Tiemann Investment Advisors

Tiemann Investment Advisors as of Sept. 30, 2023

Portfolio Holdings for Tiemann Investment Advisors

Tiemann Investment Advisors holds 183 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 6.6 $12M 131k 94.04
Apple (AAPL) 6.4 $12M 70k 171.21
Microsoft Corporation (MSFT) 5.3 $10M 32k 315.75
Ishares Tr Core Total Usd (IUSB) 5.0 $9.3M 213k 43.72
Ishares Tr Core Msci Eafe (IEFA) 4.4 $8.2M 127k 64.35
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 3.5 $6.5M 130k 50.18
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.1 $3.9M 11k 350.30
Spdr Index Shs Fds Msci Acwi Exus (CWI) 1.8 $3.3M 133k 24.89
Oracle Corporation (ORCL) 1.8 $3.3M 31k 105.92
Goldman Sachs Etf Tr Aces Ultra Shr (GSST) 1.8 $3.3M 66k 49.94
NVIDIA Corporation (NVDA) 1.7 $3.1M 7.2k 434.99
Alphabet Cap Stk Cl A (GOOGL) 1.7 $3.1M 24k 130.86
JPMorgan Chase & Co. (JPM) 1.5 $2.8M 20k 145.02
Amazon (AMZN) 1.2 $2.3M 18k 127.12
Ishares Tr Msci Emg Mkt Etf (EEM) 1.1 $2.1M 56k 37.95
Ishares Tr Sp Smcp600vl Etf (IJS) 1.1 $2.0M 23k 89.22
Ishares Tr S&p Mc 400vl Etf (IJJ) 1.1 $2.0M 20k 100.93
Ishares Tr Core S&p Scp Etf (IJR) 1.1 $2.0M 22k 94.33
salesforce (CRM) 1.1 $2.0M 9.9k 202.78
Cloudflare Cl A Com (NET) 1.0 $1.9M 31k 63.04
Johnson & Johnson (JNJ) 1.0 $1.9M 12k 155.75
Costco Wholesale Corporation (COST) 1.0 $1.9M 3.3k 564.96
Alphabet Cap Stk Cl C (GOOG) 1.0 $1.9M 14k 131.85
Abbvie (ABBV) 0.9 $1.7M 11k 149.06
Lowe's Companies (LOW) 0.9 $1.7M 8.1k 207.84
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.8 $1.5M 3.4k 456.64
Ishares Tr Core S&p Mcp Etf (IJH) 0.8 $1.5M 6.2k 249.35
Ishares Tr S&P SML 600 GWT (IJT) 0.8 $1.5M 14k 109.69
Spdr Gold Tr Gold Shs (GLD) 0.8 $1.5M 8.9k 171.45
Flexshares Tr Iboxx 3r Targt (TDTT) 0.8 $1.5M 64k 23.19
UnitedHealth (UNH) 0.8 $1.5M 2.9k 504.30
Microchip Technology (MCHP) 0.8 $1.5M 19k 78.05
Ishares Tr S&p Mc 400gr Etf (IJK) 0.8 $1.5M 20k 72.24
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) 0.8 $1.4M 28k 50.37
Flexshares Tr Iboxx 5yr Trgt (TDTF) 0.7 $1.3M 57k 22.94
Tesla Motors (TSLA) 0.7 $1.3M 5.2k 250.22
Visa Com Cl A (V) 0.7 $1.3M 5.5k 230.04
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.7 $1.2M 25k 48.65
Ishares Tr Rus 1000 Etf (IWB) 0.6 $1.2M 4.9k 234.91
Ishares Tr S&p 500 Val Etf (IVE) 0.6 $1.1M 7.4k 153.84
Eli Lilly & Co. (LLY) 0.6 $1.1M 2.0k 537.13
Allstate Corporation (ALL) 0.6 $1.1M 9.6k 111.41
Ishares Tr Msci Eafe Etf (EFA) 0.6 $1.0M 15k 68.92
Cisco Systems (CSCO) 0.6 $1.0M 19k 53.76
Ishares Msci Jpn Etf New (EWJ) 0.5 $1.0M 17k 60.29
Ishares Tr Tips Bd Etf (TIP) 0.5 $994k 9.6k 103.72
Home Depot (HD) 0.5 $985k 3.3k 302.19
Caterpillar (CAT) 0.5 $944k 3.5k 273.00
Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $926k 14k 68.42
Merck & Co (MRK) 0.5 $907k 8.8k 102.95
Abbott Laboratories (ABT) 0.5 $881k 9.1k 96.85
Essex Property Trust (ESS) 0.5 $853k 4.0k 212.13
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.5 $846k 11k 75.17
Intuitive Surgical Com New (ISRG) 0.4 $792k 2.7k 292.29
Realty Income (O) 0.4 $783k 16k 49.94
Spdr Ser Tr Portfolio Short (SPSB) 0.4 $773k 26k 29.32
Applied Materials (AMAT) 0.4 $768k 5.5k 138.45
Ishares Tr Core S&p500 Etf (IVV) 0.4 $750k 1.7k 429.43
Archer Daniels Midland Company (ADM) 0.4 $730k 9.7k 75.42
Equity Lifestyle Properties (ELS) 0.4 $714k 11k 63.71
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.4 $714k 7.0k 102.03
Wal-Mart Stores (WMT) 0.4 $702k 4.4k 159.96
Intel Corporation (INTC) 0.4 $675k 19k 35.55
Procter & Gamble Company (PG) 0.3 $635k 4.4k 145.87
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $627k 1.5k 427.48
Comcast Corp Cl A (CMCSA) 0.3 $594k 13k 44.34
FedEx Corporation (FDX) 0.3 $590k 2.2k 264.99
D.R. Horton (DHI) 0.3 $585k 5.4k 107.47
Discover Financial Services (DFS) 0.3 $576k 6.7k 86.63
McDonald's Corporation (MCD) 0.3 $574k 2.2k 263.44
Ishares Tr Russell 2000 Etf (IWM) 0.3 $572k 3.2k 176.75
Goldman Sachs (GS) 0.3 $567k 1.8k 323.57
Raytheon Technologies Corp (RTX) 0.3 $563k 7.8k 71.97
Union Pacific Corporation (UNP) 0.3 $543k 2.7k 203.63
Broadcom (AVGO) 0.3 $537k 647.00 830.58
Deere & Company (DE) 0.3 $532k 1.4k 377.38
Ishares Tr Msci Uk Etf New (EWU) 0.3 $530k 17k 31.64
Albemarle Corporation (ALB) 0.3 $519k 3.1k 170.04
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $506k 6.3k 80.97
Intuit (INTU) 0.3 $499k 976.00 510.94
Synopsys (SNPS) 0.3 $484k 1.1k 458.97
Marriott Intl Cl A (MAR) 0.3 $484k 2.5k 196.59
Prologis (PLD) 0.3 $482k 4.3k 112.21
Emerson Electric (EMR) 0.3 $481k 5.0k 96.57
Starbucks Corporation (SBUX) 0.3 $479k 5.2k 91.27
General Dynamics Corporation (GD) 0.3 $473k 2.1k 220.97
Walt Disney Company (DIS) 0.2 $457k 5.6k 81.05
Air Products & Chemicals (APD) 0.2 $452k 1.6k 283.56
Fiserv (FI) 0.2 $446k 3.9k 112.96
Constellation Energy (CEG) 0.2 $445k 4.1k 109.08
Polaris Industries (PII) 0.2 $442k 4.2k 104.14
Colgate-Palmolive Company (CL) 0.2 $439k 6.2k 71.11
Pfizer (PFE) 0.2 $435k 13k 33.17
Constellation Brands Cl A (STZ) 0.2 $424k 1.7k 251.33
Cummins (CMI) 0.2 $423k 1.9k 228.46
Duke Energy Corp Com New (DUK) 0.2 $420k 4.8k 88.26
Netflix (NFLX) 0.2 $414k 1.1k 377.60
RBB Motley Fool Sml (TMFS) 0.2 $409k 15k 27.87
Genuine Parts Company (GPC) 0.2 $408k 2.8k 144.38
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $406k 9.8k 41.42
Adobe Systems Incorporated (ADBE) 0.2 $405k 795.00 509.90
Morgan Stanley Com New (MS) 0.2 $405k 5.0k 81.67
Bank of America Corporation (BAC) 0.2 $405k 15k 27.38
Alps Etf Tr Alerian Mlp (AMLP) 0.2 $397k 9.4k 42.20
Linde SHS (LIN) 0.2 $393k 1.1k 372.35
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $388k 9.9k 39.21
Honeywell International (HON) 0.2 $382k 2.1k 184.74
Coca-Cola Company (KO) 0.2 $373k 6.7k 55.98
Novo-nordisk A S Adr (NVO) 0.2 $368k 4.1k 90.94
Kimberly-Clark Corporation (KMB) 0.2 $361k 3.0k 120.85
Pepsi (PEP) 0.2 $360k 2.1k 169.44
Amgen (AMGN) 0.2 $359k 1.3k 268.76
Carrier Global Corporation (CARR) 0.2 $350k 6.3k 55.20
Keysight Technologies (KEYS) 0.2 $348k 2.6k 132.31
American Express Company (AXP) 0.2 $347k 2.3k 149.19
Royal Gold (RGLD) 0.2 $335k 3.1k 106.34
Ishares Msci France Etf (EWQ) 0.2 $333k 9.4k 35.59
American Tower Reit (AMT) 0.2 $331k 2.0k 164.52
Eastman Chemical Company (EMN) 0.2 $325k 4.2k 76.72
Spdr Ser Tr Bloomberg High Y (JNK) 0.2 $321k 3.5k 90.40
Nike CL B (NKE) 0.2 $319k 3.3k 95.63
Ishares Msci Netherl Etf (EWN) 0.2 $315k 8.3k 38.02
Thermo Fisher Scientific (TMO) 0.2 $313k 619.00 506.17
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $312k 6.3k 49.86
Cadence Design Systems (CDNS) 0.2 $312k 1.3k 234.30
Kla Corp Com New (KLAC) 0.2 $308k 672.00 458.66
Texas Instruments Incorporated (TXN) 0.2 $306k 1.9k 159.01
Franco-Nevada Corporation (FNV) 0.2 $302k 2.3k 133.49
CSX Corporation (CSX) 0.2 $299k 9.7k 30.75
Exelon Corporation (EXC) 0.2 $294k 7.8k 37.79
Sherwin-Williams Company (SHW) 0.2 $290k 1.1k 255.05
Cardinal Health (CAH) 0.2 $290k 3.3k 86.82
Flaherty & Crumrine/Claymore Preferred S (FFC) 0.2 $289k 22k 12.97
General Electric Com New (GE) 0.2 $288k 2.6k 110.55
Mastercard Incorporated Cl A (MA) 0.2 $287k 725.00 395.91
Rockwell Automation (ROK) 0.2 $282k 987.00 285.97
Sandstorm Gold Com New (SAND) 0.2 $281k 60k 4.66
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $280k 3.2k 88.69
Fair Isaac Corporation (FICO) 0.1 $280k 322.00 868.53
International Business Machines (IBM) 0.1 $277k 2.0k 140.30
Ishares Core Msci Emkt (IEMG) 0.1 $275k 5.8k 47.59
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $267k 7.9k 33.96
Boeing Company (BA) 0.1 $265k 1.4k 191.68
Edison International (EIX) 0.1 $260k 4.1k 63.29
Advanced Micro Devices (AMD) 0.1 $260k 2.5k 102.82
Zoetis Cl A (ZTS) 0.1 $258k 1.5k 173.98
Bristol Myers Squibb (BMY) 0.1 $258k 4.4k 58.04
BlackRock 0.1 $257k 398.00 646.49
McKesson Corporation (MCK) 0.1 $254k 585.00 434.85
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $252k 4.7k 53.56
Pacific Biosciences of California (PACB) 0.1 $251k 30k 8.35
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $250k 5.2k 47.89
Nextera Energy (NEE) 0.1 $249k 4.4k 57.29
Otis Worldwide Corp (OTIS) 0.1 $249k 3.1k 80.31
At&t (T) 0.1 $248k 17k 15.02
Parker-Hannifin Corporation (PH) 0.1 $247k 635.00 389.52
Pimco Etf Tr Enhancd Short (EMNT) 0.1 $245k 2.5k 98.12
Ishares Msci Germany Etf (EWG) 0.1 $243k 9.3k 26.20
Lennar Corp Cl A (LEN) 0.1 $240k 2.1k 112.23
Verizon Communications (VZ) 0.1 $240k 7.4k 32.41
Travelers Companies (TRV) 0.1 $238k 1.5k 163.31
Laboratory Corp Amer Hldgs Com New 0.1 $235k 1.2k 201.16
Ishares Msci Cda Etf (EWC) 0.1 $235k 7.0k 33.46
General Motors Company (GM) 0.1 $233k 7.1k 32.97
Brown Forman Corp CL B (BF.B) 0.1 $233k 4.0k 57.70
Sprott Physical Gold Tr Unit (PHYS) 0.1 $231k 13k 17.32
Hershey Company (HSY) 0.1 $230k 1.1k 200.08
American Electric Power Company (AEP) 0.1 $229k 3.0k 75.22
Mettler-Toledo International (MTD) 0.1 $219k 198.00 1108.07
Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) 0.1 $219k 3.7k 59.67
Hp (HPQ) 0.1 $219k 8.5k 25.70
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $216k 4.3k 50.60
Tractor Supply Company (TSCO) 0.1 $215k 1.1k 203.05
Chevron Corporation (CVX) 0.1 $211k 1.3k 168.62
Digital Realty Trust (DLR) 0.1 $209k 1.7k 121.02
Mondelez Intl Cl A (MDLZ) 0.1 $209k 3.0k 69.40
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $207k 2.3k 88.55
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $203k 7.5k 26.91
United Parcel Service CL B (UPS) 0.1 $198k 1.3k 155.87
CVS Caremark Corporation (CVS) 0.1 $195k 2.8k 69.82
Regeneron Pharmaceuticals (REGN) 0.1 $193k 235.00 822.96
Select Sector Spdr Tr Indl (XLI) 0.1 $193k 1.9k 101.38
Illinois Tool Works (ITW) 0.1 $192k 832.00 230.31