Tiemann Investment Advisors

Tiemann Investment Advisors as of March 31, 2025

Portfolio Holdings for Tiemann Investment Advisors

Tiemann Investment Advisors holds 192 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 7.8 $17M 174k 98.92
Apple (AAPL) 6.2 $14M 61k 222.13
Ishares Tr Core Total Usd (IUSB) 6.0 $13M 287k 46.08
Microsoft Corporation (MSFT) 4.7 $10M 28k 375.39
Ishares Tr Core Msci Eafe (IEFA) 4.5 $10M 133k 75.65
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 3.1 $6.9M 136k 50.63
Goldman Sachs Etf Tr Ultra Short Bond (GSST) 3.0 $6.6M 131k 50.54
NVIDIA Corporation (NVDA) 2.4 $5.3M 49k 108.38
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.3 $5.1M 9.6k 532.58
Oracle Corporation (ORCL) 2.3 $5.0M 36k 139.81
JPMorgan Chase & Co. (JPM) 2.0 $4.4M 18k 245.30
Spdr Index Shs Fds Msci Acwi Exus (CWI) 1.5 $3.3M 113k 29.58
Amazon (AMZN) 1.4 $3.2M 17k 190.26
Alphabet Cap Stk Cl A (GOOGL) 1.4 $3.0M 19k 154.64
salesforce (CRM) 1.2 $2.6M 9.8k 268.36
Costco Wholesale Corporation (COST) 1.1 $2.5M 2.7k 945.78
Ishares Tr Core S&p Scp Etf (IJR) 1.1 $2.5M 24k 104.57
Ishares Tr Sp Smcp600vl Etf (IJS) 1.0 $2.3M 24k 97.48
Spdr Gold Tr Gold Shs (GLD) 1.0 $2.2M 7.8k 288.14
Ishares Tr S&p Mc 400vl Etf (IJJ) 1.0 $2.2M 19k 119.73
Abbvie (ABBV) 1.0 $2.2M 11k 209.52
Alphabet Cap Stk Cl C (GOOG) 0.9 $2.0M 13k 156.23
Johnson & Johnson (JNJ) 0.9 $1.9M 12k 165.84
Ishares Tr Core S&p Mcp Etf (IJH) 0.9 $1.9M 33k 58.35
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) 0.8 $1.8M 35k 52.72
Ishares Tr S&P SML 600 GWT (IJT) 0.8 $1.7M 14k 124.51
Visa Com Cl A (V) 0.8 $1.7M 4.8k 350.51
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.8 $1.7M 3.1k 533.48
Ishares Tr S&p Mc 400gr Etf (IJK) 0.7 $1.6M 19k 83.28
Allstate Corporation (ALL) 0.7 $1.6M 7.6k 207.07
Eli Lilly & Co. (LLY) 0.7 $1.5M 1.8k 825.91
Ishares Tr S&p 500 Val Etf (IVE) 0.7 $1.5M 7.8k 190.58
Ishares Tr Rus 1000 Etf (IWB) 0.7 $1.5M 4.8k 306.74
Ishares Tr Msci Emg Mkt Etf (EEM) 0.7 $1.5M 34k 43.70
UnitedHealth (UNH) 0.6 $1.4M 2.7k 523.88
Lowe's Companies (LOW) 0.6 $1.4M 6.0k 233.23
Abbott Laboratories (ABT) 0.6 $1.3M 9.7k 132.65
Essex Property Trust (ESS) 0.6 $1.2M 4.1k 306.63
Ishares Tr Core S&p500 Etf (IVV) 0.5 $1.2M 2.2k 561.90
Ishares Msci Jpn Etf New (EWJ) 0.5 $1.2M 17k 68.56
Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $1.1M 12k 92.83
Cisco Systems (CSCO) 0.5 $1.1M 19k 61.71
Discover Financial Services 0.5 $1.1M 6.7k 170.70
Netflix (NFLX) 0.5 $1.1M 1.2k 932.53
Intuitive Surgical Com New (ISRG) 0.5 $1.1M 2.3k 495.27
Broadcom (AVGO) 0.5 $1.1M 6.8k 167.43
Caterpillar (CAT) 0.5 $1.0M 3.2k 329.80
Raytheon Technologies Corp (RTX) 0.5 $1.0M 7.7k 132.46
Home Depot (HD) 0.5 $1.0M 2.7k 366.53
Wal-Mart Stores (WMT) 0.5 $1.0M 11k 87.79
Flexshares Tr Iboxx 3r Targt (TDTT) 0.5 $998k 41k 24.38
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.5 $996k 19k 52.52
Tesla Motors (TSLA) 0.4 $963k 3.7k 259.16
Ishares Tr Msci Eafe Etf (EFA) 0.4 $927k 11k 81.73
Ishares Core Msci Emkt (IEMG) 0.4 $907k 17k 53.97
Microchip Technology (MCHP) 0.4 $844k 17k 48.41
Ishares Tr Msci Uk Etf New (EWU) 0.4 $826k 22k 37.47
Goldman Sachs (GS) 0.4 $825k 1.5k 546.29
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $814k 1.5k 559.55
Flexshares Tr Iboxx 5yr Trgt (TDTF) 0.4 $811k 34k 24.25
Constellation Energy (CEG) 0.4 $798k 4.0k 201.63
Equity Lifestyle Properties (ELS) 0.3 $765k 12k 66.70
Merck & Co (MRK) 0.3 $712k 7.9k 89.76
Applied Materials (AMAT) 0.3 $692k 4.8k 145.12
Ishares Tr Tips Bd Etf (TIP) 0.3 $678k 6.1k 111.09
McDonald's Corporation (MCD) 0.3 $672k 2.2k 312.37
Procter & Gamble Company (PG) 0.3 $660k 3.9k 170.45
D.R. Horton (DHI) 0.3 $618k 4.9k 127.13
Ge Aerospace Com New (GE) 0.3 $611k 3.1k 200.15
Intuit (INTU) 0.3 $599k 976.00 613.99
American Express Company (AXP) 0.3 $598k 2.2k 269.05
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $595k 7.6k 78.28
Ishares Tr Russell 2000 Etf (IWM) 0.3 $591k 3.0k 199.51
Fiserv (FI) 0.3 $586k 2.7k 220.83
Bank of America Corporation (BAC) 0.3 $584k 14k 41.73
Colgate-Palmolive Company (CL) 0.3 $558k 6.0k 93.70
Deere & Company (DE) 0.2 $547k 1.2k 469.35
Marriott Intl Cl A (MAR) 0.2 $534k 2.2k 238.23
Duke Energy Corp Com New (DUK) 0.2 $527k 4.3k 121.97
Cummins (CMI) 0.2 $524k 1.7k 313.44
Union Pacific Corporation (UNP) 0.2 $512k 2.2k 236.24
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $492k 4.5k 108.71
Fair Isaac Corporation (FICO) 0.2 $489k 265.00 1844.16
Emerson Electric (EMR) 0.2 $478k 4.4k 109.64
FedEx Corporation (FDX) 0.2 $471k 1.9k 243.86
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $457k 20k 23.43
At&t (T) 0.2 $451k 16k 28.28
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $448k 9.9k 45.26
Mastercard Incorporated Cl A (MA) 0.2 $448k 817.00 548.12
Honeywell International (HON) 0.2 $447k 2.1k 211.75
Coca-Cola Company (KO) 0.2 $444k 6.2k 71.62
Walt Disney Company (DIS) 0.2 $441k 4.5k 98.70
General Dynamics Corporation (GD) 0.2 $440k 1.6k 272.58
Cardinal Health (CAH) 0.2 $431k 3.1k 137.77
McKesson Corporation (MCK) 0.2 $431k 640.00 672.99
Linde SHS (LIN) 0.2 $425k 912.00 465.64
Morgan Stanley Com New (MS) 0.2 $423k 3.6k 116.67
International Business Machines (IBM) 0.2 $422k 1.7k 248.66
Prologis (PLD) 0.2 $417k 3.7k 111.79
Kimberly-Clark Corporation (KMB) 0.2 $417k 2.9k 142.22
Realty Income (O) 0.2 $416k 7.2k 58.02
American Tower Reit (AMT) 0.2 $408k 1.9k 217.66
Comcast Corp Cl A (CMCSA) 0.2 $407k 11k 36.90
Spdr Ser Tr Portfolio Short (SPSB) 0.2 $407k 14k 30.10
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $402k 19k 21.53
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $393k 4.8k 82.73
Carrier Global Corporation (CARR) 0.2 $387k 6.1k 63.40
Travelers Companies (TRV) 0.2 $386k 1.5k 264.46
Ishares Msci Netherl Etf (EWN) 0.2 $384k 8.2k 46.73
SPROTT PHYSICAL GOLD amp; SILVE Tr Unit (CEF) 0.2 $378k 13k 28.41
Eastman Chemical Company (EMN) 0.2 $375k 4.3k 88.11
Synopsys (SNPS) 0.2 $367k 855.00 428.85
Air Products & Chemicals (APD) 0.2 $366k 1.2k 295.02
Ishares Msci France Etf (EWQ) 0.2 $363k 9.1k 39.80
Royal Gold (RGLD) 0.2 $356k 2.2k 163.57
Kla Corp Com New (KLAC) 0.2 $355k 522.00 679.80
Amgen (AMGN) 0.2 $353k 1.1k 311.55
Blackrock (BLK) 0.2 $344k 363.00 946.48
Starbucks Corporation (SBUX) 0.2 $338k 3.5k 98.09
Intel Corporation (INTC) 0.2 $335k 15k 22.71
Archer Daniels Midland Company (ADM) 0.2 $333k 6.9k 48.01
Texas Instruments Incorporated (TXN) 0.1 $328k 1.8k 179.70
Otis Worldwide Corp (OTIS) 0.1 $326k 3.2k 103.20
Ishares Msci Germany Etf (EWG) 0.1 $325k 8.8k 37.08
Keysight Technologies (KEYS) 0.1 $325k 2.2k 149.77
Sherwin-Williams Company (SHW) 0.1 $325k 930.00 349.19
Alps Etf Tr Alerian Mlp (AMLP) 0.1 $317k 6.1k 51.94
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $312k 16k 19.78
Exelon Corporation (EXC) 0.1 $310k 6.7k 46.08
Williams-Sonoma (WSM) 0.1 $298k 1.9k 158.10
Brown & Brown (BRO) 0.1 $296k 2.4k 124.40
Sandstorm Gold Com New (SAND) 0.1 $295k 39k 7.55
Ishares Msci Cda Etf (EWC) 0.1 $286k 7.0k 40.75
Bank of New York Mellon Corporation (BK) 0.1 $285k 3.4k 83.87
Adobe Systems Incorporated (ADBE) 0.1 $284k 740.00 383.53
Genuine Parts Company (GPC) 0.1 $281k 2.4k 119.14
Digital Realty Trust (DLR) 0.1 $281k 2.0k 143.29
Nextera Energy (NEE) 0.1 $281k 4.0k 70.89
Parker-Hannifin Corporation (PH) 0.1 $280k 460.00 607.85
American Electric Power Company (AEP) 0.1 $278k 2.5k 109.27
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $277k 13k 22.08
Corning Incorporated (GLW) 0.1 $276k 6.0k 45.78
Pepsi (PEP) 0.1 $275k 1.8k 149.94
Thermo Fisher Scientific (TMO) 0.1 $275k 552.00 497.60
Tractor Supply Company (TSCO) 0.1 $274k 5.0k 55.10
Gilead Sciences (GILD) 0.1 $269k 2.4k 112.05
CSX Corporation (CSX) 0.1 $267k 9.1k 29.43
Meta Platforms Cl A (META) 0.1 $262k 455.00 576.36
Cadence Design Systems (CDNS) 0.1 $259k 1.0k 254.33
Verizon Communications (VZ) 0.1 $258k 5.7k 45.36
J P Morgan Exchange Traded F Internl Res Eqt (JIRE) 0.1 $256k 4.0k 63.72
Zoetis Cl A (ZTS) 0.1 $254k 1.5k 164.65
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $254k 11k 24.34
Fifth Third Ban (FITB) 0.1 $253k 6.5k 39.20
Qualcomm (QCOM) 0.1 $253k 1.6k 153.61
O'reilly Automotive (ORLY) 0.1 $248k 173.00 1432.58
Bristol Myers Squibb (BMY) 0.1 $246k 4.0k 60.99
Flaherty & Crumrine/Claymore Preferred S (FFC) 0.1 $245k 15k 15.93
Novo-nordisk A S Adr (NVO) 0.1 $243k 3.5k 69.44
Sprott Physical Gold Tr Unit (PHYS) 0.1 $241k 10k 24.06
Hp (HPQ) 0.1 $239k 8.6k 27.69
Spdr Ser Tr Bloomberg High Y (JNK) 0.1 $238k 2.5k 95.30
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $237k 461.00 513.91
Select Sector Spdr Tr Indl (XLI) 0.1 $236k 1.8k 131.07
Pfizer (PFE) 0.1 $234k 9.3k 25.34
MetLife (MET) 0.1 $233k 2.9k 80.29
Ge Vernova (GEV) 0.1 $233k 762.00 305.28
Lennar Corp Cl A (LEN) 0.1 $231k 2.0k 114.78
General Motors Company (GM) 0.1 $230k 4.9k 47.03
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $230k 2.5k 91.03
Constellation Brands Cl A (STZ) 0.1 $229k 1.2k 183.52
Norfolk Southern (NSC) 0.1 $228k 962.00 236.85
Labcorp Holdings Com Shs (LH) 0.1 $224k 963.00 232.90
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $224k 2.8k 79.37
Chubb (CB) 0.1 $219k 726.00 301.99
Kellogg Company (K) 0.1 $212k 2.6k 82.49
Ameriprise Financial (AMP) 0.1 $211k 436.00 484.11
Southern Company (SO) 0.1 $211k 2.3k 91.95
Metropcs Communications (TMUS) 0.1 $210k 787.00 266.71
Booking Holdings (BKNG) 0.1 $207k 45.00 4606.91
Ishares Msci Switzerland (EWL) 0.1 $206k 4.0k 51.79
Ecolab (ECL) 0.1 $205k 810.00 253.52
Illinois Tool Works (ITW) 0.1 $204k 822.00 248.01
RBB Motley Fool Sml (TMFS) 0.1 $202k 6.2k 32.42
Amphastar Pharmaceuticals (AMPH) 0.1 $202k 7.0k 28.99
Paychex (PAYX) 0.1 $201k 1.3k 154.28
Nuscale Pwr Corp Cl A Com (SMR) 0.1 $198k 14k 14.16
Toll Brothers (TOL) 0.1 $196k 1.9k 105.59
Ishares Msci Aust Etf (EWA) 0.1 $195k 8.3k 23.44
Advanced Micro Devices (AMD) 0.1 $193k 1.9k 102.74
Cintas Corporation (CTAS) 0.1 $188k 916.00 205.53
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.1 $185k 2.4k 78.41