$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 17.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EEM | Buy | ISHARES TRmsci emg mkt etf | $2,809,000 | +1.7% | 65,446 | +2.6% | 2.13% | -3.6% |
| 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% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $1,779,000 | +6.7% | 4,840 | +3.0% | 1.35% | +1.2% |
| 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% |
| ABBV | Buy | ABBVIE INC | $1,533,000 | +2.1% | 16,209 | +0.0% | 1.16% | -3.1% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,464,000 | +6.9% | 1,213 | +0.1% | 1.11% | +1.5% |
| INTC | Buy | INTEL CORP | $1,395,000 | -4.8% | 29,505 | +0.0% | 1.06% | -9.7% |
| EWJ | Buy | ISHARES INCmsci jpn etf new | $1,316,000 | +7.3% | 21,846 | +3.1% | 1.00% | +1.7% |
| 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% |
| EWU | Buy | ISHARES TRmsci uk etf new | $928,000 | +15.3% | 27,187 | +17.5% | 0.70% | +9.3% |
| 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% |
| 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% |
| 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% |
| MCD | Buy | MCDONALDS CORP | $473,000 | +6.8% | 2,828 | +0.0% | 0.36% | +1.1% |
| WY | Buy | WEYERHAEUSER CO | $456,000 | -9.5% | 14,124 | +2.2% | 0.35% | -14.4% |
| 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% |
| EWQ | Buy | ISHARES INCmsci france etf | $426,000 | +4.2% | 13,572 | +1.3% | 0.32% | -1.2% |
| CL | Buy | COLGATE PALMOLIVE CO | $419,000 | +5.5% | 6,255 | +2.0% | 0.32% | 0.0% |
| 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% |
| AXP | Buy | AMERICAN EXPRESS CO | $378,000 | +17.4% | 3,546 | +7.8% | 0.29% | +11.2% |
| PG | Buy | PROCTER AND GAMBLE CO | $372,000 | +8.5% | 4,468 | +1.5% | 0.28% | +2.9% |
| 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% |
| FITB | Buy | FIFTH THIRD BANCORP | $327,000 | -2.7% | 11,695 | +0.0% | 0.25% | -7.8% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $306,000 | +15.0% | 8,633 | +6.6% | 0.23% | +9.4% |
| IEFA | New | ISHARES TRcore msci eafe | $290,000 | – | 4,526 | +100.0% | 0.22% | – |
| AMT | Buy | AMERICAN TOWER CORP NEW | $283,000 | +1.1% | 1,950 | +0.3% | 0.22% | -4.0% |
| C | Buy | CITIGROUP INC | $274,000 | +10.0% | 3,815 | +2.7% | 0.21% | +4.5% |
| PEP | Buy | PEPSICO INC | $266,000 | +19.3% | 2,382 | +16.2% | 0.20% | +12.8% |
| 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% | – |
| EWC | Buy | ISHARES INCmsci cda etf | $241,000 | +7.1% | 8,384 | +6.3% | 0.18% | +1.7% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $238,000 | +1.3% | 1,744 | +0.1% | 0.18% | -3.7% |
| LLY | New | LILLY ELI & CO | $231,000 | – | 2,149 | +100.0% | 0.18% | – |
| 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% |
| SIVB | New | SVB FINL GROUP | $214,000 | – | 690 | +100.0% | 0.16% | – |
| SNPS | New | SYNOPSYS INC | $211,000 | – | 2,135 | +100.0% | 0.16% | – |
| 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% | – |
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.