Tiemann Investment Advisors

Tiemann Investment Advisors as of March 31, 2024

Portfolio Holdings for Tiemann Investment Advisors

Tiemann Investment Advisors holds 197 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 6.4 $14M 146k 97.94
Microsoft Corporation (MSFT) 5.7 $13M 31k 420.72
Ishares Tr Core Total Usd (IUSB) 5.5 $12M 268k 45.59
Apple (AAPL) 5.2 $12M 67k 171.48
Ishares Tr Core Msci Eafe (IEFA) 4.6 $10M 138k 74.22
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 2.9 $6.6M 130k 50.45
NVIDIA Corporation (NVDA) 2.7 $6.1M 6.8k 903.56
Goldman Sachs Etf Tr Aces Ultra Shr (GSST) 2.3 $5.1M 101k 50.36
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.0 $4.5M 11k 420.52
JPMorgan Chase & Co. (JPM) 1.7 $3.9M 19k 200.30
Oracle Corporation (ORCL) 1.7 $3.8M 30k 125.61
Spdr Index Shs Fds Msci Acwi Exus (CWI) 1.6 $3.7M 129k 28.40
Alphabet Cap Stk Cl A (GOOGL) 1.5 $3.4M 23k 150.93
Amazon (AMZN) 1.4 $3.2M 18k 180.38
salesforce (CRM) 1.4 $3.1M 10k 301.18
Ishares Tr Core S&p Scp Etf (IJR) 1.2 $2.6M 24k 110.52
Ishares Tr S&p Mc 400vl Etf (IJJ) 1.1 $2.4M 20k 118.29
Ishares Tr Sp Smcp600vl Etf (IJS) 1.1 $2.4M 23k 102.76
Costco Wholesale Corporation (COST) 1.0 $2.3M 3.1k 732.63
Cloudflare Cl A Com (NET) 1.0 $2.1M 22k 96.83
Ishares Tr Core S&p Mcp Etf (IJH) 0.9 $2.1M 35k 60.74
Alphabet Cap Stk Cl C (GOOG) 0.9 $2.1M 14k 152.26
Lowe's Companies (LOW) 0.9 $2.0M 8.0k 254.73
Abbvie (ABBV) 0.9 $2.0M 11k 182.10
Johnson & Johnson (JNJ) 0.9 $1.9M 12k 158.19
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) 0.8 $1.9M 35k 53.45
Ishares Tr S&p Mc 400gr Etf (IJK) 0.8 $1.9M 21k 91.25
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.8 $1.9M 3.4k 556.40
Ishares Tr Msci Emg Mkt Etf (EEM) 0.8 $1.9M 46k 41.08
Spdr Gold Tr Gold Shs (GLD) 0.8 $1.8M 8.8k 205.72
Ishares Tr S&P SML 600 GWT (IJT) 0.8 $1.8M 14k 130.74
Microchip Technology (MCHP) 0.7 $1.7M 19k 89.71
Allstate Corporation (ALL) 0.7 $1.7M 9.5k 173.01
Eli Lilly & Co. (LLY) 0.7 $1.6M 2.0k 777.96
UnitedHealth (UNH) 0.7 $1.5M 3.0k 494.81
Visa Com Cl A (V) 0.7 $1.5M 5.2k 279.12
Ishares Tr S&p 500 Val Etf (IVE) 0.6 $1.5M 7.8k 186.81
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.6 $1.4M 28k 51.60
Ishares Tr Rus 1000 Etf (IWB) 0.6 $1.4M 4.8k 288.03
Home Depot (HD) 0.6 $1.3M 3.3k 383.64
Caterpillar (CAT) 0.6 $1.3M 3.4k 366.43
Ishares Msci Jpn Etf New (EWJ) 0.5 $1.2M 17k 71.35
Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $1.2M 14k 84.44
Merck & Co (MRK) 0.5 $1.2M 9.0k 131.95
Applied Materials (AMAT) 0.5 $1.2M 5.6k 206.23
Flexshares Tr Iboxx 3r Targt (TDTT) 0.5 $1.1M 48k 23.75
Abbott Laboratories (ABT) 0.5 $1.1M 9.7k 113.66
Ishares Tr Msci Eafe Etf (EFA) 0.5 $1.0M 13k 79.86
Essex Property Trust (ESS) 0.4 $984k 4.0k 244.86
Ishares Tr Core S&p500 Etf (IVV) 0.4 $980k 1.9k 525.73
Intuitive Surgical Com New (ISRG) 0.4 $977k 2.4k 399.09
Cisco Systems (CSCO) 0.4 $939k 19k 49.91
Discover Financial Services (DFS) 0.4 $872k 6.7k 131.09
Broadcom (AVGO) 0.4 $859k 648.00 1325.41
D.R. Horton (DHI) 0.4 $851k 5.2k 164.55
Intel Corporation (INTC) 0.4 $822k 19k 44.17
Tesla Motors (TSLA) 0.4 $821k 4.7k 175.79
Constellation Energy (CEG) 0.4 $813k 4.4k 184.85
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $812k 11k 76.67
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $767k 1.5k 523.07
Equity Lifestyle Properties (ELS) 0.3 $753k 12k 64.40
Raytheon Technologies Corp (RTX) 0.3 $751k 7.7k 97.53
Ishares Core Msci Emkt (IEMG) 0.3 $739k 14k 51.60
Wal-Mart Stores (WMT) 0.3 $735k 12k 60.17
Netflix (NFLX) 0.3 $734k 1.2k 607.33
Ishares Tr Tips Bd Etf (TIP) 0.3 $733k 6.8k 107.41
Flexshares Tr Iboxx 5yr Trgt (TDTF) 0.3 $730k 31k 23.65
Goldman Sachs (GS) 0.3 $698k 1.7k 417.69
Procter & Gamble Company (PG) 0.3 $691k 4.3k 162.26
Walt Disney Company (DIS) 0.3 $690k 5.6k 122.36
Ishares Tr Russell 2000 Etf (IWM) 0.3 $682k 3.2k 210.30
Intuit (INTU) 0.3 $660k 1.0k 650.00
Marriott Intl Cl A (MAR) 0.3 $659k 2.6k 252.36
Union Pacific Corporation (UNP) 0.3 $650k 2.6k 245.93
FedEx Corporation (FDX) 0.3 $635k 2.2k 289.82
Spdr Ser Tr Portfolio Short (SPSB) 0.3 $617k 21k 29.77
McDonald's Corporation (MCD) 0.3 $614k 2.2k 281.95
Ishares Tr Msci Uk Etf New (EWU) 0.3 $614k 18k 34.21
American Express Company (AXP) 0.3 $604k 2.7k 227.69
General Dynamics Corporation (GD) 0.3 $600k 2.1k 282.49
Deere & Company (DE) 0.3 $587k 1.4k 410.74
Fiserv (FI) 0.3 $584k 3.7k 159.82
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $581k 5.3k 108.93
Cummins (CMI) 0.3 $575k 2.0k 294.65
Synopsys (SNPS) 0.3 $563k 985.00 571.50
Emerson Electric (EMR) 0.3 $561k 4.9k 113.42
Comcast Corp Cl A (CMCSA) 0.2 $551k 13k 43.35
Prologis (PLD) 0.2 $549k 4.2k 130.22
General Electric Com New (GE) 0.2 $548k 3.1k 175.53
Colgate-Palmolive Company (CL) 0.2 $546k 6.1k 90.05
Bank of America Corporation (BAC) 0.2 $525k 14k 37.92
Novo-nordisk A S Adr (NVO) 0.2 $520k 4.1k 128.40
Realty Income (O) 0.2 $503k 9.3k 54.10
Linde SHS (LIN) 0.2 $502k 1.1k 464.32
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $481k 9.8k 49.24
Honeywell International (HON) 0.2 $469k 2.3k 205.25
Archer Daniels Midland Company (ADM) 0.2 $465k 7.4k 62.81
Advanced Micro Devices (AMD) 0.2 $456k 2.5k 180.49
Kla Corp Com New (KLAC) 0.2 $456k 652.00 698.57
Starbucks Corporation (SBUX) 0.2 $454k 5.0k 91.39
Constellation Brands Cl A (STZ) 0.2 $440k 1.6k 271.76
Duke Energy Corp Com New (DUK) 0.2 $439k 4.5k 96.71
International Business Machines (IBM) 0.2 $428k 2.2k 190.96
Eastman Chemical Company (EMN) 0.2 $424k 4.2k 100.22
American Tower Reit (AMT) 0.2 $421k 2.1k 197.64
Polaris Industries (PII) 0.2 $420k 4.2k 100.12
Morgan Stanley Com New (MS) 0.2 $417k 4.4k 94.16
Adobe Systems Incorporated (ADBE) 0.2 $416k 825.00 504.60
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $416k 10k 41.77
Ishares Msci Netherl Etf (EWN) 0.2 $407k 8.2k 49.48
Keysight Technologies (KEYS) 0.2 $404k 2.6k 156.38
Pepsi (PEP) 0.2 $400k 2.3k 175.01
Mastercard Incorporated Cl A (MA) 0.2 $393k 817.00 481.57
Lennar Corp Cl A (LEN) 0.2 $392k 2.3k 171.98
Coca-Cola Company (KO) 0.2 $390k 6.4k 61.18
Sherwin-Williams Company (SHW) 0.2 $386k 1.1k 347.33
Ishares Msci France Etf (EWQ) 0.2 $383k 9.3k 41.41
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $380k 6.2k 61.06
Cadence Design Systems (CDNS) 0.2 $380k 1.2k 311.28
Genuine Parts Company (GPC) 0.2 $376k 2.4k 154.93
Fair Isaac Corporation (FICO) 0.2 $375k 300.00 1249.61
CSX Corporation (CSX) 0.2 $366k 9.9k 37.07
Carrier Global Corporation (CARR) 0.2 $366k 6.3k 58.13
RBB Motley Fool Sml (TMFS) 0.2 $364k 11k 31.87
Kimberly-Clark Corporation (KMB) 0.2 $358k 2.8k 129.35
Air Products & Chemicals (APD) 0.2 $356k 1.5k 242.31
Pfizer (PFE) 0.2 $355k 13k 27.75
Cardinal Health (CAH) 0.2 $353k 3.2k 111.90
Parker-Hannifin Corporation (PH) 0.2 $353k 635.00 555.79
Thermo Fisher Scientific (TMO) 0.2 $347k 597.00 581.21
Amgen (AMGN) 0.2 $344k 1.2k 284.32
BlackRock 0.2 $340k 408.00 833.70
Travelers Companies (TRV) 0.2 $336k 1.5k 230.14
McKesson Corporation (MCK) 0.2 $336k 625.00 536.85
Alps Etf Tr Alerian Mlp (AMLP) 0.1 $325k 6.9k 47.46
Texas Instruments Incorporated (TXN) 0.1 $318k 1.8k 174.21
Otis Worldwide Corp (OTIS) 0.1 $311k 3.1k 99.27
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $307k 7.9k 39.02
General Motors Company (GM) 0.1 $297k 6.6k 45.35
Verizon Communications (VZ) 0.1 $296k 7.1k 41.96
At&t (T) 0.1 $293k 17k 17.60
Albemarle Corporation (ALB) 0.1 $291k 2.2k 131.74
Rockwell Automation (ROK) 0.1 $288k 987.00 291.43
Tractor Supply Company (TSCO) 0.1 $284k 1.1k 261.72
Edison International (EIX) 0.1 $284k 4.0k 70.73
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $282k 3.0k 94.62
Williams-Sonoma (WSM) 0.1 $279k 880.00 317.53
Hp (HPQ) 0.1 $276k 9.1k 30.22
Zoetis Cl A (ZTS) 0.1 $274k 1.6k 169.21
Ishares Msci Germany Etf (EWG) 0.1 $274k 8.6k 31.75
Digital Realty Trust (DLR) 0.1 $271k 1.9k 144.04
Sprott Physical Gold Tr Unit (PHYS) 0.1 $271k 13k 20.34
Ishares Msci Cda Etf (EWC) 0.1 $269k 7.0k 38.28
Phillips 66 Con (PSX) 0.1 $266k 1.6k 163.34
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $266k 3.3k 81.78
Nike CL B (NKE) 0.1 $266k 2.8k 93.99
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $265k 4.3k 62.06
Nextera Energy (NEE) 0.1 $263k 4.1k 63.91
Exelon Corporation (EXC) 0.1 $260k 6.9k 37.57
Boeing Company (BA) 0.1 $260k 1.3k 192.99
Norfolk Southern (NSC) 0.1 $259k 1.0k 254.87
Fifth Third Ban (FITB) 0.1 $256k 6.9k 37.21
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $252k 5.2k 48.21
Royal Gold (RGLD) 0.1 $246k 2.0k 121.81
Mettler-Toledo International (MTD) 0.1 $244k 183.00 1331.29
Regeneron Pharmaceuticals (REGN) 0.1 $241k 250.00 962.49
Meta Platforms Cl A (META) 0.1 $240k 495.00 485.58
Select Sector Spdr Tr Indl (XLI) 0.1 $239k 1.9k 125.96
Spdr Ser Tr Bloomberg High Y (JNK) 0.1 $238k 2.5k 95.20
O'reilly Automotive (ORLY) 0.1 $235k 208.00 1128.88
CVS Caremark Corporation (CVS) 0.1 $232k 2.9k 79.76
Bristol Myers Squibb (BMY) 0.1 $232k 4.3k 54.23
Toll Brothers (TOL) 0.1 $230k 1.8k 129.37
AutoZone (AZO) 0.1 $230k 73.00 3151.64
Paccar (PCAR) 0.1 $227k 1.8k 123.89
Brown Forman Corp CL B (BF.B) 0.1 $225k 4.4k 51.63
Illinois Tool Works (ITW) 0.1 $225k 837.00 268.33
Edwards Lifesciences (EW) 0.1 $222k 2.3k 95.56
Flaherty & Crumrine/Claymore Preferred S (FFC) 0.1 $222k 15k 14.85
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $222k 461.00 480.70
Bank of New York Mellon Corporation (BK) 0.1 $219k 3.8k 57.62
American Electric Power Company (AEP) 0.1 $219k 2.5k 86.10
Sandstorm Gold Com New (SAND) 0.1 $218k 42k 5.25
Textron (TXT) 0.1 $218k 2.3k 95.93
Stryker Corporation (SYK) 0.1 $217k 605.00 357.87
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $216k 3.7k 57.86
MetLife (MET) 0.1 $215k 2.9k 74.11
Qualcomm (QCOM) 0.1 $214k 1.3k 169.30
Deckers Outdoor Corporation (DECK) 0.1 $214k 227.00 941.26
Cintas Corporation (CTAS) 0.1 $212k 308.00 687.03
Mondelez Intl Cl A (MDLZ) 0.1 $211k 3.0k 70.00
Laboratory Corp Amer Hldgs Com New 0.1 $211k 963.00 218.61
Ishares Msci Aust Etf (EWA) 0.1 $209k 8.5k 24.66
Brown & Brown (BRO) 0.1 $208k 2.4k 87.54
Ameriprise Financial (AMP) 0.1 $207k 471.00 438.44
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $204k 2.8k 72.19
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $193k 6.1k 31.62