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.
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 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