Tiemann Investment Advisors

Tiemann Investment Advisors as of Dec. 31, 2023

Portfolio Holdings for Tiemann Investment Advisors

Tiemann Investment Advisors holds 186 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 6.4 $13M 69k 192.53
Ishares Tr Core Us Aggbd Et (AGG) 6.2 $13M 129k 99.25
Microsoft Corporation (MSFT) 5.6 $12M 31k 376.04
Ishares Tr Core Total Usd (IUSB) 5.6 $12M 250k 46.07
Ishares Tr Core Msci Eafe (IEFA) 4.6 $9.5M 135k 70.35
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 3.2 $6.5M 130k 50.23
Goldman Sachs Etf Tr Aces Ultra Shr (GSST) 2.1 $4.4M 87k 50.01
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.9 $3.9M 11k 356.66
NVIDIA Corporation (NVDA) 1.7 $3.5M 7.1k 495.22
Spdr Index Shs Fds Msci Acwi Exus (CWI) 1.7 $3.5M 130k 27.04
JPMorgan Chase & Co. (JPM) 1.6 $3.3M 20k 170.10
Oracle Corporation (ORCL) 1.6 $3.3M 31k 105.43
Alphabet Cap Stk Cl A (GOOGL) 1.6 $3.2M 23k 139.69
Amazon (AMZN) 1.3 $2.7M 18k 151.94
salesforce (CRM) 1.3 $2.7M 10k 263.14
Ishares Tr Sp Smcp600vl Etf (IJS) 1.2 $2.4M 23k 103.07
Ishares Tr Core S&p Scp Etf (IJR) 1.2 $2.4M 22k 108.25
Ishares Tr S&p Mc 400vl Etf (IJJ) 1.1 $2.3M 21k 114.04
Costco Wholesale Corporation (COST) 1.0 $2.0M 3.1k 660.08
Cloudflare Cl A Com (NET) 1.0 $2.0M 24k 83.26
Johnson & Johnson (JNJ) 1.0 $2.0M 13k 156.74
Alphabet Cap Stk Cl C (GOOG) 0.9 $1.9M 14k 140.93
Ishares Tr Msci Emg Mkt Etf (EEM) 0.9 $1.9M 47k 40.21
Ishares Tr Core S&p Mcp Etf (IJH) 0.9 $1.8M 6.6k 277.15
Lowe's Companies (LOW) 0.9 $1.8M 8.0k 222.55
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.9 $1.8M 3.5k 507.38
Ishares Tr S&P SML 600 GWT (IJT) 0.8 $1.7M 14k 125.15
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) 0.8 $1.7M 33k 52.29
Spdr Gold Tr Gold Shs (GLD) 0.8 $1.7M 8.9k 191.17
Abbvie (ABBV) 0.8 $1.7M 11k 154.97
Microchip Technology (MCHP) 0.8 $1.7M 19k 90.18
Ishares Tr S&p Mc 400gr Etf (IJK) 0.8 $1.7M 21k 79.22
UnitedHealth (UNH) 0.8 $1.6M 3.0k 526.59
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.7 $1.5M 29k 52.00
Visa Com Cl A (V) 0.7 $1.4M 5.3k 260.38
Allstate Corporation (ALL) 0.7 $1.3M 9.6k 139.98
Tesla Motors (TSLA) 0.6 $1.3M 5.3k 248.48
Flexshares Tr Iboxx 3r Targt (TDTT) 0.6 $1.3M 55k 23.62
Ishares Tr S&p 500 Val Etf (IVE) 0.6 $1.3M 7.3k 173.89
Ishares Tr Rus 1000 Etf (IWB) 0.6 $1.3M 4.8k 262.26
Eli Lilly & Co. (LLY) 0.6 $1.2M 2.0k 582.92
Home Depot (HD) 0.6 $1.1M 3.3k 346.58
Ishares Msci Jpn Etf New (EWJ) 0.5 $1.1M 17k 64.14
Abbott Laboratories (ABT) 0.5 $1.1M 9.6k 110.07
Ishares Tr Msci Eafe Etf (EFA) 0.5 $1.0M 14k 75.35
Caterpillar (CAT) 0.5 $1.0M 3.4k 295.67
Essex Property Trust (ESS) 0.5 $997k 4.0k 247.99
Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $983k 13k 75.10
Flexshares Tr Iboxx 5yr Trgt (TDTF) 0.5 $981k 42k 23.63
Intel Corporation (INTC) 0.5 $964k 19k 50.25
Cisco Systems (CSCO) 0.5 $958k 19k 50.52
Merck & Co (MRK) 0.5 $954k 8.8k 109.02
Applied Materials (AMAT) 0.4 $911k 5.6k 162.07
Ishares Tr Tips Bd Etf (TIP) 0.4 $881k 8.2k 107.49
Ishares Tr Core S&p500 Etf (IVV) 0.4 $851k 1.8k 477.63
Intuitive Surgical Com New (ISRG) 0.4 $842k 2.5k 337.36
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $842k 11k 77.02
Equity Lifestyle Properties (ELS) 0.4 $828k 12k 70.54
D.R. Horton (DHI) 0.4 $824k 5.4k 151.98
Broadcom (AVGO) 0.4 $749k 671.00 1116.25
Discover Financial Services (DFS) 0.4 $748k 6.7k 112.40
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $697k 1.5k 475.31
Spdr Ser Tr Portfolio Short (SPSB) 0.3 $691k 23k 29.78
Wal-Mart Stores (WMT) 0.3 $672k 4.3k 157.68
Goldman Sachs (GS) 0.3 $664k 1.7k 385.77
Union Pacific Corporation (UNP) 0.3 $662k 2.7k 245.62
Intuit (INTU) 0.3 $657k 1.1k 625.03
Ishares Core Msci Emkt (IEMG) 0.3 $653k 13k 50.58
Ishares Tr Russell 2000 Etf (IWM) 0.3 $650k 3.2k 200.75
Raytheon Technologies Corp (RTX) 0.3 $648k 7.7k 84.14
McDonald's Corporation (MCD) 0.3 $646k 2.2k 296.51
Procter & Gamble Company (PG) 0.3 $639k 4.4k 146.55
Archer Daniels Midland Company (ADM) 0.3 $609k 8.4k 72.22
Ishares Tr Msci Uk Etf New (EWU) 0.3 $593k 18k 33.05
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $590k 5.3k 110.67
Marriott Intl Cl A (MAR) 0.3 $583k 2.6k 225.59
Realty Income (O) 0.3 $581k 10k 57.42
Netflix (NFLX) 0.3 $577k 1.2k 486.88
Deere & Company (DE) 0.3 $577k 1.4k 399.87
Comcast Corp Cl A (CMCSA) 0.3 $561k 13k 43.85
FedEx Corporation (FDX) 0.3 $554k 2.2k 253.04
General Dynamics Corporation (GD) 0.3 $552k 2.1k 259.67
Prologis (PLD) 0.3 $549k 4.1k 133.30
Synopsys (SNPS) 0.3 $536k 1.0k 514.91
Walt Disney Company (DIS) 0.3 $523k 5.8k 90.29
Adobe Systems Incorporated (ADBE) 0.2 $507k 850.00 596.60
American Express Company (AXP) 0.2 $501k 2.7k 187.34
Constellation Energy (CEG) 0.2 $497k 4.2k 116.89
Colgate-Palmolive Company (CL) 0.2 $483k 6.1k 79.71
Emerson Electric (EMR) 0.2 $481k 4.9k 97.33
Starbucks Corporation (SBUX) 0.2 $477k 5.0k 96.01
Bank of America Corporation (BAC) 0.2 $473k 14k 33.67
Honeywell International (HON) 0.2 $468k 2.2k 209.71
Fiserv (FI) 0.2 $464k 3.5k 132.84
Linde SHS (LIN) 0.2 $463k 1.1k 410.71
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $462k 9.8k 47.24
Cummins (CMI) 0.2 $444k 1.9k 239.57
American Tower Reit (AMT) 0.2 $440k 2.0k 215.92
RBB Motley Fool Sml (TMFS) 0.2 $427k 14k 30.66
Duke Energy Corp Com New (DUK) 0.2 $426k 4.4k 97.04
Air Products & Chemicals (APD) 0.2 $424k 1.5k 273.97
Novo-nordisk A S Adr (NVO) 0.2 $419k 4.1k 103.45
Morgan Stanley Com New (MS) 0.2 $416k 4.5k 93.25
Keysight Technologies (KEYS) 0.2 $411k 2.6k 159.09
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $407k 9.9k 41.10
Pepsi (PEP) 0.2 $401k 2.4k 169.84
Polaris Industries (PII) 0.2 $397k 4.2k 94.77
Kla Corp Com New (KLAC) 0.2 $388k 667.00 581.30
General Electric Com New (GE) 0.2 $384k 3.0k 127.63
Pfizer (PFE) 0.2 $384k 13k 28.79
Constellation Brands Cl A (STZ) 0.2 $383k 1.6k 241.75
Nike CL B (NKE) 0.2 $383k 3.5k 108.58
Eastman Chemical Company (EMN) 0.2 $380k 4.2k 89.82
Coca-Cola Company (KO) 0.2 $375k 6.4k 58.93
Cadence Design Systems (CDNS) 0.2 $373k 1.4k 272.37
Ishares Msci Netherl Etf (EWN) 0.2 $367k 8.2k 44.63
Ishares Msci France Etf (EWQ) 0.2 $367k 9.4k 39.18
International Business Machines (IBM) 0.2 $366k 2.2k 163.55
Carrier Global Corporation (CARR) 0.2 $362k 6.3k 57.45
Fair Isaac Corporation (FICO) 0.2 $361k 310.00 1164.01
Boeing Company (BA) 0.2 $356k 1.4k 260.66
Sherwin-Williams Company (SHW) 0.2 $349k 1.1k 311.90
Mastercard Incorporated Cl A (MA) 0.2 $349k 817.00 426.51
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $348k 6.3k 55.68
Amgen (AMGN) 0.2 $344k 1.2k 288.02
CSX Corporation (CSX) 0.2 $343k 9.9k 34.67
Kimberly-Clark Corporation (KMB) 0.2 $336k 2.8k 121.51
Genuine Parts Company (GPC) 0.2 $336k 2.4k 138.50
Advanced Micro Devices (AMD) 0.2 $336k 2.3k 147.41
BlackRock 0.2 $331k 408.00 811.80
Texas Instruments Incorporated (TXN) 0.2 $328k 1.9k 170.46
Alps Etf Tr Alerian Mlp (AMLP) 0.2 $323k 7.6k 42.52
Cardinal Health (CAH) 0.2 $318k 3.2k 100.80
Albemarle Corporation (ALB) 0.2 $317k 2.2k 144.48
Thermo Fisher Scientific (TMO) 0.2 $317k 597.00 530.79
Lennar Corp Cl A (LEN) 0.2 $312k 2.1k 149.04
Rockwell Automation (ROK) 0.1 $307k 987.00 310.58
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $304k 3.1k 98.88
Pacific Biosciences of California (PACB) 0.1 $294k 30k 9.81
Parker-Hannifin Corporation (PH) 0.1 $293k 635.00 460.70
Royal Gold (RGLD) 0.1 $293k 2.4k 120.97
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $291k 7.9k 36.96
Edison International (EIX) 0.1 $287k 4.0k 71.49
Spdr Ser Tr Bloomberg High Y (JNK) 0.1 $286k 3.0k 94.73
Zoetis Cl A (ZTS) 0.1 $281k 1.4k 197.37
Travelers Companies (TRV) 0.1 $278k 1.5k 190.49
Otis Worldwide Corp (OTIS) 0.1 $277k 3.1k 89.47
Hp (HPQ) 0.1 $274k 9.1k 30.09
At&t (T) 0.1 $274k 16k 16.78
Exelon Corporation (EXC) 0.1 $272k 7.6k 35.90
Ishares Msci Germany Etf (EWG) 0.1 $271k 9.1k 29.69
McKesson Corporation (MCK) 0.1 $271k 585.00 462.98
Verizon Communications (VZ) 0.1 $270k 7.2k 37.70
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $267k 3.3k 82.04
Laboratory Corp Amer Hldgs Com New 0.1 $265k 1.2k 227.42
Ishares Msci Cda Etf (EWC) 0.1 $258k 7.0k 36.68
Sprott Physical Gold Tr Unit (PHYS) 0.1 $255k 13k 19.15
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $253k 5.2k 48.45
Nextera Energy (NEE) 0.1 $250k 4.1k 60.74
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $241k 4.3k 56.40
Fifth Third Ban (FITB) 0.1 $237k 6.9k 34.49
General Motors Company (GM) 0.1 $235k 6.6k 35.92
Norfolk Southern (NSC) 0.1 $235k 992.00 236.38
Tractor Supply Company (TSCO) 0.1 $233k 1.1k 215.03
Digital Realty Trust (DLR) 0.1 $233k 1.7k 134.58
CVS Caremark Corporation (CVS) 0.1 $230k 2.9k 78.96
Brown Forman Corp CL B (BF.B) 0.1 $226k 4.0k 57.10
Walgreens Boots Alliance Con (WBA) 0.1 $225k 8.6k 26.11
Franco-Nevada Corporation (FNV) 0.1 $223k 2.0k 110.81
Mettler-Toledo International (MTD) 0.1 $222k 183.00 1212.96
Bristol Myers Squibb (BMY) 0.1 $222k 4.3k 51.31
Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) 0.1 $221k 3.7k 60.22
Regeneron Pharmaceuticals (REGN) 0.1 $220k 250.00 878.29
Mondelez Intl Cl A (MDLZ) 0.1 $218k 3.0k 72.43
Phillips 66 Con (PSX) 0.1 $217k 1.6k 133.14
Select Sector Spdr Tr Indl (XLI) 0.1 $217k 1.9k 113.99
Illinois Tool Works (ITW) 0.1 $215k 822.00 261.94
Sandstorm Gold Com New (SAND) 0.1 $214k 43k 5.03
Ishares Msci Aust Etf (EWA) 0.1 $207k 8.5k 24.34
American Electric Power Company (AEP) 0.1 $206k 2.5k 81.22
Flaherty & Crumrine/Claymore Preferred S (FFC) 0.1 $203k 15k 13.90
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $201k 461.00 436.80
Gartner (IT) 0.1 $201k 445.00 451.11
Gilead Sciences (GILD) 0.1 $201k 2.5k 81.01
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $200k 6.4k 31.01
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $194k 3.5k 54.98