Tiemann Investment Advisors, LLC Portfolio Holdings

Tiemann Investment Advisors, LLC

  • $218 Million
  • Q1 2025

Tiemann Investment Advisors, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $218 Million distributed in 192 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 $17.2M, Apple Inc. with a value of $13.6M, Ishares Core Total Usd Bond Ma with a value of $13.2M, Microsoft Corp with a value of $10.4M, and Ishares Tr with a value of $10M.

Examining the 13F form we can see an decrease of $5.05M in the current position value, from $224M to 218M.

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 $218 Million
ETFs: $98.4 Million
Technology: $45.9 Million
Financial Services: $19.5 Million
Healthcare: $13.1 Million
Consumer Cyclical: $10.7 Million
Industrials: $8.36 Million
Communication Services: $8.13 Million
Consumer Defensive: $6.65 Million
Other: $7.71 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.35T
$13.6 Million 6.25% of portfolio
61,437
Q1 2025 Reduced 2.45%
$3.75T
$10.4 Million 4.78% of portfolio
27,820
Q1 2025 Reduced 2.84%
$409B
$5.29 Million 2.42% of portfolio
48,785
Q1 2025 Reduced 4.89%
$631B
$5.13 Million 2.35% of portfolio
9,635
Q1 2025 Reduced 5.07%
$618B
$5.04 Million 2.31% of portfolio
36,031
Q1 2025 Reduced 0.35%
$847B
$4.36 Million 1.99% of portfolio
17,768
Q1 2025 Reduced 1.89%
$2.3T
$3.19 Million 1.46% of portfolio
16,762
Q1 2025 Reduced 4.05%
$1.07T
$2.98 Million 1.37% of portfolio
19,302
Q1 2025 Reduced 1.28%
$260B
$2.64 Million 1.21% of portfolio
9,826
Q1 2025 Reduced 0.51%
$434B
$2.52 Million 1.15% of portfolio
2,665
Q1 2025 Reduced 5.76%
$339B
$2.21 Million 1.01% of portfolio
10,565
Q1 2025 Reduced 0.89%
$1.11T
$1.98 Million 0.91% of portfolio
12,694
Q1 2025 Added 0.78%
$410B
$1.91 Million 0.87% of portfolio
11,513
Q1 2025 Reduced 0.43%
$573B
$1.69 Million 0.77% of portfolio
4,809
Q1 2025 Reduced 1.64%
$53B
$1.57 Million 0.72% of portfolio
7,595
Q1 2025 Reduced 2.25%
$760B
$1.52 Million 0.7% of portfolio
1,842
Q1 2025 Added 0.27%
$138B
$1.4 Million 0.64% of portfolio
5,993
Q1 2025 Reduced 14.3%
$231B
$1.29 Million 0.59% of portfolio
9,698
Q1 2025 Reduced 1.27%
$112B
$1.13 Million 0.52% of portfolio
6,750
Q1 2025 Reduced 7.6%
$562B
$1.14 Million 0.52% of portfolio
1,220
Q1 2025 Added 4.27%
$278B
$1.14 Million 0.52% of portfolio
18,477
Q1 2025 Added 3.65%
$54.7B
$1.14 Million 0.52% of portfolio
6,667
Q4 2024 Added 0.23%
$183B
$1.14 Million 0.52% of portfolio
2,293
Q1 2025 Added 4.61%
$17.7B
$1.11 Million 0.51% of portfolio
4,069
Q4 2024 Reduced 0.02%
$214B
$1.04 Million 0.48% of portfolio
3,154
Q1 2025 Reduced 3.37%
$260B
$1 Million 0.46% of portfolio
11,438
Q1 2025 Reduced 3.46%
$379B
$1.01 Million 0.46% of portfolio
2,746
Q1 2025 Reduced 2.66%
$219B
$1.02 Million 0.46% of portfolio
7,666
Q1 2025 Reduced 1.58%
$1T
$962,000 0.44% of portfolio
3,715
Q1 2025 Reduced 4.18%
$40.9B
$843,000 0.39% of portfolio
17,428
Q1 2025 Reduced 0.85%
$243B
$824,000 0.38% of portfolio
1,510
Q1 2025 Reduced 3.64%
$102B
$797,000 0.36% of portfolio
3,957
Q1 2025 Reduced 0.7%
$11.5B
$764,000 0.35% of portfolio
11,462
Q1 2025 Reduced 0.43%
$212B
$711,000 0.33% of portfolio
7,929
Q1 2025 Reduced 5.54%
$170B
$692,000 0.32% of portfolio
4,770
Q4 2024 Reduced 11.58%
$222B
$671,000 0.31% of portfolio
2,151
Q1 2025 Added 4.88%
$364B
$660,000 0.3% of portfolio
3,874
Q1 2025 Added 0.13%
$287B
$611,000 0.28% of portfolio
3,054
Q1 2025 Reduced 1.77%
$47.3B
$617,000 0.28% of portfolio
4,857
Q1 2025 Reduced 2.51%
$212B
$599,000 0.27% of portfolio
976
Q1 2025 Added 2.09%
$378B
$583,000 0.27% of portfolio
13,990
Q1 2025 Reduced 2.85%
$240B
$598,000 0.27% of portfolio
2,224
Q1 2025 Reduced 2.63%
$74.1B
$558,000 0.26% of portfolio
5,958
Q1 2025 Reduced 1.65%
$153B
$546,000 0.25% of portfolio
1,165
Q1 2025 Reduced 2.1%
$91.8B
$533,000 0.24% of portfolio
2,240
Q1 2025 Reduced 5.84%
$48B
$523,000 0.24% of portfolio
1,671
Q1 2025 Reduced 2.91%
$90.8B
$527,000 0.24% of portfolio
4,323
Q1 2025 Reduced 1.14%
$143B
$512,000 0.23% of portfolio
2,169
Q1 2025 Reduced 4.83%
$82.7B
$478,000 0.22% of portfolio
4,360
Q1 2025 Reduced 1.36%

Summary

  • Portfolio
  • No. of Stocks 192
  • Current Value $218 Million
  • Prior Value $224 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 99 stocks
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