Tiemann Investment Advisors, LLC Top Holdings and 13F Report (2025) About Tiemann Investment Advisors, LLCInvestment ActivityTiemann Investment Advisors, LLC has $244.13 million in total holdings as of June 30, 2025.Tiemann Investment Advisors, LLC owns shares of 199 different stocks, but just 64 companies or ETFs make up 80% of its holdings.Approximately 5.06% of the portfolio was purchased this quarter.About 2.44% of the portfolio was sold this quarter.This quarter, Tiemann Investment Advisors, LLC has purchased 192 new stocks and bought additional shares in 61 stocks.Tiemann Investment Advisors, LLC sold shares of 75 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Core U.S. Aggregate Bond ETF $18,590,926Microsoft $13,728,516iShares Core Total USD Bond Market ETF $13,259,126Apple $12,553,852iShares Core MSCI EAFE ETF $11,129,888 Largest New Holdings this Quarter 14040H105 - Capital One Financial $1,587,828 Holding466313103 - Jabil $247,544 Holding05605H100 - BWX Technologies $234,098 Holding88033G100 - TENET HEALTHCARE CORP $229,680 Holding231561101 - Curtiss-Wright $229,619 Holding Largest Purchases this Quarter JPMorgan Ultra-Short Income ETF 41,231 shares (about $2.09M)Goldman Sachs Ultra Short Bond ETF 40,005 shares (about $2.02M)Capital One Financial 7,463 shares (about $1.59M)iShares Core U.S. Aggregate Bond ETF 13,882 shares (about $1.38M)Vanguard Short-Term Bond ETF 13,660 shares (about $1.08M) Largest Sales this Quarter Oracle 7,666 shares (about $1.68M)NVIDIA 1,222 shares (about $193.06K)Alphabet 1,085 shares (about $192.47K)Archer Daniels Midland 3,025 shares (about $159.66K)Applied Materials 635 shares (about $116.25K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTiemann Investment Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAGGiShares Core U.S. Aggregate Bond ETF$18,590,926$1,377,091 ▲8.0%187,4097.6%FinanceMSFTMicrosoft$13,728,516$109,430 ▼-0.8%27,6005.6%Computer and TechnologyIUSBiShares Core Total USD Bond Market ETF$13,259,126$3,513 ▲0.0%286,8085.4%ManufacturingAAPLApple$12,553,852$51,087 ▼-0.4%61,1885.1%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$11,129,888$69,288 ▲0.6%133,3244.6%ETFJPSTJPMorgan Ultra-Short Income ETF$8,958,590$2,089,584 ▲30.4%176,7683.7%ETFGSSTGoldman Sachs Ultra Short Bond ETF$8,649,947$2,022,816 ▲30.5%171,0693.5%ETFNVDANVIDIA$7,514,481$193,064 ▼-2.5%47,5633.1%Computer and TechnologyORCLOracle$6,201,440$1,676,018 ▼-21.3%28,3652.5%Computer and TechnologyJPMJPMorgan Chase & Co.$5,151,1210.0%17,7682.1%FinanceBRK.BBerkshire Hathaway$4,668,250$12,144 ▼-0.3%9,6101.9%FinanceAMZNAmazon.com$3,666,446$10,970 ▼-0.3%16,7121.5%Retail/WholesaleCWISPDR MSCI ACWI ex-US ETF$3,621,275$76,424 ▼-2.1%110,8781.5%ETFGOOGLAlphabet$3,399,829$1,762 ▼-0.1%19,2921.4%Computer and TechnologyCRMSalesforce$2,733,990$54,538 ▲2.0%10,0261.1%Computer and TechnologyCOSTCostco Wholesale$2,583,743$54,447 ▼-2.1%2,6101.1%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$2,519,025$74,208 ▼-2.9%23,0491.0%ETFIJSiShares S&P Small-Cap 600 Value ETF$2,409,988$62,978 ▲2.7%24,2231.0%ETFGLDSPDR Gold Shares$2,366,0900.0%7,7621.0%FinanceIJJiShares S&P Mid-Cap 400 Value ETF$2,338,875$47,578 ▲2.1%18,9261.0%ETFGOOGAlphabet$2,059,321$192,468 ▼-8.5%11,6090.8%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$2,042,753$23,568 ▲1.2%32,9370.8%ETFJPEMJPMorgan Diversified Return Emerging Markets Equity ETF$2,027,589$57,823 ▲2.9%35,9420.8%ETFABBVAbbVie$1,917,455$43,621 ▼-2.2%10,3300.8%MedicalIJTiShares S&P Small-Cap 600 Growth ETF$1,895,418$42,041 ▲2.3%14,2470.8%ETFAVGOBroadcom$1,850,990$9,648 ▼-0.5%6,7150.8%Computer and TechnologyIJKiShares S&P Mid-Cap 400 Growth ETF$1,811,230$48,674 ▲2.8%19,9080.7%ETFJNJJohnson & Johnson$1,733,407$25,204 ▼-1.4%11,3480.7%MedicalVVisa$1,725,425$18,106 ▲1.1%4,8600.7%Business ServicesBSVVanguard Short-Term Bond ETF$1,673,162$1,075,042 ▲179.7%21,2600.7%ETFMDYSPDR S&P MidCap 400 ETF Trust$1,661,486$99,134 ▼-5.6%2,9330.7%ETFIWBiShares Russell 1000 ETF$1,633,3320.0%4,8100.7%ETFNFLXNetflix$1,593,565$40,174 ▼-2.5%1,1900.7%Consumer DiscretionaryCOFCapital One Financial$1,587,828$1,587,828 ▲New Holding7,4630.7%FinanceIVEiShares S&P 500 Value ETF$1,571,958$52,177 ▲3.4%8,0440.6%ETFEEMiShares MSCI Emerging Markets ETF$1,569,019$50,170 ▼-3.1%32,5250.6%FinanceALLAllstate$1,468,556$60,393 ▼-3.9%7,2950.6%FinanceLLYEli Lilly and Company$1,435,8940.0%1,8420.6%MedicalIVViShares Core S&P 500 ETF$1,356,046$18,627 ▲1.4%2,1840.6%ETFLOWLowe's Companies$1,351,854$22,187 ▲1.7%6,0930.6%Retail/WholesaleABTAbbott Laboratories$1,325,825$6,800 ▲0.5%9,7480.5%MedicalCSCOCisco Systems$1,304,483$22,549 ▲1.8%18,8020.5%Computer and TechnologyIVWiShares S&P 500 Growth ETF$1,301,822$61,326 ▼-4.5%11,8240.5%ETFCEGConstellation Energy$1,272,320$4,841 ▼-0.4%3,9420.5%EnergyEWJiShares MSCI Japan ETF$1,244,502$54,353 ▼-4.2%16,6000.5%ETFISRGIntuitive Surgical$1,243,322$2,717 ▼-0.2%2,2880.5%MedicalMCHPMicrochip Technology$1,226,4080.0%17,4280.5%Computer and TechnologyTSLATesla$1,180,1070.0%3,7150.5%Auto/Tires/TrucksESSEssex Property Trust$1,143,452$9,635 ▼-0.8%4,0350.5%FinanceWMTWalmart$1,130,685$12,320 ▲1.1%11,5640.5%Retail/WholesaleTDTTFlexShares iBoxx 3 Year Target Duration TIPS Index Fund$1,124,417$132,617 ▲13.4%46,3870.5%ETFCATCaterpillar$1,115,716$108,699 ▼-8.9%2,8740.5%IndustrialsGSThe Goldman Sachs Group$1,104,090$35,388 ▲3.3%1,5600.5%FinanceIEMGiShares Core MSCI Emerging Markets ETF$1,059,710$51,326 ▲5.1%17,6530.4%ETFEFAiShares MSCI EAFE ETF$1,014,0790.0%11,3440.4%FinanceHDHome Depot$1,008,749$1,833 ▲0.2%2,7510.4%Retail/WholesaleRTXRTX$1,008,414$110,975 ▼-9.9%6,9060.4%AerospaceIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$974,453$35,917 ▼-3.6%18,2860.4%ManufacturingTDTFFlexShares iBoxx 5 Year Target Duration TIPS Index Fund$938,064$132,440 ▲16.4%38,9560.4%ETFSPYSPDR S&P 500 ETF Trust$907,392$9,265 ▲1.0%1,4690.4%FinanceEWUiShares MSCI United Kingdom ETF$853,384$21,846 ▼-2.5%21,4850.3%ETFGEGE Aerospace$798,939$12,870 ▲1.6%3,1040.3%AerospaceINTUIntuit$782,117$13,390 ▲1.7%9930.3%Computer and TechnologyAMATApplied Materials$756,994$116,249 ▼-13.3%4,1350.3%Computer and TechnologyUNHUnitedHealth Group$746,472$86,095 ▼-10.3%2,3930.3%MedicalBACBank of America$714,532$52,525 ▲7.9%15,1000.3%FinanceELSEquity Lifestyle Properties$693,641$13,197 ▼-1.9%11,2480.3%FinancePGProcter & Gamble$687,413$70,255 ▲11.4%4,3150.3%Consumer StaplesTIPiShares TIPS Bond ETF$670,694$1,320 ▼-0.2%6,0950.3%ETFAXPAmerican Express$651,995$57,416 ▼-8.1%2,0440.3%FinanceSPSBSPDR Portfolio Short Term Corporate Bond ETF$649,387$241,520 ▲59.2%21,5100.3%ETFIWMiShares Russell 2000 ETF$638,8170.0%2,9600.3%FinanceMCDMcDonald's$626,997$1,461 ▼-0.2%2,1460.3%Retail/WholesaleMARMarriott International$619,064$7,103 ▲1.2%2,2660.3%Consumer DiscretionaryDEDeere & Company$587,306$5,085 ▼-0.9%1,1550.2%IndustrialsEMREmerson Electric$581,3190.0%4,3600.2%IndustrialsMRKMerck & Co., Inc.$573,831$53,829 ▼-8.6%7,2490.2%MedicalDISWalt Disney$566,106$11,781 ▲2.1%4,5650.2%Consumer DiscretionaryCMICummins$553,058$5,894 ▲1.1%1,6890.2%Auto/Tires/TrucksCLColgate-Palmolive$552,945$11,363 ▲2.1%6,0830.2%Consumer StaplesDHID.R. Horton$543,011$83,153 ▼-13.3%4,2120.2%ConstructionCAHCardinal Health$542,640$16,800 ▲3.2%3,2300.2%MedicalSMRNuScale Power$534,060$19,780 ▼-3.6%13,5000.2%Computer and TechnologyIBMInternational Business Machines$524,708$25,056 ▲5.0%1,7800.2%Computer and TechnologyHONHoneywell International$523,281$31,439 ▲6.4%2,2470.2%Multi-Sector ConglomeratesJIREJPMorgan International Research Enhanced Equity ETF$503,529$219,387 ▲77.2%7,1150.2%ETFMSMorgan Stanley$492,447$17,608 ▼-3.5%3,4960.2%FinanceSCHASchwab US Small-Cap ETF$489,100$4,048 ▼-0.8%19,3320.2%ETFUNPUnion Pacific$487,540$11,504 ▼-2.3%2,1190.2%TransportationFICOFair Isaac$484,4090.0%2650.2%Computer and TechnologyGDGeneral Dynamics$482,697$11,666 ▲2.5%1,6550.2%AerospaceMCKMcKesson$468,9790.0%6400.2%MedicalDUKDuke Energy$464,920$45,194 ▼-8.9%3,9400.2%UtilitiesVWOVanguard FTSE Emerging Markets ETF$462,698$27,203 ▼-5.6%9,3550.2%ETFTAT&T$460,9850.0%15,9290.2%Computer and TechnologyFIFiserv$457,7490.0%2,6550.2%Business ServicesLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$457,400$38,473 ▼-7.8%4,1730.2%FinanceKLACKLA$449,661$17,915 ▼-3.8%5020.2%Computer and TechnologyAMTAmerican Tower$448,567$34,471 ▲8.3%2,0300.2%FinanceEWNiShares MSCI Netherlands ETF$448,2630.0%8,2250.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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