Tiemann Investment Advisors as of Sept. 30, 2025
Portfolio Holdings for Tiemann Investment Advisors
Tiemann Investment Advisors holds 206 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core Us Aggbd Et (AGG) | 7.5 | $20M | 195k | 100.25 | |
| Apple (AAPL) | 6.0 | $16M | 61k | 254.63 | |
| Microsoft Corporation (MSFT) | 5.4 | $14M | 27k | 517.95 | |
| Ishares Tr Core Total Usd (IUSB) | 5.3 | $14M | 294k | 46.71 | |
| Ishares Tr Core Msci Eafe (IEFA) | 4.5 | $12M | 133k | 87.31 | |
| NVIDIA Corporation (NVDA) | 3.3 | $8.6M | 46k | 186.58 | |
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 3.1 | $8.1M | 161k | 50.73 | |
| Oracle Corporation (ORCL) | 3.1 | $8.0M | 28k | 281.24 | |
| Goldman Sachs Etf Tr Ultra Short Bond (GSST) | 3.0 | $7.8M | 154k | 50.70 | |
| JPMorgan Chase & Co. (JPM) | 2.1 | $5.6M | 18k | 315.43 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.8 | $4.8M | 9.6k | 502.74 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $4.6M | 19k | 243.10 | |
| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 1.5 | $3.8M | 110k | 34.92 | |
| Amazon (AMZN) | 1.4 | $3.6M | 16k | 219.57 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $2.8M | 12k | 243.55 | |
| Spdr Gold Tr Gold Shs (GLD) | 1.1 | $2.8M | 7.7k | 355.47 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 1.0 | $2.7M | 23k | 118.83 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 1.0 | $2.7M | 25k | 110.59 | |
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.9 | $2.5M | 19k | 129.72 | |
| Costco Wholesale Corporation (COST) | 0.9 | $2.4M | 2.6k | 925.63 | |
| Abbvie (ABBV) | 0.9 | $2.4M | 10k | 231.54 | |
| salesforce (CRM) | 0.9 | $2.3M | 9.8k | 237.00 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.9 | $2.3M | 35k | 65.26 | |
| J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) | 0.8 | $2.2M | 37k | 59.00 | |
| Broadcom (AVGO) | 0.8 | $2.1M | 6.4k | 329.91 | |
| Johnson & Johnson (JNJ) | 0.8 | $2.1M | 11k | 185.42 | |
| Ishares Tr S&P SML 600 GWT (IJT) | 0.8 | $2.0M | 14k | 141.51 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.7 | $1.9M | 20k | 95.89 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.7 | $1.8M | 4.8k | 365.48 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.7 | $1.8M | 2.9k | 596.03 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.7 | $1.7M | 8.3k | 206.51 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.6 | $1.7M | 31k | 53.40 | |
| Visa Com Cl A (V) | 0.6 | $1.6M | 4.8k | 341.43 | |
| Capital One Financial (COF) | 0.6 | $1.6M | 7.5k | 212.58 | |
| Tesla Motors (TSLA) | 0.6 | $1.6M | 3.5k | 444.72 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $1.6M | 17k | 93.37 | |
| Allstate Corporation (ALL) | 0.6 | $1.6M | 7.3k | 214.65 | |
| Lowe's Companies (LOW) | 0.6 | $1.5M | 6.1k | 251.31 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $1.5M | 2.3k | 669.30 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.5 | $1.4M | 12k | 120.72 | |
| Eli Lilly & Co. (LLY) | 0.5 | $1.4M | 1.8k | 763.00 | |
| Netflix (NFLX) | 0.5 | $1.4M | 1.1k | 1198.92 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $1.3M | 5.6k | 241.96 | |
| Caterpillar (CAT) | 0.5 | $1.3M | 2.8k | 477.15 | |
| Abbott Laboratories (ABT) | 0.5 | $1.3M | 9.7k | 133.94 | |
| Ishares Msci Jpn Etf New (EWJ) | 0.5 | $1.3M | 16k | 80.21 | |
| Cisco Systems (CSCO) | 0.5 | $1.3M | 19k | 68.42 | |
| Constellation Energy (CEG) | 0.5 | $1.3M | 3.9k | 329.07 | |
| Goldman Sachs (GS) | 0.5 | $1.3M | 1.6k | 796.35 | |
| At&t (T) | 0.5 | $1.3M | 44k | 28.24 | |
| Ishares Core Msci Emkt (IEMG) | 0.5 | $1.2M | 18k | 65.92 | |
| Wal-Mart Stores (WMT) | 0.4 | $1.2M | 11k | 103.07 | |
| Raytheon Technologies Corp (RTX) | 0.4 | $1.1M | 6.8k | 167.33 | |
| Flexshares Tr Iboxx 3r Targt (TDTT) | 0.4 | $1.1M | 46k | 24.33 | |
| Home Depot (HD) | 0.4 | $1.1M | 2.8k | 405.24 | |
| Microchip Technology (MCHP) | 0.4 | $1.1M | 17k | 64.22 | |
| Essex Property Trust (ESS) | 0.4 | $1.1M | 4.0k | 267.71 | |
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.4 | $989k | 18k | 54.09 | |
| Flexshares Tr Iboxx 5yr Trgt (TDTF) | 0.4 | $955k | 39k | 24.27 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $952k | 1.4k | 666.47 | |
| Ge Aerospace Com New (GE) | 0.4 | $943k | 3.1k | 300.82 | |
| Ishares Tr Msci Uk Etf New (EWU) | 0.3 | $854k | 20k | 41.97 | |
| Applied Materials (AMAT) | 0.3 | $806k | 3.9k | 204.74 | |
| Intuitive Surgical Com New (ISRG) | 0.3 | $800k | 1.8k | 447.23 | |
| UnitedHealth (UNH) | 0.3 | $788k | 2.3k | 345.42 | |
| Bank of America Corporation (BAC) | 0.3 | $765k | 15k | 51.59 | |
| D.R. Horton (DHI) | 0.3 | $720k | 4.2k | 169.47 | |
| Cummins (CMI) | 0.3 | $707k | 1.7k | 422.55 | |
| Intuit (INTU) | 0.3 | $688k | 1.0k | 682.91 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.3 | $678k | 6.1k | 111.22 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $664k | 8.4k | 78.91 | |
| McDonald's Corporation (MCD) | 0.2 | $652k | 2.1k | 303.89 | |
| Equity Lifestyle Properties (ELS) | 0.2 | $651k | 11k | 60.70 | |
| American Express Company (AXP) | 0.2 | $642k | 1.9k | 332.16 | |
| Procter & Gamble Company (PG) | 0.2 | $640k | 4.2k | 153.67 | |
| Spdr Series Trust Portfolio Short (SPSB) | 0.2 | $613k | 20k | 30.29 | |
| Ge Vernova (GEV) | 0.2 | $609k | 990.00 | 614.90 | |
| Merck & Co (MRK) | 0.2 | $608k | 7.2k | 83.93 | |
| Marriott Intl Cl A (MAR) | 0.2 | $581k | 2.2k | 260.50 | |
| General Dynamics Corporation (GD) | 0.2 | $564k | 1.7k | 341.00 | |
| Emerson Electric (EMR) | 0.2 | $562k | 4.3k | 131.18 | |
| Morgan Stanley Com New (MS) | 0.2 | $553k | 3.5k | 158.96 | |
| Verizon Communications (VZ) | 0.2 | $543k | 12k | 43.95 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $539k | 19k | 27.90 | |
| Deere & Company (DE) | 0.2 | $524k | 1.1k | 457.26 | |
| J P Morgan Exchange Traded F Internl Res Eqt (JIRE) | 0.2 | $523k | 7.1k | 73.54 | |
| Walt Disney Company (DIS) | 0.2 | $523k | 4.6k | 114.50 | |
| Kla Corp Com New (KLAC) | 0.2 | $520k | 482.00 | 1078.60 | |
| Cardinal Health (CAH) | 0.2 | $507k | 3.2k | 156.96 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $507k | 9.4k | 54.18 | |
| McKesson Corporation (MCK) | 0.2 | $494k | 640.00 | 772.54 | |
| Union Pacific Corporation (UNP) | 0.2 | $492k | 2.1k | 236.37 | |
| Sandstorm Gold Com New (SAND) | 0.2 | $489k | 39k | 12.52 | |
| Sprott Asset Management Physical Gold An (CEF) | 0.2 | $488k | 13k | 36.69 | |
| Duke Energy Corp Com New (DUK) | 0.2 | $488k | 3.9k | 123.75 | |
| Colgate-Palmolive Company (CL) | 0.2 | $486k | 6.1k | 79.94 | |
| Ishares Msci Netherl Etf (EWN) | 0.2 | $477k | 8.2k | 58.01 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $475k | 19k | 25.71 | |
| Mastercard Incorporated Cl A (MA) | 0.2 | $474k | 834.00 | 568.81 | |
| International Business Machines (IBM) | 0.2 | $474k | 1.7k | 282.16 | |
| Corning Incorporated (GLW) | 0.2 | $466k | 5.7k | 82.03 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $465k | 4.2k | 111.50 | |
| Intel Corporation (INTC) | 0.2 | $463k | 14k | 33.55 | |
| Royal Gold (RGLD) | 0.2 | $457k | 2.3k | 200.64 | |
| FedEx Corporation (FDX) | 0.2 | $456k | 1.9k | 235.88 | |
| Linde SHS (LIN) | 0.2 | $438k | 922.00 | 475.00 | |
| Honeywell International (HON) | 0.2 | $437k | 2.1k | 210.50 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $427k | 5.2k | 82.96 | |
| Prologis (PLD) | 0.2 | $423k | 3.7k | 114.52 | |
| Coca-Cola Company (KO) | 0.2 | $419k | 6.3k | 66.32 | |
| Nuscale Pwr Corp Cl A Com (SMR) | 0.2 | $404k | 11k | 36.00 | |
| Travelers Companies (TRV) | 0.2 | $404k | 1.4k | 279.22 | |
| Ishares Msci France Etf (EWQ) | 0.2 | $401k | 9.1k | 43.93 | |
| Synopsys (SNPS) | 0.2 | $397k | 805.00 | 493.39 | |
| Blackrock (BLK) | 0.2 | $396k | 340.00 | 1165.87 | |
| Fair Isaac Corporation (FICO) | 0.1 | $392k | 262.00 | 1496.53 | |
| Keysight Technologies (KEYS) | 0.1 | $389k | 2.2k | 174.92 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $386k | 12k | 31.42 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $385k | 3.1k | 124.34 | |
| Realty Income (O) | 0.1 | $383k | 6.3k | 60.79 | |
| Bank of New York Mellon Corporation (BK) | 0.1 | $372k | 3.4k | 108.96 | |
| Cadence Design Systems (CDNS) | 0.1 | $369k | 1.1k | 351.26 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $367k | 16k | 23.28 | |
| Ishares Msci Germany Etf (EWG) | 0.1 | $365k | 8.8k | 41.61 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $358k | 2.0k | 183.73 | |
| Ishares Msci Cda Etf (EWC) | 0.1 | $355k | 7.0k | 50.55 | |
| Williams-Sonoma (WSM) | 0.1 | $354k | 1.8k | 195.45 | |
| Carrier Global Corporation (CARR) | 0.1 | $349k | 5.8k | 59.70 | |
| Air Products & Chemicals (APD) | 0.1 | $341k | 1.3k | 272.84 | |
| Meta Platforms Cl A (META) | 0.1 | $334k | 455.00 | 734.38 | |
| Fiserv (FI) | 0.1 | $333k | 2.6k | 128.93 | |
| Genuine Parts Company (GPC) | 0.1 | $327k | 2.4k | 138.60 | |
| Parker-Hannifin Corporation (PH) | 0.1 | $326k | 430.00 | 758.15 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $326k | 12k | 26.34 | |
| Sherwin-Williams Company (SHW) | 0.1 | $322k | 930.00 | 346.26 | |
| Amgen (AMGN) | 0.1 | $316k | 1.1k | 282.20 | |
| Exelon Corporation (EXC) | 0.1 | $314k | 7.0k | 45.01 | |
| General Motors Company (GM) | 0.1 | $308k | 5.0k | 60.97 | |
| Bwx Technologies (BWXT) | 0.1 | $307k | 1.7k | 184.37 | |
| Digital Realty Trust (DLR) | 0.1 | $307k | 1.8k | 172.88 | |
| O'reilly Automotive (ORLY) | 0.1 | $306k | 2.8k | 107.81 | |
| CSX Corporation (CSX) | 0.1 | $299k | 8.4k | 35.51 | |
| Fifth Third Ban (FITB) | 0.1 | $299k | 6.7k | 44.55 | |
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.1 | $296k | 10k | 29.62 | |
| Ciena Corp Com New | 0.1 | $294k | 2.0k | 145.72 | |
| Micron Technology (MU) | 0.1 | $287k | 1.7k | 167.32 | |
| Nextera Energy (NEE) | 0.1 | $286k | 3.8k | 75.49 | |
| American Electric Power Company (AEP) | 0.1 | $283k | 2.5k | 112.50 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $282k | 1.0k | 279.29 | |
| Advanced Micro Devices (AMD) | 0.1 | $278k | 1.7k | 161.79 | |
| Select Sector Spdr Tr Indl (XLI) | 0.1 | $278k | 1.8k | 154.23 | |
| Starbucks Corporation (SBUX) | 0.1 | $275k | 3.3k | 84.60 | |
| Otis Worldwide Corp (OTIS) | 0.1 | $274k | 3.0k | 91.43 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $273k | 563.00 | 485.02 | |
| Tenet Healthcare Corp Com New | 0.1 | $265k | 1.3k | 203.04 | |
| Eastman Chemical Company (EMN) | 0.1 | $263k | 4.2k | 63.05 | |
| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $263k | 5.6k | 46.93 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $261k | 740.00 | 352.75 | |
| Tractor Supply Company (TSCO) | 0.1 | $260k | 4.6k | 56.87 | |
| Flaherty & Crumrine/Claymore Preferred S (FFC) | 0.1 | $260k | 15k | 16.89 | |
| Toll Brothers (TOL) | 0.1 | $260k | 1.9k | 138.14 | |
| Norfolk Southern (NSC) | 0.1 | $259k | 862.00 | 300.41 | |
| Curtiss-Wright (CW) | 0.1 | $255k | 470.00 | 542.94 | |
| Labcorp Holdings Com Shs (LH) | 0.1 | $255k | 888.00 | 287.27 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $255k | 11k | 24.40 | |
| Gilead Sciences (GILD) | 0.1 | $255k | 2.3k | 111.00 | |
| Pepsi (PEP) | 0.1 | $254k | 1.8k | 140.44 | |
| Jabil Circuit (JBL) | 0.1 | $247k | 1.1k | 217.17 | |
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.1 | $246k | 2.8k | 87.03 | |
| Spdr Series Trust Bloomberg High Y (JNK) | 0.1 | $245k | 2.5k | 97.99 | |
| Southern Company (SO) | 0.1 | $245k | 2.6k | 94.77 | |
| Archer Daniels Midland Company (ADM) | 0.1 | $244k | 4.1k | 59.74 | |
| Pfizer (PFE) | 0.1 | $243k | 9.6k | 25.48 | |
| Booking Holdings (BKNG) | 0.1 | $243k | 45.00 | 5399.27 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $243k | 3.2k | 76.40 | |
| Hp (HPQ) | 0.1 | $240k | 8.8k | 27.23 | |
| Te Connectivity Ord Shs (TEL) | 0.1 | $239k | 1.1k | 219.53 | |
| Qualcomm (QCOM) | 0.1 | $233k | 1.4k | 166.39 | |
| American Tower Reit (AMT) | 0.1 | $232k | 1.2k | 192.32 | |
| Agnico (AEM) | 0.1 | $229k | 1.4k | 168.56 | |
| Lennar Corp Cl A (LEN) | 0.1 | $227k | 1.8k | 126.04 | |
| Ecolab (ECL) | 0.1 | $226k | 825.00 | 273.86 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $226k | 2.5k | 89.37 | |
| Ameriprise Financial (AMP) | 0.1 | $224k | 456.00 | 491.25 | |
| Brown & Brown (BRO) | 0.1 | $223k | 2.4k | 93.79 | |
| Rockwell Automation (ROK) | 0.1 | $222k | 633.00 | 349.90 | |
| Ishares Msci Switzerland (EWL) | 0.1 | $220k | 4.0k | 55.24 | |
| Ishares Msci Sweden Etf (EWD) | 0.1 | $220k | 4.7k | 47.20 | |
| Johnson Ctls Intl SHS (JCI) | 0.1 | $218k | 2.0k | 109.95 | |
| NVR (NVR) | 0.1 | $217k | 27.00 | 8034.67 | |
| Ishares Msci Aust Etf (EWA) | 0.1 | $217k | 8.0k | 27.00 | |
| CVS Caremark Corporation (CVS) | 0.1 | $215k | 2.8k | 75.42 | |
| Kellogg Company (K) | 0.1 | $211k | 2.6k | 82.02 | |
| Illinois Tool Works (ITW) | 0.1 | $210k | 807.00 | 260.76 | |
| MetLife (MET) | 0.1 | $210k | 2.5k | 82.37 | |
| Spdr Series Trust S&p 600 Smcp Val (SLYV) | 0.1 | $209k | 2.4k | 88.66 | |
| RBB Motley Fool Sml (TMFS) | 0.1 | $208k | 6.0k | 34.50 | |
| Polaris Industries (PII) | 0.1 | $206k | 3.6k | 58.13 | |
| Chubb (CB) | 0.1 | $205k | 726.00 | 282.25 | |
| Raymond James Financial (RJF) | 0.1 | $204k | 1.2k | 172.60 | |
| Zoetis Cl A (ZTS) | 0.1 | $204k | 1.4k | 146.32 | |
| Eaton Corp SHS (ETN) | 0.1 | $203k | 543.00 | 374.25 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $203k | 331.00 | 612.38 | |
| AutoNation (AN) | 0.1 | $202k | 925.00 | 218.77 | |
| NetApp (NTAP) | 0.1 | $202k | 1.7k | 118.46 | |
| Novo-nordisk A S Adr (NVO) | 0.1 | $194k | 3.5k | 55.49 |