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CIK: 0001575151
Total reported value
$276.1M
$276.1M
192 檔
23.4%
During the Q1 2025 filing period, Tiemann Investment Advisors, LLC (CIK: 0001575151) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $276.1M across 192 reported positions.
In Q1 2025, Tiemann Investment Advisors, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 7.79% | -0.25% | +10.69% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.19% | +0.05% | -2.45% | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 6.00% | -0.35% | +8.97% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.74% | -0.34% | -2.84% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.55% | -0.09% | +3.44% | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.11% | -0.20% | +9.33% | |
| 7 | GSST | Goldman Sachs Ultra Short Bo | ETF-Commodities | 3.01% | -0.07% | +18.03% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.40% | -0.05% | -4.89% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.33% | -0.12% | -5.07% | |
| 10 | ORCL | Oracle CORP | Stock-Tech | 2.29% | -0.06% | -0.35% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.98% | +0.02% | -1.89% | |
| 12 | CWI | State Street Spdr Msci Acwi | ETF-Other | 1.52% | +0.03% | -0.94% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.45% | -0.03% | -4.05% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.35% | +0.14% | -1.28% | |
| 15 | CRM | Salesforce Inc | Stock-Tech | 1.20% | -0.20% | -0.51% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.14% | -0.19% | -5.76% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.13% | +0.10% | +0.17% | |
| 18 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.04% | +0.07% | -0.38% | |
| 19 | GLD | Spdr Gold Shares | ETF-Commodities | 1.01% | -0.25% | -0.19% | |
| 20 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.01% | +0.02% | -1.75% | |
| 21 | ABBV | Abbvie Inc | Stock-Healthcare | 1.00% | +0.02% | -0.89% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.90% | +0.05% | +0.78% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.87% | -0.14% | -0.43% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.86% | +0.05% | -0.88% | |
| 25 | JPEM | JPM Diversified Ret Em Equit | ETF-Other | 0.84% | -0.07% | +1.30% | |
| 26 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.79% | +0.12% | -1.24% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.76% | -0.01% | -1.64% | |
| 28 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.75% | +0.04% | -0.96% | |
| 29 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.73% | +0.06% | -2.05% | |
| 30 | ALL | Allstate CORP | Stock-Financials | 0.71% | +0.04% | -2.25% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.69% | +0.12% | +0.27% | |
| 32 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.67% | -0.01% | -0.78% | |
| 33 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.67% | +0.04% | — | |
| 34 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.67% | +0.06% | -0.96% | |
| 35 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.63% | +0.09% | -6.65% | |
| 36 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.63% | -0.10% | -14.30% | |
| 37 | ABT | Abbott Laboratories | Stock-Healthcare | 0.58% | -0.09% | -1.27% | |
| 38 | ESS | Essex Property Trust Inc | Stock-Real Estate | 0.57% | +0.04% | — | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.55% | +0.04% | -1.91% | |
| 40 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.54% | +0.01% | — | |
| 41 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.52% | +0.03% | -8.86% | |
| 42 | CSCO | Cisco Systems Inc | Stock-Tech | 0.52% | +0.19% | +3.65% | |
| 43 | DFSEUR | Discover Financial Services | Stock-Other | 0.52% | — | — | |
| 44 | NFLX | Netflix Inc | Stock-Comm Services | 0.52% | -0.16% | +4.27% | |
| 45 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.52% | -0.10% | +4.61% | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.51% | +0.04% | -7.60% | |
| 47 | CAT | Caterpillar Inc | Stock-Industrials | 0.47% | +0.17% | -3.37% | |
| 48 | RTX | Rtx CORP | Stock-Industrials | 0.46% | -0.06% | -1.58% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.46% | -0.01% | -2.66% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.46% | -0.10% | -3.46% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | — | NEW | New buy |
| 2 | AAPL | Apple Inc | — | NEW | New buy |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | — | NEW | New buy |
| 4 | MSFT | Microsoft CORP | — | NEW | New buy |
| 5 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | New buy |
| 6 | JPST | Jpmorgan Ultra-short Income | — | NEW | New buy |
| 7 | GSST | Goldman Sachs Ultra Short Bo | — | NEW | New buy |
| 8 | NVDA | Nvidia CORP | — | NEW | New buy |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 10 | ORCL | Oracle CORP | — | NEW | New buy |
| 11 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 12 | CWI | State Street Spdr Msci Acwi | — | NEW | New buy |
| 13 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 14 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 15 | CRM | Salesforce Inc | — | NEW | New buy |
| 16 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 17 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 18 | IJS | Ishares S&p Small-cap 600 Va | — | NEW | New buy |
| 19 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 20 | IJJ | Ishares S&p Mid-cap 400 Valu | — | NEW | New buy |
| 21 | ABBV | Abbvie Inc | — | NEW | New buy |
| 22 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 23 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 24 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 25 | JPEM | JPM Diversified Ret Em Equit | — | NEW | New buy |
| 26 | IJT | Ishares S&p Small-cap 600 Gr | — | NEW | New buy |
| 27 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 28 | MDY | State Street Spdr S&p Midcap | — | NEW | New buy |
| 29 | IJK | Ishares S&p Mid-cap 400 Grow | — | NEW | New buy |
| 30 | ALL | Allstate CORP | — | NEW | New buy |
| 31 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 32 | IVE | Ishares S&p 500 Value ETF | — | NEW | New buy |
| 33 | IWB | Ishares Russell 1000 ETF | — | NEW | New buy |
| 34 | EEM | Ishares Msci Emerging Market | — | NEW | New buy |
| 35 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 36 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 37 | ABT | Abbott Laboratories | — | NEW | New buy |
| 38 | ESS | Essex Property Trust Inc | — | NEW | New buy |
| 39 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 40 | EWJ | Ishares Msci Japan ETF | — | NEW | New buy |
| 41 | IVW | Ishares S&p 500 Growth ETF | — | NEW | New buy |
| 42 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 43 | DFSEUR | Discover Financial Services | — | NEW | New buy |
| 44 | NFLX | Netflix Inc | — | NEW | New buy |
| 45 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 46 | AVGO | Broadcom Inc | — | NEW | New buy |
| 47 | CAT | Caterpillar Inc | — | NEW | New buy |
| 48 | RTX | Rtx CORP | — | NEW | New buy |
| 49 | HD | Home Depot Inc | — | NEW | New buy |
| 50 | WMT | Walmart Inc | — | NEW | New buy |
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 Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AGG, AAPL, IUSB) accounted for 23.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
AGG
市值: $17.2M
During Q1 2025, Tiemann Investment Advisors, LLC's top holdings by market value included AGG (7.8%)、AAPL (6.2%)、IUSB (6.0%). The largest single position, AGG, represented 7.8% of total portfolio value.
In Q1 2025, Tiemann Investment Advisors, LLC made 50 total portfolio adjustments, initiating 50 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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