Tiemann Investment Advisors, LLC Portfolio Holdings

Tiemann Investment Advisors, LLC

  • $224 Million
  • Q4 2024

Tiemann Investment Advisors, LLC has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $224 Million distributed in 192 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $15.8M, Ishares Core U.S. Aggregate Bo with a value of $15.2M, Microsoft Corp with a value of $12.1M, Ishares Core Total Usd Bond Ma with a value of $11.9M, and Ishares Tr with a value of $9M.

Examining the 13F form we can see an decrease of $6.93M in the current position value, from $230M to 224M.

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 $224 Million
ETFs: $92.9 Million
Technology: $54 Million
Financial Services: $19.2 Million
Consumer Cyclical: $13 Million
Healthcare: $12.6 Million
Communication Services: $8.96 Million
Industrials: $8.45 Million
Consumer Defensive: $6.86 Million
Other: $7.65 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.66T
$15.8 Million 7.06% of portfolio
62,982
Q4 2024 Reduced 1.98%
$2.83T
$12.1 Million 5.4% of portfolio
28,632
Q4 2024 Reduced 1.6%
$267B
$6.89 Million 3.08% of portfolio
51,295
Q4 2024 Reduced 14.32%
$401B
$6.03 Million 2.7% of portfolio
36,156
Q4 2024 Added 25.26%
$641B
$4.6 Million 2.06% of portfolio
10,150
Q4 2024 Reduced 2.76%
$681B
$4.34 Million 1.94% of portfolio
18,110
Q4 2024 Reduced 1.21%
$1.98T
$3.83 Million 1.71% of portfolio
17,470
Q4 2024 Reduced 2.63%
$1.04T
$3.7 Million 1.66% of portfolio
19,552
Q4 2024 Reduced 9.08%
$273B
$3.3 Million 1.48% of portfolio
9,876
Q4 2024 Added 1.92%
$414B
$2.59 Million 1.16% of portfolio
2,828
Q4 2024 Reduced 4.49%
$1.02T
$2.4 Million 1.07% of portfolio
12,596
Q4 2024 Reduced 5.28%
$383B
$1.89 Million 0.85% of portfolio
10,660
Q4 2024 Reduced 2.75%
$150B
$1.73 Million 0.77% of portfolio
6,993
Q4 2024 Reduced 11.79%
$74.7B
$1.69 Million 0.76% of portfolio
7,305
Q4 2024 Added 1.04%
$438B
$1.67 Million 0.75% of portfolio
11,563
Q4 2024 Reduced 0.56%
$701B
$1.57 Million 0.7% of portfolio
3,877
Q4 2024 Added 3.06%
$53.7B
$1.5 Million 0.67% of portfolio
7,770
Q4 2024 Reduced 13.14%
$449B
$1.45 Million 0.65% of portfolio
2,859
Q4 2024 Reduced 2.22%
$788B
$1.42 Million 0.63% of portfolio
1,837
Q4 2024 Reduced 1.61%
$182B
$1.18 Million 0.53% of portfolio
3,264
Q4 2024 Reduced 1.45%
$42.9B
$1.15 Million 0.52% of portfolio
6,667
Q4 2024 Added 0.23%
$171B
$1.14 Million 0.51% of portfolio
2,192
Q4 2024 Reduced 0.23%
$241B
$1.11 Million 0.5% of portfolio
9,823
Q4 2024 Reduced 1.5%
$17.7B
$1.11 Million 0.5% of portfolio
4,069
Q4 2024 Reduced 0.02%
$384B
$1.1 Million 0.49% of portfolio
2,821
Q4 2024 Reduced 2.08%
$238B
$1.07 Million 0.48% of portfolio
11,848
Q4 2024 Reduced 0.89%
$386B
$1.04 Million 0.47% of portfolio
1,170
Q4 2024 Reduced 2.42%
$255B
$1.06 Million 0.47% of portfolio
17,827
Q4 2024 Reduced 0.28%
$29.5B
$1.01 Million 0.45% of portfolio
17,578
Q4 2024 Reduced 2.05%
$181B
$897,000 0.4% of portfolio
1,567
Q4 2024 Reduced 2.79%
$69.5B
$896,000 0.4% of portfolio
3,985
Q4 2024 Reduced 2.42%
$189B
$901,000 0.4% of portfolio
7,789
Q4 2024 Added 1.17%
$241B
$835,000 0.37% of portfolio
8,394
Q4 2024 Reduced 1.41%
$129B
$775,000 0.35% of portfolio
4,770
Q4 2024 Reduced 11.58%
$12.8B
$766,000 0.34% of portfolio
11,512
Q4 2024 Reduced 0.66%
$46.5B
$696,000 0.31% of portfolio
4,982
Q4 2024 Added 0.3%
$83.5B
$663,000 0.3% of portfolio
2,379
Q4 2024 Reduced 8.11%
$195B
$677,000 0.3% of portfolio
2,284
Q4 2024 Reduced 6.81%
$418B
$648,000 0.29% of portfolio
3,869
Q4 2024 Reduced 2.27%
$320B
$632,000 0.28% of portfolio
14,400
Q4 2024 Reduced 0.52%
$233B
$594,000 0.27% of portfolio
2,051
Q4 2024 Reduced 0.15%
$163B
$600,000 0.27% of portfolio
956
Q4 2024 Reduced 0.52%
$47.1B
$599,000 0.27% of portfolio
1,721
Q4 2024 Reduced 1.43%
$81.3B
$550,000 0.25% of portfolio
6,058
Q4 2023 Reduced 1.86%
$64.1B
$543,000 0.24% of portfolio
1,931
Q4 2024 Reduced 2.57%
$42.8B
$527,000 0.24% of portfolio
265
Q4 2024 Reduced 3.64%
$66.1B
$547,000 0.24% of portfolio
4,420
Q4 2024 Reduced 10.62%
$210B
$518,000 0.23% of portfolio
3,109
Q4 2024 Reduced 2.05%
$153B
$519,000 0.23% of portfolio
2,279
Q4 2024 Reduced 1.72%

Summary

  • Portfolio
  • No. of Stocks 192
  • Current Value $224 Million
  • Prior Value $230 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 108 stocks
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