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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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
Track This Portfolio

Track Tiemann Investment Advisors, LLC Portfolio

Follow Tiemann Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tiemann Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tiemann Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email