$124 Million is the total value of TIEMANN INVESTMENT ADVISORS, LLC's 170 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 9.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $5,406,000 | +5.1% | 32,220 | +6.0% | 4.35% | +6.1% |
| AGG | Buy | ISHARES TRcore us aggbd et | $4,909,000 | +2.2% | 45,774 | +4.2% | 3.95% | +3.2% |
| MSFT | Sell | MICROSOFT CORP | $4,557,000 | +6.3% | 49,929 | -0.3% | 3.67% | +7.4% |
| JPM | Buy | JPMORGAN CHASE & CO | $3,536,000 | +4.9% | 32,150 | +2.0% | 2.85% | +5.9% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $3,067,000 | +5.6% | 63,531 | +3.1% | 2.47% | +6.6% |
| JNJ | Buy | JOHNSON & JOHNSON | $2,534,000 | -5.5% | 19,773 | +3.0% | 2.04% | -4.6% |
| CWI | Sell | SPDR INDEX SHS FDSmsci acwi exus | $2,202,000 | -0.5% | 56,670 | -0.1% | 1.77% | +0.5% |
| ORCL | Sell | ORACLE CORP | $2,016,000 | -4.4% | 44,074 | -1.2% | 1.62% | -3.5% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $2,012,000 | -1.5% | 13,339 | +0.3% | 1.62% | -0.6% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $1,810,000 | -3.3% | 9,075 | -3.9% | 1.46% | -2.3% |
| ALL | Sell | ALLSTATE CORP | $1,764,000 | -15.1% | 18,609 | -6.2% | 1.42% | -14.3% |
| IGIB | Buy | ISHARES TRinterm cr bd etf | $1,740,000 | +0.5% | 16,222 | +2.4% | 1.40% | +1.4% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $1,643,000 | -4.5% | 4,809 | -3.4% | 1.32% | -3.6% |
| EFA | Buy | ISHARES TRmsci eafe etf | $1,599,000 | +0.1% | 22,946 | +1.0% | 1.29% | +1.1% |
| ABBV | Buy | ABBVIE INC | $1,574,000 | -0.2% | 16,631 | +2.0% | 1.27% | +0.8% |
| TIP | Sell | ISHARES TRtips bd etf | $1,551,000 | -2.7% | 13,720 | -1.8% | 1.25% | -1.8% |
| INTC | Sell | INTEL CORP | $1,543,000 | +12.4% | 29,633 | -0.4% | 1.24% | +13.4% |
| PII | Buy | POLARIS INDS INC | $1,531,000 | -6.8% | 13,365 | +0.9% | 1.23% | -6.0% |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $1,506,000 | +2.4% | 8,663 | +0.2% | 1.21% | +3.3% |
| AMZN | Sell | AMAZON COM INC | $1,479,000 | +20.8% | 1,022 | -2.4% | 1.19% | +21.9% |
| XOM | Sell | EXXON MOBIL CORP | $1,472,000 | -16.1% | 19,724 | -6.0% | 1.18% | -15.2% |
| UTX | Sell | UNITED TECHNOLOGIES CORP | $1,462,000 | -5.4% | 11,616 | -4.1% | 1.18% | -4.5% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $1,461,000 | -0.4% | 12,441 | +3.1% | 1.18% | +0.5% |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $1,449,000 | -12.8% | 22,128 | -3.3% | 1.17% | -11.9% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $1,344,000 | +1.1% | 8,697 | +4.8% | 1.08% | +2.2% |
| SHW | Sell | SHERWIN WILLIAMS CO | $1,336,000 | -5.0% | 3,408 | -0.6% | 1.08% | -4.1% |
| O | REALTY INCOME CORP | $1,311,000 | -9.3% | 25,350 | 0.0% | 1.06% | -8.4% | |
| COST | Buy | COSTCO WHSL CORP NEW | $1,300,000 | +4.3% | 6,898 | +3.0% | 1.05% | +5.2% |
| EWJ | Buy | ISHARES INCmsci jpn etf new | $1,276,000 | +5.8% | 21,028 | +4.5% | 1.03% | +6.9% |
| T | Buy | AT&T INC | $1,265,000 | -6.3% | 35,473 | +2.1% | 1.02% | -5.4% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,228,000 | +1.9% | 1,184 | +3.5% | 0.99% | +2.8% |
| MCHP | Sell | MICROCHIP TECHNOLOGY INC | $1,167,000 | +3.1% | 12,778 | -0.8% | 0.94% | +4.1% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $1,048,000 | +1.9% | 4,802 | +0.8% | 0.84% | +2.8% |
| CAT | Sell | CATERPILLAR INC DEL | $1,040,000 | -8.0% | 7,055 | -1.7% | 0.84% | -7.2% |
| MMM | Buy | 3M CO | $1,007,000 | +3.2% | 4,585 | +10.6% | 0.81% | +4.1% |
| ESS | Buy | ESSEX PPTY TR INC | $1,000,000 | -0.2% | 4,154 | +0.1% | 0.80% | +0.8% |
| CRM | Sell | SALESFORCE COM INC | $976,000 | +4.5% | 8,390 | -8.2% | 0.79% | +5.5% |
| FFC | Sell | FLAHERTY&CRMN PFD SEC INCOM | $953,000 | -10.0% | 50,150 | -3.1% | 0.77% | -9.1% |
| CSCO | Sell | CISCO SYS INC | $931,000 | +10.2% | 21,697 | -1.7% | 0.75% | +11.1% |
| VAR | VARIAN MED SYS INC | $930,000 | +10.3% | 7,580 | 0.0% | 0.75% | +11.5% | |
| BA | Buy | BOEING CO | $918,000 | +12.2% | 2,800 | +0.9% | 0.74% | +13.3% |
| HD | Buy | HOME DEPOT INC | $913,000 | +3.5% | 5,121 | +10.1% | 0.74% | +4.6% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $911,000 | +1.0% | 5,937 | +1.0% | 0.73% | +1.9% |
| LOW | Buy | LOWES COS INC | $882,000 | -4.6% | 10,055 | +1.0% | 0.71% | -3.7% |
| ABT | Buy | ABBOTT LABS | $876,000 | +8.1% | 14,619 | +3.0% | 0.70% | +9.1% |
| IWB | ISHARES TRrus 1000 etf | $855,000 | -1.2% | 5,820 | 0.0% | 0.69% | -0.3% | |
| IJR | Buy | ISHARES TRcore s&p scp etf | $848,000 | +2.4% | 11,012 | +2.2% | 0.68% | +3.5% |
| GD | Buy | GENERAL DYNAMICS CORP | $783,000 | +11.7% | 3,545 | +2.9% | 0.63% | +12.7% |
| EWU | Buy | ISHARES TRmsci uk etf new | $759,000 | +5.7% | 21,836 | +8.9% | 0.61% | +6.8% |
| CVX | Sell | CHEVRON CORP NEW | $756,000 | -19.3% | 6,631 | -11.4% | 0.61% | -18.6% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $750,000 | -0.8% | 3,505 | +2.2% | 0.60% | +0.2% |
| EMN | Buy | EASTMAN CHEM CO | $737,000 | +26.6% | 6,978 | +11.2% | 0.59% | +27.8% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $712,000 | +1.4% | 15,158 | -0.8% | 0.57% | +2.3% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $692,000 | -6.0% | 6,327 | -1.8% | 0.56% | -5.1% |
| MRK | Buy | MERCK & CO INC | $663,000 | +11.1% | 12,166 | +14.7% | 0.53% | +12.2% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $657,000 | -10.0% | 13,736 | -0.4% | 0.53% | -9.1% |
| BMY | BRISTOL MYERS SQUIBB CO | $641,000 | +3.2% | 10,128 | 0.0% | 0.52% | +4.2% | |
| BAC | Sell | BANK AMER CORP | $638,000 | -7.1% | 21,258 | -8.6% | 0.51% | -6.4% |
| FB | FACEBOOK INCcl a | $617,000 | -9.5% | 3,863 | 0.0% | 0.50% | -8.6% | |
| PFE | Buy | PFIZER INC | $589,000 | +1.9% | 16,603 | +4.1% | 0.47% | +2.8% |
| GLD | SPDR GOLD TRUST | $577,000 | +1.8% | 4,584 | 0.0% | 0.46% | +2.7% | |
| DFS | Sell | DISCOVER FINL SVCS | $574,000 | -17.9% | 7,985 | -12.1% | 0.46% | -17.1% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $570,000 | +3.4% | 2,263 | +4.6% | 0.46% | +4.6% |
| IWM | ISHARES TRrussell 2000 etf | $569,000 | -0.4% | 3,748 | 0.0% | 0.46% | +0.7% | |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $551,000 | -1.8% | 3,551 | -3.4% | 0.44% | -0.9% |
| NVDA | Buy | NVIDIA CORP | $512,000 | +30.9% | 2,210 | +9.4% | 0.41% | +32.1% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $500,000 | +12.4% | 485 | +14.1% | 0.40% | +13.2% |
| STZ | Sell | CONSTELLATION BRANDS INCcl a | $497,000 | -2.5% | 2,181 | -2.2% | 0.40% | -1.7% |
| ADBE | Sell | ADOBE SYS INC | $495,000 | +16.2% | 2,290 | -5.8% | 0.40% | +17.1% |
| RDSA | ROYAL DUTCH SHELL PLCspons adr a | $493,000 | -4.3% | 7,725 | 0.0% | 0.40% | -3.4% | |
| TDTT | Buy | FLEXSHARES TRiboxx 3r targt | $489,000 | +12.2% | 20,051 | +12.0% | 0.39% | +13.2% |
| WY | Buy | WEYERHAEUSER CO | $487,000 | +1.5% | 13,906 | +2.1% | 0.39% | +2.3% |
| GIS | Sell | GENERAL MLS INC | $482,000 | -25.8% | 10,704 | -2.4% | 0.39% | -25.1% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $480,000 | -1.8% | 2,558 | -0.7% | 0.39% | -1.0% |
| WFC | Sell | WELLS FARGO CO NEW | $477,000 | -34.3% | 9,110 | -23.8% | 0.38% | -33.7% |
| MCD | Buy | MCDONALDS CORP | $473,000 | -5.8% | 3,026 | +3.8% | 0.38% | -4.8% |
| CMI | Buy | CUMMINS INC | $472,000 | +22.6% | 2,910 | +33.6% | 0.38% | +23.8% |
| DIS | Buy | DISNEY WALT CO | $455,000 | -3.2% | 4,525 | +3.5% | 0.37% | -2.4% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $454,000 | +0.9% | 1,711 | +2.1% | 0.36% | +1.7% |
| CL | COLGATE PALMOLIVE CO | $452,000 | -4.8% | 6,300 | 0.0% | 0.36% | -4.0% | |
| DWDP | Sell | DOWDUPONT INC | $452,000 | -15.8% | 7,099 | -5.8% | 0.36% | -15.0% |
| COL | ROCKWELL COLLINS INC | $450,000 | -0.7% | 3,337 | 0.0% | 0.36% | +0.3% | |
| EWG | Sell | ISHARES INCmsci germany etf | $444,000 | -4.5% | 13,852 | -1.6% | 0.36% | -3.8% |
| NLY | Buy | ANNALY CAP MGMT INC | $437,000 | -11.5% | 41,941 | +1.0% | 0.35% | -10.7% |
| TLT | ISHARES TR20 yr tr bd etf | $432,000 | -4.0% | 3,545 | 0.0% | 0.35% | -3.1% | |
| JFR | Buy | NUVEEN FLOATING RATE INCOME | $426,000 | +11.5% | 39,147 | +14.7% | 0.34% | +12.5% |
| KO | Sell | COCA COLA CO | $423,000 | -6.2% | 9,735 | -1.0% | 0.34% | -5.6% |
| EWQ | Buy | ISHARES INCmsci france etf | $421,000 | +1.7% | 13,397 | +1.1% | 0.34% | +2.7% |
| BFB | Buy | BROWN FORMAN CORPcl b | $418,000 | +1.5% | 7,675 | +27.8% | 0.34% | +2.4% |
| V | Buy | VISA INC | $418,000 | +11.2% | 3,496 | +6.1% | 0.34% | +12.0% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $405,000 | +2.0% | 12,010 | +3.0% | 0.33% | +3.2% |
| FITB | Buy | FIFTH THIRD BANCORP | $404,000 | +4.7% | 12,725 | +0.0% | 0.32% | +5.5% |
| KMB | Buy | KIMBERLY CLARK CORP | $395,000 | +5.9% | 3,590 | +16.2% | 0.32% | +7.1% |
| FISV | Buy | FISERV INC | $389,000 | -0.3% | 5,450 | +83.2% | 0.31% | +0.6% |
| ALB | Sell | ALBEMARLE CORP | $388,000 | -30.2% | 4,184 | -3.7% | 0.31% | -29.6% |
| PG | Buy | PROCTER AND GAMBLE CO | $388,000 | -2.3% | 4,897 | +13.4% | 0.31% | -1.3% |
| PSX | Buy | PHILLIPS 66 | $387,000 | +1.0% | 4,032 | +6.6% | 0.31% | +2.0% |
| INTU | Sell | INTUIT | $381,000 | +6.4% | 2,196 | -3.3% | 0.31% | +7.7% |
| UNP | Buy | UNION PAC CORP | $382,000 | +0.3% | 2,843 | +0.2% | 0.31% | +1.0% |
| DUK | DUKE ENERGY CORP NEW | $369,000 | -8.0% | 4,767 | 0.0% | 0.30% | -7.2% | |
| FDX | Sell | FEDEX CORP | $365,000 | -22.3% | 1,519 | -19.4% | 0.29% | -21.6% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $363,000 | +3.1% | 5,250 | +4.0% | 0.29% | +3.9% |
| EMR | Buy | EMERSON ELEC CO | $359,000 | 0.0% | 5,249 | +1.9% | 0.29% | +1.0% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $359,000 | +52.8% | 870 | +34.9% | 0.29% | +54.5% |
| NKE | Buy | NIKE INCcl b | $348,000 | +6.4% | 5,245 | +0.5% | 0.28% | +7.3% |
| GDX | VANECK VECTORS ETF TRgold miners etf | $346,000 | -5.5% | 15,758 | 0.0% | 0.28% | -4.8% | |
| EL | Sell | LAUDER ESTEE COS INCcl a | $342,000 | +10.3% | 2,285 | -6.2% | 0.28% | +11.3% |
| SBUX | STARBUCKS CORP | $335,000 | +0.6% | 5,795 | 0.0% | 0.27% | +1.9% | |
| SQM | SOCIEDAD QUIMICA MINERA DE Cspon adr ser b | $329,000 | -17.3% | 6,700 | 0.0% | 0.26% | -16.4% | |
| MAR | MARRIOTT INTL INC NEWcl a | $326,000 | 0.0% | 2,400 | 0.0% | 0.26% | +0.8% | |
| UTG | Buy | REAVES UTIL INCOME FD | $320,000 | -8.6% | 11,330 | +0.2% | 0.26% | -7.5% |
| WMT | Buy | WALMART INC | $316,000 | -3.1% | 3,555 | +7.6% | 0.25% | -2.3% |
| SPSB | Buy | SPDR SERIES TRUSTportfolio short | $313,000 | +28.8% | 10,350 | +29.4% | 0.25% | +29.9% |
| SAND | Buy | SANDSTORM GOLD LTD | $312,000 | +39.9% | 65,450 | +46.4% | 0.25% | +41.0% |
| AMAT | Sell | APPLIED MATLS INC | $308,000 | -6.4% | 5,533 | -14.0% | 0.25% | -5.3% |
| AXP | AMERICAN EXPRESS CO | $307,000 | -6.1% | 3,288 | 0.0% | 0.25% | -5.4% | |
| A | Sell | AGILENT TECHNOLOGIES INC | $299,000 | -1.3% | 4,470 | -1.1% | 0.24% | -0.4% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $296,000 | +2.1% | 2,034 | +0.0% | 0.24% | +3.0% |
| PAAS | PAN AMERICAN SILVER CORP | $291,000 | +3.9% | 18,000 | 0.0% | 0.23% | +4.9% | |
| TRV | Sell | TRAVELERS COMPANIES INC | $289,000 | -6.2% | 2,078 | -8.3% | 0.23% | -5.3% |
| JRO | Sell | NUVEEN FLTNG RTE INCM OPP FD | $287,000 | -19.6% | 26,320 | -16.0% | 0.23% | -18.9% |
| TMO | THERMO FISHER SCIENTIFIC INC | $286,000 | +8.7% | 1,385 | 0.0% | 0.23% | +9.5% | |
| DLR | New | DIGITAL RLTY TR INC | $286,000 | – | 2,710 | +100.0% | 0.23% | – |
| RGLD | ROYAL GOLD INC | $285,000 | +4.4% | 3,320 | 0.0% | 0.23% | +5.0% | |
| EIX | Buy | EDISON INTL | $285,000 | +0.7% | 4,480 | +0.0% | 0.23% | +1.3% |
| PFF | ISHARES TRs&p us pfd stk | $283,000 | -1.0% | 7,525 | 0.0% | 0.23% | 0.0% | |
| MFA | MFA FINL INC | $282,000 | -4.7% | 37,425 | 0.0% | 0.23% | -3.8% | |
| GRA | Buy | GRACE W R & CO DEL NEW | $282,000 | +2.9% | 4,600 | +17.9% | 0.23% | +4.1% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $277,000 | -14.0% | 8,100 | +0.6% | 0.22% | -13.2% |
| HPQ | Buy | HP INC | $277,000 | +8.6% | 12,640 | +4.1% | 0.22% | +9.9% |
| ROK | Buy | ROCKWELL AUTOMATION INC | $276,000 | -10.7% | 1,585 | +0.6% | 0.22% | -9.8% |
| VLO | Sell | VALERO ENERGY CORP NEW | $273,000 | -5.2% | 2,945 | -6.1% | 0.22% | -4.3% |
| ABB | ABB LTDsponsored adr | $272,000 | -11.4% | 11,450 | 0.0% | 0.22% | -10.6% | |
| HYG | ISHARES TRiboxx hi yd etf | $268,000 | -1.8% | 3,125 | 0.0% | 0.22% | -0.9% | |
| AMGN | Buy | AMGEN INC | $263,000 | +4.8% | 1,544 | +6.9% | 0.21% | +6.0% |
| MPC | MARATHON PETE CORP | $264,000 | +10.9% | 3,608 | 0.0% | 0.21% | +11.6% | |
| JPST | New | JP MORGAN EXCHANGE TRADED FDultra shrt inc | $263,000 | – | 5,265 | +100.0% | 0.21% | – |
| PNC | Sell | PNC FINL SVCS GROUP INC | $263,000 | -2.2% | 1,742 | -6.6% | 0.21% | -0.9% |
| EOG | Buy | EOG RES INC | $264,000 | +8.6% | 2,505 | +11.1% | 0.21% | +9.3% |
| CVS | Sell | CVS HEALTH CORP | $262,000 | -17.9% | 4,215 | -4.2% | 0.21% | -16.9% |
| GPC | Buy | GENUINE PARTS CO | $261,000 | -3.7% | 2,900 | +1.8% | 0.21% | -2.8% |
| HON | Buy | HONEYWELL INTL INC | $259,000 | +21.6% | 1,790 | +28.8% | 0.21% | +22.4% |
| ITW | Sell | ILLINOIS TOOL WKS INC | $255,000 | -6.9% | 1,630 | -0.9% | 0.20% | -6.0% |
| CSX | Sell | CSX CORP | $253,000 | -2.7% | 4,533 | -4.2% | 0.20% | -1.4% |
| TDTF | New | FLEXSHARES TRiboxx 5yr trgt | $253,000 | – | 10,246 | +100.0% | 0.20% | – |
| COP | Buy | CONOCOPHILLIPS | $252,000 | +22.3% | 4,246 | +13.3% | 0.20% | +23.8% |
| STI | Buy | SUNTRUST BKS INC | $252,000 | +9.6% | 3,710 | +4.2% | 0.20% | +10.9% |
| HPE | New | HEWLETT PACKARD ENTERPRISE C | $235,000 | – | 13,415 | +100.0% | 0.19% | – |
| AEP | New | AMERICAN ELEC PWR INC | $234,000 | – | 3,415 | +100.0% | 0.19% | – |
| DE | DEERE & CO | $231,000 | -0.9% | 1,488 | 0.0% | 0.19% | 0.0% | |
| FBHS | Sell | FORTUNE BRANDS HOME & SEC IN | $228,000 | -14.3% | 3,863 | -0.8% | 0.18% | -13.2% |
| STT | STATE STR CORP | $225,000 | +1.8% | 2,260 | 0.0% | 0.18% | +2.8% | |
| EXC | New | EXELON CORP | $225,000 | – | 5,775 | +100.0% | 0.18% | – |
| GILD | GILEAD SCIENCES INC | $224,000 | +5.7% | 2,965 | 0.0% | 0.18% | +6.5% | |
| PEP | Buy | PEPSICO INC | $224,000 | +0.9% | 2,050 | +10.8% | 0.18% | +1.7% |
| FIS | FIDELITY NATL INFORMATION SV | $224,000 | +2.3% | 2,325 | 0.0% | 0.18% | +2.9% | |
| EWD | ISHARES INCmsci sweden etf | $223,000 | -0.9% | 6,649 | 0.0% | 0.18% | 0.0% | |
| VRSN | Sell | VERISIGN INC | $222,000 | -6.3% | 1,875 | -9.6% | 0.18% | -5.3% |
| LMT | LOCKHEED MARTIN CORP | $223,000 | +5.2% | 660 | 0.0% | 0.18% | +5.9% | |
| AIG | AMERICAN INTL GROUP INC | $220,000 | -8.7% | 4,050 | 0.0% | 0.18% | -7.8% | |
| PX | PRAXAIR INC | $219,000 | -6.4% | 1,515 | 0.0% | 0.18% | -5.9% | |
| EWL | ISHARES INCmsci switzerland | $219,000 | -3.5% | 6,370 | 0.0% | 0.18% | -2.8% | |
| GLW | Sell | CORNING INC | $218,000 | -18.4% | 7,825 | -6.3% | 0.18% | -17.8% |
| BK | Sell | BANK NEW YORK MELLON CORP | $213,000 | -7.4% | 4,125 | -3.5% | 0.17% | -6.6% |
| K | Sell | KELLOGG CO | $212,000 | -13.5% | 3,257 | -9.7% | 0.17% | -12.3% |
| ROST | Sell | ROSS STORES INC | $213,000 | -6.2% | 2,730 | -3.5% | 0.17% | -5.5% |
| FNV | FRANCO NEVADA CORP | $204,000 | -14.6% | 2,990 | 0.0% | 0.16% | -14.1% | |
| NEE | New | NEXTERA ENERGY INCc0m | $204,000 | – | 1,247 | +100.0% | 0.16% | – |
| TXN | Sell | TEXAS INSTRS INC | $202,000 | -2.9% | 1,940 | -2.5% | 0.16% | -1.8% |
| MTD | Sell | METTLER TOLEDO INTERNATIONAL | $198,000 | -14.7% | 345 | -8.0% | 0.16% | -14.1% |
| CLX | Exit | CLOROX CO DEL | $0 | – | -1,344 | -100.0% | -0.16% | – |
| SWK | Exit | STANLEY BLACK & DECKER INC | $0 | – | -1,180 | -100.0% | -0.16% | – |
| FMC | Exit | F M C CORP | $0 | – | -2,130 | -100.0% | -0.16% | – |
| MCK | Exit | MCKESSON CORP | $0 | – | -1,295 | -100.0% | -0.16% | – |
| BIIB | Exit | BIOGEN INC | $0 | – | -637 | -100.0% | -0.16% | – |
| DHI | Exit | D R HORTON INC | $0 | – | -3,980 | -100.0% | -0.16% | – |
| USB | Exit | US BANCORP DEL | $0 | – | -4,625 | -100.0% | -0.20% | – |
| GE | Exit | GENERAL ELECTRIC CO | $0 | – | -21,556 | -100.0% | -0.30% | – |
| CEF | Exit | CENTRAL FD CDA LTDcl a | $0 | – | -28,475 | -100.0% | -0.30% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-05-15
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.