$187 Million is the total value of TIEMANN INVESTMENT ADVISORS, LLC's 183 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 7.8% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AGG | Buy | ISHARES TRcore us aggbd et | $12,269,546 | -1.8% | 130,471 | +2.3% | 6.56% | +3.1% |
AAPL | Sell | APPLE INC | $11,928,468 | -14.8% | 69,671 | -3.4% | 6.38% | -10.5% |
MSFT | Sell | MICROSOFT CORP | $9,971,701 | -8.8% | 31,581 | -1.7% | 5.33% | -4.3% |
IUSB | Buy | ISHARES TRcore total usd | $9,288,687 | +21.1% | 212,482 | +26.0% | 4.97% | +27.2% |
IEFA | Buy | ISHARES TRcore msci eafe | $8,159,902 | +3.5% | 126,805 | +8.6% | 4.36% | +8.7% |
JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $6,515,554 | +1.2% | 129,843 | +1.2% | 3.48% | +6.3% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $3,896,737 | +2.7% | 11,124 | -0.0% | 2.08% | +7.8% |
CWI | Buy | SPDR INDEX SHS FDSmsci acwi exus | $3,297,850 | -3.9% | 132,497 | +0.8% | 1.76% | +0.9% |
ORCL | Sell | ORACLE CORP | $3,293,265 | -14.2% | 31,092 | -3.5% | 1.76% | -9.9% |
GSST | Buy | GOLDMAN SACHS ETF TRaces ultra shr | $3,273,317 | +23.9% | 65,545 | +23.8% | 1.75% | +30.0% |
NVDA | Sell | NVIDIA CORPORATION | $3,130,623 | -1.1% | 7,197 | -3.9% | 1.67% | +3.8% |
GOOGL | Buy | ALPHABET INCcap stk cl a | $3,086,987 | +9.4% | 23,590 | +0.1% | 1.65% | +14.9% |
JPM | Buy | JPMORGAN CHASE & CO | $2,840,072 | -0.0% | 19,584 | +0.3% | 1.52% | +4.9% |
AMZN | Buy | AMAZON COM INC | $2,312,948 | -0.9% | 18,195 | +1.6% | 1.24% | +4.1% |
EEM | Sell | ISHARES TRmsci emg mkt etf | $2,130,799 | -9.5% | 56,147 | -5.7% | 1.14% | -5.0% |
IJS | Sell | ISHARES TRsp smcp600vl etf | $2,049,956 | -7.4% | 22,976 | -1.3% | 1.10% | -2.8% |
IJJ | Sell | ISHARES TRs&p mc 400vl etf | $2,040,621 | -6.3% | 20,218 | -0.5% | 1.09% | -1.5% |
IJR | Buy | ISHARES TRcore s&p scp etf | $2,036,868 | -0.9% | 21,593 | +4.7% | 1.09% | +4.0% |
CRM | Sell | SALESFORCE INC | $2,015,633 | -4.2% | 9,940 | -0.2% | 1.08% | +0.7% |
NET | Sell | CLOUDFLARE INC | $1,931,609 | -17.1% | 30,641 | -14.0% | 1.03% | -12.9% |
JNJ | Buy | JOHNSON & JOHNSON | $1,928,185 | -5.9% | 12,380 | +0.0% | 1.03% | -1.2% |
COST | Sell | COSTCO WHSL CORP NEW | $1,869,453 | +4.5% | 3,309 | -0.4% | 1.00% | +9.7% |
GOOG | Sell | ALPHABET INCcap stk cl c | $1,854,470 | +8.0% | 14,065 | -0.9% | 0.99% | +13.4% |
ABBV | Buy | ABBVIE INC | $1,688,999 | +11.1% | 11,331 | +0.4% | 0.90% | +16.7% |
LOW | Sell | LOWES COS INC | $1,678,932 | -10.1% | 8,078 | -2.4% | 0.90% | -5.6% |
MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $1,549,836 | -4.7% | 3,394 | -0.1% | 0.83% | +0.1% |
IJH | Buy | ISHARES TRcore s&p mcp etf | $1,540,734 | -4.3% | 6,179 | +0.4% | 0.82% | +0.5% |
IJT | Buy | ISHARES TRs&p sml 600 gwt | $1,539,247 | -4.1% | 14,033 | +0.5% | 0.82% | +0.7% |
GLD | SPDR GOLD TR | $1,532,249 | -3.8% | 8,937 | 0.0% | 0.82% | +1.0% | |
TDTT | Sell | FLEXSHARES TRiboxx 3r targt | $1,484,268 | -13.0% | 64,004 | -11.7% | 0.79% | -8.5% |
UNH | Buy | UNITEDHEALTH GROUP INC | $1,482,150 | +6.3% | 2,939 | +1.4% | 0.79% | +11.5% |
MCHP | Sell | MICROCHIP TECHNOLOGY INC. | $1,474,755 | -14.9% | 18,895 | -2.3% | 0.79% | -10.8% |
IJK | Sell | ISHARES TRs&p mc 400gr etf | $1,456,858 | -4.4% | 20,166 | -0.7% | 0.78% | +0.4% |
JPEM | Buy | J P MORGAN EXCHANGE TRADED Fdiv rtn em eqt | $1,428,644 | +5.7% | 28,363 | +5.9% | 0.76% | +11.0% |
TDTF | Sell | FLEXSHARES TRiboxx 5yr trgt | $1,311,293 | -15.9% | 57,161 | -13.2% | 0.70% | -11.7% |
TSLA | Buy | TESLA INC | $1,307,400 | +9.0% | 5,225 | +14.0% | 0.70% | +14.4% |
V | Sell | VISA INC | $1,273,029 | -4.0% | 5,534 | -0.9% | 0.68% | +0.9% |
IGIB | Sell | ISHARES TR | $1,220,184 | -6.2% | 25,080 | -2.5% | 0.65% | -1.7% |
IWB | ISHARES TRrus 1000 etf | $1,153,408 | -3.6% | 4,910 | 0.0% | 0.62% | +1.3% | |
IVE | Sell | ISHARES TRs&p 500 val etf | $1,141,031 | -5.9% | 7,417 | -1.4% | 0.61% | -1.1% |
LLY | Sell | ELI LILLY & CO | $1,074,797 | +14.5% | 2,001 | -0.0% | 0.58% | +20.3% |
ALL | Sell | ALLSTATE CORP | $1,066,751 | -3.1% | 9,575 | -5.2% | 0.57% | +1.6% |
EFA | Sell | ISHARES TRmsci eafe etf | $1,041,112 | -7.9% | 15,106 | -3.1% | 0.56% | -3.3% |
CSCO | CISCO SYS INC | $1,038,374 | +3.9% | 19,315 | 0.0% | 0.56% | +9.0% | |
EWJ | ISHARES INCmsci jpn etf new | $1,009,858 | -2.6% | 16,750 | 0.0% | 0.54% | +2.3% | |
TIP | Sell | ISHARES TRtips bd etf | $993,949 | -14.3% | 9,583 | -11.1% | 0.53% | -10.2% |
HD | Sell | HOME DEPOT INC | $985,444 | -4.1% | 3,261 | -1.4% | 0.53% | +0.8% |
CAT | Buy | CATERPILLAR INC | $943,761 | +14.9% | 3,457 | +3.6% | 0.50% | +20.8% |
IVW | Sell | ISHARES TRs&p 500 grwt etf | $926,270 | -3.1% | 13,538 | -0.2% | 0.50% | +1.6% |
MRK | Sell | MERCK & CO INC | $907,092 | -12.0% | 8,811 | -1.4% | 0.48% | -7.6% |
ABT | Sell | ABBOTT LABS | $880,657 | -14.7% | 9,093 | -4.0% | 0.47% | -10.5% |
ESS | ESSEX PPTY TR INC | $852,552 | -9.5% | 4,019 | 0.0% | 0.46% | -5.0% | |
BSV | VANGUARD BD INDEX FDSshort trm bond | $845,663 | -0.5% | 11,250 | 0.0% | 0.45% | +4.4% | |
ISRG | Sell | INTUITIVE SURGICAL INC | $792,106 | -17.7% | 2,710 | -3.7% | 0.42% | -13.7% |
O | Sell | REALTY INCOME CORP | $782,550 | -18.3% | 15,669 | -2.2% | 0.42% | -14.3% |
SPSB | Sell | SPDR SER TRportfolio short | $772,875 | -1.7% | 26,360 | -1.3% | 0.41% | +3.2% |
AMAT | APPLIED MATLS INC | $767,705 | -4.2% | 5,545 | 0.0% | 0.41% | +0.5% | |
IVV | Sell | ISHARES TRcore s&p500 etf | $750,214 | -9.6% | 1,747 | -6.1% | 0.40% | -5.0% |
ADM | Sell | ARCHER DANIELS MIDLAND CO | $730,443 | -4.1% | 9,685 | -4.0% | 0.39% | +0.8% |
LQD | ISHARES TRiboxx inv cp etf | $714,200 | -5.7% | 7,000 | 0.0% | 0.38% | -0.8% | |
ELS | Buy | EQUITY LIFESTYLE PPTYS INC | $714,292 | -3.4% | 11,211 | +1.4% | 0.38% | +1.3% |
WMT | Buy | WALMART INC | $702,229 | +7.1% | 4,390 | +5.3% | 0.38% | +12.3% |
INTC | INTEL CORP | $674,917 | +6.3% | 18,985 | 0.0% | 0.36% | +11.8% | |
PG | Sell | PROCTER AND GAMBLE CO | $634,540 | -4.9% | 4,350 | -1.0% | 0.34% | -0.3% |
SPY | Buy | SPDR S&P 500 ETF TRtr unit | $627,113 | -0.9% | 1,467 | +2.8% | 0.34% | +4.0% |
CMCSA | Sell | COMCAST CORP NEWcl a | $593,890 | +5.7% | 13,394 | -0.9% | 0.32% | +11.2% |
FDX | FEDEX CORP | $589,872 | +6.9% | 2,226 | 0.0% | 0.32% | +12.1% | |
DHI | Buy | D R HORTON INC | $585,389 | -10.3% | 5,447 | +1.6% | 0.31% | -5.7% |
DFS | Buy | DISCOVER FINL SVCS | $576,263 | -25.7% | 6,652 | +0.2% | 0.31% | -22.0% |
MCD | Sell | MCDONALDS CORP | $574,036 | -13.3% | 2,179 | -1.8% | 0.31% | -8.9% |
IWM | ISHARES TRrussell 2000 etf | $571,958 | -5.6% | 3,236 | 0.0% | 0.31% | -1.0% | |
GS | Buy | GOLDMAN SACHS GROUP INC | $566,895 | +2.4% | 1,752 | +2.0% | 0.30% | +7.4% |
RTX | Sell | RTX CORPORATION | $562,877 | -27.9% | 7,821 | -1.9% | 0.30% | -24.4% |
UNP | Sell | UNION PAC CORP | $542,470 | -2.3% | 2,664 | -1.8% | 0.29% | +2.5% |
AVGO | Sell | BROADCOM INC | $537,385 | -4.7% | 647 | -0.5% | 0.29% | 0.0% |
DE | Sell | DEERE & CO | $531,728 | -7.8% | 1,409 | -1.0% | 0.28% | -3.4% |
EWU | Buy | ISHARES TRmsci uk etf new | $529,495 | +5.7% | 16,735 | +8.1% | 0.28% | +11.0% |
ALB | Sell | ALBEMARLE CORP | $518,622 | -24.5% | 3,050 | -1.0% | 0.28% | -20.9% |
SHY | ISHARES TR1 3 yr treas bd | $506,063 | -0.1% | 6,250 | 0.0% | 0.27% | +5.0% | |
INTU | INTUIT | $498,677 | +11.5% | 976 | 0.0% | 0.27% | +17.1% | |
MAR | Buy | MARRIOTT INTL INC NEWcl a | $483,804 | +7.0% | 2,461 | +0.0% | 0.26% | +12.6% |
SNPS | Sell | SYNOPSYS INC | $484,213 | +4.4% | 1,055 | -0.9% | 0.26% | +9.7% |
PLD | Buy | PROLOGIS INC. | $482,166 | -7.7% | 4,297 | +0.8% | 0.26% | -3.0% |
EMR | Buy | EMERSON ELEC CO | $480,919 | +9.8% | 4,980 | +2.8% | 0.26% | +15.2% |
SBUX | Sell | STARBUCKS CORP | $478,711 | -11.7% | 5,245 | -4.1% | 0.26% | -7.2% |
GD | GENERAL DYNAMICS CORP | $472,876 | +2.7% | 2,140 | 0.0% | 0.25% | +8.1% | |
DIS | Sell | DISNEY WALT CO | $457,122 | -12.2% | 5,640 | -3.3% | 0.24% | -7.9% |
APD | Sell | AIR PRODS & CHEMS INC | $452,272 | -10.4% | 1,595 | -5.3% | 0.24% | -5.8% |
FISV | Sell | FISERV INC | $445,627 | -21.0% | 3,945 | -11.7% | 0.24% | -17.1% |
CONSTELLATION ENERGY CORP | $445,265 | +19.1% | 4,082 | 0.0% | 0.24% | +25.3% | ||
PII | Sell | POLARIS INC | $441,554 | -14.9% | 4,240 | -1.2% | 0.24% | -10.6% |
CL | Sell | COLGATE PALMOLIVE CO | $438,962 | -8.7% | 6,173 | -1.0% | 0.24% | -4.1% |
PFE | Sell | PFIZER INC | $435,356 | -14.1% | 13,125 | -5.1% | 0.23% | -9.7% |
CMI | Sell | CUMMINS INC | $423,108 | -10.4% | 1,852 | -3.9% | 0.23% | -6.2% |
STZ | Sell | CONSTELLATION BRANDS INCcl a | $423,491 | +0.4% | 1,685 | -1.7% | 0.23% | +5.1% |
DUK | Sell | DUKE ENERGY CORP NEW | $420,029 | -2.2% | 4,759 | -0.5% | 0.22% | +2.7% |
NFLX | Sell | NETFLIX INC | $414,227 | -24.9% | 1,097 | -12.4% | 0.22% | -21.4% |
MFMS | RBB FD INCmotley fool sml | $409,050 | -3.0% | 14,675 | 0.0% | 0.22% | +1.9% | |
GPC | GENUINE PARTS CO | $407,874 | -14.7% | 2,825 | 0.0% | 0.22% | -10.3% | |
ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $405,371 | +6.3% | 795 | +1.9% | 0.22% | +11.9% |
MS | MORGAN STANLEY | $405,165 | -4.4% | 4,961 | 0.0% | 0.22% | +0.5% | |
SCHA | SCHWAB STRATEGIC TRus sml cap etf | $406,165 | -5.4% | 9,806 | 0.0% | 0.22% | -0.9% | |
BAC | Buy | BANK AMERICA CORP | $404,540 | +1.6% | 14,775 | +6.5% | 0.22% | +6.4% |
AMLP | Sell | ALPS ETF TRalerian mlp | $396,680 | -10.5% | 9,400 | -16.8% | 0.21% | -6.2% |
Sell | LINDE PLC | $393,202 | -10.0% | 1,056 | -7.9% | 0.21% | -5.4% | |
VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $388,218 | -3.6% | 9,901 | 0.0% | 0.21% | +1.5% | |
HON | Sell | HONEYWELL INTL INC | $381,858 | -19.2% | 2,067 | -9.2% | 0.20% | -15.4% |
KO | Sell | COCA COLA CO | $372,939 | -8.3% | 6,662 | -1.3% | 0.20% | -3.9% |
NVO | Buy | NOVO-NORDISK A Sadr | $368,307 | +12.4% | 4,050 | +100.0% | 0.20% | +18.0% |
KMB | KIMBERLY-CLARK CORP | $361,342 | -12.5% | 2,990 | 0.0% | 0.19% | -8.1% | |
AMGN | AMGEN INC | $358,526 | +21.1% | 1,334 | 0.0% | 0.19% | +27.2% | |
PEP | Buy | PEPSICO INC | $359,552 | -8.1% | 2,122 | +0.5% | 0.19% | -3.5% |
CARR | CARRIER GLOBAL CORPORATION | $349,582 | +11.0% | 6,333 | 0.0% | 0.19% | +16.9% | |
AXP | Buy | AMERICAN EXPRESS CO | $347,016 | -10.1% | 2,326 | +5.0% | 0.19% | -5.6% |
KEYS | Buy | KEYSIGHT TECHNOLOGIES INC | $348,240 | -20.7% | 2,632 | +0.4% | 0.19% | -17.0% |
RGLD | Sell | ROYAL GOLD INC | $334,865 | -16.5% | 3,149 | -9.9% | 0.18% | -12.3% |
EWQ | ISHARES INCmsci france etf | $332,944 | -7.6% | 9,355 | 0.0% | 0.18% | -3.3% | |
AMT | Sell | AMERICAN TOWER CORP NEW | $331,352 | -17.0% | 2,014 | -2.2% | 0.18% | -12.8% |
EMN | EASTMAN CHEM CO | $324,909 | -8.4% | 4,235 | 0.0% | 0.17% | -3.9% | |
NKE | Buy | NIKE INCcl b | $319,403 | -10.7% | 3,340 | +3.1% | 0.17% | -6.0% |
JNK | New | SPDR SER TRbloomberg high y | $320,558 | – | 3,546 | +100.0% | 0.17% | – |
TMO | Sell | THERMO FISHER SCIENTIFIC INC | $313,319 | -6.8% | 619 | -3.9% | 0.17% | -1.8% |
EWN | ISHARES INCmsci netherl etf | $314,616 | -12.2% | 8,275 | 0.0% | 0.17% | -7.7% | |
SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $311,753 | -3.9% | 6,253 | -0.3% | 0.17% | +1.2% |
CDNS | CADENCE DESIGN SYSTEM INC | $311,619 | -0.1% | 1,330 | 0.0% | 0.17% | +5.0% | |
KLAC | Sell | KLA CORP | $308,220 | -12.0% | 672 | -6.9% | 0.16% | -7.3% |
TXN | TEXAS INSTRS INC | $306,094 | -11.7% | 1,925 | 0.0% | 0.16% | -6.8% | |
FNV | Sell | FRANCO NEV CORP | $302,355 | -24.0% | 2,265 | -18.8% | 0.16% | -20.2% |
CSX | Buy | CSX CORP | $299,351 | -9.4% | 9,735 | +0.5% | 0.16% | -4.8% |
EXC | Sell | EXELON CORP | $293,817 | -10.7% | 7,775 | -3.7% | 0.16% | -6.5% |
CAH | CARDINAL HEALTH INC | $289,979 | -8.2% | 3,340 | 0.0% | 0.16% | -3.7% | |
SHW | Sell | SHERWIN WILLIAMS CO | $290,247 | -9.1% | 1,138 | -5.4% | 0.16% | -4.9% |
FFC | Buy | FLAHERTY & CRUMRINE PFD SECS | $288,646 | -4.5% | 22,254 | +1.2% | 0.15% | 0.0% |
Buy | GENERAL ELECTRIC CO | $288,093 | +17.3% | 2,606 | +16.5% | 0.15% | +23.2% | |
MA | Sell | MASTERCARD INCORPORATEDcl a | $287,035 | -10.7% | 725 | -11.3% | 0.15% | -6.7% |
ROK | ROCKWELL AUTOMATION INC | $282,249 | -13.2% | 987 | 0.0% | 0.15% | -9.0% | |
TLT | Sell | ISHARES TR20 yr tr bd etf | $280,260 | -17.1% | 3,160 | -3.8% | 0.15% | -12.8% |
SAND | Sell | SANDSTORM GOLD LTD | $280,909 | -25.5% | 60,281 | -18.2% | 0.15% | -21.9% |
FICO | Sell | FAIR ISAAC CORP | $279,667 | +2.6% | 322 | -4.5% | 0.15% | +7.9% |
IBM | Sell | INTERNATIONAL BUSINESS MACHS | $277,093 | -4.8% | 1,975 | -9.2% | 0.15% | 0.0% |
IEMG | New | ISHARES INCcore msci emkt | $275,118 | – | 5,781 | +100.0% | 0.15% | – |
SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $267,367 | -6.8% | 7,873 | -2.2% | 0.14% | -2.1% |
BA | Sell | BOEING CO | $264,710 | -10.0% | 1,381 | -0.9% | 0.14% | -5.3% |
EIX | EDISON INTL | $260,375 | -8.9% | 4,114 | 0.0% | 0.14% | -4.1% | |
AMD | ADVANCED MICRO DEVICES INC | $259,929 | -9.7% | 2,528 | 0.0% | 0.14% | -5.4% | |
BLK | Buy | BLACKROCK INC | $257,303 | -4.0% | 398 | +2.6% | 0.14% | +0.7% |
ZTS | Sell | ZOETIS INCcl a | $258,360 | -0.6% | 1,485 | -1.7% | 0.14% | +4.5% |
BMY | BRISTOL-MYERS SQUIBB CO | $258,046 | -9.2% | 4,446 | 0.0% | 0.14% | -4.8% | |
MCK | MCKESSON CORP | $254,387 | +1.8% | 585 | 0.0% | 0.14% | +7.1% | |
JEPI | J P MORGAN EXCHANGE TRADED Fequity premium | $251,732 | -3.2% | 4,700 | 0.0% | 0.14% | +2.3% | |
SCHO | New | SCHWAB STRATEGIC TRsht tm us tres | $250,225 | – | 5,225 | +100.0% | 0.13% | – |
PACB | Sell | PACIFIC BIOSCIENCES CALIF IN | $250,500 | -44.6% | 30,000 | -11.8% | 0.13% | -41.7% |
NEE | Sell | NEXTERA ENERGY INC | $249,327 | -23.5% | 4,352 | -0.9% | 0.13% | -19.9% |
OTIS | OTIS WORLDWIDE CORP | $248,881 | -9.8% | 3,099 | 0.0% | 0.13% | -5.0% | |
PH | PARKER-HANNIFIN CORP | $247,345 | -0.1% | 635 | 0.0% | 0.13% | +4.8% | |
T | Sell | AT&T INC | $247,515 | -19.8% | 16,479 | -14.8% | 0.13% | -15.9% |
EMNT | PIMCO ETF TRenhancd short | $245,300 | +0.2% | 2,500 | 0.0% | 0.13% | +4.8% | |
EWG | ISHARES INCmsci germany etf | $243,005 | -8.3% | 9,275 | 0.0% | 0.13% | -3.7% | |
LEN | Buy | LENNAR CORPcl a | $240,172 | -4.9% | 2,140 | +6.2% | 0.13% | -0.8% |
VZ | Sell | VERIZON COMMUNICATIONS INC | $239,866 | -30.2% | 7,401 | -19.9% | 0.13% | -26.9% |
TRV | Buy | TRAVELERS COMPANIES INC | $238,433 | -4.3% | 1,460 | +1.7% | 0.13% | 0.0% |
EWC | ISHARES INCmsci cda etf | $234,889 | -4.4% | 7,020 | 0.0% | 0.13% | +0.8% | |
LH | LABORATORY CORP AMER HLDGS | $235,161 | -16.7% | 1,169 | 0.0% | 0.13% | -12.5% | |
GM | Sell | GENERAL MTRS CO | $233,428 | -26.3% | 7,080 | -13.8% | 0.12% | -22.4% |
BFB | Buy | BROWN FORMAN CORPcl b | $232,545 | -13.5% | 4,030 | +0.1% | 0.12% | -9.5% |
PHYS | SPROTT PHYSICAL GOLD TRunit | $230,529 | -3.9% | 13,310 | 0.0% | 0.12% | +0.8% | |
HSY | Sell | HERSHEY CO | $229,492 | -23.2% | 1,147 | -4.2% | 0.12% | -19.1% |
AEP | AMERICAN ELEC PWR CO INC | $228,669 | -10.7% | 3,040 | 0.0% | 0.12% | -6.2% | |
MTD | METTLER TOLEDO INTERNATIONAL | $219,398 | -15.5% | 198 | 0.0% | 0.12% | -11.4% | |
HPQ | HP INC | $218,861 | -16.3% | 8,516 | 0.0% | 0.12% | -12.0% | |
SQM | SOCIEDAD QUIMICA Y MINERA DEspon adr ser b | $219,287 | -17.8% | 3,675 | 0.0% | 0.12% | -14.0% | |
SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $216,062 | -4.5% | 4,270 | -1.2% | 0.12% | +0.9% |
TSCO | Buy | TRACTOR SUPPLY CO | $215,233 | -7.7% | 1,060 | +0.5% | 0.12% | -3.4% |
CVX | Sell | CHEVRON CORP NEW | $210,775 | -0.8% | 1,250 | -7.4% | 0.11% | +4.6% |
DLR | Sell | DIGITAL RLTY TR INC | $209,365 | +3.3% | 1,730 | -2.8% | 0.11% | +8.7% |
MDLZ | Sell | MONDELEZ INTL INCcl a | $209,241 | -6.4% | 3,015 | -1.6% | 0.11% | -1.8% |
NOBL | PROSHARES TRs&p 500 dv arist | $207,207 | -6.1% | 2,340 | 0.0% | 0.11% | -0.9% | |
GDX | Sell | VANECK ETF TRUSTgold miners etf | $203,036 | -14.5% | 7,545 | -4.3% | 0.11% | -9.9% |
UPS | Sell | UNITED PARCEL SERVICE INCcl b | $197,487 | -14.7% | 1,267 | -1.9% | 0.11% | -10.2% |
CVS | Sell | CVS HEALTH CORP | $195,426 | -2.5% | 2,799 | -3.4% | 0.10% | +2.0% |
REGN | Sell | REGENERON PHARMACEUTICALS | $193,396 | -5.6% | 235 | -17.5% | 0.10% | -1.0% |
XLI | SELECT SECTOR SPDR TRindl | $192,622 | -5.5% | 1,900 | 0.0% | 0.10% | -1.0% | |
ITW | Sell | ILLINOIS TOOL WKS INC | $191,618 | -10.6% | 832 | -2.9% | 0.10% | -6.4% |
GILD | Exit | GILEAD SCIENCES INC | $0 | – | -2,412 | -100.0% | -0.10% | – |
FITB | Exit | FIFTH THIRD BANCORP | $0 | – | -7,325 | -100.0% | -0.10% | – |
EW | Exit | EDWARDS LIFESCIENCES CORP | $0 | – | -2,125 | -100.0% | -0.10% | – |
K | Exit | KELLOGG CO | $0 | – | -3,004 | -100.0% | -0.10% | – |
FSLR | Exit | FIRST SOLAR INC | $0 | – | -1,065 | -100.0% | -0.10% | – |
BIIB | Exit | BIOGEN INC | $0 | – | -720 | -100.0% | -0.10% | – |
SDGR | Exit | SCHRODINGER INC | $0 | – | -4,075 | -100.0% | -0.10% | – |
SCHV | Exit | SCHWAB STRATEGIC TRus lcap va etf | $0 | – | -3,070 | -100.0% | -0.10% | – |
GIS | Exit | GENERAL MLS INC | $0 | – | -2,765 | -100.0% | -0.11% | – |
UTG | Exit | REAVES UTIL INCOME FD | $0 | – | -7,856 | -100.0% | -0.11% | – |
FMC | Exit | FMC CORP | $0 | – | -2,200 | -100.0% | -0.12% | – |
WBA | Exit | WALGREENS BOOTS ALLIANCE INC | $0 | – | -8,225 | -100.0% | -0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-13
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 40 | Q3 2023 | 10.7% |
APPLE INC | 40 | Q3 2023 | 7.1% |
MICROSOFT CORP | 40 | Q3 2023 | 5.9% |
JPMORGAN CHASE & CO | 40 | Q3 2023 | 3.1% |
JOHNSON & JOHNSON | 40 | Q3 2023 | 2.5% |
ISHARES TR | 40 | Q3 2023 | 2.5% |
ORACLE CORP | 40 | Q3 2023 | 2.6% |
BERKSHIRE HATHAWAY INC DEL | 40 | Q3 2023 | 2.1% |
SPDR INDEX SHS FDS | 40 | Q3 2023 | 2.0% |
ISHARES TR | 40 | Q3 2023 | 2.5% |
View TIEMANN INVESTMENT ADVISORS, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-14 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-11 |
13F-HR | 2023-05-11 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-15 |
13F-HR | 2022-08-12 |
13F-HR | 2022-05-13 |
13F-HR | 2022-02-14 |
13F-HR | 2021-11-15 |
View TIEMANN INVESTMENT ADVISORS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.