$125 Million is the total value of TIEMANN INVESTMENT ADVISORS, LLC's 174 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was 3.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $5,800,000 | +7.3% | 31,332 | -2.8% | 4.64% | +6.7% |
| MSFT | Sell | MICROSOFT CORP | $4,905,000 | +7.6% | 49,741 | -0.4% | 3.93% | +7.1% |
| AGG | Sell | ISHARES TRcore us aggbd et | $4,857,000 | -1.1% | 45,679 | -0.2% | 3.89% | -1.6% |
| JPM | Buy | JPMORGAN CHASE & CO | $3,359,000 | -5.0% | 32,236 | +0.3% | 2.69% | -5.5% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $2,763,000 | -9.9% | 63,771 | +0.4% | 2.21% | -10.3% |
| JNJ | Buy | JOHNSON & JOHNSON | $2,421,000 | -4.5% | 19,950 | +0.9% | 1.94% | -5.0% |
| IJS | Sell | ISHARES TRsp smcp600vl etf | $2,135,000 | +6.1% | 13,075 | -2.0% | 1.71% | +5.6% |
| CWI | Buy | SPDR INDEX SHS FDSmsci acwi exus | $2,114,000 | -4.0% | 57,105 | +0.8% | 1.69% | -4.5% |
| ORCL | Sell | ORACLE CORP | $1,892,000 | -6.2% | 42,949 | -2.6% | 1.52% | -6.7% |
| AMZN | Sell | AMAZON COM INC | $1,717,000 | +16.1% | 1,010 | -1.2% | 1.38% | +15.5% |
| ALL | ALLSTATE CORP | $1,698,000 | -3.7% | 18,609 | 0.0% | 1.36% | -4.2% | |
| IGIB | Sell | ISHARES TRinterm cr bd etf | $1,681,000 | -3.4% | 15,818 | -2.5% | 1.35% | -3.9% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $1,668,000 | +1.5% | 4,698 | -2.3% | 1.34% | +1.1% |
| PII | POLARIS INDS INC | $1,633,000 | +6.7% | 13,365 | 0.0% | 1.31% | +6.2% | |
| IJT | Sell | ISHARES TRs&p sml 600 gwt | $1,619,000 | +7.5% | 8,567 | -1.1% | 1.30% | +6.9% |
| XOM | Sell | EXXON MOBIL CORP | $1,607,000 | +9.2% | 19,423 | -1.5% | 1.29% | +8.6% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $1,567,000 | -13.4% | 8,395 | -7.5% | 1.26% | -13.9% |
| TIP | Sell | ISHARES TRtips bd etf | $1,515,000 | -2.3% | 13,424 | -2.2% | 1.21% | -2.8% |
| EFA | Sell | ISHARES TRmsci eafe etf | $1,503,000 | -6.0% | 22,443 | -2.2% | 1.20% | -6.4% |
| ABBV | Sell | ABBVIE INC | $1,501,000 | -4.6% | 16,206 | -2.6% | 1.20% | -5.1% |
| INTC | Sell | INTEL CORP | $1,466,000 | -5.0% | 29,499 | -0.5% | 1.17% | -5.5% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $1,456,000 | +8.3% | 8,987 | +3.3% | 1.17% | +7.8% |
| COST | Sell | COSTCO WHSL CORP NEW | $1,439,000 | +10.7% | 6,884 | -0.2% | 1.15% | +10.1% |
| SHW | Buy | SHERWIN WILLIAMS CO | $1,424,000 | +6.6% | 3,493 | +2.5% | 1.14% | +6.0% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $1,413,000 | -3.3% | 12,332 | -0.9% | 1.13% | -3.8% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,369,000 | +11.5% | 1,212 | +2.4% | 1.10% | +10.9% |
| UTX | Sell | UNITED TECHNOLOGIES CORP | $1,365,000 | -6.6% | 10,917 | -6.0% | 1.09% | -7.1% |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $1,321,000 | -8.8% | 22,005 | -0.6% | 1.06% | -9.3% |
| O | Sell | REALTY INCOME CORP | $1,315,000 | +0.3% | 24,450 | -3.6% | 1.05% | -0.2% |
| EWJ | Buy | ISHARES INCmsci jpn etf new | $1,227,000 | -3.8% | 21,196 | +0.8% | 0.98% | -4.3% |
| MCHP | MICROCHIP TECHNOLOGY INC | $1,162,000 | -0.4% | 12,778 | 0.0% | 0.93% | -0.9% | |
| CRM | SALESFORCE COM INC | $1,144,000 | +17.2% | 8,390 | 0.0% | 0.92% | +16.5% | |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $1,080,000 | +3.1% | 4,805 | +0.1% | 0.86% | +2.6% |
| T | Sell | AT&T INC | $1,074,000 | -15.1% | 33,442 | -5.7% | 0.86% | -15.5% |
| ESS | ESSEX PPTY TR INC | $993,000 | -0.7% | 4,154 | 0.0% | 0.80% | -1.2% | |
| BA | Buy | BOEING CO | $973,000 | +6.0% | 2,900 | +3.6% | 0.78% | +5.4% |
| LOW | Sell | LOWES COS INC | $958,000 | +8.6% | 10,025 | -0.3% | 0.77% | +8.0% |
| CAT | CATERPILLAR INC DEL | $957,000 | -8.0% | 7,055 | 0.0% | 0.77% | -8.5% | |
| CSCO | CISCO SYS INC | $934,000 | +0.3% | 21,697 | 0.0% | 0.75% | -0.1% | |
| HD | Sell | HOME DEPOT INC | $931,000 | +2.0% | 4,771 | -6.8% | 0.75% | +1.5% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $929,000 | +9.6% | 11,133 | +1.1% | 0.74% | +8.9% |
| FFC | Sell | FLAHERTY&CRMN PFD SEC INCOM | $922,000 | -3.3% | 48,750 | -2.8% | 0.74% | -3.8% |
| MMM | Sell | 3M CO | $892,000 | -11.4% | 4,536 | -1.1% | 0.71% | -11.9% |
| IWB | ISHARES TRrus 1000 etf | $885,000 | +3.5% | 5,820 | 0.0% | 0.71% | +3.1% | |
| VAR | VARIAN MED SYS INC | $862,000 | -7.3% | 7,580 | 0.0% | 0.69% | -7.9% | |
| ABT | Sell | ABBOTT LABS | $861,000 | -1.7% | 14,123 | -3.4% | 0.69% | -2.3% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $848,000 | +13.1% | 3,455 | -1.4% | 0.68% | +12.4% |
| CVX | Sell | CHEVRON CORP NEW | $832,000 | +10.1% | 6,581 | -0.8% | 0.67% | +9.5% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $827,000 | -9.2% | 5,919 | -0.3% | 0.66% | -9.7% |
| EWU | Buy | ISHARES TRmsci uk etf new | $805,000 | +6.1% | 23,137 | +6.0% | 0.64% | +5.6% |
| MRK | MERCK & CO INC | $738,000 | +11.3% | 12,166 | 0.0% | 0.59% | +10.7% | |
| EMN | Buy | EASTMAN CHEM CO | $708,000 | -3.9% | 7,079 | +1.4% | 0.57% | -4.4% |
| GD | GENERAL DYNAMICS CORP | $661,000 | -15.6% | 3,545 | 0.0% | 0.53% | -16.0% | |
| IVE | Sell | ISHARES TRs&p 500 val etf | $657,000 | -5.1% | 5,969 | -5.7% | 0.53% | -5.6% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $642,000 | -9.8% | 15,208 | +0.3% | 0.51% | -10.3% |
| FB | Sell | FACEBOOK INCcl a | $619,000 | +0.3% | 3,188 | -17.5% | 0.50% | -0.2% |
| IWM | ISHARES TRrussell 2000 etf | $614,000 | +7.9% | 3,748 | 0.0% | 0.49% | +7.4% | |
| PFE | PFIZER INC | $602,000 | +2.2% | 16,603 | 0.0% | 0.48% | +1.7% | |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $595,000 | -9.4% | 11,836 | -13.8% | 0.48% | -10.0% |
| BAC | Sell | BANK AMER CORP | $585,000 | -8.3% | 20,760 | -2.3% | 0.47% | -8.8% |
| NVDA | Buy | NVIDIA CORP | $565,000 | +10.4% | 2,385 | +7.9% | 0.45% | +9.7% |
| DFS | DISCOVER FINL SVCS | $562,000 | -2.1% | 7,985 | 0.0% | 0.45% | -2.6% | |
| RDSA | ROYAL DUTCH SHELL PLCspons adr a | $535,000 | +8.5% | 7,725 | 0.0% | 0.43% | +7.8% | |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $532,000 | -3.4% | 3,270 | -7.9% | 0.43% | -3.8% |
| TDTT | Buy | FLEXSHARES TRiboxx 3r targt | $531,000 | +8.6% | 21,855 | +9.0% | 0.42% | +7.9% |
| ADBE | Sell | ADOBE SYS INC | $522,000 | +5.5% | 2,140 | -6.6% | 0.42% | +5.0% |
| GLD | Sell | SPDR GOLD TRUST | $516,000 | -10.6% | 4,350 | -5.1% | 0.41% | -11.0% |
| WFC | Buy | WELLS FARGO CO NEW | $514,000 | +7.8% | 9,262 | +1.7% | 0.41% | +7.3% |
| BMY | Sell | BRISTOL MYERS SQUIBB CO | $505,000 | -21.2% | 9,128 | -9.9% | 0.40% | -21.7% |
| WY | Sell | WEYERHAEUSER CO | $504,000 | +3.5% | 13,826 | -0.6% | 0.40% | +3.1% |
| GS | GOLDMAN SACHS GROUP INC | $499,000 | -12.5% | 2,263 | 0.0% | 0.40% | -12.9% | |
| JPST | Buy | JP MORGAN EXCHANGE TRADED FDultra shrt inc | $484,000 | +84.0% | 9,665 | +83.6% | 0.39% | +83.0% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $485,000 | -3.0% | 435 | -10.3% | 0.39% | -3.5% |
| DIS | DISNEY WALT CO | $474,000 | +4.2% | 4,525 | 0.0% | 0.38% | +3.8% | |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $475,000 | -1.0% | 2,436 | -4.8% | 0.38% | -1.6% |
| STZ | Sell | CONSTELLATION BRANDS INCcl a | $467,000 | -6.0% | 2,132 | -2.2% | 0.37% | -6.5% |
| V | VISA INC | $463,000 | +10.8% | 3,496 | 0.0% | 0.37% | +10.4% | |
| COL | Buy | ROCKWELL COLLINS INC | $452,000 | +0.4% | 3,356 | +0.6% | 0.36% | 0.0% |
| DWDP | Sell | DOWDUPONT INC | $451,000 | -0.2% | 6,845 | -3.6% | 0.36% | -0.8% |
| INTU | INTUIT | $449,000 | +17.8% | 2,196 | 0.0% | 0.36% | +17.3% | |
| IVV | Sell | ISHARES TRcore s&p500 etf | $449,000 | -1.1% | 1,643 | -4.0% | 0.36% | -1.4% |
| NKE | Buy | NIKE INCcl b | $444,000 | +27.6% | 5,570 | +6.2% | 0.36% | +27.1% |
| MCD | Sell | MCDONALDS CORP | $443,000 | -6.3% | 2,827 | -6.6% | 0.36% | -6.8% |
| PSX | Sell | PHILLIPS 66 | $442,000 | +14.2% | 3,937 | -2.4% | 0.35% | +13.8% |
| EWG | Buy | ISHARES INCmsci germany etf | $437,000 | -1.6% | 14,583 | +5.3% | 0.35% | -2.0% |
| KO | Buy | COCA COLA CO | $427,000 | +0.9% | 9,740 | +0.1% | 0.34% | +0.6% |
| FISV | Buy | FISERV INC | $419,000 | +7.7% | 5,650 | +3.7% | 0.34% | +7.3% |
| TLT | Sell | ISHARES TR20 yr tr bd etf | $419,000 | -3.0% | 3,445 | -2.8% | 0.34% | -3.4% |
| NLY | Sell | ANNALY CAP MGMT INC | $411,000 | -5.9% | 39,941 | -4.8% | 0.33% | -6.5% |
| JFR | Buy | NUVEEN FLOATING RATE INCOME | $410,000 | -3.8% | 39,188 | +0.1% | 0.33% | -4.4% |
| EWQ | ISHARES INCmsci france etf | $409,000 | -2.9% | 13,397 | 0.0% | 0.33% | -3.2% | |
| ISRG | Sell | INTUITIVE SURGICAL INC | $404,000 | +12.5% | 845 | -2.9% | 0.32% | +12.1% |
| UNP | UNION PAC CORP | $403,000 | +5.5% | 2,843 | 0.0% | 0.32% | +5.2% | |
| GIS | Sell | GENERAL MLS INC | $401,000 | -16.8% | 9,056 | -15.4% | 0.32% | -17.3% |
| CL | Sell | COLGATE PALMOLIVE CO | $397,000 | -12.2% | 6,130 | -2.7% | 0.32% | -12.6% |
| CMI | Buy | CUMMINS INC | $388,000 | -17.8% | 2,914 | +0.1% | 0.31% | -18.2% |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $388,000 | -4.2% | 11,735 | -2.3% | 0.31% | -4.6% |
| SCHA | SCHWAB STRATEGIC TRus sml cap etf | $386,000 | +6.3% | 5,250 | 0.0% | 0.31% | +5.8% | |
| BFB | Buy | BROWN FORMAN CORPcl b | $381,000 | -8.9% | 7,775 | +1.3% | 0.30% | -9.2% |
| ALB | Sell | ALBEMARLE CORP | $381,000 | -1.8% | 4,041 | -3.4% | 0.30% | -2.2% |
| DUK | Sell | DUKE ENERGY CORP NEW | $360,000 | -2.4% | 4,551 | -4.5% | 0.29% | -3.0% |
| KMB | Sell | KIMBERLY CLARK CORP | $357,000 | -9.6% | 3,390 | -5.6% | 0.29% | -10.1% |
| EMR | Sell | EMERSON ELEC CO | $348,000 | -3.1% | 5,029 | -4.2% | 0.28% | -3.5% |
| PG | Sell | PROCTER AND GAMBLE CO | $343,000 | -11.6% | 4,400 | -10.1% | 0.28% | -11.9% |
| FDX | Sell | FEDEX CORP | $342,000 | -6.3% | 1,504 | -1.0% | 0.27% | -6.8% |
| GRA | GRACE W R & CO DEL NEW | $337,000 | +19.5% | 4,600 | 0.0% | 0.27% | +18.9% | |
| FITB | Sell | FIFTH THIRD BANCORP | $336,000 | -16.8% | 11,690 | -8.1% | 0.27% | -17.2% |
| PAAS | PAN AMERICAN SILVER CORP | $322,000 | +10.7% | 18,000 | 0.0% | 0.26% | +10.3% | |
| SQM | SOCIEDAD QUIMICA MINERA DE Cspon adr ser b | $322,000 | -2.1% | 6,700 | 0.0% | 0.26% | -2.6% | |
| AXP | Buy | AMERICAN EXPRESS CO | $322,000 | +4.9% | 3,289 | +0.0% | 0.26% | +4.5% |
| UTG | Sell | REAVES UTIL INCOME FD | $322,000 | +0.6% | 11,127 | -1.8% | 0.26% | 0.0% |
| GDX | Sell | VANECK VECTORS ETF TRgold miners etf | $321,000 | -7.2% | 14,408 | -8.6% | 0.26% | -7.6% |
| VLO | Sell | VALERO ENERGY CORP NEW | $315,000 | +15.4% | 2,845 | -3.4% | 0.25% | +14.5% |
| SPSB | SPDR SERIES TRUSTportfolio short | $312,000 | -0.3% | 10,350 | 0.0% | 0.25% | -0.8% | |
| HPQ | Buy | HP INC | $311,000 | +12.3% | 13,690 | +8.3% | 0.25% | +11.7% |
| RGLD | ROYAL GOLD INC | $308,000 | +8.1% | 3,320 | 0.0% | 0.25% | +7.9% | |
| MAR | MARRIOTT INTL INC NEWcl a | $304,000 | -6.7% | 2,400 | 0.0% | 0.24% | -7.3% | |
| DLR | DIGITAL RLTY TR INC | $302,000 | +5.6% | 2,710 | 0.0% | 0.24% | +5.2% | |
| EL | Sell | LAUDER ESTEE COS INCcl a | $300,000 | -12.3% | 2,105 | -7.9% | 0.24% | -12.7% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $297,000 | +3.8% | 1,435 | +3.6% | 0.24% | +3.5% |
| COP | CONOCOPHILLIPS | $296,000 | +17.5% | 4,246 | 0.0% | 0.24% | +16.7% | |
| SAND | SANDSTORM GOLD LTD | $295,000 | -5.4% | 65,450 | 0.0% | 0.24% | -6.0% | |
| EOG | Sell | EOG RES INC | $294,000 | +11.4% | 2,365 | -5.6% | 0.24% | +10.8% |
| TDTF | Buy | FLEXSHARES TRiboxx 5yr trgt | $292,000 | +15.4% | 11,807 | +15.2% | 0.23% | +14.7% |
| CSX | Buy | CSX CORP | $289,000 | +14.2% | 4,536 | +0.1% | 0.23% | +13.2% |
| SBUX | Buy | STARBUCKS CORP | $285,000 | -14.9% | 5,835 | +0.7% | 0.23% | -15.6% |
| MFA | MFA FINL INC | $284,000 | +0.7% | 37,425 | 0.0% | 0.23% | 0.0% | |
| EIX | Buy | EDISON INTL | $284,000 | -0.4% | 4,482 | +0.0% | 0.23% | -0.9% |
| PFF | ISHARES TRs&p us pfd stk | $284,000 | +0.4% | 7,525 | 0.0% | 0.23% | -0.4% | |
| AMT | Sell | AMERICAN TOWER CORP NEW | $280,000 | -5.4% | 1,944 | -4.4% | 0.22% | -5.9% |
| WMT | Sell | WALMART INC | $279,000 | -11.7% | 3,260 | -8.3% | 0.22% | -12.2% |
| A | AGILENT TECHNOLOGIES INC | $276,000 | -7.7% | 4,470 | 0.0% | 0.22% | -8.3% | |
| EXC | Buy | EXELON CORP | $274,000 | +21.8% | 6,425 | +11.3% | 0.22% | +21.0% |
| JRO | NUVEEN FLTNG RTE INCM OPP FD | $274,000 | -4.5% | 26,320 | 0.0% | 0.22% | -5.2% | |
| GPC | GENUINE PARTS CO | $266,000 | +1.9% | 2,900 | 0.0% | 0.21% | +1.4% | |
| HYG | ISHARES TRiboxx hi yd etf | $266,000 | -0.7% | 3,125 | 0.0% | 0.21% | -1.4% | |
| CMCSA | COMCAST CORP NEWcl a | $266,000 | -4.0% | 8,100 | 0.0% | 0.21% | -4.5% | |
| ROK | ROCKWELL AUTOMATION INC | $263,000 | -4.7% | 1,585 | 0.0% | 0.21% | -5.0% | |
| AMGN | Sell | AMGEN INC | $262,000 | -0.4% | 1,419 | -8.1% | 0.21% | -0.9% |
| VRSN | VERISIGN INC | $258,000 | +16.2% | 1,875 | 0.0% | 0.21% | +15.6% | |
| MPC | MARATHON PETE CORP | $253,000 | -4.2% | 3,608 | 0.0% | 0.20% | -4.2% | |
| FIS | Buy | FIDELITY NATL INFORMATION SV | $252,000 | +12.5% | 2,375 | +2.2% | 0.20% | +12.2% |
| ABB | Buy | ABB LTDsponsored adr | $250,000 | -8.1% | 11,500 | +0.4% | 0.20% | -8.7% |
| C | New | CITIGROUP INC | $249,000 | – | 3,715 | +100.0% | 0.20% | – |
| AMAT | Sell | APPLIED MATLS INC | $246,000 | -20.1% | 5,334 | -3.6% | 0.20% | -20.6% |
| CVS | Sell | CVS HEALTH CORP | $245,000 | -6.5% | 3,815 | -9.5% | 0.20% | -7.1% |
| HON | Sell | HONEYWELL INTL INC | $243,000 | -6.2% | 1,690 | -5.6% | 0.20% | -6.2% |
| STI | Sell | SUNTRUST BKS INC | $242,000 | -4.0% | 3,660 | -1.3% | 0.19% | -4.4% |
| PX | PRAXAIR INC | $240,000 | +9.6% | 1,515 | 0.0% | 0.19% | +9.1% | |
| PNC | Buy | PNC FINL SVCS GROUP INC | $235,000 | -10.6% | 1,743 | +0.1% | 0.19% | -11.3% |
| NFLX | New | NETFLIX INC | $235,000 | – | 600 | +100.0% | 0.19% | – |
| EWC | New | ISHARES INCmsci cda etf | $225,000 | – | 7,884 | +100.0% | 0.18% | – |
| TRV | Sell | TRAVELERS COMPANIES INC | $224,000 | -22.5% | 1,828 | -12.0% | 0.18% | -23.2% |
| PEP | PEPSICO INC | $223,000 | -0.4% | 2,050 | 0.0% | 0.18% | -0.6% | |
| BK | BANK NEW YORK MELLON CORP | $222,000 | +4.2% | 4,125 | 0.0% | 0.18% | +4.1% | |
| ROST | Sell | ROSS STORES INC | $221,000 | +3.8% | 2,605 | -4.6% | 0.18% | +3.5% |
| K | Sell | KELLOGG CO | $221,000 | +4.2% | 3,157 | -3.1% | 0.18% | +3.5% |
| FNV | FRANCO NEVADA CORP | $218,000 | +6.9% | 2,990 | 0.0% | 0.18% | +6.7% | |
| PTR | New | PETROCHINA CO LTDsponsored adr | $216,000 | – | 2,832 | +100.0% | 0.17% | – |
| AEP | Sell | AMERICAN ELEC PWR INC | $216,000 | -7.7% | 3,115 | -8.8% | 0.17% | -8.0% |
| AIG | AMERICAN INTL GROUP INC | $215,000 | -2.3% | 4,050 | 0.0% | 0.17% | -2.8% | |
| GLW | CORNING INC | $215,000 | -1.4% | 7,825 | 0.0% | 0.17% | -1.7% | |
| TXN | TEXAS INSTRS INC | $214,000 | +5.9% | 1,940 | 0.0% | 0.17% | +4.9% | |
| MA | New | MASTERCARD INCORPORATEDcl a | $212,000 | – | 1,080 | +100.0% | 0.17% | – |
| STT | STATE STR CORP | $210,000 | -6.7% | 2,260 | 0.0% | 0.17% | -7.2% | |
| FBHS | Buy | FORTUNE BRANDS HOME & SEC IN | $208,000 | -8.8% | 3,870 | +0.2% | 0.17% | -9.2% |
| DE | DEERE & CO | $208,000 | -10.0% | 1,488 | 0.0% | 0.17% | -10.2% | |
| EWL | Buy | ISHARES INCmsci switzerland | $209,000 | -4.6% | 6,416 | +0.7% | 0.17% | -5.1% |
| ITW | Sell | ILLINOIS TOOL WKS INC | $206,000 | -19.2% | 1,490 | -8.6% | 0.16% | -19.5% |
| EWD | Buy | ISHARES INCmsci sweden etf | $204,000 | -8.5% | 6,701 | +0.8% | 0.16% | -8.9% |
| MTD | METTLER TOLEDO INTERNATIONAL | $200,000 | +1.0% | 345 | 0.0% | 0.16% | +0.6% | |
| NEE | Sell | NEXTERA ENERGY INCc0m | $199,000 | -2.5% | 1,189 | -4.7% | 0.16% | -3.0% |
| HPE | HEWLETT PACKARD ENTERPRISE C | $196,000 | -16.6% | 13,415 | 0.0% | 0.16% | -16.9% | |
| LMT | LOCKHEED MARTIN CORP | $195,000 | -12.6% | 660 | 0.0% | 0.16% | -12.8% | |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -2,965 | -100.0% | -0.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-08-14
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.