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CIK: 0001575151
Total reported value
$276.1M
$276.1M
197 檔
22.1%
According to the latest 13F quarterly dataset, Tiemann Investment Advisors, LLC managed an equity portfolio of $276.1M at the end of Q1 2024, spanning 197 distinct U.S. exchange-listed positions.
During Q1 2024, Tiemann Investment Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.38% | -0.25% | +12.92% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.75% | -0.34% | -1.12% | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 5.47% | -0.35% | +7.45% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.16% | +0.05% | -2.02% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.58% | -0.09% | +2.50% | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.94% | -0.20% | +0.20% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.75% | -0.05% | -4.40% | |
| 8 | GSST | Goldman Sachs Ultra Short Bo | ETF-Commodities | 2.28% | -0.07% | +16.03% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.03% | -0.12% | -1.05% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.74% | +0.02% | -0.33% | |
| 11 | ORCL | Oracle CORP | Stock-Tech | 1.71% | -0.06% | -1.30% | |
| 12 | CWI | State Street Spdr Msci Acwi | ETF-Other | 1.64% | +0.03% | -0.58% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.54% | +0.14% | -1.23% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.44% | -0.03% | +0.87% | |
| 15 | CRM | Salesforce Inc | Stock-Tech | 1.37% | -0.20% | — | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.16% | +0.10% | +7.38% | |
| 17 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.08% | +0.02% | -0.98% | |
| 18 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.05% | +0.07% | -1.36% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.02% | -0.19% | +0.65% | |
| 20 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.96% | — | -8.28% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.94% | +0.05% | +424.08% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.93% | +0.05% | -0.96% | |
| 23 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.92% | -0.10% | — | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 0.91% | +0.02% | +1.09% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.87% | -0.14% | -2.08% | |
| 26 | JPEM | JPM Diversified Ret Em Equit | ETF-Other | 0.85% | -0.07% | +7.76% | |
| 27 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.84% | +0.06% | -1.13% | |
| 28 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.84% | +0.04% | -3.67% | |
| 29 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.84% | +0.06% | -2.89% | |
| 30 | GLD | Spdr Gold Shares | ETF-Commodities | 0.81% | -0.25% | -1.12% | |
| 31 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.81% | +0.12% | -0.72% | |
| 32 | MCHP | Microchip Technology Inc | Stock-Tech | 0.74% | +0.14% | -2.24% | |
| 33 | ALL | Allstate CORP | Stock-Financials | 0.74% | +0.04% | -0.31% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.70% | +0.12% | +1.26% | |
| 35 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.67% | +0.09% | +0.83% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.66% | -0.01% | -1.59% | |
| 37 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.65% | -0.01% | +7.12% | |
| 38 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.65% | -0.03% | -2.43% | |
| 39 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.62% | +0.04% | — | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.57% | -0.01% | +0.46% | |
| 41 | CAT | Caterpillar Inc | Stock-Industrials | 0.56% | +0.17% | +0.29% | |
| 42 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.54% | +0.01% | -1.01% | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.54% | +0.03% | +8.47% | |
| 44 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.53% | -0.01% | +2.28% | |
| 45 | AMAT | Applied Materials Inc | Stock-Tech | 0.52% | +0.44% | — | |
| 46 | TDTT | Flexshares Iboxx 3-year Targ | ETF-Other | 0.51% | -0.04% | -14.08% | |
| 47 | ABT | Abbott Laboratories | Stock-Healthcare | 0.49% | -0.09% | +1.46% | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.45% | -0.01% | -8.43% | |
| 49 | ESS | Essex Property Trust Inc | Stock-Real Estate | 0.44% | +0.04% | — | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | +0.04% | +4.66% |
According to official SEC Form 13F filings, Tiemann Investment Advisors, LLC reported a total U.S. public equity portfolio value of $276.1M across 197 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AGG, MSFT, IUSB) accounted for 22.1% of total reported equity market value during Q1 2024.
During Q1 2024, Tiemann Investment Advisors, LLC's top holdings by market value included AGG (6.4%)、MSFT (5.8%)、IUSB (5.5%). The largest single position, AGG, represented 6.4% of total portfolio value.
In Q1 2024, Tiemann Investment Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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