Tiemann Investment Advisors as of March 31, 2023
Portfolio Holdings for Tiemann Investment Advisors
Tiemann Investment Advisors holds 190 positions in its portfolio as reported in the March 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Ishares Tr Core Us Aggbd Et (AGG) | 6.9 | $13M | 126k | 99.64 | |
Apple (AAPL) | 6.7 | $12M | 74k | 164.90 | |
Microsoft Corporation (MSFT) | 5.2 | $9.6M | 33k | 288.30 | |
Ishares Tr Core Msci Eafe (IEFA) | 4.0 | $7.4M | 110k | 66.85 | |
Ishares Tr Core Total Usd (IUSB) | 3.6 | $6.6M | 143k | 46.15 | |
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 3.2 | $5.8M | 115k | 50.32 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.9 | $3.4M | 11k | 308.77 | |
Spdr Index Shs Fds Msci Acwi Exus (CWI) | 1.9 | $3.4M | 133k | 25.73 | |
Oracle Corporation (ORCL) | 1.7 | $3.0M | 33k | 92.92 | |
JPMorgan Chase & Co. (JPM) | 1.4 | $2.5M | 19k | 130.31 | |
Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $2.4M | 24k | 103.73 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 1.3 | $2.3M | 59k | 39.46 | |
Cloudflare Cl A Com (NET) | 1.3 | $2.3M | 38k | 61.66 | |
Ishares Tr Sp Smcp600vl Etf (IJS) | 1.2 | $2.3M | 24k | 93.59 | |
NVIDIA Corporation (NVDA) | 1.2 | $2.2M | 7.9k | 277.77 | |
Ishares Tr S&p Mc 400vl Etf (IJJ) | 1.1 | $2.0M | 19k | 102.77 | |
salesforce (CRM) | 1.1 | $1.9M | 9.8k | 199.78 | |
Johnson & Johnson (JNJ) | 1.0 | $1.9M | 12k | 155.00 | |
Abbvie (ABBV) | 1.0 | $1.8M | 12k | 159.37 | |
Ishares Tr Core S&p Scp Etf (IJR) | 1.0 | $1.8M | 19k | 96.70 | |
Flexshares Tr Iboxx 3r Targt (TDTT) | 1.0 | $1.8M | 75k | 24.17 | |
Amazon (AMZN) | 0.9 | $1.7M | 17k | 103.29 | |
Flexshares Tr Iboxx 5yr Trgt (TDTF) | 0.9 | $1.7M | 70k | 24.49 | |
Lowe's Companies (LOW) | 0.9 | $1.7M | 8.4k | 199.97 | |
Costco Wholesale Corporation (COST) | 0.9 | $1.7M | 3.4k | 496.87 | |
Spdr Gold Tr Gold Shs (GLD) | 0.9 | $1.6M | 8.9k | 183.22 | |
Goldman Sachs Etf Tr Aces Ultra Shr (GSST) | 0.9 | $1.6M | 33k | 49.94 | |
Microchip Technology (MCHP) | 0.9 | $1.6M | 19k | 83.78 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.9 | $1.6M | 3.4k | 458.41 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.8 | $1.5M | 6.0k | 250.16 | |
Ishares Tr S&P SML 600 GWT (IJT) | 0.8 | $1.5M | 14k | 109.95 | |
Alphabet Cap Stk Cl C (GOOG) | 0.8 | $1.5M | 14k | 104.00 | |
Ishares Tr S&p Mc 400gr Etf (IJK) | 0.8 | $1.4M | 20k | 71.51 | |
UnitedHealth (UNH) | 0.7 | $1.4M | 2.9k | 472.70 | |
Visa Com Cl A (V) | 0.7 | $1.3M | 5.9k | 225.49 | |
Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.7 | $1.3M | 25k | 51.28 | |
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) | 0.7 | $1.2M | 25k | 50.48 | |
Ishares Tr Tips Bd Etf (TIP) | 0.7 | $1.2M | 11k | 110.25 | |
Allstate Corporation (ALL) | 0.6 | $1.2M | 11k | 110.81 | |
Realty Income (O) | 0.6 | $1.1M | 18k | 63.32 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $1.1M | 16k | 71.52 | |
Ishares Tr Rus 1000 Etf (IWB) | 0.6 | $1.1M | 4.9k | 225.23 | |
Ishares Msci Jpn Etf New (EWJ) | 0.6 | $1.0M | 18k | 58.69 | |
Ishares Tr S&p 500 Val Etf (IVE) | 0.6 | $1.0M | 6.8k | 151.76 | |
Tesla Motors (TSLA) | 0.6 | $1.0M | 4.9k | 207.46 | |
Cisco Systems (CSCO) | 0.5 | $1.0M | 19k | 52.27 | |
Home Depot (HD) | 0.5 | $997k | 3.4k | 295.15 | |
Merck & Co (MRK) | 0.5 | $967k | 9.1k | 106.39 | |
Abbott Laboratories (ABT) | 0.5 | $959k | 9.5k | 101.26 | |
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.5 | $861k | 11k | 76.49 | |
Essex Property Trust (ESS) | 0.5 | $846k | 4.0k | 209.18 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.5 | $832k | 13k | 63.89 | |
Archer Daniels Midland Company (ADM) | 0.4 | $815k | 10k | 79.66 | |
Spdr Ser Tr Portfolio Short (SPSB) | 0.4 | $791k | 27k | 29.63 | |
Raytheon Technologies Corp (RTX) | 0.4 | $779k | 8.0k | 97.93 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $769k | 1.9k | 411.08 | |
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.4 | $768k | 7.0k | 109.62 | |
Discover Financial Services (DFS) | 0.4 | $755k | 7.6k | 98.84 | |
Equity Lifestyle Properties (ELS) | 0.4 | $742k | 11k | 67.13 | |
Intuitive Surgical Com New (ISRG) | 0.4 | $733k | 2.9k | 255.47 | |
Caterpillar (CAT) | 0.4 | $732k | 3.2k | 228.84 | |
Albemarle Corporation (ALB) | 0.4 | $686k | 3.1k | 221.04 | |
Eli Lilly & Co. (LLY) | 0.4 | $684k | 2.0k | 343.42 | |
Procter & Gamble Company (PG) | 0.4 | $648k | 4.4k | 148.70 | |
Intel Corporation (INTC) | 0.4 | $645k | 20k | 32.67 | |
Wal-Mart Stores (WMT) | 0.3 | $631k | 4.3k | 147.48 | |
McDonald's Corporation (MCD) | 0.3 | $629k | 2.2k | 279.61 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $622k | 3.5k | 178.44 | |
Applied Materials (AMAT) | 0.3 | $603k | 4.9k | 122.83 | |
Pfizer (PFE) | 0.3 | $596k | 15k | 40.80 | |
Walt Disney Company (DIS) | 0.3 | $595k | 5.9k | 100.13 | |
Starbucks Corporation (SBUX) | 0.3 | $548k | 5.3k | 104.13 | |
Union Pacific Corporation (UNP) | 0.3 | $541k | 2.7k | 201.26 | |
Prologis (PLD) | 0.3 | $539k | 4.3k | 124.77 | |
Ishares Tr Msci Uk Etf New (EWU) | 0.3 | $538k | 17k | 32.26 | |
Alps Etf Tr Alerian Mlp (AMLP) | 0.3 | $533k | 14k | 38.65 | |
Goldman Sachs (GS) | 0.3 | $527k | 1.6k | 327.11 | |
Deere & Company (DE) | 0.3 | $519k | 1.3k | 412.88 | |
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.3 | $514k | 6.3k | 82.16 | |
D.R. Horton (DHI) | 0.3 | $512k | 5.2k | 97.69 | |
FedEx Corporation (FDX) | 0.3 | $509k | 2.2k | 228.55 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $506k | 1.2k | 409.39 | |
Fiserv (FI) | 0.3 | $503k | 4.5k | 113.03 | |
Comcast Corp Cl A (CMCSA) | 0.3 | $501k | 13k | 37.91 | |
General Dynamics Corporation (GD) | 0.3 | $488k | 2.1k | 228.21 | |
Colgate-Palmolive Company (CL) | 0.3 | $488k | 6.5k | 75.15 | |
Air Products & Chemicals (APD) | 0.3 | $484k | 1.7k | 287.36 | |
Cummins (CMI) | 0.3 | $478k | 2.0k | 238.88 | |
Polaris Industries (PII) | 0.3 | $475k | 4.3k | 110.63 | |
Genuine Parts Company (GPC) | 0.3 | $473k | 2.8k | 167.31 | |
Synopsys (SNPS) | 0.2 | $456k | 1.2k | 386.25 | |
Linde SHS (LIN) | 0.2 | $454k | 1.3k | 355.44 | |
Intuit (INTU) | 0.2 | $451k | 1.0k | 445.83 | |
Sandstorm Gold Com New (SAND) | 0.2 | $449k | 77k | 5.81 | |
RBB Motley Fool Sml (TMFS) | 0.2 | $448k | 17k | 26.69 | |
Honeywell International (HON) | 0.2 | $442k | 2.3k | 191.12 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $440k | 11k | 40.40 | |
Duke Energy Corp Com New (DUK) | 0.2 | $438k | 4.5k | 96.47 | |
Franco-Nevada Corporation (FNV) | 0.2 | $436k | 3.0k | 145.80 | |
Royal Gold (RGLD) | 0.2 | $434k | 3.3k | 129.73 | |
Bank of America Corporation (BAC) | 0.2 | $433k | 15k | 28.60 | |
Emerson Electric (EMR) | 0.2 | $429k | 4.9k | 87.14 | |
Broadcom (AVGO) | 0.2 | $425k | 663.00 | 641.54 | |
American Tower Reit (AMT) | 0.2 | $425k | 2.1k | 204.36 | |
Netflix (NFLX) | 0.2 | $424k | 1.2k | 345.48 | |
Morgan Stanley Com New (MS) | 0.2 | $420k | 4.8k | 87.80 | |
Coca-Cola Company (KO) | 0.2 | $419k | 6.8k | 62.03 | |
Marriott Intl Cl A (MAR) | 0.2 | $417k | 2.5k | 166.05 | |
Keysight Technologies (KEYS) | 0.2 | $414k | 2.6k | 161.50 | |
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $411k | 9.8k | 41.93 | |
Kimberly-Clark Corporation (KMB) | 0.2 | $401k | 3.0k | 134.22 | |
At&t (T) | 0.2 | $393k | 20k | 19.25 | |
Pepsi (PEP) | 0.2 | $391k | 2.1k | 182.30 | |
Constellation Brands Cl A (STZ) | 0.2 | $387k | 1.7k | 225.89 | |
Thermo Fisher Scientific (TMO) | 0.2 | $380k | 659.00 | 576.37 | |
Verizon Communications (VZ) | 0.2 | $363k | 9.3k | 38.89 | |
American Express Company (AXP) | 0.2 | $361k | 2.2k | 164.95 | |
Texas Instruments Incorporated (TXN) | 0.2 | $358k | 1.9k | 186.01 | |
Ishares Msci France Etf (EWQ) | 0.2 | $357k | 9.5k | 37.80 | |
Eastman Chemical Company (EMN) | 0.2 | $357k | 4.2k | 84.34 | |
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $354k | 3.3k | 106.37 | |
Ishares Msci Netherl Etf (EWN) | 0.2 | $353k | 8.4k | 42.20 | |
Nextera Energy (NEE) | 0.2 | $339k | 4.4k | 77.08 | |
Exelon Corporation (EXC) | 0.2 | $338k | 8.1k | 41.89 | |
International Business Machines (IBM) | 0.2 | $332k | 2.5k | 131.09 | |
Nike CL B (NKE) | 0.2 | $328k | 2.7k | 122.66 | |
Abb Sponsored Adr (ABBNY) | 0.2 | $323k | 9.4k | 34.30 | |
Novo-nordisk A S Adr (NVO) | 0.2 | $322k | 2.0k | 159.14 | |
Amgen (AMGN) | 0.2 | $313k | 1.3k | 241.75 | |
Constellation Energy (CEG) | 0.2 | $311k | 4.0k | 78.50 | |
Bristol Myers Squibb (BMY) | 0.2 | $311k | 4.5k | 69.31 | |
Flaherty & Crumrine/Claymore Preferred S (FFC) | 0.2 | $309k | 22k | 13.84 | |
Mastercard Incorporated Cl A (MA) | 0.2 | $306k | 842.00 | 363.41 | |
Adobe Systems Incorporated (ADBE) | 0.2 | $306k | 793.00 | 385.69 | |
CSX Corporation (CSX) | 0.2 | $306k | 10k | 29.94 | |
Mettler-Toledo International (MTD) | 0.2 | $303k | 198.00 | 1530.21 | |
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $301k | 6.3k | 47.86 | |
Kla Corp Com New (KLAC) | 0.2 | $300k | 752.00 | 399.17 | |
Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) | 0.2 | $298k | 3.7k | 81.06 | |
Boeing Company (BA) | 0.2 | $296k | 1.4k | 212.43 | |
Sherwin-Williams Company (SHW) | 0.2 | $294k | 1.3k | 224.77 | |
Carrier Global Corporation (CARR) | 0.2 | $292k | 6.4k | 45.75 | |
Rockwell Automation (ROK) | 0.2 | $290k | 987.00 | 293.55 | |
Hershey Company (HSY) | 0.2 | $287k | 1.1k | 254.41 | |
General Motors Company (GM) | 0.2 | $287k | 7.8k | 36.68 | |
Cadence Design Systems (CDNS) | 0.2 | $285k | 1.4k | 210.09 | |
Walgreen Boots Alliance (WBA) | 0.2 | $284k | 8.2k | 34.58 | |
Edison International (EIX) | 0.2 | $283k | 4.0k | 70.59 | |
American Electric Power Company (AEP) | 0.2 | $281k | 3.1k | 90.99 | |
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $280k | 8.0k | 34.80 | |
Reaves Util Income Com Sh Ben Int (UTG) | 0.2 | $279k | 9.8k | 28.38 | |
Fmc Corp Com New (FMC) | 0.1 | $269k | 2.2k | 122.13 | |
Laboratory Corp Amer Hldgs Com New | 0.1 | $268k | 1.2k | 229.55 | |
J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $268k | 4.9k | 54.60 | |
Hp (HPQ) | 0.1 | $265k | 9.0k | 29.35 | |
Ishares Msci Germany Etf (EWG) | 0.1 | $264k | 9.3k | 28.46 | |
Otis Worldwide Corp (OTIS) | 0.1 | $262k | 3.1k | 84.40 | |
Brown Forman Corp CL B (BF.B) | 0.1 | $259k | 4.0k | 64.29 | |
BlackRock | 0.1 | $258k | 386.00 | 669.12 | |
Zoetis Cl A (ZTS) | 0.1 | $258k | 1.6k | 166.44 | |
Advanced Micro Devices (AMD) | 0.1 | $258k | 2.6k | 98.01 | |
Cardinal Health (CAH) | 0.1 | $256k | 3.4k | 75.50 | |
Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $255k | 7.9k | 32.35 | |
Sprott Physical Gold Tr Unit (PHYS) | 0.1 | $252k | 13k | 18.91 | |
United Parcel Service CL B (UPS) | 0.1 | $251k | 1.3k | 193.99 | |
Regeneron Pharmaceuticals (REGN) | 0.1 | $251k | 305.00 | 821.67 | |
Travelers Companies (TRV) | 0.1 | $249k | 1.5k | 171.41 | |
Pimco Etf Tr Enhancd Short (EMNT) | 0.1 | $244k | 2.5k | 97.69 | |
Tractor Supply Company (TSCO) | 0.1 | $242k | 1.0k | 235.04 | |
Ishares Msci Cda Etf (EWC) | 0.1 | $240k | 7.0k | 34.18 | |
General Mills (GIS) | 0.1 | $238k | 2.8k | 85.46 | |
Fair Isaac Corporation (FICO) | 0.1 | $237k | 337.00 | 702.69 | |
Chevron Corporation (CVX) | 0.1 | $237k | 1.5k | 163.16 | |
First Solar (FSLR) | 0.1 | $232k | 1.1k | 217.50 | |
CVS Caremark Corporation (CVS) | 0.1 | $227k | 3.0k | 74.31 | |
Mondelez Intl Cl A (MDLZ) | 0.1 | $223k | 3.2k | 69.72 | |
Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $223k | 1.7k | 134.08 | |
Paychex (PAYX) | 0.1 | $221k | 1.9k | 114.59 | |
McKesson Corporation (MCK) | 0.1 | $217k | 610.00 | 356.05 | |
Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $214k | 2.3k | 91.24 | |
Agilent Technologies Inc C ommon (A) | 0.1 | $214k | 1.5k | 138.34 | |
Parker-Hannifin Corporation (PH) | 0.1 | $213k | 635.00 | 336.11 | |
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $211k | 4.4k | 48.37 | |
SYSCO Corporation (SYY) | 0.1 | $204k | 2.6k | 77.23 | |
Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $201k | 3.1k | 65.59 | |
Kellogg Company (K) | 0.1 | $201k | 3.0k | 66.96 | |
Biogen Idec (BIIB) | 0.1 | $200k | 720.00 | 278.03 | |
Gilead Sciences (GILD) | 0.1 | $198k | 2.4k | 82.97 | |
Fifth Third Ban (FITB) | 0.1 | $195k | 7.3k | 26.64 | |
MetLife (MET) | 0.1 | $191k | 3.3k | 57.94 |