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

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About Tiemann Investment Advisors, LLC

Investment Activity

Tiemann Investment Advisors, LLC has $223.66 million in total holdings as of March 31, 2024.
Tiemann Investment Advisors, LLC owns shares of 197 different stocks, but just 72 companies or ETFs make up 80% of its holdings.
Approximately 4.74% of the portfolio was purchased this quarter.
About 2.08% of the portfolio was sold this quarter.
This quarter, Tiemann Investment Advisors, LLC has purchased 186 new stocks and bought additional shares in 49 stocks.
Tiemann Investment Advisors, LLC sold shares of 75 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

iShares Core U.S. Aggregate Bond ETF: $14,268,245
Microsoft: $12,850,892
iShares Core Total USD Bond Market ETF: $12,223,720
Apple: $11,534,870
iShares Core MSCI EAFE ETF: $10,239,837

Largest New Holdings this Quarter

Williams-Sonoma: $279,426 Holding
Meta Platforms: $240,362 Holding
O'Reilly Automotive: $234,807 Holding
Toll Brothers: $230,279 Holding
AutoZone: $230,070 Holding

Largest Purchases this Quarter

iShares Core S&P Mid-Cap ETF: 28,091 shares (about $1.71M)
iShares Core U.S. Aggregate Bond ETF: 16,669 shares (about $1.63M)
iShares Core Total USD Bond Market ETF: 18,590 shares (about $847.52K)
Goldman Sachs Access Ultra Short Bond ETF: 13,968 shares (about $703.36K)
Walmart: 7,958 shares (about $478.85K)

Largest Sales this Quarter

NVIDIA: 313 shares (about $282.81K)
FlexShares iBoxx 5 Year Target Duration TIPS Index Fund: 10,625 shares (about $251.28K)
Apple: 1,390 shares (about $238.36K)
Cloudflare: 2,000 shares (about $193.66K)
FlexShares iBoxx 3 Year Target Duration TIPS Index Fund: 7,800 shares (about $185.25K)

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	$14,268,245	$1,632,568 ▲	12.9%	145,683	6.4%	Finance
MSFT Microsoft	$12,850,892	$145,990 ▼	-1.1%	30,545	5.7%	Computer and Technology
IUSB iShares Core Total USD Bond Market ETF	$12,223,720	$847,521 ▲	7.4%	268,122	5.5%	Manufacturing
AAPL Apple	$11,534,870	$238,359 ▼	-2.0%	67,266	5.2%	Computer and Technology
IEFA iShares Core MSCI EAFE ETF	$10,239,837	$249,602 ▲	2.5%	137,966	4.6%	ETF
JPST JPMorgan Ultra-Short Income ETF	$6,567,013	$13,420 ▲	0.2%	130,168	2.9%	ETF
NVDA NVIDIA	$6,140,595	$282,814 ▼	-4.4%	6,796	2.7%	Computer and Technology
GSST Goldman Sachs Access Ultra Short Bond ETF	$5,090,302	$703,361 ▲	16.0%	101,088	2.3%	ETF
BRK.B Berkshire Hathaway	$4,539,513	$48,360 ▼	-1.1%	10,795	2.0%	Finance
JPM JPMorgan Chase & Co.	$3,890,227	$13,020 ▼	-0.3%	19,422	1.7%	Finance
ORCL Oracle	$3,823,820	$50,244 ▼	-1.3%	30,442	1.7%	Computer and Technology
CWI SPDR MSCI ACWI ex-US ETF	$3,658,062	$21,158 ▼	-0.6%	128,805	1.6%	ETF
GOOGL Alphabet	$3,441,204	$43,015 ▼	-1.2%	22,800	1.5%	Computer and Technology
AMZN Amazon.com	$3,231,508	$27,959 ▲	0.9%	17,915	1.4%	Retail/Wholesale
CRM Salesforce	$3,068,422		0.0%	10,188	1.4%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$2,600,536	$178,821 ▲	7.4%	23,530	1.2%	ETF
IJJ iShares S&P Mid-Cap 400 Value ETF	$2,407,911	$23,895 ▼	-1.0%	20,356	1.1%	ETF
IJS iShares S&P Small-Cap 600 Value ETF	$2,353,658	$32,370 ▼	-1.4%	22,904	1.1%	ETF
COST Costco Wholesale	$2,285,073	$14,653 ▲	0.6%	3,119	1.0%	Retail/Wholesale
NET Cloudflare	$2,143,913	$193,660 ▼	-8.3%	22,141	1.0%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$2,108,589	$1,706,247 ▲	424.1%	34,715	0.9%	ETF
GOOG Alphabet	$2,078,044	$20,098 ▼	-1.0%	13,648	0.9%	Computer and Technology
LOW Lowe's Companies	$2,048,793		0.0%	8,043	0.9%	Retail/Wholesale
ABBV AbbVie	$2,027,866	$21,852 ▲	1.1%	11,136	0.9%	Medical
JNJ Johnson & Johnson	$1,935,138	$41,129 ▼	-2.1%	12,233	0.9%	Medical
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF	$1,892,954	$136,288 ▲	7.8%	35,418	0.8%	ETF
IJK iShares S&P Mid-Cap 400 Growth ETF	$1,888,510	$21,626 ▼	-1.1%	20,696	0.8%	ETF
MDY SPDR S&P MidCap 400 ETF Trust	$1,884,527	$71,776 ▼	-3.7%	3,387	0.8%	ETF
EEM iShares MSCI Emerging Markets ETF	$1,873,342	$55,664 ▼	-2.9%	45,602	0.8%	Finance
GLD SPDR Gold Shares	$1,817,948	$20,572 ▼	-1.1%	8,837	0.8%	Finance
IJT iShares S&P Small-Cap 600 Growth ETF	$1,814,661	$13,074 ▼	-0.7%	13,880	0.8%	ETF
MCHP Microchip Technology	$1,658,469	$37,947 ▼	-2.2%	18,487	0.7%	Computer and Technology
ALL Allstate	$1,651,380	$5,190 ▼	-0.3%	9,545	0.7%	Finance
LLY Eli Lilly and Company	$1,561,366	$19,449 ▲	1.3%	2,007	0.7%	Medical
UNH UnitedHealth Group	$1,506,196	$12,370 ▲	0.8%	3,044	0.7%	Medical
V Visa	$1,465,077	$23,725 ▼	-1.6%	5,249	0.7%	Business Services
IVE iShares S&P 500 Value ETF	$1,453,755	$96,581 ▲	7.1%	7,782	0.6%	ETF
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$1,447,940	$36,121 ▼	-2.4%	28,060	0.6%	Manufacturing
IWB iShares Russell 1000 ETF	$1,385,424		0.0%	4,810	0.6%	ETF
HD Home Depot	$1,268,309	$5,755 ▲	0.5%	3,306	0.6%	Retail/Wholesale
CAT Caterpillar	$1,259,420	$3,664 ▲	0.3%	3,437	0.6%	Industrial Products
EWJ iShares MSCI Japan ETF	$1,218,301	$12,486 ▼	-1.0%	17,075	0.5%	ETF
IVW iShares S&P 500 Growth ETF	$1,198,795	$93,644 ▲	8.5%	14,197	0.5%	ETF
MRK Merck & Co., Inc.	$1,181,480	$26,390 ▲	2.3%	8,954	0.5%	Medical
AMAT Applied Materials	$1,159,013		0.0%	5,620	0.5%	Computer and Technology
TDTT FlexShares iBoxx 3 Year Target Duration TIPS Index Fund	$1,130,117	$185,253 ▼	-14.1%	47,583	0.5%	ETF
ABT Abbott Laboratories	$1,102,275	$15,912 ▲	1.5%	9,698	0.5%	Medical
EFA iShares MSCI EAFE ETF	$1,006,840	$92,642 ▼	-8.4%	12,607	0.5%	Finance
ESS Essex Property Trust	$984,078		0.0%	4,019	0.4%	Finance
IVV iShares Core S&P 500 ETF	$979,961	$43,636 ▲	4.7%	1,864	0.4%	ETF
ISRG Intuitive Surgical	$976,573	$19,954 ▼	-2.0%	2,447	0.4%	Medical
CSCO Cisco Systems	$939,057	$7,487 ▼	-0.8%	18,815	0.4%	Computer and Technology
DFS Discover Financial Services	$872,011		0.0%	6,652	0.4%	Finance
AVGO Broadcom	$858,866	$30,484 ▼	-3.4%	648	0.4%	Computer and Technology
DHI D.R. Horton	$851,053	$41,138 ▼	-4.6%	5,172	0.4%	Construction
INTC Intel	$822,445	$24,956 ▼	-2.9%	18,620	0.4%	Computer and Technology
TSLA Tesla	$820,939	$108,990 ▼	-11.7%	4,670	0.4%	Auto/Tires/Trucks
CEG Constellation Energy	$813,155	$27,727 ▲	3.5%	4,399	0.4%	Oils/Energy
BSV Vanguard Short-Term Bond ETF	$811,552	$26,835 ▼	-3.2%	10,585	0.4%	ETF
SPY SPDR S&P 500 ETF Trust	$767,344		0.0%	1,467	0.3%	Finance
ELS Equity LifeStyle Properties	$752,618	$3,220 ▼	-0.4%	11,686	0.3%	Finance
RTX RTX	$750,883		0.0%	7,699	0.3%	Aerospace
IEMG iShares Core MSCI Emerging Markets ETF	$738,964	$73,272 ▲	11.0%	14,321	0.3%	ETF
WMT Walmart	$735,191	$478,855 ▲	186.8%	12,218	0.3%	Retail/Wholesale
NFLX Netflix	$734,262	$13,969 ▲	1.9%	1,209	0.3%	Consumer Discretionary
TIP iShares TIPS Bond ETF	$733,073	$147,689 ▼	-16.8%	6,825	0.3%	ETF
TDTF FlexShares iBoxx 5 Year Target Duration TIPS Index Fund	$730,221	$251,282 ▼	-25.6%	30,876	0.3%	ETF
GS The Goldman Sachs Group	$698,378	$20,049 ▼	-2.8%	1,672	0.3%	Finance
PG Procter & Gamble	$691,239	$16,226 ▼	-2.3%	4,260	0.3%	Consumer Staples
DIS Walt Disney	$690,110	$18,354 ▼	-2.6%	5,640	0.3%	Consumer Discretionary
IWM iShares Russell 2000 ETF	$681,796	$421 ▲	0.1%	3,242	0.3%	Finance
INTU Intuit	$660,400	$22,750 ▼	-3.3%	1,016	0.3%	Computer and Technology
MAR Marriott International	$659,162	$6,561 ▲	1.0%	2,612	0.3%	Consumer Discretionary
UNP Union Pacific	$650,239	$12,297 ▼	-1.9%	2,644	0.3%	Transportation
FDX FedEx	$634,996		0.0%	2,191	0.3%	Transportation
SPSB SPDR Portfolio Short Term Corporate Bond ETF	$616,537	$74,425 ▼	-10.8%	20,710	0.3%	ETF
MCD McDonald's	$614,369		0.0%	2,179	0.3%	Retail/Wholesale
EWU iShares MSCI United Kingdom ETF	$613,556		0.0%	17,935	0.3%	ETF
AXP American Express	$603,606	$5,692 ▼	-0.9%	2,651	0.3%	Finance
GD General Dynamics	$600,291		0.0%	2,125	0.3%	Aerospace
DE Deere & Company	$587,358	$5,750 ▼	-1.0%	1,430	0.3%	Industrial Products
FI Fiserv	$584,142	$25,571 ▲	4.6%	3,655	0.3%	Business Services
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$580,607		0.0%	5,330	0.3%	Finance
CMI Cummins	$575,157	$29,465 ▲	5.4%	1,952	0.3%	Auto/Tires/Trucks
SNPS Synopsys	$562,928	$31,433 ▼	-5.3%	985	0.3%	Computer and Technology
EMR Emerson Electric	$560,862		0.0%	4,945	0.3%	Industrial Products
CMCSA Comcast	$551,369	$3,251 ▼	-0.6%	12,719	0.2%	Consumer Discretionary
PLD Prologis	$549,268	$13,022 ▲	2.4%	4,218	0.2%	Real Estate
GE General Electric	$548,356	$20,186 ▲	3.8%	3,124	0.2%	Transportation
CL Colgate-Palmolive	$545,523		0.0%	6,058	0.2%	Consumer Staples
BAC Bank of America	$525,192	$7,584 ▼	-1.4%	13,850	0.2%	Finance
NVO Novo Nordisk A/S	$520,020		0.0%	4,050	0.2%	Medical
O Realty Income	$503,386	$44,257 ▼	-8.1%	9,304	0.2%	Finance
LINDE PLC	$502,394	$20,894 ▼	-4.0%	1,082	0.2%	SHS
SCHA Schwab US Small-Cap ETF	$481,370		0.0%	9,776	0.2%	ETF
HON Honeywell International	$469,407	$11,289 ▲	2.5%	2,287	0.2%	Multi-Sector Conglomerates
ADM Archer-Daniels-Midland	$465,422	$64,380 ▼	-12.2%	7,410	0.2%	Consumer Staples
AMD Advanced Micro Devices	$456,098	$45,122 ▲	11.0%	2,527	0.2%	Computer and Technology
KLAC KLA	$455,468	$10,479 ▼	-2.2%	652	0.2%	Computer and Technology
SBUX Starbucks	$454,208		0.0%	4,970	0.2%	Retail/Wholesale

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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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

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