$201 Million is the total value of TIEMANN INVESTMENT ADVISORS, LLC's 206 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 4.5% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AGG | Buy | ISHARES TRcore us aggbd et | $14,941,000 | +9.8% | 131,259 | +14.0% | 7.45% | +3.0% |
AAPL | Sell | APPLE INC | $11,041,000 | -8.8% | 90,384 | -0.9% | 5.50% | -14.5% |
MSFT | Buy | MICROSOFT CORP | $9,946,000 | +9.2% | 42,183 | +3.0% | 4.96% | +2.4% |
IEFA | Buy | ISHARES TRcore msci eafe | $4,751,000 | +8.5% | 65,938 | +4.0% | 2.37% | +1.7% |
JPM | Sell | JPMORGAN CHASE & CO | $4,346,000 | +15.5% | 28,549 | -3.6% | 2.17% | +8.2% |
NET | Sell | CLOUDFLARE INC | $4,273,000 | -7.9% | 60,819 | -0.4% | 2.13% | -13.7% |
EEM | Sell | ISHARES TRmsci emg mkt etf | $4,216,000 | +1.6% | 79,042 | -1.5% | 2.10% | -4.7% |
CWI | Sell | SPDR INDEX SHS FDSmsci acwi exus | $3,543,000 | +2.2% | 122,564 | -2.2% | 1.77% | -4.2% |
JPST | Sell | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $3,052,000 | -0.3% | 60,127 | -0.2% | 1.52% | -6.5% |
BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $3,031,000 | +15.0% | 11,865 | +4.4% | 1.51% | +7.9% |
AMZN | Sell | AMAZON COM INC | $2,915,000 | -5.5% | 942 | -0.5% | 1.45% | -11.4% |
JNJ | Sell | JOHNSON & JOHNSON | $2,914,000 | +3.7% | 17,731 | -0.7% | 1.45% | -2.7% |
IJS | Sell | ISHARES TRsp smcp600vl etf | $2,857,000 | +20.4% | 28,362 | -2.8% | 1.42% | +12.9% |
GOOGL | Sell | ALPHABET INCcap stk cl a | $2,419,000 | +13.9% | 1,173 | -3.2% | 1.21% | +6.8% |
ORCL | Sell | ORACLE CORP | $2,397,000 | +5.9% | 34,155 | -2.4% | 1.20% | -0.7% |
IJT | Sell | ISHARES TRs&p sml 600 gwt | $2,317,000 | +8.3% | 18,071 | -3.6% | 1.16% | +1.5% |
COST | Sell | COSTCO WHSL CORP NEW | $2,201,000 | -8.9% | 6,245 | -2.6% | 1.10% | -14.6% |
MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $2,196,000 | +12.6% | 4,612 | -0.7% | 1.10% | +5.6% |
IJR | Sell | ISHARES TRcore s&p scp etf | $2,133,000 | +18.0% | 19,651 | -0.1% | 1.06% | +10.6% |
SHW | Sell | SHERWIN WILLIAMS CO | $2,119,000 | -6.3% | 2,871 | -6.7% | 1.06% | -12.1% |
ALL | ALLSTATE CORP | $2,062,000 | +4.5% | 17,944 | 0.0% | 1.03% | -2.0% | |
CRM | Sell | SALESFORCE COM INC | $1,941,000 | -5.1% | 9,160 | -0.3% | 0.97% | -11.0% |
ABBV | Buy | ABBVIE INC | $1,846,000 | +8.9% | 17,056 | +7.8% | 0.92% | +2.1% |
IJH | Buy | ISHARES TRcore s&p mcp etf | $1,761,000 | +17.6% | 6,765 | +3.8% | 0.88% | +10.3% |
LOW | Sell | LOWES COS INC | $1,759,000 | +17.3% | 9,248 | -1.1% | 0.88% | +10.0% |
IGIB | Sell | ISHARES TR | $1,754,000 | -4.5% | 29,607 | -0.4% | 0.87% | -10.5% |
ABT | Sell | ABBOTT LABS | $1,706,000 | +5.2% | 14,232 | -3.9% | 0.85% | -1.4% |
IJJ | Sell | ISHARES TRs&p mc 400vl etf | $1,694,000 | +14.8% | 16,619 | -2.8% | 0.84% | +7.5% |
GLD | Sell | SPDR GOLD TR | $1,683,000 | -13.2% | 10,522 | -3.2% | 0.84% | -18.6% |
EWJ | Sell | ISHARES INCmsci jpn etf new | $1,646,000 | -0.5% | 24,018 | -2.0% | 0.82% | -6.8% |
INTC | Buy | INTEL CORP | $1,641,000 | +31.9% | 25,636 | +2.7% | 0.82% | +23.8% |
CAT | Buy | CATERPILLAR INC | $1,626,000 | +35.7% | 7,013 | +6.5% | 0.81% | +27.2% |
MCHP | MICROCHIP TECHNOLOGY INC. | $1,561,000 | +12.4% | 10,056 | 0.0% | 0.78% | +5.4% | |
GOOG | Buy | ALPHABET INCcap stk cl c | $1,535,000 | +22.9% | 742 | +4.1% | 0.76% | +15.2% |
MS | Buy | MORGAN STANLEY | $1,486,000 | +14.0% | 19,141 | +0.6% | 0.74% | +6.9% |
TIP | Buy | ISHARES TRtips bd etf | $1,428,000 | -1.4% | 11,380 | +0.2% | 0.71% | -7.5% |
EFA | Sell | ISHARES TRmsci eafe etf | $1,369,000 | +2.1% | 18,046 | -1.8% | 0.68% | -4.3% |
IJK | Sell | ISHARES TRs&p mc 400gr etf | $1,351,000 | +4.2% | 17,245 | -3.9% | 0.67% | -2.3% |
O | Sell | REALTY INCOME CORP | $1,292,000 | -5.1% | 20,341 | -7.1% | 0.64% | -11.0% |
TSLA | Buy | TESLA INC | $1,258,000 | -0.2% | 1,884 | +5.5% | 0.63% | -6.4% |
FFC | Buy | FLAHERTY & CRUMRINE PFD SECS | $1,244,000 | +42.8% | 53,077 | +42.8% | 0.62% | +33.9% |
HD | Buy | HOME DEPOT INC | $1,237,000 | +15.5% | 4,051 | +0.5% | 0.62% | +8.4% |
TLT | Sell | ISHARES TR20 yr tr bd etf | $1,206,000 | -18.8% | 8,900 | -5.4% | 0.60% | -23.9% |
IWB | ISHARES TRrus 1000 etf | $1,202,000 | +5.6% | 5,370 | 0.0% | 0.60% | -1.0% | |
LQD | Sell | ISHARES TRiboxx inv cp etf | $1,197,000 | -7.6% | 9,207 | -1.8% | 0.60% | -13.4% |
PII | Sell | POLARIS INC | $1,150,000 | +31.1% | 8,615 | -6.4% | 0.57% | +23.0% |
MMM | Sell | 3M CO | $1,136,000 | +9.3% | 5,895 | -0.8% | 0.57% | +2.5% |
TDTT | Buy | FLEXSHARES TRiboxx 3r targt | $1,117,000 | +67.0% | 42,355 | +65.3% | 0.56% | +56.5% |
ESS | Sell | ESSEX PPTY TR INC | $1,108,000 | +13.3% | 4,074 | -1.1% | 0.55% | +6.2% |
UNH | Sell | UNITEDHEALTH GROUP INC | $1,088,000 | +4.7% | 2,923 | -1.3% | 0.54% | -1.8% |
V | Buy | VISA INC | $1,075,000 | +1.5% | 5,075 | +4.8% | 0.54% | -4.8% |
NVDA | Sell | NVIDIA CORPORATION | $1,038,000 | -2.3% | 1,944 | -4.4% | 0.52% | -8.5% |
CSCO | Buy | CISCO SYS INC | $1,016,000 | +17.6% | 19,654 | +1.9% | 0.51% | +10.2% |
TDTF | Buy | FLEXSHARES TRiboxx 5yr trgt | $1,006,000 | +135.0% | 36,354 | +136.0% | 0.50% | +119.7% |
IVE | Buy | ISHARES TRs&p 500 val etf | $993,000 | +10.8% | 7,033 | +0.4% | 0.50% | +4.0% |
IVW | Sell | ISHARES TRs&p 500 grwt etf | $955,000 | +1.8% | 14,661 | -0.2% | 0.48% | -4.6% |
AMGN | Sell | AMGEN INC | $941,000 | +6.1% | 3,780 | -2.1% | 0.47% | -0.6% |
DIS | Sell | DISNEY WALT CO | $938,000 | -0.2% | 5,083 | -2.0% | 0.47% | -6.4% |
WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $889,000 | +37.8% | 16,187 | +0.0% | 0.44% | +29.2% |
RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $874,000 | +6.2% | 11,312 | -1.7% | 0.44% | -0.5% |
VZ | Buy | VERIZON COMMUNICATIONS INC | $871,000 | -0.3% | 14,971 | +0.7% | 0.43% | -6.7% |
VAR | Sell | VARIAN MED SYS INC | $815,000 | +0.4% | 4,615 | -0.5% | 0.41% | -6.0% |
ISRG | Buy | INTUITIVE SURGICAL INC | $805,000 | +1.8% | 1,089 | +12.6% | 0.40% | -4.8% |
MFMS | Buy | RBB FD INCmfam smlcp grwth | $778,000 | +18.8% | 20,755 | +22.1% | 0.39% | +11.5% |
FB | Sell | FACEBOOK INCcl a | $777,000 | +4.3% | 2,638 | -3.3% | 0.39% | -2.3% |
DFS | Sell | DISCOVER FINL SVCS | $760,000 | +3.0% | 8,000 | -1.8% | 0.38% | -3.3% |
IWM | Buy | ISHARES TRrussell 2000 etf | $746,000 | +19.4% | 3,378 | +5.9% | 0.37% | +12.0% |
T | Sell | AT&T INC | $745,000 | -4.6% | 24,606 | -9.4% | 0.37% | -10.6% |
ELS | EQUITY LIFESTYLE PPTYS INC | $736,000 | +0.4% | 11,571 | 0.0% | 0.37% | -5.9% | |
IVV | Sell | ISHARES TRcore s&p500 etf | $733,000 | +4.3% | 1,842 | -1.7% | 0.36% | -2.4% |
GS | Buy | GOLDMAN SACHS GROUP INC | $729,000 | +30.4% | 2,230 | +5.2% | 0.36% | +22.2% |
CMCSA | Buy | COMCAST CORP NEWcl a | $720,000 | +8.1% | 13,309 | +4.7% | 0.36% | +1.4% |
BAC | Buy | BK OF AMERICA CORP | $718,000 | +34.2% | 18,562 | +5.2% | 0.36% | +26.1% |
ADM | Buy | ARCHER DANIELS MIDLAND CO | $715,000 | +136.8% | 12,541 | +109.4% | 0.36% | +121.1% |
AMAT | Sell | APPLIED MATLS INC | $697,000 | +51.9% | 5,216 | -1.9% | 0.35% | +42.2% |
MRK | Sell | MERCK & CO. INC | $682,000 | -13.8% | 8,845 | -8.5% | 0.34% | -19.2% |
UNP | Sell | UNION PAC CORP | $682,000 | +2.6% | 3,096 | -3.1% | 0.34% | -4.0% |
ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $658,000 | -6.7% | 1,385 | -1.8% | 0.33% | -12.5% |
CMI | Sell | CUMMINS INC | $657,000 | -9.1% | 2,536 | -20.3% | 0.33% | -14.8% |
FDX | FEDEX CORP | $643,000 | +9.4% | 2,263 | 0.0% | 0.32% | +2.2% | |
SAND | Buy | SANDSTORM GOLD LTD | $641,000 | +36.4% | 94,300 | +43.8% | 0.32% | +27.6% |
MDT | Buy | MEDTRONIC PLC | $630,000 | +28.6% | 5,330 | +27.5% | 0.31% | +20.3% |
SBUX | Sell | STARBUCKS CORP | $628,000 | +0.5% | 5,745 | -1.7% | 0.31% | -5.7% |
DE | Buy | DEERE & CO | $598,000 | +84.0% | 1,597 | +32.3% | 0.30% | +72.3% |
EWU | Buy | ISHARES TRmsci uk etf new | $594,000 | +9.2% | 18,987 | +2.2% | 0.30% | +2.4% |
NFLX | Sell | NETFLIX INC | $592,000 | -6.8% | 1,135 | -3.3% | 0.30% | -12.7% |
PG | Sell | PROCTER AND GAMBLE CO | $571,000 | -10.6% | 4,216 | -8.2% | 0.28% | -16.2% |
VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $571,000 | +3.8% | 10,973 | 0.0% | 0.28% | -2.4% | |
IBM | Sell | INTERNATIONAL BUSINESS MACHS | $552,000 | +4.7% | 4,138 | -1.1% | 0.28% | -1.8% |
WMT | Sell | WALMART INC | $550,000 | -6.9% | 4,048 | -1.3% | 0.27% | -12.7% |
FISV | Buy | FISERV INC | $542,000 | +5.9% | 4,550 | +1.1% | 0.27% | -0.7% |
ALB | Buy | ALBEMARLE CORP | $542,000 | -0.4% | 3,711 | +0.7% | 0.27% | -6.6% |
MCD | Sell | MCDONALDS CORP | $531,000 | +2.3% | 2,367 | -2.1% | 0.26% | -4.0% |
SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $521,000 | +9.5% | 5,228 | -2.3% | 0.26% | +2.8% |
CL | Sell | COLGATE PALMOLIVE CO | $517,000 | -8.8% | 6,553 | -1.1% | 0.26% | -14.3% |
EMN | Sell | EASTMAN CHEM CO | $509,000 | -4.7% | 4,624 | -13.1% | 0.25% | -10.6% |
DUK | Buy | DUKE ENERGY CORP NEW | $505,000 | +8.8% | 5,233 | +3.2% | 0.25% | +2.0% |
GD | Sell | GENERAL DYNAMICS CORP | $503,000 | +17.8% | 2,770 | -3.5% | 0.25% | +10.6% |
KO | COCA COLA CO | $489,000 | -3.7% | 9,268 | 0.0% | 0.24% | -9.6% | |
PFE | Sell | PFIZER INC | $483,000 | -4.2% | 13,331 | -2.6% | 0.24% | -10.1% |
IIPR | Buy | INNOVATIVE INDL PPTYS INC | $477,000 | -1.4% | 2,645 | +0.2% | 0.24% | -7.4% |
BMY | Sell | BRISTOL-MYERS SQUIBB CO | $476,000 | -12.5% | 7,546 | -13.9% | 0.24% | -18.0% |
SPY | Buy | SPDR S&P 500 ETF TRtr unit | $476,000 | +59.2% | 1,200 | +50.0% | 0.24% | +49.1% |
EMR | EMERSON ELEC CO | $473,000 | +12.1% | 5,245 | 0.0% | 0.24% | +5.4% | |
KMB | Sell | KIMBERLY-CLARK CORP | $465,000 | +2.9% | 3,345 | -0.3% | 0.23% | -3.3% |
AMT | Buy | AMERICAN TOWER CORP NEW | $463,000 | +7.4% | 1,937 | +1.0% | 0.23% | +0.9% |
EWQ | Sell | ISHARES INCmsci france etf | $461,000 | +2.9% | 13,222 | -1.9% | 0.23% | -3.4% |
STZ | Sell | CONSTELLATION BRANDS INCcl a | $459,000 | +0.4% | 2,013 | -3.5% | 0.23% | -5.8% |
NEE | Buy | NEXTERA ENERGY INC | $460,000 | +3.4% | 6,085 | +5.5% | 0.23% | -3.4% |
INTU | Sell | INTUIT | $452,000 | -7.4% | 1,179 | -8.2% | 0.22% | -13.1% |
HON | Buy | HONEYWELL INTL INC | $444,000 | +2.3% | 2,047 | +0.2% | 0.22% | -4.3% |
GM | Buy | GENERAL MTRS CO | $439,000 | +77.7% | 7,635 | +28.9% | 0.22% | +67.2% |
EWG | Sell | ISHARES INCmsci germany etf | $438,000 | +2.1% | 13,112 | -3.0% | 0.22% | -4.4% |
EWN | Sell | ISHARES INCmsci netherl etf | $429,000 | +7.5% | 9,296 | -3.6% | 0.21% | +0.9% |
GIS | Sell | GENERAL MLS INC | $428,000 | +2.9% | 6,975 | -1.4% | 0.21% | -3.6% |
TXN | Buy | TEXAS INSTRS INC | $425,000 | +26.5% | 2,250 | +9.8% | 0.21% | +18.4% |
SNPS | SYNOPSYS INC | $425,000 | -4.5% | 1,715 | 0.0% | 0.21% | -10.5% | |
CSX | Sell | CSX CORP | $426,000 | +5.2% | 4,418 | -1.1% | 0.21% | -1.4% |
AMLP | New | ALPS ETF TRalerian mlp | $421,000 | – | 13,800 | +100.0% | 0.21% | – |
XOM | EXXON MOBIL CORP | $416,000 | +35.5% | 7,446 | 0.0% | 0.21% | +27.0% | |
LIN | Sell | LINDE PLC | $416,000 | +3.0% | 1,485 | -3.3% | 0.21% | -3.7% |
APD | Sell | AIR PRODS & CHEMS INC | $413,000 | +2.2% | 1,466 | -0.7% | 0.21% | -4.2% |
CARR | Sell | CARRIER GLOBAL CORPORATION | $404,000 | +11.6% | 9,572 | -0.3% | 0.20% | +4.7% |
DHI | Buy | D R HORTON INC | $404,000 | +32.0% | 4,535 | +2.3% | 0.20% | +23.3% |
KEYS | Sell | KEYSIGHT TECHNOLOGIES INC | $402,000 | +5.8% | 2,800 | -2.6% | 0.20% | -1.0% |
KSU | Sell | KANSAS CITY SOUTHERN | $387,000 | +23.2% | 1,467 | -4.5% | 0.19% | +15.6% |
ROK | ROCKWELL AUTOMATION INC | $386,000 | +5.8% | 1,455 | 0.0% | 0.19% | -1.0% | |
TMO | Sell | THERMO FISHER SCIENTIFIC INC | $383,000 | -3.8% | 840 | -1.8% | 0.19% | -9.9% |
FNV | FRANCO NEV CORP | $375,000 | 0.0% | 2,990 | 0.0% | 0.19% | -6.0% | |
MAR | MARRIOTT INTL INC NEWcl a | $364,000 | +12.3% | 2,458 | 0.0% | 0.18% | +5.2% | |
HPQ | Sell | HP INC | $362,000 | +25.3% | 11,406 | -3.0% | 0.18% | +16.9% |
MTD | Buy | METTLER TOLEDO INTERNATIONAL | $362,000 | +3.1% | 313 | +1.6% | 0.18% | -3.7% |
RGLD | Buy | ROYAL GOLD INC | $359,000 | +1.4% | 3,335 | +0.1% | 0.18% | -4.8% |
CP | CANADIAN PAC RY LTD | $357,000 | +9.5% | 940 | 0.0% | 0.18% | +2.9% | |
BLK | Sell | BLACKROCK INC | $356,000 | +1.1% | 472 | -3.3% | 0.18% | -5.3% |
VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $354,000 | -32.8% | 2,625 | -40.7% | 0.18% | -37.1% |
UTG | Buy | REAVES UTIL INCOME FD | $352,000 | +2.6% | 10,493 | +0.3% | 0.18% | -3.8% |
CVX | Buy | CHEVRON CORP NEW | $342,000 | +25.3% | 3,267 | +0.9% | 0.17% | +17.2% |
NKE | Buy | NIKE INCcl b | $342,000 | -3.4% | 2,570 | +2.8% | 0.17% | -9.6% |
LLY | Sell | LILLY ELI & CO | $340,000 | +5.9% | 1,820 | -4.4% | 0.17% | -1.2% |
LMT | Buy | LOCKHEED MARTIN CORP | $332,000 | +12.9% | 898 | +8.5% | 0.16% | +5.8% |
OTIS | OTIS WORLDWIDE CORP | $329,000 | +1.5% | 4,799 | 0.0% | 0.16% | -4.7% | |
SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $329,000 | +6.1% | 3,401 | -0.3% | 0.16% | -0.6% |
SPSB | SPDR SER TRportfolio short | $324,000 | -0.3% | 10,350 | 0.0% | 0.16% | -6.9% | |
GPC | Sell | GENUINE PARTS CO | $324,000 | +12.1% | 2,805 | -2.6% | 0.16% | +4.5% |
AXP | Buy | AMERICAN EXPRESS CO | $321,000 | +17.2% | 2,268 | +0.0% | 0.16% | +9.6% |
EXC | Sell | EXELON CORP | $319,000 | +3.2% | 7,300 | -0.4% | 0.16% | -3.0% |
DLR | Sell | DIGITAL RLTY TR INC | $319,000 | -1.5% | 2,265 | -2.4% | 0.16% | -7.6% |
PEP | Buy | PEPSICO INC | $314,000 | +1.0% | 2,217 | +5.6% | 0.16% | -5.5% |
EWD | Sell | ISHARES INCmsci sweden etf | $307,000 | +10.4% | 6,890 | -1.4% | 0.15% | +3.4% |
FITB | Sell | FIFTH THIRD BANCORP | $306,000 | +34.2% | 8,179 | -0.9% | 0.15% | +26.4% |
FIS | Sell | FIDELITY NATL INFORMATION SV | $302,000 | -2.9% | 2,150 | -2.3% | 0.15% | -8.5% |
LH | LABORATORY CORP AMER HLDGS | $302,000 | +25.3% | 1,185 | 0.0% | 0.15% | +18.0% | |
ITW | Sell | ILLINOIS TOOL WKS INC | $301,000 | +2.7% | 1,360 | -5.2% | 0.15% | -3.8% |
BA | Buy | BOEING CO | $300,000 | +30.4% | 1,177 | +9.5% | 0.15% | +23.0% |
TSM | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $298,000 | +8.4% | 2,522 | 0.0% | 0.15% | +2.1% | |
GLW | Sell | CORNING INC | $295,000 | +18.5% | 6,775 | -2.2% | 0.15% | +11.4% |
ABB | ABB LTDsponsored adr | $287,000 | +9.1% | 9,410 | 0.0% | 0.14% | +2.1% | |
SLYV | Sell | SPDR SER TRs&p 600 smcp val | $287,000 | -15.1% | 3,494 | -31.6% | 0.14% | -20.6% |
EWL | Sell | ISHARES INCmsci switzerland | $282,000 | -3.4% | 6,385 | -2.3% | 0.14% | -9.0% |
JPEM | Buy | J P MORGAN EXCHANGE-TRADED Fdiv rtn em eqt | $280,000 | +15.2% | 4,950 | +11.7% | 0.14% | +8.5% |
TFC | Sell | TRUIST FINL CORP | $280,000 | +14.8% | 4,799 | -5.9% | 0.14% | +7.7% |
BFB | Sell | BROWN FORMAN CORPcl b | $276,000 | -15.3% | 4,003 | -2.5% | 0.14% | -20.2% |
SIVB | Buy | SVB FINANCIAL GROUP | $276,000 | +28.4% | 560 | +0.9% | 0.14% | +21.1% |
FBHS | Sell | FORTUNE BRANDS HOME & SEC IN | $275,000 | +7.8% | 2,874 | -3.2% | 0.14% | +0.7% |
EWC | ISHARES INCmsci cda etf | $270,000 | +10.7% | 7,920 | 0.0% | 0.14% | +3.8% | |
UL | UNILEVER PLCspon adr new | $269,000 | -7.6% | 4,825 | 0.0% | 0.13% | -13.5% | |
TRV | Sell | TRAVELERS COMPANIES INC | $269,000 | +2.7% | 1,791 | -4.0% | 0.13% | -3.6% |
USB | Buy | US BANCORP DEL | $262,000 | +30.3% | 4,730 | +9.9% | 0.13% | +22.4% |
AEP | AMERICAN ELEC PWR CO INC | $260,000 | +2.0% | 3,065 | 0.0% | 0.13% | -4.4% | |
EIX | Buy | EDISON INTL | $256,000 | -6.6% | 4,361 | +0.1% | 0.13% | -12.3% |
GRA | GRACE W R & CO DEL NEW | $257,000 | +8.9% | 4,300 | 0.0% | 0.13% | +2.4% | |
MGA | MAGNA INTL INC | $255,000 | +24.4% | 2,900 | 0.0% | 0.13% | +16.5% | |
SYY | Sell | SYSCO CORP | $255,000 | +3.7% | 3,243 | -2.0% | 0.13% | -3.1% |
BIIB | Sell | BIOGEN INC | $252,000 | +11.5% | 900 | -2.7% | 0.13% | +5.0% |
ZTS | Sell | ZOETIS INCcl a | $250,000 | -8.1% | 1,586 | -3.6% | 0.12% | -13.8% |
UPS | Sell | UNITED PARCEL SERVICE INCcl b | $251,000 | -2.3% | 1,475 | -3.3% | 0.12% | -8.8% |
FMC | FMC CORP | $245,000 | -3.9% | 2,215 | 0.0% | 0.12% | -10.3% | |
CCI | Buy | CROWN CASTLE INTL CORP NEW | $240,000 | +9.1% | 1,395 | +0.7% | 0.12% | +2.6% |
MA | Sell | MASTERCARD INCORPORATEDcl a | $237,000 | -7.4% | 667 | -7.0% | 0.12% | -13.2% |
PLD | Sell | PROLOGIS INC. | $235,000 | +3.1% | 2,216 | -3.3% | 0.12% | -3.3% |
EWA | Sell | ISHARES INCmsci aust etf | $235,000 | -1.7% | 9,483 | -5.0% | 0.12% | -7.9% |
TGT | Buy | TARGET CORP | $233,000 | +13.7% | 1,177 | +1.4% | 0.12% | +6.4% |
SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $233,000 | -26.5% | 3,563 | -33.2% | 0.12% | -31.4% |
WY | WEYERHAEUSER CO MTN BE | $232,000 | +6.4% | 6,509 | 0.0% | 0.12% | 0.0% | |
RIO | RIO TINTO PLCsonsored adr | $233,000 | +3.1% | 3,000 | 0.0% | 0.12% | -3.3% | |
NSC | Sell | NORFOLK SOUTHN CORP | $230,000 | +12.7% | 855 | -0.5% | 0.12% | +6.5% |
PHYS | SPROTT PHYSICAL GOLD TRunit | $231,000 | -10.5% | 13,310 | 0.0% | 0.12% | -16.1% | |
GDX | Sell | VANECK VECTORS ETF TRgold miners etf | $229,000 | -12.3% | 7,033 | -3.1% | 0.11% | -18.0% |
AON | Sell | AON PLC | $229,000 | +6.0% | 996 | -2.4% | 0.11% | -0.9% |
SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $227,000 | +0.9% | 6,032 | -3.6% | 0.11% | -5.8% |
CLX | Sell | CLOROX CO DEL | $225,000 | -8.5% | 1,168 | -4.0% | 0.11% | -14.5% |
SCHX | SCHWAB STRATEGIC TRus lrg cap etf | $224,000 | +5.7% | 2,335 | 0.0% | 0.11% | -0.9% | |
CVS | Buy | CVS HEALTH CORP | $223,000 | +11.5% | 2,964 | +1.2% | 0.11% | +4.7% |
SWK | New | STANLEY BLACK & DECKER INC | $217,000 | – | 1,085 | +100.0% | 0.11% | – |
KLAC | New | KLA CORP | $215,000 | – | 650 | +100.0% | 0.11% | – |
JBHT | New | HUNT J B TRANS SVCS INC | $213,000 | – | 1,266 | +100.0% | 0.11% | – |
GILD | Buy | GILEAD SCIENCES INC | $210,000 | +12.3% | 3,242 | +1.0% | 0.10% | +6.1% |
ECL | Sell | ECOLAB INC | $207,000 | -1.9% | 967 | -1.0% | 0.10% | -8.0% |
EL | LAUDER ESTEE COS INCcl a | $205,000 | +9.0% | 705 | 0.0% | 0.10% | +2.0% | |
MDLZ | MONDELEZ INTL INCcl a | $203,000 | 0.0% | 3,470 | 0.0% | 0.10% | -6.5% | |
KMX | New | CARMAX INC | $200,000 | – | 1,510 | +100.0% | 0.10% | – |
LEN | New | LENNAR CORPcl a | $200,000 | – | 1,978 | +100.0% | 0.10% | – |
PNC | New | PNC FINL SVCS GROUP INC | $201,000 | – | 1,143 | +100.0% | 0.10% | – |
STE | Sell | STERIS PLC | $196,000 | -6.2% | 1,027 | -6.8% | 0.10% | -11.7% |
K | KELLOGG CO | $194,000 | +1.6% | 3,067 | 0.0% | 0.10% | -4.9% | |
EW | Exit | EDWARDS LIFESCIENCES CORP | $0 | – | -2,315 | -100.0% | -0.11% | – |
DLN | Exit | WISDOMTREE TRus largecap divd | $0 | – | -2,853 | -100.0% | -0.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2021-05-12
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.