Tiemann Investment Advisors, LLC Reduced Holdings in Q3 2024

Tiemann Investment Advisors, LLC

  • $230 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
V
Visa Inc.

Financial Services
-189
- 3.6%
$253.74 - $291.56 $48K - $55.1K
5.06K $1.39M
OTIS
Otis Worldwide Corp

Industrials
-100
- 3.07%
$91.43 - $104.43 $9.14K - $10.4K
3.16K $328K
UNP
Union Pacific Corp

Industrials
-142
- 5.77%
$221.78 - $256.09 $31.5K - $36.4K
2.32K $571K
GLD
Spdr Gold Trust

ETFs
-950
- 10.76%
$215.56 - $246.98 $205K - $235K
7.88K $1.91M
IVW
Ishares S&P 500 Growth ETF

ETFs
-302
- 2.09%
$84.77 - $97.13 $25.6K - $29.3K
14.1K $1.35M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-653
- 3.2%
$84.81 - $93.54 $55.4K - $61.1K
19.8K $1.82M
EWA
Ishares Msci Australia ETF

ETFs
-150
- 1.77%
$23.21 - $27.11 $3.48K - $4.07K
8.33K $225K
CMCSA
Comcast Corp

Communication Services
-325
- 2.65%
$37.33 - $41.78 $12.1K - $13.6K
11.9K $499K
BK
Bank Of New York Mellon Corp

Financial Services
-400
- 9.87%
$59.54 - $72.17 $23.8K - $28.9K
3.65K $262K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-2
- 0.03%
$59.93 - $66.52 $120 - $133
6.22K $413K
IWM
Ishares Russell 2000 ETF

ETFs
-136
- 4.19%
$200.87 - $224.6 $27.3K - $30.5K
3.11K $686K
JPEM
Jp Morgan Diversified Return

ETFs
-1.06K
- 2.98%
$52.23 - $56.96 $55.1K - $60.1K
34.3K $1.94M
KEYS
Keysight Technologies, Inc.

Technology
-150
- 6.07%
$119.86 - $158.87 $18K - $23.8K
2.32K $368K
EXC
Exelon Corp

Utilities
-200
- 2.89%
$34.24 - $40.55 $6.85K - $8.11K
6.73K $272K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-10
- 1.68%
$531.86 - $624.21 $5.32K - $6.24K
587 $363K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-314
- 2.68%
$75.32 - $84.37 $23.7K - $26.5K
11.4K $951K
ISRG
Intuitive Surgical Inc

Healthcare
-150
- 6.39%
$416.14 - $494.01 $62.4K - $74.1K
2.2K $1.08M
BLK
Black Rock Inc.

Financial Services
-30
- 7.35%
$782.27 - $949.51 $23.5K - $28.5K
378 $358K
SBUX
Starbucks Corp

Consumer Cyclical
-365
- 9.79%
$72.51 - $98.6 $26.5K - $36K
3.37K $328K
T
At&T Inc.

Communication Services
-450
- 2.73%
$18.21 - $22.28 $8.19K - $10K
16.1K $353K
GS
Goldman Sachs Group Inc

Financial Services
-60
- 3.59%
$459.02 - $510.25 $27.5K - $30.6K
1.61K $798K
KO
Coca Cola CO

Consumer Defensive
-105
- 1.65%
$62.69 - $73.01 $6.58K - $7.67K
6.26K $449K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-449
- 1.61%
$50.85 - $53.88 $22.8K - $24.2K
27.4K $1.47M
PLD
Prologis, Inc.

Real Estate
-85
- 2.15%
$111.95 - $132.43 $9.52K - $11.3K
3.87K $488K
NEE
Nextera Energy Inc

Utilities
-160
- 3.79%
$69.9 - $84.97 $11.2K - $13.6K
4.06K $343K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-9.97K
- 3.66%
$44.83 - $47.42 $447K - $473K
262K $12.4M
PH
Parker Hannifin Corp

Industrials
-45
- 7.09%
$501.01 - $635.92 $22.5K - $28.6K
590 $372K
AXP
American Express CO

Financial Services
-200
- 7.54%
$225.92 - $271.17 $45.2K - $54.2K
2.45K $664K
DUK
Duke Energy Corp

Utilities
-150
- 3.32%
$99.35 - $117.71 $14.9K - $17.7K
4.37K $504K
CMI
Cummins Inc

Industrials
-106
- 5.72%
$266.63 - $326.4 $28.3K - $34.6K
1.75K $564K
LEN
Lennar Corp

Consumer Cyclical
-175
- 7.68%
$142.5 - $192.45 $24.9K - $33.7K
2.11K $394K
SHW
Sherwin Williams CO

Basic Materials
-78
- 7.46%
$294.65 - $384.0 $23K - $30K
967 $368K
IBM
International Business Machines Corp

Technology
-100
- 5.43%
$175.1 - $223.38 $17.5K - $22.3K
1.74K $384K
AMT
American Tower Corp

Real Estate
-24
- 1.16%
$192.27 - $242.73 $4.61K - $5.83K
2.04K $474K
O
Realty Income Corp

Real Estate
-322
- 3.36%
$52.36 - $63.42 $16.9K - $20.4K
9.26K $587K
MCD
Mcdonalds Corp

Consumer Cyclical
-75
- 3.52%
$245.82 - $304.51 $18.4K - $22.8K
2.05K $625K
ABT
Abbott Laboratories

Healthcare
-150
- 1.48%
$100.07 - $118.13 $15K - $17.7K
9.97K $1.14M
FICO
Fair Isaac Corp

Technology
-25
- 8.33%
$1496.51 - $1947.38 $37.4K - $48.7K
275 $534K
CARR
Carrier Global Corp

Industrials
-200
- 3.18%
$61.9 - $80.88 $12.4K - $16.2K
6.1K $490K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-40
- 1.19%
$523.84 - $572.02 $21K - $22.9K
3.33K $1.9M
EEM
Ishares Msci Emerging Markets

ETFs
-409
- 1.01%
$40.42 - $46.7 $16.5K - $19.1K
40K $1.83M
CRM
Salesforce, Inc.

Technology
-185
- 1.87%
$238.42 - $276.53 $44.1K - $51.2K
9.69K $2.65M
WMT
Walmart Inc.

Consumer Defensive
-299
- 2.44%
$66.91 - $81.4 $20K - $24.3K
12K $965K
HD
Home Depot, Inc.

Consumer Cyclical
-110
- 3.68%
$333.64 - $405.2 $36.7K - $44.6K
2.88K $1.17M
RTX
Raytheon Technologies Corp

Industrials
-200
- 2.53%
$99.55 - $123.34 $19.9K - $24.7K
7.7K $932K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-542
- 2.66%
$111.9 - $124.28 $60.6K - $67.4K
19.8K $2.45M
CAT
Caterpillar Inc

Industrials
-135
- 3.92%
$316.8 - $391.12 $42.8K - $52.8K
3.31K $1.3M
JNJ
Johnson & Johnson

Healthcare
-135
- 1.15%
$145.48 - $167.38 $19.6K - $22.6K
11.6K $1.88M
TSLA
Tesla, Inc.

Consumer Cyclical
-300
- 7.39%
$191.76 - $263.26 $57.5K - $79K
3.76K $984K
Activity Summary
Buys All Purchases 48 New Holdings 12 Increased Positions 36 Sells All Sells 111 Reductions 111 Sold out 0 Options Calls 0 Puts 0
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