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

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%
$4.15T
$15 Million 6.49% of portfolio
64,254
Q3 2024 Reduced 1.5%
$3.27T
$12.5 Million 5.43% of portfolio
29,097
Q3 2024 Reduced 1.97%
$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%
$349B
$7.27 Million 3.15% of portfolio
59,865
Q3 2024 Reduced 7.74%
$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%
$462B
$4.92 Million 2.13% of portfolio
28,865
Q3 2024 Reduced 0.59%
$597B
$4.8 Million 2.08% of portfolio
10,438
Q3 2024 Reduced 2.77%
$0
$3.92 Million 1.7% of portfolio
128,725
Q3 2024 Added 0.45%
$711B
$3.86 Million 1.68% of portfolio
18,332
Q3 2024 Reduced 4.46%
$1.17T
$3.57 Million 1.55% of portfolio
21,505
Q3 2024 Reduced 3.65%
$2.33T
$3.34 Million 1.45% of portfolio
17,941
Q3 2024 Added 0.37%
$0
$2.74 Million 1.19% of portfolio
23,435
Q3 2024 Reduced 1.27%
$344B
$2.65 Million 1.15% of portfolio
9,690
Q3 2024 Reduced 1.87%
$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%
$1.2T
$2.22 Million 0.96% of portfolio
13,298
Q3 2024 Reduced 1.97%
$318B
$2.16 Million 0.94% of portfolio
10,961
Q3 2024 Reduced 1.57%
$155B
$2.15 Million 0.93% of portfolio
7,928
Q3 2024 Reduced 0.38%
$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%
$83.3B
$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%
$381B
$1.88 Million 0.82% of portfolio
11,628
Q3 2024 Reduced 1.15%
$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%
$52.8B
$1.7 Million 0.74% of portfolio
8,945
Q3 2024 Reduced 0.56%
$473B
$1.71 Million 0.74% of portfolio
2,924
Q3 2024 Reduced 2.01%
$756B
$1.65 Million 0.72% of portfolio
1,867
Q3 2024 Reduced 5.71%
$0
$1.57 Million 0.68% of portfolio
7,941
Q3 2024 Added 1.39%
$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%
$32.4B
$1.44 Million 0.62% of portfolio
17,945
Q3 2024 Reduced 2.27%
$524B
$1.39 Million 0.6% of portfolio
5,060
Q3 2024 Reduced 3.6%
$0
$1.35 Million 0.59% of portfolio
14,122
Q3 2024 Reduced 2.09%
$194B
$1.3 Million 0.56% of portfolio
3,312
Q3 2024 Reduced 3.92%
$0
$1.24 Million 0.54% of portfolio
17,325
Q3 2024 Added 1.46%
$97.1B
$1.25 Million 0.54% of portfolio
7,230
Q3 2024 Added 1,054.95%
$0
$1.19 Million 0.52% of portfolio
2,062
Q3 2024 Added 12.92%
$406B
$1.17 Million 0.51% of portfolio
2,881
Q3 2024 Reduced 3.68%
$201B
$1.14 Million 0.49% of portfolio
9,973
Q3 2024 Reduced 1.48%
$17.7B
$1.11 Million 0.48% of portfolio
4,070
Q3 2024 Added 0.02%
$145B
$1.09 Million 0.47% of portfolio
5,395
Q3 2024 Reduced 2.09%
$190B
$1.08 Million 0.47% of portfolio
2,197
Q3 2024 Reduced 6.39%
$75.1B
$1.06 Million 0.46% of portfolio
4,084
Q3 2024 Reduced 5.33%
$1.46T
$984,000 0.43% of portfolio
3,762
Q3 2024 Reduced 7.39%

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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