Tiemann Investment Advisors, LLC Top Holdings and 13F Report (2024)

About Tiemann Investment Advisors, LLC

Investment Activity

Tiemann Investment Advisors, LLC has $231.85 million in total holdings as of September 30, 2024.
Tiemann Investment Advisors, LLC owns shares of 197 different stocks, but just 68 companies or ETFs make up 80% of its holdings.
Approximately 2.28% of the portfolio was purchased this quarter.
About 4.10% of the portfolio was sold this quarter.
This quarter, Tiemann Investment Advisors, LLC has purchased 192 new stocks and bought additional shares in 36 stocks.
Tiemann Investment Advisors, LLC sold shares of 111 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

iShares Core U.S. Aggregate Bond ETF: $15,520,390
Apple: $14,971,080
Microsoft: $12,520,439
iShares Core Total USD Bond Market ETF: $12,368,191
iShares Core MSCI EAFE ETF: $10,180,920

Largest New Holdings this Quarter

SPROTT PHYSICAL GOLD amp; SILV: $325,962 Holding
NVR: $235,483 Holding
Tenet Healthcare: $223,539 Holding
Chubb: $216,581 Holding
Kellanova: $215,415 Holding

Largest Purchases this Quarter

Broadcom: 6,604 shares (about $1.14M)
SPROTT PHYSICAL GOLD amp; SILV: 13,310 shares (about $325.96K)
Goldman Sachs Access Ultra Short Bond ETF: 5,354 shares (about $271.13K)
NVR: 24 shares (about $235.48K)
Tenet Healthcare: 1,345 shares (about $223.54K)

Largest Sales this Quarter

NVIDIA: 5,025 shares (about $610.24K)
iShares Core MSCI EAFE ETF: 6,339 shares (about $494.76K)
iShares Core Total USD Bond Market ETF: 9,969 shares (about $469.74K)
FlexShares iBoxx 3 Year Target Duration TIPS Index Fund: 12,219 shares (about $293.87K)
Microsoft: 585 shares (about $251.73K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AGG iShares Core U.S. Aggregate Bond ETF	$15,520,390	$221,477 ▲	1.4%	153,258	6.7%	Finance
AAPL Apple	$14,971,080	$227,872 ▼	-1.5%	64,254	6.5%	Computer and Technology
MSFT Microsoft	$12,520,439	$251,725 ▼	-2.0%	29,097	5.4%	Computer and Technology
IUSB iShares Core Total USD Bond Market ETF	$12,368,191	$469,739 ▼	-3.7%	262,483	5.3%	Manufacturing
IEFA iShares Core MSCI EAFE ETF	$10,180,920	$494,759 ▼	-4.6%	130,441	4.4%	ETF
NVDA NVIDIA	$7,270,007	$610,236 ▼	-7.7%	59,865	3.1%	Computer and Technology
JPST JPMorgan Ultra-Short Income ETF	$6,552,449	$107,518 ▼	-1.6%	129,138	2.8%	ETF
GSST Goldman Sachs Access Ultra Short Bond ETF	$5,498,810	$271,127 ▲	5.2%	108,586	2.4%	ETF
ORCL Oracle	$4,918,596	$28,968 ▼	-0.6%	28,865	2.1%	Computer and Technology
BRK.B Berkshire Hathaway	$4,804,194	$136,697 ▼	-2.8%	10,438	2.1%	Finance
CWI SPDR MSCI ACWI ex-US ETF	$3,918,389	$17,503 ▲	0.4%	128,725	1.7%	ETF
JPM JPMorgan Chase & Co.	$3,865,486	$180,285 ▼	-4.5%	18,332	1.7%	Finance
GOOGL Alphabet	$3,566,604	$135,168 ▼	-3.7%	21,505	1.5%	Computer and Technology
AMZN Amazon.com	$3,342,947	$12,298 ▲	0.4%	17,941	1.4%	Retail/Wholesale
IJR iShares Core S&P Small-Cap ETF	$2,740,958	$35,322 ▼	-1.3%	23,435	1.2%	ETF
CRM Salesforce	$2,652,250	$50,636 ▼	-1.9%	9,690	1.1%	Computer and Technology
COST Costco Wholesale	$2,624,986	$140,070 ▼	-5.1%	2,961	1.1%	Retail/Wholesale
IJS iShares S&P Small-Cap 600 Value ETF	$2,571,289	$52,754 ▲	2.1%	23,883	1.1%	ETF
IJJ iShares S&P Mid-Cap 400 Value ETF	$2,453,363	$67,002 ▼	-2.7%	19,846	1.1%	ETF
GOOG Alphabet	$2,223,293	$44,640 ▼	-2.0%	13,298	1.0%	Computer and Technology
ABBV AbbVie	$2,164,578	$34,559 ▼	-1.6%	10,961	0.9%	Medical
LOW Lowe's Companies	$2,147,299	$8,126 ▼	-0.4%	7,928	0.9%	Retail/Wholesale
IJH iShares Core S&P Mid-Cap ETF	$2,123,055	$46,366 ▲	2.2%	34,067	0.9%	ETF
IJT iShares S&P Small-Cap 600 Growth ETF	$1,963,180	$13,391 ▲	0.7%	14,074	0.8%	ETF
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF	$1,944,509	$59,743 ▼	-3.0%	34,338	0.8%	ETF
GLD SPDR Gold Shares	$1,914,584	$230,907 ▼	-10.8%	7,877	0.8%	Finance
MDY SPDR S&P MidCap 400 ETF Trust	$1,898,107	$22,786 ▼	-1.2%	3,332	0.8%	ETF
JNJ Johnson & Johnson	$1,884,434	$21,878 ▼	-1.1%	11,628	0.8%	Medical
EEM iShares MSCI Emerging Markets ETF	$1,833,527	$18,757 ▼	-1.0%	39,981	0.8%	Finance
IJK iShares S&P Mid-Cap 400 Growth ETF	$1,815,893	$60,030 ▼	-3.2%	19,753	0.8%	ETF
UNH UnitedHealth Group	$1,709,409	$35,077 ▼	-2.0%	2,924	0.7%	Medical
ALL Allstate	$1,696,419	$9,482 ▼	-0.6%	8,945	0.7%	Finance
LLY Eli Lilly and Company	$1,654,050	$100,111 ▼	-5.7%	1,867	0.7%	Medical
IVE iShares S&P 500 Value ETF	$1,565,727	$21,492 ▲	1.4%	7,941	0.7%	ETF
IWB iShares Russell 1000 ETF	$1,512,216		0.0%	4,810	0.7%	ETF
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$1,472,511	$24,120 ▼	-1.6%	27,411	0.6%	Manufacturing
MCHP Microchip Technology	$1,440,804	$33,481 ▼	-2.3%	17,945	0.6%	Computer and Technology
V Visa	$1,391,156	$51,962 ▼	-3.6%	5,060	0.6%	Business Services
IVW iShares S&P 500 Growth ETF	$1,352,182	$28,917 ▼	-2.1%	14,122	0.6%	ETF
CAT Caterpillar	$1,295,389	$52,801 ▼	-3.9%	3,312	0.6%	Industrial Products
AVGO Broadcom	$1,247,175	$1,139,190 ▲	1,055.0%	7,230	0.5%	Computer and Technology
EWJ iShares MSCI Japan ETF	$1,239,431	$17,885 ▲	1.5%	17,325	0.5%	ETF
ESS Essex Property Trust	$1,202,290	$295 ▲	0.0%	4,070	0.5%	Finance
IVV iShares Core S&P 500 ETF	$1,189,403	$136,130 ▲	12.9%	2,062	0.5%	ETF
HD Home Depot	$1,167,516	$44,577 ▼	-3.7%	2,881	0.5%	Retail/Wholesale
ABT Abbott Laboratories	$1,137,022	$17,102 ▼	-1.5%	9,973	0.5%	Medical
AMAT Applied Materials	$1,090,060	$23,236 ▼	-2.1%	5,395	0.5%	Computer and Technology
ISRG Intuitive Surgical	$1,079,320	$73,690 ▼	-6.4%	2,197	0.5%	Medical
CEG Constellation Energy	$1,061,922	$59,805 ▼	-5.3%	4,084	0.5%	Oils/Energy
TSLA Tesla	$984,252	$78,489 ▼	-7.4%	3,762	0.4%	Auto/Tires/Trucks
MRK Merck & Co., Inc.	$966,850	$53,941 ▼	-5.3%	8,514	0.4%	Medical
WMT Walmart	$965,250	$24,143 ▼	-2.4%	11,954	0.4%	Retail/Wholesale
EFA iShares MSCI EAFE ETF	$951,935	$26,259 ▼	-2.7%	11,383	0.4%	Finance
CSCO Cisco Systems	$951,414	$11,975 ▲	1.3%	17,877	0.4%	Computer and Technology
DHI D.R. Horton	$947,555	$10,492 ▼	-1.1%	4,967	0.4%	Construction
DFS Discover Financial Services	$933,209		0.0%	6,652	0.4%	Finance
RTX RTX	$932,811	$24,232 ▼	-2.5%	7,699	0.4%	Aerospace
NFLX Netflix	$850,415		0.0%	1,199	0.4%	Consumer Discretionary
IEMG iShares Core MSCI Emerging Markets ETF	$843,238	$89,445 ▼	-9.6%	14,688	0.4%	ETF
SPY SPDR S&P 500 ETF Trust	$834,488		0.0%	1,454	0.4%	Finance
ELS Equity LifeStyle Properties	$826,661	$23,684 ▲	2.9%	11,588	0.4%	Finance
GS The Goldman Sachs Group	$798,117	$29,707 ▼	-3.6%	1,612	0.3%	Finance
TDTT FlexShares iBoxx 3 Year Target Duration TIPS Index Fund	$733,858	$293,865 ▼	-28.6%	30,514	0.3%	ETF
EWU iShares MSCI United Kingdom ETF	$723,322	$7,482 ▲	1.0%	19,335	0.3%	ETF
TIP iShares TIPS Bond ETF	$691,211	$20,547 ▼	-2.9%	6,257	0.3%	ETF
IWM iShares Russell 2000 ETF	$686,396	$30,045 ▼	-4.2%	3,107	0.3%	Finance
PG Procter & Gamble	$685,757	$56,468 ▼	-7.6%	3,959	0.3%	Consumer Staples
BSV Vanguard Short-Term Bond ETF	$681,455	$51,148 ▼	-7.0%	8,660	0.3%	ETF
AXP American Express	$664,711	$54,240 ▼	-7.5%	2,451	0.3%	Finance
TDTF FlexShares iBoxx 5 Year Target Duration TIPS Index Fund	$647,233	$72,782 ▼	-10.1%	26,856	0.3%	ETF
MAR Marriott International	$643,668	$249 ▲	0.0%	2,589	0.3%	Consumer Discretionary
CL Colgate-Palmolive	$628,881		0.0%	6,058	0.3%	Consumer Staples
MCD McDonald's	$625,464	$22,838 ▼	-3.5%	2,054	0.3%	Retail/Wholesale
GE General Electric	$598,553	$9,429 ▲	1.6%	3,174	0.3%	Transportation
INTU Intuit	$596,781	$15,525 ▼	-2.5%	961	0.3%	Computer and Technology
FI Fiserv	$589,252	$65,572 ▼	-10.0%	3,280	0.3%	Business Services
O Realty Income	$587,247	$20,420 ▼	-3.4%	9,260	0.3%	Finance
BAC Bank of America	$574,368		0.0%	14,475	0.2%	Finance
UNP Union Pacific	$571,587	$35,000 ▼	-5.8%	2,319	0.2%	Transportation
CMI Cummins	$565,337	$34,322 ▼	-5.7%	1,746	0.2%	Auto/Tires/Trucks
FDX FedEx	$542,326	$54,452 ▼	-9.1%	1,982	0.2%	Transportation
EMR Emerson Electric	$540,835		0.0%	4,945	0.2%	Industrial Products
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$539,477	$22,596 ▼	-4.0%	4,775	0.2%	Finance
FICO Fair Isaac	$534,468	$48,588 ▼	-8.3%	275	0.2%	Computer and Technology
DIS Walt Disney	$532,412	$6,733 ▼	-1.2%	5,535	0.2%	Consumer Discretionary
DUK Duke Energy	$504,207	$17,295 ▼	-3.3%	4,373	0.2%	Utilities
SCHA Schwab US Small-Cap ETF	$503,464		0.0%	9,776	0.2%	ETF
CMCSA Comcast	$498,901	$13,575 ▼	-2.6%	11,944	0.2%	Consumer Discretionary
SNPS Synopsys	$498,794		0.0%	985	0.2%	Computer and Technology
SPSB SPDR Portfolio Short Term Corporate Bond ETF	$498,409	$30,280 ▼	-5.7%	16,460	0.2%	ETF
DE Deere & Company	$496,623	$73,033 ▼	-12.8%	1,190	0.2%	Industrial Products
CARR Carrier Global	$490,667	$16,098 ▼	-3.2%	6,096	0.2%	Computer and Technology
PLD Prologis	$488,451	$10,734 ▼	-2.2%	3,868	0.2%	Finance
GD General Dynamics	$488,053	$151,100 ▼	-23.6%	1,615	0.2%	Aerospace
EMN Eastman Chemical	$478,027	$3,918 ▲	0.8%	4,270	0.2%	Basic Materials
AMT American Tower	$474,313	$5,580 ▼	-1.2%	2,040	0.2%	Finance
VWO Vanguard FTSE Emerging Markets ETF	$473,954	$1,914 ▲	0.4%	9,905	0.2%	ETF
HON Honeywell International	$458,276	$10,335 ▼	-2.2%	2,217	0.2%	Multi-Sector Conglomerates
APD Air Products and Chemicals	$455,684	$7,744 ▲	1.7%	1,530	0.2%	Basic Materials
KLAC KLA	$454,579		0.0%	587	0.2%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Tiemann Investment Advisors, LLC Top Holdings and 13F Report (2024)

About Tiemann Investment Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Tiemann Investment Advisors, LLC Top Holdings and 13F Report (2024)

About Tiemann Investment Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofTiemann Investment Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools