Tiemann Investment Advisors, LLC Portfolio Holdings

Tiemann Investment Advisors, LLC

  • $242 Million
  • Q2 2025

Tiemann Investment Advisors, LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $242 Million distributed in 199 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $18.6M, Microsoft Corp with a value of $13.7M, Ishares Core Total Usd Bond Ma with a value of $13.3M, Apple Inc. with a value of $12.6M, and Ishares Tr with a value of $11.1M.

Examining the 13F form we can see an increase of $23.3M in the current position value, from $218M to 242M.

Tiemann Investment Advisors, LLC is based out at Menlo Park, CA

Below you can find more details about Tiemann Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $242 Million
ETFs: $110 Million
Technology: $54.2 Million
Financial Services: $20.8 Million
Healthcare: $11.5 Million
Consumer Cyclical: $11.3 Million
Industrials: $10.1 Million
Communication Services: $9.21 Million
Consumer Defensive: $6.61 Million
Other: $8.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$18.6 Million 7.69% of portfolio
187,409
Q2 2025 Added 8.0%
$3.86T
$13.7 Million 5.68% of portfolio
27,600
Q2 2025 Reduced 0.79%
$0
$13.3 Million 5.48% of portfolio
286,808
Q2 2025 Added 0.03%
$4.09T
$12.6 Million 5.19% of portfolio
61,188
Q2 2025 Reduced 0.41%
$0
$11.1 Million 4.6% of portfolio
133,324
Q2 2025 Added 0.63%
$0
$8.96 Million 3.71% of portfolio
176,768
Q2 2025 Added 30.42%
$0
$8.65 Million 3.58% of portfolio
171,069
Q2 2025 Added 30.52%
$465B
$7.51 Million 3.11% of portfolio
47,563
Q2 2025 Reduced 2.5%
$758B
$6.2 Million 2.56% of portfolio
28,365
Q2 2025 Reduced 21.28%
$925B
$5.15 Million 2.13% of portfolio
17,768
Q1 2025 Reduced 1.89%
$654B
$4.67 Million 1.93% of portfolio
9,610
Q2 2025 Reduced 0.26%
$2.24T
$3.67 Million 1.52% of portfolio
16,712
Q2 2025 Reduced 0.3%
$0
$3.62 Million 1.5% of portfolio
110,878
Q2 2025 Reduced 2.07%
$1.45T
$3.4 Million 1.41% of portfolio
19,292
Q2 2025 Reduced 0.05%
$237B
$2.73 Million 1.13% of portfolio
10,026
Q2 2025 Added 2.04%
$410B
$2.58 Million 1.07% of portfolio
2,610
Q2 2025 Reduced 2.06%
$0
$2.41 Million 1.0% of portfolio
24,223
Q2 2025 Added 2.68%
$123B
$2.37 Million 0.98% of portfolio
7,762
Q1 2025 Reduced 0.19%
$0
$2.34 Million 0.97% of portfolio
18,926
Q2 2025 Added 2.08%
$1.48T
$2.06 Million 0.85% of portfolio
11,609
Q2 2025 Reduced 8.55%
$0
$2.04 Million 0.84% of portfolio
32,937
Q2 2025 Added 1.17%
$0
$2.03 Million 0.84% of portfolio
35,942
Q2 2025 Added 2.94%
$409B
$1.92 Million 0.79% of portfolio
10,330
Q2 2025 Reduced 2.22%
$0
$1.9 Million 0.78% of portfolio
14,247
Q2 2025 Added 2.27%
$134B
$1.85 Million 0.77% of portfolio
6,715
Q2 2025 Reduced 0.52%
$0
$1.81 Million 0.75% of portfolio
19,908
Q2 2025 Added 2.76%
$485B
$1.73 Million 0.72% of portfolio
11,348
Q2 2025 Reduced 1.43%
$558B
$1.73 Million 0.71% of portfolio
4,860
Q2 2025 Added 1.06%
$0
$1.67 Million 0.69% of portfolio
21,260
Q2 2025 Added 179.74%
$0
$1.66 Million 0.69% of portfolio
2,933
Q2 2025 Reduced 5.63%
$0
$1.63 Million 0.68% of portfolio
4,810
Q4 2023 Reduced 2.04%
$81.6B
$1.59 Million 0.66% of portfolio
7,463
Q2 2025 New
$534B
$1.59 Million 0.66% of portfolio
1,190
Q2 2025 Reduced 2.46%
$0
$1.57 Million 0.65% of portfolio
8,044
Q2 2025 Added 3.43%
$0
$1.57 Million 0.65% of portfolio
32,525
Q2 2025 Reduced 3.1%
$58B
$1.47 Million 0.61% of portfolio
7,295
Q2 2025 Reduced 3.95%
$725B
$1.44 Million 0.59% of portfolio
1,842
Q1 2025 Added 0.27%
$0
$1.36 Million 0.56% of portfolio
2,184
Q2 2025 Added 1.39%
$156B
$1.35 Million 0.56% of portfolio
6,093
Q2 2025 Added 1.67%
$235B
$1.33 Million 0.55% of portfolio
9,748
Q2 2025 Added 0.52%
$0
$1.3 Million 0.54% of portfolio
11,824
Q2 2025 Reduced 4.5%
$281B
$1.3 Million 0.54% of portfolio
18,802
Q2 2025 Added 1.76%
$108B
$1.27 Million 0.53% of portfolio
3,942
Q2 2025 Reduced 0.38%
$158B
$1.24 Million 0.51% of portfolio
2,288
Q2 2025 Reduced 0.22%
$0
$1.24 Million 0.51% of portfolio
16,600
Q2 2025 Reduced 4.18%
$35.5B
$1.23 Million 0.51% of portfolio
17,428
Q1 2025 Reduced 0.85%
$1.4T
$1.18 Million 0.49% of portfolio
3,715
Q1 2025 Reduced 4.18%
$280B
$1.13 Million 0.47% of portfolio
11,564
Q2 2025 Added 1.1%
$0
$1.12 Million 0.46% of portfolio
46,387
Q2 2025 Added 13.37%

Summary

  • Portfolio
  • No. of Stocks 199
  • Current Value $242 Million
  • Prior Value $218 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 75 stocks
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