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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
-1.33%
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
$220M
AUM Growth
-$4.58M
Cap. Flow
+$1.21M
Cap. Flow %
0.55%
Top 10 Hldgs %
42.4%
Holding
198
New
6
Increased
31
Reduced
99
Closed
6

Top Buys

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.64M
2
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$1.08M
3
GSST icon
Goldman Sachs Access Ultra Short Bond ETF
GSST
+$1.01M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$584K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$330K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$358K
2
MSFT icon
Microsoft
MSFT
+$331K
3
NVDA icon
NVIDIA
NVDA
+$318K
4
DECK icon
Deckers Outdoor
DECK
+$305K
5
EIX icon
Edison International
EIX
+$303K

Sector Composition

Rank Sector Weight
1 Technology 21.04%
2 Financials 8.62%
3 Healthcare 6.05%
4 Consumer Discretionary 4.85%
5 Industrials 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JIRE icon
151
JPMorgan International Research Enhanced Equity ETF
JIRE
$11.3B
$256K 0.12%
4,015
+300
+8% +$18.8K
ZTS icon
152
Zoetis
ZTS
$30B
$254K 0.12%
1,545
+25
+2% +$4.16K
SCHO icon
153
Schwab Short-Term US Treasury ETF
SCHO
$12.9B
$254K 0.12%
10,450
– –
FITB
154
Fifth Third Bancorp
FITB
$51.8B
$253K 0.11%
6,450
– –
QCOM icon
155
Qualcomm
QCOM
$173B
$253K 0.11%
1,645
-52
-3% -$8.48K
ORLY icon
156
O'Reilly Automotive
ORLY
$75.6B
$248K 0.11%
+2,595
New +$226K
BMY icon
157
Bristol-Myers Squibb
BMY
$133B
$246K 0.11%
4,031
– –
FFC
158
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
$783M
$245K 0.11%
15,388
– –
NVO
159
Novo Nordisk
NVO
$208B
$243K 0.11%
3,500
-250
-7% -$20.6K
PHYS icon
160
Sprott Physical Gold
PHYS
$15.7B
$241K 0.11%
10,000
– –
HPQ icon
161
HP
HPQ
$27.5B
$239K 0.11%
8,616
– –
JNK icon
162
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.3B
$238K 0.11%
2,500
– –
VOO icon
163
Vanguard S&P 500 ETF
VOO
$1.03T
$237K 0.11%
461
– –
XLI icon
164
State Street Industrial Select Sector SPDR ETF
XLI
$34.6B
$236K 0.11%
1,800
– –
PFE icon
165
Pfizer
PFE
$154B
$234K 0.11%
9,250
-900
-9% -$23.6K
MET icon
166
MetLife
MET
$62.3B
$233K 0.11%
2,899
– –
GEV icon
167
GE Vernova
GEV
$266B
$233K 0.11%
762
– –
LEN icon
168
Lennar Class A
LEN
$20.6B
$231K 0.11%
2,015
+21
+1% +$2.62K
GM icon
169
General Motors
GM
$77.5B
$230K 0.1%
4,895
-750
-13% -$37K
TLT icon
170
iShares 20+ Year Treasury Bond ETF
TLT
$40.6B
$230K 0.1%
2,525
– –
STZ icon
171
Constellation Brands
STZ
$22.8B
$228K 0.1%
1,245
-250
-17% -$45.4K
NSC icon
172
Norfolk Southern
NSC
$75.3B
$228K 0.1%
962
– –
LH icon
173
Labcorp
LH
$25.9B
$224K 0.1%
963
– –
DLN icon
174
WisdomTree US LargeCap Dividend Fund
DLN
$6.41B
$224K 0.1%
2,824
– –
CB icon
175
Chubb
CB
$135B
$219K 0.1%
726
– –
4 5 6
7
8

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EFP
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TLA
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AAM
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RFA
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Tiemann Investment Advisors's Q1 2025 Portfolio in Review

As of Q1 2025, Tiemann Investment Advisors held 198 positions worth $220M, down 2% from $225M the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Tiemann Investment Advisors's Q1 2025 filing shows 6 new, 31 increased, 99 reduced and 6 closed positions. Its largest new stake was Gilead Sciences: 2,402 shares worth $269K. The largest sale was Apple, an estimated $358K.

By sector, the portfolio is most concentrated in Technology at 21% of assets, down from 24% a quarter earlier, followed by Financials and Healthcare.

  • Tiemann Investment Advisors's largest Q1 2025 buy was Gilead Sciences: 2,402 shares worth $269K.
  • Tiemann Investment Advisors added most to iShares Core US Aggregate Bond ETF in Q1 2025, an estimated $1.64M increase.
  • Tiemann Investment Advisors's biggest Q1 2025 reduction was Apple, cutting an estimated $358K.
  • Tiemann Investment Advisors fully exited Deckers Outdoor in Q1 2025, selling an estimated $305K.
  • Tiemann Investment Advisors's ten largest holdings make up 42% of its $220M portfolio in Q1 2025.
  • Tiemann Investment Advisors opened 6 new positions and closed 6 in Q1 2025.
  • Tiemann Investment Advisors's portfolio value fell 2% quarter-over-quarter to $220M.

Based on Tiemann Investment Advisors's 13F filing for Q1 2025, filed 14 May 2025.