Tiemann Investment Advisors, LLC Portfolio Holdings

Tiemann Investment Advisors, LLC

  • $242 Million
  • Q2 2025

Tiemann Investment Advisors, LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $242 Million distributed in 199 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 $18.6M, Microsoft Corp with a value of $13.7M, Ishares Core Total Usd Bond Ma with a value of $13.3M, Apple Inc. with a value of $12.6M, and Ishares Tr with a value of $11.1M.

Examining the 13F form we can see an increase of $23.3M in the current position value, from $218M to 242M.

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 $242 Million
ETFs: $110 Million
Technology: $54.2 Million
Financial Services: $20.8 Million
Healthcare: $11.5 Million
Consumer Cyclical: $11.3 Million
Industrials: $10.1 Million
Communication Services: $9.21 Million
Consumer Defensive: $6.61 Million
Other: $8.1 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 199
  • Current Value $242 Million
  • Prior Value $218 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 75 stocks
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