Tiemann Investment Advisors, LLC Portfolio Holdings

Tiemann Investment Advisors, LLC

  • $230 Million
  • Q3 2024

Tiemann Investment Advisors, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $230 Million distributed in 197 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 $15.5M, Apple Inc. with a value of $15M, Microsoft Corp with a value of $12.5M, Ishares Core Total Usd Bond Ma with a value of $12.4M, and Ishares Tr with a value of $10.2M.

Examining the 13F form we can see an increase of $6.95M in the current position value, from $224M to 230M.

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 $230 Million
ETFs: $97.8 Million
Technology: $53.2 Million
Financial Services: $18.5 Million
Healthcare: $14.2 Million
Consumer Cyclical: $12.8 Million
Industrials: $8.88 Million
Communication Services: $8.77 Million
Consumer Defensive: $7.39 Million
Other: $8.83 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.5 Million 6.73% of portfolio
153,258
Q3 2024 Added 1.45%
$0
$12.4 Million 5.37% of portfolio
262,483
Q3 2024 Reduced 3.66%
$0
$10.2 Million 4.42% of portfolio
130,441
Q3 2024 Reduced 4.63%
$0
$6.55 Million 2.84% of portfolio
129,138
Q3 2024 Reduced 1.61%
$0
$5.5 Million 2.39% of portfolio
108,586
Q3 2024 Added 5.19%
$0
$3.92 Million 1.7% of portfolio
128,725
Q3 2024 Added 0.45%
$0
$2.74 Million 1.19% of portfolio
23,435
Q3 2024 Reduced 1.27%
$0
$2.57 Million 1.12% of portfolio
23,883
Q3 2024 Added 2.09%
$0
$2.45 Million 1.06% of portfolio
19,846
Q3 2024 Reduced 2.66%
$0
$2.12 Million 0.92% of portfolio
34,067
Q3 2024 Added 2.23%
$0
$1.96 Million 0.85% of portfolio
14,074
Q3 2024 Added 0.69%
$0
$1.94 Million 0.84% of portfolio
34,338
Q3 2024 Reduced 2.98%
$84.2B
$1.91 Million 0.83% of portfolio
7,877
Q3 2024 Reduced 10.76%
$0
$1.9 Million 0.82% of portfolio
3,332
Q3 2024 Reduced 1.19%
$0
$1.83 Million 0.8% of portfolio
39,981
Q3 2024 Reduced 1.01%
$0
$1.82 Million 0.79% of portfolio
19,753
Q3 2024 Reduced 3.2%
$0
$1.51 Million 0.66% of portfolio
4,810
Q4 2023 Reduced 2.04%
$0
$1.47 Million 0.64% of portfolio
27,411
Q3 2024 Reduced 1.61%
$0
$1.35 Million 0.59% of portfolio
14,122
Q3 2024 Reduced 2.09%
$0
$1.24 Million 0.54% of portfolio
17,325
Q3 2024 Added 1.46%
$0
$1.19 Million 0.52% of portfolio
2,062
Q3 2024 Added 12.92%
$0
$951,000 0.41% of portfolio
11,383
Q3 2024 Reduced 2.68%
$0
$834,000 0.36% of portfolio
1,454
Q2 2024 Reduced 0.89%
$0
$787,000 0.34% of portfolio
14,688
Q3 2024 Reduced 9.59%
$0
$733,000 0.32% of portfolio
30,514
Q3 2024 Reduced 28.59%
$0
$723,000 0.31% of portfolio
19,335
Q3 2024 Added 1.05%
$0
$686,000 0.3% of portfolio
3,107
Q3 2024 Reduced 4.19%
$0
$691,000 0.3% of portfolio
6,257
Q3 2024 Reduced 2.89%
$0
$681,000 0.3% of portfolio
8,660
Q3 2024 Reduced 6.98%
$0
$647,000 0.28% of portfolio
26,856
Q3 2024 Reduced 10.11%
$0
$539,000 0.23% of portfolio
4,775
Q3 2024 Reduced 4.02%
$0
$503,000 0.22% of portfolio
9,776
Q4 2023 Reduced 0.31%
$0
$498,000 0.22% of portfolio
16,460
Q3 2024 Reduced 5.73%
$0
$473,000 0.21% of portfolio
9,905
Q3 2024 Added 0.41%
$0
$413,000 0.18% of portfolio
6,223
Q3 2024 Reduced 0.03%
$0
$418,000 0.18% of portfolio
8,225
Q4 2023 Reduced 0.6%
$0
$368,000 0.16% of portfolio
9,130
Q2 2024 Reduced 1.35%
$0
$323,000 0.14% of portfolio
7,873
Q3 2023 Reduced 2.17%
$0
$289,000 0.13% of portfolio
4,270
Q3 2023 Reduced 1.16%
$0
$291,000 0.13% of portfolio
8,625
Q1 2024 Reduced 5.48%
$0
$291,000 0.13% of portfolio
7,020
Q2 2022 Reduced 5.39%
$0
$287,000 0.12% of portfolio
6,100
Q2 2024 Reduced 10.95%
$0
$279,000 0.12% of portfolio
2,850
Q3 2024 Reduced 2.23%
$0
$257,000 0.11% of portfolio
1,900
Q2 2023 New
$0
$244,000 0.11% of portfolio
2,500
Q1 2024 Reduced 17.11%
$0
$255,000 0.11% of portfolio
5,225
Q3 2023 New
$0
$243,000 0.11% of portfolio
461
Q4 2023 New
$0
$228,000 0.1% of portfolio
2,750
Q2 2024 Reduced 15.38%
$0
$221,000 0.1% of portfolio
2,824
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 197
  • Current Value $230 Million
  • Prior Value $224 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 12 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 111 stocks
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