$132 Million is the total value of TIEMANN INVESTMENT ADVISORS, LLC's 177 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was 7.5% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AAPL | Sell | APPLE INC | $6,580,000 | +13.4% | 29,150 | -7.0% | 5.00% | +7.7% |
MSFT | Sell | MICROSOFT CORP | $5,606,000 | +14.3% | 49,013 | -1.5% | 4.26% | +8.5% |
AGG | Sell | ISHARES TRcore us aggbd et | $4,710,000 | -3.0% | 44,633 | -2.3% | 3.58% | -8.0% |
JPM | Sell | JPMORGAN CHASE & CO | $3,605,000 | +7.3% | 31,943 | -0.9% | 2.74% | +1.8% |
EEM | Buy | ISHARES TRmsci emg mkt etf | $2,809,000 | +1.7% | 65,446 | +2.6% | 2.13% | -3.6% |
JNJ | Sell | JOHNSON & JOHNSON | $2,739,000 | +13.1% | 19,823 | -0.6% | 2.08% | +7.3% |
IJS | Buy | ISHARES TRsp smcp600vl etf | $2,192,000 | +2.7% | 13,128 | +0.4% | 1.67% | -2.6% |
CWI | Buy | SPDR INDEX SHS FDSmsci acwi exus | $2,144,000 | +1.4% | 57,382 | +0.5% | 1.63% | -3.8% |
ORCL | Sell | ORACLE CORP | $2,120,000 | +12.1% | 41,124 | -4.2% | 1.61% | +6.3% |
AMZN | Sell | AMAZON COM INC | $1,937,000 | +12.8% | 967 | -4.3% | 1.47% | +7.1% |
ALL | ALLSTATE CORP | $1,837,000 | +8.2% | 18,609 | 0.0% | 1.40% | +2.6% | |
MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $1,779,000 | +6.7% | 4,840 | +3.0% | 1.35% | +1.2% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $1,777,000 | +13.4% | 8,300 | -1.1% | 1.35% | +7.6% |
IJT | Buy | ISHARES TRs&p sml 600 gwt | $1,735,000 | +7.2% | 8,601 | +0.4% | 1.32% | +1.7% |
IGIB | Buy | ISHARES TRintrm tr crp etf | $1,660,000 | -1.2% | 31,261 | +97.6% | 1.26% | -6.3% |
XOM | Buy | EXXON MOBIL CORP | $1,652,000 | +2.8% | 19,425 | +0.0% | 1.26% | -2.5% |
UTX | Buy | UNITED TECHNOLOGIES CORP | $1,580,000 | +15.8% | 11,300 | +3.5% | 1.20% | +9.9% |
SHW | Sell | SHERWIN WILLIAMS CO | $1,581,000 | +11.0% | 3,473 | -0.6% | 1.20% | +5.4% |
COST | Sell | COSTCO WHSL CORP NEW | $1,575,000 | +9.5% | 6,704 | -2.6% | 1.20% | +3.9% |
WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $1,575,000 | +19.2% | 21,604 | -1.8% | 1.20% | +13.1% |
ABBV | Buy | ABBVIE INC | $1,533,000 | +2.1% | 16,209 | +0.0% | 1.16% | -3.1% |
IJJ | Sell | ISHARES TRs&p mc 400vl etf | $1,503,000 | +3.2% | 8,983 | -0.0% | 1.14% | -2.1% |
EFA | Sell | ISHARES TRmsci eafe etf | $1,464,000 | -2.6% | 21,538 | -4.0% | 1.11% | -7.6% |
GOOGL | Buy | ALPHABET INCcap stk cl a | $1,464,000 | +6.9% | 1,213 | +0.1% | 1.11% | +1.5% |
TIP | Sell | ISHARES TRtips bd etf | $1,430,000 | -5.6% | 12,924 | -3.7% | 1.09% | -10.4% |
INTC | Buy | INTEL CORP | $1,395,000 | -4.8% | 29,505 | +0.0% | 1.06% | -9.7% |
O | Sell | REALTY INCOME CORP | $1,351,000 | +2.7% | 23,750 | -2.9% | 1.03% | -2.5% |
CRM | SALESFORCE COM INC | $1,334,000 | +16.6% | 8,390 | 0.0% | 1.01% | +10.7% | |
LQD | Sell | ISHARES TRiboxx inv cp etf | $1,326,000 | -6.2% | 11,537 | -6.4% | 1.01% | -10.9% |
EWJ | Buy | ISHARES INCmsci jpn etf new | $1,316,000 | +7.3% | 21,846 | +3.1% | 1.00% | +1.7% |
PII | Sell | POLARIS INDS INC | $1,299,000 | -20.5% | 12,865 | -3.7% | 0.99% | -24.5% |
LOW | Buy | LOWES COS INC | $1,160,000 | +21.1% | 10,100 | +0.7% | 0.88% | +14.9% |
IJK | Buy | ISHARES TRs&p mc 400gr etf | $1,121,000 | +3.8% | 4,813 | +0.2% | 0.85% | -1.5% |
CAT | Buy | CATERPILLAR INC DEL | $1,118,000 | +16.8% | 7,330 | +3.9% | 0.85% | +10.8% |
JPST | Buy | JP MORGAN EXCHANGE TRADED FDultra shrt inc | $1,067,000 | +120.5% | 21,279 | +120.2% | 0.81% | +109.0% |
T | Sell | AT&T INC | $1,058,000 | -1.5% | 31,505 | -5.8% | 0.80% | -6.5% |
BA | Sell | BOEING CO | $1,051,000 | +8.0% | 2,825 | -2.6% | 0.80% | +2.6% |
CSCO | Sell | CISCO SYS INC | $1,047,000 | +12.1% | 21,530 | -0.8% | 0.80% | +6.4% |
ABT | Sell | ABBOTT LABS | $1,029,000 | +19.5% | 14,023 | -0.7% | 0.78% | +13.5% |
ESS | Sell | ESSEX PPTY TR INC | $1,016,000 | +2.3% | 4,119 | -0.8% | 0.77% | -2.9% |
MCHP | MICROCHIP TECHNOLOGY INC | $1,008,000 | -13.3% | 12,778 | 0.0% | 0.77% | -17.7% | |
HD | Sell | HOME DEPOT INC | $952,000 | +2.3% | 4,596 | -3.7% | 0.72% | -3.1% |
EWU | Buy | ISHARES TRmsci uk etf new | $928,000 | +15.3% | 27,187 | +17.5% | 0.70% | +9.3% |
MMM | Sell | 3M CO | $924,000 | +3.6% | 4,386 | -3.3% | 0.70% | -1.7% |
IWB | Sell | ISHARES TRrus 1000 etf | $921,000 | +4.1% | 5,695 | -2.1% | 0.70% | -1.3% |
IJR | Sell | ISHARES TRcore s&p scp etf | $916,000 | -1.4% | 10,502 | -5.7% | 0.70% | -6.5% |
FFC | FLAHERTY&CRMN PFD SEC INCOM | $888,000 | -3.7% | 48,750 | 0.0% | 0.68% | -8.5% | |
UNH | Sell | UNITEDHEALTH GROUP INC | $877,000 | +3.4% | 3,295 | -4.6% | 0.67% | -1.9% |
MRK | Sell | MERCK & CO INC | $854,000 | +15.7% | 12,032 | -1.1% | 0.65% | +9.8% |
VAR | VARIAN MED SYS INC | $848,000 | -1.6% | 7,580 | 0.0% | 0.64% | -6.7% | |
IBM | Sell | INTERNATIONAL BUSINESS MACHS | $847,000 | +2.4% | 5,600 | -5.4% | 0.64% | -2.7% |
CVX | Buy | CHEVRON CORP NEW | $823,000 | -1.1% | 6,727 | +2.2% | 0.62% | -6.2% |
PFE | Buy | PFIZER INC | $741,000 | +23.1% | 16,803 | +1.2% | 0.56% | +16.8% |
IVE | Sell | ISHARES TRs&p 500 val etf | $685,000 | +4.3% | 5,914 | -0.9% | 0.52% | -1.1% |
NVDA | NVIDIA CORP | $670,000 | +18.6% | 2,385 | 0.0% | 0.51% | +12.6% | |
VZ | Buy | VERIZON COMMUNICATIONS INC | $645,000 | +8.4% | 12,086 | +2.1% | 0.49% | +2.9% |
VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $628,000 | -2.2% | 15,308 | +0.7% | 0.48% | -7.2% |
IWM | Sell | ISHARES TRrussell 2000 etf | $619,000 | +0.8% | 3,673 | -2.0% | 0.47% | -4.5% |
DFS | DISCOVER FINL SVCS | $610,000 | +8.5% | 7,985 | 0.0% | 0.46% | +2.9% | |
EMN | Sell | EASTMAN CHEM CO | $592,000 | -16.4% | 6,180 | -12.7% | 0.45% | -20.6% |
IVW | Sell | ISHARES TRs&p 500 grwt etf | $566,000 | +6.4% | 3,195 | -2.3% | 0.43% | +0.9% |
GD | Sell | GENERAL DYNAMICS CORP | $562,000 | -15.0% | 2,745 | -22.6% | 0.43% | -19.3% |
DIS | Buy | DISNEY WALT CO | $553,000 | +16.7% | 4,727 | +4.5% | 0.42% | +10.5% |
TDTT | Buy | FLEXSHARES TRiboxx 3r targt | $542,000 | +2.1% | 22,611 | +3.5% | 0.41% | -3.1% |
RDSA | ROYAL DUTCH SHELL PLCspons adr a | $526,000 | -1.7% | 7,725 | 0.0% | 0.40% | -6.5% | |
V | Sell | VISA INC | $510,000 | +10.2% | 3,396 | -2.9% | 0.39% | +4.6% |
BMY | Sell | BRISTOL MYERS SQUIBB CO | $503,000 | -0.4% | 8,103 | -11.2% | 0.38% | -5.4% |
FB | Sell | FACEBOOK INCcl a | $496,000 | -19.9% | 3,013 | -5.5% | 0.38% | -24.0% |
GS | Sell | GOLDMAN SACHS GROUP INC | $494,000 | -1.0% | 2,203 | -2.7% | 0.38% | -6.2% |
BAC | Sell | BANK AMER CORP | $484,000 | -17.3% | 16,436 | -20.8% | 0.37% | -21.4% |
ISRG | Sell | INTUITIVE SURGICAL INC | $476,000 | +17.8% | 830 | -1.8% | 0.36% | +11.7% |
GOOG | Sell | ALPHABET INCcap stk cl c | $477,000 | -1.6% | 400 | -8.0% | 0.36% | -6.7% |
ADBE | Sell | ADOBE SYS INC | $472,000 | -9.6% | 1,750 | -18.2% | 0.36% | -14.1% |
MCD | Buy | MCDONALDS CORP | $473,000 | +6.8% | 2,828 | +0.0% | 0.36% | +1.1% |
COL | ROCKWELL COLLINS INC | $471,000 | +4.2% | 3,356 | 0.0% | 0.36% | -1.1% | |
WFC | Sell | WELLS FARGO CO NEW | $470,000 | -8.6% | 8,940 | -3.5% | 0.36% | -13.3% |
IVV | Sell | ISHARES TRcore s&p500 etf | $464,000 | +3.3% | 1,584 | -3.6% | 0.35% | -1.9% |
IJH | Sell | ISHARES TRcore s&p mcp etf | $462,000 | -2.7% | 2,295 | -5.8% | 0.35% | -7.6% |
GLD | Sell | SPDR GOLD TRUST | $462,000 | -10.5% | 4,100 | -5.7% | 0.35% | -15.0% |
INTU | Sell | INTUIT | $460,000 | +2.4% | 2,021 | -8.0% | 0.35% | -2.8% |
STZ | Sell | CONSTELLATION BRANDS INCcl a | $458,000 | -1.9% | 2,123 | -0.4% | 0.35% | -7.0% |
WY | Buy | WEYERHAEUSER CO | $456,000 | -9.5% | 14,124 | +2.2% | 0.35% | -14.4% |
FISV | Sell | FISERV INC | $453,000 | +8.1% | 5,500 | -2.7% | 0.34% | +2.4% |
NKE | Sell | NIKE INCcl b | $449,000 | +1.1% | 5,295 | -4.9% | 0.34% | -4.2% |
UNP | Sell | UNION PAC CORP | $444,000 | +10.2% | 2,729 | -4.0% | 0.34% | +4.3% |
PSX | PHILLIPS 66 | $444,000 | +0.5% | 3,937 | 0.0% | 0.34% | -4.8% | |
DWDP | Buy | DOWDUPONT INC | $442,000 | -2.0% | 6,875 | +0.4% | 0.34% | -6.9% |
EWG | Buy | ISHARES INCmsci germany etf | $441,000 | +0.9% | 14,833 | +1.7% | 0.34% | -4.3% |
KO | Sell | COCA COLA CO | $440,000 | +3.0% | 9,520 | -2.3% | 0.33% | -2.3% |
EWQ | Buy | ISHARES INCmsci france etf | $426,000 | +4.2% | 13,572 | +1.3% | 0.32% | -1.2% |
CMI | Sell | CUMMINS INC | $425,000 | +9.5% | 2,907 | -0.2% | 0.32% | +3.9% |
CL | Buy | COLGATE PALMOLIVE CO | $419,000 | +5.5% | 6,255 | +2.0% | 0.32% | 0.0% |
NLY | ANNALY CAP MGMT INC | $409,000 | -0.5% | 39,941 | 0.0% | 0.31% | -5.5% | |
SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $408,000 | +5.7% | 5,350 | +1.9% | 0.31% | +0.3% |
JFR | Buy | NUVEEN FLOATING RATE INCOME | $408,000 | -0.5% | 39,229 | +0.1% | 0.31% | -5.5% |
SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $405,000 | +4.4% | 12,085 | +3.0% | 0.31% | -1.0% |
TLT | ISHARES TR20 yr tr bd etf | $404,000 | -3.6% | 3,445 | 0.0% | 0.31% | -8.6% | |
KMB | KIMBERLY CLARK CORP | $385,000 | +7.8% | 3,390 | 0.0% | 0.29% | +2.4% | |
BFB | Sell | BROWN FORMAN CORPcl b | $384,000 | +0.8% | 7,588 | -2.4% | 0.29% | -4.3% |
AXP | Buy | AMERICAN EXPRESS CO | $378,000 | +17.4% | 3,546 | +7.8% | 0.29% | +11.2% |
GIS | Sell | GENERAL MLS INC | $378,000 | -5.7% | 8,809 | -2.7% | 0.29% | -10.6% |
EMR | Sell | EMERSON ELEC CO | $377,000 | +8.3% | 4,929 | -2.0% | 0.29% | +2.5% |
ALB | Sell | ALBEMARLE CORP | $372,000 | -2.4% | 3,732 | -7.6% | 0.28% | -7.2% |
PG | Buy | PROCTER AND GAMBLE CO | $372,000 | +8.5% | 4,468 | +1.5% | 0.28% | +2.9% |
FDX | FEDEX CORP | $362,000 | +5.8% | 1,504 | 0.0% | 0.28% | +0.4% | |
DUK | Sell | DUKE ENERGY CORP NEW | $360,000 | 0.0% | 4,501 | -1.1% | 0.27% | -4.9% |
TMO | THERMO FISHER SCIENTIFIC INC | $350,000 | +17.8% | 1,435 | 0.0% | 0.27% | +11.8% | |
TDTF | Buy | FLEXSHARES TRiboxx 5yr trgt | $344,000 | +17.8% | 14,217 | +20.4% | 0.26% | +11.5% |
UTG | Buy | REAVES UTIL INCOME FD | $342,000 | +6.2% | 11,153 | +0.2% | 0.26% | +0.8% |
COP | CONOCOPHILLIPS | $329,000 | +11.1% | 4,246 | 0.0% | 0.25% | +5.5% | |
GRA | GRACE W R & CO DEL NEW | $329,000 | -2.4% | 4,600 | 0.0% | 0.25% | -7.4% | |
CSX | Sell | CSX CORP | $329,000 | +13.8% | 4,438 | -2.2% | 0.25% | +8.2% |
FITB | Buy | FIFTH THIRD BANCORP | $327,000 | -2.7% | 11,695 | +0.0% | 0.25% | -7.8% |
VLO | VALERO ENERGY CORP NEW | $324,000 | +2.9% | 2,845 | 0.0% | 0.25% | -2.4% | |
MAR | Sell | MARRIOTT INTL INC NEWcl a | $315,000 | +3.6% | 2,385 | -0.6% | 0.24% | -1.6% |
SPSB | SPDR SERIES TRUSTportfolio short | $312,000 | 0.0% | 10,350 | 0.0% | 0.24% | -5.2% | |
HPQ | Sell | HP INC | $309,000 | -0.6% | 12,006 | -12.3% | 0.24% | -5.6% |
SQM | SOCIEDAD QUIMICA MINERA DE Cspon adr ser b | $306,000 | -5.0% | 6,700 | 0.0% | 0.23% | -9.7% | |
CMCSA | Buy | COMCAST CORP NEWcl a | $306,000 | +15.0% | 8,633 | +6.6% | 0.23% | +9.4% |
DLR | DIGITAL RLTY TR INC | $305,000 | +1.0% | 2,710 | 0.0% | 0.23% | -4.1% | |
EL | Sell | LAUDER ESTEE COS INCcl a | $304,000 | +1.3% | 2,090 | -0.7% | 0.23% | -3.8% |
ROK | ROCKWELL AUTOMATION INC | $297,000 | +12.9% | 1,585 | 0.0% | 0.23% | +7.1% | |
EIX | Sell | EDISON INTL | $297,000 | +4.6% | 4,384 | -2.2% | 0.23% | -0.4% |
CVS | Sell | CVS HEALTH CORP | $294,000 | +20.0% | 3,740 | -2.0% | 0.22% | +13.8% |
EOG | Sell | EOG RES INC | $294,000 | 0.0% | 2,305 | -2.5% | 0.22% | -5.1% |
AMGN | AMGEN INC | $294,000 | +12.2% | 1,419 | 0.0% | 0.22% | +6.2% | |
WMT | Sell | WALMART INC | $292,000 | +4.7% | 3,110 | -4.6% | 0.22% | -0.4% |
IEFA | New | ISHARES TRcore msci eafe | $290,000 | – | 4,526 | +100.0% | 0.22% | – |
A | Sell | AGILENT TECHNOLOGIES INC | $284,000 | +2.9% | 4,020 | -10.1% | 0.22% | -2.3% |
AMT | Buy | AMERICAN TOWER CORP NEW | $283,000 | +1.1% | 1,950 | +0.3% | 0.22% | -4.0% |
SBUX | Sell | STARBUCKS CORP | $283,000 | -0.7% | 4,985 | -14.6% | 0.22% | -5.7% |
MPC | Sell | MARATHON PETE CORP | $282,000 | +11.5% | 3,532 | -2.1% | 0.21% | +5.4% |
HON | HONEYWELL INTL INC | $281,000 | +15.6% | 1,690 | 0.0% | 0.21% | +9.7% | |
EXC | EXELON CORP | $281,000 | +2.6% | 6,425 | 0.0% | 0.21% | -2.3% | |
PFF | ISHARES TRs&p us pfd stk | $279,000 | -1.8% | 7,525 | 0.0% | 0.21% | -6.6% | |
GPC | Sell | GENUINE PARTS CO | $276,000 | +3.8% | 2,775 | -4.3% | 0.21% | -1.4% |
MFA | MFA FINL INC | $275,000 | -3.2% | 37,425 | 0.0% | 0.21% | -7.9% | |
C | Buy | CITIGROUP INC | $274,000 | +10.0% | 3,815 | +2.7% | 0.21% | +4.5% |
ABB | ABB LTDsponsored adr | $272,000 | +8.8% | 11,500 | 0.0% | 0.21% | +3.5% | |
HYG | ISHARES TRiboxx hi yd etf | $270,000 | +1.5% | 3,125 | 0.0% | 0.20% | -3.8% | |
GLW | Sell | CORNING INC | $266,000 | +23.7% | 7,525 | -3.8% | 0.20% | +17.4% |
PEP | Buy | PEPSICO INC | $266,000 | +19.3% | 2,382 | +16.2% | 0.20% | +12.8% |
PAAS | PAN AMERICAN SILVER CORP | $266,000 | -17.4% | 18,000 | 0.0% | 0.20% | -21.7% | |
FIS | FIDELITY NATL INFORMATION SV | $259,000 | +2.8% | 2,375 | 0.0% | 0.20% | -2.5% | |
GDX | Sell | VANECK VECTORS ETF TRgold miners etf | $256,000 | -20.2% | 13,808 | -4.2% | 0.20% | -24.1% |
RGLD | ROYAL GOLD INC | $256,000 | -16.9% | 3,320 | 0.0% | 0.20% | -21.1% | |
STI | Buy | SUNTRUST BKS INC | $254,000 | +5.0% | 3,810 | +4.1% | 0.19% | -0.5% |
PX | Buy | PRAXAIR INC | $252,000 | +5.0% | 1,565 | +3.3% | 0.19% | -0.5% |
TRV | Buy | TRAVELERS COMPANIES INC | $247,000 | +10.3% | 1,904 | +4.2% | 0.19% | +5.0% |
GILD | New | GILEAD SCIENCES INC | $245,000 | – | 3,171 | +100.0% | 0.19% | – |
JRO | Sell | NUVEEN FLTNG RTE INCM OPP FD | $243,000 | -11.3% | 23,570 | -10.4% | 0.18% | -15.5% |
SAND | SANDSTORM GOLD LTD | $244,000 | -17.3% | 65,450 | 0.0% | 0.18% | -21.6% | |
EWC | Buy | ISHARES INCmsci cda etf | $241,000 | +7.1% | 8,384 | +6.3% | 0.18% | +1.7% |
VRSN | Sell | VERISIGN INC | $239,000 | -7.4% | 1,490 | -20.5% | 0.18% | -12.1% |
MA | MASTERCARD INCORPORATEDcl a | $240,000 | +13.2% | 1,080 | 0.0% | 0.18% | +7.1% | |
PNC | Buy | PNC FINL SVCS GROUP INC | $238,000 | +1.3% | 1,744 | +0.1% | 0.18% | -3.7% |
ROST | Sell | ROSS STORES INC | $238,000 | +7.7% | 2,405 | -7.7% | 0.18% | +2.3% |
LLY | New | LILLY ELI & CO | $231,000 | – | 2,149 | +100.0% | 0.18% | – |
PTR | PETROCHINA CO LTDsponsored adr | $231,000 | +6.9% | 2,832 | 0.0% | 0.18% | +1.7% | |
LMT | LOCKHEED MARTIN CORP | $228,000 | +16.9% | 660 | 0.0% | 0.17% | +10.9% | |
BIIB | New | BIOGEN INC | $222,000 | – | 627 | +100.0% | 0.17% | – |
EWD | Buy | ISHARES INCmsci sweden etf | $222,000 | +8.8% | 6,776 | +1.1% | 0.17% | +3.7% |
K | KELLOGG CO | $221,000 | 0.0% | 3,157 | 0.0% | 0.17% | -5.1% | |
DE | Sell | DEERE & CO | $218,000 | +4.8% | 1,453 | -2.4% | 0.17% | -0.6% |
EWL | Sell | ISHARES INCmsci switzerland | $219,000 | +4.8% | 6,316 | -1.6% | 0.17% | -0.6% |
SIVB | New | SVB FINL GROUP | $214,000 | – | 690 | +100.0% | 0.16% | – |
AEP | Sell | AMERICAN ELEC PWR INC | $215,000 | -0.5% | 3,040 | -2.4% | 0.16% | -5.8% |
SNPS | New | SYNOPSYS INC | $211,000 | – | 2,135 | +100.0% | 0.16% | – |
ITW | ILLINOIS TOOL WKS INC | $210,000 | +1.9% | 1,490 | 0.0% | 0.16% | -3.0% | |
TXN | TEXAS INSTRS INC | $208,000 | -2.8% | 1,940 | 0.0% | 0.16% | -7.6% | |
NFLX | Sell | NETFLIX INC | $208,000 | -11.5% | 555 | -7.5% | 0.16% | -16.0% |
AIG | Sell | AMERICAN INTL GROUP INC | $206,000 | -4.2% | 3,875 | -4.3% | 0.16% | -8.7% |
SYY | New | SYSCO CORP | $204,000 | – | 2,791 | +100.0% | 0.16% | – |
SWK | New | STANLEY BLACK & DECKER INC | $202,000 | – | 1,380 | +100.0% | 0.15% | – |
BK | Sell | BANK NEW YORK MELLON CORP | $199,000 | -10.4% | 3,900 | -5.5% | 0.15% | -15.2% |
AMAT | Sell | APPLIED MATLS INC | $194,000 | -21.1% | 5,010 | -6.1% | 0.15% | -25.4% |
NEE | Sell | NEXTERA ENERGY INCc0m | $193,000 | -3.0% | 1,151 | -3.2% | 0.15% | -7.5% |
HPE | Exit | HEWLETT PACKARD ENTERPRISE C | $0 | – | -13,415 | -100.0% | -0.16% | – |
MTD | Exit | METTLER TOLEDO INTERNATIONAL | $0 | – | -345 | -100.0% | -0.16% | – |
FBHS | Exit | FORTUNE BRANDS HOME & SEC IN | $0 | – | -3,870 | -100.0% | -0.17% | – |
STT | Exit | STATE STR CORP | $0 | – | -2,260 | -100.0% | -0.17% | – |
FNV | Exit | FRANCO NEVADA CORP | $0 | – | -2,990 | -100.0% | -0.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-11-13
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 | 2024-05-13 |
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.