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CIK: 0001575151
Total reported value
$276.1M
$276.1M
192 檔
23.2%
The Q2 2024 SEC filing reveals that Tiemann Investment Advisors, LLC held a total portfolio value of $276.1M, covering 192 public equity positions.
During Q2 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 | 6.53% | -0.25% | +3.70% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.11% | +0.05% | -3.02% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.90% | -0.34% | -2.83% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 5.48% | -0.35% | +1.61% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.42% | -0.09% | -0.86% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.57% | -0.05% | +854.83% | |
| 7 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.95% | -0.20% | +0.84% | |
| 8 | GSST | Goldman Sachs Ultra Short Bo | ETF-Commodities | 2.31% | -0.07% | +2.12% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.94% | -0.12% | -0.56% | |
| 10 | ORCL | Oracle CORP | Stock-Tech | 1.82% | -0.06% | -4.62% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.81% | +0.14% | -2.11% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.73% | +0.02% | -1.21% | |
| 13 | CWI | State Street Spdr Msci Acwi | ETF-Other | 1.61% | +0.03% | -0.51% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.54% | -0.03% | -0.22% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.18% | -0.19% | — | |
| 16 | CRM | Salesforce Inc | Stock-Tech | 1.13% | -0.20% | -3.07% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.13% | +0.10% | +0.88% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.11% | +0.05% | -0.61% | |
| 19 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.03% | +0.02% | +0.16% | |
| 20 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.01% | +0.07% | +2.13% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.87% | +0.05% | -4.01% | |
| 22 | JPEM | JPM Diversified Ret Em Equit | ETF-Other | 0.85% | -0.07% | -0.07% | |
| 23 | ABBV | Abbvie Inc | Stock-Healthcare | 0.85% | +0.02% | — | |
| 24 | GLD | Spdr Gold Shares | ETF-Commodities | 0.84% | -0.25% | -0.11% | |
| 25 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.82% | — | — | |
| 26 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.80% | +0.04% | -0.44% | |
| 27 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.80% | +0.06% | -1.40% | |
| 28 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.80% | +0.12% | +0.71% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.80% | +0.12% | -1.35% | |
| 30 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.78% | -0.10% | -1.06% | |
| 31 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.77% | +0.06% | -11.43% | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.77% | -0.14% | -3.84% | |
| 33 | MCHP | Microchip Technology Inc | Stock-Tech | 0.75% | +0.14% | -0.68% | |
| 34 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.68% | +0.09% | -1.97% | |
| 35 | ALL | Allstate CORP | Stock-Financials | 0.64% | +0.04% | -5.76% | |
| 36 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.64% | +0.04% | — | |
| 37 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.64% | -0.03% | -0.71% | |
| 38 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.63% | -0.01% | +0.64% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.61% | -0.01% | — | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.59% | +0.03% | +1.60% | |
| 41 | AMAT | Applied Materials Inc | Stock-Tech | 0.58% | +0.44% | -1.96% | |
| 42 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.52% | +0.01% | — | |
| 43 | CAT | Caterpillar Inc | Stock-Industrials | 0.51% | +0.17% | +0.29% | |
| 44 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.50% | -0.01% | +0.39% | |
| 45 | ESS | Essex Property Trust Inc | Stock-Real Estate | 0.49% | +0.04% | +1.24% | |
| 46 | ABT | Abbott Laboratories | Stock-Healthcare | 0.47% | -0.09% | +4.38% | |
| 47 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.46% | -0.10% | -4.09% | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.46% | -0.01% | -9.53% | |
| 49 | TDTT | Flexshares Iboxx 3-year Targ | ETF-Other | 0.45% | -0.04% | -10.19% | |
| 50 | AVGO | Broadcom Inc | Stock-Tech | 0.45% | +0.04% | -3.40% |
According to official SEC Form 13F filings, Tiemann Investment Advisors, LLC reported a total U.S. public equity portfolio value of $276.1M across 192 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AGG, AAPL, MSFT) accounted for 23.2% of total reported equity market value during Q2 2024.
During Q2 2024, Tiemann Investment Advisors, LLC's top holdings by market value included AGG (6.5%)、AAPL (6.1%)、MSFT (5.9%). The largest single position, AGG, represented 6.5% of total portfolio value.
In Q2 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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