$237 Million is the total value of TIEMANN INVESTMENT ADVISORS, LLC's 228 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 11.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AGG | Buy | ISHARES TRcore us aggbd et | $19,027,000 | +3.4% | 166,783 | +4.0% | 8.04% | -8.1% |
| AAPL | Sell | APPLE INC | $15,127,000 | +24.1% | 85,186 | -1.1% | 6.39% | +10.4% |
| MSFT | Sell | MICROSOFT CORP | $13,484,000 | +17.0% | 40,092 | -1.9% | 5.70% | +4.1% |
| IEFA | Buy | ISHARES TRcore msci eafe | $5,893,000 | +8.9% | 78,958 | +8.3% | 2.49% | -3.1% |
| NET | Sell | CLOUDFLARE INC | $4,973,000 | +14.5% | 37,819 | -1.9% | 2.10% | +1.8% |
| JPM | Sell | JPMORGAN CHASE & CO | $4,405,000 | -3.4% | 27,820 | -0.1% | 1.86% | -14.1% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $3,745,000 | -3.9% | 76,668 | -0.9% | 1.58% | -14.6% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $3,520,000 | +12.4% | 1,215 | +3.8% | 1.49% | 0.0% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $3,470,000 | +9.7% | 11,605 | +0.2% | 1.47% | -2.4% |
| CWI | Sell | SPDR INDEX SHS FDSmsci acwi exus | $3,455,000 | +1.1% | 117,869 | -0.1% | 1.46% | -10.2% |
| COST | Sell | COSTCO WHSL CORP NEW | $3,434,000 | +25.9% | 6,049 | -0.3% | 1.45% | +12.0% |
| JPST | Buy | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $3,188,000 | +0.9% | 63,158 | +1.4% | 1.35% | -10.3% |
| AMZN | Buy | AMAZON COM INC | $2,948,000 | +2.8% | 884 | +1.3% | 1.25% | -8.6% |
| JNJ | Buy | JOHNSON & JOHNSON | $2,940,000 | +10.6% | 17,185 | +4.4% | 1.24% | -1.6% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $2,933,000 | +6.5% | 28,069 | +2.6% | 1.24% | -5.3% |
| SHW | Buy | SHERWIN WILLIAMS CO | $2,899,000 | +26.1% | 8,233 | +0.2% | 1.22% | +12.1% |
| ORCL | Sell | ORACLE CORP | $2,838,000 | -2.4% | 32,537 | -2.5% | 1.20% | -13.2% |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $2,398,000 | +9.2% | 17,273 | +2.3% | 1.01% | -2.9% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $2,344,000 | +16.5% | 810 | +7.3% | 0.99% | +3.7% |
| CRM | Sell | SALESFORCE COM INC | $2,280,000 | -6.7% | 8,970 | -0.5% | 0.96% | -17.0% |
| ABBV | Buy | ABBVIE INC | $2,265,000 | +26.1% | 16,729 | +0.5% | 0.96% | +12.1% |
| LOW | Sell | LOWES COS INC | $2,209,000 | +17.8% | 8,548 | -7.6% | 0.93% | +4.7% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $2,125,000 | +27.1% | 7,506 | +18.1% | 0.90% | +13.0% |
| NVDA | Buy | NVIDIA CORPORATION | $2,103,000 | +43.5% | 7,150 | +1.0% | 0.89% | +27.5% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $2,052,000 | +7.5% | 3,963 | -0.2% | 0.87% | -4.4% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $2,035,000 | +13.3% | 18,386 | +5.5% | 0.86% | +0.7% |
| ALL | Sell | ALLSTATE CORP | $2,014,000 | -7.7% | 17,119 | -0.1% | 0.85% | -18.0% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $1,990,000 | +5.2% | 17,378 | +0.3% | 0.84% | -6.5% |
| ABT | ABBOTT LABS | $1,970,000 | +19.1% | 13,998 | 0.0% | 0.83% | +6.0% | |
| TDTF | Buy | FLEXSHARES TRiboxx 5yr trgt | $1,870,000 | +11.9% | 66,685 | +11.5% | 0.79% | -0.5% |
| MS | Buy | MORGAN STANLEY | $1,775,000 | +1.1% | 18,084 | +0.3% | 0.75% | -10.1% |
| TDTT | Buy | FLEXSHARES TRiboxx 3r targt | $1,768,000 | +10.6% | 67,190 | +10.6% | 0.75% | -1.7% |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC. | $1,709,000 | +13.4% | 19,634 | +100.0% | 0.72% | +0.8% |
| IGIB | Sell | ISHARES TR | $1,707,000 | -3.7% | 28,807 | -2.4% | 0.72% | -14.3% |
| TSLA | Buy | TESLA INC | $1,673,000 | +39.2% | 1,583 | +2.1% | 0.71% | +23.8% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $1,656,000 | +211.9% | 3,487 | +181.9% | 0.70% | +177.8% |
| GLD | Sell | SPDR GOLD TR | $1,648,000 | -3.9% | 9,637 | -7.7% | 0.70% | -14.5% |
| INTC | Buy | INTEL CORP | $1,506,000 | +13.7% | 29,240 | +17.7% | 0.64% | +1.3% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $1,489,000 | +12.7% | 17,459 | +4.7% | 0.63% | +0.2% |
| EWJ | Buy | ISHARES INCmsci jpn etf new | $1,483,000 | -4.6% | 22,145 | +0.1% | 0.63% | -15.2% |
| TIP | Sell | ISHARES TRtips bd etf | $1,457,000 | +0.3% | 11,280 | -0.9% | 0.62% | -10.9% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $1,437,000 | +33.8% | 2,861 | +4.1% | 0.61% | +19.0% |
| ESS | ESSEX PPTY TR INC | $1,425,000 | +10.2% | 4,044 | 0.0% | 0.60% | -2.1% | |
| IWB | ISHARES TRrus 1000 etf | $1,420,000 | +9.4% | 5,370 | 0.0% | 0.60% | -2.8% | |
| HD | Sell | HOME DEPOT INC | $1,385,000 | +8.9% | 3,337 | -13.9% | 0.58% | -3.3% |
| O | Sell | REALTY INCOME CORP | $1,337,000 | +2.6% | 18,671 | -7.1% | 0.56% | -8.7% |
| CSCO | Buy | CISCO SYS INC | $1,329,000 | +27.5% | 20,967 | +9.5% | 0.56% | +13.5% |
| EFA | Sell | ISHARES TRmsci eafe etf | $1,320,000 | +0.7% | 16,776 | -0.2% | 0.56% | -10.4% |
| CAT | Sell | CATERPILLAR INC | $1,287,000 | +2.4% | 6,223 | -5.0% | 0.54% | -8.9% |
| PG | Buy | PROCTER AND GAMBLE CO | $1,284,000 | +135.2% | 7,850 | +101.0% | 0.54% | +108.8% |
| MMM | Buy | 3M CO | $1,280,000 | +25.7% | 7,203 | +24.1% | 0.54% | +11.8% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $1,242,000 | +68.1% | 5,582 | +65.2% | 0.52% | +49.6% |
| LQD | ISHARES TRiboxx inv cp etf | $1,216,000 | -0.4% | 9,176 | 0.0% | 0.51% | -11.4% | |
| ISRG | Buy | INTUITIVE SURGICAL INC | $1,145,000 | +8.2% | 3,186 | +199.4% | 0.48% | -3.8% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $1,142,000 | +11.6% | 13,643 | -1.5% | 0.48% | -0.6% |
| TLT | Sell | ISHARES TR20 yr tr bd etf | $1,141,000 | -0.9% | 7,698 | -3.4% | 0.48% | -11.9% |
| V | Buy | VISA INC | $1,101,000 | -2.3% | 5,079 | +0.4% | 0.46% | -13.2% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $1,050,000 | +7.3% | 6,701 | -0.5% | 0.44% | -4.5% |
| ELS | EQUITY LIFESTYLE PPTYS INC | $1,014,000 | +12.2% | 11,571 | 0.0% | 0.43% | -0.2% | |
| AMGN | Buy | AMGEN INC | $974,000 | +21.8% | 4,330 | +15.2% | 0.41% | +8.4% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $967,000 | +9.9% | 2,027 | -0.7% | 0.41% | -2.2% |
| FFC | Sell | FLAHERTY & CRUMRINE PFD SECS | $938,000 | -18.4% | 43,205 | -16.2% | 0.40% | -27.5% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $926,000 | +0.1% | 10,761 | +0.0% | 0.39% | -11.1% |
| PII | Sell | POLARIS INC | $921,000 | -8.7% | 8,380 | -0.6% | 0.39% | -19.0% |
| DFS | DISCOVER FINL SVCS | $896,000 | -5.9% | 7,750 | 0.0% | 0.38% | -16.2% | |
| ADM | Buy | ARCHER DANIELS MIDLAND CO | $848,000 | +12.6% | 12,548 | +0.0% | 0.36% | 0.0% |
| BAC | Buy | BK OF AMERICA CORP | $825,000 | +5.1% | 18,549 | +0.3% | 0.35% | -6.4% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $815,000 | +10.9% | 15,623 | +0.0% | 0.34% | -1.4% |
| FB | Sell | META PLATFORMS INCcl a | $789,000 | -6.5% | 2,346 | -5.6% | 0.33% | -17.0% |
| ALB | Buy | ALBEMARLE CORP | $786,000 | +9.9% | 3,361 | +2.9% | 0.33% | -2.4% |
| PFE | Buy | PFIZER INC | $783,000 | +39.1% | 13,256 | +1.3% | 0.33% | +23.5% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $784,000 | +1.7% | 1,383 | +3.2% | 0.33% | -9.6% |
| DIS | Buy | DISNEY WALT CO | $780,000 | -7.5% | 5,038 | +1.1% | 0.33% | -17.7% |
| AMAT | APPLIED MATLS INC | $776,000 | +22.2% | 4,932 | 0.0% | 0.33% | +8.6% | |
| UNP | Buy | UNION PAC CORP | $732,000 | +29.8% | 2,904 | +0.9% | 0.31% | +15.3% |
| MFMS | Sell | RBB FD INCmotley fool sml | $728,000 | -8.4% | 19,830 | -2.5% | 0.31% | -18.5% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $692,000 | -9.2% | 13,326 | -5.5% | 0.29% | -19.3% |
| MRK | Buy | MERCK & CO INC | $689,000 | +12.2% | 8,995 | +10.1% | 0.29% | -0.3% |
| INTU | Sell | INTUIT | $683,000 | +18.8% | 1,061 | -0.5% | 0.29% | +5.9% |
| SBUX | Buy | STARBUCKS CORP | $668,000 | +6.4% | 5,715 | +0.4% | 0.28% | -5.4% |
| MCD | Buy | MCDONALDS CORP | $663,000 | +19.0% | 2,473 | +7.0% | 0.28% | +5.7% |
| NFLX | Buy | NETFLIX INC | $645,000 | -0.9% | 1,070 | +0.3% | 0.27% | -11.7% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $643,000 | -9.7% | 12,784 | +0.4% | 0.27% | -19.5% |
| CP | Buy | CANADIAN PAC RY LTD | $631,000 | +106.2% | 8,776 | +86.7% | 0.27% | +84.1% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $630,000 | -9.7% | 1,645 | -10.8% | 0.27% | -19.9% |
| EWU | Buy | ISHARES TRmsci uk etf new | $588,000 | +5.0% | 17,737 | +2.2% | 0.25% | -6.4% |
| WMT | Buy | WALMART INC | $579,000 | +5.3% | 3,998 | +1.3% | 0.24% | -6.1% |
| IIPR | Buy | INNOVATIVE INDL PPTYS INC | $578,000 | +14.0% | 2,198 | +0.2% | 0.24% | +1.2% |
| FDX | FEDEX CORP | $575,000 | +17.8% | 2,223 | 0.0% | 0.24% | +4.7% | |
| AMT | Buy | AMERICAN TOWER CORP NEW | $576,000 | +11.6% | 1,968 | +1.2% | 0.24% | -0.8% |
| GD | GENERAL DYNAMICS CORP | $573,000 | +6.3% | 2,750 | 0.0% | 0.24% | -5.5% | |
| EMN | Buy | EASTMAN CHEM CO | $559,000 | +20.0% | 4,627 | +0.0% | 0.24% | +6.8% |
| CL | COLGATE PALMOLIVE CO | $548,000 | +13.0% | 6,423 | 0.0% | 0.23% | +0.4% | |
| KEYS | Sell | KEYSIGHT TECHNOLOGIES INC | $549,000 | +25.3% | 2,658 | -0.2% | 0.23% | +11.5% |
| JPEM | Buy | J P MORGAN EXCHANGE-TRADED Fdiv rtn em eqt | $550,000 | +36.1% | 9,681 | +38.0% | 0.23% | +20.8% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $547,000 | +19.7% | 820 | +2.5% | 0.23% | +6.5% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $542,000 | -4.9% | 4,053 | -1.2% | 0.23% | -15.5% |
| CMI | Buy | CUMMINS INC | $538,000 | -2.9% | 2,468 | +0.1% | 0.23% | -13.7% |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $537,000 | – | 1,350 | +100.0% | 0.23% | – |
| NEE | Sell | NEXTERA ENERGY INC | $528,000 | +16.8% | 5,658 | -1.8% | 0.22% | +3.7% |
| SCHA | SCHWAB STRATEGIC TRus sml cap etf | $525,000 | +2.3% | 5,128 | 0.0% | 0.22% | -9.0% | |
| MDT | Sell | MEDTRONIC PLC | $526,000 | -18.2% | 5,080 | -1.0% | 0.22% | -27.5% |
| CARR | CARRIER GLOBAL CORPORATION | $501,000 | +4.8% | 9,236 | 0.0% | 0.21% | -6.6% | |
| DUK | Sell | DUKE ENERGY CORP NEW | $497,000 | +6.0% | 4,737 | -1.5% | 0.21% | -5.8% |
| DHI | Buy | D R HORTON INC | $498,000 | +33.5% | 4,595 | +3.4% | 0.21% | +18.6% |
| LIN | LINDE PLC | $497,000 | +18.1% | 1,435 | 0.0% | 0.21% | +5.0% | |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $491,000 | -3.5% | 9,920 | -2.5% | 0.21% | -14.0% |
| CSX | Buy | CSX CORP | $493,000 | +26.4% | 13,121 | +0.0% | 0.21% | +12.4% |
| EMR | EMERSON ELEC CO | $488,000 | -1.2% | 5,245 | 0.0% | 0.21% | -12.3% | |
| EWQ | ISHARES INCmsci france etf | $479,000 | +4.4% | 12,322 | 0.0% | 0.20% | -7.3% | |
| KO | Sell | COCA COLA CO | $478,000 | +10.9% | 8,067 | -1.7% | 0.20% | -1.5% |
| ROK | Sell | ROCKWELL AUTOMATION INC | $475,000 | +18.2% | 1,362 | -0.3% | 0.20% | +5.2% |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $475,000 | +19.3% | 1,891 | +0.1% | 0.20% | +6.3% |
| LLY | Sell | LILLY ELI & CO | $472,000 | +16.0% | 1,710 | -2.8% | 0.20% | +3.6% |
| SAND | Sell | SANDSTORM GOLD LTD | $471,000 | -7.5% | 75,900 | -14.1% | 0.20% | -17.8% |
| SNPS | Sell | SYNOPSYS INC | $464,000 | -12.0% | 1,259 | -28.4% | 0.20% | -21.6% |
| FISV | Buy | FISERV INC | $462,000 | -3.1% | 4,450 | +1.1% | 0.20% | -14.1% |
| DE | Sell | DEERE & CO | $462,000 | -12.5% | 1,347 | -14.6% | 0.20% | -22.3% |
| KMB | Sell | KIMBERLY-CLARK CORP | $461,000 | +7.7% | 3,225 | -0.3% | 0.20% | -3.9% |
| GM | Buy | GENERAL MTRS CO | $454,000 | +12.9% | 7,735 | +1.3% | 0.19% | +0.5% |
| AMLP | ALPS ETF TRalerian mlp | $452,000 | -1.7% | 13,800 | 0.0% | 0.19% | -12.8% | |
| APD | Buy | AIR PRODS & CHEMS INC | $447,000 | +18.9% | 1,469 | +0.1% | 0.19% | +5.6% |
| DLR | Buy | DIGITAL RLTY TR INC | $446,000 | +23.9% | 2,520 | +1.2% | 0.19% | +10.5% |
| GIS | Buy | GENERAL MLS INC | $447,000 | +12.6% | 6,630 | +0.0% | 0.19% | 0.0% |
| CVS | Buy | CVS HEALTH CORP | $436,000 | +73.0% | 4,224 | +42.5% | 0.18% | +53.3% |
| T | Sell | AT&T INC | $426,000 | -28.9% | 17,324 | -21.9% | 0.18% | -36.8% |
| HON | Buy | HONEYWELL INTL INC | $423,000 | +1.0% | 2,027 | +2.8% | 0.18% | -10.1% |
| TXN | TEXAS INSTRS INC | $424,000 | -1.9% | 2,250 | 0.0% | 0.18% | -12.7% | |
| EXC | Buy | EXELON CORP | $420,000 | +25.7% | 7,275 | +5.4% | 0.18% | +11.9% |
| MTD | Sell | METTLER TOLEDO INTERNATIONAL | $421,000 | +21.0% | 248 | -2.0% | 0.18% | +7.9% |
| EWN | Buy | ISHARES INCmsci netherl etf | $421,000 | +2.2% | 8,376 | +0.0% | 0.18% | -9.2% |
| XOM | Sell | EXXON MOBIL CORP | $422,000 | +1.9% | 6,896 | -2.1% | 0.18% | -9.6% |
| PEP | Buy | PEPSICO INC | $418,000 | +25.5% | 2,407 | +8.6% | 0.18% | +12.0% |
| FNV | FRANCO NEV CORP | $413,000 | +6.4% | 2,990 | 0.0% | 0.18% | -4.9% | |
| HPQ | HP INC | $411,000 | +37.9% | 10,906 | 0.0% | 0.17% | +22.5% | |
| MAR | MARRIOTT INTL INC NEWcl a | $406,000 | +11.5% | 2,458 | 0.0% | 0.17% | -0.6% | |
| EWG | Buy | ISHARES INCmsci germany etf | $408,000 | -0.2% | 12,436 | +0.0% | 0.17% | -11.3% |
| OTIS | OTIS WORLDWIDE CORP | $401,000 | +5.8% | 4,607 | 0.0% | 0.17% | -6.1% | |
| GPC | GENUINE PARTS CO | $393,000 | +15.6% | 2,805 | 0.0% | 0.17% | +2.5% | |
| ZTS | Buy | ZOETIS INCcl a | $393,000 | +29.7% | 1,611 | +3.2% | 0.17% | +15.3% |
| VOE | New | VANGUARD INDEX FDSmcap vl idxvip | $386,000 | – | 2,566 | +100.0% | 0.16% | – |
| BLK | Buy | BLACKROCK INC | $382,000 | +14.7% | 417 | +5.0% | 0.16% | +1.9% |
| NKE | Buy | NIKE INCcl b | $377,000 | +18.6% | 2,260 | +3.1% | 0.16% | +5.3% |
| UTG | Buy | REAVES UTIL INCOME FD | $372,000 | +7.5% | 10,603 | +0.4% | 0.16% | -4.3% |
| LH | Sell | LABORATORY CORP AMER HLDGS | $369,000 | +11.1% | 1,174 | -0.4% | 0.16% | -1.3% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $368,000 | 0.0% | 5,906 | -5.1% | 0.16% | -10.9% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $370,000 | +8.5% | 3,275 | -0.1% | 0.16% | -3.7% |
| PLD | Buy | PROLOGIS INC. | $366,000 | +36.1% | 2,176 | +1.6% | 0.16% | +21.1% |
| CCI | Buy | CROWN CASTLE INTL CORP NEW | $367,000 | +61.7% | 1,760 | +34.4% | 0.16% | +43.5% |
| ABB | ABB LTDsponsored adr | $359,000 | +14.3% | 9,410 | 0.0% | 0.15% | +2.0% | |
| AXP | Buy | AMERICAN EXPRESS CO | $353,000 | -1.4% | 2,157 | +1.0% | 0.15% | -12.4% |
| FITB | Buy | FIFTH THIRD BANCORP | $346,000 | +2.7% | 7,947 | +0.1% | 0.15% | -8.8% |
| DIA | New | SPDR DOW JONES INDL AVERAGEut ser 1 | $345,000 | – | 950 | +100.0% | 0.15% | – |
| JEPI | Buy | J P MORGAN EXCHANGE-TRADED Fequity premium | $340,000 | +11.1% | 5,375 | +4.9% | 0.14% | -0.7% |
| RGLD | Buy | ROYAL GOLD INC | $339,000 | +10.1% | 3,224 | +0.1% | 0.14% | -2.1% |
| EWL | ISHARES INCmsci switzerland | $328,000 | +13.1% | 6,218 | 0.0% | 0.14% | +0.7% | |
| SPSB | SPDR SER TRportfolio short | $321,000 | -0.6% | 10,350 | 0.0% | 0.14% | -11.7% | |
| SIVB | Sell | SVB FINANCIAL GROUP | $319,000 | -13.1% | 470 | -17.3% | 0.14% | -22.4% |
| LMT | Buy | LOCKHEED MARTIN CORP | $318,000 | +7.8% | 894 | +4.7% | 0.13% | -4.3% |
| UPS | UNITED PARCEL SERVICE INCcl b | $314,000 | +17.6% | 1,467 | 0.0% | 0.13% | +4.7% | |
| CVX | Buy | CHEVRON CORP NEW | $312,000 | +35.1% | 2,655 | +16.8% | 0.13% | +20.0% |
| FBHS | Buy | FORTUNE BRANDS HOME & SEC IN | $309,000 | +19.8% | 2,889 | +0.1% | 0.13% | +6.5% |
| NVO | NOVO-NORDISK A Sadr | $311,000 | +16.9% | 2,775 | 0.0% | 0.13% | +4.0% | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $303,000 | +7.4% | 2,522 | 0.0% | 0.13% | -4.5% | |
| KLAC | Buy | KLA CORP | $301,000 | +49.8% | 700 | +16.7% | 0.13% | +32.3% |
| AON | AON PLC | $299,000 | +4.9% | 996 | 0.0% | 0.13% | -6.7% | |
| EIX | Buy | EDISON INTL | $298,000 | +23.1% | 4,368 | +0.0% | 0.13% | +9.6% |
| EWD | Buy | ISHARES INCmsci sweden etf | $293,000 | +3.9% | 6,328 | +0.5% | 0.12% | -7.5% |
| EWC | ISHARES INCmsci cda etf | $285,000 | +5.9% | 7,420 | 0.0% | 0.12% | -6.2% | |
| AVGO | New | BROADCOM INC | $284,000 | – | 427 | +100.0% | 0.12% | – |
| IBB | New | ISHARES TRishares biotech | $280,000 | – | 1,836 | +100.0% | 0.12% | – |
| TGT | Buy | TARGET CORP | $274,000 | +1.5% | 1,182 | +0.2% | 0.12% | -9.4% |
| BFB | Sell | BROWN FORMAN CORPcl b | $272,000 | +6.2% | 3,730 | -2.4% | 0.12% | -5.7% |
| AEP | AMERICAN ELEC PWR CO INC | $270,000 | +9.3% | 3,040 | 0.0% | 0.11% | -2.6% | |
| PKI | PERKINELMER INC | $263,000 | +15.9% | 1,310 | 0.0% | 0.11% | +2.8% | |
| WY | Buy | WEYERHAEUSER CO MTN BE | $261,000 | +20.3% | 6,349 | +3.9% | 0.11% | +6.8% |
| EL | LAUDER ESTEE COS INCcl a | $261,000 | +23.7% | 705 | 0.0% | 0.11% | +10.0% | |
| SHY | ISHARES TR1 3 yr treas bd | $257,000 | -0.4% | 3,000 | 0.0% | 0.11% | -11.4% | |
| TRV | Sell | TRAVELERS COMPANIES INC | $257,000 | 0.0% | 1,643 | -3.0% | 0.11% | -10.7% |
| TFC | Sell | TRUIST FINL CORP | $259,000 | -1.5% | 4,422 | -1.2% | 0.11% | -12.8% |
| EW | EDWARDS LIFESCIENCES CORP | $256,000 | +14.3% | 1,975 | 0.0% | 0.11% | +1.9% | |
| RELX | RELX PLCsponsored adr | $256,000 | +13.3% | 7,838 | 0.0% | 0.11% | +0.9% | |
| PAYX | PAYCHEX INC | $253,000 | +21.6% | 1,850 | 0.0% | 0.11% | +8.1% | |
| NSC | Sell | NORFOLK SOUTHN CORP | $254,000 | +23.9% | 852 | -0.4% | 0.11% | +10.3% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $252,000 | +5.9% | 2,210 | -3.3% | 0.11% | -5.3% |
| SCHV | SCHWAB STRATEGIC TRus lcap va etf | $254,000 | +8.5% | 3,470 | 0.0% | 0.11% | -3.6% | |
| USB | US BANCORP DEL | $253,000 | -5.6% | 4,505 | 0.0% | 0.11% | -15.7% | |
| UL | Sell | UNILEVER PLCspon adr new | $253,000 | -3.4% | 4,700 | -2.6% | 0.11% | -14.4% |
| EMNT | PIMCO ETF TRenhancd short | $250,000 | -0.8% | 2,500 | 0.0% | 0.11% | -11.7% | |
| DRE | New | DUKE REALTY CORP | $248,000 | – | 3,775 | +100.0% | 0.10% | – |
| DD | New | DUPONT DE NEMURS INC | $247,000 | – | 3,063 | +100.0% | 0.10% | – |
| ECL | Buy | ECOLAB INC | $247,000 | +13.3% | 1,053 | +1.0% | 0.10% | 0.0% |
| FMC | FMC CORP | $242,000 | +20.4% | 2,200 | 0.0% | 0.10% | +6.2% | |
| GILD | New | GILEAD SCIENCES INC | $238,000 | – | 3,277 | +100.0% | 0.10% | – |
| A | Buy | AGILENT TECHNOLOGIES INC | $236,000 | +8.8% | 1,478 | +7.3% | 0.10% | -2.9% |
| PHYS | SPROTT PHYSICAL GOLD TRunit | $236,000 | +3.5% | 13,310 | 0.0% | 0.10% | -7.4% | |
| MGA | MAGNA INTL INC | $235,000 | +7.8% | 2,900 | 0.0% | 0.10% | -4.8% | |
| DOW | New | DOW INC | $233,000 | – | 4,108 | +100.0% | 0.10% | – |
| MA | MASTERCARD INCORPORATEDcl a | $231,000 | +3.6% | 642 | 0.0% | 0.10% | -7.5% | |
| PNC | Buy | PNC FINL SVCS GROUP INC | $229,000 | +3.6% | 1,142 | +1.0% | 0.10% | -7.6% |
| NVR | New | NVR INC | $230,000 | – | 39 | +100.0% | 0.10% | – |
| MDLZ | MONDELEZ INTL INCcl a | $230,000 | +13.9% | 3,470 | 0.0% | 0.10% | +1.0% | |
| ITW | Sell | ILLINOIS TOOL WKS INC | $226,000 | +18.9% | 915 | -0.5% | 0.10% | +6.7% |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $225,000 | 0.0% | 5,790 | -0.4% | 0.10% | -11.2% |
| DGX | New | QUEST DIAGNOSTICS INC | $224,000 | – | 1,295 | +100.0% | 0.10% | – |
| JBHT | Sell | HUNT J B TRANS SVCS INC | $224,000 | +5.7% | 1,094 | -13.7% | 0.10% | -5.9% |
| GLW | Sell | CORNING INC | $222,000 | -5.9% | 5,975 | -7.7% | 0.09% | -16.1% |
| SYY | Buy | SYSCO CORP | $223,000 | +5.7% | 2,834 | +5.5% | 0.09% | -6.0% |
| FIS | FIDELITY NATL INFORMATION SV | $221,000 | -10.2% | 2,025 | 0.0% | 0.09% | -20.5% | |
| GDX | VANECK ETF TRUSTgold miners etf | $220,000 | +8.4% | 6,883 | 0.0% | 0.09% | -3.1% | |
| STE | Sell | STERIS PLC | $216,000 | +6.4% | 888 | -10.6% | 0.09% | -5.2% |
| New | WOLFSPEED INC | $215,000 | – | 1,926 | +100.0% | 0.09% | – | |
| BA | BOEING CO | $213,000 | -8.2% | 1,057 | 0.0% | 0.09% | -18.2% | |
| LEN | New | LENNAR CORPcl a | $213,000 | – | 1,829 | +100.0% | 0.09% | – |
| SPGI | New | S&P GLOBAL INC | $210,000 | – | 445 | +100.0% | 0.09% | – |
| SLYV | Sell | SPDR SER TRs&p 600 smcp val | $211,000 | -26.2% | 2,494 | -28.6% | 0.09% | -34.6% |
| CDNS | New | CADENCE DESIGN SYSTEM INC | $211,000 | – | 1,130 | +100.0% | 0.09% | – |
| EWA | ISHARES INCmsci aust etf | $211,000 | 0.0% | 8,483 | 0.0% | 0.09% | -11.0% | |
| XLI | New | SELECT SECTOR SPDR TRsbi int-ints | $205,000 | – | 1,940 | +100.0% | 0.09% | – |
| WST | New | WEST PHARMACEUTICAL SVSC INC | $206,000 | – | 440 | +100.0% | 0.09% | – |
| ADI | New | ANALOG DEVICES INC | $204,000 | – | 1,163 | +100.0% | 0.09% | – |
| CPRT | New | COPART INC | $204,000 | – | 1,347 | +100.0% | 0.09% | – |
| BIIB | BIOGEN INC | $204,000 | -15.4% | 850 | 0.0% | 0.09% | -25.2% | |
| RIO | RIO TINTO PLCsponsored adr | $201,000 | +0.5% | 3,000 | 0.0% | 0.08% | -10.5% | |
| QCOM | New | QUALCOMM INC | $201,000 | – | 1,100 | +100.0% | 0.08% | – |
| BK | New | BANK NEW YORK MELLON CORP | $200,000 | – | 3,452 | +100.0% | 0.08% | – |
| KMX | CARMAX INC | $197,000 | +2.1% | 1,510 | 0.0% | 0.08% | -9.8% | |
| K | KELLOGG CO | $194,000 | +1.0% | 3,004 | 0.0% | 0.08% | -9.9% | |
| SDGR | Exit | SCHRODINGER INC | $0 | – | -4,590 | -100.0% | -0.12% | – |
| KSU | Exit | KANSAS CITY SOUTHERN | $0 | – | -1,414 | -100.0% | -0.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-14
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.