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Tiemann Investment Advisors Portfolio holdings

AUM $276M
1-Year Est. Return 27.03%
This Fund
S&P 500
This Quarter Est. Return
+10.32%
1 Year Est. Return
+27.03%
3 Year Est. Return
+77.05%
5 Year Est. Return
+93.67%
10 Year Est. Return
+343.55%
AUM
$244M
AUM Growth
+$23.8M
Cap. Flow
+$6.13M
Cap. Flow %
2.51%
Top 10 Hldgs %
43.31%
Holding
202
New
10
Increased
61
Reduced
75
Closed
3

Top Buys

Rank Stock Value
1
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.08M
2
GSST icon
Goldman Sachs Access Ultra Short Bond ETF
GSST
+$2.02M
3
COF icon
Capital One
COF
+$1.39M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.36M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.07M

Top Sells

Rank Stock Value
1
ORCL icon
Oracle
ORCL
+$1.24M
2
DFS
Discover Financial Services
DFS
+$1.14M
3
BMY icon
Bristol-Myers Squibb
BMY
+$246K
4
AMPH icon
Amphastar Pharmaceuticals
AMPH
+$202K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$179K

Sector Composition

Rank Sector Weight
1 Technology 22.35%
2 Financials 8.32%
3 Healthcare 4.91%
4 Consumer Discretionary 4.64%
5 Industrials 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVGO icon
26
Broadcom
AVGO
$2.04T
$1.85M 0.76%
6,715
-35
-0.5% -$7.6K
IJK icon
27
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$1.81M 0.74%
19,908
+535
+3% +$45.8K
JNJ icon
28
Johnson & Johnson
JNJ
$625B
$1.73M 0.71%
11,348
-165
-1% -$25.4K
V icon
29
Visa
V
$677B
$1.73M 0.71%
4,860
+51
+1% +$17.8K
BSV icon
30
Vanguard Short-Term Bond ETF
BSV
$44.6B
$1.67M 0.69%
21,260
+13,660
+180% +$1.07M
MDY icon
31
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.3B
$1.66M 0.68%
2,933
-175
-6% -$93.9K
IWB icon
32
iShares Russell 1000 ETF
IWB
$50.1B
$1.63M 0.67%
4,810
– –
NFLX icon
33
Netflix
NFLX
$309B
$1.59M 0.65%
11,900
-300
-2% -$33.9K
COF icon
34
Capital One
COF
$134B
$1.59M 0.65%
+7,463
New +$1.39M
IVE icon
35
iShares S&P 500 Value ETF
IVE
$49.8B
$1.57M 0.64%
8,044
+267
+3% +$49.7K
EEM icon
36
iShares MSCI Emerging Markets ETF
EEM
$29.5B
$1.57M 0.64%
32,525
-1,040
-3% -$46.8K
ALL icon
37
Allstate
ALL
$67.5B
$1.47M 0.6%
7,295
-300
-4% -$59.9K
LLY icon
38
Eli Lilly
LLY
$1.06T
$1.44M 0.59%
1,842
– –
IVV icon
39
iShares Core S&P 500 ETF
IVV
$902B
$1.36M 0.56%
2,184
+30
+1% +$17.2K
LOW icon
40
Lowe's Companies
LOW
$125B
$1.35M 0.55%
6,093
+100
+2% +$22.3K
ABT icon
41
Abbott
ABT
$187B
$1.33M 0.54%
9,748
+50
+0.5% +$6.59K
CSCO icon
42
Cisco
CSCO
$479B
$1.3M 0.53%
18,802
+325
+2% +$20K
IVW icon
43
iShares S&P 500 Growth ETF
IVW
$77.6B
$1.3M 0.53%
11,824
-557
-4% -$55.1K
CEG icon
44
Constellation Energy
CEG
$95.6B
$1.27M 0.52%
3,942
-15
-0.4% -$3.97K
EWJ icon
45
iShares MSCI Japan ETF
EWJ
$23B
$1.24M 0.51%
16,600
-725
-4% -$51.6K
ISRG icon
46
Intuitive Surgical
ISRG
$134B
$1.24M 0.51%
2,288
-5
-0.2% -$2.61K
MCHP icon
47
Microchip Technology
MCHP
$46B
$1.23M 0.5%
17,428
– –
TSLA icon
48
Tesla
TSLA
$1.3T
$1.18M 0.48%
3,715
– –
ESS icon
49
Essex Property Trust
ESS
$18.5B
$1.14M 0.47%
4,035
-34
-0.8% -$9.55K
WMT icon
50
Walmart Inc
WMT
$890B
$1.13M 0.46%
11,564
+126
+1% +$12K
1
2
3 4 5

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Tiemann Investment Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Tiemann Investment Advisors held 202 positions worth $244M, up 11% from $220M the previous quarter. Its ten largest holdings account for 43% of the portfolio.

Tiemann Investment Advisors's Q2 2025 filing shows 10 new, 61 increased, 75 reduced and 3 closed positions. Its largest new stake was Capital One: 7,463 shares worth $1.59M. The largest sale was Oracle, an estimated $1.24M.

By sector, the portfolio is most concentrated in Technology at 22% of assets, up from 21% a quarter earlier, followed by Financials and Healthcare.

  • Tiemann Investment Advisors's largest Q2 2025 buy was Capital One: 7,463 shares worth $1.59M.
  • Tiemann Investment Advisors added most to JPMorgan Ultra-Short Income ETF in Q2 2025, an estimated $2.08M increase.
  • Tiemann Investment Advisors's biggest Q2 2025 reduction was Oracle, cutting an estimated $1.24M.
  • Tiemann Investment Advisors fully exited Discover Financial Services in Q2 2025, selling an estimated $1.14M.
  • Tiemann Investment Advisors's ten largest holdings make up 43% of its $244M portfolio in Q2 2025.
  • Tiemann Investment Advisors opened 10 new positions and closed 3 in Q2 2025.
  • Tiemann Investment Advisors's portfolio value rose 11% quarter-over-quarter to $244M.

Based on Tiemann Investment Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.