$131 Million is the total value of TIEMANN INVESTMENT ADVISORS, LLC's 177 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 13.8% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
MSFT | Buy | MICROSOFT CORP | $5,743,000 | +17.6% | 48,690 | +1.3% | 4.37% | +0.1% |
AAPL | Buy | APPLE INC | $5,366,000 | +21.1% | 28,249 | +0.6% | 4.09% | +3.1% |
AGG | Buy | ISHARES TRcore us aggbd et | $5,327,000 | +11.9% | 48,839 | +9.2% | 4.06% | -4.8% |
JPM | Buy | JPMORGAN CHASE & CO | $3,264,000 | +4.5% | 32,239 | +0.7% | 2.48% | -11.1% |
EEM | Buy | ISHARES TRmsci emg mkt etf | $3,160,000 | +23.0% | 73,614 | +11.9% | 2.41% | +4.7% |
JNJ | Buy | JOHNSON & JOHNSON | $2,752,000 | +8.8% | 19,684 | +0.4% | 2.10% | -7.4% |
CWI | Buy | SPDR INDEX SHS FDSmsci acwi exus | $2,451,000 | +17.9% | 67,676 | +6.6% | 1.87% | +0.3% |
BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $2,264,000 | +42.7% | 11,270 | +45.0% | 1.72% | +21.5% |
ORCL | Sell | ORACLE CORP | $2,119,000 | +17.9% | 39,460 | -0.9% | 1.61% | +0.3% |
IJS | Buy | ISHARES TRsp smcp600vl etf | $2,080,000 | +18.9% | 14,099 | +6.3% | 1.58% | +1.3% |
JPST | Buy | JP MORGAN EXCHANGE TRADED FDultra shrt inc | $1,856,000 | +22.8% | 36,891 | +22.4% | 1.41% | +4.5% |
ALL | ALLSTATE CORP | $1,753,000 | +14.0% | 18,609 | 0.0% | 1.34% | -3.0% | |
O | REALTY INCOME CORP | $1,747,000 | +16.7% | 23,750 | 0.0% | 1.33% | -0.7% | |
IGIB | Buy | ISHARES TRintrm tr crp etf | $1,735,000 | +5.9% | 31,457 | +0.6% | 1.32% | -9.9% |
MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $1,630,000 | +10.8% | 4,719 | -2.9% | 1.24% | -5.7% |
IJT | Buy | ISHARES TRs&p sml 600 gwt | $1,624,000 | +17.9% | 9,098 | +6.5% | 1.24% | +0.3% |
COST | Sell | COSTCO WHSL CORP NEW | $1,561,000 | +15.8% | 6,448 | -2.6% | 1.19% | -1.4% |
AMZN | Buy | AMAZON COM INC | $1,555,000 | +25.5% | 873 | +5.8% | 1.18% | +6.9% |
INTC | Sell | INTEL CORP | $1,528,000 | +13.9% | 28,452 | -0.5% | 1.16% | -3.1% |
SHW | Buy | SHERWIN WILLIAMS CO | $1,507,000 | +10.2% | 3,498 | +0.6% | 1.15% | -6.3% |
GOOGL | Buy | ALPHABET INCcap stk cl a | $1,498,000 | +15.8% | 1,273 | +2.8% | 1.14% | -1.4% |
UTX | Sell | UNITED TECHNOLOGIES CORP | $1,456,000 | +12.1% | 11,295 | -7.4% | 1.11% | -4.6% |
IJJ | Buy | ISHARES TRs&p mc 400vl etf | $1,455,000 | +20.9% | 9,271 | +6.6% | 1.11% | +3.0% |
WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $1,427,000 | -5.9% | 22,553 | +1.6% | 1.09% | -19.8% |
TIP | Sell | ISHARES TRtips bd etf | $1,405,000 | +0.9% | 12,424 | -2.2% | 1.07% | -14.1% |
XOM | Sell | EXXON MOBIL CORP | $1,378,000 | +12.1% | 17,055 | -5.4% | 1.05% | -4.5% |
EFA | Sell | ISHARES TRmsci eafe etf | $1,375,000 | +9.0% | 21,193 | -1.2% | 1.05% | -7.2% |
CRM | Buy | SALESFORCE COM INC | $1,372,000 | +19.7% | 8,665 | +3.6% | 1.04% | +2.0% |
EWJ | Buy | ISHARES INCmsci jpn etf new | $1,373,000 | +22.7% | 25,099 | +13.7% | 1.04% | +4.4% |
ABBV | ABBVIE INC | $1,327,000 | -12.6% | 16,465 | 0.0% | 1.01% | -25.6% | |
LQD | Sell | ISHARES TRiboxx inv cp etf | $1,224,000 | +1.6% | 10,277 | -3.7% | 0.93% | -13.5% |
ESS | Buy | ESSEX PPTY TR INC | $1,206,000 | +19.4% | 4,169 | +1.2% | 0.92% | +1.7% |
CSCO | Buy | CISCO SYS INC | $1,178,000 | +29.3% | 21,815 | +3.8% | 0.90% | +10.1% |
MCHP | MICROCHIP TECHNOLOGY INC | $1,121,000 | +15.3% | 13,513 | 0.0% | 0.85% | -1.7% | |
ABT | ABBOTT LABS | $1,117,000 | +10.5% | 13,973 | 0.0% | 0.85% | -6.0% | |
LOW | Sell | LOWES COS INC | $1,103,000 | +18.2% | 10,075 | -0.2% | 0.84% | +0.6% |
IJK | Buy | ISHARES TRs&p mc 400gr etf | $1,091,000 | +22.9% | 4,979 | +7.2% | 0.83% | +4.7% |
VAR | Buy | VARIAN MED SYS INC | $1,085,000 | +26.3% | 7,655 | +1.0% | 0.83% | +7.6% |
BA | Buy | BOEING CO | $1,073,000 | +18.4% | 2,814 | +0.1% | 0.82% | +0.9% |
EWU | Buy | ISHARES TRmsci uk etf new | $1,011,000 | +33.9% | 30,612 | +18.9% | 0.77% | +14.1% |
CAT | CATERPILLAR INC DEL | $993,000 | +6.7% | 7,330 | 0.0% | 0.76% | -9.2% | |
MRK | Sell | MERCK & CO INC | $990,000 | +8.6% | 11,909 | -0.2% | 0.75% | -7.6% |
IJR | Buy | ISHARES TRcore s&p scp etf | $977,000 | +17.7% | 12,668 | +5.8% | 0.74% | +0.3% |
PII | Sell | POLARIS INDS INC | $975,000 | +5.9% | 11,545 | -3.9% | 0.74% | -10.0% |
GLD | Buy | SPDR GOLD TRUST | $927,000 | +15.9% | 7,600 | +15.2% | 0.71% | -1.4% |
T | Buy | AT&T INC | $920,000 | +10.4% | 29,322 | +0.5% | 0.70% | -6.0% |
HD | Buy | HOME DEPOT INC | $892,000 | +12.9% | 4,646 | +1.1% | 0.68% | -4.0% |
IWB | ISHARES TRrus 1000 etf | $890,000 | +13.5% | 5,655 | 0.0% | 0.68% | -3.3% | |
VZ | Buy | VERIZON COMMUNICATIONS INC | $854,000 | +20.6% | 14,444 | +14.7% | 0.65% | +2.7% |
MMM | Sell | 3M CO | $845,000 | +8.8% | 4,067 | -0.2% | 0.64% | -7.5% |
CVX | Sell | CHEVRON CORP NEW | $786,000 | +8.0% | 6,377 | -4.7% | 0.60% | -8.1% |
IBM | Buy | INTERNATIONAL BUSINESS MACHS | $730,000 | +25.2% | 5,174 | +0.9% | 0.56% | +6.7% |
UNH | Buy | UNITEDHEALTH GROUP INC | $708,000 | +1.0% | 2,865 | +1.8% | 0.54% | -14.0% |
IEFA | Buy | ISHARES TRcore msci eafe | $679,000 | +19.8% | 11,179 | +8.5% | 0.52% | +2.0% |
IVE | Buy | ISHARES TRs&p 500 val etf | $672,000 | +13.9% | 5,958 | +2.2% | 0.51% | -3.0% |
PFE | PFIZER INC | $623,000 | -2.8% | 14,678 | 0.0% | 0.47% | -17.3% | |
IJH | Buy | ISHARES TRcore s&p mcp etf | $603,000 | +19.6% | 3,183 | +5.0% | 0.46% | +1.8% |
GOOG | Buy | ALPHABET INCcap stk cl c | $597,000 | +44.2% | 509 | +27.2% | 0.46% | +23.0% |
VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $595,000 | +13.1% | 14,008 | +1.4% | 0.45% | -3.6% |
DFS | Buy | DISCOVER FINL SVCS | $586,000 | +24.4% | 8,235 | +3.1% | 0.45% | +5.9% |
FB | Buy | FACEBOOK INCcl a | $581,000 | +47.1% | 3,488 | +15.8% | 0.44% | +25.2% |
IWM | ISHARES TRrussell 2000 etf | $562,000 | +14.2% | 3,673 | 0.0% | 0.43% | -2.7% | |
FFC | Buy | FLAHERTY&CRMN PFD SEC INCOM | $549,000 | +16.1% | 29,025 | +2.6% | 0.42% | -1.2% |
DIS | Buy | DISNEY WALT CO | $547,000 | +5.6% | 4,929 | +4.3% | 0.42% | -10.2% |
IVW | Sell | ISHARES TRs&p 500 grwt etf | $544,000 | +14.3% | 3,158 | -0.1% | 0.41% | -2.8% |
EXC | Buy | EXELON CORP | $543,000 | +33.7% | 10,825 | +20.3% | 0.41% | +13.8% |
TDTT | Sell | FLEXSHARES TRiboxx 3r targt | $543,000 | +0.7% | 22,313 | -1.3% | 0.41% | -14.3% |
V | VISA INC | $530,000 | +18.3% | 3,396 | 0.0% | 0.40% | +0.7% | |
INTU | Buy | INTUIT | $527,000 | +38.0% | 2,017 | +3.9% | 0.40% | +17.3% |
MCD | Sell | MCDONALDS CORP | $516,000 | +0.8% | 2,716 | -5.7% | 0.39% | -14.2% |
CMI | Buy | CUMMINS INC | $511,000 | +24.0% | 3,234 | +5.0% | 0.39% | +5.4% |
RDSA | ROYAL DUTCH SHELL PLCspons adr a | $505,000 | +7.4% | 8,063 | 0.0% | 0.38% | -8.3% | |
FISV | FISERV INC | $486,000 | +20.3% | 5,500 | 0.0% | 0.37% | +2.5% | |
EMN | Buy | EASTMAN CHEMICAL CO | $469,000 | +3.8% | 6,183 | +0.0% | 0.36% | -11.6% |
GD | GENERAL DYNAMICS CORP | $465,000 | +7.6% | 2,745 | 0.0% | 0.35% | -8.3% | |
IVV | Buy | ISHARES TRcore s&p500 etf | $464,000 | +13.2% | 1,632 | +0.2% | 0.35% | -3.8% |
AXP | Buy | AMERICAN EXPRESS CO | $463,000 | +37.0% | 4,232 | +19.3% | 0.35% | +16.9% |
NLY | Buy | ANNALY CAP MGMT INC | $462,000 | +17.9% | 46,266 | +15.8% | 0.35% | +0.3% |
BAC | BANK AMER CORP | $454,000 | +12.1% | 16,440 | 0.0% | 0.35% | -4.4% | |
PG | Buy | PROCTER AND GAMBLE CO | $453,000 | +15.0% | 4,357 | +1.8% | 0.34% | -2.0% |
UNP | Buy | UNION PACIFIC CORP | $451,000 | +21.6% | 2,696 | +0.6% | 0.34% | +3.3% |
CL | Buy | COLGATE PALMOLIVE CO | $442,000 | +17.9% | 6,455 | +2.4% | 0.34% | +0.6% |
ADBE | ADOBE INC | $440,000 | +18.0% | 1,650 | 0.0% | 0.34% | +0.3% | |
NKE | Sell | NIKE INCcl b | $437,000 | +8.7% | 5,195 | -4.2% | 0.33% | -7.5% |
KO | Sell | COCA COLA CO | $438,000 | -2.4% | 9,338 | -1.6% | 0.33% | -17.2% |
TLT | ISHARES TR20 yr tr bd etf | $436,000 | +4.1% | 3,445 | 0.0% | 0.33% | -11.5% | |
ISRG | Sell | INTUITIVE SURGICAL INC | $434,000 | +18.6% | 760 | -0.7% | 0.33% | +0.9% |
GS | Sell | GOLDMAN SACHS GROUP INC | $420,000 | +14.1% | 2,189 | -0.6% | 0.32% | -2.7% |
EWQ | Buy | ISHARES INCmsci france etf | $412,000 | +14.4% | 13,972 | +2.9% | 0.31% | -2.5% |
KMB | Sell | KIMBERLY CLARK CORP | $411,000 | +6.5% | 3,320 | -2.1% | 0.31% | -9.3% |
WFC | Sell | WELLS FARGO CO NEW | $407,000 | -4.2% | 8,421 | -8.6% | 0.31% | -18.4% |
EWG | Buy | ISHARES INCmsci germany etf | $406,000 | +8.0% | 15,083 | +1.7% | 0.31% | -8.0% |
DUK | DUKE ENERGY CORP NEW | $405,000 | +4.4% | 4,501 | 0.0% | 0.31% | -11.2% | |
BFB | Sell | BROWN FORMAN CORPcl b | $386,000 | +9.7% | 7,309 | -1.2% | 0.29% | -6.7% |
SBUX | Sell | STARBUCKS CORP | $379,000 | +14.2% | 5,100 | -1.2% | 0.29% | -2.7% |
UTG | Buy | REAVES UTIL INCOME FD | $377,000 | +14.6% | 11,205 | +0.2% | 0.29% | -2.4% |
GIS | Sell | GENERAL MLS INC | $377,000 | +24.4% | 7,284 | -6.4% | 0.29% | +5.9% |
SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $375,000 | +15.4% | 5,360 | +0.2% | 0.29% | -1.7% |
PSX | PHILLIPS 66 | $375,000 | +10.6% | 3,937 | 0.0% | 0.29% | -5.6% | |
SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $373,000 | +11.0% | 11,910 | +0.4% | 0.28% | -5.6% |
NVDA | Sell | NVIDIA CORP | $372,000 | +24.0% | 2,070 | -7.8% | 0.28% | +5.6% |
AMT | Buy | AMERICAN TOWER CORP NEW | $370,000 | +24.6% | 1,876 | +0.1% | 0.28% | +6.0% |
SAND | Buy | SANDSTORM GOLD LTD | $369,000 | +22.2% | 67,250 | +2.8% | 0.28% | +4.1% |
STZ | Buy | CONSTELLATION BRANDS INCcl a | $364,000 | +9.0% | 2,075 | +0.0% | 0.28% | -7.4% |
JFR | Sell | NUVEEN FLOATING RATE INCOME | $362,000 | -0.3% | 37,572 | -4.4% | 0.28% | -15.1% |
CMCSA | Buy | COMCAST CORP NEWcl a | $360,000 | +24.6% | 9,000 | +5.9% | 0.27% | +5.8% |
BMY | BRISTOL MYERS SQUIBB CO | $359,000 | -8.2% | 7,528 | 0.0% | 0.27% | -22.0% | |
GRA | GRACE W R & CO DEL NEW | $359,000 | +20.1% | 4,600 | 0.0% | 0.27% | +2.2% | |
DWDP | Buy | DOWDUPONT INC | $357,000 | -0.3% | 6,701 | +0.0% | 0.27% | -15.0% |
TDTF | FLEXSHARES TRiboxx 5yr trgt | $354,000 | +3.2% | 14,223 | 0.0% | 0.27% | -12.1% | |
EMR | Buy | EMERSON ELEC CO | $351,000 | +19.0% | 5,129 | +4.1% | 0.27% | +1.1% |
MFMS | New | RBB FD INCmfam smlcp grwth | $345,000 | – | 14,905 | +100.0% | 0.26% | – |
CSX | Buy | CSX CORP | $342,000 | +25.7% | 4,575 | +4.6% | 0.26% | +7.0% |
TMO | Sell | THERMO FISHER SCIENTIFIC INC | $338,000 | +5.3% | 1,235 | -13.9% | 0.26% | -10.5% |
A | Buy | AGILENT TECHNOLOGIES INC | $329,000 | +21.4% | 4,095 | +1.9% | 0.25% | +3.7% |
GPC | GENUINE PARTS CO | $319,000 | +16.4% | 2,850 | 0.0% | 0.24% | -0.8% | |
MFA | Buy | MFA FINL INC | $318,000 | +27.2% | 43,675 | +16.7% | 0.24% | +8.0% |
FITB | Buy | FIFTH THIRD BANCORP | $318,000 | +16.5% | 12,622 | +8.7% | 0.24% | -0.8% |
SPSB | SPDR SERIES TRUSTportfolio short | $316,000 | +1.3% | 10,350 | 0.0% | 0.24% | -13.6% | |
FDX | Buy | FEDEX CORP | $315,000 | +29.6% | 1,734 | +15.3% | 0.24% | +10.6% |
C | Buy | CITIGROUP INC | $311,000 | +53.2% | 5,005 | +28.7% | 0.24% | +30.2% |
RGLD | Buy | ROYAL GOLD INC | $302,000 | +6.3% | 3,325 | +0.2% | 0.23% | -9.4% |
IIPR | New | INNOVATIVE INDL PPTYS INC | $299,000 | – | 3,661 | +100.0% | 0.23% | – |
GDX | Sell | VANECK VECTORS ETF TRgold miners etf | $298,000 | +4.9% | 13,308 | -1.3% | 0.23% | -10.6% |
PEP | PEPSICO INC | $292,000 | +11.0% | 2,382 | 0.0% | 0.22% | -5.5% | |
COP | CONOCOPHILLIPS | $283,000 | +6.8% | 4,246 | 0.0% | 0.22% | -9.3% | |
MAR | MARRIOTT INTL INC NEWcl a | $280,000 | +15.2% | 2,235 | 0.0% | 0.21% | -1.8% | |
LLY | LILLY ELI & CO | $279,000 | +12.0% | 2,149 | 0.0% | 0.21% | -4.9% | |
AMGN | Buy | AMGEN INC | $279,000 | +1.1% | 1,469 | +3.5% | 0.21% | -14.2% |
ROK | ROCKWELL AUTOMATION INC | $278,000 | +16.3% | 1,585 | 0.0% | 0.21% | -0.9% | |
WMT | Sell | WALMART INC | $276,000 | -12.1% | 2,825 | -16.3% | 0.21% | -25.3% |
EWN | New | ISHARES INCmsci netherl etf | $272,000 | – | 9,103 | +100.0% | 0.21% | – |
GLW | Buy | CORNING INC | $272,000 | +24.8% | 8,225 | +13.8% | 0.21% | +6.2% |
EIX | Buy | EDISON INTL | $270,000 | +8.9% | 4,364 | +0.1% | 0.21% | -7.2% |
HYG | ISHARES TRiboxx hi yd etf | $270,000 | +6.7% | 3,125 | 0.0% | 0.21% | -8.8% | |
WY | Sell | WEYERHAEUSER CO | $269,000 | +5.1% | 10,221 | -12.6% | 0.20% | -10.5% |
EL | Sell | LAUDER ESTEE COS INCcl a | $257,000 | -3.7% | 1,555 | -24.3% | 0.20% | -18.0% |
HON | Sell | HONEYWELL INTL INC | $258,000 | +17.3% | 1,625 | -2.4% | 0.20% | -0.5% |
SQM | SOCIEDAD QUIMICA MINERA DE Cspon adr ser b | $258,000 | +0.4% | 6,700 | 0.0% | 0.20% | -14.8% | |
FIS | FIDELITY NATL INFORMATION SV | $257,000 | +10.3% | 2,275 | 0.0% | 0.20% | -5.8% | |
VRSN | Sell | VERISIGN INC | $258,000 | +16.7% | 1,420 | -4.7% | 0.20% | -1.0% |
KEYS | New | KEYSIGHT TECHNOLOGIES INC | $255,000 | – | 2,923 | +100.0% | 0.19% | – |
AEP | AMERICAN ELEC PWR CO INC | $255,000 | +12.3% | 3,040 | 0.0% | 0.19% | -4.4% | |
LIN | Sell | LINDE PLC | $253,000 | +7.2% | 1,440 | -5.0% | 0.19% | -8.5% |
HPQ | Sell | HP INC | $253,000 | -10.0% | 13,006 | -5.5% | 0.19% | -23.1% |
MPC | Sell | MARATHON PETE CORP | $252,000 | -5.3% | 4,205 | -6.7% | 0.19% | -19.3% |
SNPS | New | SYNOPSYS INC | $246,000 | – | 2,135 | +100.0% | 0.19% | – |
ALB | Sell | ALBEMARLE CORP | $246,000 | -3.9% | 3,003 | -9.5% | 0.19% | -18.3% |
TRV | Sell | TRAVELERS COMPANIES INC | $246,000 | +7.9% | 1,795 | -5.8% | 0.19% | -8.3% |
VLO | VALERO ENERGY CORP NEW | $241,000 | +13.1% | 2,845 | 0.0% | 0.18% | -4.2% | |
PAAS | PAN AMERICAN SILVER CORP | $239,000 | -9.1% | 18,000 | 0.0% | 0.18% | -22.6% | |
CVS | Sell | CVS HEALTH CORP | $237,000 | -19.9% | 4,387 | -2.8% | 0.18% | -32.1% |
EWL | ISHARES INCmsci switzerland | $230,000 | +12.2% | 6,516 | 0.0% | 0.18% | -4.4% | |
BPY | New | BROOKFIELD PPTY PARTNERS L Punit ltd partn | $230,000 | – | 11,200 | +100.0% | 0.18% | – |
BK | BANK NEW YORK MELLON CORP | $227,000 | +7.1% | 4,499 | 0.0% | 0.17% | -8.9% | |
WEC | New | WEC ENERGY GROUP INC | $227,000 | – | 2,873 | +100.0% | 0.17% | – |
EWD | Buy | ISHARES INCmsci sweden etf | $224,000 | +13.1% | 7,427 | +5.7% | 0.17% | -3.4% |
FNV | FRANCO NEVADA CORP | $224,000 | +6.7% | 2,990 | 0.0% | 0.17% | -9.0% | |
NFLX | New | NETFLIX INC | $225,000 | – | 630 | +100.0% | 0.17% | – |
STI | New | SUNTRUST BKS INC | $221,000 | – | 3,735 | +100.0% | 0.17% | – |
NEE | Sell | NEXTERA ENERGY INC | $219,000 | +9.5% | 1,134 | -1.6% | 0.17% | -6.7% |
EWC | New | ISHARES INCmsci cda etf | $219,000 | – | 7,920 | +100.0% | 0.17% | – |
JRO | Sell | NUVEEN FLTNG RTE INCM OPP FD | $218,000 | +2.3% | 22,720 | -3.6% | 0.17% | -13.1% |
MTD | New | METTLER TOLEDO INTERNATIONAL | $217,000 | – | 300 | +100.0% | 0.16% | – |
ROST | Sell | ROSS STORES INC | $215,000 | +7.5% | 2,305 | -4.2% | 0.16% | -8.4% |
PNC | Buy | PNC FINL SVCS GROUP INC | $212,000 | +5.0% | 1,728 | +0.1% | 0.16% | -11.0% |
DE | Sell | DEERE & CO | $212,000 | -2.3% | 1,328 | -8.6% | 0.16% | -17.0% |
NSC | New | NORFOLK SOUTHERN CORP | $211,000 | – | 1,129 | +100.0% | 0.16% | – |
ITW | New | ILLINOIS TOOL WKS INC | $212,000 | – | 1,475 | +100.0% | 0.16% | – |
SYK | New | STRYKER CORP | $209,000 | – | 1,060 | +100.0% | 0.16% | – |
CLX | New | CLOROX CO DEL | $209,000 | – | 1,303 | +100.0% | 0.16% | – |
PAYX | New | PAYCHEX INC | $207,000 | – | 2,575 | +100.0% | 0.16% | – |
EWH | New | ISHARES INCmsci hong kg etf | $206,000 | – | 7,849 | +100.0% | 0.16% | – |
EQR | New | EQUITY RESIDENTIALsh ben int | $204,000 | – | 2,710 | +100.0% | 0.16% | – |
TXN | New | TEXAS INSTRS INC | $204,000 | – | 1,920 | +100.0% | 0.16% | – |
DLR | Sell | DIGITAL RLTY TR INC | $203,000 | -29.8% | 1,710 | -36.9% | 0.16% | -40.2% |
AMAT | New | APPLIED MATLS INC | $200,000 | – | 5,036 | +100.0% | 0.15% | – |
ABB | Exit | ABB LTDsponsored adr | $0 | – | -10,500 | -100.0% | -0.18% | – |
EOG | Exit | EOG RES INC | $0 | – | -2,305 | -100.0% | -0.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-14
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.