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CIK: 0001575151
Total reported value
$276.1M
$276.1M
192 檔
23.2%
At the close of Q4 2024, Tiemann Investment Advisors, LLC disclosed equity holdings valued at approximately $276.1M, spread across 192 reported holdings.
During Q4 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 | AAPL | Apple Inc | Stock-Tech | 7.01% | +0.05% | -1.98% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.75% | -0.25% | +2.29% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.36% | -0.34% | -1.60% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 5.29% | -0.35% | +0.25% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.00% | -0.09% | -1.81% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.06% | -0.05% | -14.32% | |
| 7 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.78% | -0.20% | -4.00% | |
| 8 | ORCL | Oracle CORP | Stock-Tech | 2.68% | -0.06% | +25.26% | |
| 9 | GSST | Goldman Sachs Ultra Short Bo | ETF-Commodities | 2.48% | -0.07% | +2.26% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.05% | -0.12% | -2.76% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.93% | +0.02% | -1.21% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.70% | -0.03% | -2.63% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.65% | +0.14% | -9.08% | |
| 14 | CRM | Salesforce Inc | Stock-Tech | 1.47% | -0.20% | +1.92% | |
| 15 | CWI | State Street Spdr Msci Acwi | ETF-Other | 1.42% | +0.03% | -11.21% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.21% | +0.10% | +1.08% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.15% | -0.19% | -4.49% | |
| 18 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.14% | +0.07% | -0.85% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.07% | +0.05% | -5.28% | |
| 20 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.05% | +0.02% | -4.91% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.91% | +0.05% | -3.58% | |
| 22 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.85% | +0.12% | +0.23% | |
| 23 | ABBV | Abbvie Inc | Stock-Healthcare | 0.84% | +0.02% | -2.75% | |
| 24 | GLD | Spdr Gold Shares | ETF-Commodities | 0.84% | -0.25% | -1.27% | |
| 25 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.80% | +0.06% | +0.13% | |
| 26 | JPEM | JPM Diversified Ret Em Equit | ETF-Other | 0.79% | -0.07% | +0.38% | |
| 27 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.79% | +0.04% | -5.82% | |
| 28 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.77% | -0.10% | -11.79% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.75% | +0.04% | +1.04% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.74% | -0.14% | -0.56% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.70% | +0.01% | +3.06% | |
| 32 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.69% | +0.04% | — | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.69% | -0.01% | -3.38% | |
| 34 | ALL | Allstate CORP | Stock-Financials | 0.67% | +0.04% | -13.14% | |
| 35 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.67% | -0.01% | -1.30% | |
| 36 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.64% | +0.09% | -2.22% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.63% | +0.12% | -1.61% | |
| 38 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.63% | +0.06% | -15.23% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.61% | +0.03% | -3.80% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.57% | +0.04% | +6.50% | |
| 41 | CAT | Caterpillar Inc | Stock-Industrials | 0.53% | +0.17% | -1.45% | |
| 42 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.52% | +0.01% | — | |
| 43 | ESS | Essex Property Trust Inc | Stock-Real Estate | 0.52% | +0.04% | -0.02% | |
| 44 | DFSEUR | Discover Financial Services | Stock-Other | 0.51% | — | +0.23% | |
| 45 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.51% | -0.10% | -0.23% | |
| 46 | ABT | Abbott Laboratories | Stock-Healthcare | 0.49% | -0.09% | -1.50% | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.49% | -0.01% | -2.08% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.48% | -0.10% | -0.89% | |
| 49 | CSCO | Cisco Systems Inc | Stock-Tech | 0.47% | +0.19% | -0.28% | |
| 50 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.47% | -0.03% | -25.72% |
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 Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, AGG, MSFT) accounted for 23.2% of total reported equity market value during Q4 2024.
During Q4 2024, Tiemann Investment Advisors, LLC's top holdings by market value included AAPL (7.0%)、AGG (6.8%)、MSFT (5.4%). The largest single position, AAPL, represented 7.0% of total portfolio value.
In Q4 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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