Tiemann Investment Advisors

Tiemann Investment Advisors as of Dec. 31, 2024

Portfolio Holdings for Tiemann Investment Advisors

Tiemann Investment Advisors holds 192 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 7.0 $16M 63k 250.42
Ishares Tr Core Us Aggbd Et (AGG) 6.8 $15M 157k 96.90
Microsoft Corporation (MSFT) 5.4 $12M 29k 421.50
Ishares Tr Core Total Usd (IUSB) 5.3 $12M 263k 45.20
Ishares Tr Core Msci Eafe (IEFA) 4.0 $9.0M 128k 70.28
NVIDIA Corporation (NVDA) 3.1 $6.9M 51k 134.29
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 2.8 $6.2M 124k 50.37
Oracle Corporation (ORCL) 2.7 $6.0M 36k 166.64
Goldman Sachs Etf Tr Aces Ultra Shr (GSST) 2.5 $5.6M 111k 50.21
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.0 $4.6M 10k 453.28
JPMorgan Chase & Co. (JPM) 1.9 $4.3M 18k 239.71
Amazon (AMZN) 1.7 $3.8M 18k 219.39
Alphabet Cap Stk Cl A (GOOGL) 1.6 $3.7M 20k 189.30
salesforce (CRM) 1.5 $3.3M 9.9k 334.33
Spdr Index Shs Fds Msci Acwi Exus (CWI) 1.4 $3.2M 114k 27.94
Ishares Tr Core S&p Scp Etf (IJR) 1.2 $2.7M 24k 115.22
Costco Wholesale Corporation (COST) 1.2 $2.6M 2.8k 916.27
Ishares Tr Sp Smcp600vl Etf (IJS) 1.1 $2.6M 24k 108.61
Alphabet Cap Stk Cl C (GOOG) 1.1 $2.4M 13k 190.44
Ishares Tr S&p Mc 400vl Etf (IJJ) 1.0 $2.4M 19k 124.96
Ishares Tr Core S&p Mcp Etf (IJH) 0.9 $2.0M 33k 62.31
Ishares Tr S&P SML 600 GWT (IJT) 0.8 $1.9M 14k 135.38
Abbvie (ABBV) 0.8 $1.9M 11k 177.70
Spdr Gold Tr Gold Shs (GLD) 0.8 $1.9M 7.8k 242.13
Ishares Tr S&p Mc 400gr Etf (IJK) 0.8 $1.8M 20k 90.93
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) 0.8 $1.8M 35k 51.88
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.8 $1.8M 3.1k 569.58
Lowe's Companies (LOW) 0.8 $1.7M 7.0k 246.80
Broadcom (AVGO) 0.8 $1.7M 7.3k 231.84
Johnson & Johnson (JNJ) 0.7 $1.7M 12k 144.62
Tesla Motors (TSLA) 0.7 $1.6M 3.9k 403.84
Ishares Tr Rus 1000 Etf (IWB) 0.7 $1.5M 4.8k 322.16
Visa Com Cl A (V) 0.7 $1.5M 4.9k 316.08
Allstate Corporation (ALL) 0.7 $1.5M 7.8k 192.79
Ishares Tr S&p 500 Val Etf (IVE) 0.7 $1.5M 7.8k 190.88
UnitedHealth (UNH) 0.6 $1.4M 2.9k 505.98
Eli Lilly & Co. (LLY) 0.6 $1.4M 1.8k 772.00
Ishares Tr Msci Emg Mkt Etf (EEM) 0.6 $1.4M 34k 41.82
Ishares Tr S&p 500 Grwt Etf (IVW) 0.6 $1.4M 14k 101.53
Ishares Tr Core S&p500 Etf (IVV) 0.6 $1.3M 2.2k 588.68
Caterpillar (CAT) 0.5 $1.2M 3.3k 362.76
Ishares Msci Jpn Etf New (EWJ) 0.5 $1.2M 17k 67.10
Essex Property Trust (ESS) 0.5 $1.2M 4.1k 285.49
Discover Financial Services 0.5 $1.2M 6.7k 173.23
Intuitive Surgical Com New (ISRG) 0.5 $1.1M 2.2k 521.96
Abbott Laboratories (ABT) 0.5 $1.1M 9.8k 113.11
Home Depot (HD) 0.5 $1.1M 2.8k 389.04
Wal-Mart Stores (WMT) 0.5 $1.1M 12k 90.35
Cisco Systems (CSCO) 0.5 $1.1M 18k 59.20
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.5 $1.0M 20k 51.51
Netflix (NFLX) 0.5 $1.0M 1.2k 891.32
Microchip Technology (MCHP) 0.4 $1.0M 18k 57.35
Raytheon Technologies Corp (RTX) 0.4 $901k 7.8k 115.72
Goldman Sachs (GS) 0.4 $897k 1.6k 572.62
Constellation Energy (CEG) 0.4 $892k 4.0k 223.71
Ishares Tr Msci Eafe Etf (EFA) 0.4 $861k 11k 75.61
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $852k 1.5k 586.25
Merck & Co (MRK) 0.4 $835k 8.4k 99.48
Flexshares Tr Iboxx 3r Targt (TDTT) 0.4 $802k 34k 23.59
Ishares Core Msci Emkt (IEMG) 0.4 $792k 15k 52.22
Applied Materials (AMAT) 0.3 $776k 4.8k 162.63
Equity Lifestyle Properties (ELS) 0.3 $767k 12k 66.60
D.R. Horton (DHI) 0.3 $697k 5.0k 139.82
American Express Company (AXP) 0.3 $678k 2.3k 296.79
Ishares Tr Msci Uk Etf New (EWU) 0.3 $672k 20k 33.90
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $669k 8.7k 77.27
Ishares Tr Russell 2000 Etf (IWM) 0.3 $665k 3.0k 220.97
Marriott Intl Cl A (MAR) 0.3 $664k 2.4k 279.02
Ishares Tr Tips Bd Etf (TIP) 0.3 $656k 6.2k 106.55
Procter & Gamble Company (PG) 0.3 $649k 3.9k 167.66
Bank of America Corporation (BAC) 0.3 $633k 14k 43.95
Flexshares Tr Iboxx 5yr Trgt (TDTF) 0.3 $615k 27k 23.26
Intuit (INTU) 0.3 $601k 956.00 628.50
Cummins (CMI) 0.3 $600k 1.7k 348.60
Fiserv (FI) 0.3 $595k 2.9k 205.42
McDonald's Corporation (MCD) 0.3 $595k 2.1k 289.89
Colgate-Palmolive Company (CL) 0.2 $551k 6.1k 90.91
Emerson Electric (EMR) 0.2 $548k 4.4k 123.93
FedEx Corporation (FDX) 0.2 $543k 1.9k 281.42
Fair Isaac Corporation (FICO) 0.2 $528k 265.00 1990.93
Union Pacific Corporation (UNP) 0.2 $520k 2.3k 228.04
Ge Aerospace Com New (GE) 0.2 $519k 3.1k 166.79
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $510k 4.8k 106.86
Deere & Company (DE) 0.2 $504k 1.2k 423.70
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $504k 20k 25.86
Walt Disney Company (DIS) 0.2 $502k 4.5k 111.35
Honeywell International (HON) 0.2 $488k 2.2k 225.89
Spdr Ser Tr Portfolio Short (SPSB) 0.2 $484k 16k 29.86
Realty Income (O) 0.2 $483k 9.0k 53.41
Morgan Stanley Com New (MS) 0.2 $480k 3.8k 125.72
Duke Energy Corp Com New (DUK) 0.2 $471k 4.4k 107.74
Mastercard Incorporated Cl A (MA) 0.2 $441k 837.00 526.57
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $436k 9.9k 44.04
Comcast Corp Cl A (CMCSA) 0.2 $435k 12k 37.53
Synopsys (SNPS) 0.2 $427k 880.00 485.36
General Dynamics Corporation (GD) 0.2 $426k 1.6k 263.49
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $424k 19k 22.70
Carrier Global Corporation (CARR) 0.2 $416k 6.1k 68.26
Prologis (PLD) 0.2 $394k 3.7k 105.70
Eastman Chemical Company (EMN) 0.2 $388k 4.2k 91.32
Coca-Cola Company (KO) 0.2 $386k 6.2k 62.26
Linde SHS (LIN) 0.2 $382k 912.00 418.67
International Business Machines (IBM) 0.2 $381k 1.7k 219.83
Kimberly-Clark Corporation (KMB) 0.2 $381k 2.9k 131.04
American Tower Reit (AMT) 0.2 $375k 2.0k 183.46
Texas Instruments Incorporated (TXN) 0.2 $372k 2.0k 187.51
BlackRock 0.2 $372k 363.00 1025.11
Cardinal Health (CAH) 0.2 $370k 3.1k 118.27
McKesson Corporation (MCK) 0.2 $368k 645.00 569.91
Ishares Msci Netherl Etf (EWN) 0.2 $366k 8.2k 44.49
Archer Daniels Midland Company (ADM) 0.2 $366k 7.2k 50.52
At&t (T) 0.2 $364k 16k 22.77
Air Products & Chemicals (APD) 0.2 $361k 1.2k 290.14
Travelers Companies (TRV) 0.2 $352k 1.5k 240.89
Williams-Sonoma (WSM) 0.2 $349k 1.9k 185.18
Keysight Technologies (KEYS) 0.2 $349k 2.2k 160.63
Kla Corp Com New (KLAC) 0.2 $338k 537.00 630.12
Adobe Systems Incorporated (ADBE) 0.1 $337k 757.00 444.68
Constellation Brands Cl A (STZ) 0.1 $330k 1.5k 221.00
Digital Realty Trust (DLR) 0.1 $330k 1.9k 177.33
Pepsi (PEP) 0.1 $329k 2.2k 152.06
Ishares Msci France Etf (EWQ) 0.1 $328k 9.1k 35.88
Novo-nordisk A S Adr (NVO) 0.1 $323k 3.8k 86.02
CSX Corporation (CSX) 0.1 $322k 10k 32.27
Intel Corporation (INTC) 0.1 $322k 16k 20.05
Sherwin-Williams Company (SHW) 0.1 $321k 945.00 339.93
SPROTT PHYSICAL GOLD amp; SILVE Tr Unit (CEF) 0.1 $316k 13k 23.76
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $307k 3.8k 81.98
Starbucks Corporation (SBUX) 0.1 $307k 3.4k 91.25
Cadence Design Systems (CDNS) 0.1 $307k 1.0k 300.46
Thermo Fisher Scientific (TMO) 0.1 $305k 587.00 520.23
Deckers Outdoor Corporation (DECK) 0.1 $305k 1.5k 203.09
Edison International (EIX) 0.1 $303k 3.8k 79.84
General Motors Company (GM) 0.1 $301k 5.6k 53.27
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $297k 13k 23.18
Parker-Hannifin Corporation (PH) 0.1 $296k 465.00 636.03
Alps Etf Tr Alerian Mlp (AMLP) 0.1 $294k 6.1k 48.16
Otis Worldwide Corp (OTIS) 0.1 $293k 3.2k 92.61
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $291k 16k 18.50
Nextera Energy (NEE) 0.1 $290k 4.0k 71.69
Amgen (AMGN) 0.1 $289k 1.1k 260.64
Genuine Parts Company (GPC) 0.1 $284k 2.4k 116.76
Ishares Msci Cda Etf (EWC) 0.1 $283k 7.0k 40.30
Hp (HPQ) 0.1 $281k 8.6k 32.63
Meta Platforms Cl A (META) 0.1 $281k 480.00 585.51
Bank of New York Mellon Corporation (BK) 0.1 $281k 3.7k 76.83
Ishares Msci Germany Etf (EWG) 0.1 $279k 8.8k 31.82
Nuscale Pwr Corp Cl A Com (SMR) 0.1 $278k 16k 17.93
Tractor Supply Company (TSCO) 0.1 $275k 5.2k 53.06
Royal Gold (RGLD) 0.1 $273k 2.1k 131.86
Fifth Third Ban (FITB) 0.1 $273k 6.5k 42.28
Corning Incorporated (GLW) 0.1 $270k 5.7k 47.52
Pfizer (PFE) 0.1 $269k 10k 26.53
Lennar Corp Cl A (LEN) 0.1 $263k 1.9k 136.37
Qualcomm (QCOM) 0.1 $261k 1.7k 153.62
Amphastar Pharmaceuticals (AMPH) 0.1 $259k 7.0k 37.13
Exelon Corporation (EXC) 0.1 $253k 6.7k 37.64
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $251k 11k 24.06
Ge Vernova (GEV) 0.1 $251k 762.00 328.93
Booking Holdings (BKNG) 0.1 $248k 50.00 4968.42
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $248k 461.00 538.81
Zoetis Cl A (ZTS) 0.1 $248k 1.5k 162.93
Brown & Brown (BRO) 0.1 $243k 2.4k 102.02
Ameriprise Financial (AMP) 0.1 $243k 456.00 532.43
Polaris Industries (PII) 0.1 $241k 4.2k 57.62
Flaherty & Crumrine/Claymore Preferred S (FFC) 0.1 $239k 15k 15.53
Spdr Ser Tr Bloomberg High Y (JNK) 0.1 $239k 2.5k 95.47
MetLife (MET) 0.1 $237k 2.9k 81.88
Select Sector Spdr Tr Indl (XLI) 0.1 $237k 1.8k 131.76
American Electric Power Company (AEP) 0.1 $234k 2.5k 92.23
Toll Brothers (TOL) 0.1 $234k 1.9k 125.95
Verizon Communications (VZ) 0.1 $232k 5.8k 39.99
RBB Motley Fool Sml (TMFS) 0.1 $229k 6.5k 35.38
Bristol Myers Squibb (BMY) 0.1 $228k 4.0k 56.56
Advanced Micro Devices (AMD) 0.1 $227k 1.9k 120.79
Norfolk Southern (NSC) 0.1 $226k 962.00 234.70
Labcorp Holdings Com Shs (LH) 0.1 $221k 963.00 229.48
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $221k 2.5k 87.33
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $220k 2.8k 77.79
Sandstorm Gold Com New (SAND) 0.1 $218k 39k 5.58
J P Morgan Exchange Traded F Internl Res Eqt (JIRE) 0.1 $217k 3.7k 58.51
Kellogg Company (K) 0.1 $216k 2.7k 80.97
Illinois Tool Works (ITW) 0.1 $208k 822.00 253.56
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.1 $206k 2.4k 87.26
Sprott Physical Gold Tr Unit (PHYS) 0.1 $201k 10k 20.14
Chubb (CB) 0.1 $201k 726.00 276.30
Ishares Msci Aust Etf (EWA) 0.1 $199k 8.3k 23.86
Agilent Technologies Inc C ommon (A) 0.1 $191k 1.4k 134.34
Mettler-Toledo International (MTD) 0.1 $188k 154.00 1223.68
Ecolab (ECL) 0.1 $186k 795.00 234.32
Cintas Corporation (CTAS) 0.1 $186k 1.0k 182.70
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $186k 3.2k 57.53