Tiemann Investment Advisors, LLC Portfolio Holdings

Tiemann Investment Advisors, LLC

  • $224 Million
  • Q4 2024

Tiemann Investment Advisors, LLC has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $224 Million distributed in 192 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $15.8M, Ishares Core U.S. Aggregate Bo with a value of $15.2M, Microsoft Corp with a value of $12.1M, Ishares Core Total Usd Bond Ma with a value of $11.9M, and Ishares Tr with a value of $9M.

Examining the 13F form we can see an decrease of $6.93M in the current position value, from $230M to 224M.

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 $224 Million
ETFs: $92.9 Million
Technology: $54 Million
Financial Services: $19.2 Million
Consumer Cyclical: $13 Million
Healthcare: $12.6 Million
Communication Services: $8.96 Million
Industrials: $8.45 Million
Consumer Defensive: $6.86 Million
Other: $7.65 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.79T
$15.8 Million 7.06% of portfolio
62,982
Q4 2024 Reduced 1.98%
$0
$15.2 Million 6.8% of portfolio
156,762
Q4 2024 Added 2.29%
$2.99T
$12.1 Million 5.4% of portfolio
28,632
Q4 2024 Reduced 1.6%
$0
$11.9 Million 5.32% of portfolio
263,132
Q4 2024 Added 0.25%
$0
$9 Million 4.03% of portfolio
128,084
Q4 2024 Reduced 1.81%
$292B
$6.89 Million 3.08% of portfolio
51,295
Q4 2024 Reduced 14.32%
$0
$6.24 Million 2.79% of portfolio
123,967
Q4 2024 Reduced 4.0%
$436B
$6.03 Million 2.7% of portfolio
36,156
Q4 2024 Added 25.26%
$0
$5.58 Million 2.49% of portfolio
111,042
Q4 2024 Added 2.26%
$645B
$4.6 Million 2.06% of portfolio
10,150
Q4 2024 Reduced 2.76%
$738B
$4.34 Million 1.94% of portfolio
18,110
Q4 2024 Reduced 1.21%
$2.12T
$3.83 Million 1.71% of portfolio
17,470
Q4 2024 Reduced 2.63%
$1.02T
$3.7 Million 1.66% of portfolio
19,552
Q4 2024 Reduced 9.08%
$292B
$3.3 Million 1.48% of portfolio
9,876
Q4 2024 Added 1.92%
$0
$3.19 Million 1.43% of portfolio
114,290
Q4 2024 Reduced 11.21%
$0
$2.73 Million 1.22% of portfolio
23,688
Q4 2024 Added 1.08%
$0
$2.57 Million 1.15% of portfolio
23,680
Q4 2024 Reduced 0.85%
$1.06T
$2.4 Million 1.07% of portfolio
12,596
Q4 2024 Reduced 5.28%
$0
$2.36 Million 1.05% of portfolio
18,871
Q4 2024 Reduced 4.91%
$0
$2.05 Million 0.92% of portfolio
32,847
Q4 2024 Reduced 3.58%
$0
$1.91 Million 0.85% of portfolio
14,106
Q4 2024 Added 0.23%
$374B
$1.89 Million 0.85% of portfolio
10,660
Q4 2024 Reduced 2.75%
$93B
$1.88 Million 0.84% of portfolio
7,777
Q4 2024 Reduced 1.27%
$0
$1.79 Million 0.8% of portfolio
34,468
Q4 2024 Added 0.38%
$0
$1.8 Million 0.8% of portfolio
19,778
Q4 2024 Added 0.13%
$0
$1.79 Million 0.8% of portfolio
3,138
Q4 2024 Reduced 5.82%
$151B
$1.73 Million 0.77% of portfolio
6,993
Q4 2024 Reduced 11.79%
$77.6B
$1.69 Million 0.76% of portfolio
7,305
Q4 2024 Added 1.04%
$432B
$1.67 Million 0.75% of portfolio
11,563
Q4 2024 Reduced 0.56%
$881B
$1.57 Million 0.7% of portfolio
3,877
Q4 2024 Added 3.06%
$0
$1.55 Million 0.69% of portfolio
4,810
Q4 2023 Reduced 2.04%
$577B
$1.55 Million 0.69% of portfolio
4,889
Q4 2024 Reduced 3.38%
$0
$1.5 Million 0.67% of portfolio
7,838
Q4 2024 Reduced 1.3%
$53.9B
$1.5 Million 0.67% of portfolio
7,770
Q4 2024 Reduced 13.14%
$445B
$1.45 Million 0.65% of portfolio
2,859
Q4 2024 Reduced 2.22%
$883B
$1.42 Million 0.63% of portfolio
1,837
Q4 2024 Reduced 1.61%
$0
$1.42 Million 0.63% of portfolio
33,890
Q4 2024 Reduced 15.23%
$0
$1.38 Million 0.62% of portfolio
13,585
Q4 2024 Reduced 3.8%
$0
$1.29 Million 0.58% of portfolio
2,196
Q4 2024 Added 6.5%
$179B
$1.18 Million 0.53% of portfolio
3,264
Q4 2024 Reduced 1.45%
$0
$1.16 Million 0.52% of portfolio
17,325
Q3 2024 Added 1.46%
$49.4B
$1.15 Million 0.52% of portfolio
6,667
Q4 2024 Added 0.23%
$201B
$1.14 Million 0.51% of portfolio
2,192
Q4 2024 Reduced 0.23%
$241B
$1.11 Million 0.5% of portfolio
9,823
Q4 2024 Reduced 1.5%
$17.7B
$1.11 Million 0.5% of portfolio
4,069
Q4 2024 Reduced 0.02%
$396B
$1.1 Million 0.49% of portfolio
2,821
Q4 2024 Reduced 2.08%
$261B
$1.07 Million 0.48% of portfolio
11,848
Q4 2024 Reduced 0.89%
$0
$1.05 Million 0.47% of portfolio
20,360
Q4 2024 Reduced 25.72%
$441B
$1.04 Million 0.47% of portfolio
1,170
Q4 2024 Reduced 2.42%

Summary

  • Portfolio
  • No. of Stocks 192
  • Current Value $224 Million
  • Prior Value $230 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 108 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