Tiemann Investment Advisors as of June 30, 2024
Portfolio Holdings for Tiemann Investment Advisors
Tiemann Investment Advisors holds 192 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Ishares Tr Core Us Aggbd Et (AGG) | 6.5 | $15M | 151k | 97.07 | |
Apple (AAPL) | 6.1 | $14M | 65k | 210.62 | |
Microsoft Corporation (MSFT) | 5.9 | $13M | 30k | 446.95 | |
Ishares Tr Core Total Usd (IUSB) | 5.5 | $12M | 273k | 45.22 | |
Ishares Tr Core Msci Eafe (IEFA) | 4.4 | $9.9M | 137k | 72.64 | |
NVIDIA Corporation (NVDA) | 3.6 | $8.0M | 65k | 123.54 | |
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 2.9 | $6.6M | 131k | 50.47 | |
Goldman Sachs Etf Tr Aces Ultra Shr (GSST) | 2.3 | $5.2M | 103k | 50.37 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.9 | $4.4M | 11k | 406.80 | |
Oracle Corporation (ORCL) | 1.8 | $4.1M | 29k | 141.20 | |
Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $4.1M | 22k | 182.15 | |
JPMorgan Chase & Co. (JPM) | 1.7 | $3.9M | 19k | 202.26 | |
Spdr Index Shs Fds Msci Acwi Exus (CWI) | 1.6 | $3.6M | 128k | 28.31 | |
Amazon (AMZN) | 1.5 | $3.5M | 18k | 193.25 | |
Costco Wholesale Corporation (COST) | 1.2 | $2.7M | 3.1k | 849.99 | |
salesforce (CRM) | 1.1 | $2.5M | 9.9k | 257.10 | |
Ishares Tr Core S&p Scp Etf (IJR) | 1.1 | $2.5M | 24k | 106.66 | |
Alphabet Cap Stk Cl C (GOOG) | 1.1 | $2.5M | 14k | 183.42 | |
Ishares Tr S&p Mc 400vl Etf (IJJ) | 1.0 | $2.3M | 20k | 113.46 | |
Ishares Tr Sp Smcp600vl Etf (IJS) | 1.0 | $2.3M | 23k | 97.27 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.9 | $2.0M | 33k | 58.52 | |
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) | 0.9 | $1.9M | 35k | 54.08 | |
Abbvie (ABBV) | 0.9 | $1.9M | 11k | 171.52 | |
Spdr Gold Tr Gold Shs (GLD) | 0.8 | $1.9M | 8.8k | 215.01 | |
Cloudflare Cl A Com (NET) | 0.8 | $1.8M | 22k | 82.83 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.8 | $1.8M | 3.4k | 535.08 | |
Ishares Tr S&p Mc 400gr Etf (IJK) | 0.8 | $1.8M | 20k | 88.11 | |
Ishares Tr S&P SML 600 GWT (IJT) | 0.8 | $1.8M | 14k | 128.44 | |
Eli Lilly & Co. (LLY) | 0.8 | $1.8M | 2.0k | 905.38 | |
Lowe's Companies (LOW) | 0.8 | $1.8M | 8.0k | 220.46 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.8 | $1.7M | 40k | 42.59 | |
Johnson & Johnson (JNJ) | 0.8 | $1.7M | 12k | 146.16 | |
Microchip Technology (MCHP) | 0.7 | $1.7M | 18k | 91.50 | |
UnitedHealth (UNH) | 0.7 | $1.5M | 3.0k | 509.37 | |
Allstate Corporation (ALL) | 0.6 | $1.4M | 9.0k | 159.66 | |
Ishares Tr Rus 1000 Etf (IWB) | 0.6 | $1.4M | 4.8k | 297.54 | |
Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.6 | $1.4M | 28k | 51.26 | |
Ishares Tr S&p 500 Val Etf (IVE) | 0.6 | $1.4M | 7.8k | 182.01 | |
Visa Com Cl A (V) | 0.6 | $1.4M | 5.2k | 262.50 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.6 | $1.3M | 14k | 92.54 | |
Applied Materials (AMAT) | 0.6 | $1.3M | 5.5k | 235.99 | |
Ishares Msci Jpn Etf New (EWJ) | 0.5 | $1.2M | 17k | 68.24 | |
Caterpillar (CAT) | 0.5 | $1.1M | 3.4k | 333.10 | |
Merck & Co (MRK) | 0.5 | $1.1M | 9.0k | 123.80 | |
Essex Property Trust (ESS) | 0.5 | $1.1M | 4.1k | 272.25 | |
Abbott Laboratories (ABT) | 0.5 | $1.1M | 10k | 103.91 | |
Intuitive Surgical Com New (ISRG) | 0.5 | $1.0M | 2.3k | 444.85 | |
Home Depot (HD) | 0.5 | $1.0M | 3.0k | 344.28 | |
Flexshares Tr Iboxx 3r Targt (TDTT) | 0.4 | $1.0M | 43k | 23.59 | |
Broadcom (AVGO) | 0.4 | $1.0M | 626.00 | 1605.53 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $999k | 1.8k | 547.23 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $916k | 12k | 78.33 | |
Discover Financial Services (DFS) | 0.4 | $870k | 6.7k | 130.81 | |
Ishares Core Msci Emkt (IEMG) | 0.4 | $870k | 16k | 53.53 | |
Constellation Energy (CEG) | 0.4 | $864k | 4.3k | 200.27 | |
Cisco Systems (CSCO) | 0.4 | $839k | 18k | 47.51 | |
Wal-Mart Stores (WMT) | 0.4 | $830k | 12k | 67.71 | |
Netflix (NFLX) | 0.4 | $809k | 1.2k | 674.88 | |
Tesla Motors (TSLA) | 0.4 | $804k | 4.1k | 197.88 | |
Raytheon Technologies Corp (RTX) | 0.4 | $793k | 7.9k | 100.39 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $792k | 1.5k | 544.38 | |
Goldman Sachs (GS) | 0.3 | $756k | 1.7k | 452.32 | |
Equity Lifestyle Properties (ELS) | 0.3 | $733k | 11k | 65.13 | |
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $714k | 9.3k | 76.70 | |
D.R. Horton (DHI) | 0.3 | $708k | 5.0k | 140.93 | |
Procter & Gamble Company (PG) | 0.3 | $707k | 4.3k | 164.93 | |
Flexshares Tr Iboxx 5yr Trgt (TDTF) | 0.3 | $699k | 30k | 23.40 | |
Ishares Tr Tips Bd Etf (TIP) | 0.3 | $688k | 6.4k | 106.78 | |
Ishares Tr Msci Uk Etf New (EWU) | 0.3 | $667k | 19k | 34.88 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $658k | 3.2k | 202.92 | |
FedEx Corporation (FDX) | 0.3 | $654k | 2.2k | 299.92 | |
Intuit (INTU) | 0.3 | $648k | 986.00 | 657.21 | |
Marriott Intl Cl A (MAR) | 0.3 | $626k | 2.6k | 241.82 | |
American Express Company (AXP) | 0.3 | $614k | 2.7k | 231.55 | |
General Dynamics Corporation (GD) | 0.3 | $614k | 2.1k | 290.14 | |
Colgate-Palmolive Company (CL) | 0.3 | $588k | 6.1k | 97.04 | |
Synopsys (SNPS) | 0.3 | $586k | 985.00 | 595.06 | |
Novo-nordisk A S Adr (NVO) | 0.3 | $578k | 4.1k | 142.74 | |
Bank of America Corporation (BAC) | 0.3 | $576k | 15k | 39.77 | |
Union Pacific Corporation (UNP) | 0.2 | $557k | 2.5k | 226.26 | |
Walt Disney Company (DIS) | 0.2 | $557k | 5.6k | 99.29 | |
Emerson Electric (EMR) | 0.2 | $545k | 4.9k | 110.16 | |
Intel Corporation (INTC) | 0.2 | $544k | 18k | 30.97 | |
Fiserv (FI) | 0.2 | $543k | 3.6k | 149.04 | |
McDonald's Corporation (MCD) | 0.2 | $543k | 2.1k | 254.84 | |
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $533k | 5.0k | 107.13 | |
Spdr Ser Tr Portfolio Short (SPSB) | 0.2 | $519k | 18k | 29.70 | |
Cummins (CMI) | 0.2 | $513k | 1.9k | 276.93 | |
Deere & Company (DE) | 0.2 | $510k | 1.4k | 373.63 | |
Realty Income (O) | 0.2 | $506k | 9.6k | 52.82 | |
Ge Aerospace Com New (GE) | 0.2 | $497k | 3.1k | 158.97 | |
Honeywell International (HON) | 0.2 | $484k | 2.3k | 213.54 | |
Kla Corp Com New (KLAC) | 0.2 | $484k | 587.00 | 824.51 | |
Comcast Corp Cl A (CMCSA) | 0.2 | $481k | 12k | 39.16 | |
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $464k | 9.8k | 47.45 | |
Duke Energy Corp Com New (DUK) | 0.2 | $453k | 4.5k | 100.23 | |
Archer Daniels Midland Company (ADM) | 0.2 | $448k | 7.4k | 60.45 | |
Fair Isaac Corporation (FICO) | 0.2 | $447k | 300.00 | 1488.66 | |
Prologis (PLD) | 0.2 | $444k | 4.0k | 112.31 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $432k | 9.9k | 43.76 | |
Constellation Brands Cl A (STZ) | 0.2 | $428k | 1.7k | 257.28 | |
Adobe Systems Incorporated (ADBE) | 0.2 | $425k | 765.00 | 555.54 | |
Morgan Stanley Com New (MS) | 0.2 | $423k | 4.4k | 97.19 | |
Eastman Chemical Company (EMN) | 0.2 | $415k | 4.2k | 97.97 | |
Ishares Msci Netherl Etf (EWN) | 0.2 | $413k | 8.2k | 50.23 | |
Advanced Micro Devices (AMD) | 0.2 | $410k | 2.5k | 162.21 | |
Linde SHS (LIN) | 0.2 | $409k | 932.00 | 438.81 | |
Coca-Cola Company (KO) | 0.2 | $405k | 6.4k | 63.65 | |
American Tower Reit (AMT) | 0.2 | $401k | 2.1k | 194.39 | |
Carrier Global Corporation (CARR) | 0.2 | $397k | 6.3k | 63.08 | |
Kimberly-Clark Corporation (KMB) | 0.2 | $396k | 2.9k | 138.20 | |
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $391k | 6.2k | 62.88 | |
Air Products & Chemicals (APD) | 0.2 | $388k | 1.5k | 258.12 | |
Pepsi (PEP) | 0.2 | $388k | 2.4k | 164.93 | |
Texas Instruments Incorporated (TXN) | 0.2 | $375k | 1.9k | 194.53 | |
McKesson Corporation (MCK) | 0.2 | $365k | 625.00 | 584.04 | |
Mastercard Incorporated Cl A (MA) | 0.2 | $365k | 827.00 | 441.16 | |
Cadence Design Systems (CDNS) | 0.2 | $363k | 1.2k | 307.75 | |
RBB Motley Fool Sml (TMFS) | 0.2 | $355k | 11k | 31.11 | |
Amgen (AMGN) | 0.2 | $347k | 1.1k | 312.45 | |
Ishares Msci France Etf (EWQ) | 0.2 | $345k | 9.1k | 37.78 | |
Lennar Corp Cl A (LEN) | 0.2 | $342k | 2.3k | 149.87 | |
Keysight Technologies (KEYS) | 0.2 | $338k | 2.5k | 136.75 | |
Genuine Parts Company (GPC) | 0.1 | $337k | 2.4k | 138.32 | |
CSX Corporation (CSX) | 0.1 | $332k | 9.9k | 33.45 | |
Pfizer (PFE) | 0.1 | $332k | 12k | 27.98 | |
Thermo Fisher Scientific (TMO) | 0.1 | $330k | 597.00 | 553.00 | |
Polaris Industries (PII) | 0.1 | $322k | 4.1k | 78.31 | |
BlackRock | 0.1 | $321k | 408.00 | 787.32 | |
Parker-Hannifin Corporation (PH) | 0.1 | $321k | 635.00 | 505.81 | |
Hp (HPQ) | 0.1 | $319k | 9.1k | 35.02 | |
International Business Machines (IBM) | 0.1 | $318k | 1.8k | 172.95 | |
At&t (T) | 0.1 | $315k | 17k | 19.11 | |
Otis Worldwide Corp (OTIS) | 0.1 | $314k | 3.3k | 96.26 | |
Sherwin-Williams Company (SHW) | 0.1 | $312k | 1.0k | 298.43 | |
Cardinal Health (CAH) | 0.1 | $310k | 3.2k | 98.32 | |
Zoetis Cl A (ZTS) | 0.1 | $303k | 1.8k | 173.36 | |
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $303k | 7.9k | 38.42 | |
Nextera Energy (NEE) | 0.1 | $299k | 4.2k | 70.81 | |
Travelers Companies (TRV) | 0.1 | $297k | 1.5k | 203.34 | |
General Motors Company (GM) | 0.1 | $296k | 6.4k | 46.46 | |
Sprott Physical Gold Tr Unit (PHYS) | 0.1 | $294k | 13k | 22.05 | |
Tractor Supply Company (TSCO) | 0.1 | $293k | 1.1k | 270.00 | |
Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $293k | 6.1k | 47.98 | |
Starbucks Corporation (SBUX) | 0.1 | $290k | 3.7k | 77.85 | |
Edison International (EIX) | 0.1 | $288k | 4.0k | 71.81 | |
Digital Realty Trust (DLR) | 0.1 | $282k | 1.9k | 152.05 | |
Qualcomm (QCOM) | 0.1 | $277k | 1.4k | 199.18 | |
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $274k | 4.3k | 64.25 | |
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $268k | 2.9k | 91.78 | |
Ishares Msci Germany Etf (EWG) | 0.1 | $264k | 8.6k | 30.62 | |
Regeneron Pharmaceuticals (REGN) | 0.1 | $263k | 250.00 | 1051.03 | |
Ishares Msci Cda Etf (EWC) | 0.1 | $260k | 7.0k | 37.09 | |
Royal Gold (RGLD) | 0.1 | $259k | 2.1k | 125.21 | |
Mettler-Toledo International (MTD) | 0.1 | $256k | 183.00 | 1397.59 | |
Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $252k | 5.2k | 48.13 | |
Fifth Third Ban (FITB) | 0.1 | $251k | 6.9k | 36.49 | |
Williams-Sonoma (WSM) | 0.1 | $249k | 880.00 | 282.37 | |
Bank of New York Mellon Corporation (BK) | 0.1 | $243k | 4.1k | 59.89 | |
Exelon Corporation (EXC) | 0.1 | $240k | 6.9k | 34.61 | |
Meta Platforms Cl A (META) | 0.1 | $240k | 475.00 | 504.22 | |
Verizon Communications (VZ) | 0.1 | $237k | 5.8k | 41.24 | |
Spdr Ser Tr Bloomberg High Y (JNK) | 0.1 | $236k | 2.5k | 94.27 | |
Select Sector Spdr Tr Indl (XLI) | 0.1 | $232k | 1.9k | 121.87 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $231k | 461.00 | 500.13 | |
Sandstorm Gold Com New (SAND) | 0.1 | $226k | 42k | 5.44 | |
Boeing Company (BA) | 0.1 | $226k | 1.2k | 182.01 | |
Flaherty & Crumrine/Claymore Preferred S (FFC) | 0.1 | $225k | 15k | 14.79 | |
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $225k | 2.8k | 81.65 | |
American Electric Power Company (AEP) | 0.1 | $223k | 2.5k | 87.74 | |
Illinois Tool Works (ITW) | 0.1 | $221k | 932.00 | 236.96 | |
Norfolk Southern (NSC) | 0.1 | $216k | 1.0k | 214.69 | |
Edwards Lifesciences (EW) | 0.1 | $215k | 2.3k | 92.37 | |
Toll Brothers (TOL) | 0.1 | $214k | 1.9k | 115.18 | |
Brown & Brown (BRO) | 0.1 | $213k | 2.4k | 89.41 | |
J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $211k | 3.7k | 56.68 | |
Ishares Msci Aust Etf (EWA) | 0.1 | $207k | 8.5k | 24.43 | |
First Solar (FSLR) | 0.1 | $206k | 915.00 | 225.46 | |
Wisdomtree Tr Us Largecap Divd (DLN) | 0.1 | $205k | 2.8k | 72.75 | |
Deckers Outdoor Corporation (DECK) | 0.1 | $205k | 212.00 | 967.95 | |
Corning Incorporated (GLW) | 0.1 | $205k | 5.3k | 38.85 | |
MetLife (MET) | 0.1 | $204k | 2.9k | 70.19 | |
Rockwell Automation (ROK) | 0.1 | $202k | 733.00 | 275.53 | |
Ameriprise Financial (AMP) | 0.1 | $201k | 471.00 | 427.19 | |
Albemarle Corporation (ALB) | 0.1 | $200k | 2.1k | 95.52 | |
Micron Technology (MU) | 0.1 | $199k | 1.5k | 131.53 | |
Cintas Corporation (CTAS) | 0.1 | $198k | 283.00 | 700.26 | |
Mondelez Intl Cl A (MDLZ) | 0.1 | $197k | 3.0k | 65.44 | |
Labcorp Holdings Com Shs (LH) | 0.1 | $196k | 963.00 | 203.65 | |
Textron (TXT) | 0.1 | $195k | 2.3k | 85.86 | |
Phillips 66 Con (PSX) | 0.1 | $194k | 1.4k | 141.17 | |
Paccar (PCAR) | 0.1 | $189k | 1.8k | 102.94 |