$187 Million is the total value of TIEMANN INVESTMENT ADVISORS, LLC's 197 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 5.7% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AGG | Sell | ISHARES TRcore us aggbd et | $17,584,000 | -5.4% | 172,937 | -0.3% | 9.39% | +9.3% |
AAPL | Sell | APPLE INC | $10,374,000 | -22.5% | 75,880 | -1.1% | 5.54% | -10.6% |
MSFT | Sell | MICROSOFT CORP | $9,987,000 | -17.2% | 38,886 | -0.6% | 5.33% | -4.4% |
IEFA | Buy | ISHARES TRcore msci eafe | $5,399,000 | -12.9% | 91,741 | +2.9% | 2.88% | +0.6% |
IJS | Buy | ISHARES TRsp smcp600vl etf | $4,714,000 | +71.2% | 52,947 | +96.9% | 2.52% | +97.6% |
JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $3,975,000 | +21.2% | 79,348 | +21.6% | 2.12% | +40.0% |
EEM | Buy | ISHARES TRmsci emg mkt etf | $3,021,000 | -11.0% | 75,331 | +0.2% | 1.61% | +2.7% |
JNJ | Sell | JOHNSON & JOHNSON | $3,006,000 | -0.1% | 16,932 | -0.3% | 1.60% | +15.3% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $2,972,000 | -23.0% | 10,887 | -0.5% | 1.59% | -11.1% |
JPM | Sell | JPMORGAN CHASE & CO | $2,910,000 | -18.1% | 25,844 | -0.9% | 1.55% | -5.5% |
CWI | Sell | SPDR INDEX SHS FDSmsci acwi exus | $2,700,000 | -14.6% | 113,537 | -1.1% | 1.44% | -1.4% |
IJR | Buy | ISHARES TRcore s&p scp etf | $2,682,000 | +45.1% | 29,023 | +69.4% | 1.43% | +67.7% |
COST | Sell | COSTCO WHSL CORP NEW | $2,664,000 | -17.1% | 5,558 | -0.4% | 1.42% | -4.3% |
GOOGL | Sell | ALPHABET INCcap stk cl a | $2,661,000 | -22.0% | 1,221 | -0.4% | 1.42% | -10.0% |
ABBV | Sell | ABBVIE INC | $2,531,000 | -5.7% | 16,524 | -0.2% | 1.35% | +8.9% |
SPY | Buy | SPDR S&P 500 ETF TRtr unit | $2,259,000 | +43.4% | 5,987 | +71.7% | 1.21% | +65.7% |
ORCL | ORACLE CORP | $2,259,000 | -15.6% | 32,337 | 0.0% | 1.21% | -2.5% | |
ALL | Sell | ALLSTATE CORP | $2,138,000 | -9.5% | 16,874 | -1.1% | 1.14% | +4.4% |
TDTF | Buy | FLEXSHARES TRiboxx 5yr trgt | $1,951,000 | -0.8% | 77,370 | +6.7% | 1.04% | +14.5% |
TDTT | Buy | FLEXSHARES TRiboxx 3r targt | $1,900,000 | +2.3% | 76,570 | +6.8% | 1.01% | +18.0% |
SHW | Buy | SHERWIN WILLIAMS CO | $1,847,000 | -8.3% | 8,248 | +2.2% | 0.99% | +5.8% |
IJJ | Buy | ISHARES TRs&p mc 400vl etf | $1,837,000 | -11.9% | 19,462 | +2.3% | 0.98% | +1.8% |
AMZN | Buy | AMAZON COM INC | $1,795,000 | -38.2% | 16,900 | +1796.7% | 0.96% | -28.7% |
NET | CLOUDFLARE INC | $1,756,000 | -63.5% | 40,141 | 0.0% | 0.94% | -57.8% | |
IJT | ISHARES TRs&p sml 600 gwt | $1,716,000 | -15.8% | 16,289 | 0.0% | 0.92% | -2.8% | |
IJH | Sell | ISHARES TRcore s&p mcp etf | $1,638,000 | -16.3% | 7,240 | -0.7% | 0.87% | -3.3% |
GLD | SPDR GOLD TR | $1,623,000 | -6.8% | 9,637 | 0.0% | 0.87% | +7.6% | |
LOW | Buy | LOWES COS INC | $1,614,000 | -5.9% | 9,238 | +8.8% | 0.86% | +8.7% |
GOOG | Sell | ALPHABET INCcap stk cl c | $1,560,000 | -22.1% | 713 | -0.6% | 0.83% | -10.0% |
UNH | Sell | UNITEDHEALTH GROUP INC | $1,516,000 | +0.5% | 2,951 | -0.2% | 0.81% | +15.9% |
ABT | ABBOTT LABS | $1,514,000 | -8.2% | 13,933 | 0.0% | 0.81% | +6.0% | |
MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $1,505,000 | -18.1% | 3,640 | -2.9% | 0.80% | -5.5% |
CRM | Buy | SALESFORCE INC | $1,489,000 | -21.2% | 9,020 | +1.3% | 0.80% | -9.0% |
IGIB | Sell | ISHARES TR | $1,450,000 | -7.6% | 28,389 | -0.8% | 0.77% | +6.6% |
TSLA | Buy | TESLA INC | $1,401,000 | -30.1% | 2,081 | +11.9% | 0.75% | -19.2% |
MS | MORGAN STANLEY | $1,350,000 | -13.0% | 17,744 | 0.0% | 0.72% | +0.6% | |
QQQ | Buy | INVESCO QQQ TRunit ser 1 | $1,331,000 | +172.2% | 4,750 | +251.9% | 0.71% | +214.2% |
TIP | ISHARES TRtips bd etf | $1,285,000 | -8.5% | 11,280 | 0.0% | 0.69% | +5.5% | |
O | Buy | REALTY INCOME CORP | $1,275,000 | -1.5% | 18,674 | +0.0% | 0.68% | +13.9% |
IJK | Buy | ISHARES TRs&p mc 400gr etf | $1,221,000 | -15.9% | 19,155 | +2.0% | 0.65% | -2.8% |
PG | Sell | PROCTER AND GAMBLE CO | $1,155,000 | -6.5% | 8,030 | -0.6% | 0.62% | +8.1% |
V | Buy | VISA INC | $1,130,000 | -3.9% | 5,739 | +8.2% | 0.60% | +10.8% |
MCHP | Sell | MICROCHIP TECHNOLOGY INC. | $1,129,000 | -23.3% | 19,434 | -0.8% | 0.60% | -11.5% |
IWB | ISHARES TRrus 1000 etf | $1,116,000 | -16.9% | 5,370 | 0.0% | 0.60% | -4.0% | |
EWJ | ISHARES INCmsci jpn etf new | $1,107,000 | -14.3% | 20,950 | 0.0% | 0.59% | -1.0% | |
CAT | Sell | CATERPILLAR INC | $1,095,000 | -20.7% | 6,123 | -1.2% | 0.58% | -8.6% |
ESS | ESSEX PPTY TR INC | $1,058,000 | -24.3% | 4,044 | 0.0% | 0.56% | -12.5% | |
RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $1,055,000 | -4.1% | 10,976 | -1.1% | 0.56% | +10.6% |
EFA | Buy | ISHARES TRmsci eafe etf | $1,049,000 | -15.1% | 16,779 | +0.0% | 0.56% | -1.9% |
INTC | Sell | INTEL CORP | $992,000 | -27.6% | 26,505 | -4.2% | 0.53% | -16.6% |
AMGN | AMGEN INC | $989,000 | +0.6% | 4,065 | 0.0% | 0.53% | +16.3% | |
NVDA | Sell | NVIDIA CORPORATION | $976,000 | -46.8% | 6,441 | -4.2% | 0.52% | -38.6% |
ADM | ARCHER DANIELS MIDLAND CO | $973,000 | -14.0% | 12,535 | 0.0% | 0.52% | -0.8% | |
IWM | Buy | ISHARES TRrussell 2000 etf | $945,000 | -17.5% | 5,577 | +0.0% | 0.50% | -4.7% |
HD | Sell | HOME DEPOT INC | $941,000 | -9.4% | 3,432 | -1.1% | 0.50% | +4.6% |
IVE | Sell | ISHARES TRs&p 500 val etf | $910,000 | -13.0% | 6,617 | -1.5% | 0.49% | +0.4% |
LQD | Sell | ISHARES TRiboxx inv cp etf | $898,000 | -18.0% | 8,161 | -9.8% | 0.48% | -5.3% |
CSCO | Sell | CISCO SYS INC | $872,000 | -26.0% | 20,447 | -3.3% | 0.46% | -14.7% |
MRK | MERCK & CO INC | $847,000 | +11.0% | 9,295 | 0.0% | 0.45% | +28.0% | |
PII | Sell | POLARIS INC | $823,000 | -6.8% | 8,290 | -1.1% | 0.44% | +7.6% |
ELS | EQUITY LIFESTYLE PPTYS INC | $815,000 | -7.9% | 11,571 | 0.0% | 0.44% | +6.4% | |
IVW | Sell | ISHARES TRs&p 500 grwt etf | $807,000 | -22.0% | 13,372 | -1.4% | 0.43% | -10.0% |
PFE | Sell | PFIZER INC | $758,000 | +0.5% | 14,456 | -0.7% | 0.40% | +16.0% |
DFS | Sell | DISCOVER FINL SVCS | $726,000 | -15.0% | 7,675 | -1.0% | 0.39% | -1.8% |
TLT | Sell | ISHARES TR20 yr tr bd etf | $725,000 | -26.3% | 6,314 | -15.2% | 0.39% | -14.9% |
IVV | Sell | ISHARES TRcore s&p500 etf | $720,000 | -20.7% | 1,898 | -5.1% | 0.38% | -8.6% |
FFC | Sell | FLAHERTY & CRUMRINE PFD SECS | $651,000 | -23.9% | 38,815 | -10.8% | 0.35% | -12.4% |
VZ | Sell | VERIZON COMMUNICATIONS INC | $617,000 | -6.8% | 12,151 | -6.5% | 0.33% | +7.5% |
MMM | Sell | 3M CO | $611,000 | -15.8% | 4,725 | -3.1% | 0.33% | -3.0% |
ISRG | Sell | INTUITIVE SURGICAL INC | $603,000 | -36.7% | 3,006 | -4.8% | 0.32% | -26.8% |
LLY | Buy | LILLY ELI & CO | $592,000 | +18.4% | 1,827 | +4.7% | 0.32% | +36.8% |
MCD | Buy | MCDONALDS CORP | $580,000 | +0.9% | 2,349 | +1.1% | 0.31% | +16.5% |
JPEM | Buy | J P MORGAN EXCHANGE TRADED Fdiv rtn em eqt | $580,000 | -0.9% | 11,726 | +11.7% | 0.31% | +14.8% |
WBA | WALGREENS BOOTS ALLIANCE INC | $577,000 | -15.4% | 15,225 | 0.0% | 0.31% | -2.2% | |
ALB | Buy | ALBEMARLE CORP | $571,000 | -1.9% | 2,730 | +3.8% | 0.30% | +13.4% |
UNP | Buy | UNION PAC CORP | $570,000 | -21.8% | 2,672 | +0.2% | 0.30% | -9.8% |
IBM | Buy | INTERNATIONAL BUSINESS MACHS | $562,000 | +13.3% | 3,977 | +4.2% | 0.30% | +31.0% |
EWU | Buy | ISHARES TRmsci uk etf new | $554,000 | -9.9% | 18,487 | +1.1% | 0.30% | +4.2% |
BAC | Sell | BK OF AMERICA CORP | $538,000 | -25.0% | 17,275 | -0.7% | 0.29% | -13.6% |
AMT | Buy | AMERICAN TOWER CORP NEW | $534,000 | +5.7% | 2,090 | +3.9% | 0.28% | +22.3% |
CL | COLGATE PALMOLIVE CO | $513,000 | +5.8% | 6,398 | 0.0% | 0.27% | +22.3% | |
DUK | Sell | DUKE ENERGY CORP NEW | $500,000 | -5.1% | 4,667 | -1.1% | 0.27% | +9.4% |
CMCSA | Sell | COMCAST CORP NEWcl a | $493,000 | -16.7% | 12,569 | -0.6% | 0.26% | -4.0% |
FDX | FEDEX CORP | $492,000 | -2.0% | 2,169 | 0.0% | 0.26% | +13.4% | |
WMT | Sell | WALMART INC | $491,000 | -24.7% | 4,038 | -7.8% | 0.26% | -13.0% |
GD | Sell | GENERAL DYNAMICS CORP | $478,000 | -25.5% | 2,160 | -18.8% | 0.26% | -14.1% |
AMLP | ALPS ETF TRalerian mlp | $475,000 | -10.2% | 13,800 | 0.0% | 0.25% | +3.7% | |
DIS | Sell | DISNEY WALT CO | $463,000 | -31.9% | 4,902 | -1.2% | 0.25% | -21.3% |
GIS | GENERAL MLS INC | $461,000 | +11.4% | 6,110 | 0.0% | 0.25% | +28.8% | |
GS | Buy | GOLDMAN SACHS GROUP INC | $461,000 | -9.8% | 1,552 | +0.3% | 0.25% | +4.2% |
SAND | SANDSTORM GOLD LTD | $452,000 | -26.3% | 75,900 | 0.0% | 0.24% | -14.8% | |
AMAT | Buy | APPLIED MATLS INC | $438,000 | -30.5% | 4,810 | +0.6% | 0.23% | -19.6% |
BMY | Sell | BRISTOL-MYERS SQUIBB CO | $436,000 | +5.3% | 5,656 | -0.2% | 0.23% | +22.0% |
KO | Buy | COCA COLA CO | $436,000 | +2.6% | 6,927 | +1.1% | 0.23% | +18.9% |
TMO | Sell | THERMO FISHER SCIENTIFIC INC | $431,000 | -8.3% | 794 | -0.3% | 0.23% | +6.0% |
SBUX | Sell | STARBUCKS CORP | $429,000 | -16.7% | 5,610 | -0.9% | 0.23% | -3.8% |
KMB | KIMBERLY-CLARK CORP | $422,000 | +9.6% | 3,125 | 0.0% | 0.22% | +26.4% | |
CP | CANADIAN PAC RY LTD | $421,000 | -15.3% | 6,023 | 0.0% | 0.22% | -2.2% | |
MFMS | RBB FD INCmotley fool sml | $416,000 | -25.2% | 17,830 | 0.0% | 0.22% | -13.6% | |
MDT | Sell | MEDTRONIC PLC | $416,000 | -24.8% | 4,630 | -7.0% | 0.22% | -13.3% |
VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $413,000 | -9.8% | 9,920 | 0.0% | 0.22% | +3.8% | |
EMR | Sell | EMERSON ELEC CO | $407,000 | -19.7% | 5,120 | -1.0% | 0.22% | -7.3% |
HON | Sell | HONEYWELL INTL INC | $404,000 | -12.7% | 2,327 | -2.3% | 0.22% | +0.9% |
LIN | Sell | LINDE PLC | $403,000 | -11.4% | 1,400 | -1.8% | 0.22% | +2.4% |
CVS | Sell | CVS HEALTH CORP | $397,000 | -11.8% | 4,284 | -3.6% | 0.21% | +1.9% |
FNV | FRANCO NEV CORP | $393,000 | -17.6% | 2,990 | 0.0% | 0.21% | -5.0% | |
SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $392,000 | -19.3% | 10,056 | -2.0% | 0.21% | -7.1% |
STZ | CONSTELLATION BRANDS INCcl a | $389,000 | +1.3% | 1,669 | 0.0% | 0.21% | +16.9% | |
DE | Sell | DEERE & CO | $390,000 | -28.4% | 1,302 | -0.8% | 0.21% | -17.5% |
INTU | Buy | INTUIT | $390,000 | -12.9% | 1,011 | +8.6% | 0.21% | +0.5% |
CMI | CUMMINS INC | $387,000 | -5.6% | 2,000 | 0.0% | 0.21% | +8.9% | |
LMT | Sell | LOCKHEED MARTIN CORP | $380,000 | -3.8% | 884 | -1.1% | 0.20% | +10.9% |
EMN | EASTMAN CHEM CO | $380,000 | -20.0% | 4,235 | 0.0% | 0.20% | -7.7% | |
FISV | FISERV INC | $381,000 | -12.2% | 4,285 | 0.0% | 0.20% | +1.0% | |
PEP | Sell | PEPSICO INC | $376,000 | -1.6% | 2,257 | -1.1% | 0.20% | +13.6% |
CVX | CHEVRON CORP NEW | $374,000 | -11.0% | 2,580 | 0.0% | 0.20% | +3.1% | |
GPC | GENUINE PARTS CO | $373,000 | +5.7% | 2,805 | 0.0% | 0.20% | +22.1% | |
HPQ | Buy | HP INC | $368,000 | -8.5% | 11,216 | +1.4% | 0.20% | +5.4% |
T | Buy | AT&T INC | $366,000 | -8.3% | 17,466 | +3.6% | 0.20% | +6.0% |
NEE | Sell | NEXTERA ENERGY INC | $346,000 | -8.9% | 4,472 | -0.3% | 0.18% | +5.1% |
KEYS | KEYSIGHT TECHNOLOGIES INC | $347,000 | -12.8% | 2,520 | 0.0% | 0.18% | +0.5% | |
MAR | Buy | MARRIOTT INTL INC NEWcl a | $345,000 | -21.8% | 2,533 | +1.0% | 0.18% | -9.8% |
APD | Buy | AIR PRODS & CHEMS INC | $344,000 | -3.6% | 1,431 | +0.1% | 0.18% | +11.5% |
EWQ | ISHARES INCmsci france etf | $344,000 | -15.1% | 11,455 | 0.0% | 0.18% | -1.6% | |
RGLD | Buy | ROYAL GOLD INC | $345,000 | -24.3% | 3,231 | +0.1% | 0.18% | -12.8% |
EXC | EXELON CORP | $341,000 | -4.7% | 7,515 | 0.0% | 0.18% | +9.6% | |
TXN | Sell | TEXAS INSTRS INC | $334,000 | -19.1% | 2,175 | -3.3% | 0.18% | -6.8% |
UTG | Buy | REAVES UTIL INCOME FD | $331,000 | -10.1% | 10,681 | +0.4% | 0.18% | +4.1% |
DLR | Buy | DIGITAL RLTY TR INC | $327,000 | -7.1% | 2,522 | +1.5% | 0.18% | +7.4% |
SNPS | Buy | SYNOPSYS INC | $325,000 | -0.9% | 1,069 | +8.6% | 0.17% | +13.8% |
CARR | CARRIER GLOBAL CORPORATION | $325,000 | -22.2% | 9,121 | 0.0% | 0.17% | -10.4% | |
OTIS | OTIS WORLDWIDE CORP | $321,000 | -8.3% | 4,549 | 0.0% | 0.17% | +5.6% | |
JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $315,000 | -5.4% | 5,675 | +4.6% | 0.17% | +9.1% |
SPSB | SPDR SER TRportfolio short | $308,000 | -1.3% | 10,350 | 0.0% | 0.16% | +13.9% | |
DHI | Sell | D R HORTON INC | $307,000 | -22.1% | 4,640 | -12.3% | 0.16% | -9.9% |
SQM | SOCIEDAD QUIMICA Y MINERA DEspon adr ser b | $307,000 | -2.5% | 3,675 | 0.0% | 0.16% | +12.3% | |
CCI | CROWN CASTLE INTL CORP NEW | $298,000 | -8.9% | 1,770 | 0.0% | 0.16% | +5.3% | |
AEP | AMERICAN ELEC PWR CO INC | $296,000 | -3.9% | 3,090 | 0.0% | 0.16% | +11.3% | |
PLD | Sell | PROLOGIS INC. | $296,000 | -29.7% | 2,518 | -3.5% | 0.16% | -19.0% |
ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $296,000 | -14.5% | 808 | +6.6% | 0.16% | -1.2% |
DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $292,000 | -11.2% | 950 | 0.0% | 0.16% | +2.6% | |
AXP | Buy | AMERICAN EXPRESS CO | $291,000 | -22.2% | 2,099 | +5.0% | 0.16% | -10.4% |
CSX | Sell | CSX CORP | $289,000 | -26.5% | 9,960 | -5.0% | 0.15% | -15.4% |
SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $287,000 | -18.0% | 6,483 | -1.1% | 0.15% | -5.6% |
ZTS | Buy | ZOETIS INCcl a | $286,000 | -5.9% | 1,661 | +3.1% | 0.15% | +8.5% |
EWN | ISHARES INCmsci netherl etf | $276,000 | -17.1% | 7,875 | 0.0% | 0.15% | -4.5% | |
FB | Sell | META PLATFORMS INCcl a | $276,000 | -36.0% | 1,713 | -11.6% | 0.15% | -26.1% |
LH | Sell | LABORATORY CORP AMER HLDGS | $274,000 | -11.6% | 1,169 | -0.4% | 0.15% | +2.1% |
BFB | Buy | BROWN FORMAN CORPcl b | $266,000 | +5.1% | 3,784 | +0.1% | 0.14% | +21.4% |
UPS | Sell | UNITED PARCEL SERVICE INCcl b | $257,000 | -20.9% | 1,407 | -7.3% | 0.14% | -8.7% |
EIX | EDISON INTL | $254,000 | -9.6% | 4,014 | 0.0% | 0.14% | +4.6% | |
NKE | Sell | NIKE INCcl b | $255,000 | -35.9% | 2,490 | -15.7% | 0.14% | -26.1% |
TRV | TRAVELERS COMPANIES INC | $254,000 | -7.3% | 1,500 | 0.0% | 0.14% | +7.1% | |
AVGO | Buy | BROADCOM INC | $254,000 | -18.1% | 523 | +6.1% | 0.14% | -4.9% |
ABB | ABB LTDsponsored adr | $252,000 | -17.1% | 9,410 | 0.0% | 0.14% | -4.3% | |
EWG | Sell | ISHARES INCmsci germany etf | $248,000 | -21.0% | 10,775 | -2.7% | 0.13% | -9.0% |
SHY | ISHARES TR1 3 yr treas bd | $248,000 | -0.8% | 3,000 | 0.0% | 0.13% | +13.8% | |
EMNT | PIMCO ETF TRenhancd short | $246,000 | -0.8% | 2,500 | 0.0% | 0.13% | +13.9% | |
IIPR | Buy | INNOVATIVE INDL PPTYS INC | $243,000 | -46.4% | 2,211 | +0.4% | 0.13% | -37.8% |
BLK | Sell | BLACKROCK INC | $242,000 | -26.0% | 398 | -7.0% | 0.13% | -14.6% |
GM | Sell | GENERAL MTRS CO | $237,000 | -33.1% | 7,465 | -7.7% | 0.13% | -22.6% |
EWC | Sell | ISHARES INCmsci cda etf | $236,000 | -20.8% | 7,020 | -5.4% | 0.13% | -8.7% |
FITB | FIFTH THIRD BANCORP | $235,000 | -21.9% | 7,000 | 0.0% | 0.12% | -10.1% | |
FMC | FMC CORP | $235,000 | -18.7% | 2,200 | 0.0% | 0.12% | -6.7% | |
NVO | NOVO-NORDISK A Sadr | $226,000 | +0.4% | 2,025 | 0.0% | 0.12% | +16.3% | |
MA | Buy | MASTERCARD INCORPORATEDcl a | $226,000 | -10.0% | 717 | +2.1% | 0.12% | +4.3% |
PHYS | SPROTT PHYSICAL GOLD TRunit | $224,000 | -13.2% | 13,310 | 0.0% | 0.12% | +0.8% | |
MCK | MCKESSON CORP | $223,000 | +6.2% | 685 | 0.0% | 0.12% | +22.7% | |
PAYX | PAYCHEX INC | $222,000 | -16.5% | 1,950 | 0.0% | 0.12% | -4.1% | |
VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $220,000 | -19.4% | 1,695 | -7.2% | 0.12% | -7.1% |
SCHV | SCHWAB STRATEGIC TRus lcap va etf | $217,000 | -12.5% | 3,470 | 0.0% | 0.12% | +0.9% | |
MTD | Sell | METTLER TOLEDO INTERNATIONAL | $216,000 | -18.5% | 188 | -2.6% | 0.12% | -6.5% |
IBB | ISHARES TRishares biotech | $216,000 | -9.6% | 1,836 | 0.0% | 0.12% | +3.6% | |
SYY | SYSCO CORP | $216,000 | +3.8% | 2,545 | 0.0% | 0.12% | +19.8% | |
K | KELLOGG CO | $214,000 | +10.3% | 3,004 | 0.0% | 0.11% | +26.7% | |
USB | US BANCORP DEL | $213,000 | -13.4% | 4,630 | 0.0% | 0.11% | 0.0% | |
RELX | RELX PLCsponsored adr | $211,000 | -13.5% | 7,838 | 0.0% | 0.11% | 0.0% | |
KLAC | Buy | KLA CORP | $211,000 | -1.9% | 662 | +12.8% | 0.11% | +14.1% |
DRE | DUKE REALTY CORP | $207,000 | -5.5% | 3,775 | 0.0% | 0.11% | +8.9% | |
MDLZ | MONDELEZ INTL INCcl a | $205,000 | -1.0% | 3,295 | 0.0% | 0.11% | +13.5% | |
TFC | TRUIST FINL CORP | $203,000 | -16.5% | 4,286 | 0.0% | 0.11% | -3.6% | |
DOW | Sell | DOW INC | $202,000 | -20.2% | 3,922 | -1.3% | 0.11% | -7.7% |
ROK | ROCKWELL AUTOMATION INC | $197,000 | -28.6% | 987 | 0.0% | 0.10% | -18.0% | |
SCHX | SCHWAB STRATEGIC TRus lrg cap etf | $195,000 | -17.0% | 4,370 | 0.0% | 0.10% | -4.6% | |
WY | WEYERHAEUSER CO MTN BE | $195,000 | -12.6% | 5,883 | 0.0% | 0.10% | +1.0% | |
EW | Buy | EDWARDS LIFESCIENCES CORP | $193,000 | -16.8% | 2,025 | +2.5% | 0.10% | -3.7% |
GDX | VANECK ETF TRUSTgold miners etf | $188,000 | -28.8% | 6,883 | 0.0% | 0.10% | -18.0% | |
GLW | Sell | CORNING INC | $188,000 | -18.3% | 5,975 | -4.0% | 0.10% | -5.7% |
FIS | FIDELITY NATL INFORMATION SV | $186,000 | -8.4% | 2,025 | 0.0% | 0.10% | +5.3% | |
UL | UNILEVER PLCspon adr new | $186,000 | +0.5% | 4,050 | 0.0% | 0.10% | +15.1% | |
RIO | RIO TINTO PLCsponsored adr | $183,000 | -24.1% | 3,000 | 0.0% | 0.10% | -11.7% | |
MET | Sell | METLIFE INC | $184,000 | -12.0% | 2,924 | -1.7% | 0.10% | +1.0% |
AON | AON PLC | $183,000 | -17.2% | 680 | 0.0% | 0.10% | -3.9% | |
SLYV | SPDR SER TRs&p 600 smcp val | $181,000 | -13.0% | 2,494 | 0.0% | 0.10% | +1.0% | |
SCHF | SCHWAB STRATEGIC TRintl eqty etf | $181,000 | -14.2% | 5,740 | 0.0% | 0.10% | -1.0% | |
EWA | ISHARES INCmsci aust etf | $180,000 | -19.6% | 8,483 | 0.0% | 0.10% | -7.7% | |
DD | Sell | DUPONT DE NEMOURS INC | $176,000 | -24.8% | 3,171 | -0.5% | 0.09% | -13.0% |
A | Exit | AGILENT TECHNOLOGIES INC | $0 | – | -1,408 | -100.0% | -0.09% | – |
ADI | Exit | ANALOG DEVICES INC | $0 | – | -1,163 | -100.0% | -0.09% | – |
EWD | Exit | ISHARES INCmsci sweden etf | $0 | – | -5,050 | -100.0% | -0.09% | – |
SIVB | Exit | SVB FINANCIAL GROUP | $0 | – | -356 | -100.0% | -0.09% | – |
XLI | Exit | SELECT SECTOR SPDR TRsbi int-ints | $0 | – | -1,930 | -100.0% | -0.09% | – |
TRN | Exit | TRINITY INDS INC | $0 | – | -5,870 | -100.0% | -0.09% | – |
BA | Exit | BOEING CO | $0 | – | -1,063 | -100.0% | -0.09% | – |
EWL | Exit | ISHARES INCmsci switzerland | $0 | – | -4,225 | -100.0% | -0.10% | – |
AMD | Exit | ADVANCED MICRO DEVICES INC | $0 | – | -2,053 | -100.0% | -0.10% | – |
NSC | Exit | NORFOLK SOUTHN CORP | $0 | – | -802 | -100.0% | -0.11% | – |
Exit | WOLFSPEED INC | $0 | – | -2,126 | -100.0% | -0.11% | – | |
NFLX | Exit | NETFLIX INC | $0 | – | -1,013 | -100.0% | -0.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-12
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.