Tiemann Investment Advisors, LLC Top Holdings and 13F Report (2025)

About Tiemann Investment Advisors, LLC

Investment Activity

Tiemann Investment Advisors, LLC has $224.95 million in total holdings as of December 31, 2024.
Tiemann Investment Advisors, LLC owns shares of 192 different stocks, but just 64 companies or ETFs make up 80% of its holdings.
Approximately 2.14% of the portfolio was purchased this quarter.
About 3.96% of the portfolio was sold this quarter.
This quarter, Tiemann Investment Advisors, LLC has purchased 197 new stocks and bought additional shares in 40 stocks.
Tiemann Investment Advisors, LLC sold shares of 108 stocks and completely divested from 10 stocks this quarter.

Largest Holdings

Apple: $15,772,093
iShares Core U.S. Aggregate Bond ETF: $15,190,289
Microsoft: $12,068,388
iShares Core Total USD Bond Market ETF: $11,893,604
iShares Core MSCI EAFE ETF: $9,001,744

Largest New Holdings this Quarter

NuScale Power: $277,915 Holding
Amphastar Pharmaceuticals: $258,499 Holding
GE VERNOVA INC: $250,645 Holding
Booking: $248,421 Holding
JPMorgan International Research Enhanced Equity ETF: $217,365 Holding

Largest Purchases this Quarter

Oracle: 7,291 shares (about $1.21M)
iShares Core U.S. Aggregate Bond ETF: 3,504 shares (about $339.54K)
Schwab US Broad Market ETF: 12,444 shares (about $282.49K)
NuScale Power: 15,500 shares (about $277.92K)
Amphastar Pharmaceuticals: 6,962 shares (about $258.50K)

Largest Sales this Quarter

NVIDIA: 8,570 shares (about $1.15M)
SPDR MSCI ACWI ex-US ETF: 14,435 shares (about $403.31K)
Alphabet: 1,953 shares (about $369.70K)
iShares 5-10 Year Investment Grade Corporate Bond ETF: 7,051 shares (about $363.21K)
Apple: 1,272 shares (about $318.54K)

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
AAPL Apple	$15,772,093	$318,537 ▼	-2.0%	62,982	7.0%	Computer and Technology
AGG iShares Core U.S. Aggregate Bond ETF	$15,190,289	$339,539 ▲	2.3%	156,762	6.8%	Finance
MSFT Microsoft	$12,068,388	$195,998 ▼	-1.6%	28,632	5.4%	Computer and Technology
IUSB iShares Core Total USD Bond Market ETF	$11,893,604	$29,335 ▲	0.2%	263,132	5.3%	Manufacturing
IEFA iShares Core MSCI EAFE ETF	$9,001,744	$165,650 ▼	-1.8%	128,084	4.0%	ETF
NVDA NVIDIA	$6,888,407	$1,150,866 ▼	-14.3%	51,295	3.1%	Computer and Technology
JPST JPMorgan Ultra-Short Income ETF	$6,244,256	$260,465 ▼	-4.0%	123,967	2.8%	ETF
ORCL Oracle	$6,025,036	$1,214,972 ▲	25.3%	36,156	2.7%	Computer and Technology
GSST Goldman Sachs Ultra Short Bond ETF	$5,575,466	$123,317 ▲	2.3%	111,042	2.5%	ETF
BRK.B Berkshire Hathaway	$4,600,792	$130,545 ▼	-2.8%	10,150	2.0%	Finance
JPM JPMorgan Chase & Co.	$4,341,148	$53,216 ▼	-1.2%	18,110	1.9%	Finance
AMZN Amazon.com	$3,832,743	$103,333 ▼	-2.6%	17,470	1.7%	Retail/Wholesale
GOOGL Alphabet	$3,701,194	$369,703 ▼	-9.1%	19,552	1.6%	Computer and Technology
CRM Salesforce	$3,301,843	$62,185 ▲	1.9%	9,876	1.5%	Computer and Technology
CWI SPDR MSCI ACWI ex-US ETF	$3,193,263	$403,314 ▼	-11.2%	114,290	1.4%	ETF
IJR iShares Core S&P Small-Cap ETF	$2,729,331	$29,151 ▲	1.1%	23,688	1.2%	ETF
COST Costco Wholesale	$2,591,212	$121,864 ▼	-4.5%	2,828	1.2%	Retail/Wholesale
IJS iShares S&P Small-Cap 600 Value ETF	$2,571,931	$22,048 ▼	-0.8%	23,680	1.1%	ETF
GOOG Alphabet	$2,398,782	$133,689 ▼	-5.3%	12,596	1.1%	Computer and Technology
IJJ iShares S&P Mid-Cap 400 Value ETF	$2,358,120	$121,836 ▼	-4.9%	18,871	1.0%	ETF
IJH iShares Core S&P Mid-Cap ETF	$2,046,697	$76,018 ▼	-3.6%	32,847	0.9%	ETF
IJT iShares S&P Small-Cap 600 Growth ETF	$1,909,662	$4,332 ▲	0.2%	14,106	0.8%	ETF
ABBV AbbVie	$1,894,282	$53,488 ▼	-2.7%	10,660	0.8%	Medical
GLD SPDR Gold Shares	$1,883,045	$24,213 ▼	-1.3%	7,777	0.8%	Finance
IJK iShares S&P Mid-Cap 400 Growth ETF	$1,798,414	$2,273 ▲	0.1%	19,778	0.8%	ETF
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF	$1,788,290	$6,745 ▲	0.4%	34,468	0.8%	ETF
MDY SPDR S&P MidCap 400 ETF Trust	$1,787,342	$110,499 ▼	-5.8%	3,138	0.8%	ETF
LOW Lowe's Companies	$1,725,872	$230,758 ▼	-11.8%	6,993	0.8%	Retail/Wholesale
AVGO Broadcom	$1,693,591	$17,388 ▲	1.0%	7,305	0.8%	Computer and Technology
JNJ Johnson & Johnson	$1,672,241	$9,400 ▼	-0.6%	11,563	0.7%	Medical
TSLA Tesla	$1,565,688	$46,442 ▲	3.1%	3,877	0.7%	Auto/Tires/Trucks
IWB iShares Russell 1000 ETF	$1,549,590		0.0%	4,810	0.7%	ETF
V Visa	$1,545,331	$54,050 ▼	-3.4%	4,889	0.7%	Business Services
ALL Allstate	$1,497,978	$226,528 ▼	-13.1%	7,770	0.7%	Finance
IVE iShares S&P 500 Value ETF	$1,496,117	$19,661 ▼	-1.3%	7,838	0.7%	ETF
UNH UnitedHealth Group	$1,446,591	$32,889 ▼	-2.2%	2,859	0.6%	Medical
LLY Eli Lilly and Company	$1,418,164	$23,160 ▼	-1.6%	1,837	0.6%	Medical
EEM iShares MSCI Emerging Markets ETF	$1,417,291	$254,728 ▼	-15.2%	33,890	0.6%	Finance
IVW iShares S&P 500 Growth ETF	$1,379,285	$54,522 ▼	-3.8%	13,585	0.6%	ETF
IVV iShares Core S&P 500 ETF	$1,292,741	$78,883 ▲	6.5%	2,196	0.6%	ETF
CAT Caterpillar	$1,184,049	$17,412 ▼	-1.4%	3,264	0.5%	Industrial Products
EWJ iShares MSCI Japan ETF	$1,162,508		0.0%	17,325	0.5%	ETF
ESS Essex Property Trust	$1,161,673	$285 ▼	0.0%	4,069	0.5%	Finance
DFS Discover Financial Services	$1,154,924	$2,598 ▲	0.2%	6,667	0.5%	Finance
ISRG Intuitive Surgical	$1,144,136	$2,610 ▼	-0.2%	2,192	0.5%	Medical
ABT Abbott Laboratories	$1,111,080	$16,967 ▼	-1.5%	9,823	0.5%	Medical
HD Home Depot	$1,097,470	$23,342 ▼	-2.1%	2,821	0.5%	Retail/Wholesale
WMT Walmart	$1,070,517	$9,578 ▼	-0.9%	11,848	0.5%	Retail/Wholesale
CSCO Cisco Systems	$1,055,358	$2,960 ▼	-0.3%	17,827	0.5%	Computer and Technology
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$1,048,788	$363,212 ▼	-25.7%	20,360	0.5%	Manufacturing
NFLX Netflix	$1,042,844	$25,848 ▼	-2.4%	1,170	0.5%	Consumer Discretionary
MCHP Microchip Technology	$1,008,098	$21,047 ▼	-2.0%	17,578	0.4%	Computer and Technology
RTX RTX	$901,343	$10,415 ▲	1.2%	7,789	0.4%	Aerospace
GS The Goldman Sachs Group	$897,296	$25,768 ▼	-2.8%	1,567	0.4%	Finance
CEG Constellation Energy	$891,484	$22,147 ▼	-2.4%	3,985	0.4%	Oils/Energy
EFA iShares MSCI EAFE ETF	$860,777	$76 ▲	0.0%	11,384	0.4%	Finance
SPY SPDR S&P 500 ETF Trust	$852,406		0.0%	1,454	0.4%	Finance
MRK Merck & Co., Inc.	$835,035	$11,938 ▼	-1.4%	8,394	0.4%	Medical
TDTT FlexShares iBoxx 3 Year Target Duration TIPS Index Fund	$801,868	$82,025 ▲	11.4%	33,991	0.4%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$791,812	$24,805 ▲	3.2%	15,163	0.4%	ETF
AMAT Applied Materials	$775,745	$101,644 ▼	-11.6%	4,770	0.3%	Computer and Technology
ELS Equity LifeStyle Properties	$766,740	$5,062 ▼	-0.7%	11,512	0.3%	Finance
DHI D.R. Horton	$696,583	$2,097 ▲	0.3%	4,982	0.3%	Construction
AXP American Express	$677,868	$49,564 ▼	-6.8%	2,284	0.3%	Finance
EWU iShares MSCI United Kingdom ETF	$672,407	$16,950 ▲	2.6%	19,835	0.3%	ETF
BSV Vanguard Short-Term Bond ETF	$669,158		0.0%	8,660	0.3%	ETF
IWM iShares Russell 2000 ETF	$664,894	$21,655 ▼	-3.2%	3,009	0.3%	Finance
MAR Marriott International	$663,792	$58,595 ▼	-8.1%	2,379	0.3%	Consumer Discretionary
TIP iShares TIPS Bond ETF	$656,028	$10,655 ▼	-1.6%	6,157	0.3%	ETF
PG Procter & Gamble	$648,694	$15,090 ▼	-2.3%	3,869	0.3%	Consumer Staples
BAC Bank of America	$632,880	$3,296 ▼	-0.5%	14,400	0.3%	Finance
TDTF FlexShares iBoxx 5 Year Target Duration TIPS Index Fund	$615,370	$9,304 ▼	-1.5%	26,456	0.3%	ETF
INTU Intuit	$600,846	$3,143 ▼	-0.5%	956	0.3%	Computer and Technology
CMI Cummins	$599,941	$8,715 ▼	-1.4%	1,721	0.3%	Auto/Tires/Trucks
FI Fiserv	$594,691	$79,087 ▼	-11.7%	2,895	0.3%	Business Services
MCD McDonald's	$594,564	$870 ▼	-0.1%	2,051	0.3%	Retail/Wholesale
CL Colgate-Palmolive	$550,733		0.0%	6,058	0.2%	Consumer Staples
EMR Emerson Electric	$547,771	$65,063 ▼	-10.6%	4,420	0.2%	Industrial Products
FDX FedEx	$543,418	$14,352 ▼	-2.6%	1,931	0.2%	Transportation
FICO Fair Isaac	$527,596	$19,909 ▼	-3.6%	265	0.2%	Computer and Technology
UNP Union Pacific	$519,703	$9,122 ▼	-1.7%	2,279	0.2%	Transportation
GE General Electric	$518,550	$10,841 ▼	-2.0%	3,109	0.2%	Transportation
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$510,159	$107 ▼	0.0%	4,774	0.2%	Finance
DE Deere & Company	$504,203		0.0%	1,190	0.2%	Industrial Products
SCHA Schwab US Small-Cap ETF	$504,063	$251,256 ▲	99.4%	19,492	0.2%	ETF
DIS Walt Disney	$502,189	$114,134 ▼	-18.5%	4,510	0.2%	Consumer Discretionary
HON Honeywell International	$488,374	$12,424 ▼	-2.5%	2,162	0.2%	Multi-Sector Conglomerates
SPSB SPDR Portfolio Short Term Corporate Bond ETF	$484,031	$7,465 ▼	-1.5%	16,210	0.2%	ETF
O Realty Income	$483,206	$11,376 ▼	-2.3%	9,047	0.2%	Finance
MS Morgan Stanley	$480,376	$25,144 ▼	-5.0%	3,821	0.2%	Finance
DUK Duke Energy	$471,147		0.0%	4,373	0.2%	Utilities
MA Mastercard	$440,739	$5,266 ▲	1.2%	837	0.2%	Business Services
VWO Vanguard FTSE Emerging Markets ETF	$436,216		0.0%	9,905	0.2%	ETF
CMCSA Comcast	$435,123	$13,136 ▼	-2.9%	11,594	0.2%	Consumer Discretionary
SNPS Synopsys	$427,117	$50,963 ▼	-10.7%	880	0.2%	Computer and Technology
GD General Dynamics	$425,536		0.0%	1,615	0.2%	Aerospace
SCHB Schwab US Broad Market ETF	$423,760	$282,492 ▲	200.0%	18,667	0.2%	ETF
CARR Carrier Global	$416,113		0.0%	6,096	0.2%	Computer and Technology
PLD Prologis	$394,367	$14,481 ▼	-3.5%	3,731	0.2%	Finance
EMN Eastman Chemical	$387,653	$2,283 ▼	-0.6%	4,245	0.2%	Basic Materials

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Tiemann Investment Advisors, LLC Top Holdings and 13F Report (2025)

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

Popular Tools

Financial Calendars

Terms & Info

Tiemann Investment Advisors, LLC Top Holdings and 13F Report (2025)

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