Tiemann Investment Advisors

Tiemann Investment Advisors as of June 30, 2025

Portfolio Holdings for Tiemann Investment Advisors

Tiemann Investment Advisors holds 199 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 7.6 $19M 187k 99.20
Microsoft Corporation (MSFT) 5.6 $14M 28k 497.41
Ishares Tr Core Total Usd (IUSB) 5.4 $13M 287k 46.23
Apple (AAPL) 5.1 $13M 61k 205.17
Ishares Tr Core Msci Eafe (IEFA) 4.6 $11M 133k 83.48
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 3.7 $9.0M 177k 50.68
Goldman Sachs Etf Tr Ultra Short Bond (GSST) 3.5 $8.6M 171k 50.56
NVIDIA Corporation (NVDA) 3.1 $7.5M 48k 157.99
Oracle Corporation (ORCL) 2.5 $6.2M 28k 218.63
JPMorgan Chase & Co. (JPM) 2.1 $5.2M 18k 289.91
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.9 $4.7M 9.6k 485.77
Amazon (AMZN) 1.5 $3.7M 17k 219.39
Spdr Index Shs Fds Msci Acwi Exus (CWI) 1.5 $3.6M 111k 32.66
Alphabet Cap Stk Cl A (GOOGL) 1.4 $3.4M 19k 176.23
salesforce (CRM) 1.1 $2.7M 10k 272.69
Costco Wholesale Corporation (COST) 1.1 $2.6M 2.6k 989.94
Ishares Tr Core S&p Scp Etf (IJR) 1.0 $2.5M 23k 109.29
Ishares Tr Sp Smcp600vl Etf (IJS) 1.0 $2.4M 24k 99.49
Spdr Gold Tr Gold Shs (GLD) 1.0 $2.4M 7.8k 304.83
Ishares Tr S&p Mc 400vl Etf (IJJ) 1.0 $2.3M 19k 123.58
Alphabet Cap Stk Cl C (GOOG) 0.8 $2.1M 12k 177.39
Ishares Tr Core S&p Mcp Etf (IJH) 0.8 $2.0M 33k 62.02
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) 0.8 $2.0M 36k 56.41
Abbvie (ABBV) 0.8 $1.9M 10k 185.62
Ishares Tr S&P SML 600 GWT (IJT) 0.8 $1.9M 14k 133.04
Broadcom (AVGO) 0.8 $1.9M 6.7k 275.65
Ishares Tr S&p Mc 400gr Etf (IJK) 0.7 $1.8M 20k 90.98
Johnson & Johnson (JNJ) 0.7 $1.7M 11k 152.75
Visa Com Cl A (V) 0.7 $1.7M 4.9k 355.03
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.7 $1.7M 21k 78.70
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.7 $1.7M 2.9k 566.48
Ishares Tr Rus 1000 Etf (IWB) 0.7 $1.6M 4.8k 339.57
Netflix (NFLX) 0.7 $1.6M 1.2k 1339.13
Capital One Financial (COF) 0.7 $1.6M 7.5k 212.76
Ishares Tr S&p 500 Val Etf (IVE) 0.6 $1.6M 8.0k 195.42
Ishares Tr Msci Emg Mkt Etf (EEM) 0.6 $1.6M 33k 48.24
Allstate Corporation (ALL) 0.6 $1.5M 7.3k 201.31
Eli Lilly & Co. (LLY) 0.6 $1.4M 1.8k 779.53
Ishares Tr Core S&p500 Etf (IVV) 0.6 $1.4M 2.2k 620.90
Lowe's Companies (LOW) 0.6 $1.4M 6.1k 221.87
Abbott Laboratories (ABT) 0.5 $1.3M 9.7k 136.01
Cisco Systems (CSCO) 0.5 $1.3M 19k 69.38
Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $1.3M 12k 110.10
Constellation Energy (CEG) 0.5 $1.3M 3.9k 322.76
Ishares Msci Jpn Etf New (EWJ) 0.5 $1.2M 17k 74.97
Intuitive Surgical Com New (ISRG) 0.5 $1.2M 2.3k 543.41
Microchip Technology (MCHP) 0.5 $1.2M 17k 70.37
Tesla Motors (TSLA) 0.5 $1.2M 3.7k 317.66
Essex Property Trust (ESS) 0.5 $1.1M 4.0k 283.38
Wal-Mart Stores (WMT) 0.5 $1.1M 12k 97.78
Flexshares Tr Iboxx 3r Targt (TDTT) 0.5 $1.1M 46k 24.24
Caterpillar (CAT) 0.5 $1.1M 2.9k 388.21
Goldman Sachs (GS) 0.5 $1.1M 1.6k 707.75
Ishares Core Msci Emkt (IEMG) 0.4 $1.1M 18k 60.03
Ishares Tr Msci Eafe Etf (EFA) 0.4 $1.0M 11k 89.39
Home Depot (HD) 0.4 $1.0M 2.8k 366.68
Raytheon Technologies Corp (RTX) 0.4 $1.0M 6.9k 146.02
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.4 $975k 18k 53.29
Flexshares Tr Iboxx 5yr Trgt (TDTF) 0.4 $938k 39k 24.08
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $907k 1.5k 617.69
Ishares Tr Msci Uk Etf New (EWU) 0.3 $853k 22k 39.72
Ge Aerospace Com New (GE) 0.3 $799k 3.1k 257.39
Intuit (INTU) 0.3 $782k 993.00 787.63
Applied Materials (AMAT) 0.3 $757k 4.1k 183.07
UnitedHealth (UNH) 0.3 $747k 2.4k 311.94
Bank of America Corporation (BAC) 0.3 $715k 15k 47.32
Equity Lifestyle Properties (ELS) 0.3 $694k 11k 61.67
Procter & Gamble Company (PG) 0.3 $687k 4.3k 159.31
Ishares Tr Tips Bd Etf (TIP) 0.3 $671k 6.1k 110.04
American Express Company (AXP) 0.3 $652k 2.0k 318.98
Spdr Series Trust Portfolio Short (SPSB) 0.3 $649k 22k 30.19
Ishares Tr Russell 2000 Etf (IWM) 0.3 $639k 3.0k 215.82
McDonald's Corporation (MCD) 0.3 $627k 2.1k 292.17
Marriott Intl Cl A (MAR) 0.3 $619k 2.3k 273.20
Deere & Company (DE) 0.2 $587k 1.2k 508.49
Emerson Electric (EMR) 0.2 $581k 4.4k 133.33
Merck & Co (MRK) 0.2 $574k 7.2k 79.16
Walt Disney Company (DIS) 0.2 $566k 4.6k 124.01
Cummins (CMI) 0.2 $553k 1.7k 327.45
Colgate-Palmolive Company (CL) 0.2 $553k 6.1k 90.90
D.R. Horton (DHI) 0.2 $543k 4.2k 128.92
Cardinal Health (CAH) 0.2 $543k 3.2k 168.00
Nuscale Pwr Corp Cl A Com (SMR) 0.2 $534k 14k 39.56
International Business Machines (IBM) 0.2 $525k 1.8k 294.78
Honeywell International (HON) 0.2 $523k 2.2k 232.88
J P Morgan Exchange Traded F Internl Res Eqt (JIRE) 0.2 $504k 7.1k 70.77
Morgan Stanley Com New (MS) 0.2 $492k 3.5k 140.86
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $489k 19k 25.30
Union Pacific Corporation (UNP) 0.2 $488k 2.1k 230.08
Fair Isaac Corporation (FICO) 0.2 $484k 265.00 1827.96
General Dynamics Corporation (GD) 0.2 $483k 1.7k 291.66
McKesson Corporation (MCK) 0.2 $469k 640.00 732.78
Duke Energy Corp Com New (DUK) 0.2 $465k 3.9k 118.00
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $463k 9.4k 49.46
At&t (T) 0.2 $461k 16k 28.94
Fiserv (FI) 0.2 $458k 2.7k 172.41
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $457k 4.2k 109.61
Kla Corp Com New (KLAC) 0.2 $450k 502.00 895.74
American Tower Reit (AMT) 0.2 $449k 2.0k 220.97
Ishares Msci Netherl Etf (EWN) 0.2 $448k 8.2k 54.50
Coca-Cola Company (KO) 0.2 $447k 6.3k 70.75
Mastercard Incorporated Cl A (MA) 0.2 $445k 792.00 561.94
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $440k 19k 23.83
FedEx Corporation (FDX) 0.2 $439k 1.9k 227.26
Synopsys (SNPS) 0.2 $438k 855.00 512.68
Linde SHS (LIN) 0.2 $433k 922.00 469.18
Carrier Global Corporation (CARR) 0.2 $428k 5.8k 73.19
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $427k 5.2k 82.86
Ge Vernova (GEV) 0.2 $420k 794.00 529.15
Texas Instruments Incorporated (TXN) 0.2 $405k 2.0k 207.62
Royal Gold (RGLD) 0.2 $401k 2.3k 177.81
SPROTT PHYSICAL GOLD amp; SILVE Tr Unit (CEF) 0.2 $401k 13k 30.10
Ishares Msci France Etf (EWQ) 0.2 $391k 9.1k 42.80
Prologis (PLD) 0.2 $391k 3.7k 105.12
Travelers Companies (TRV) 0.2 $387k 1.4k 267.54
Blackrock (BLK) 0.2 $381k 363.00 1049.25
Kimberly-Clark Corporation (KMB) 0.2 $378k 2.9k 128.92
Comcast Corp Cl A (CMCSA) 0.2 $376k 11k 35.69
Realty Income (O) 0.2 $374k 6.5k 57.61
Ishares Msci Germany Etf (EWG) 0.2 $371k 8.8k 42.31
Sandstorm Gold Com New (SAND) 0.2 $367k 39k 9.40
Keysight Technologies (KEYS) 0.1 $356k 2.2k 163.86
Air Products & Chemicals (APD) 0.1 $349k 1.2k 282.17
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $348k 16k 22.10
Meta Platforms Cl A (META) 0.1 $336k 455.00 738.09
Ishares Msci Cda Etf (EWC) 0.1 $324k 7.0k 46.20
Cadence Design Systems (CDNS) 0.1 $324k 1.1k 308.15
Parker-Hannifin Corporation (PH) 0.1 $321k 460.00 698.47
Starbucks Corporation (SBUX) 0.1 $321k 3.5k 91.63
Sherwin-Williams Company (SHW) 0.1 $319k 930.00 343.36
Bank of New York Mellon Corporation (BK) 0.1 $318k 3.5k 91.11
Amgen (AMGN) 0.1 $317k 1.1k 279.21
Exelon Corporation (EXC) 0.1 $316k 7.3k 43.42
Eastman Chemical Company (EMN) 0.1 $315k 4.2k 74.66
Intel Corporation (INTC) 0.1 $315k 14k 22.40
Digital Realty Trust (DLR) 0.1 $309k 1.8k 174.33
Otis Worldwide Corp (OTIS) 0.1 $309k 3.1k 99.02
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $307k 13k 24.44
Corning Incorporated (GLW) 0.1 $304k 5.8k 52.59
Williams-Sonoma (WSM) 0.1 $296k 1.8k 163.37
Genuine Parts Company (GPC) 0.1 $286k 2.4k 121.31
Adobe Systems Incorporated (ADBE) 0.1 $286k 740.00 386.88
CSX Corporation (CSX) 0.1 $276k 8.5k 32.63
Fifth Third Ban (FITB) 0.1 $276k 6.7k 41.13
Alps Etf Tr Alerian Mlp (AMLP) 0.1 $274k 5.6k 48.86
Select Sector Spdr Tr Indl (XLI) 0.1 $266k 1.8k 147.52
Nextera Energy (NEE) 0.1 $264k 3.8k 69.42
Brown & Brown (BRO) 0.1 $264k 2.4k 110.87
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $262k 461.00 568.03
American Electric Power Company (AEP) 0.1 $261k 2.5k 103.76
Booking Holdings (BKNG) 0.1 $261k 45.00 5789.24
Labcorp Holdings Com Shs (LH) 0.1 $260k 989.00 262.42
O'reilly Automotive (ORLY) 0.1 $256k 2.8k 90.13
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $255k 11k 24.38
Gilead Sciences (GILD) 0.1 $255k 2.3k 110.87
Sprott Physical Gold Tr Unit (PHYS) 0.1 $254k 10k 25.35
Flaherty & Crumrine/Claymore Preferred S (FFC) 0.1 $251k 15k 16.29
Tractor Supply Company (TSCO) 0.1 $249k 4.7k 52.77
Jabil Circuit (JBL) 0.1 $248k 1.1k 218.10
Pfizer (PFE) 0.1 $244k 10k 24.24
Ameriprise Financial (AMP) 0.1 $243k 456.00 533.73
Spdr Series Trust Bloomberg High Y (JNK) 0.1 $243k 2.5k 97.27
Qualcomm (QCOM) 0.1 $243k 1.5k 159.29
Novo-nordisk A S Adr (NVO) 0.1 $242k 3.5k 69.02
Zoetis Cl A (ZTS) 0.1 $241k 1.5k 155.95
General Motors Company (GM) 0.1 $241k 4.9k 49.21
Advanced Micro Devices (AMD) 0.1 $237k 1.7k 141.90
Southern Company (SO) 0.1 $237k 2.6k 91.83
Bwx Technologies (BWXT) 0.1 $234k 1.6k 144.06
MetLife (MET) 0.1 $233k 2.9k 80.42
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $232k 2.8k 82.14
Ecolab (ECL) 0.1 $232k 860.00 269.44
Tenet Healthcare Corp Com New 0.1 $230k 1.3k 176.00
Curtiss-Wright (CW) 0.1 $230k 470.00 488.55
Pepsi (PEP) 0.1 $229k 1.7k 132.04
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $228k 1.0k 226.49
Verizon Communications (VZ) 0.1 $224k 5.2k 43.27
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $223k 2.5k 88.25
Norfolk Southern (NSC) 0.1 $221k 862.00 255.97
RBB Motley Fool Sml (TMFS) 0.1 $220k 6.2k 35.35
Hp (HPQ) 0.1 $220k 9.0k 24.46
Ishares Msci Switzerland (EWL) 0.1 $218k 4.0k 54.81
Ishares Msci Sweden Etf (EWD) 0.1 $213k 4.7k 45.74
Toll Brothers (TOL) 0.1 $212k 1.9k 114.13
Ishares Msci Aust Etf (EWA) 0.1 $211k 8.0k 26.32
Micron Technology (MU) 0.1 $211k 1.7k 123.25
Rockwell Automation (ROK) 0.1 $211k 634.00 332.00
Thermo Fisher Scientific (TMO) 0.1 $210k 519.00 405.46
Chubb (CB) 0.1 $210k 726.00 289.72
Johnson Ctls Intl SHS (JCI) 0.1 $209k 2.0k 105.62
Archer Daniels Midland Company (ADM) 0.1 $206k 3.9k 52.78
Lennar Corp Cl A (LEN) 0.1 $205k 1.9k 110.61
Kellogg Company (K) 0.1 $204k 2.6k 79.53
Cintas Corporation (CTAS) 0.1 $204k 916.00 222.87
Illinois Tool Works (ITW) 0.1 $200k 807.00 247.25
Metropcs Communications (TMUS) 0.1 $195k 817.00 238.26
Constellation Brands Cl A (STZ) 0.1 $193k 1.2k 162.68
Paychex (PAYX) 0.1 $190k 1.3k 145.46
Spdr Series Trust S&p 600 Smcp Val (SLYV) 0.1 $188k 2.4k 79.77