Tiemann-Investment-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "ALL",
  "GOOGL",
  "AXP",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "BRO",
  null,
  null,
  null,
  "CMI",
  "DUK",
  "ESS",
  "SAND",
  "FITB",
  "GD",
  "GILD",
  "HON",
  "HD",
  "HPQ",
  "MCD",
  "INTU",
  null,
  "FFC",
  "UNP",
  null,
  "QCOM",
  "ISRG",
  "LEN",
  "ITW",
  "AMAT",
  "EMR",
  "BKNG",
  "META",
  "IVW",
  "IJH",
  null,
  null,
  null,
  "LIN",
  null,
  "MA",
  "MSFT",
  "MS",
  "TMUS",
  "EXC",
  "FICO",
  "GE",
  "GPC",
  null,
  null,
  "ORLY",
  "EMN",
  "ADM",
  null,
  null,
  null,
  "SMR",
  "DLN",
  "AMP",
  "IJR",
  "KLAC",
  "ORCL",
  "PAYX",
  null,
  null,
  "EEM",
  "PEP",
  null,
  "IEMG",
  "IJK",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "INTC",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  "KEYS",
  null,
  "AMGN",
  "IEFA",
  "SCHX",
  "SHW",
  "O",
  "RTX",
  "GLD",
  "AMT",
  null,
  "IBM",
  "SBUX",
  "SNPS",
  "TXN",
  "TMO",
  "TRV",
  "MET",
  "AMPH",
  "VWO",
  null,
  "TSCO",
  null,
  "K",
  "RGLD",
  "GM",
  null,
  "TOL",
  "AMD",
  "FI",
  "CAH",
  "AEP",
  "NVO",
  "DHI",
  "AMZN",
  "SCHB",
  "IVE",
  null,
  null,
  "ELS",
  "CEF",
  "BSV",
  "VOO",
  "V",
  "WMT",
  "WSM",
  null,
  "SCHF",
  "SCHA",
  "NSC",
  "LH",
  "SO",
  "OTIS",
  "CRM",
  null,
  "GEV",
  "MCK",
  null,
  "FDX",
  "KMB",
  "BAC",
  "BK",
  "BRK-B",
  "BMY",
  "CDNS",
  "CARR",
  "CB",
  "CTAS",
  "CSCO",
  "KO",
  "CMCSA",
  "CL",
  "STZ",
  "CEG",
  "COST",
  "GLW",
  "CSX",
  "DE",
  "DFS",
  "DLR",
  "EWJ",
  null,
  "IJT",
  "IJJ",
  "EFA",
  "IWB",
  "NEE",
  "MAR",
  "IWM",
  "MDY",
  "DIS",
  "GOOG",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PH",
  "MCHP",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 192
Total Value: 220372861
Accession Number: 0001575151-25-000004
Form Type: 13F-HR
CIK: tiemann-investment-advisors
Manager Name: Tiemann-Investment-Advisors

Data Enrichment

84% identified

162 identified30 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

192 positions • $220.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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AbbVie Inc.

ABBV|00287Y109

Shares:10.6K

Value:$2.2M

% of Portfolio:1.0% ($2.2M/$220.4M)

Alphabet Inc.

GOOG|02079K107

Shares:12.7K

Value:$2.0M

% of Portfolio:0.9% ($2.0M/$220.4M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:11.5K

Value:$1.9M

% of Portfolio:0.9% ($1.9M/$220.4M)

464287507

IJH|464287507

Shares:32.6K

Value:$1.9M

% of Portfolio:0.9% ($1.9M/$220.4M)

46641Q308

Shares:34.9K

Value:$1.8M

% of Portfolio:0.8% ($1.8M/$220.4M)

464287887

IJT|464287887

Shares:13.9K

Value:$1.7M

% of Portfolio:0.8% ($1.7M/$220.4M)

VISA INC.

V|92826C839

Shares:4.8K

Value:$1.7M

% of Portfolio:0.8% ($1.7M/$220.4M)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:3.1K

Value:$1.7M

% of Portfolio:0.8% ($1.7M/$220.4M)

464287606

IJK|464287606

Shares:19.4K

Value:$1.6M

% of Portfolio:0.7% ($1.6M/$220.4M)

ALLSTATE CORP

ALL|020002101

Shares:7.6K

Value:$1.6M

% of Portfolio:0.7% ($1.6M/$220.4M)

ELI LILLY & Co

LLY|532457108

Shares:1.8K

Value:$1.5M

% of Portfolio:0.7% ($1.5M/$220.4M)

464287408

IVE|464287408

Shares:7.8K

Value:$1.5M

% of Portfolio:0.7% ($1.5M/$220.4M)

464287622

IWB|464287622

Shares:4.8K

Value:$1.5M

% of Portfolio:0.7% ($1.5M/$220.4M)

464287234

EEM|464287234

Shares:33.6K

Value:$1.5M

% of Portfolio:0.7% ($1.5M/$220.4M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:2.7K

Value:$1.4M

% of Portfolio:0.6% ($1.4M/$220.4M)

LOWES COMPANIES INC

LOW|548661107

Shares:6.0K

Value:$1.4M

% of Portfolio:0.6% ($1.4M/$220.4M)

ABBOTT LABORATORIES

ABT|002824100

Shares:9.7K

Value:$1.3M

% of Portfolio:0.6% ($1.3M/$220.4M)

ESSEX PROPERTY TRUST, INC.

ESS|297178105

Shares:4.1K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$220.4M)

464287200

IVV|464287200

Shares:2.2K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$220.4M)

46434G822

EWJ|46434G822

Shares:17.3K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$220.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AbbVie Inc.(ABBVcusip00287Y109)	10.6K	QoQ -0.89% (-95) YoY -5.12% (-571)	All Managers (Combined)	$2.2M	1.0% ($2.2M/$220.4M)	QoQ +16.85% (-$319.3K) YoY +9.15% (-$185.7K)
Alphabet Inc.(GOOGcusip02079K107)	12.7K	QoQ +0.77% (-98) YoY -6.99% (-954)	All Managers (Combined)	$2.0M	0.9% ($2.0M/$220.4M)	QoQ -17.32% (-$415.6K) YoY -4.56% (-$94.9K)
JOHNSON & JOHNSON(JNJcusip478160104)	11.5K	QoQ -0.43% (-50) YoY -5.88% (-720)	All Managers (Combined)	$1.9M	0.9% ($1.9M/$220.4M)	QoQ +14.17% (-$237.1K) YoY -1.33% (-$25.8K)
(IJHcusip464287507)	32.6K	QoQ -0.88% (-290) YoY -6.21% (-2.2K)	All Managers (Combined)	$1.9M	0.9% ($1.9M/$220.4M)	QoQ -7.18% (-$147.0K) YoY -9.90% (-$208.9K)
(cusip46641Q308)✕	34.9K	QoQ +1.30% (+449) YoY -1.41% (-501)	All Managers (Combined)	$1.8M	0.8% ($1.8M/$220.4M)	QoQ +2.93% (+$52.6K) YoY -2.75% (-$52.1K)
(IJTcusip464287887)	13.9K	QoQ -1.24% (-175) YoY +0.36% (-51)	All Managers (Combined)	$1.7M	0.8% ($1.7M/$220.4M)	QoQ -9.17% (-$175.1K) YoY -4.41% (-$80.1K)
VISA INC.(Vcusip92826C839)	4.8K	QoQ -1.63% (-80) YoY -8.38% (-440)	All Managers (Combined)	$1.7M	0.8% ($1.7M/$220.4M)	QoQ +9.07% (-$140.3K) YoY +15.05% (-$220.5K)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	3.1K	QoQ -0.95% (-30) YoY -8.23% (-279)	All Managers (Combined)	$1.7M	0.8% ($1.7M/$220.4M)	QoQ -7.23% (-$129.3K) YoY -12.01% (-$226.5K)
(IJKcusip464287606)	19.4K	QoQ -2.04% (-405) YoY -6.39% (-1.3K)	All Managers (Combined)	$1.6M	0.7% ($1.6M/$220.4M)	QoQ -10.28% (-$185.0K) YoY -14.56% (-$275.1K)
ALLSTATE CORP(ALLcusip020002101)	7.6K	QoQ -2.25% (-175) YoY -20.42% (-1.9K)	All Managers (Combined)	$1.6M	0.7% ($1.6M/$220.4M)	QoQ +4.98% (-$74.7K) YoY -4.76% (-$78.7K)
ELI LILLY & Co(LLYcusip532457108)	1.8K	QoQ +0.27% (+5) YoY -8.22% (-165)	All Managers (Combined)	$1.5M	0.7% ($1.5M/$220.4M)	QoQ +7.27% (+$103.2K) YoY -2.56% (-$40.0K)
(IVEcusip464287408)	7.8K	QoQ -0.77% (-61) YoY -0.06% (-5)	All Managers (Combined)	$1.5M	0.7% ($1.5M/$220.4M)	QoQ -0.93% (-$14.0K) YoY +1.95% (-$28.4K)
(IWBcusip464287622)	4.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.5M	0.7% ($1.5M/$220.4M)	QoQ -4.78% (-$74.2K) YoY +6.49% (+$90.0K)
(EEMcusip464287234)	33.6K	QoQ -0.95% (-325) YoY -26.39% (-12.0K)	All Managers (Combined)	$1.5M	0.7% ($1.5M/$220.4M)	QoQ +3.49% (-$49.5K) YoY -21.70% (-$406.5K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	2.7K	QoQ -6.64% (-190) YoY -12.31% (-375)	All Managers (Combined)	$1.4M	0.6% ($1.4M/$220.4M)	QoQ -3.34% (-$48.4K) YoY -7.16% (-$108.0K)
LOWES COMPANIES INC(LOWcusip548661107)	6.0K	QoQ -14.30% (-1.0K) YoY -25.48% (-2.0K)	All Managers (Combined)	$1.4M	0.6% ($1.4M/$220.4M)	QoQ -19.01% (-$328.1K) YoY -31.77% (-$651.0K)
ABBOTT LABORATORIES(ABTcusip002824100)	9.7K	QoQ -1.27% (-125) YoY 0.00% (+0)	All Managers (Combined)	$1.3M	0.6% ($1.3M/$220.4M)	QoQ +15.78% (-$175.4K) YoY +16.70% (+$184.2K)
ESSEX PROPERTY TRUST, INC.(ESScusip297178105)	4.1K	QoQ 0.00% (+0) YoY +1.24% (+50)	All Managers (Combined)	$1.2M	0.6% ($1.2M/$220.4M)	QoQ +7.40% (+$86.0K) YoY +26.78% (+$263.6K)
(IVVcusip464287200)	2.2K	QoQ -1.91% (-42) YoY +15.55% (+290)	All Managers (Combined)	$1.2M	0.5% ($1.2M/$220.4M)	QoQ -6.37% (-$82.4K) YoY +23.50% (+$230.4K)
(EWJcusip46434G822)	17.3K	QoQ 0.00% (+0) YoY +1.46% (-250)	All Managers (Combined)	$1.2M	0.5% ($1.2M/$220.4M)	QoQ +2.17% (+$25.3K) YoY -2.50% (-$30.5K)