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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.2 Million 6.8% of portfolio
156,762
Q4 2024 Added 2.29%
$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%
$0
$6.24 Million 2.79% of portfolio
123,967
Q4 2024 Reduced 4.0%
$0
$5.58 Million 2.49% of portfolio
111,042
Q4 2024 Added 2.26%
$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%
$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%
$91.1B
$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%
$0
$1.55 Million 0.69% of portfolio
4,810
Q4 2023 Reduced 2.04%
$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%
$0
$1.16 Million 0.52% of portfolio
17,325
Q3 2024 Added 1.46%
$0
$1.05 Million 0.47% of portfolio
20,360
Q4 2024 Reduced 25.72%
$0
$860,000 0.38% of portfolio
11,384
Q4 2024 Added 0.01%
$0
$852,000 0.38% of portfolio
1,454
Q2 2024 Reduced 0.89%
$0
$801,000 0.36% of portfolio
33,991
Q4 2024 Added 11.39%
$0
$813,000 0.36% of portfolio
15,163
Q4 2024 Added 3.23%
$0
$669,000 0.3% of portfolio
8,660
Q3 2024 Reduced 6.98%
$0
$672,000 0.3% of portfolio
19,835
Q4 2024 Added 2.59%
$0
$664,000 0.3% of portfolio
3,009
Q4 2024 Reduced 3.15%
$0
$656,000 0.29% of portfolio
6,157
Q4 2024 Reduced 1.6%
$0
$615,000 0.28% of portfolio
26,456
Q4 2024 Reduced 1.49%
$0
$504,000 0.23% of portfolio
19,492
Q4 2024 Added 99.39%
$0
$510,000 0.23% of portfolio
4,774
Q4 2024 Reduced 0.02%
$0
$484,000 0.22% of portfolio
16,210
Q4 2024 Reduced 1.52%
$0
$436,000 0.2% of portfolio
9,905
Q3 2024 Added 0.41%
$0
$423,000 0.19% of portfolio
18,667
Q4 2024 Added 199.97%
$0
$365,000 0.16% of portfolio
8,225
Q4 2023 Reduced 0.6%
$0
$327,000 0.15% of portfolio
9,130
Q2 2024 Reduced 1.35%
$0
$307,000 0.14% of portfolio
3,750
Q4 2024 Added 36.36%
$0
$296,000 0.13% of portfolio
12,810
Q4 2024 Added 200.0%
$0
$291,000 0.13% of portfolio
15,746
Q4 2024 Added 100.0%
$0
$293,000 0.13% of portfolio
6,100
Q2 2024 Reduced 10.95%
$0
$282,000 0.13% of portfolio
7,020
Q2 2022 Reduced 5.39%
$0
$279,000 0.12% of portfolio
8,775
Q4 2024 Added 1.74%
$0
$238,000 0.11% of portfolio
2,500
Q1 2024 Reduced 17.11%
$0
$237,000 0.11% of portfolio
1,800
Q4 2024 Reduced 5.26%
$0
$248,000 0.11% of portfolio
461
Q4 2023 New
$0
$251,000 0.11% of portfolio
10,450
Q4 2024 Added 100.0%
$0
$219,000 0.1% of portfolio
2,824
Q1 2024 New
$0
$220,000 0.1% of portfolio
2,525
Q4 2024 Reduced 11.4%

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
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