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CIK: 0001575151
Total reported value
$276.1M
$276.1M
197 檔
23.7%
As reported in its official Q3 2024 Form 13F filing, Tiemann Investment Advisors, LLC's tracked investment portfolio stood at $276.1M with 197 total positions.
During Q3 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 | 6.69% | -0.25% | +1.45% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.46% | +0.05% | -1.50% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.40% | -0.34% | -1.97% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 5.33% | -0.35% | -3.66% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.39% | -0.09% | -4.63% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.14% | -0.05% | -7.74% | |
| 7 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.83% | -0.20% | -1.61% | |
| 8 | GSST | Goldman Sachs Ultra Short Bo | ETF-Commodities | 2.37% | -0.07% | +5.19% | |
| 9 | ORCL | Oracle CORP | Stock-Tech | 2.12% | -0.06% | -0.59% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.07% | -0.12% | -2.77% | |
| 11 | CWI | State Street Spdr Msci Acwi | ETF-Other | 1.69% | +0.03% | +0.45% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.67% | +0.02% | -4.46% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.54% | +0.14% | -3.65% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.44% | -0.03% | +0.37% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.18% | +0.10% | -1.27% | |
| 16 | CRM | Salesforce Inc | Stock-Tech | 1.14% | -0.20% | -1.87% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.13% | -0.19% | -5.07% | |
| 18 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.11% | +0.07% | +2.09% | |
| 19 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.06% | +0.02% | -2.66% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.96% | +0.05% | -1.97% | |
| 21 | ABBV | Abbvie Inc | Stock-Healthcare | 0.93% | +0.02% | -1.57% | |
| 22 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.93% | -0.10% | -0.38% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.92% | +0.05% | +2.23% | |
| 24 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.85% | +0.12% | +0.69% | |
| 25 | JPEM | JPM Diversified Ret Em Equit | ETF-Other | 0.84% | -0.07% | -2.98% | |
| 26 | GLD | Spdr Gold Shares | ETF-Commodities | 0.83% | -0.25% | -10.76% | |
| 27 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.82% | +0.04% | -1.19% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.81% | -0.14% | -1.15% | |
| 29 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.79% | +0.06% | -1.01% | |
| 30 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.78% | +0.06% | -3.20% | |
| 31 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.74% | +0.09% | -2.01% | |
| 32 | ALL | Allstate CORP | Stock-Financials | 0.73% | +0.04% | -0.56% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.71% | +0.12% | -5.71% | |
| 34 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.68% | -0.01% | +1.39% | |
| 35 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.65% | +0.04% | — | |
| 36 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.64% | -0.03% | -1.61% | |
| 37 | MCHP | Microchip Technology Inc | Stock-Tech | 0.62% | +0.14% | -2.27% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.60% | -0.01% | -3.60% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.58% | +0.03% | -2.09% | |
| 40 | CAT | Caterpillar Inc | Stock-Industrials | 0.56% | +0.17% | -3.92% | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.54% | +0.04% | +1054.95% | |
| 42 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.53% | +0.01% | +1.46% | |
| 43 | ESS | Essex Property Trust Inc | Stock-Real Estate | 0.52% | +0.04% | +0.02% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | +0.04% | +12.92% | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.50% | -0.01% | -3.68% | |
| 46 | ABT | Abbott Laboratories | Stock-Healthcare | 0.49% | -0.09% | -1.48% | |
| 47 | AMAT | Applied Materials Inc | Stock-Tech | 0.47% | +0.44% | -2.09% | |
| 48 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.47% | -0.10% | -6.39% | |
| 49 | CEG | Constellation Energy | Stock-Utilities | 0.46% | -0.09% | -5.33% | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.42% | +0.01% | -7.39% |
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 Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AGG, AAPL, MSFT) accounted for 23.7% of total reported equity market value during Q3 2024.
During Q3 2024, Tiemann Investment Advisors, LLC's top holdings by market value included AGG (6.7%)、AAPL (6.5%)、MSFT (5.4%). The largest single position, AGG, represented 6.7% of total portfolio value.
In Q3 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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