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

192 positions • $220.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464287309

Shares:12.4K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$220.4M)

CISCO SYSTEMS, INC.

Shares:18.5K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$220.4M)

Discover Financial Services

Shares:6.7K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$220.4M)

NETFLIX INC

Shares:1.2K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$220.4M)

INTUITIVE SURGICAL INC

Shares:2.3K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$220.4M)

Broadcom Inc.

Shares:6.8K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$220.4M)

CATERPILLAR INC

Shares:3.2K

Value:$1.0M

% of Portfolio:0.5% ($1.0M/$220.4M)

RTX Corp

Shares:7.7K

Value:$1.0M

% of Portfolio:0.5% ($1.0M/$220.4M)

HOME DEPOT, INC.

Shares:2.7K

Value:$1.0M

% of Portfolio:0.5% ($1.0M/$220.4M)

Walmart Inc.

Shares:11.4K

Value:$1.0M

% of Portfolio:0.5% ($1.0M/$220.4M)

33939L506

Shares:40.9K

Value:$997.6K

% of Portfolio:0.5% ($997.6K/$220.4M)

464288638

Shares:19.0K

Value:$995.8K

% of Portfolio:0.5% ($995.8K/$220.4M)

Tesla, Inc.

Shares:3.7K

Value:$962.8K

% of Portfolio:0.4% ($962.8K/$220.4M)

464287465

Shares:11.3K

Value:$927.2K

% of Portfolio:0.4% ($927.2K/$220.4M)

46434G103

Shares:16.8K

Value:$906.6K

% of Portfolio:0.4% ($906.6K/$220.4M)

MICROCHIP TECHNOLOGY INC

Shares:17.4K

Value:$843.7K

% of Portfolio:0.4% ($843.7K/$220.4M)

46435G334

Shares:22.0K

Value:$825.7K

% of Portfolio:0.4% ($825.7K/$220.4M)

GOLDMAN SACHS GROUP INC

Shares:1.5K

Value:$824.9K

% of Portfolio:0.4% ($824.9K/$220.4M)

SPDR S&P 500 ETF TRUST

Shares:1.5K

Value:$813.6K

% of Portfolio:0.4% ($813.6K/$220.4M)

33939L605

Shares:33.5K

Value:$811.3K

% of Portfolio:0.4% ($811.3K/$220.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVWcusip464287309)	12.4K	QoQ -8.86% (-1.2K) YoY -12.79% (-1.8K)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$220.4M)	QoQ -16.67% (-$230.0K) YoY -4.12% (-$49.5K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	18.5K	QoQ +3.64% (+650) YoY -1.79% (-338)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$220.4M)	QoQ +8.04% (+$84.9K) YoY +21.42% (-$201.2K)
Discover Financial Services(DFScusip254709108)	6.7K	QoQ 0.00% (-0) YoY +0.22% (+15)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$220.4M)	QoQ -1.46% (-$16.9K) YoY +30.50% (+$266.0K)
NETFLIX INC(NFLXcusip64110L106)	1.2K	QoQ +4.27% (+50) YoY +0.90% (+11)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$220.4M)	QoQ +9.09% (+$94.8K) YoY +54.94% (+$403.4K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	2.3K	QoQ +4.60% (-101) YoY -6.29% (-154)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$220.4M)	QoQ -0.74% (-$8.5K) YoY +16.28% (-$159.1K)
Broadcom Inc.(AVGOcusip11135F101)	6.8K	QoQ -7.59% (-555) YoY +941.66% (+6.1K)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$220.4M)	QoQ -33.26% (-$563.4K) YoY +31.58% (+$271.3K)
CATERPILLAR INC(CATcusip149123101)	3.2K	QoQ -3.37% (-110) YoY -8.23% (-283)	All Managers (Combined)	$1.0M	0.5% ($1.0M/$220.4M)	QoQ -12.14% (-$143.9K) YoY -17.40% (-$219.2K)
RTX Corp(RTXcusip75513E101)	7.7K	QoQ -1.57% (-123) YoY -0.42% (-33)	All Managers (Combined)	$1.0M	0.5% ($1.0M/$220.4M)	QoQ +12.65% (-$114.1K) YoY +35.23% (-$264.6K)
HOME DEPOT, INC.(HDcusip437076102)	2.7K	QoQ -2.65% (-75) YoY -16.93% (-560)	All Managers (Combined)	$1.0M	0.5% ($1.0M/$220.4M)	QoQ -8.28% (-$91.0K) YoY -20.64% (-$261.8K)
Walmart Inc.(WMTcusip931142103)	11.4K	QoQ -3.46% (-410) YoY -6.38% (-780)	All Managers (Combined)	$1.0M	0.5% ($1.0M/$220.4M)	QoQ -6.19% (-$66.3K) YoY +36.58% (-$269.0K)
(cusip33939L506)✕	40.9K	QoQ +20.37% (+6.9K) YoY -14.01% (-6.7K)	All Managers (Combined)	$997.6K	0.5% ($997.6K/$220.4M)	QoQ +24.40% (+$195.7K) YoY -11.73% (-$132.6K)
(cusip464288638)✕	19.0K	QoQ -6.87% (-1.4K) YoY -32.43% (-9.1K)	All Managers (Combined)	$995.8K	0.5% ($995.8K/$220.4M)	QoQ -5.05% (-$53.0K) YoY -31.22% (-$452.1K)
Tesla, Inc.(TSLAcusip88160R101)	3.7K	QoQ -4.17% (-162) YoY -20.44% (-955)	All Managers (Combined)	$962.8K	0.4% ($962.8K/$220.4M)	QoQ -38.50% (-$602.9K) YoY +17.27% (-$141.8K)
(EFAcusip464287465)	11.3K	QoQ -0.35% (-40) YoY -10.01% (-1.3K)	All Managers (Combined)	$927.2K	0.4% ($927.2K/$220.4M)	QoQ +7.71% (-$66.4K) YoY -7.91% (-$79.7K)
(IEMGcusip46434G103)	16.8K	QoQ +10.78% (+1.6K) YoY +17.29% (+2.5K)	All Managers (Combined)	$906.6K	0.4% ($906.6K/$220.4M)	QoQ +14.49% (+$114.8K) YoY +22.68% (+$167.6K)
MICROCHIP TECHNOLOGY INC(MCHPcusip595017104)	17.4K	QoQ -0.85% (-150) YoY -5.72% (-1.1K)	All Managers (Combined)	$843.7K	0.4% ($843.7K/$220.4M)	QoQ -16.30% (-$164.4K) YoY -49.12% (-$814.8K)
(cusip46435G334)✕	22.0K	QoQ +11.09% (+2.2K) YoY +22.86% (+4.1K)	All Managers (Combined)	$825.7K	0.4% ($825.7K/$220.4M)	QoQ +22.79% (+$153.2K) YoY +34.56% (+$212.1K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	1.5K	QoQ -3.63% (-57) YoY -9.68% (-162)	All Managers (Combined)	$824.9K	0.4% ($824.9K/$220.4M)	QoQ -8.06% (-$72.4K) YoY +18.11% (-$126.5K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	1.5K	QoQ 0.00% (-0) YoY -0.88% (-13)	All Managers (Combined)	$813.6K	0.4% ($813.6K/$220.4M)	QoQ -4.55% (-$38.8K) YoY +6.02% (-$46.2K)
(cusip33939L605)✕	33.5K	QoQ +26.45% (+7.0K) YoY +8.35% (+2.6K)	All Managers (Combined)	$811.3K	0.4% ($811.3K/$220.4M)	QoQ +31.84% (+$195.9K) YoY +11.10% (+$81.1K)