$89.1 Million is the total value of TIEMANN INVESTMENT ADVISORS, LLC's 144 reported holdings in Q1 2014. The portfolio turnover from Q4 2013 to Q1 2014 was 7.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PII | POLARIS INDS INC | $3,913,000 | -4.1% | 28,010 | 0.0% | 4.39% | -9.1% | |
| AAPL | Buy | APPLE INC | $3,003,000 | +2.9% | 5,594 | +7.6% | 3.37% | -2.4% |
| XOM | Sell | EXXON MOBIL CORP | $2,623,000 | -3.9% | 26,852 | -0.4% | 2.94% | -8.9% |
| AGG | Buy | ISHAREScore totusbd etf | $2,590,000 | +5.4% | 24,006 | +4.0% | 2.90% | -0.1% |
| MSFT | Buy | MICROSOFT CORP | $2,464,000 | +11.3% | 60,115 | +1.6% | 2.76% | +5.5% |
| ORCL | Buy | ORACLE CORP | $2,100,000 | +11.3% | 51,336 | +4.1% | 2.36% | +5.5% |
| JNJ | Buy | JOHNSON & JOHNSON | $2,049,000 | +8.2% | 20,855 | +0.8% | 2.30% | +2.5% |
| UTX | Buy | UNITED TECHNOLOGIES CORP | $1,991,000 | +3.6% | 17,037 | +0.9% | 2.23% | -1.8% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,868,000 | +6.6% | 30,770 | +2.7% | 2.10% | +1.0% |
| WAG | Sell | WALGREEN CO | $1,800,000 | +14.5% | 27,264 | -0.4% | 2.02% | +8.5% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,395,000 | +6.9% | 11,160 | +1.4% | 1.56% | +1.3% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $1,377,000 | +7.0% | 5,495 | +4.3% | 1.54% | +1.4% |
| IJS | Buy | ISHARESsp smcp600vl etf | $1,218,000 | +3.2% | 10,739 | +1.2% | 1.37% | -2.2% |
| CVX | Sell | CHEVRON CORP NEW | $1,198,000 | -11.6% | 10,071 | -7.1% | 1.34% | -16.2% |
| ALL | ALLSTATE CORP | $1,154,000 | +3.8% | 20,393 | 0.0% | 1.30% | -1.6% | |
| TIP | Sell | ISHAREStips bd etf | $1,137,000 | +1.2% | 10,147 | -0.7% | 1.28% | -4.1% |
| GOOGL | Buy | GOOGLE INCcl a | $1,097,000 | +5.3% | 984 | +5.8% | 1.23% | -0.2% |
| T | Buy | AT&T INC | $1,087,000 | +4.1% | 31,000 | +4.4% | 1.22% | -1.4% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $1,038,000 | -3.0% | 5,393 | -5.4% | 1.16% | -8.1% |
| VMW | Sell | VMWARE INC | $1,013,000 | +15.5% | 9,381 | -4.1% | 1.14% | +9.4% |
| EFA | Buy | ISHARESmsci eafe etf | $1,001,000 | +15.7% | 14,900 | +15.5% | 1.12% | +9.7% |
| COST | Buy | COSTCO WHSL CORP NEW | $970,000 | -3.8% | 8,690 | +2.6% | 1.09% | -8.8% |
| ABBV | ABBVIE INC | $958,000 | -2.6% | 18,629 | 0.0% | 1.08% | -7.7% | |
| IJT | Buy | ISHARESsp smcp600gr etf | $925,000 | +1.1% | 7,773 | +0.7% | 1.04% | -4.2% |
| IGIB | Buy | ISHARESinterm cr bd etf | $919,000 | +1.2% | 8,424 | +0.0% | 1.03% | -4.1% |
| EEM | Sell | ISHARESmsci emg mkt etf | $899,000 | -15.4% | 21,910 | -13.9% | 1.01% | -19.9% |
| CAT | Buy | CATERPILLAR INC DEL | $844,000 | +18.5% | 8,490 | +8.3% | 0.95% | +12.3% |
| INTC | Sell | INTEL CORP | $791,000 | -1.5% | 30,641 | -1.0% | 0.89% | -6.7% |
| WFC | Buy | WELLS FARGO & CO NEW | $773,000 | +12.0% | 15,545 | +2.3% | 0.87% | +6.1% |
| MRK | Buy | MERCK & CO INC NEW | $760,000 | +16.9% | 13,395 | +3.1% | 0.85% | +10.9% |
| IJJ | Sell | ISHARESs&p mc 400vl etf | $729,000 | +3.3% | 6,056 | -0.2% | 0.82% | -2.2% |
| VAR | Sell | VARIAN MED SYS INC | $729,000 | +4.4% | 8,678 | -3.3% | 0.82% | -1.0% |
| SHW | Sell | SHERWIN WILLIAMS CO | $723,000 | +4.9% | 3,670 | -2.3% | 0.81% | -0.6% |
| GE | Buy | GENERAL ELECTIC CO | $718,000 | -5.7% | 27,733 | +2.2% | 0.80% | -10.7% |
| COP | CONOCOPHILLIPS | $698,000 | -0.4% | 9,923 | 0.0% | 0.78% | -5.7% | |
| ABT | Buy | ABBOTT LABS | $691,000 | +1.0% | 17,949 | +0.6% | 0.78% | -4.3% |
| EMN | Sell | EASTMAN CHEM CO | $659,000 | -7.6% | 7,640 | -13.6% | 0.74% | -12.4% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $654,000 | +95.2% | 16,128 | +97.8% | 0.73% | +84.9% |
| GIS | Buy | GENERAL MLS INC | $653,000 | +4.6% | 12,595 | +0.7% | 0.73% | -0.8% |
| MMM | Sell | 3M CO | $650,000 | -7.3% | 4,795 | -4.1% | 0.73% | -12.2% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $645,000 | +5.0% | 13,558 | +8.4% | 0.72% | -0.4% |
| KO | Buy | COCA COLA CO | $638,000 | -1.2% | 16,508 | +5.6% | 0.72% | -6.4% |
| JFR | Buy | NUVEEN FLOATING RATE INCOME | $633,000 | +0.3% | 52,966 | +0.1% | 0.71% | -5.0% |
| BMY | BRISTOL MYERS SQUIBB CO | $632,000 | -2.3% | 12,168 | 0.0% | 0.71% | -7.4% | |
| MCHP | Sell | MICROCHIP TECHNOLOGY INC | $632,000 | +6.4% | 13,227 | -0.4% | 0.71% | +0.9% |
| PTR | Sell | PETROCHINA CO LTDsponsored adr | $615,000 | -3.8% | 5,667 | -2.7% | 0.69% | -8.7% |
| GRA | GRACE W R & CO DEL NEW | $608,000 | +0.3% | 6,130 | 0.0% | 0.68% | -4.9% | |
| PG | Buy | PROCTER & GAMBLE CO | $603,000 | -0.3% | 7,476 | +0.7% | 0.68% | -5.6% |
| PFE | Buy | PFIZER INC | $581,000 | +8.8% | 18,093 | +3.7% | 0.65% | +3.2% |
| CWI | Buy | SPDR INDEX SHS FDSmsci acwi exus | $569,000 | +1.4% | 15,900 | +1.0% | 0.64% | -3.9% |
| CMI | Sell | CUMMINS INC | $555,000 | +3.0% | 3,723 | -2.6% | 0.62% | -2.4% |
| DFS | DISCOVER FINL SVCS | $554,000 | +3.9% | 9,525 | 0.0% | 0.62% | -1.6% | |
| CSCO | CISCO SYS INC | $551,000 | 0.0% | 24,569 | 0.0% | 0.62% | -5.2% | |
| GLD | Sell | SPDR GOLD TRUST | $541,000 | -4.4% | 4,375 | -10.3% | 0.61% | -9.4% |
| LOW | LOWES COS INC | $538,000 | -1.5% | 11,010 | 0.0% | 0.60% | -6.5% | |
| EWJ | Buy | ISHARESmsci japan etf | $535,000 | -5.3% | 47,260 | +1.5% | 0.60% | -10.3% |
| JRO | Buy | NUVEEN FLTNG RTE INCM OPP FD | $527,000 | +6.2% | 43,201 | +6.2% | 0.59% | +0.7% |
| CRM | New | SALESFORCE COM INC | $510,000 | – | 8,936 | +100.0% | 0.57% | – |
| FITB | Buy | FIFTH THIRD BANCORP | $498,000 | +11.7% | 21,700 | +2.4% | 0.56% | +5.9% |
| IVE | Buy | ISHARESs&p 500 val etf | $490,000 | +8.9% | 5,643 | +7.1% | 0.55% | +3.2% |
| IJK | Buy | ISHARESs&p mc 400gr etf | $484,000 | +2.3% | 3,166 | +0.5% | 0.54% | -3.0% |
| SIEGY | SIEMENS A Gsponsored adr | $476,000 | -2.5% | 3,525 | 0.0% | 0.53% | -7.6% | |
| 6699SC | Buy | ISHARESmsci uk etf | $462,000 | +0.9% | 22,425 | +2.3% | 0.52% | -4.4% |
| AMZN | Buy | AMAZON COM INC | $446,000 | -10.4% | 1,325 | +6.0% | 0.50% | -15.3% |
| CL | COLGATE PALMOLIVE CO | $443,000 | -0.4% | 6,830 | 0.0% | 0.50% | -5.7% | |
| LQD | Buy | ISHARESiboxx inv cp etf | $440,000 | +76.0% | 3,764 | +72.0% | 0.49% | +66.9% |
| AXP | Sell | AMERICAN EXPRESS CO | $435,000 | -1.1% | 4,834 | -0.3% | 0.49% | -6.3% |
| HD | Buy | HOME DEPOT INC | $434,000 | -3.1% | 5,480 | +0.7% | 0.49% | -8.1% |
| CVS | Buy | CVS CAREMARK CORPORATION | $425,000 | +8.4% | 5,679 | +3.7% | 0.48% | +2.8% |
| IVW | Buy | ISHARESs&p 500 grwt etf | $415,000 | +4.8% | 4,161 | +3.6% | 0.47% | -0.6% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $413,000 | -1.7% | 7,705 | -3.7% | 0.46% | -6.8% |
| IJR | Sell | ISHAREScore s&p scp etf | $413,000 | -1.4% | 3,746 | -2.3% | 0.46% | -6.7% |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $408,000 | -2.4% | 12,960 | -2.3% | 0.46% | -7.5% |
| WMT | Sell | WAL-MART STORES INC | $406,000 | -4.0% | 5,312 | -1.1% | 0.46% | -9.2% |
| DWX | Sell | SPDR INDEX SHS FDSs&p intl etf | $404,000 | -0.5% | 8,306 | -2.9% | 0.45% | -5.8% |
| DMLP | DORCHESTER MINERALS LP | $393,000 | +0.8% | 15,000 | 0.0% | 0.44% | -4.5% | |
| EWC | ISHARESmsci cda etf | $389,000 | +1.6% | 13,150 | 0.0% | 0.44% | -3.8% | |
| UNH | Buy | UNITEDHEALTH GROUP INC | $387,000 | +19.8% | 4,715 | +9.9% | 0.43% | +13.6% |
| RDSA | ROYAL DUTCH SHELL PLCspons adr a | $385,000 | +2.7% | 5,268 | 0.0% | 0.43% | -2.7% | |
| DIS | Buy | DISNEY WALT CO | $381,000 | +7.6% | 4,755 | +2.7% | 0.43% | +1.9% |
| BRE | BRE PROPERTIES INCcl a | $379,000 | +14.8% | 6,031 | 0.0% | 0.42% | +8.7% | |
| GD | GENERAL DYNAMICS CORP | $378,000 | +13.9% | 3,475 | 0.0% | 0.42% | +7.9% | |
| HPQ | HEWLETT PACKARD CO | $376,000 | +15.7% | 11,615 | 0.0% | 0.42% | +9.6% | |
| EMR | Buy | EMERSON ELEC CO | $372,000 | -3.1% | 5,568 | +1.8% | 0.42% | -8.4% |
| CVE | CENOVUS ENERGY INC | $371,000 | +1.1% | 12,825 | 0.0% | 0.42% | -4.1% | |
| MCD | MCDONALDS CORP | $365,000 | +1.1% | 3,724 | 0.0% | 0.41% | -4.2% | |
| SPSB | SPDR SERIES TRUSTbarc sht tr cp | $365,000 | +0.3% | 11,850 | 0.0% | 0.41% | -5.1% | |
| PSX | PHILLIPS 66 | $356,000 | 0.0% | 4,619 | 0.0% | 0.40% | -5.2% | |
| UNP | Sell | UNION PAC CORP | $348,000 | +7.1% | 1,853 | -4.1% | 0.39% | +1.3% |
| MJN | Sell | MEAD JOHNSON NUTRITION CO | $346,000 | -11.5% | 4,166 | -10.7% | 0.39% | -16.2% |
| KMB | Buy | KIMBERLY CLARK CORP | $346,000 | +11.6% | 3,135 | +5.7% | 0.39% | +5.7% |
| DUK | Sell | DUKE ENERGY CORP NEW | $341,000 | +2.1% | 4,795 | -1.0% | 0.38% | -3.0% |
| IJH | Sell | ISHAREScore s&p mcp etf | $339,000 | +0.3% | 2,469 | -2.1% | 0.38% | -5.0% |
| BFB | Buy | BROWN FORMAN CORPcl b | $326,000 | +21.2% | 3,640 | +2.1% | 0.37% | +15.1% |
| FMC | F M C CORP | $319,000 | +1.3% | 4,170 | 0.0% | 0.36% | -4.0% | |
| JCI | Sell | JOHNSON CTLS INC | $310,000 | -12.4% | 6,541 | -5.1% | 0.35% | -16.9% |
| SLB | Buy | SCHLUMBERGER LTD | $307,000 | +14.1% | 3,147 | +5.3% | 0.34% | +8.2% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $303,000 | +2.0% | 6,780 | +0.5% | 0.34% | -3.4% |
| BWA | BORGWARNER INC | $302,000 | +9.8% | 4,920 | 0.0% | 0.34% | +4.0% | |
| GS | GOLDMAN SACHS GROUP INC | $294,000 | -7.5% | 1,792 | 0.0% | 0.33% | -12.2% | |
| V | VISA INC | $293,000 | -3.0% | 1,358 | 0.0% | 0.33% | -8.1% | |
| USB | Sell | US BANCORP DEL | $283,000 | -0.4% | 6,610 | -6.0% | 0.32% | -5.7% |
| LUMN | Sell | CENTURYLINK INC | $282,000 | -19.7% | 8,600 | -21.9% | 0.32% | -24.0% |
| K | Sell | KELLOGG CO | $279,000 | -5.7% | 4,449 | -8.2% | 0.31% | -10.6% |
| COL | ROCKWELL COLLINS INC | $275,000 | +7.8% | 3,455 | 0.0% | 0.31% | +2.0% | |
| BEAM | BEAM INC | $267,000 | +22.5% | 3,210 | 0.0% | 0.30% | +16.3% | |
| YHOO | Buy | YAHOO INC | $267,000 | -4.0% | 7,450 | +8.4% | 0.30% | -8.8% |
| BOND | PIMCO ETF TRtotl retn etf | $266,000 | +1.9% | 2,495 | 0.0% | 0.30% | -3.6% | |
| NOV | Buy | NATIONAL OILWELL VARCO INC | $266,000 | +18.8% | 3,418 | +21.3% | 0.30% | +12.5% |
| FDX | Buy | FEDEX CORP | $265,000 | -6.4% | 2,001 | +1.8% | 0.30% | -11.3% |
| PCP | Sell | PRECISION CASTPARTS CORP | $263,000 | -7.4% | 1,040 | -1.4% | 0.30% | -12.2% |
| SBUX | STARBUCKS CORP | $262,000 | -6.4% | 3,575 | 0.0% | 0.29% | -11.2% | |
| INTU | INTUIT | $262,000 | +1.9% | 3,365 | 0.0% | 0.29% | -3.3% | |
| GPC | Buy | GENUINE PARTS CO | $256,000 | +8.9% | 2,950 | +4.4% | 0.29% | +3.2% |
| STZ | Sell | CONSTELLATION BRANDS INCcl a | $253,000 | +18.8% | 2,980 | -1.7% | 0.28% | +12.7% |
| CEF | Sell | CENTRAL FD CDA LTDcl a | $252,000 | -1.6% | 18,310 | -5.2% | 0.28% | -6.6% |
| MCK | MCKESSON CORP | $251,000 | +9.6% | 1,420 | 0.0% | 0.28% | +4.1% | |
| EL | Sell | LAUDER ESTEE COS INCcl a | $250,000 | -16.9% | 3,740 | -6.3% | 0.28% | -21.3% |
| A | AGILENT TECHNOLOGIES INC | $248,000 | -2.0% | 4,426 | 0.0% | 0.28% | -7.3% | |
| EOG | Sell | EOG RES INC | $248,000 | +13.8% | 1,265 | -2.7% | 0.28% | +7.8% |
| AIG | AMERICAN INTL GROUP INC | $246,000 | -2.0% | 4,925 | 0.0% | 0.28% | -7.1% | |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $243,000 | -14.1% | 2,495 | -7.4% | 0.27% | -18.5% |
| DD | Sell | DU PONT E I DE NEMOURS & CO | $240,000 | +2.6% | 3,580 | -0.6% | 0.27% | -2.9% |
| TRV | Sell | TRAVELERS COMPANIES INC | $234,000 | -17.9% | 2,745 | -12.7% | 0.26% | -22.3% |
| PCL | PLUM CREEK TIMBER CO INC | $234,000 | -9.7% | 5,577 | 0.0% | 0.26% | -14.7% | |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $228,000 | +6.5% | 1,900 | -1.3% | 0.26% | +1.2% |
| GLW | New | CORNING INC | $225,000 | – | 10,815 | +100.0% | 0.25% | – |
| GSK | New | GLAXOSMITHKLINE PLCsponsored adr | $221,000 | – | 4,140 | +100.0% | 0.25% | – |
| EWG | ISHARESmsci germany etf | $219,000 | -1.4% | 7,000 | 0.0% | 0.25% | -6.5% | |
| FISV | Sell | FISERV INC | $218,000 | -7.6% | 3,850 | -3.8% | 0.24% | -12.2% |
| BAC | New | BANK OF AMERICA CORPORATION | $218,000 | – | 12,650 | +100.0% | 0.24% | – |
| ADBE | New | ADOBE SYS INC | $218,000 | – | 3,310 | +100.0% | 0.24% | – |
| NVO | New | NOVO-NORDISK A Sadr | $217,000 | – | 4,750 | +100.0% | 0.24% | – |
| GILD | Sell | GILEAD SCIENCES INC | $217,000 | -8.1% | 3,065 | -2.5% | 0.24% | -12.9% |
| KSU | Sell | KANSAS CITY SOUTHERN | $217,000 | -21.4% | 2,125 | -4.5% | 0.24% | -25.7% |
| BIIB | Sell | BIOGEN IDEC INC | $217,000 | +7.4% | 709 | -2.1% | 0.24% | +1.7% |
| F | Sell | FORD MTR CO DEL | $211,000 | -9.4% | 13,500 | -10.4% | 0.24% | -14.1% |
| VLO | New | VALERO ENERGY CORP NEW | $211,000 | – | 3,965 | +100.0% | 0.24% | – |
| LLY | New | LILLY ELI & CO | $209,000 | – | 3,549 | +100.0% | 0.23% | – |
| NKE | New | NIKE INCcl b | $207,000 | – | 2,800 | +100.0% | 0.23% | – |
| DOW | New | DOW CHEM CO | $206,000 | – | 4,230 | +100.0% | 0.23% | – |
| BA | Buy | BOEING CO | $205,000 | -3.8% | 1,635 | +4.8% | 0.23% | -8.7% |
| FLS | Sell | FLOWSERVE CORP | $201,000 | -1.5% | 2,560 | -1.2% | 0.22% | -7.0% |
| WFM | Sell | WHOLE FOODS MKT INC | $200,000 | -14.5% | 3,940 | -2.5% | 0.22% | -19.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-04-28
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 | 2024-05-13 |
| 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 |
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.