Tiemann Investment Advisors, LLC Portfolio Holdings by Sector
Tiemann Investment Advisors, LLC
- $230 Million
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
AGG IUSB IEFA JPST GSST CWI IJR IJS 54 stocks |
$95,997
41.65% of portfolio
|
14
|
23
|
3
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL SNPS ADBE 4 stocks |
$18,347
7.96% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$14,964
6.49% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA MCHP AVGO AMD INTC TXN QCOM 7 stocks |
$11,385
4.94% of portfolio
|
3
|
4
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV JNJ LLY MRK AMGN PFE BMY 7 stocks |
$7,559
3.28% of portfolio
|
1
|
5
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG META 3 stocks |
$6,060
2.63% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$4,804
2.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$4,438
1.93% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM INTU FICO CDNS 4 stocks |
$4,080
1.77% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$3,589
1.56% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V DFS AXP MA 4 stocks |
$3,396
1.47% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$3,342
1.45% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
LOW HD 2 stocks |
$3,313
1.44% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE CMI EMR PH OTIS ITW 6 stocks |
$2,622
1.14% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
ALL TRV CB 3 stocks |
$2,252
0.98% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
ESS ELS 2 stocks |
$1,936
0.84% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
DHI LEN TOL NVR 4 stocks |
$1,862
0.81% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$1,833
0.8% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE 2 stocks |
$1,791
0.78% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
DUK EIX NEE EXC AEP 5 stocks |
$1,735
0.75% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG CL KMB 3 stocks |
$1,719
0.75% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
EMN APD SHW ALB ECL 5 stocks |
$1,713
0.74% of portfolio
|
4
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$1,709
0.74% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BLK CEF BK FFC AMP PHYS 6 stocks |
$1,621
0.7% of portfolio
|
2
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX GD TXT 3 stocks |
$1,602
0.7% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT KLAC 2 stocks |
$1,544
0.67% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$1,382
0.6% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA GM 2 stocks |
$1,229
0.53% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS MS 2 stocks |
$1,217
0.53% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP CSX NSC 3 stocks |
$1,143
0.5% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT 1 stocks |
$1,137
0.49% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
CMCSA T VZ 3 stocks |
$1,119
0.49% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$1,079
0.47% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$1,061
0.46% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD SBUX 2 stocks |
$953
0.41% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$951
0.41% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
GPC TSCO WSM 3 stocks |
$913
0.4% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO MTD A 3 stocks |
$837
0.36% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$823
0.36% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
FISV IBM 2 stocks |
$794
0.34% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT DLR 2 stocks |
$782
0.34% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO REGN 2 stocks |
$703
0.31% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
CAH MCK 2 stocks |
$656
0.28% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$643
0.28% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
O 1 stocks |
$587
0.25% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
FDX 1 stocks |
$542
0.24% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
RGLD SAND 2 stocks |
$524
0.23% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
CARR 1 stocks |
$490
0.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD 1 stocks |
$488
0.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$458
0.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
ADM 1 stocks |
$438
0.19% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$394
0.17% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Scientific & Technical Instruments | Technology
KEYS 1 stocks |
$368
0.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Recreational Vehicles | Consumer Cyclical
PII 1 stocks |
$350
0.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
HPQ 1 stocks |
$335
0.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$312
0.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
FITB 1 stocks |
$294
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
GLW 1 stocks |
$258
0.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
BRO 1 stocks |
$246
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
MET 1 stocks |
$239
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$229
0.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
THC 1 stocks |
$223
0.1% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
DECK 1 stocks |
$218
0.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
K 1 stocks |
$215
0.09% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$211
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
OMC 1 stocks |
$207
0.09% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Solar | Technology
FSLR 1 stocks |
$203
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|