Tiemann Investment Advisors as of Dec. 31, 2022
Portfolio Holdings for Tiemann Investment Advisors
Tiemann Investment Advisors holds 191 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Ishares Tr Core Us Aggbd Et (AGG) | 7.0 | $12M | 124k | 96.99 | |
Apple (AAPL) | 5.7 | $9.8M | 75k | 129.93 | |
Microsoft Corporation (MSFT) | 4.7 | $8.0M | 33k | 239.82 | |
Ishares Tr Core Msci Eafe (IEFA) | 3.7 | $6.3M | 103k | 61.64 | |
Ishares Tr Core Total Usd (IUSB) | 3.3 | $5.7M | 126k | 44.93 | |
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 3.3 | $5.6M | 112k | 50.13 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.0 | $3.4M | 11k | 308.90 | |
Spdr Index Shs Fds Msci Acwi Exus (CWI) | 1.8 | $3.1M | 131k | 24.06 | |
JPMorgan Chase & Co. (JPM) | 1.6 | $2.8M | 21k | 134.10 | |
Oracle Corporation (ORCL) | 1.6 | $2.7M | 33k | 81.74 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 1.3 | $2.3M | 60k | 37.90 | |
Ishares Tr Sp Smcp600vl Etf (IJS) | 1.3 | $2.2M | 24k | 91.31 | |
Johnson & Johnson (JNJ) | 1.3 | $2.2M | 13k | 176.65 | |
Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $2.1M | 24k | 88.23 | |
Ishares Tr S&p Mc 400vl Etf (IJJ) | 1.2 | $2.0M | 20k | 100.80 | |
Abbvie (ABBV) | 1.1 | $1.9M | 12k | 161.61 | |
Flexshares Tr Iboxx 3r Targt (TDTT) | 1.1 | $1.8M | 77k | 23.52 | |
Cloudflare Cl A Com (NET) | 1.0 | $1.8M | 40k | 45.21 | |
Ishares Tr Core S&p Scp Etf (IJR) | 1.0 | $1.7M | 18k | 94.64 | |
Flexshares Tr Iboxx 5yr Trgt (TDTF) | 1.0 | $1.7M | 72k | 23.62 | |
Lowe's Companies (LOW) | 1.0 | $1.7M | 8.3k | 199.24 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.9 | $1.6M | 3.6k | 442.79 | |
Costco Wholesale Corporation (COST) | 0.9 | $1.6M | 3.4k | 456.50 | |
UnitedHealth (UNH) | 0.9 | $1.6M | 2.9k | 530.30 | |
Spdr Gold Tr Gold Shs (GLD) | 0.9 | $1.5M | 8.9k | 169.64 | |
Amazon (AMZN) | 0.9 | $1.5M | 18k | 84.00 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.9 | $1.5M | 6.1k | 241.89 | |
Ishares Tr S&P SML 600 GWT (IJT) | 0.9 | $1.5M | 14k | 108.08 | |
Allstate Corporation (ALL) | 0.8 | $1.4M | 11k | 135.60 | |
Microchip Technology (MCHP) | 0.8 | $1.4M | 20k | 70.25 | |
Ishares Tr S&p Mc 400gr Etf (IJK) | 0.8 | $1.4M | 20k | 68.30 | |
salesforce (CRM) | 0.7 | $1.3M | 9.6k | 132.59 | |
Alphabet Cap Stk Cl C (GOOG) | 0.7 | $1.3M | 14k | 88.73 | |
Visa Com Cl A (V) | 0.7 | $1.2M | 5.9k | 207.78 | |
Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.7 | $1.2M | 25k | 49.51 | |
Realty Income (O) | 0.7 | $1.2M | 19k | 63.43 | |
Ishares Tr Tips Bd Etf (TIP) | 0.7 | $1.2M | 11k | 106.44 | |
NVIDIA Corporation (NVDA) | 0.7 | $1.1M | 7.7k | 146.14 | |
Archer Daniels Midland Company (ADM) | 0.6 | $1.1M | 12k | 92.85 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $1.1M | 17k | 65.64 | |
Home Depot (HD) | 0.6 | $1.1M | 3.4k | 315.89 | |
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.6 | $1.0M | 14k | 75.28 | |
Ishares Tr Rus 1000 Etf (IWB) | 0.6 | $1.0M | 4.9k | 210.52 | |
Abbott Laboratories (ABT) | 0.6 | $1.0M | 9.3k | 109.79 | |
Spdr Ser Tr Portfolio Short (SPSB) | 0.6 | $1.0M | 34k | 29.38 | |
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) | 0.6 | $1.0M | 20k | 49.29 | |
Ishares Msci Jpn Etf New (EWJ) | 0.6 | $1.0M | 19k | 54.44 | |
Merck & Co (MRK) | 0.6 | $999k | 9.0k | 110.95 | |
Ishares Tr S&p 500 Val Etf (IVE) | 0.6 | $984k | 6.8k | 145.07 | |
Cisco Systems (CSCO) | 0.5 | $907k | 19k | 47.64 | |
Goldman Sachs Etf Tr Aces Ultra Shr (GSST) | 0.5 | $864k | 17k | 49.55 | |
Essex Property Trust (ESS) | 0.5 | $857k | 4.0k | 211.96 | |
Pfizer (PFE) | 0.5 | $805k | 16k | 51.24 | |
Raytheon Technologies Corp (RTX) | 0.5 | $803k | 8.0k | 100.92 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.5 | $791k | 14k | 58.50 | |
Intuitive Surgical Com New (ISRG) | 0.4 | $762k | 2.9k | 265.35 | |
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.4 | $739k | 7.0k | 105.44 | |
Discover Financial Services (DFS) | 0.4 | $736k | 7.5k | 97.83 | |
Caterpillar (CAT) | 0.4 | $727k | 3.0k | 239.56 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $723k | 1.9k | 384.21 | |
Equity Lifestyle Properties (ELS) | 0.4 | $714k | 11k | 64.60 | |
Eli Lilly & Co. (LLY) | 0.4 | $698k | 1.9k | 365.84 | |
Procter & Gamble Company (PG) | 0.4 | $685k | 4.5k | 151.57 | |
Albemarle Corporation (ALB) | 0.4 | $659k | 3.0k | 216.86 | |
Tesla Motors (TSLA) | 0.4 | $652k | 5.3k | 123.18 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $607k | 3.5k | 174.40 | |
Wal-Mart Stores (WMT) | 0.4 | $599k | 4.2k | 141.82 | |
McDonald's Corporation (MCD) | 0.3 | $593k | 2.2k | 263.53 | |
Union Pacific Corporation (UNP) | 0.3 | $574k | 2.8k | 207.07 | |
Ishares Tr Msci Uk Etf New (EWU) | 0.3 | $573k | 19k | 30.66 | |
Goldman Sachs (GS) | 0.3 | $572k | 1.7k | 343.38 | |
General Dynamics Corporation (GD) | 0.3 | $550k | 2.2k | 248.11 | |
Bank of America Corporation (BAC) | 0.3 | $544k | 16k | 33.12 | |
Starbucks Corporation (SBUX) | 0.3 | $541k | 5.5k | 99.20 | |
Intel Corporation (INTC) | 0.3 | $533k | 20k | 26.43 | |
Deere & Company (DE) | 0.3 | $528k | 1.2k | 428.76 | |
Alps Etf Tr Alerian Mlp (AMLP) | 0.3 | $525k | 14k | 38.07 | |
Air Products & Chemicals (APD) | 0.3 | $519k | 1.7k | 308.44 | |
Colgate-Palmolive Company (CL) | 0.3 | $512k | 6.5k | 78.79 | |
Walt Disney Company (DIS) | 0.3 | $505k | 5.8k | 86.88 | |
Honeywell International (HON) | 0.3 | $496k | 2.3k | 214.30 | |
Emerson Electric (EMR) | 0.3 | $492k | 5.1k | 96.06 | |
Genuine Parts Company (GPC) | 0.3 | $490k | 2.8k | 173.51 | |
Cummins (CMI) | 0.3 | $481k | 2.0k | 242.29 | |
Duke Energy Corp Com New (DUK) | 0.3 | $477k | 4.6k | 102.99 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $473k | 1.2k | 382.43 | |
Applied Materials (AMAT) | 0.3 | $473k | 4.9k | 97.38 | |
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.3 | $467k | 5.8k | 81.17 | |
Comcast Corp Cl A (CMCSA) | 0.3 | $462k | 13k | 34.97 | |
Prologis (PLD) | 0.3 | $442k | 3.9k | 112.73 | |
American Tower Reit (AMT) | 0.3 | $440k | 2.1k | 211.90 | |
Linde SHS | 0.3 | $437k | 1.3k | 326.18 | |
RBB Motley Fool Sml (TMFS) | 0.3 | $436k | 18k | 24.45 | |
Fiserv (FI) | 0.3 | $435k | 4.3k | 101.07 | |
Polaris Industries (PII) | 0.3 | $433k | 4.3k | 101.00 | |
Coca-Cola Company (KO) | 0.3 | $433k | 6.8k | 63.61 | |
Keysight Technologies (KEYS) | 0.3 | $431k | 2.5k | 171.09 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $424k | 11k | 38.98 | |
D.R. Horton (DHI) | 0.2 | $413k | 4.6k | 89.14 | |
Kimberly-Clark Corporation (KMB) | 0.2 | $413k | 3.0k | 135.75 | |
Morgan Stanley Com New (MS) | 0.2 | $412k | 4.9k | 85.02 | |
Franco-Nevada Corporation (FNV) | 0.2 | $408k | 3.0k | 136.48 | |
Sandstorm Gold Com New (SAND) | 0.2 | $406k | 77k | 5.26 | |
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $399k | 9.9k | 40.51 | |
Synopsys (SNPS) | 0.2 | $399k | 1.2k | 319.29 | |
Pepsi (PEP) | 0.2 | $393k | 2.2k | 180.66 | |
Constellation Brands Cl A (STZ) | 0.2 | $386k | 1.7k | 231.75 | |
Nextera Energy (NEE) | 0.2 | $375k | 4.5k | 83.60 | |
Marriott Intl Cl A (MAR) | 0.2 | $374k | 2.5k | 148.92 | |
International Business Machines (IBM) | 0.2 | $367k | 2.6k | 140.89 | |
Royal Gold (RGLD) | 0.2 | $365k | 3.2k | 112.73 | |
Thermo Fisher Scientific (TMO) | 0.2 | $363k | 659.00 | 550.69 | |
Flaherty & Crumrine/Claymore Preferred S (FFC) | 0.2 | $363k | 24k | 15.02 | |
At&t (T) | 0.2 | $361k | 20k | 18.41 | |
Intuit (INTU) | 0.2 | $360k | 926.00 | 389.22 | |
FedEx Corporation (FDX) | 0.2 | $352k | 2.0k | 173.25 | |
Netflix (NFLX) | 0.2 | $349k | 1.2k | 294.88 | |
Exelon Corporation (EXC) | 0.2 | $347k | 8.0k | 43.23 | |
Eastman Chemical Company (EMN) | 0.2 | $345k | 4.2k | 81.44 | |
Constellation Energy (CEG) | 0.2 | $339k | 3.9k | 86.21 | |
Amgen (AMGN) | 0.2 | $337k | 1.3k | 262.64 | |
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $331k | 3.3k | 99.56 | |
Broadcom (AVGO) | 0.2 | $330k | 590.00 | 559.13 | |
CSX Corporation (CSX) | 0.2 | $324k | 11k | 30.98 | |
Bristol Myers Squibb (BMY) | 0.2 | $322k | 4.5k | 71.95 | |
Sherwin-Williams Company (SHW) | 0.2 | $320k | 1.3k | 237.33 | |
Texas Instruments Incorporated (TXN) | 0.2 | $316k | 1.9k | 165.22 | |
Ishares Msci France Etf (EWQ) | 0.2 | $313k | 9.5k | 33.12 | |
Ishares Msci Netherl Etf (EWN) | 0.2 | $312k | 8.4k | 37.24 | |
American Express Company (AXP) | 0.2 | $311k | 2.1k | 147.75 | |
Walgreen Boots Alliance (WBA) | 0.2 | $307k | 8.2k | 37.36 | |
Reaves Util Income Com Sh Ben Int (UTG) | 0.2 | $305k | 11k | 28.27 | |
Nike CL B (NKE) | 0.2 | $301k | 2.6k | 117.03 | |
4068594 Enphase Energy (ENPH) | 0.2 | $301k | 1.1k | 264.96 | |
Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) | 0.2 | $293k | 3.7k | 79.84 | |
American Electric Power Company (AEP) | 0.2 | $293k | 3.1k | 94.95 | |
Mastercard Incorporated Cl A (MA) | 0.2 | $293k | 842.00 | 347.73 | |
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $289k | 6.5k | 44.82 | |
Abb Sponsored Adr (ABBNY) | 0.2 | $287k | 9.4k | 30.46 | |
CVS Caremark Corporation (CVS) | 0.2 | $284k | 3.0k | 93.19 | |
Travelers Companies (TRV) | 0.2 | $283k | 1.5k | 187.49 | |
Verizon Communications (VZ) | 0.2 | $281k | 7.1k | 39.40 | |
Chevron Corporation (CVX) | 0.2 | $278k | 1.6k | 179.49 | |
Kla Corp Com New (KLAC) | 0.2 | $278k | 737.00 | 377.03 | |
Laboratory Corp Amer Hldgs Com New | 0.2 | $275k | 1.2k | 235.61 | |
Fmc Corp Com New (FMC) | 0.2 | $275k | 2.2k | 124.80 | |
Novo-nordisk A S Adr (NVO) | 0.2 | $274k | 2.0k | 135.34 | |
BlackRock | 0.2 | $274k | 386.00 | 708.63 | |
Mettler-Toledo International (MTD) | 0.2 | $272k | 188.00 | 1445.45 | |
Brown Forman Corp CL B (BF.B) | 0.2 | $266k | 4.0k | 65.69 | |
General Motors Company (GM) | 0.2 | $265k | 7.9k | 33.64 | |
Boeing Company (BA) | 0.2 | $265k | 1.4k | 190.49 | |
Carrier Global Corporation (CARR) | 0.2 | $263k | 6.4k | 41.25 | |
Cardinal Health (CAH) | 0.2 | $261k | 3.4k | 76.87 | |
Edison International (EIX) | 0.1 | $255k | 4.0k | 63.62 | |
Rockwell Automation (ROK) | 0.1 | $254k | 987.00 | 257.66 | |
Adobe Systems Incorporated (ADBE) | 0.1 | $246k | 731.00 | 336.84 | |
Fifth Third Ban (FITB) | 0.1 | $246k | 7.5k | 32.81 | |
Tractor Supply Company (TSCO) | 0.1 | $243k | 1.1k | 224.97 | |
Otis Worldwide Corp (OTIS) | 0.1 | $243k | 3.1k | 78.31 | |
Hp (HPQ) | 0.1 | $242k | 9.0k | 26.87 | |
Pimco Etf Tr Enhancd Short (EMNT) | 0.1 | $242k | 2.5k | 96.90 | |
Ishares Msci Germany Etf (EWG) | 0.1 | $240k | 9.7k | 24.73 | |
MetLife (MET) | 0.1 | $239k | 3.3k | 72.37 | |
Sprott Physical Gold Tr Unit (PHYS) | 0.1 | $239k | 13k | 17.93 | |
Zoetis Cl A (ZTS) | 0.1 | $235k | 1.6k | 146.55 | |
United Parcel Service CL B (UPS) | 0.1 | $234k | 1.3k | 173.84 | |
Ishares Msci Cda Etf (EWC) | 0.1 | $230k | 7.0k | 32.73 | |
Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $229k | 1.7k | 135.25 | |
Hershey Company (HSY) | 0.1 | $229k | 990.00 | 231.57 | |
Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $229k | 3.5k | 66.03 | |
Innovative Industria A (IIPR) | 0.1 | $227k | 2.2k | 101.37 | |
General Mills (GIS) | 0.1 | $227k | 2.7k | 83.85 | |
Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $226k | 7.9k | 28.66 | |
Regeneron Pharmaceuticals (REGN) | 0.1 | $224k | 310.00 | 721.49 | |
McKesson Corporation (MCK) | 0.1 | $223k | 595.00 | 375.12 | |
Paychex (PAYX) | 0.1 | $220k | 1.9k | 115.56 | |
Agilent Technologies Inc C ommon (A) | 0.1 | $220k | 1.5k | 149.65 | |
Cadence Design Systems (CDNS) | 0.1 | $218k | 1.4k | 160.64 | |
Kellogg Company (K) | 0.1 | $214k | 3.0k | 71.24 | |
SYSCO Corporation (SYY) | 0.1 | $214k | 2.8k | 76.45 | |
J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $211k | 3.9k | 54.49 | |
Biogen | 0.1 | $204k | 735.00 | 276.92 | |
Mondelez Intl Cl A (MDLZ) | 0.1 | $203k | 3.0k | 66.65 | |
Gilead Sciences (GILD) | 0.1 | $200k | 2.3k | 85.85 | |
Danaher Corporation (DHR) | 0.1 | $199k | 750.00 | 265.42 | |
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $197k | 4.4k | 45.15 | |
Norfolk Southern (NSC) | 0.1 | $196k | 797.00 | 246.42 | |
Quest Diagnostics Incorporated (DGX) | 0.1 | $196k | 1.3k | 156.44 | |
Fair Isaac Corporation (FICO) | 0.1 | $196k | 327.00 | 598.58 | |
Digital Realty Trust (DLR) | 0.1 | $190k | 1.9k | 100.27 |