Tiemann Investment Advisors, LLC Top Holdings and 13F Report (2024) → Man who Predicted Trump 2016 Win: “Prepare for Election Meltdown” (From Paradigm Press) (Ad) About Tiemann Investment Advisors, LLCInvestment ActivityTiemann 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 $14,268,245Microsoft $12,850,892iShares Core Total USD Bond Market ETF $12,223,720Apple $11,534,870iShares Core MSCI EAFE ETF $10,239,837 Largest New Holdings this Quarter Williams-Sonoma $279,426 HoldingMeta Platforms $240,362 HoldingO'Reilly Automotive $234,807 HoldingToll Brothers $230,279 HoldingAutoZone $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 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$14,268,245$1,632,568 ▲12.9%145,6836.4%FinanceMSFTMicrosoft$12,850,892$145,990 ▼-1.1%30,5455.7%Computer and TechnologyIUSBiShares Core Total USD Bond Market ETF$12,223,720$847,521 ▲7.4%268,1225.5%ManufacturingAAPLApple$11,534,870$238,359 ▼-2.0%67,2665.2%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$10,239,837$249,602 ▲2.5%137,9664.6%ETFJPSTJPMorgan Ultra-Short Income ETF$6,567,013$13,420 ▲0.2%130,1682.9%ETFNVDANVIDIA$6,140,595$282,814 ▼-4.4%6,7962.7%Computer and TechnologyGSSTGoldman Sachs Access Ultra Short Bond ETF$5,090,302$703,361 ▲16.0%101,0882.3%ETFBRK.BBerkshire Hathaway$4,539,513$48,360 ▼-1.1%10,7952.0%FinanceJPMJPMorgan Chase & Co.$3,890,227$13,020 ▼-0.3%19,4221.7%FinanceORCLOracle$3,823,820$50,244 ▼-1.3%30,4421.7%Computer and TechnologyCWISPDR MSCI ACWI ex-US ETF$3,658,062$21,158 ▼-0.6%128,8051.6%ETFGOOGLAlphabet$3,441,204$43,015 ▼-1.2%22,8001.5%Computer and TechnologyAMZNAmazon.com$3,231,508$27,959 ▲0.9%17,9151.4%Retail/WholesaleCRMSalesforce$3,068,4220.0%10,1881.4%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$2,600,536$178,821 ▲7.4%23,5301.2%ETFIJJiShares S&P Mid-Cap 400 Value ETF$2,407,911$23,895 ▼-1.0%20,3561.1%ETFIJSiShares S&P Small-Cap 600 Value ETF$2,353,658$32,370 ▼-1.4%22,9041.1%ETFCOSTCostco Wholesale$2,285,073$14,653 ▲0.6%3,1191.0%Retail/WholesaleNETCloudflare$2,143,913$193,660 ▼-8.3%22,1411.0%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$2,108,589$1,706,247 ▲424.1%34,7150.9%ETFGOOGAlphabet$2,078,044$20,098 ▼-1.0%13,6480.9%Computer and TechnologyLOWLowe's Companies$2,048,7930.0%8,0430.9%Retail/WholesaleABBVAbbVie$2,027,866$21,852 ▲1.1%11,1360.9%MedicalJNJJohnson & Johnson$1,935,138$41,129 ▼-2.1%12,2330.9%MedicalJPEMJPMorgan Diversified Return Emerging Markets Equity ETF$1,892,954$136,288 ▲7.8%35,4180.8%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$1,888,510$21,626 ▼-1.1%20,6960.8%ETFMDYSPDR S&P MidCap 400 ETF Trust$1,884,527$71,776 ▼-3.7%3,3870.8%ETFEEMiShares MSCI Emerging Markets ETF$1,873,342$55,664 ▼-2.9%45,6020.8%FinanceGLDSPDR Gold Shares$1,817,948$20,572 ▼-1.1%8,8370.8%FinanceIJTiShares S&P Small-Cap 600 Growth ETF$1,814,661$13,074 ▼-0.7%13,8800.8%ETFMCHPMicrochip Technology$1,658,469$37,947 ▼-2.2%18,4870.7%Computer and TechnologyALLAllstate$1,651,380$5,190 ▼-0.3%9,5450.7%FinanceLLYEli Lilly and Company$1,561,366$19,449 ▲1.3%2,0070.7%MedicalUNHUnitedHealth Group$1,506,196$12,370 ▲0.8%3,0440.7%MedicalVVisa$1,465,077$23,725 ▼-1.6%5,2490.7%Business ServicesIVEiShares S&P 500 Value ETF$1,453,755$96,581 ▲7.1%7,7820.6%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$1,447,940$36,121 ▼-2.4%28,0600.6%ManufacturingIWBiShares Russell 1000 ETF$1,385,4240.0%4,8100.6%ETFHDHome Depot$1,268,309$5,755 ▲0.5%3,3060.6%Retail/WholesaleCATCaterpillar$1,259,420$3,664 ▲0.3%3,4370.6%Industrial ProductsEWJiShares MSCI Japan ETF$1,218,301$12,486 ▼-1.0%17,0750.5%ETFIVWiShares S&P 500 Growth ETF$1,198,795$93,644 ▲8.5%14,1970.5%ETFMRKMerck & Co., Inc.$1,181,480$26,390 ▲2.3%8,9540.5%MedicalAMATApplied Materials$1,159,0130.0%5,6200.5%Computer and TechnologyTDTTFlexShares iBoxx 3 Year Target Duration TIPS Index Fund$1,130,117$185,253 ▼-14.1%47,5830.5%ETFABTAbbott Laboratories$1,102,275$15,912 ▲1.5%9,6980.5%MedicalEFAiShares MSCI EAFE ETF$1,006,840$92,642 ▼-8.4%12,6070.5%FinanceESSEssex Property Trust$984,0780.0%4,0190.4%FinanceIVViShares Core S&P 500 ETF$979,961$43,636 ▲4.7%1,8640.4%ETFISRGIntuitive Surgical$976,573$19,954 ▼-2.0%2,4470.4%MedicalCSCOCisco Systems$939,057$7,487 ▼-0.8%18,8150.4%Computer and TechnologyDFSDiscover Financial Services$872,0110.0%6,6520.4%FinanceAVGOBroadcom$858,866$30,484 ▼-3.4%6480.4%Computer and TechnologyDHID.R. Horton$851,053$41,138 ▼-4.6%5,1720.4%ConstructionINTCIntel$822,445$24,956 ▼-2.9%18,6200.4%Computer and TechnologyTSLATesla$820,939$108,990 ▼-11.7%4,6700.4%Auto/Tires/TrucksCEGConstellation Energy$813,155$27,727 ▲3.5%4,3990.4%Oils/EnergyBSVVanguard Short-Term Bond ETF$811,552$26,835 ▼-3.2%10,5850.4%ETFSPYSPDR S&P 500 ETF Trust$767,3440.0%1,4670.3%FinanceELSEquity LifeStyle Properties$752,618$3,220 ▼-0.4%11,6860.3%FinanceRTXRTX$750,8830.0%7,6990.3%AerospaceIEMGiShares Core MSCI Emerging Markets ETF$738,964$73,272 ▲11.0%14,3210.3%ETFWMTWalmart$735,191$478,855 ▲186.8%12,2180.3%Retail/WholesaleNFLXNetflix$734,262$13,969 ▲1.9%1,2090.3%Consumer DiscretionaryTIPiShares TIPS Bond ETF$733,073$147,689 ▼-16.8%6,8250.3%ETFTDTFFlexShares iBoxx 5 Year Target Duration TIPS Index Fund$730,221$251,282 ▼-25.6%30,8760.3%ETFGSThe Goldman Sachs Group$698,378$20,049 ▼-2.8%1,6720.3%FinancePGProcter & Gamble$691,239$16,226 ▼-2.3%4,2600.3%Consumer StaplesDISWalt Disney$690,110$18,354 ▼-2.6%5,6400.3%Consumer DiscretionaryIWMiShares Russell 2000 ETF$681,796$421 ▲0.1%3,2420.3%FinanceINTUIntuit$660,400$22,750 ▼-3.3%1,0160.3%Computer and TechnologyMARMarriott International$659,162$6,561 ▲1.0%2,6120.3%Consumer DiscretionaryUNPUnion Pacific$650,239$12,297 ▼-1.9%2,6440.3%TransportationFDXFedEx$634,9960.0%2,1910.3%TransportationSPSBSPDR Portfolio Short Term Corporate Bond ETF$616,537$74,425 ▼-10.8%20,7100.3%ETFMCDMcDonald's$614,3690.0%2,1790.3%Retail/WholesaleEWUiShares MSCI United Kingdom ETF$613,5560.0%17,9350.3%ETFAXPAmerican Express$603,606$5,692 ▼-0.9%2,6510.3%FinanceGDGeneral Dynamics$600,2910.0%2,1250.3%AerospaceDEDeere & Company$587,358$5,750 ▼-1.0%1,4300.3%Industrial ProductsFIFiserv$584,142$25,571 ▲4.6%3,6550.3%Business ServicesLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$580,6070.0%5,3300.3%FinanceCMICummins$575,157$29,465 ▲5.4%1,9520.3%Auto/Tires/TrucksSNPSSynopsys$562,928$31,433 ▼-5.3%9850.3%Computer and TechnologyEMREmerson Electric$560,8620.0%4,9450.3%Industrial ProductsCMCSAComcast$551,369$3,251 ▼-0.6%12,7190.2%Consumer DiscretionaryPLDPrologis$549,268$13,022 ▲2.4%4,2180.2%FinanceGEGeneral Electric$548,356$20,186 ▲3.8%3,1240.2%TransportationCLColgate-Palmolive$545,5230.0%6,0580.2%Consumer StaplesBACBank of America$525,192$7,584 ▼-1.4%13,8500.2%FinanceNVONovo Nordisk A/S$520,0200.0%4,0500.2%MedicalORealty Income$503,386$44,257 ▼-8.1%9,3040.2%FinanceLINDE PLC$502,394$20,894 ▼-4.0%1,0820.2%SHSSCHASchwab US Small-Cap ETF$481,3700.0%9,7760.2%ETFHONHoneywell International$469,407$11,289 ▲2.5%2,2870.2%Multi-Sector ConglomeratesADMArcher-Daniels-Midland$465,422$64,380 ▼-12.2%7,4100.2%Consumer StaplesAMDAdvanced Micro Devices$456,098$45,122 ▲11.0%2,5270.2%Computer and TechnologyKLACKLA$455,468$10,479 ▼-2.2%6520.2%Computer and TechnologySBUXStarbucks$454,2080.0%4,9700.2%Retail/WholesaleShowing 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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