$210 Million is the total value of TIEMANN INVESTMENT ADVISORS, LLC's 209 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 4.2% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AGG | Buy | ISHARES TRcore us aggbd et | $18,409,000 | +6.9% | 160,316 | +7.3% | 8.75% | +8.6% |
AAPL | Sell | APPLE INC | $12,187,000 | +1.7% | 86,130 | -1.5% | 5.79% | +3.4% |
MSFT | Sell | MICROSOFT CORP | $11,520,000 | +3.0% | 40,861 | -1.0% | 5.48% | +4.7% |
IEFA | Buy | ISHARES TRcore msci eafe | $5,411,000 | +7.0% | 72,878 | +7.9% | 2.57% | +8.8% |
JPM | Sell | JPMORGAN CHASE & CO | $4,560,000 | +4.3% | 27,859 | -0.9% | 2.17% | +6.0% |
NET | CLOUDFLARE INC | $4,345,000 | +6.4% | 38,569 | 0.0% | 2.06% | +8.2% | |
EEM | Sell | ISHARES TRmsci emg mkt etf | $3,898,000 | -10.7% | 77,373 | -2.2% | 1.85% | -9.2% |
CWI | Sell | SPDR INDEX SHS FDSmsci acwi exus | $3,418,000 | -6.5% | 117,989 | -2.5% | 1.62% | -4.9% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $3,162,000 | -3.7% | 11,585 | -1.9% | 1.50% | -2.1% |
JPST | Buy | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $3,160,000 | +2.6% | 62,310 | +2.6% | 1.50% | +4.2% |
GOOGL | ALPHABET INCcap stk cl a | $3,131,000 | +9.5% | 1,171 | 0.0% | 1.49% | +11.3% | |
ORCL | Sell | ORACLE CORP | $2,908,000 | +11.1% | 33,380 | -0.7% | 1.38% | +12.9% |
AMZN | Sell | AMAZON COM INC | $2,868,000 | -8.5% | 873 | -4.2% | 1.36% | -7.0% |
IJS | Sell | ISHARES TRsp smcp600vl etf | $2,754,000 | -8.4% | 27,359 | -4.1% | 1.31% | -7.0% |
COST | Sell | COSTCO WHSL CORP NEW | $2,727,000 | +11.3% | 6,069 | -2.0% | 1.30% | +13.1% |
JNJ | Sell | JOHNSON & JOHNSON | $2,658,000 | -4.6% | 16,459 | -2.7% | 1.26% | -3.0% |
CRM | Sell | SALESFORCE COM INC | $2,445,000 | +9.1% | 9,015 | -1.8% | 1.16% | +10.8% |
SHW | Sell | SHERWIN WILLIAMS CO | $2,299,000 | +1.5% | 8,218 | -1.1% | 1.09% | +3.2% |
IJT | Sell | ISHARES TRs&p sml 600 gwt | $2,196,000 | -5.7% | 16,887 | -3.8% | 1.04% | -4.1% |
ALL | Sell | ALLSTATE CORP | $2,183,000 | -2.9% | 17,144 | -0.6% | 1.04% | -1.3% |
GOOG | Buy | ALPHABET INCcap stk cl c | $2,012,000 | +8.6% | 755 | +2.2% | 0.96% | +10.4% |
MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $1,909,000 | -12.5% | 3,969 | -10.6% | 0.91% | -11.1% |
IJR | Sell | ISHARES TRcore s&p scp etf | $1,891,000 | -11.6% | 17,321 | -8.5% | 0.90% | -10.1% |
LOW | LOWES COS INC | $1,876,000 | +4.6% | 9,248 | 0.0% | 0.89% | +6.3% | |
IJJ | Sell | ISHARES TRs&p mc 400vl etf | $1,796,000 | -3.6% | 17,429 | -1.5% | 0.85% | -2.1% |
ABBV | Sell | ABBVIE INC | $1,796,000 | -5.7% | 16,650 | -1.5% | 0.85% | -4.0% |
IGIB | Sell | ISHARES TR | $1,772,000 | -1.1% | 29,507 | -0.3% | 0.84% | +0.5% |
MS | Sell | MORGAN STANLEY | $1,755,000 | +5.5% | 18,034 | -0.6% | 0.83% | +7.2% |
GLD | SPDR GOLD TR | $1,715,000 | -0.9% | 10,445 | 0.0% | 0.82% | +0.7% | |
IJH | Sell | ISHARES TRcore s&p mcp etf | $1,672,000 | -7.5% | 6,355 | -5.5% | 0.80% | -5.9% |
TDTF | Buy | FLEXSHARES TRiboxx 5yr trgt | $1,671,000 | +3.1% | 59,800 | +3.4% | 0.79% | +4.7% |
ABT | Buy | ABBOTT LABS | $1,654,000 | +3.2% | 13,998 | +1.3% | 0.79% | +4.8% |
TDTT | Buy | FLEXSHARES TRiboxx 3r targt | $1,598,000 | +0.6% | 60,767 | +1.3% | 0.76% | +2.3% |
EWJ | Sell | ISHARES INCmsci jpn etf new | $1,554,000 | -4.0% | 22,124 | -7.6% | 0.74% | -2.4% |
MCHP | Sell | MICROCHIP TECHNOLOGY INC. | $1,507,000 | +1.0% | 9,817 | -1.5% | 0.72% | +2.6% |
NVDA | Buy | NVIDIA CORPORATION | $1,466,000 | -5.1% | 7,076 | +266.6% | 0.70% | -3.5% |
TIP | ISHARES TRtips bd etf | $1,453,000 | -0.3% | 11,380 | 0.0% | 0.69% | +1.5% | |
INTC | Sell | INTEL CORP | $1,324,000 | -7.7% | 24,848 | -2.7% | 0.63% | -6.3% |
IJK | Sell | ISHARES TRs&p mc 400gr etf | $1,321,000 | -3.8% | 16,681 | -1.7% | 0.63% | -2.2% |
EFA | Sell | ISHARES TRmsci eafe etf | $1,311,000 | -8.5% | 16,804 | -7.5% | 0.62% | -7.0% |
O | Sell | REALTY INCOME CORP | $1,303,000 | -4.1% | 20,094 | -1.2% | 0.62% | -2.5% |
IWB | ISHARES TRrus 1000 etf | $1,298,000 | -0.2% | 5,370 | 0.0% | 0.62% | +1.5% | |
ESS | Sell | ESSEX PPTY TR INC | $1,293,000 | +5.8% | 4,044 | -0.7% | 0.62% | +7.7% |
HD | Sell | HOME DEPOT INC | $1,272,000 | -2.0% | 3,876 | -4.8% | 0.60% | -0.3% |
CAT | Sell | CATERPILLAR INC | $1,257,000 | -12.0% | 6,548 | -0.2% | 0.60% | -10.6% |
LQD | Sell | ISHARES TRiboxx inv cp etf | $1,221,000 | -1.8% | 9,176 | -0.8% | 0.58% | -0.2% |
TSLA | Sell | TESLA INC | $1,202,000 | -1.8% | 1,550 | -13.9% | 0.57% | -0.2% |
TLT | Sell | ISHARES TR20 yr tr bd etf | $1,151,000 | -1.5% | 7,973 | -1.5% | 0.55% | 0.0% |
FFC | Sell | FLAHERTY & CRUMRINE PFD SECS | $1,149,000 | -5.2% | 51,586 | -3.3% | 0.55% | -3.7% |
V | Sell | VISA INC | $1,127,000 | -6.2% | 5,059 | -1.5% | 0.54% | -4.6% |
UNH | Sell | UNITEDHEALTH GROUP INC | $1,074,000 | -7.6% | 2,748 | -5.3% | 0.51% | -6.1% |
ISRG | Sell | INTUITIVE SURGICAL INC | $1,058,000 | +5.7% | 1,064 | -2.3% | 0.50% | +7.5% |
CSCO | Sell | CISCO SYS INC | $1,042,000 | +0.6% | 19,142 | -2.0% | 0.50% | +2.1% |
IVW | Sell | ISHARES TRs&p 500 grwt etf | $1,023,000 | -2.5% | 13,847 | -4.0% | 0.49% | -1.0% |
MMM | Sell | 3M CO | $1,018,000 | -13.1% | 5,802 | -1.6% | 0.48% | -11.7% |
PII | Sell | POLARIS INC | $1,009,000 | -13.4% | 8,430 | -0.9% | 0.48% | -11.9% |
IVE | Sell | ISHARES TRs&p 500 val etf | $979,000 | -3.6% | 6,733 | -2.2% | 0.46% | -2.1% |
DFS | Sell | DISCOVER FINL SVCS | $952,000 | +0.6% | 7,750 | -3.1% | 0.45% | +2.3% |
RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $925,000 | -0.2% | 10,760 | -0.9% | 0.44% | +1.4% |
ELS | EQUITY LIFESTYLE PPTYS INC | $904,000 | +5.1% | 11,571 | 0.0% | 0.43% | +7.0% | |
IVV | Sell | ISHARES TRcore s&p500 etf | $880,000 | +0.2% | 2,042 | -0.0% | 0.42% | +1.7% |
DIS | Sell | DISNEY WALT CO | $843,000 | -5.6% | 4,983 | -2.0% | 0.40% | -4.1% |
FB | Sell | FACEBOOK INCcl a | $844,000 | -8.8% | 2,486 | -6.6% | 0.40% | -7.4% |
AMGN | Sell | AMGEN INC | $800,000 | -14.1% | 3,760 | -1.6% | 0.38% | -12.6% |
MFMS | Sell | RBB FD INCmfam smlcp grwth | $795,000 | -4.2% | 20,330 | -2.0% | 0.38% | -2.6% |
BAC | Buy | BK OF AMERICA CORP | $785,000 | +3.4% | 18,499 | +0.5% | 0.37% | +5.1% |
ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $771,000 | -5.3% | 1,340 | -3.6% | 0.37% | -3.9% |
VZ | Sell | VERIZON COMMUNICATIONS INC | $762,000 | -8.9% | 14,101 | -5.5% | 0.36% | -7.4% |
ADM | Buy | ARCHER DANIELS MIDLAND CO | $753,000 | -0.9% | 12,546 | +0.0% | 0.36% | +0.8% |
IWM | ISHARES TRrussell 2000 etf | $739,000 | -4.6% | 3,379 | 0.0% | 0.35% | -3.0% | |
WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $735,000 | -11.2% | 15,619 | -0.8% | 0.35% | -9.8% |
ALB | Sell | ALBEMARLE CORP | $715,000 | +15.5% | 3,266 | -11.0% | 0.34% | +17.6% |
CMCSA | Sell | COMCAST CORP NEWcl a | $712,000 | -6.2% | 12,734 | -4.3% | 0.34% | -4.8% |
GS | Sell | GOLDMAN SACHS GROUP INC | $698,000 | -4.3% | 1,845 | -3.9% | 0.33% | -2.6% |
NFLX | Sell | NETFLIX INC | $651,000 | +8.0% | 1,067 | -6.6% | 0.31% | +9.6% |
MDT | Sell | MEDTRONIC PLC | $643,000 | -2.9% | 5,130 | -3.8% | 0.31% | -1.3% |
AMAT | Sell | APPLIED MATLS INC | $635,000 | -15.6% | 4,932 | -6.6% | 0.30% | -14.2% |
SBUX | STARBUCKS CORP | $628,000 | -1.4% | 5,695 | 0.0% | 0.30% | 0.0% | |
MRK | Sell | MERCK & CO INC | $614,000 | -5.4% | 8,170 | -2.1% | 0.29% | -3.9% |
T | Sell | AT&T INC | $599,000 | -14.1% | 22,185 | -8.4% | 0.28% | -12.6% |
INTU | Sell | INTUIT | $575,000 | +2.9% | 1,066 | -6.6% | 0.27% | +4.6% |
IBM | Sell | INTERNATIONAL BUSINESS MACHS | $570,000 | -6.1% | 4,101 | -0.9% | 0.27% | -4.6% |
UNP | Sell | UNION PAC CORP | $564,000 | -17.2% | 2,877 | -7.1% | 0.27% | -15.7% |
PFE | Sell | PFIZER INC | $563,000 | +7.2% | 13,081 | -2.4% | 0.27% | +8.9% |
EWU | Sell | ISHARES TRmsci uk etf new | $560,000 | -8.6% | 17,362 | -7.3% | 0.27% | -7.3% |
MCD | Sell | MCDONALDS CORP | $557,000 | +3.0% | 2,311 | -1.4% | 0.26% | +4.7% |
CMI | Sell | CUMMINS INC | $554,000 | -11.4% | 2,465 | -3.8% | 0.26% | -9.9% |
WMT | Sell | WALMART INC | $550,000 | -3.0% | 3,948 | -1.9% | 0.26% | -1.5% |
PG | Sell | PROCTER AND GAMBLE CO | $546,000 | +1.7% | 3,905 | -1.9% | 0.26% | +3.6% |
GD | Sell | GENERAL DYNAMICS CORP | $539,000 | +3.5% | 2,750 | -0.7% | 0.26% | +4.9% |
SPY | SPDR S&P 500 ETF TRtr unit | $531,000 | +0.2% | 1,237 | 0.0% | 0.25% | +1.6% | |
DE | Sell | DEERE & CO | $528,000 | -6.2% | 1,577 | -1.3% | 0.25% | -4.6% |
SNPS | SYNOPSYS INC | $527,000 | +8.7% | 1,759 | 0.0% | 0.25% | +10.1% | |
AMT | Buy | AMERICAN TOWER CORP NEW | $516,000 | -1.5% | 1,944 | +0.2% | 0.24% | 0.0% |
SCHA | SCHWAB STRATEGIC TRus sml cap etf | $513,000 | -3.9% | 5,128 | 0.0% | 0.24% | -2.4% | |
VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $509,000 | -18.3% | 10,170 | -11.4% | 0.24% | -16.8% |
SAND | Sell | SANDSTORM GOLD LTD | $509,000 | -30.5% | 88,400 | -4.7% | 0.24% | -29.2% |
IIPR | Sell | INNOVATIVE INDL PPTYS INC | $507,000 | +16.6% | 2,193 | -3.6% | 0.24% | +18.7% |
EMR | EMERSON ELEC CO | $494,000 | -2.2% | 5,245 | 0.0% | 0.24% | -0.4% | |
FDX | Sell | FEDEX CORP | $488,000 | -26.9% | 2,223 | -0.7% | 0.23% | -25.6% |
CL | Sell | COLGATE PALMOLIVE CO | $485,000 | -9.0% | 6,423 | -2.0% | 0.23% | -7.2% |
CARR | Buy | CARRIER GLOBAL CORPORATION | $478,000 | +7.2% | 9,236 | +0.7% | 0.23% | +8.6% |
FISV | Sell | FISERV INC | $477,000 | +0.2% | 4,400 | -1.1% | 0.23% | +1.8% |
DUK | Sell | DUKE ENERGY CORP NEW | $469,000 | -6.4% | 4,807 | -5.3% | 0.22% | -4.7% |
EMN | Buy | EASTMAN CHEM CO | $466,000 | -13.7% | 4,626 | +0.0% | 0.22% | -12.6% |
AMLP | ALPS ETF TRalerian mlp | $460,000 | -8.4% | 13,800 | 0.0% | 0.22% | -6.8% | |
EWQ | Sell | ISHARES INCmsci france etf | $459,000 | -8.2% | 12,322 | -6.8% | 0.22% | -6.8% |
TMO | Sell | THERMO FISHER SCIENTIFIC INC | $457,000 | +6.5% | 800 | -5.9% | 0.22% | +8.0% |
NEE | Sell | NEXTERA ENERGY INC | $452,000 | +3.9% | 5,762 | -2.9% | 0.22% | +5.9% |
KEYS | KEYSIGHT TECHNOLOGIES INC | $438,000 | +6.6% | 2,663 | 0.0% | 0.21% | +8.3% | |
TXN | TEXAS INSTRS INC | $432,000 | -0.2% | 2,250 | 0.0% | 0.20% | +1.0% | |
KO | Sell | COCA COLA CO | $431,000 | -8.7% | 8,209 | -5.9% | 0.20% | -7.2% |
KMB | Sell | KIMBERLY-CLARK CORP | $428,000 | -4.0% | 3,235 | -3.0% | 0.20% | -2.9% |
LIN | Sell | LINDE PLC | $421,000 | -1.9% | 1,435 | -3.4% | 0.20% | -0.5% |
HON | Sell | HONEYWELL INTL INC | $419,000 | -6.7% | 1,972 | -3.7% | 0.20% | -5.2% |
XOM | EXXON MOBIL CORP | $414,000 | -7.0% | 7,046 | 0.0% | 0.20% | -5.3% | |
EWN | Sell | ISHARES INCmsci netherl etf | $412,000 | -8.6% | 8,374 | -9.9% | 0.20% | -7.1% |
EWG | Sell | ISHARES INCmsci germany etf | $409,000 | -9.9% | 12,435 | -5.3% | 0.19% | -8.5% |
LLY | Sell | LILLY ELI & CO | $407,000 | -1.9% | 1,760 | -2.8% | 0.19% | -0.5% |
JPEM | Buy | J P MORGAN EXCHANGE-TRADED Fdiv rtn em eqt | $404,000 | +9.2% | 7,015 | +12.2% | 0.19% | +11.0% |
ROK | ROCKWELL AUTOMATION INC | $402,000 | +2.8% | 1,366 | 0.0% | 0.19% | +4.4% | |
GM | Sell | GENERAL MTRS CO | $402,000 | -15.2% | 7,635 | -4.7% | 0.19% | -14.0% |
STZ | Sell | CONSTELLATION BRANDS INCcl a | $398,000 | -15.5% | 1,890 | -6.2% | 0.19% | -14.1% |
GIS | Sell | GENERAL MLS INC | $397,000 | -4.6% | 6,628 | -2.9% | 0.19% | -3.1% |
CSX | Sell | CSX CORP | $390,000 | -8.2% | 13,116 | -1.1% | 0.18% | -7.0% |
FNV | FRANCO NEV CORP | $388,000 | -10.6% | 2,990 | 0.0% | 0.18% | -9.4% | |
KSU | Sell | KANSAS CITY SOUTHERN | $383,000 | -6.4% | 1,414 | -2.0% | 0.18% | -4.7% |
OTIS | Buy | OTIS WORLDWIDE CORP | $379,000 | +1.3% | 4,607 | +0.7% | 0.18% | +2.9% |
APD | Buy | AIR PRODS & CHEMS INC | $376,000 | -10.9% | 1,468 | +0.1% | 0.18% | -9.1% |
DHI | Sell | D R HORTON INC | $373,000 | -9.0% | 4,445 | -2.0% | 0.18% | -7.8% |
BMY | Sell | BRISTOL-MYERS SQUIBB CO | $368,000 | -15.6% | 6,226 | -4.6% | 0.18% | -14.2% |
SIVB | SVB FINANCIAL GROUP | $367,000 | +16.1% | 568 | 0.0% | 0.17% | +17.6% | |
MAR | MARRIOTT INTL INC NEWcl a | $364,000 | +8.3% | 2,458 | 0.0% | 0.17% | +10.2% | |
DLR | Buy | DIGITAL RLTY TR INC | $360,000 | 0.0% | 2,490 | +4.2% | 0.17% | +1.8% |
AXP | Sell | AMERICAN EXPRESS CO | $358,000 | -2.5% | 2,136 | -3.7% | 0.17% | -1.2% |
MTD | Sell | METTLER TOLEDO INTERNATIONAL | $348,000 | -7.9% | 253 | -7.3% | 0.16% | -6.8% |
UTG | Buy | REAVES UTIL INCOME FD | $346,000 | -4.2% | 10,564 | +0.3% | 0.16% | -3.0% |
GPC | GENUINE PARTS CO | $340,000 | -4.2% | 2,805 | 0.0% | 0.16% | -2.4% | |
SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $341,000 | -0.3% | 3,278 | -0.1% | 0.16% | +1.2% |
FITB | Buy | FIFTH THIRD BANCORP | $337,000 | +11.2% | 7,941 | +0.1% | 0.16% | +12.7% |
EXC | Sell | EXELON CORP | $334,000 | +3.4% | 6,900 | -5.5% | 0.16% | +5.3% |
BLK | Sell | BLACKROCK INC | $333,000 | -19.4% | 397 | -15.9% | 0.16% | -18.1% |
LH | Sell | LABORATORY CORP AMER HLDGS | $332,000 | +0.3% | 1,179 | -1.7% | 0.16% | +1.9% |
PEP | PEPSICO INC | $333,000 | +1.5% | 2,217 | 0.0% | 0.16% | +3.3% | |
SPSB | SPDR SER TRportfolio short | $323,000 | -0.3% | 10,350 | 0.0% | 0.15% | +1.3% | |
NKE | Sell | NIKE INCcl b | $318,000 | -17.4% | 2,193 | -12.0% | 0.15% | -16.1% |
ABB | ABB LTDsponsored adr | $314,000 | -1.9% | 9,410 | 0.0% | 0.15% | -0.7% | |
RGLD | Buy | ROYAL GOLD INC | $308,000 | -16.1% | 3,221 | +0.1% | 0.15% | -15.1% |
CP | CANADIAN PAC RY LTD | $306,000 | -15.2% | 4,700 | 0.0% | 0.14% | -14.2% | |
JEPI | New | J P MORGAN EXCHANGE-TRADED Fequity premium | $306,000 | – | 5,125 | +100.0% | 0.14% | – |
ZTS | Sell | ZOETIS INCcl a | $303,000 | +2.4% | 1,561 | -1.6% | 0.14% | +4.3% |
HPQ | Sell | HP INC | $298,000 | -13.4% | 10,906 | -4.4% | 0.14% | -11.8% |
LMT | Sell | LOCKHEED MARTIN CORP | $295,000 | -13.7% | 854 | -5.5% | 0.14% | -12.5% |
EWL | Sell | ISHARES INCmsci switzerland | $290,000 | -7.1% | 6,218 | -3.2% | 0.14% | -5.5% |
SLYV | SPDR SER TRs&p 600 smcp val | $286,000 | -4.7% | 3,494 | 0.0% | 0.14% | -2.9% | |
AON | AON PLC | $285,000 | +19.7% | 996 | 0.0% | 0.14% | +21.6% | |
EWD | Sell | ISHARES INCmsci sweden etf | $282,000 | -12.1% | 6,294 | -9.0% | 0.13% | -10.7% |
TSM | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $282,000 | -6.9% | 2,522 | 0.0% | 0.13% | -5.6% | |
TGT | Buy | TARGET CORP | $270,000 | -5.3% | 1,180 | +0.1% | 0.13% | -3.8% |
EWC | Sell | ISHARES INCmsci cda etf | $269,000 | -8.8% | 7,420 | -6.3% | 0.13% | -7.2% |
PLD | Sell | PROLOGIS INC. | $269,000 | +1.5% | 2,141 | -3.4% | 0.13% | +3.2% |
USB | US BANCORP DEL | $268,000 | +4.3% | 4,505 | 0.0% | 0.13% | +5.8% | |
UPS | UNITED PARCEL SERVICE INCcl b | $267,000 | -12.5% | 1,467 | 0.0% | 0.13% | -11.2% | |
NVO | NOVO-NORDISK A Sadr | $266,000 | +14.7% | 2,775 | 0.0% | 0.13% | +16.7% | |
TFC | Sell | TRUIST FINL CORP | $263,000 | -1.1% | 4,476 | -6.7% | 0.12% | +0.8% |
UL | UNILEVER PLCspon adr new | $262,000 | -7.1% | 4,825 | 0.0% | 0.12% | -5.3% | |
FBHS | Buy | FORTUNE BRANDS HOME & SEC IN | $258,000 | -10.1% | 2,885 | +0.2% | 0.12% | -8.2% |
SHY | ISHARES TR1 3 yr treas bd | $258,000 | 0.0% | 3,000 | 0.0% | 0.12% | +1.7% | |
BFB | Sell | BROWN FORMAN CORPcl b | $256,000 | -14.7% | 3,823 | -4.6% | 0.12% | -12.9% |
TRV | Buy | TRAVELERS COMPANIES INC | $257,000 | +1.6% | 1,693 | +0.1% | 0.12% | +3.4% |
EMNT | PIMCO ETF TRenhancd short | $252,000 | 0.0% | 2,500 | 0.0% | 0.12% | +1.7% | |
CVS | CVS HEALTH CORP | $252,000 | +2.0% | 2,964 | 0.0% | 0.12% | +3.4% | |
SDGR | New | SCHRODINGER INC | $251,000 | – | 4,590 | +100.0% | 0.12% | – |
FIS | Sell | FIDELITY NATL INFORMATION SV | $246,000 | -19.3% | 2,025 | -5.8% | 0.12% | -18.2% |
AEP | AMERICAN ELEC PWR CO INC | $247,000 | -3.9% | 3,040 | 0.0% | 0.12% | -2.5% | |
EIX | Buy | EDISON INTL | $242,000 | -4.0% | 4,366 | +0.1% | 0.12% | -2.5% |
BIIB | Sell | BIOGEN INC | $241,000 | -22.8% | 850 | -5.6% | 0.12% | -21.2% |
SCHX | SCHWAB STRATEGIC TRus lrg cap etf | $238,000 | 0.0% | 2,285 | 0.0% | 0.11% | +1.8% | |
GLW | Sell | CORNING INC | $236,000 | -14.8% | 6,475 | -4.4% | 0.11% | -13.8% |
SCHV | SCHWAB STRATEGIC TRus lcap va etf | $234,000 | -1.3% | 3,470 | 0.0% | 0.11% | 0.0% | |
BA | Sell | BOEING CO | $232,000 | -17.7% | 1,057 | -10.2% | 0.11% | -16.7% |
CVX | Sell | CHEVRON CORP NEW | $231,000 | -28.3% | 2,273 | -26.0% | 0.11% | -27.2% |
PKI | Sell | PERKINELMER INC | $227,000 | +7.1% | 1,310 | -4.7% | 0.11% | +9.1% |
CCI | Sell | CROWN CASTLE INTL CORP NEW | $227,000 | -16.5% | 1,310 | -6.1% | 0.11% | -15.0% |
PHYS | SPROTT PHYSICAL GOLD TRunit | $228,000 | -8.4% | 13,310 | 0.0% | 0.11% | -6.9% | |
RELX | RELX PLCsponsored adr | $226,000 | +8.1% | 7,838 | 0.0% | 0.11% | +9.2% | |
SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $225,000 | -3.4% | 5,815 | -1.4% | 0.11% | -1.8% |
MA | Sell | MASTERCARD INCORPORATEDcl a | $223,000 | -8.6% | 642 | -3.7% | 0.11% | -7.0% |
EW | Sell | EDWARDS LIFESCIENCES CORP | $224,000 | -1.3% | 1,975 | -10.0% | 0.11% | 0.0% |
PNC | Sell | PNC FINL SVCS GROUP INC | $221,000 | +1.4% | 1,131 | -1.1% | 0.10% | +2.9% |
ECL | Buy | ECOLAB INC | $218,000 | +1.4% | 1,043 | +0.1% | 0.10% | +3.0% |
MGA | MAGNA INTL INC | $218,000 | -19.0% | 2,900 | 0.0% | 0.10% | -17.5% | |
WY | Sell | WEYERHAEUSER CO MTN BE | $217,000 | +0.9% | 6,109 | -2.4% | 0.10% | +2.0% |
A | AGILENT TECHNOLOGIES INC | $217,000 | +6.4% | 1,378 | 0.0% | 0.10% | +8.4% | |
JBHT | Buy | HUNT J B TRANS SVCS INC | $212,000 | +2.9% | 1,267 | +0.1% | 0.10% | +5.2% |
EL | LAUDER ESTEE COS INCcl a | $211,000 | -5.8% | 705 | 0.0% | 0.10% | -4.8% | |
EWA | Sell | ISHARES INCmsci aust etf | $211,000 | -14.2% | 8,483 | -10.5% | 0.10% | -13.0% |
SYY | Sell | SYSCO CORP | $211,000 | -17.3% | 2,687 | -18.2% | 0.10% | -16.0% |
PAYX | New | PAYCHEX INC | $208,000 | – | 1,850 | +100.0% | 0.10% | – |
NSC | NORFOLK SOUTHN CORP | $205,000 | -9.7% | 855 | 0.0% | 0.10% | -8.5% | |
MDLZ | MONDELEZ INTL INCcl a | $202,000 | -6.9% | 3,470 | 0.0% | 0.10% | -5.0% | |
FMC | Sell | FMC CORP | $201,000 | -16.2% | 2,200 | -0.7% | 0.10% | -14.3% |
GDX | Sell | VANECK ETF TRUSTgold miners etf | $203,000 | -15.1% | 6,883 | -2.1% | 0.10% | -14.3% |
KLAC | KLA CORP | $201,000 | +3.1% | 600 | 0.0% | 0.10% | +5.5% | |
STE | Sell | STERIS PLC | $203,000 | -12.1% | 993 | -11.2% | 0.10% | -11.1% |
RIO | RIO TINTO PLCsponsored adr | $200,000 | -20.6% | 3,000 | 0.0% | 0.10% | -19.5% | |
KMX | CARMAX INC | $193,000 | -1.0% | 1,510 | 0.0% | 0.09% | +1.1% | |
K | Sell | KELLOGG CO | $192,000 | -2.5% | 3,004 | -2.1% | 0.09% | -1.1% |
ITW | Sell | ILLINOIS TOOL WKS INC | $190,000 | -11.6% | 920 | -4.2% | 0.09% | -10.9% |
VOE | Exit | VANGUARD INDEX FDSmcap vl idxvip | $0 | – | -1,405 | -100.0% | -0.09% | – |
LEN | Exit | LENNAR CORPcl a | $0 | – | -1,979 | -100.0% | -0.09% | – |
SNY | Exit | SANOFIsponsored adr | $0 | – | -3,860 | -100.0% | -0.10% | – |
CLX | Exit | CLOROX CO DEL | $0 | – | -1,144 | -100.0% | -0.10% | – |
SWK | Exit | STANLEY BLACK & DECKER INC | $0 | – | -1,085 | -100.0% | -0.10% | – |
GRA | Exit | GRACE W R & CO DEL NEW | $0 | – | -4,300 | -100.0% | -0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-15
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.