We are live on ! Find out more
TIA

Tiemann Investment Advisors Portfolio holdings

AUM $276M
1-Year Est. Return 27.03%
This Fund
S&P 500
This Quarter Est. Return
+8.27%
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
$261M
AUM Growth
+$17.3M
Cap. Flow
+$294K
Cap. Flow %
0.11%
Top 10 Hldgs %
43.17%
Holding
210
New
11
Increased
40
Reduced
86
Closed
4

Top Buys

Rank Stock Value
1
T icon
AT&T
T
+$806K
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$754K
3
IWM icon
iShares Russell 2000 ETF
IWM
+$595K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$500K
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$351K

Top Sells

Rank Stock Value
1
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.01M
2
GSST icon
Goldman Sachs Access Ultra Short Bond ETF
GSST
+$875K
3
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$820K
4
ISRG icon
Intuitive Surgical
ISRG
+$240K
5
NVDA icon
NVIDIA
NVDA
+$229K

Sector Composition

Rank Sector Weight
1 Technology 23.51%
2 Financials 8.19%
3 Consumer Discretionary 4.96%
4 Healthcare 4.81%
5 Communication Services 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLI icon
151
State Street Industrial Select Sector SPDR ETF
XLI
$34.6B
$278K 0.11%
1,800
– –
SBUX icon
152
Starbucks
SBUX
$120B
$275K 0.11%
3,250
-250
-7% -$22.4K
OTIS icon
153
Otis Worldwide
OTIS
$28.2B
$274K 0.1%
2,999
-125
-4% -$11.3K
TMO icon
154
Thermo Fisher Scientific
TMO
$220B
$273K 0.1%
563
+44
+8% +$20.5K
THC icon
155
Tenet Healthcare
THC
$21.1B
$265K 0.1%
1,305
– –
EMN icon
156
Eastman Chemical
EMN
$8.42B
$263K 0.1%
4,175
-50
-1% -$3.49K
AMLP icon
157
Alerian MLP ETF
AMLP
$13.1B
$263K 0.1%
5,600
– –
ADBE icon
158
Adobe
ADBE
$105B
$261K 0.1%
740
– –
TSCO icon
159
Tractor Supply
TSCO
$18B
$260K 0.1%
4,575
-150
-3% -$8.84K
FFC
160
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
$782M
$260K 0.1%
15,388
– –
TOL icon
161
Toll Brothers
TOL
$14.5B
$260K 0.1%
1,880
+25
+1% +$3.26K
NSC icon
162
Norfolk Southern
NSC
$75.1B
$259K 0.1%
862
– –
CW icon
163
Curtiss-Wright
CW
$25.5B
$255K 0.1%
470
– –
LH icon
164
Labcorp
LH
$25.9B
$255K 0.1%
888
-101
-10% -$27.1K
SCHO icon
165
Schwab Short-Term US Treasury ETF
SCHO
$12.9B
$255K 0.1%
10,450
– –
GILD icon
166
Gilead Sciences
GILD
$165B
$255K 0.1%
2,297
– –
PEP icon
167
PepsiCo
PEP
$190B
$254K 0.1%
1,807
+70
+4% +$10K
JBL icon
168
Jabil
JBL
$35.8B
$246K 0.09%
1,135
– –
DLN icon
169
WisdomTree US LargeCap Dividend Fund
DLN
$6.39B
$246K 0.09%
2,824
– –
JNK icon
170
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.31B
$245K 0.09%
2,500
– –
SO icon
171
Southern Company
SO
$107B
$245K 0.09%
2,580
– –
ADM icon
172
Archer Daniels Midland
ADM
$36.9B
$244K 0.09%
4,085
+175
+4% +$10.2K
PFE icon
173
Pfizer
PFE
$153B
$243K 0.09%
9,550
-500
-5% -$12.3K
BKNG icon
174
Booking.com
BKNG
$161B
$243K 0.09%
1,125
– –
GDX icon
175
VanEck Gold Miners ETF
GDX
$27.4B
$243K 0.09%
+3,175
New +$191K
5 6
7
8 9

Similar funds

AWA
Adapt Wealth Advisors Atlanta, Georgia $276M AUM 14.93% 1-Year Est. Return
MC
Metavasi Capital Larchmont, New York $276M AUM 92.83% 1-Year Est. Return
AA
Alta Advisers London, United Kingdom $276M AUM 26.84% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
TLA
Tanglewood Legacy Advisors Houston, Texas $276M AUM 16.97% 1-Year Est. Return
FSCM
First Sabrepoint Capital Management Dallas, Texas $276M AUM 61.64% 1-Year Est. Return
AAM
Arohi Asset Management Singapore $275M AUM 20.81% 1-Year Est. Return
RFA
Resurgent Financial Advisors Atlanta, Georgia $277M AUM 21.5% 1-Year Est. Return

Tiemann Investment Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Tiemann Investment Advisors held 210 positions worth $261M, up 7.1% from $244M the previous quarter. Its ten largest holdings account for 43% of the portfolio.

Tiemann Investment Advisors's Q3 2025 filing shows 11 new, 40 increased, 86 reduced and 4 closed positions. Its largest new stake was TE Connectivity: 1,087 shares worth $239K. The largest sale was Vanguard Short-Term Bond ETF, an estimated $1.01M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 22% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Tiemann Investment Advisors's largest Q3 2025 buy was TE Connectivity: 1,087 shares worth $239K.
  • Tiemann Investment Advisors added most to AT&T in Q3 2025, an estimated $806K increase.
  • Tiemann Investment Advisors's biggest Q3 2025 reduction was Vanguard Short-Term Bond ETF, cutting an estimated $1.01M.
  • Tiemann Investment Advisors fully exited Cintas in Q3 2025, selling an estimated $204K.
  • Tiemann Investment Advisors's ten largest holdings make up 43% of its $261M portfolio in Q3 2025.
  • Tiemann Investment Advisors opened 11 new positions and closed 4 in Q3 2025.
  • Tiemann Investment Advisors's portfolio value rose 7.1% quarter-over-quarter to $261M.

Based on Tiemann Investment Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.