Tiemann Investment Advisors as of June 30, 2020
Portfolio Holdings for Tiemann Investment Advisors
Tiemann Investment Advisors holds 181 positions in its portfolio as reported in the June 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Ishares Tr Core Us Aggbd Et (AGG) | 6.6 | $9.7M | 82k | 118.21 | |
Microsoft Corporation (MSFT) | 5.8 | $8.6M | 42k | 203.51 | |
Apple (AAPL) | 5.8 | $8.5M | 23k | 364.82 | |
Cloudflare Cl A Com (NET) | 2.3 | $3.4M | 94k | 35.95 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 2.1 | $3.1M | 77k | 39.99 | |
Spdr Index Shs Fds Msci Acwi Exus (CWI) | 2.0 | $2.9M | 128k | 22.66 | |
JPMorgan Chase & Co. (JPM) | 2.0 | $2.9M | 30k | 94.05 | |
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 1.8 | $2.6M | 51k | 50.73 | |
Amazon (AMZN) | 1.8 | $2.6M | 935.00 | 2758.29 | |
Johnson & Johnson (JNJ) | 1.7 | $2.6M | 18k | 140.62 | |
Ishares Tr Core Msci Eafe (IEFA) | 1.7 | $2.5M | 44k | 57.17 | |
Costco Wholesale Corporation (COST) | 1.3 | $1.9M | 6.4k | 303.27 | |
Oracle Corporation (ORCL) | 1.3 | $1.9M | 35k | 55.27 | |
Sherwin-Williams Company (SHW) | 1.3 | $1.8M | 3.2k | 577.87 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $1.8M | 10k | 178.54 | |
Ishares Tr Intrm Tr Crp Etf (IGIB) | 1.2 | $1.8M | 30k | 60.40 | |
Allstate Corporation (ALL) | 1.2 | $1.8M | 18k | 96.96 | |
Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $1.7M | 1.2k | 1418.17 | |
Ishares Tr Sp Smcp600vl Etf (IJS) | 1.2 | $1.7M | 14k | 120.40 | |
salesforce (CRM) | 1.1 | $1.7M | 9.0k | 187.32 | |
Ishares Tr S&P SML 600 GWT (IJT) | 1.1 | $1.6M | 9.4k | 169.81 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 1.1 | $1.6M | 4.8k | 324.52 | |
Abbvie (ABBV) | 1.0 | $1.5M | 15k | 98.16 | |
Intel Corporation (INTC) | 1.0 | $1.5M | 24k | 59.84 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.9 | $1.4M | 20k | 68.27 | |
Ishares Msci Jpn Etf New (EWJ) | 0.9 | $1.4M | 25k | 54.93 | |
Realty Income (O) | 0.9 | $1.4M | 23k | 59.48 | |
Ishares Tr Tips Bd Etf (TIP) | 0.9 | $1.3M | 11k | 122.97 | |
Spdr Gold Tr Gold Shs (GLD) | 0.9 | $1.3M | 7.8k | 167.35 | |
Lowe's Companies (LOW) | 0.9 | $1.3M | 9.3k | 135.11 | |
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.9 | $1.3M | 9.4k | 134.48 | |
Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.8 | $1.2M | 9.2k | 132.90 | |
Abbott Laboratories (ABT) | 0.8 | $1.2M | 13k | 91.39 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.8 | $1.2M | 19k | 60.90 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.7 | $1.1M | 6.1k | 177.85 | |
Microchip Technology (MCHP) | 0.7 | $1.1M | 10k | 105.34 | |
Ishares Tr S&p Mc 400gr Etf (IJK) | 0.7 | $1.0M | 4.6k | 223.95 | |
Home Depot (HD) | 0.7 | $1.0M | 4.1k | 250.42 | |
At&t (T) | 0.6 | $943k | 31k | 30.24 | |
Essex Property Trust (ESS) | 0.6 | $943k | 4.1k | 229.22 | |
Varian Medical Systems | 0.6 | $936k | 7.6k | 122.51 | |
Cisco Systems (CSCO) | 0.6 | $928k | 20k | 46.64 | |
Ishares Tr Rus 1000 Etf (IWB) | 0.6 | $922k | 5.4k | 171.69 | |
Alphabet Cap Stk Cl C (GOOG) | 0.6 | $917k | 649.00 | 1412.94 | |
NVIDIA Corporation (NVDA) | 0.6 | $913k | 2.4k | 379.94 | |
Polaris Industries (PII) | 0.6 | $888k | 9.6k | 92.55 | |
Caterpillar (CAT) | 0.6 | $820k | 6.5k | 126.48 | |
Verizon Communications (VZ) | 0.6 | $816k | 15k | 55.15 | |
Visa Com Cl A (V) | 0.6 | $811k | 4.2k | 193.28 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.5 | $798k | 3.8k | 207.38 | |
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.5 | $798k | 4.9k | 163.86 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $787k | 2.5k | 309.60 | |
Ishares Tr S&p 500 Val Etf (IVE) | 0.5 | $786k | 7.3k | 108.20 | |
Facebook Cl A (META) | 0.5 | $764k | 3.4k | 227.18 | |
Walgreen Boots Alliance (WBA) | 0.5 | $759k | 18k | 42.40 | |
UnitedHealth (UNH) | 0.5 | $748k | 2.5k | 294.84 | |
Merck & Co (MRK) | 0.5 | $740k | 9.6k | 77.33 | |
Raytheon Technologies Corp (RTX) | 0.5 | $722k | 12k | 61.61 | |
Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.5 | $712k | 7.4k | 95.75 | |
Flaherty & Crumrine/Claymore Preferred S (FFC) | 0.5 | $681k | 34k | 20.11 | |
Ishares Tr Msci Uk Etf New (EWU) | 0.5 | $671k | 26k | 25.77 | |
3M Company (MMM) | 0.4 | $658k | 4.2k | 156.07 | |
Sandstorm Gold Com New (SAND) | 0.4 | $631k | 66k | 9.62 | |
Adobe Systems Incorporated (ADBE) | 0.4 | $603k | 1.4k | 435.38 | |
Procter & Gamble Company (PG) | 0.4 | $590k | 4.9k | 119.53 | |
Disney Walt Com Disney (DIS) | 0.4 | $583k | 5.2k | 111.51 | |
Pan American Silver Corp Can (PAAS) | 0.4 | $547k | 18k | 30.39 | |
Cummins (CMI) | 0.4 | $545k | 3.1k | 173.35 | |
International Business Machines (IBM) | 0.4 | $541k | 4.5k | 120.68 | |
Flexshares Tr Iboxx 3r Targt (TDTT) | 0.3 | $509k | 20k | 25.29 | |
Bristol Myers Squibb (BMY) | 0.3 | $509k | 8.7k | 58.76 | |
Netflix (NFLX) | 0.3 | $499k | 1.1k | 455.29 | |
American Tower Reit (AMT) | 0.3 | $493k | 1.9k | 258.66 | |
Colgate-Palmolive Company (CL) | 0.3 | $485k | 6.6k | 73.21 | |
Kimberly-Clark Corporation (KMB) | 0.3 | $481k | 3.4k | 141.47 | |
General Mills (GIS) | 0.3 | $469k | 7.6k | 61.64 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $466k | 3.3k | 143.12 | |
Royal Gold (RGLD) | 0.3 | $462k | 3.7k | 124.46 | |
Fiserv (FI) | 0.3 | $459k | 4.7k | 97.66 | |
McDonald's Corporation (MCD) | 0.3 | $451k | 2.4k | 184.38 | |
General Dynamics Corporation (GD) | 0.3 | $429k | 2.9k | 149.48 | |
Goldman Sachs (GS) | 0.3 | $425k | 2.2k | 197.67 | |
Starbucks Corporation (SBUX) | 0.3 | $422k | 5.7k | 73.65 | |
Amgen (AMGN) | 0.3 | $421k | 1.8k | 235.99 | |
Union Pacific Corporation (UNP) | 0.3 | $420k | 2.5k | 169.29 | |
Franco-Nevada Corporation (FNV) | 0.3 | $418k | 3.0k | 139.80 | |
Pfizer (PFE) | 0.3 | $408k | 13k | 32.69 | |
Discover Financial Services (DFS) | 0.3 | $406k | 8.1k | 50.12 | |
Wal-Mart Stores (WMT) | 0.3 | $406k | 3.4k | 119.76 | |
Coca-Cola Company (KO) | 0.3 | $405k | 9.1k | 44.68 | |
Comcast Corp Cl A (CMCSA) | 0.3 | $401k | 10k | 39.03 | |
RBB Mfam Smlcp Grwth (TMFS) | 0.3 | $398k | 14k | 28.62 | |
Intuit (INTU) | 0.3 | $392k | 1.3k | 296.07 | |
Eastman Chemical Company (EMN) | 0.3 | $377k | 5.4k | 69.56 | |
Duke Energy Corp Com New (DUK) | 0.3 | $377k | 4.7k | 79.82 | |
Citigroup Com New (C) | 0.3 | $374k | 7.3k | 51.13 | |
Ishares Msci France Etf (EWQ) | 0.3 | $371k | 14k | 27.44 | |
Air Products & Chemicals (APD) | 0.2 | $363k | 1.5k | 241.84 | |
Ishares Msci Germany Etf (EWG) | 0.2 | $361k | 13k | 27.08 | |
Flexshares Tr Iboxx 5yr Trgt (TDTF) | 0.2 | $358k | 13k | 26.72 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $355k | 9.0k | 39.56 | |
Thermo Fisher Scientific (TMO) | 0.2 | $353k | 975.00 | 362.05 | |
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $350k | 5.4k | 65.26 | |
Exxon Mobil Corporation (XOM) | 0.2 | $348k | 7.8k | 44.70 | |
Applied Materials (AMAT) | 0.2 | $347k | 5.7k | 60.45 | |
Reaves Util Income Com Sh Ben Int (UTG) | 0.2 | $344k | 11k | 30.22 | |
Lockheed Martin Corporation (LMT) | 0.2 | $343k | 940.00 | 364.89 | |
Bank of America Corporation (BAC) | 0.2 | $340k | 14k | 23.74 | |
Constellation Brands Cl A (STZ) | 0.2 | $334k | 1.9k | 174.87 | |
Nike CL B (NKE) | 0.2 | $331k | 3.4k | 98.07 | |
Tesla Motors (TSLA) | 0.2 | $329k | 305.00 | 1078.69 | |
Intuitive Surgical Com New (ISRG) | 0.2 | $328k | 575.00 | 570.43 | |
Chevron Corporation (CVX) | 0.2 | $326k | 3.6k | 89.36 | |
Emerson Electric (EMR) | 0.2 | $325k | 5.2k | 61.96 | |
Synopsys (SNPS) | 0.2 | $325k | 1.7k | 195.20 | |
Linde SHS | 0.2 | $325k | 1.5k | 212.42 | |
Spdr Ser Tr Portfolio Short (SPSB) | 0.2 | $324k | 10k | 31.30 | |
Exelon Corporation (EXC) | 0.2 | $323k | 8.9k | 36.27 | |
Medtronic SHS (MDT) | 0.2 | $317k | 3.5k | 91.75 | |
Eli Lilly & Co. (LLY) | 0.2 | $317k | 1.9k | 164.42 | |
Nextera Energy (NEE) | 0.2 | $316k | 1.3k | 240.30 | |
Digital Realty Trust (DLR) | 0.2 | $314k | 2.2k | 142.34 | |
Clorox Company (CLX) | 0.2 | $314k | 1.4k | 219.73 | |
Rockwell Automation (ROK) | 0.2 | $310k | 1.5k | 213.06 | |
CSX Corporation (CSX) | 0.2 | $304k | 4.4k | 69.69 | |
Ishares Msci Netherl Etf (EWN) | 0.2 | $302k | 9.2k | 32.67 | |
Albemarle Corporation (ALB) | 0.2 | $297k | 3.9k | 77.14 | |
Gilead Sciences (GILD) | 0.2 | $294k | 3.8k | 77.06 | |
Fidelity National Information Services (FIS) | 0.2 | $282k | 2.1k | 134.29 | |
Pepsi (PEP) | 0.2 | $278k | 2.1k | 132.38 | |
Otis Worldwide Corp (OTIS) | 0.2 | $274k | 4.8k | 56.85 | |
Brown Forman Corp CL B (BF.B) | 0.2 | $270k | 4.2k | 63.78 | |
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) | 0.2 | $266k | 7.3k | 36.65 | |
Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM) | 0.2 | $260k | 9.6k | 26.97 | |
Phillips 66 (PSX) | 0.2 | $255k | 3.6k | 71.81 | |
Illinois Tool Works (ITW) | 0.2 | $255k | 1.5k | 174.66 | |
Ishares Msci Switzerland (EWL) | 0.2 | $255k | 6.5k | 39.03 | |
Archer Daniels Midland Company (ADM) | 0.2 | $254k | 6.4k | 39.95 | |
Genuine Parts Company (GPC) | 0.2 | $252k | 2.9k | 86.90 | |
Morgan Stanley Com New (MS) | 0.2 | $245k | 5.1k | 48.28 | |
Mettler-Toledo International (MTD) | 0.2 | $243k | 302.00 | 804.64 | |
American Electric Power Company (AEP) | 0.2 | $242k | 3.0k | 79.61 | |
Keysight Technologies (KEYS) | 0.2 | $241k | 2.4k | 100.84 | |
D.R. Horton (DHI) | 0.2 | $240k | 4.3k | 55.36 | |
Honeywell International (HON) | 0.2 | $238k | 1.6k | 144.68 | |
Kansas City Southern Com New | 0.2 | $237k | 1.6k | 149.62 | |
Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $236k | 4.7k | 50.02 | |
Edison International (EIX) | 0.2 | $236k | 4.4k | 54.20 | |
Innovative Industria A (IIPR) | 0.2 | $231k | 2.6k | 87.97 | |
Zoetis Cl A (ZTS) | 0.2 | $230k | 1.7k | 136.82 | |
BlackRock (BLK) | 0.2 | $227k | 418.00 | 543.06 | |
Sprott Physical Gold Tr Unit (PHYS) | 0.2 | $225k | 13k | 16.90 | |
F M C Corp Com New (FMC) | 0.2 | $224k | 2.3k | 99.56 | |
American Express Company (AXP) | 0.2 | $224k | 2.4k | 95.12 | |
Crown Castle Intl (CCI) | 0.2 | $223k | 1.3k | 167.04 | |
Canadian Pacific Railway | 0.2 | $223k | 875.00 | 254.86 | |
Mastercard Incorporated Cl A (MA) | 0.2 | $222k | 752.00 | 295.21 | |
Annaly Capital Management | 0.1 | $219k | 34k | 6.55 | |
Boeing Company (BA) | 0.1 | $219k | 1.2k | 183.42 | |
W.R. Grace & Co. | 0.1 | $218k | 4.3k | 50.70 | |
Carrier Global Corporation (CARR) | 0.1 | $218k | 9.8k | 22.25 | |
Ishares Msci Sweden Etf (EWD) | 0.1 | $217k | 7.0k | 31.08 | |
Ecolab (ECL) | 0.1 | $214k | 1.1k | 198.88 | |
Regeneron Pharmaceuticals (REGN) | 0.1 | $213k | 342.00 | 622.81 | |
FedEx Corporation (FDX) | 0.1 | $213k | 1.5k | 140.32 | |
Abb Sponsored Adr (ABBNY) | 0.1 | $212k | 9.4k | 22.53 | |
Marriott Intl Cl A (MAR) | 0.1 | $211k | 2.5k | 85.84 | |
Prologis (PLD) | 0.1 | $210k | 2.3k | 93.29 | |
Travelers Companies (TRV) | 0.1 | $210k | 1.8k | 114.19 | |
Biogen Idec (BIIB) | 0.1 | $208k | 777.00 | 267.70 | |
Dominion Resources (D) | 0.1 | $205k | 2.5k | 81.38 | |
CVS Caremark Corporation (CVS) | 0.1 | $205k | 3.2k | 65.02 | |
Ishares Msci Cda Etf (EWC) | 0.1 | $205k | 7.9k | 25.88 | |
Kellogg Company (K) | 0.1 | $203k | 3.1k | 66.19 | |
Truist Financial Corp equities (TFC) | 0.1 | $200k | 5.3k | 37.62 | |
Fortune Brands (FBIN) | 0.1 | $200k | 3.1k | 63.82 | |
Hp (HPQ) | 0.1 | $198k | 11k | 17.44 | |
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $192k | 6.4k | 29.80 | |
Mondelez Intl Cl A (MDLZ) | 0.1 | $191k | 3.7k | 51.00 | |
Deere & Company (DE) | 0.1 | $190k | 1.2k | 157.42 | |
Lauder Estee Cos Cl A (EL) | 0.1 | $188k | 995.00 | 188.94 |