.1 | $287k | 3.5k | 82.14 | |
Ishares Msci Switzerland (EWL) | 0.1 | $282k | 6.4k | 44.17 | |
J P Morgan Exchange-traded F Div Rtn Em Eqt (JPEM) | 0.1 | $280k | 5.0k | 56.57 | |
Truist Financial Corp equities (TFC) | 0.1 | $280k | 4.8k | 58.35 | |
Brown Forman Corp CL B (BF.B) | 0.1 | $276k | 4.0k | 68.95 | |
SVB Financial (SIVBQ) | 0.1 | $276k | 560.00 | 492.86 | |
Fortune Brands (FBIN) | 0.1 | $275k | 2.9k | 95.69 | |
Ishares Msci Cda Etf (EWC) | 0.1 | $270k | 7.9k | 34.09 | |
Unilever Spon Adr New (UL) | 0.1 | $269k | 4.8k | 55.75 | |
Travelers Companies (TRV) | 0.1 | $269k | 1.8k | 150.20 | |
Us Bancorp Del Com New (USB) | 0.1 | $262k | 4.7k | 55.39 | |
American Electric Power Company (AEP) | 0.1 | $260k | 3.1k | 84.83 | |
W.R. Grace & Co. | 0.1 | $257k | 4.3k | 59.77 | |
Edison International (EIX) | 0.1 | $256k | 4.4k | 58.70 | |
SYSCO Corporation (SYY) | 0.1 | $255k | 3.2k | 78.63 | |
Magna Intl Inc cl a (MGA) | 0.1 | $255k | 2.9k | 87.93 | |
Biogen Idec (BIIB) | 0.1 | $252k | 900.00 | 280.00 | |
United Parcel Service CL B (UPS) | 0.1 | $251k | 1.5k | 170.17 | |
Zoetis Cl A (ZTS) | 0.1 | $250k | 1.6k | 157.63 | |
Fmc Corp Com New (FMC) | 0.1 | $245k | 2.2k | 110.61 | |
Crown Castle Intl (CCI) | 0.1 | $240k | 1.4k | 172.04 | |
Mastercard Incorporated Cl A (MA) | 0.1 | $237k | 667.00 | 355.32 | |
Ishares Msci Aust Etf (EWA) | 0.1 | $235k | 9.5k | 24.78 | |
Prologis (PLD) | 0.1 | $235k | 2.2k | 106.05 | |
Rio Tinto Sonsored Adr (RIO) | 0.1 | $233k | 3.0k | 77.67 | |
Target Corporation (TGT) | 0.1 | $233k | 1.2k | 197.96 | |
Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $233k | 3.6k | 65.39 | |
Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $232k | 6.5k | 35.64 | |
Sprott Physical Gold Tr Unit (PHYS) | 0.1 | $231k | 13k | 17.36 | |
Norfolk Southern (NSC) | 0.1 | $230k | 855.00 | 269.01 | |
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) | 0.1 | $229k | 7.0k | 32.56 | |
Aon Shs Cl A (AON) | 0.1 | $229k | 996.00 | 229.92 | |
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $227k | 6.0k | 37.63 | |
Clorox Company (CLX) | 0.1 | $225k | 1.2k | 192.64 | |
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $224k | 2.3k | 95.93 | |
CVS Caremark Corporation (CVS) | 0.1 | $223k | 3.0k | 75.24 | |
Stanley Black & Decker (SWK) | 0.1 | $217k | 1.1k | 200.00 | |
Kla Corp Com New (KLAC) | 0.1 | $215k | 650.00 | 330.77 | |
J.B. Hunt Transport Services (JBHT) | 0.1 | $213k | 1.3k | 168.25 | |
Gilead Sciences (GILD) | 0.1 | $210k | 3.2k | 64.77 | |
Ecolab (ECL) | 0.1 | $207k | 967.00 | 214.06 | |
Lauder Estee Cos Cl A (EL) | 0.1 | $205k | 705.00 | 290.78 | |
Mondelez Intl Cl A (MDLZ) | 0.1 | $203k | 3.5k | 58.50 | |
PNC Financial Services (PNC) | 0.1 | $201k | 1.1k | 175.85 | |
CarMax (KMX) | 0.1 | $200k | 1.5k | 132.45 | |
Lennar Corp Cl A (LEN) | 0.1 | $200k | 2.0k | 101.11 | |
Steris Shs Usd (STE) | 0.1 | $196k | 1.0k | 190.85 | |
Kellogg Company (K) | 0.1 | $194k | 3.1k | 63.25 |