Tiemann Investment Advisors as of Sept. 30, 2022
Portfolio Holdings for Tiemann Investment Advisors
Tiemann Investment Advisors holds 182 positions in its portfolio as reported in the September 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Ishares Tr Core Us Aggbd Et (AGG) | 10.7 | $17M | 171k | 96.34 | |
Apple (AAPL) | 6.4 | $9.9M | 71k | 138.21 | |
Microsoft Corporation (MSFT) | 5.1 | $7.8M | 34k | 232.90 | |
Ishares Tr Core Msci Eafe (IEFA) | 3.4 | $5.2M | 99k | 52.67 | |
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 2.7 | $4.1M | 82k | 50.16 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.9 | $2.9M | 11k | 266.99 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 1.6 | $2.5M | 71k | 34.88 | |
Spdr Index Shs Fds Msci Acwi Exus (CWI) | 1.6 | $2.4M | 113k | 21.21 | |
Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $2.4M | 25k | 95.63 | |
Cloudflare Cl A Com (NET) | 1.4 | $2.2M | 40k | 55.32 | |
JPMorgan Chase & Co. (JPM) | 1.4 | $2.1M | 20k | 104.51 | |
Ishares Tr Sp Smcp600vl Etf (IJS) | 1.3 | $2.1M | 25k | 82.45 | |
Johnson & Johnson (JNJ) | 1.3 | $2.0M | 12k | 163.40 | |
Amazon (AMZN) | 1.3 | $2.0M | 18k | 112.98 | |
Oracle Corporation (ORCL) | 1.3 | $2.0M | 32k | 61.08 | |
Ishares Tr S&p Mc 400vl Etf (IJJ) | 1.2 | $1.8M | 20k | 89.98 | |
Flexshares Tr Iboxx 5yr Trgt (TDTF) | 1.2 | $1.8M | 77k | 23.40 | |
Flexshares Tr Iboxx 3r Targt (TDTT) | 1.1 | $1.8M | 76k | 23.38 | |
Lowe's Companies (LOW) | 1.1 | $1.8M | 9.3k | 187.84 | |
Tesla Motors (TSLA) | 1.1 | $1.7M | 6.5k | 265.31 | |
Costco Wholesale Corporation (COST) | 1.0 | $1.6M | 3.4k | 472.21 | |
Abbvie (ABBV) | 1.0 | $1.6M | 12k | 134.17 | |
Ishares Tr Core S&p Scp Etf (IJR) | 1.0 | $1.5M | 17k | 87.19 | |
UnitedHealth (UNH) | 1.0 | $1.5M | 3.0k | 505.25 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.9 | $1.5M | 3.6k | 401.71 | |
Spdr Gold Tr Gold Shs (GLD) | 0.9 | $1.4M | 9.2k | 154.68 | |
Ishares Tr S&P SML 600 GWT (IJT) | 0.9 | $1.4M | 14k | 101.67 | |
Alphabet Cap Stk Cl C (GOOG) | 0.9 | $1.4M | 14k | 96.14 | |
Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.9 | $1.4M | 29k | 48.26 | |
Allstate Corporation (ALL) | 0.9 | $1.3M | 11k | 124.54 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.9 | $1.3M | 6.1k | 219.22 | |
salesforce (CRM) | 0.9 | $1.3M | 9.2k | 143.87 | |
Ishares Tr S&p Mc 400gr Etf (IJK) | 0.8 | $1.3M | 20k | 63.02 | |
Microchip Technology (MCHP) | 0.8 | $1.2M | 20k | 61.04 | |
Ishares Tr Tips Bd Etf (TIP) | 0.8 | $1.2M | 11k | 104.87 | |
Realty Income (O) | 0.7 | $1.1M | 19k | 58.19 | |
Ishares Tr Rus 1000 Etf (IWB) | 0.7 | $1.1M | 5.4k | 197.39 | |
Archer Daniels Midland Company (ADM) | 0.7 | $1.0M | 13k | 80.41 | |
Visa Com Cl A (V) | 0.6 | $1000k | 5.6k | 177.65 | |
Essex Property Trust (ESS) | 0.6 | $980k | 4.0k | 242.33 | |
Abbott Laboratories (ABT) | 0.6 | $931k | 9.6k | 96.80 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $926k | 17k | 56.02 | |
Home Depot (HD) | 0.6 | $922k | 3.3k | 275.88 | |
Ishares Msci Jpn Etf New (EWJ) | 0.6 | $901k | 19k | 48.83 | |
Albemarle Corporation (ALB) | 0.6 | $867k | 3.3k | 264.33 | |
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.5 | $826k | 8.1k | 102.47 | |
Ishares Tr S&p 500 Val Etf (IVE) | 0.5 | $809k | 6.3k | 128.60 | |
NVIDIA Corporation (NVDA) | 0.5 | $795k | 6.5k | 121.45 | |
Cisco Systems (CSCO) | 0.5 | $741k | 19k | 40.03 | |
Merck & Co (MRK) | 0.5 | $739k | 8.6k | 86.08 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.5 | $733k | 13k | 57.83 | |
Equity Lifestyle Properties (ELS) | 0.5 | $727k | 12k | 62.83 | |
Raytheon Technologies Corp (RTX) | 0.4 | $691k | 8.4k | 81.81 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $691k | 1.9k | 358.77 | |
Discover Financial Services (DFS) | 0.4 | $684k | 7.5k | 90.90 | |
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) | 0.4 | $663k | 15k | 44.57 | |
Pfizer (PFE) | 0.4 | $641k | 15k | 43.74 | |
Flaherty & Crumrine/Claymore Preferred S (FFC) | 0.4 | $581k | 39k | 14.84 | |
Eli Lilly & Co. (LLY) | 0.4 | $576k | 1.8k | 323.23 | |
Procter & Gamble Company (PG) | 0.4 | $569k | 4.5k | 126.16 | |
Intuitive Surgical Com New (ISRG) | 0.4 | $567k | 3.0k | 187.38 | |
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.4 | $563k | 5.5k | 102.49 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $557k | 3.4k | 164.94 | |
Wal-Mart Stores (WMT) | 0.4 | $548k | 4.2k | 129.70 | |
McDonald's Corporation (MCD) | 0.4 | $542k | 2.3k | 230.74 | |
Intel Corporation (INTC) | 0.3 | $524k | 20k | 25.75 | |
Union Pacific Corporation (UNP) | 0.3 | $523k | 2.7k | 194.86 | |
Bank of America Corporation (BAC) | 0.3 | $520k | 17k | 30.19 | |
Alps Etf Tr Alerian Mlp (AMLP) | 0.3 | $505k | 14k | 36.59 | |
Ishares Tr Msci Uk Etf New (EWU) | 0.3 | $485k | 19k | 26.23 | |
Caterpillar (CAT) | 0.3 | $476k | 2.9k | 164.14 | |
Starbucks Corporation (SBUX) | 0.3 | $468k | 5.6k | 84.32 | |
Walt Disney Company (DIS) | 0.3 | $462k | 4.9k | 94.25 | |
General Dynamics Corporation (GD) | 0.3 | $458k | 2.2k | 212.04 | |
Goldman Sachs (GS) | 0.3 | $457k | 1.6k | 292.95 | |
American Tower Reit (AMT) | 0.3 | $451k | 2.1k | 214.86 | |
Colgate-Palmolive Company (CL) | 0.3 | $449k | 6.4k | 70.18 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $442k | 1.2k | 357.32 | |
Duke Energy Corp Com New (DUK) | 0.3 | $434k | 4.7k | 92.99 | |
Deere & Company (DE) | 0.3 | $431k | 1.3k | 333.59 | |
Genuine Parts Company (GPC) | 0.3 | $419k | 2.8k | 149.38 | |
RBB Motley Fool Sml (TMFS) | 0.3 | $415k | 18k | 23.28 | |
Polaris Industries (PII) | 0.3 | $410k | 4.3k | 95.57 | |
Cummins (CMI) | 0.3 | $409k | 2.0k | 203.48 | |
Fiserv (FI) | 0.3 | $407k | 4.4k | 93.56 | |
Thermo Fisher Scientific (TMO) | 0.3 | $403k | 794.00 | 507.56 | |
Sandstorm Gold Com New (SAND) | 0.3 | $399k | 77k | 5.17 | |
Keysight Technologies (KEYS) | 0.3 | $397k | 2.5k | 157.54 | |
Intuit (INTU) | 0.3 | $395k | 1.0k | 386.88 | |
Honeywell International (HON) | 0.3 | $393k | 2.4k | 167.09 | |
Applied Materials (AMAT) | 0.3 | $392k | 4.8k | 81.92 | |
Coca-Cola Company (KO) | 0.3 | $388k | 6.9k | 56.01 | |
Morgan Stanley Com New (MS) | 0.2 | $383k | 4.9k | 78.95 | |
Constellation Brands Cl A (STZ) | 0.2 | $380k | 1.7k | 229.75 | |
Synopsys (SNPS) | 0.2 | $377k | 1.2k | 305.51 | |
Emerson Electric (EMR) | 0.2 | $375k | 5.1k | 73.24 | |
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $373k | 9.9k | 37.84 | |
Comcast Corp Cl A (CMCSA) | 0.2 | $373k | 13k | 29.33 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $372k | 10k | 36.53 | |
Air Products & Chemicals (APD) | 0.2 | $372k | 1.6k | 232.94 | |
Linde SHS | 0.2 | $372k | 1.4k | 269.57 | |
Medtronic SHS (MDT) | 0.2 | $370k | 4.6k | 80.79 | |
Franco-Nevada Corporation (FNV) | 0.2 | $357k | 3.0k | 119.40 | |
Marriott Intl Cl A (MAR) | 0.2 | $355k | 2.5k | 140.09 | |
Texas Instruments Incorporated (TXN) | 0.2 | $352k | 2.3k | 154.73 | |
Nextera Energy (NEE) | 0.2 | $351k | 4.5k | 78.31 | |
Kimberly-Clark Corporation (KMB) | 0.2 | $351k | 3.1k | 112.68 | |
Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) | 0.2 | $334k | 3.7k | 90.88 | |
Pepsi (PEP) | 0.2 | $331k | 2.0k | 163.30 | |
Verizon Communications (VZ) | 0.2 | $325k | 8.6k | 38.00 | |
FedEx Corporation (FDX) | 0.2 | $322k | 2.2k | 148.46 | |
D.R. Horton (DHI) | 0.2 | $319k | 4.7k | 67.44 | |
Constellation Energy (CEG) | 0.2 | $312k | 3.8k | 83.13 | |
Royal Gold (RGLD) | 0.2 | $304k | 3.2k | 93.97 | |
Spdr Ser Tr Portfolio Short (SPSB) | 0.2 | $302k | 10k | 29.18 | |
Bristol Myers Squibb (BMY) | 0.2 | $301k | 4.2k | 71.14 | |
Eastman Chemical Company (EMN) | 0.2 | $301k | 4.2k | 71.07 | |
J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $301k | 5.9k | 51.23 | |
Exelon Corporation (EXC) | 0.2 | $300k | 8.0k | 37.43 | |
Sherwin-Williams Company (SHW) | 0.2 | $299k | 1.5k | 205.08 | |
Reaves Util Income Com Sh Ben Int (UTG) | 0.2 | $292k | 11k | 27.23 | |
American Express Company (AXP) | 0.2 | $291k | 2.2k | 135.10 | |
CVS Caremark Corporation (CVS) | 0.2 | $291k | 3.0k | 95.44 | |
Amgen (AMGN) | 0.2 | $289k | 1.3k | 225.08 | |
International Business Machines (IBM) | 0.2 | $283k | 2.4k | 118.81 | |
Broadcom (AVGO) | 0.2 | $281k | 633.00 | 443.92 | |
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $272k | 6.5k | 42.07 | |
Brown Forman Corp CL B (BF.B) | 0.2 | $269k | 4.0k | 66.62 | |
CSX Corporation (CSX) | 0.2 | $269k | 10k | 26.61 | |
American Electric Power Company (AEP) | 0.2 | $267k | 3.1k | 86.41 | |
At&t (T) | 0.2 | $260k | 17k | 15.32 | |
Walgreen Boots Alliance (WBA) | 0.2 | $258k | 8.2k | 31.37 | |
Ishares Msci France Etf (EWQ) | 0.2 | $253k | 9.5k | 26.76 | |
General Motors Company (GM) | 0.2 | $249k | 7.8k | 32.07 | |
Zoetis Cl A (ZTS) | 0.2 | $246k | 1.7k | 148.10 | |
4068594 Enphase Energy (ENPH) | 0.2 | $245k | 883.00 | 277.46 | |
Pimco Etf Tr Enhancd Short (EMNT) | 0.2 | $245k | 2.5k | 98.00 | |
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $244k | 3.0k | 81.33 | |
Abb Sponsored Adr (ABBNY) | 0.2 | $241k | 9.4k | 25.61 | |
Ishares Msci Netherl Etf (EWN) | 0.2 | $241k | 7.9k | 30.60 | |
Laboratory Corp Amer Hldgs Com New | 0.2 | $240k | 1.2k | 205.30 | |
General Mills (GIS) | 0.2 | $240k | 3.1k | 76.56 | |
Mastercard Incorporated Cl A (MA) | 0.2 | $239k | 842.00 | 283.85 | |
Fmc Corp Com New (FMC) | 0.2 | $233k | 2.2k | 105.91 | |
McKesson Corporation (MCK) | 0.2 | $233k | 685.00 | 340.15 | |
Fifth Third Ban (FITB) | 0.2 | $232k | 7.3k | 32.00 | |
Meta Platforms Cl A (META) | 0.2 | $232k | 1.7k | 135.43 | |
Travelers Companies (TRV) | 0.1 | $231k | 1.5k | 152.98 | |
Prologis (PLD) | 0.1 | $230k | 2.3k | 101.41 | |
Edison International (EIX) | 0.1 | $227k | 4.0k | 56.55 | |
United Parcel Service CL B (UPS) | 0.1 | $227k | 1.4k | 161.34 | |
Chevron Corporation (CVX) | 0.1 | $227k | 1.6k | 143.67 | |
Carrier Global Corporation (CARR) | 0.1 | $227k | 6.4k | 35.63 | |
Cardinal Health (CAH) | 0.1 | $226k | 3.4k | 66.67 | |
Digital Realty Trust (DLR) | 0.1 | $225k | 2.3k | 99.03 | |
Hp (HPQ) | 0.1 | $225k | 9.0k | 24.96 | |
Paychex (PAYX) | 0.1 | $219k | 2.0k | 112.31 | |
BlackRock | 0.1 | $216k | 393.00 | 549.62 | |
Ishares Msci Cda Etf (EWC) | 0.1 | $216k | 7.0k | 30.77 | |
Rockwell Automation (ROK) | 0.1 | $212k | 987.00 | 214.79 | |
Nike CL B (NKE) | 0.1 | $211k | 2.5k | 83.23 | |
Netflix (NFLX) | 0.1 | $210k | 893.00 | 235.16 | |
Ishares Msci Germany Etf (EWG) | 0.1 | $209k | 11k | 19.76 | |
Hershey Company (HSY) | 0.1 | $209k | 950.00 | 220.00 | |
Kellogg Company (K) | 0.1 | $209k | 3.0k | 69.57 | |
Sprott Physical Gold Tr Unit (PHYS) | 0.1 | $207k | 13k | 15.55 | |
Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $206k | 1.7k | 121.53 | |
Mettler-Toledo International (MTD) | 0.1 | $204k | 188.00 | 1085.11 | |
Otis Worldwide Corp (OTIS) | 0.1 | $203k | 3.2k | 63.96 | |
Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $203k | 3.5k | 58.50 | |
Novo-nordisk A S Adr (NVO) | 0.1 | $202k | 2.0k | 99.75 | |
Kla Corp Com New (KLAC) | 0.1 | $200k | 662.00 | 302.11 | |
Innovative Industria A (IIPR) | 0.1 | $197k | 2.2k | 88.58 | |
Wolfspeed (WOLF) | 0.1 | $194k | 1.9k | 103.41 | |
MetLife (MET) | 0.1 | $191k | 3.1k | 60.65 | |
Crown Castle Intl (CCI) | 0.1 | $191k | 1.3k | 144.70 | |
Us Bancorp Del Com New (USB) | 0.1 | $188k | 4.7k | 40.39 | |
Adobe Systems Incorporated (ADBE) | 0.1 | $188k | 683.00 | 275.26 | |
Truist Financial Corp equities (TFC) | 0.1 | $183k | 4.2k | 43.46 | |
Aon Shs Cl A (AON) | 0.1 | $182k | 680.00 | 267.65 | |
Duke Realty Corp Com New | 0.1 | $182k | 3.8k | 48.21 | |
Mondelez Intl Cl A (MDLZ) | 0.1 | $181k | 3.3k | 54.93 |