Tiemann Investment Advisors, LLC Top Holdings and 13F Report (2025) About Tiemann Investment Advisors, LLCInvestment ActivityTiemann Investment Advisors, LLC has $220.37 million in total holdings as of March 31, 2025.Tiemann Investment Advisors, LLC owns shares of 192 different stocks, but just 65 companies or ETFs make up 80% of its holdings.Approximately 3.31% of the portfolio was purchased this quarter.About 2.62% of the portfolio was sold this quarter.This quarter, Tiemann Investment Advisors, LLC has purchased 192 new stocks and bought additional shares in 31 stocks.Tiemann Investment Advisors, LLC sold shares of 99 stocks and completely divested from 7 stocks this quarter.Largest Holdings iShares Core U.S. Aggregate Bond ETF $17,165,343Apple $13,647,126iShares Core Total USD Bond Market ETF $13,212,649Microsoft $10,443,350iShares Core MSCI EAFE ETF $10,023,171 Largest New Holdings this Quarter 09290D101 - BLACKROCK INC $343,572 Holding375558103 - Gilead Sciences $269,144 Holding67103H107 - O'Reilly Automotive $247,836 Holding842587107 - Southern $211,025 Holding872590104 - T-Mobile US $209,901 Holding Largest Purchases this Quarter iShares Core U.S. Aggregate Bond ETF 16,765 shares (about $1.66M)iShares Core Total USD Bond Market ETF 23,600 shares (about $1.09M)Goldman Sachs Ultra Short Bond ETF 20,022 shares (about $1.01M)JPMorgan Ultra-Short Income ETF 11,570 shares (about $585.79K)BLACKROCK INC 363 shares (about $343.57K) Largest Sales this Quarter Apple 1,545 shares (about $343.19K)Microsoft 812 shares (about $304.82K)Berkshire Hathaway 515 shares (about $274.28K)NVIDIA 2,510 shares (about $272.03K)Lowe's Companies 1,000 shares (about $233.23K) 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$17,165,343$1,658,399 ▲10.7%173,5277.8%FinanceAAPLApple$13,647,126$343,194 ▼-2.5%61,4376.2%Computer and TechnologyIUSBiShares Core Total USD Bond Market ETF$13,212,649$1,087,491 ▲9.0%286,7326.0%ManufacturingMSFTMicrosoft$10,443,350$304,817 ▼-2.8%27,8204.7%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$10,023,171$333,616 ▲3.4%132,4944.5%ETFJPSTJPMorgan Ultra-Short Income ETF$6,862,276$585,792 ▲9.3%135,5373.1%ETFGSSTGoldman Sachs Ultra Short Bond ETF$6,623,985$1,011,913 ▲18.0%131,0643.0%ETFNVDANVIDIA$5,287,319$272,034 ▼-4.9%48,7852.4%Computer and TechnologyBRK.BBerkshire Hathaway$5,131,408$274,279 ▼-5.1%9,6352.3%FinanceORCLOracle$5,037,494$17,476 ▼-0.3%36,0312.3%Computer and TechnologyJPMJPMorgan Chase & Co.$4,358,490$83,893 ▼-1.9%17,7682.0%FinanceCWISPDR MSCI ACWI ex-US ETF$3,348,988$31,710 ▼-0.9%113,2181.5%ETFAMZNAmazon.com$3,189,138$134,704 ▼-4.1%16,7621.4%Retail/WholesaleGOOGLAlphabet$2,984,861$38,660 ▼-1.3%19,3021.4%Computer and TechnologyCRMSalesforce$2,636,905$13,418 ▼-0.5%9,8261.2%Computer and TechnologyCOSTCostco Wholesale$2,520,504$154,162 ▼-5.8%2,6651.1%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$2,481,237$4,183 ▲0.2%23,7281.1%ETFIJSiShares S&P Small-Cap 600 Value ETF$2,299,594$8,773 ▼-0.4%23,5901.0%ETFGLDSPDR Gold Shares$2,236,543$4,322 ▼-0.2%7,7621.0%FinanceIJJiShares S&P Mid-Cap 400 Value ETF$2,219,914$39,511 ▼-1.7%18,5411.0%ETFABBVAbbVie$2,213,579$19,904 ▼-0.9%10,5651.0%MedicalGOOGAlphabet$1,983,184$15,311 ▲0.8%12,6940.9%Computer and TechnologyJNJJohnson & Johnson$1,909,316$8,292 ▼-0.4%11,5130.9%MedicalIJHiShares Core S&P Mid-Cap ETF$1,899,701$16,922 ▼-0.9%32,5570.9%ETFJPEMJPMorgan Diversified Return Emerging Markets Equity ETF$1,840,852$23,672 ▲1.3%34,9170.8%ETFIJTiShares S&P Small-Cap 600 Growth ETF$1,734,532$21,789 ▼-1.2%13,9310.8%ETFVVisa$1,685,596$28,041 ▼-1.6%4,8090.8%Business ServicesMDYSPDR S&P MidCap 400 ETF Trust$1,658,056$16,004 ▼-1.0%3,1080.8%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$1,613,383$33,728 ▼-2.0%19,3730.7%ETFALLAllstate$1,572,697$36,237 ▼-2.3%7,5950.7%FinanceLLYEli Lilly and Company$1,521,326$4,130 ▲0.3%1,8420.7%MedicalIVEiShares S&P 500 Value ETF$1,482,141$11,625 ▼-0.8%7,7770.7%ETFIWBiShares Russell 1000 ETF$1,475,4190.0%4,8100.7%ETFEEMiShares MSCI Emerging Markets ETF$1,466,802$14,203 ▼-1.0%33,5650.7%FinanceUNHUnitedHealth Group$1,398,238$99,537 ▼-6.6%2,6690.6%MedicalLOWLowe's Companies$1,397,747$233,230 ▼-14.3%5,9930.6%Retail/WholesaleABTAbbott Laboratories$1,286,440$16,581 ▼-1.3%9,6980.6%MedicalESSEssex Property Trust$1,247,6680.0%4,0690.6%FinanceIVViShares Core S&P 500 ETF$1,210,333$23,600 ▼-1.9%2,1540.5%ETFEWJiShares MSCI Japan ETF$1,187,8020.0%17,3250.5%ETFIVWiShares S&P 500 Growth ETF$1,149,328$111,767 ▼-8.9%12,3810.5%ETFCSCOCisco Systems$1,140,216$40,112 ▲3.6%18,4770.5%Computer and TechnologyDFSDiscover Financial Services$1,138,0570.0%6,6670.5%FinanceNFLXNetflix$1,137,687$46,627 ▲4.3%1,2200.5%Consumer DiscretionaryISRGIntuitive Surgical$1,135,654$50,022 ▲4.6%2,2930.5%MedicalAVGOBroadcom$1,130,153$92,924 ▼-7.6%6,7500.5%Computer and TechnologyCATCaterpillar$1,040,189$36,278 ▼-3.4%3,1540.5%IndustrialsRTXRTX$1,015,438$16,293 ▼-1.6%7,6660.5%AerospaceHDHome Depot$1,006,504$27,490 ▼-2.7%2,7460.5%Retail/WholesaleWMTWalmart$1,004,191$35,996 ▼-3.5%11,4380.5%Retail/WholesaleTDTTFlexShares iBoxx 3 Year Target Duration TIPS Index Fund$997,553$168,835 ▲20.4%40,9160.5%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$995,824$73,531 ▼-6.9%18,9600.5%ManufacturingTSLATesla$962,779$41,984 ▼-4.2%3,7150.4%Auto/Tires/TrucksEFAiShares MSCI EAFE ETF$927,180$3,269 ▼-0.4%11,3440.4%FinanceIEMGiShares Core MSCI Emerging Markets ETF$906,588$88,241 ▲10.8%16,7980.4%ETFMCHPMicrochip Technology$843,689$7,261 ▼-0.9%17,4280.4%Computer and TechnologyEWUiShares MSCI United Kingdom ETF$825,651$82,434 ▲11.1%22,0350.4%ETFGSThe Goldman Sachs Group$824,898$31,139 ▼-3.6%1,5100.4%FinanceSPYSPDR S&P 500 ETF Trust$813,5880.0%1,4540.4%FinanceTDTFFlexShares iBoxx 5 Year Target Duration TIPS Index Fund$811,311$169,751 ▲26.5%33,4560.4%ETFCEGConstellation Energy$797,850$5,646 ▼-0.7%3,9570.4%EnergyELSEquity LifeStyle Properties$764,557$3,335 ▼-0.4%11,4620.3%FinanceMRKMerck & Co., Inc.$711,707$41,738 ▼-5.5%7,9290.3%MedicalAMATApplied Materials$692,2220.0%4,7700.3%Computer and TechnologyTIPiShares TIPS Bond ETF$678,427$5,555 ▼-0.8%6,1070.3%ETFMCDMcDonald's$671,908$31,237 ▲4.9%2,1510.3%Retail/WholesalePGProcter & Gamble$660,321$852 ▲0.1%3,8740.3%Consumer StaplesDHID.R. Horton$617,470$15,891 ▼-2.5%4,8570.3%ConstructionGEGE Aerospace$611,258$11,008 ▼-1.8%3,0540.3%IndustrialsINTUIntuit$599,254$12,280 ▲2.1%9760.3%Computer and TechnologyAXPAmerican Express$598,367$16,143 ▼-2.6%2,2240.3%FinanceBSVVanguard Short-Term Bond ETF$594,928$82,977 ▼-12.2%7,6000.3%ETFIWMiShares Russell 2000 ETF$590,563$9,776 ▼-1.6%2,9600.3%FinanceFIFiserv$586,304$52,999 ▼-8.3%2,6550.3%Business ServicesBACBank of America$583,803$17,109 ▼-2.8%13,9900.3%FinanceCLColgate-Palmolive$558,265$9,370 ▼-1.7%5,9580.3%Consumer StaplesDEDeere & Company$546,793$11,734 ▼-2.1%1,1650.2%IndustrialsMARMarriott International$533,645$33,115 ▼-5.8%2,2400.2%Consumer DiscretionaryDUKDuke Energy$527,276$6,098 ▼-1.1%4,3230.2%UtilitiesCMICummins$523,758$15,672 ▼-2.9%1,6710.2%Auto/Tires/TrucksUNPUnion Pacific$512,405$25,986 ▼-4.8%2,1690.2%TransportationLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$491,820$27,178 ▼-5.2%4,5240.2%FinanceFICOFair Isaac$488,7020.0%2650.2%Computer and TechnologyEMREmerson Electric$478,030$6,578 ▼-1.4%4,3600.2%IndustrialsFDXFedEx$470,8870.0%1,9310.2%TransportationSCHASchwab US Small-Cap ETF$456,6980.0%19,4920.2%ETFTAT&T$450,472$1,414 ▼-0.3%15,9290.2%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$448,3000.0%9,9050.2%ETFMAMastercard$447,814$10,962 ▼-2.4%8170.2%Business ServicesHONHoneywell International$447,216$10,588 ▼-2.3%2,1120.2%Multi-Sector ConglomeratesKOCoca-Cola$443,9010.0%6,1980.2%Consumer StaplesDISWalt Disney$441,189$3,948 ▼-0.9%4,4700.2%Consumer DiscretionaryGDGeneral Dynamics$440,2170.0%1,6150.2%AerospaceCAHCardinal Health$431,2200.0%3,1300.2%MedicalMCKMcKesson$430,714$3,365 ▼-0.8%6400.2%MedicalLINDE PLC$424,6640.0%9120.2%SHSMSMorgan Stanley$422,462$23,334 ▼-5.2%3,6210.2%FinanceIBMInternational Business Machines$421,479$9,946 ▼-2.3%1,6950.2%Computer and TechnologyPLDPrologis$417,0880.0%3,7310.2%FinanceKMBKimberly-Clark$416,705$3,556 ▲0.9%2,9300.2%Consumer StaplesShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google 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.
