Tiemann Investment Advisors

Tiemann Investment Advisors as of June 30, 2023

Portfolio Holdings for Tiemann Investment Advisors

Tiemann Investment Advisors holds 192 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 7.1 $14M 72k 193.97
Ishares Tr Core Us Aggbd Et (AGG) 6.4 $13M 128k 97.95
Microsoft Corporation (MSFT) 5.6 $11M 32k 340.54
Ishares Tr Core Msci Eafe (IEFA) 4.0 $7.9M 117k 67.50
Ishares Tr Core Total Usd (IUSB) 3.9 $7.7M 169k 45.47
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 3.3 $6.4M 128k 50.14
Oracle Corporation (ORCL) 2.0 $3.8M 32k 119.09
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.9 $3.8M 11k 341.00
Spdr Index Shs Fds Msci Acwi Exus (CWI) 1.7 $3.4M 131k 26.13
NVIDIA Corporation (NVDA) 1.6 $3.2M 7.5k 423.02
JPMorgan Chase & Co. (JPM) 1.4 $2.8M 20k 145.44
Alphabet Cap Stk Cl A (GOOGL) 1.4 $2.8M 24k 119.70
Goldman Sachs Etf Tr Aces Ultra Shr (GSST) 1.3 $2.6M 53k 49.90
Ishares Tr Msci Emg Mkt Etf (EEM) 1.2 $2.4M 60k 39.56
Amazon (AMZN) 1.2 $2.3M 18k 130.36
Cloudflare Cl A Com (NET) 1.2 $2.3M 36k 65.37
Ishares Tr Sp Smcp600vl Etf (IJS) 1.1 $2.2M 23k 95.09
Ishares Tr S&p Mc 400vl Etf (IJJ) 1.1 $2.2M 20k 107.13
salesforce (CRM) 1.1 $2.1M 10k 211.26
Ishares Tr Core S&p Scp Etf (IJR) 1.0 $2.1M 21k 99.65
Johnson & Johnson (JNJ) 1.0 $2.0M 12k 165.52
Lowe's Companies (LOW) 1.0 $1.9M 8.3k 225.70
Costco Wholesale Corporation (COST) 0.9 $1.8M 3.3k 538.38
Microchip Technology (MCHP) 0.9 $1.7M 19k 89.59
Alphabet Cap Stk Cl C (GOOG) 0.9 $1.7M 14k 120.97
Flexshares Tr Iboxx 3r Targt (TDTT) 0.9 $1.7M 73k 23.53
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.8 $1.6M 3.4k 478.91
Ishares Tr Core S&p Mcp Etf (IJH) 0.8 $1.6M 6.2k 261.48
Ishares Tr S&P SML 600 GWT (IJT) 0.8 $1.6M 14k 114.94
Spdr Gold Tr Gold Shs (GLD) 0.8 $1.6M 8.9k 178.27
Flexshares Tr Iboxx 5yr Trgt (TDTF) 0.8 $1.6M 66k 23.68
Ishares Tr S&p Mc 400gr Etf (IJK) 0.8 $1.5M 20k 75.00
Abbvie (ABBV) 0.8 $1.5M 11k 134.73
UnitedHealth (UNH) 0.7 $1.4M 2.9k 480.75
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) 0.7 $1.4M 27k 50.49
Visa Com Cl A (V) 0.7 $1.3M 5.6k 237.51
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.7 $1.3M 26k 50.57
Ishares Tr S&p 500 Val Etf (IVE) 0.6 $1.2M 7.5k 161.19
Tesla Motors (TSLA) 0.6 $1.2M 4.6k 261.77
Ishares Tr Rus 1000 Etf (IWB) 0.6 $1.2M 4.9k 243.74
Ishares Tr Tips Bd Etf (TIP) 0.6 $1.2M 11k 107.62
Ishares Tr Msci Eafe Etf (EFA) 0.6 $1.1M 16k 72.50
Allstate Corporation (ALL) 0.6 $1.1M 10k 109.04
Ishares Msci Jpn Etf New (EWJ) 0.5 $1.0M 17k 61.90
Abbott Laboratories (ABT) 0.5 $1.0M 9.5k 109.02
Merck & Co (MRK) 0.5 $1.0M 8.9k 115.39
Home Depot (HD) 0.5 $1.0M 3.3k 310.67
Cisco Systems (CSCO) 0.5 $999k 19k 51.74
Intuitive Surgical Com New (ISRG) 0.5 $963k 2.8k 341.94
Realty Income (O) 0.5 $958k 16k 59.79
Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $956k 14k 70.48
Essex Property Trust (ESS) 0.5 $942k 4.0k 234.34
Eli Lilly & Co. (LLY) 0.5 $939k 2.0k 468.98
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $850k 11k 75.57
Ishares Tr Core S&p500 Etf (IVV) 0.4 $830k 1.9k 445.71
Caterpillar (CAT) 0.4 $821k 3.3k 246.05
Applied Materials (AMAT) 0.4 $802k 5.5k 144.54
Spdr Ser Tr Portfolio Short (SPSB) 0.4 $786k 27k 29.44
Raytheon Technologies Corp (RTX) 0.4 $781k 8.0k 97.96
Discover Financial Services (DFS) 0.4 $776k 6.6k 116.85
Archer Daniels Midland Company (ADM) 0.4 $762k 10k 75.56
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.4 $757k 7.0k 108.15
Equity Lifestyle Properties (ELS) 0.4 $740k 11k 66.89
Albemarle Corporation (ALB) 0.3 $687k 3.1k 223.09
Procter & Gamble Company (PG) 0.3 $667k 4.4k 151.75
McDonald's Corporation (MCD) 0.3 $662k 2.2k 298.41
Wal-Mart Stores (WMT) 0.3 $656k 4.2k 157.21
D.R. Horton (DHI) 0.3 $653k 5.4k 121.69
Intel Corporation (INTC) 0.3 $635k 19k 33.44
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $633k 1.4k 443.28
Ishares Tr Russell 2000 Etf (IWM) 0.3 $606k 3.2k 187.28
Deere & Company (DE) 0.3 $577k 1.4k 405.19
Fiserv (FI) 0.3 $564k 4.5k 126.15
Broadcom (AVGO) 0.3 $564k 650.00 867.43
Comcast Corp Cl A (CMCSA) 0.3 $562k 14k 41.55
Union Pacific Corporation (UNP) 0.3 $555k 2.7k 204.62
Goldman Sachs (GS) 0.3 $554k 1.7k 322.54
FedEx Corporation (FDX) 0.3 $552k 2.2k 247.97
Netflix (NFLX) 0.3 $552k 1.3k 440.49
Starbucks Corporation (SBUX) 0.3 $542k 5.5k 99.06
Prologis (PLD) 0.3 $523k 4.3k 122.63
Walt Disney Company (DIS) 0.3 $521k 5.8k 89.28
Polaris Industries (PII) 0.3 $519k 4.3k 120.93
Pfizer (PFE) 0.3 $507k 14k 36.68
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $507k 6.3k 81.08
Air Products & Chemicals (APD) 0.3 $505k 1.7k 299.69
Ishares Tr Msci Uk Etf New (EWU) 0.3 $501k 16k 32.35
Colgate-Palmolive Company (CL) 0.2 $481k 6.2k 77.04
Genuine Parts Company (GPC) 0.2 $478k 2.8k 169.23
Honeywell International (HON) 0.2 $473k 2.3k 207.50
Cummins (CMI) 0.2 $472k 1.9k 245.16
Synopsys (SNPS) 0.2 $464k 1.1k 435.41
General Dynamics Corporation (GD) 0.2 $460k 2.1k 215.15
Pacific Biosciences of California (PACB) 0.2 $452k 34k 13.30
Marriott Intl Cl A (MAR) 0.2 $452k 2.5k 183.74
Intuit (INTU) 0.2 $447k 976.00 458.19
Alps Etf Tr Alerian Mlp (AMLP) 0.2 $443k 11k 39.21
Keysight Technologies (KEYS) 0.2 $439k 2.6k 167.45
Emerson Electric (EMR) 0.2 $438k 4.8k 90.39
Linde SHS (LIN) 0.2 $437k 1.1k 381.08
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $430k 9.8k 43.80
Duke Energy Corp Com New (DUK) 0.2 $429k 4.8k 89.74
Morgan Stanley Com New (MS) 0.2 $424k 5.0k 85.40
Constellation Brands Cl A (STZ) 0.2 $422k 1.7k 246.13
RBB Motley Fool Sml (TMFS) 0.2 $422k 15k 28.73
Kimberly-Clark Corporation (KMB) 0.2 $413k 3.0k 138.06
Coca-Cola Company (KO) 0.2 $407k 6.8k 60.22
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $403k 9.9k 40.68
Royal Gold (RGLD) 0.2 $401k 3.5k 114.81
American Tower Reit (AMT) 0.2 $399k 2.1k 193.98
Bank of America Corporation (BAC) 0.2 $398k 14k 28.69
Franco-Nevada Corporation (FNV) 0.2 $398k 2.8k 142.60
Pepsi (PEP) 0.2 $391k 2.1k 185.22
American Express Company (AXP) 0.2 $386k 2.2k 174.20
Adobe Systems Incorporated (ADBE) 0.2 $381k 780.00 488.99
Sandstorm Gold Com New (SAND) 0.2 $377k 74k 5.12
Constellation Energy (CEG) 0.2 $374k 4.1k 91.55
Ishares Msci France Etf (EWQ) 0.2 $360k 9.4k 38.53
Ishares Msci Netherl Etf (EWN) 0.2 $358k 8.3k 43.28
Nike CL B (NKE) 0.2 $358k 3.2k 110.38
Eastman Chemical Company (EMN) 0.2 $355k 4.2k 83.72
Kla Corp Com New (KLAC) 0.2 $350k 722.00 485.02
Texas Instruments Incorporated (TXN) 0.2 $347k 1.9k 180.02
Verizon Communications (VZ) 0.2 $344k 9.2k 37.19
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $338k 3.3k 102.94
Thermo Fisher Scientific (TMO) 0.2 $336k 644.00 521.75
CSX Corporation (CSX) 0.2 $330k 9.7k 34.10
Exelon Corporation (EXC) 0.2 $329k 8.1k 40.74
Novo-nordisk A S Adr (NVO) 0.2 $328k 2.0k 161.83
Nextera Energy (NEE) 0.2 $326k 4.4k 74.20
Rockwell Automation (ROK) 0.2 $325k 987.00 329.56
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $324k 6.3k 51.71
Mastercard Incorporated Cl A (MA) 0.2 $321k 817.00 393.30
Sherwin-Williams Company (SHW) 0.2 $319k 1.2k 265.52
General Motors Company (GM) 0.2 $317k 8.2k 38.56
Cardinal Health (CAH) 0.2 $316k 3.3k 94.57
Carrier Global Corporation (CARR) 0.2 $315k 6.3k 49.71
Cadence Design Systems (CDNS) 0.2 $312k 1.3k 234.52
At&t (T) 0.2 $309k 19k 15.95
Flaherty & Crumrine/Claymore Preferred S (FFC) 0.2 $302k 22k 13.74
Hershey Company (HSY) 0.2 $299k 1.2k 249.70
Amgen (AMGN) 0.2 $296k 1.3k 222.02
Boeing Company (BA) 0.1 $294k 1.4k 211.16
International Business Machines (IBM) 0.1 $291k 2.2k 133.81
Advanced Micro Devices (AMD) 0.1 $288k 2.5k 113.91
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $287k 8.0k 35.65
Edison International (EIX) 0.1 $286k 4.1k 69.45
Bristol Myers Squibb (BMY) 0.1 $284k 4.4k 63.95
Laboratory Corp Amer Hldgs Com New 0.1 $282k 1.2k 241.47
Otis Worldwide Corp (OTIS) 0.1 $276k 3.1k 89.01
Fair Isaac Corporation (FICO) 0.1 $273k 337.00 809.21
Brown Forman Corp CL B (BF.B) 0.1 $269k 4.0k 66.79
BlackRock (BLK) 0.1 $268k 388.00 691.14
Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) 0.1 $267k 3.7k 72.62
Ishares Msci Germany Etf (EWG) 0.1 $265k 9.3k 28.57
Hp (HPQ) 0.1 $262k 8.5k 30.71
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $260k 4.7k 55.33
Zoetis Cl A (ZTS) 0.1 $260k 1.5k 172.21
Mettler-Toledo International (MTD) 0.1 $260k 198.00 1311.64
American Electric Power Company (AEP) 0.1 $256k 3.0k 84.20
Lennar Corp Cl A (LEN) 0.1 $253k 2.0k 125.31
McKesson Corporation (MCK) 0.1 $250k 585.00 427.31
Travelers Companies (TRV) 0.1 $249k 1.4k 173.66
Parker-Hannifin Corporation (PH) 0.1 $248k 635.00 390.04
Ishares Msci Cda Etf (EWC) 0.1 $246k 7.0k 34.99
General Electric Com New (GE) 0.1 $246k 2.2k 109.85
Pimco Etf Tr Enhancd Short (EMNT) 0.1 $245k 2.5k 97.91
Sprott Physical Gold Tr Unit (PHYS) 0.1 $240k 13k 18.02
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $237k 7.9k 30.11
Walgreen Boots Alliance (WBA) 0.1 $234k 8.2k 28.49
Tractor Supply Company (TSCO) 0.1 $233k 1.1k 221.10
United Parcel Service CL B (UPS) 0.1 $232k 1.3k 179.25
Fmc Corp Com New (FMC) 0.1 $230k 2.2k 104.34
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $226k 4.3k 52.37
Mondelez Intl Cl A (MDLZ) 0.1 $224k 3.1k 72.94
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $221k 2.3k 94.28
Reaves Util Income Com Sh Ben Int (UTG) 0.1 $215k 7.9k 27.42
Illinois Tool Works (ITW) 0.1 $214k 857.00 250.16
Chevron Corporation (CVX) 0.1 $212k 1.4k 157.35
General Mills (GIS) 0.1 $212k 2.8k 76.70
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $206k 3.1k 67.10
Biogen Idec (BIIB) 0.1 $205k 720.00 284.85
Regeneron Pharmaceuticals (REGN) 0.1 $205k 285.00 718.54
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $204k 1.9k 107.32
Schrodinger (SDGR) 0.1 $203k 4.1k 49.92
Digital Realty Trust (DLR) 0.1 $203k 1.8k 113.87
Kellogg Company (K) 0.1 $203k 3.0k 67.40
First Solar (FSLR) 0.1 $202k 1.1k 190.09
Edwards Lifesciences (EW) 0.1 $201k 2.1k 94.33
CVS Caremark Corporation (CVS) 0.1 $200k 2.9k 69.13
Fifth Third Ban (FITB) 0.1 $192k 7.3k 26.21
Gilead Sciences (GILD) 0.1 $186k 2.4k 77.07