$188 Million is the total value of TIEMANN INVESTMENT ADVISORS, LLC's 201 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 14.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AGG | Buy | ISHARES TRcore us aggbd et | $13,605,000 | +21.8% | 115,107 | +21.7% | 7.23% | +4.5% |
| AAPL | Sell | APPLE INC | $12,105,000 | +10.6% | 91,226 | -3.4% | 6.44% | -5.1% |
| MSFT | Sell | MICROSOFT CORP | $9,110,000 | +3.4% | 40,960 | -2.2% | 4.84% | -11.3% |
| NET | Sell | CLOUDFLARE INC | $4,641,000 | +40.3% | 61,069 | -24.2% | 2.47% | +20.3% |
| IEFA | Buy | ISHARES TRcore msci eafe | $4,380,000 | +35.1% | 63,401 | +17.9% | 2.33% | +15.9% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $4,148,000 | +20.7% | 80,286 | +3.0% | 2.20% | +3.5% |
| JPM | Sell | JPMORGAN CHASE & CO | $3,764,000 | +30.4% | 29,618 | -1.2% | 2.00% | +11.9% |
| CWI | Sell | SPDR INDEX SHS FDSmsci acwi exus | $3,466,000 | +13.8% | 125,369 | -1.0% | 1.84% | -2.4% |
| AMZN | Buy | AMAZON COM INC | $3,084,000 | +6.6% | 947 | +3.0% | 1.64% | -8.6% |
| JPST | Buy | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $3,060,000 | +13.7% | 60,246 | +13.7% | 1.63% | -2.5% |
| JNJ | Sell | JOHNSON & JOHNSON | $2,809,000 | +5.2% | 17,850 | -0.4% | 1.49% | -9.7% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $2,635,000 | +8.4% | 11,365 | -0.4% | 1.40% | -7.0% |
| COST | Sell | COSTCO WHSL CORP NEW | $2,417,000 | +6.0% | 6,414 | -0.1% | 1.28% | -9.1% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $2,372,000 | +43.8% | 29,175 | +116.6% | 1.26% | +23.4% |
| ORCL | Buy | ORACLE CORP | $2,263,000 | +10.4% | 34,980 | +1.9% | 1.20% | -5.4% |
| SHW | Sell | SHERWIN WILLIAMS CO | $2,261,000 | +2.7% | 3,077 | -2.6% | 1.20% | -11.9% |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $2,140,000 | +29.9% | 18,738 | +100.6% | 1.14% | +11.5% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $2,124,000 | +15.3% | 1,212 | -3.6% | 1.13% | -1.1% |
| CRM | Buy | SALESFORCE COM INC | $2,045,000 | -9.5% | 9,190 | +2.2% | 1.09% | -22.4% |
| ALL | Sell | ALLSTATE CORP | $1,973,000 | +15.4% | 17,944 | -1.2% | 1.05% | -1.0% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $1,951,000 | +24.0% | 4,645 | -0.0% | 1.04% | +6.2% |
| GLD | SPDR GOLD TR | $1,939,000 | +0.7% | 10,872 | 0.0% | 1.03% | -13.7% | |
| IGIB | ISHARES TR | $1,837,000 | +1.6% | 29,732 | 0.0% | 0.98% | -12.8% | |
| IJR | Sell | ISHARES TRcore s&p scp etf | $1,807,000 | +25.8% | 19,661 | -3.8% | 0.96% | +8.0% |
| ABBV | Buy | ABBVIE INC | $1,695,000 | +32.2% | 15,819 | +8.0% | 0.90% | +13.3% |
| EWJ | Sell | ISHARES INCmsci jpn etf new | $1,655,000 | +13.2% | 24,503 | -1.0% | 0.88% | -2.9% |
| ABT | Buy | ABBOTT LABS | $1,621,000 | +14.5% | 14,802 | +13.8% | 0.86% | -1.8% |
| LOW | LOWES COS INC | $1,500,000 | -3.2% | 9,348 | 0.0% | 0.80% | -17.1% | |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $1,498,000 | +27.6% | 6,516 | +2.8% | 0.80% | +9.3% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $1,485,000 | -1.9% | 9,412 | +1.5% | 0.79% | -15.8% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $1,476,000 | +23.6% | 17,102 | +93.2% | 0.78% | +6.1% |
| TIP | Buy | ISHARES TRtips bd etf | $1,449,000 | +4.5% | 11,354 | +3.7% | 0.77% | -10.4% |
| MCHP | Sell | MICROCHIP TECHNOLOGY INC. | $1,389,000 | +33.9% | 10,056 | -0.3% | 0.74% | +14.8% |
| O | Buy | REALTY INCOME CORP | $1,361,000 | +2.4% | 21,886 | +0.1% | 0.72% | -12.1% |
| EFA | Sell | ISHARES TRmsci eafe etf | $1,341,000 | +14.6% | 18,374 | -0.1% | 0.71% | -1.7% |
| MS | Buy | MORGAN STANLEY | $1,303,000 | +423.3% | 19,020 | +269.3% | 0.69% | +350.0% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $1,296,000 | +18.0% | 17,940 | +290.8% | 0.69% | +1.2% |
| LQD | ISHARES TRiboxx inv cp etf | $1,295,000 | +2.5% | 9,377 | 0.0% | 0.69% | -12.0% | |
| TSLA | Buy | TESLA INC | $1,260,000 | +83.7% | 1,785 | +11.6% | 0.67% | +57.6% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $1,249,000 | +16.9% | 713 | -1.9% | 0.66% | +0.3% |
| INTC | Buy | INTEL CORP | $1,244,000 | +1.7% | 24,969 | +5.7% | 0.66% | -12.8% |
| CAT | CATERPILLAR INC | $1,198,000 | +22.0% | 6,583 | 0.0% | 0.64% | +4.6% | |
| IWB | ISHARES TRrus 1000 etf | $1,138,000 | +13.2% | 5,370 | 0.0% | 0.60% | -2.9% | |
| HD | Sell | HOME DEPOT INC | $1,071,000 | -7.5% | 4,031 | -3.4% | 0.57% | -20.8% |
| NVDA | Sell | NVIDIA CORPORATION | $1,062,000 | -17.2% | 2,033 | -14.1% | 0.56% | -28.9% |
| V | Buy | VISA INC | $1,059,000 | +26.4% | 4,841 | +15.5% | 0.56% | +8.5% |
| MMM | Buy | 3M CO | $1,039,000 | +9.6% | 5,944 | +0.4% | 0.55% | -6.1% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $1,039,000 | +21.7% | 2,963 | +8.2% | 0.55% | +4.3% |
| ESS | Buy | ESSEX PPTY TR INC | $978,000 | +19.0% | 4,119 | +0.6% | 0.52% | +2.2% |
| DIS | Sell | DISNEY WALT CO | $940,000 | +44.4% | 5,188 | -1.0% | 0.50% | +24.1% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $938,000 | +8.9% | 14,692 | +294.1% | 0.50% | -6.6% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $896,000 | +11.3% | 7,002 | -2.2% | 0.48% | -4.6% |
| AMGN | Buy | AMGEN INC | $887,000 | +96.7% | 3,860 | +117.6% | 0.47% | +68.6% |
| PII | Sell | POLARIS INC | $877,000 | -2.2% | 9,205 | -3.2% | 0.47% | -16.2% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $874,000 | -0.7% | 14,871 | +0.5% | 0.46% | -14.7% |
| FFC | Buy | FLAHERTY & CRUMRINE PFD SECS | $871,000 | +12.5% | 37,173 | +0.7% | 0.46% | -3.5% |
| CSCO | Sell | CISCO SYS INC | $864,000 | +11.9% | 19,297 | -1.5% | 0.46% | -4.0% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $823,000 | +24.1% | 11,502 | -0.2% | 0.44% | +6.6% |
| VAR | Sell | VARIAN MED SYS INC | $812,000 | -38.2% | 4,640 | -39.3% | 0.43% | -46.9% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $791,000 | +18.4% | 967 | +2.7% | 0.42% | +1.7% |
| MRK | MERCK & CO. INC | $791,000 | -1.4% | 9,670 | 0.0% | 0.42% | -15.3% | |
| T | Sell | AT&T INC | $781,000 | -5.3% | 27,172 | -6.0% | 0.42% | -18.8% |
| FB | Sell | FACEBOOK INCcl a | $745,000 | -14.2% | 2,728 | -17.7% | 0.40% | -26.4% |
| DFS | Sell | DISCOVER FINL SVCS | $738,000 | +53.8% | 8,150 | -1.8% | 0.39% | +32.0% |
| ELS | New | EQUITY LIFESTYLE PPTYS INC | $733,000 | – | 11,571 | +100.0% | 0.39% | – |
| CMI | Sell | CUMMINS INC | $723,000 | +6.8% | 3,183 | -0.7% | 0.38% | -8.6% |
| ADBE | ADOBE SYSTEMS INCORPORATED | $705,000 | +1.9% | 1,410 | 0.0% | 0.38% | -12.6% | |
| IVV | Sell | ISHARES TRcore s&p500 etf | $703,000 | -17.8% | 1,874 | -26.4% | 0.37% | -29.4% |
| TDTT | Buy | FLEXSHARES TRiboxx 3r targt | $669,000 | +28.7% | 25,630 | +27.3% | 0.36% | +10.6% |
| UNP | Buy | UNION PAC CORP | $665,000 | +36.0% | 3,196 | +28.8% | 0.35% | +16.8% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $666,000 | +34.0% | 12,709 | +18.2% | 0.35% | +14.9% |
| MFMS | RBB FD INCmfam smlcp grwth | $655,000 | +25.5% | 17,005 | 0.0% | 0.35% | +7.4% | |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $645,000 | +9.5% | 16,184 | -1.3% | 0.34% | -6.0% |
| PG | Sell | PROCTER AND GAMBLE CO | $639,000 | -2.0% | 4,591 | -2.1% | 0.34% | -15.8% |
| NFLX | NETFLIX INC | $635,000 | +8.2% | 1,174 | 0.0% | 0.34% | -7.1% | |
| IWM | ISHARES TRrussell 2000 etf | $625,000 | +30.8% | 3,190 | 0.0% | 0.33% | +12.2% | |
| SBUX | Sell | STARBUCKS CORP | $625,000 | +19.7% | 5,845 | -3.9% | 0.33% | +2.5% |
| WMT | Buy | WALMART INC | $591,000 | +4.6% | 4,100 | +1.6% | 0.31% | -10.3% |
| FDX | Buy | FEDEX CORP | $588,000 | +43.4% | 2,263 | +39.0% | 0.31% | +23.2% |
| CL | COLGATE PALMOLIVE CO | $567,000 | +11.0% | 6,625 | 0.0% | 0.30% | -5.0% | |
| GS | Buy | GOLDMAN SACHS GROUP INC | $559,000 | +32.8% | 2,120 | +1.2% | 0.30% | +13.8% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $550,000 | +41.8% | 10,973 | +22.3% | 0.29% | +21.7% |
| EWU | Sell | ISHARES TRmsci uk etf new | $544,000 | -7.3% | 18,587 | -19.3% | 0.29% | -20.6% |
| ALB | Sell | ALBEMARLE CORP | $544,000 | +58.1% | 3,686 | -4.3% | 0.29% | +35.7% |
| BMY | BRISTOL-MYERS SQUIBB CO | $544,000 | +3.0% | 8,763 | 0.0% | 0.29% | -11.6% | |
| BAC | Buy | BK OF AMERICA CORP | $535,000 | +49.9% | 17,650 | +19.1% | 0.28% | +28.5% |
| EMN | Sell | EASTMAN CHEM CO | $534,000 | +25.9% | 5,323 | -1.8% | 0.28% | +8.0% |
| VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $527,000 | -1.7% | 4,426 | -16.4% | 0.28% | -15.7% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $527,000 | -4.4% | 4,186 | -7.5% | 0.28% | -18.1% |
| MCD | Sell | MCDONALDS CORP | $519,000 | -3.4% | 2,417 | -1.2% | 0.28% | -17.1% |
| FISV | Sell | FISERV INC | $512,000 | +9.9% | 4,500 | -0.6% | 0.27% | -5.9% |
| KO | Buy | COCA COLA CO | $508,000 | +11.2% | 9,268 | +0.1% | 0.27% | -4.6% |
| PFE | Buy | PFIZER INC | $504,000 | +11.3% | 13,681 | +10.9% | 0.27% | -4.6% |
| MDT | Buy | MEDTRONIC PLC | $490,000 | +14.0% | 4,180 | +1.0% | 0.26% | -2.2% |
| INTU | Sell | INTUIT | $488,000 | +13.0% | 1,284 | -3.0% | 0.26% | -3.4% |
| IIPR | Buy | INNOVATIVE INDL PPTYS INC | $484,000 | +48.0% | 2,640 | +0.2% | 0.26% | +26.6% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $476,000 | +30.1% | 5,353 | -0.2% | 0.25% | +11.5% |
| SAND | Sell | SANDSTORM GOLD LTD | $470,000 | -27.8% | 65,600 | -14.9% | 0.25% | -38.0% |
| DUK | DUKE ENERGY CORP NEW | $464,000 | +3.3% | 5,073 | 0.0% | 0.25% | -11.2% | |
| AMAT | Sell | APPLIED MATLS INC | $459,000 | +39.9% | 5,316 | -3.6% | 0.24% | +20.2% |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $457,000 | +22.8% | 2,087 | +6.4% | 0.24% | +5.2% |
| KMB | Sell | KIMBERLY-CLARK CORP | $452,000 | -9.6% | 3,355 | -0.9% | 0.24% | -22.6% |
| EWQ | ISHARES INCmsci france etf | $448,000 | +19.1% | 13,472 | 0.0% | 0.24% | +2.1% | |
| NEE | Buy | NEXTERA ENERGY INC | $445,000 | +18.0% | 5,769 | +325.1% | 0.24% | +1.3% |
| SNPS | SYNOPSYS INC | $445,000 | +21.3% | 1,715 | 0.0% | 0.24% | +4.4% | |
| HON | Buy | HONEYWELL INTL INC | $434,000 | +56.7% | 2,042 | +21.2% | 0.23% | +34.3% |
| AMT | Sell | AMERICAN TOWER CORP NEW | $431,000 | -8.5% | 1,918 | -1.6% | 0.23% | -21.6% |
| EWG | Sell | ISHARES INCmsci germany etf | $429,000 | +7.2% | 13,512 | -1.6% | 0.23% | -8.1% |
| TDTF | Buy | FLEXSHARES TRiboxx 5yr trgt | $428,000 | +16.0% | 15,404 | +15.0% | 0.23% | -0.4% |
| GD | GENERAL DYNAMICS CORP | $427,000 | +7.6% | 2,870 | 0.0% | 0.23% | -7.7% | |
| EMR | EMERSON ELEC CO | $422,000 | +22.7% | 5,245 | 0.0% | 0.22% | +5.2% | |
| GIS | Buy | GENERAL MLS INC | $416,000 | -4.6% | 7,073 | +0.0% | 0.22% | -18.1% |
| APD | Sell | AIR PRODS & CHEMS INC | $404,000 | -9.0% | 1,477 | -1.0% | 0.22% | -21.8% |
| CSX | Buy | CSX CORP | $405,000 | +16.7% | 4,466 | +0.0% | 0.22% | 0.0% |
| LIN | Sell | LINDE PLC | $404,000 | +8.9% | 1,535 | -1.6% | 0.22% | -6.5% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $398,000 | -8.9% | 855 | -13.6% | 0.21% | -21.8% |
| EWN | Buy | ISHARES INCmsci netherl etf | $399,000 | +18.8% | 9,646 | +0.0% | 0.21% | +1.9% |
| KEYS | Sell | KEYSIGHT TECHNOLOGIES INC | $380,000 | +31.5% | 2,875 | -1.7% | 0.20% | +12.8% |
| FNV | FRANCO NEV CORP | $375,000 | -10.1% | 2,990 | 0.0% | 0.20% | -22.9% | |
| ROK | ROCKWELL AUTOMATION INC | $365,000 | +13.7% | 1,455 | 0.0% | 0.19% | -2.5% | |
| CARR | Sell | CARRIER GLOBAL CORPORATION | $362,000 | +21.5% | 9,597 | -1.5% | 0.19% | +3.8% |
| NKE | Sell | NIKE INCcl b | $354,000 | -17.7% | 2,500 | -27.0% | 0.19% | -29.6% |
| RGLD | Sell | ROYAL GOLD INC | $354,000 | -24.7% | 3,332 | -14.9% | 0.19% | -35.4% |
| MTD | Sell | METTLER TOLEDO INTERNATIONAL | $351,000 | +9.0% | 308 | -7.5% | 0.19% | -6.5% |
| BLK | Buy | BLACKROCK INC | $352,000 | +34.9% | 488 | +5.4% | 0.19% | +15.4% |
| UTG | Buy | REAVES UTIL INCOME FD | $343,000 | +5.2% | 10,457 | +0.3% | 0.18% | -9.9% |
| SLYV | New | SPDR SER TRs&p 600 smcp val | $338,000 | – | 5,107 | +100.0% | 0.18% | – |
| TXN | New | TEXAS INSTRS INC | $336,000 | – | 2,050 | +100.0% | 0.18% | – |
| SPSB | SPDR SER TRportfolio short | $325,000 | 0.0% | 10,350 | 0.0% | 0.17% | -13.9% | |
| BFB | Buy | BROWN FORMAN CORPcl b | $326,000 | +5.5% | 4,105 | +0.1% | 0.17% | -9.9% |
| CP | CANADIAN PAC RY LTD | $326,000 | +14.0% | 940 | 0.0% | 0.17% | -2.3% | |
| DE | DEERE & CO | $325,000 | +21.3% | 1,207 | 0.0% | 0.17% | +4.2% | |
| OTIS | Sell | OTIS WORLDWIDE CORP | $324,000 | +8.0% | 4,799 | -0.2% | 0.17% | -7.5% |
| DLR | Sell | DIGITAL RLTY TR INC | $324,000 | -9.2% | 2,321 | -4.5% | 0.17% | -22.2% |
| MAR | MARRIOTT INTL INC NEWcl a | $324,000 | +42.1% | 2,458 | 0.0% | 0.17% | +22.0% | |
| LLY | LILLY ELI & CO | $321,000 | +13.8% | 1,903 | 0.0% | 0.17% | -2.3% | |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $317,000 | +41.5% | 5,330 | +24.3% | 0.17% | +21.6% |
| KSU | Sell | KANSAS CITY SOUTHERN | $314,000 | +9.4% | 1,536 | -3.1% | 0.17% | -6.2% |
| FIS | FIDELITY NATL INFORMATION SV | $311,000 | -4.0% | 2,200 | 0.0% | 0.16% | -17.9% | |
| SCHB | New | SCHWAB STRATEGIC TRus brd mkt etf | $310,000 | – | 3,410 | +100.0% | 0.16% | – |
| PEP | PEPSICO INC | $311,000 | +6.9% | 2,100 | 0.0% | 0.16% | -8.3% | |
| EXC | Sell | EXELON CORP | $309,000 | +2.3% | 7,330 | -13.3% | 0.16% | -12.3% |
| DHI | Sell | D R HORTON INC | $306,000 | -9.7% | 4,435 | -1.1% | 0.16% | -22.4% |
| DLN | New | WISDOMTREE TRus largecap divd | $307,000 | – | 2,853 | +100.0% | 0.16% | – |
| XOM | Sell | EXXON MOBIL CORP | $307,000 | +15.0% | 7,446 | -4.4% | 0.16% | -1.2% |
| ADM | Buy | ARCHER DANIELS MIDLAND CO | $302,000 | +8.6% | 5,989 | +0.1% | 0.16% | -6.4% |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $299,000 | – | 800 | +100.0% | 0.16% | – |
| ITW | Sell | ILLINOIS TOOL WKS INC | $293,000 | +3.9% | 1,435 | -1.7% | 0.16% | -10.9% |
| LMT | Sell | LOCKHEED MARTIN CORP | $294,000 | -24.2% | 828 | -18.3% | 0.16% | -35.0% |
| UL | New | UNILEVER PLCspon adr new | $291,000 | – | 4,825 | +100.0% | 0.16% | – |
| EWL | Buy | ISHARES INCmsci switzerland | $292,000 | +9.0% | 6,535 | +0.0% | 0.16% | -6.6% |
| HPQ | Buy | HP INC | $289,000 | +33.8% | 11,756 | +3.5% | 0.15% | +14.9% |
| GPC | GENUINE PARTS CO | $289,000 | +5.5% | 2,880 | 0.0% | 0.15% | -9.4% | |
| EWD | Buy | ISHARES INCmsci sweden etf | $278,000 | +12.6% | 6,990 | +0.1% | 0.15% | -3.3% |
| EIX | Buy | EDISON INTL | $274,000 | +24.0% | 4,358 | +0.0% | 0.15% | +6.6% |
| AXP | Sell | AMERICAN EXPRESS CO | $274,000 | +19.1% | 2,267 | -1.0% | 0.15% | +2.1% |
| TSM | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $275,000 | +34.8% | 2,522 | 0.0% | 0.15% | +15.9% | |
| CVX | Sell | CHEVRON CORP NEW | $273,000 | +9.2% | 3,238 | -6.8% | 0.14% | -6.5% |
| ZTS | Buy | ZOETIS INCcl a | $272,000 | +0.4% | 1,646 | +0.6% | 0.14% | -13.7% |
| ABB | ABB LTDsponsored adr | $263,000 | +10.0% | 9,410 | 0.0% | 0.14% | -5.4% | |
| TRV | Buy | TRAVELERS COMPANIES INC | $262,000 | +37.2% | 1,866 | +5.7% | 0.14% | +17.8% |
| GDX | VANECK VECTORS ETF TRgold miners etf | $261,000 | -8.1% | 7,258 | 0.0% | 0.14% | -21.0% | |
| PHYS | SPROTT PHYSICAL GOLD TRunit | $258,000 | +5.7% | 13,310 | 0.0% | 0.14% | -9.3% | |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $257,000 | -10.5% | 1,525 | -11.6% | 0.14% | -23.0% |
| FBHS | Buy | FORTUNE BRANDS HOME & SEC IN | $255,000 | -0.8% | 2,969 | +0.2% | 0.14% | -14.5% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $255,000 | +2.8% | 3,065 | +0.8% | 0.14% | -11.7% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $256,000 | +2.0% | 717 | -3.4% | 0.14% | -12.8% |
| FMC | Sell | FMC CORP | $255,000 | +6.2% | 2,215 | -2.2% | 0.14% | -8.7% |
| GLW | Sell | CORNING INC | $249,000 | +7.8% | 6,925 | -2.8% | 0.13% | -7.7% |
| GM | New | GENERAL MTRS CO | $247,000 | – | 5,925 | +100.0% | 0.13% | – |
| SYY | New | SYSCO CORP | $246,000 | – | 3,310 | +100.0% | 0.13% | – |
| CLX | Sell | CLOROX CO DEL | $246,000 | -5.0% | 1,217 | -1.1% | 0.13% | -18.6% |
| TFC | Sell | TRUIST FINL CORP | $244,000 | +20.8% | 5,099 | -4.1% | 0.13% | +4.0% |
| EWC | ISHARES INCmsci cda etf | $244,000 | +12.4% | 7,920 | 0.0% | 0.13% | -3.0% | |
| JPEM | New | J P MORGAN EXCHANGE-TRADED Fdiv rtn em eqt | $243,000 | – | 4,430 | +100.0% | 0.13% | – |
| LH | LABORATORY CORP AMER HLDGS | $241,000 | +8.1% | 1,185 | 0.0% | 0.13% | -7.2% | |
| EWA | New | ISHARES INCmsci aust etf | $239,000 | – | 9,983 | +100.0% | 0.13% | – |
| GRA | New | GRACE W R & CO DEL NEW | $236,000 | – | 4,300 | +100.0% | 0.12% | – |
| BA | New | BOEING CO | $230,000 | – | 1,075 | +100.0% | 0.12% | – |
| PLD | PROLOGIS INC. | $228,000 | -1.3% | 2,291 | 0.0% | 0.12% | -15.4% | |
| FITB | New | FIFTH THIRD BANCORP | $228,000 | – | 8,252 | +100.0% | 0.12% | – |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $225,000 | +12.5% | 6,257 | -1.9% | 0.12% | -3.2% |
| RIO | New | RIO TINTO PLCsonsored adr | $226,000 | – | 3,000 | +100.0% | 0.12% | – |
| BIIB | Buy | BIOGEN INC | $226,000 | -4.6% | 925 | +10.8% | 0.12% | -18.4% |
| CCI | CROWN CASTLE INTL CORP NEW | $220,000 | -4.8% | 1,385 | 0.0% | 0.12% | -18.2% | |
| WY | New | WEYERHAEUSER CO MTN BE | $218,000 | – | 6,509 | +100.0% | 0.12% | – |
| AON | AON PLC | $216,000 | +2.4% | 1,021 | 0.0% | 0.12% | -12.2% | |
| SIVB | New | SVB FINANCIAL GROUP | $215,000 | – | 555 | +100.0% | 0.11% | – |
| SCHX | New | SCHWAB STRATEGIC TRus lrg cap etf | $212,000 | – | 2,335 | +100.0% | 0.11% | – |
| EW | Sell | EDWARDS LIFESCIENCES CORP | $211,000 | +2.9% | 2,315 | -9.7% | 0.11% | -11.8% |
| ECL | ECOLAB INC | $211,000 | +8.2% | 977 | 0.0% | 0.11% | -7.4% | |
| STE | New | STERIS PLC | $209,000 | – | 1,102 | +100.0% | 0.11% | – |
| TGT | Sell | TARGET CORP | $205,000 | -0.5% | 1,161 | -11.3% | 0.11% | -14.8% |
| MGA | New | MAGNA INTL INC | $205,000 | – | 2,900 | +100.0% | 0.11% | – |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $203,000 | -1.0% | 3,470 | -2.8% | 0.11% | -15.0% |
| NSC | New | NORFOLK SOUTHN CORP | $204,000 | – | 859 | +100.0% | 0.11% | – |
| USB | New | US BANCORP DEL | $201,000 | – | 4,305 | +100.0% | 0.11% | – |
| CVS | New | CVS HEALTH CORP | $200,000 | – | 2,929 | +100.0% | 0.11% | – |
| K | KELLOGG CO | $191,000 | -3.5% | 3,067 | 0.0% | 0.10% | -17.1% | |
| EL | Sell | LAUDER ESTEE COS INCcl a | $188,000 | -9.6% | 705 | -26.2% | 0.10% | -22.5% |
| GILD | Sell | GILEAD SCIENCES INC | $187,000 | -10.1% | 3,210 | -2.4% | 0.10% | -23.3% |
| D | Exit | DOMINION ENERGY INC | $0 | – | -2,520 | -100.0% | -0.12% | – |
| NLY | Exit | ANNALY CAPITAL MANAGEMENT IN | $0 | – | -30,160 | -100.0% | -0.13% | – |
| CDNS | Exit | CADENCE DESIGN SYSTEM INC | $0 | – | -2,030 | -100.0% | -0.13% | – |
| C | Exit | CITIGROUP INC | $0 | – | -7,595 | -100.0% | -0.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-16
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.