Tiemann Investment Advisors, LLC

Name: TIEMANN INVESTMENT ADVISORS, LLC 13F holdings, Q1 2025
Creator: TIEMANN INVESTMENT ADVISORS, LLC
Published: 2025-05-14

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Tiemann Investment Advisors, LLC reported 192 stock positions worth $220.4 million. Its top holding was iShares Core U.S. Aggregate (AGG) at 7.8% of the portfolio, followed by Apple (AAPL, 6.2%) and Ishr CR Unvrse Usd BD ETF-Ui (IUSB, 6.0%). Compared with Q4 2024, it opened 6 new positions, sold out of 6, added to 31 and reduced 99. The biggest buy was iShares Core U.S. Aggregate (AGG, shares +11%) and the biggest sale Apple (AAPL, shares −2%).

Most Recent 13F: Q2 2026
Location: MENLO PARK, CA
CIK: 0001575151
Portfolio Value: $220.4M (Q1 2025)
SEC Filing: 0001575151-25-000004 ↗ filed May 14, 2025

Holdings Value

Holdings 192 stocks · $220.4M


AGG iShares Core U.S. Aggregate	7.79%	173,527	$17.2M	Add +10.7%
AAPL Apple Inc.	6.19%	61,437	$13.6M	Reduce -2.5%
IUSB Ishr CR Unvrse Usd BD ETF-Ui	6.00%	286,732	$13.2M	Add +9.0%
MSFT Microsoft Corp.	4.74%	27,820	$10.4M	Reduce -2.8%
IEFA iShares Core MSCI Eafe ETF	4.55%	132,494	$10.0M	Add +3.4%
JPST JPMorgan Ultra-Short Income	3.11%	135,537	$6.9M	Add +9.3%
GSST Goldman Sachs Ultra Short Bo	3.01%	131,064	$6.6M	Add +18.0%
NVDA Nvidia Corp.	2.40%	48,785	$5.3M	Reduce -4.9%
BRK.B Berkshire Hathaway Inc. Class B	2.33%	9,635	$5.1M	Reduce -5.1%
ORCL Oracle Corp.	2.29%	36,031	$5.0M	Reduce -0.3%
JPM JPMorgan Chase & Co.	1.98%	17,768	$4.4M	Reduce -1.9%
CWI State Street SPDR MSCI Acwi	1.52%	113,218	$3.3M	Reduce -0.9%
AMZN Amazon.com Inc.	1.45%	16,762	$3.2M	Reduce -4.0%
GOOGL Alphabet Inc. Class A	1.35%	19,302	$3.0M	Reduce -1.3%
CRM Salesforce Inc.	1.20%	9,826	$2.6M	Reduce -0.5%
COST Costco Wholesale Corp.	1.14%	2,665	$2.5M	Reduce -5.8%
IJR iShares Core S&P Small-Cap E	1.13%	23,728	$2.5M	Add +0.2%
IJS iShares S&P Small-Cap 600 Va	1.04%	23,590	$2.3M	Reduce -0.4%
GLD SPDR Gold Shares	1.01%	7,762	$2.2M	Reduce -0.2%
IJJ iShares S&P Mid-Cap 400 Valu	1.01%	18,541	$2.2M	Reduce -1.8%
ABBV Abbvie Inc.	1.00%	10,565	$2.2M	Reduce -0.9%
GOOG Alphabet Inc. Class C	0.90%	12,694	$2.0M	Add +0.8%
JNJ Johnson & Johnson	0.87%	11,513	$1.9M	Reduce -0.4%
IJH iShares Core S&P Midcap ETF	0.86%	32,557	$1.9M	Reduce -0.9%
JPEM JPM Diversified Ret Em Equit filed as J P MORGAN EXCHANGE TRADED F	0.84%	34,917	$1.8M	Add +1.3%
IJT iShares S&P Small-Cap 600 GR	0.79%	13,931	$1.7M	Reduce -1.2%
V Visa Inc. Class A	0.76%	4,809	$1.7M	Reduce -1.6%
MDY State Street SPDR S&P Midcap	0.75%	3,108	$1.7M	Reduce -1.0%
IJK iShares S&P Mid-Cap 400 Grow	0.73%	19,373	$1.6M	Reduce -2.0%
ALL Allstate Corp.	0.71%	7,595	$1.6M	Reduce -2.3%
LLY Eli Lilly & Co.	0.69%	1,842	$1.5M	Add +0.3%
IVE iShares S&P 500 Value ETF	0.67%	7,777	$1.5M	Reduce -0.8%
IWB iShares Russell 1000 ETF	0.67%	4,810	$1.5M	No change
EEM iShares MSCI Emerging Market	0.67%	33,565	$1.5M	Reduce -1.0%
UNH Unitedhealth Group Inc.	0.63%	2,669	$1.4M	Reduce -6.7%
LOW Lowe's Cos Inc.	0.63%	5,993	$1.4M	Reduce -14.3%
ABT Abbott Laboratories	0.58%	9,698	$1.3M	Reduce -1.3%
ESS Essex Property Trust Inc.	0.57%	4,069	$1.2M	No change
IVV iShares Core S&P 500 ETF	0.55%	2,154	$1.2M	Reduce -1.9%
EWJ iShares MSCI Japan ETF	0.54%	17,325	$1.2M	No change
IVW iShares S&P 500 Growth ETF	0.52%	12,381	$1.1M	Reduce -8.9%
CSCO Cisco Systems Inc.	0.52%	18,477	$1.1M	Add +3.6%
DFS Discover Financial Services	0.52%	6,667	$1.1M	No change
NFLX Netflix Inc.	0.52%	1,220	$1.1M	Add +4.3%
ISRG Intuitive Surgical Inc.	0.52%	2,293	$1.1M	Add +4.6%
AVGO Broadcom Inc.	0.51%	6,750	$1.1M	Reduce -7.6%
CAT Caterpillar Inc.	0.47%	3,154	$1.0M	Reduce -3.4%
RTX RTX Corp.	0.46%	7,666	$1.0M	Reduce -1.6%
HD Home Depot Inc.	0.46%	2,746	$1.0M	Reduce -2.7%
WMT Walmart Inc.	0.46%	11,438	$1.0M	Reduce -3.5%
TDTT NT Iboxx 3Y Dur Tips ETF	0.45%	40,916	$998K	Add +20.4%
IGIB iShares 5-10Y Inv Grade Corp.	0.45%	18,960	$996K	Reduce -6.9%
TSLA Tesla Inc.	0.44%	3,715	$963K	Reduce -4.2%
EFA iShares MSCI Eafe ETF	0.42%	11,344	$927K	Reduce -0.3%
IEMG iShares Core MSCI Emerging	0.41%	16,798	$907K	Add +10.8%
MCHP Microchip Technology Inc.	0.38%	17,428	$844K	Reduce -0.8%
EWU iShares MSCI United Kingdom	0.37%	22,035	$826K	Add +11.1%
GS Goldman Sachs Group Inc.	0.37%	1,510	$825K	Reduce -3.6%
SPY SS SPDR S&P 500 ETF Trust-US	0.37%	1,454	$814K	No change
TDTF NT Iboxx 5Y Dur Tips ETF	0.37%	33,456	$811K	Add +26.5%
CEG Constellation Energy	0.36%	3,957	$798K	Reduce -0.7%
ELS Equity Lifestyle Properties	0.35%	11,462	$765K	Reduce -0.4%
MRK Merck & Co. Inc.	0.32%	7,929	$712K	Reduce -5.5%
AMAT Applied Materials Inc.	0.31%	4,770	$692K	No change
TIP iShares Tips Bond ETF	0.31%	6,107	$678K	Reduce -0.8%
MCD McDonald's Corp.	0.30%	2,151	$672K	Add +4.9%
PG The Procter & Gamble Co.	0.30%	3,874	$660K	Add +0.1%
DHI D.R. Horton Inc.	0.28%	4,857	$617K	Reduce -2.5%
GE General Electric filed as GE AEROSPACE	0.28%	3,054	$611K	Reduce -1.8%
INTU Intuit Inc.	0.27%	976	$599K	Add +2.1%
AXP American Express Co.	0.27%	2,224	$598K	Reduce -2.6%
BSV Vanguard Short-Term Bond ETF	0.27%	7,600	$595K	Reduce -12.2%
IWM iShares Russell 2000 ETF	0.27%	2,960	$591K	Reduce -1.6%
FISV Fiserv Inc.	0.27%	2,655	$586K	Reduce -8.3%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.26%	13,990	$584K	Reduce -2.9%
CL Colgate-Palmolive Co.	0.25%	5,958	$558K	Reduce -1.6%
DE Deere & Co.	0.25%	1,165	$547K	Reduce -2.1%
MAR Marriott International Class A	0.24%	2,240	$534K	Reduce -5.8%
DUK Duke Energy Corp.	0.24%	4,323	$527K	Reduce -1.1%
CMI Cummins Inc.	0.24%	1,671	$524K	Reduce -2.9%
UNP Union Pacific Corp.	0.23%	2,169	$512K	Reduce -4.8%
LQD Ishr Ibx Usd Invgd CB ETF-Ui	0.22%	4,524	$492K	Reduce -5.2%
FICO Fair Isaac Corp.	0.22%	265	$489K	No change
EMR Emerson Electric Co.	0.22%	4,360	$478K	Reduce -1.4%
FDX FedEx Corp.	0.21%	1,931	$471K	No change
SCHA Schwab US Small-Cap ETF	0.21%	19,492	$457K	No change
T AT&T Inc.	0.20%	15,929	$450K	Reduce -0.3%
VWO Vanguard Ftse Emerging Marke	0.20%	9,905	$448K	No change
MA Mastercard Inc. Class A	0.20%	817	$448K	Reduce -2.4%
HON Honeywell International Inc.	0.20%	2,112	$447K	Reduce -2.3%
KO The Coca-Cola Co.	0.20%	6,198	$444K	No change
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.20%	4,470	$441K	Reduce -0.9%
GD General Dynamics Corp.	0.20%	1,615	$440K	No change
CAH Cardinal Health Inc.	0.20%	3,130	$431K	No change
MCK McKesson Corp.	0.20%	640	$431K	Reduce -0.8%
LIN Linde PLC	0.19%	912	$425K	No change
MS Morgan Stanley	0.19%	3,621	$422K	Reduce -5.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.19%	1,695	$421K	Reduce -2.3%
PLD Prologis Inc.	0.19%	3,731	$417K	No change
KMB Kimberly-Clark Corp.	0.19%	2,930	$417K	Add +0.9%

Show all 192 holdings

Portfolio Sells Q4 2024 → Q1 2025


AAPL Apple Inc.	Reduce -2.5%	6.19%	−0.82
NVDA Nvidia Corp.	Reduce -4.9%	2.40%	−0.66
MSFT Microsoft Corp.	Reduce -2.8%	4.74%	−0.63
ORCL Oracle Corp.	Reduce -0.3%	2.29%	−0.39
GOOGL Alphabet Inc. Class A	Reduce -1.3%	1.35%	−0.29
CRM Salesforce Inc.	Reduce -0.5%	1.20%	−0.27
TSLA Tesla Inc.	Reduce -4.2%	0.44%	−0.26
AMZN Amazon.com Inc.	Reduce -4.0%	1.45%	−0.26
AVGO Broadcom Inc.	Reduce -7.6%	0.51%	−0.24
DECK Deckers Outdoor Corp.	Sold out	0.00%	−0.14
EIX Edison International	Sold out	0.00%	−0.13
LOW Lowe's Cos Inc.	Reduce -14.3%	0.63%	−0.13
PII Polaris Inc.	Sold out	0.00%	−0.11
IJS iShares S&P Small-Cap 600 Va	Reduce -0.4%	1.04%	−0.10
IVW iShares S&P 500 Growth ETF	Reduce -8.9%	0.52%	−0.09
A Agilent Technologies Inc.	Sold out	0.00%	−0.09
MTD Mettler-Toledo International	Sold out	0.00%	−0.08
JEPI JPMorgan Equity Premium Inco	Sold out	0.00%	−0.08
IJK iShares S&P Mid-Cap 400 Grow	Reduce -2.0%	0.73%	−0.07
MCHP Microchip Technology Inc.	Reduce -0.8%	0.38%	−0.07
IJT iShares S&P Small-Cap 600 GR	Reduce -1.2%	0.79%	−0.06
CAT Caterpillar Inc.	Reduce -3.4%	0.47%	−0.05
MAR Marriott International Class A	Reduce -5.8%	0.24%	−0.05
MRK Merck & Co. Inc.	Reduce -5.5%	0.32%	−0.05
IJH iShares Core S&P Midcap ETF	Reduce -0.9%	0.86%	−0.05
STZ Constellation Brands Inc. Class A	Reduce -16.7%	0.10%	−0.04
MDY State Street SPDR S&P Midcap	Reduce -1.0%	0.75%	−0.04
IJJ iShares S&P Mid-Cap 400 Valu	Reduce -1.8%	1.01%	−0.04
CEG Constellation Energy	Reduce -0.7%	0.36%	−0.03
SMR Nuscale Power Corp.	Reduce -9.7%	0.09%	−0.03
NVO Novo-Nordisk A/S-Spons ADR	Reduce -6.7%	0.11%	−0.03
HD Home Depot Inc.	Reduce -2.7%	0.46%	−0.03
SPSB SS SPDR P St C Corp. ETF	Reduce -16.7%	0.18%	−0.03
AXP American Express Co.	Reduce -2.6%	0.27%	−0.03
DHI D.R. Horton Inc.	Reduce -2.5%	0.28%	−0.03
GM General Motors Co.	Reduce -13.3%	0.10%	−0.03
CMI Cummins Inc.	Reduce -2.9%	0.24%	−0.03
IWM iShares Russell 2000 ETF	Reduce -1.6%	0.27%	−0.03
BSV Vanguard Short-Term Bond ETF	Reduce -12.2%	0.27%	−0.03
EMR Emerson Electric Co.	Reduce -1.4%	0.22%	−0.03
O Realty Income Corp.	Reduce -20.7%	0.19%	−0.03
IVV iShares Core S&P 500 ETF	Reduce -1.9%	0.55%	−0.03
GS Goldman Sachs Group Inc.	Reduce -3.6%	0.37%	−0.02
SNPS Synopsys Inc.	Reduce -2.8%	0.17%	−0.02
DIS The Walt Disney Co.	Reduce -0.9%	0.20%	−0.02
CSX CSX Corp.	Reduce -9.3%	0.12%	−0.02
MS Morgan Stanley	Reduce -5.2%	0.19%	−0.02
PEP Pepsico Inc.	Reduce -15.0%	0.13%	−0.02
ADBE Adobe Inc.	Reduce -2.3%	0.13%	−0.02
WMT Walmart Inc.	Reduce -3.5%	0.46%	−0.02

Portfolio Buys Q4 2024 → Q1 2025


AGG iShares Core U.S. Aggregate	Add +10.7%	7.79%	+1.04
IUSB Ishr CR Unvrse Usd BD ETF-Ui	Add +9.0%	6.00%	+0.71
IEFA iShares Core MSCI Eafe ETF	Add +3.4%	4.55%	+0.55
GSST Goldman Sachs Ultra Short Bo	Add +18.0%	3.01%	+0.53
JPST JPMorgan Ultra-Short Income	Add +9.3%	3.11%	+0.34
GILD Gilead Sciences Inc.	New	0.12%	+0.12
ORLY O'reilly Automotive Inc.	New	0.11%	+0.11
TDTT NT Iboxx 3Y Dur Tips ETF	Add +20.4%	0.45%	+0.10
SO The Southern Co.	New	0.10%	+0.10
TMUS T-Mobile US Inc.	New	0.10%	+0.10
TDTF NT Iboxx 5Y Dur Tips ETF	Add +26.5%	0.37%	+0.09
EWL iShares MSCI Switzerland ETF	New	0.09%	+0.09
PAYX Paychex Inc.	New	0.09%	+0.09
EWU iShares MSCI United Kingdom	Add +11.1%	0.37%	+0.08
LLY Eli Lilly & Co.	Add +0.3%	0.69%	+0.06
IEMG iShares Core MSCI Emerging	Add +10.8%	0.41%	+0.06
NFLX Netflix Inc.	Add +4.3%	0.52%	+0.05
CSCO Cisco Systems Inc.	Add +3.6%	0.52%	+0.05
SHY iShares 1-3 Year Treasury Bo	Add +26.7%	0.18%	+0.04
MCD McDonald's Corp.	Add +4.9%	0.30%	+0.04
JPEM JPM Diversified Ret Em Equit	Add +1.3%	0.84%	+0.04
RGLD Royal Gold Inc.	Add +5.0%	0.16%	+0.04
AMGN Amgen Inc.	Add +2.3%	0.16%	+0.03
KMB Kimberly-Clark Corp.	Add +0.9%	0.19%	+0.02
JIRE JPMorgan Int Res Enh Eqty	Add +8.1%	0.12%	+0.02
SBUX Starbucks Corp.	Add +2.5%	0.15%	+0.02
PG The Procter & Gamble Co.	Add +0.1%	0.30%	+0.01
ECL Ecolab Inc.	Add +1.9%	0.09%	+0.01
ISRG Intuitive Surgical Inc.	Add +4.6%	0.52%	+0.01
GLW Corning Inc.	Add +6.2%	0.13%	+0.01
ZTS Zoetis Inc.	Add +1.6%	0.12%	+0.01
INTU Intuit Inc.	Add +2.1%	0.27%	+0.00
EMN Eastman Chemical Co.	Add +0.3%	0.17%	−0.00
LEN Lennar Corp. Class A	Add +4.4%	0.10%	−0.01
DLR Digital Realty Trust Inc.	Add +5.4%	0.13%	−0.02
IJR iShares Core S&P Small-Cap E	Add +0.2%	1.13%	−0.09
GOOG Alphabet Inc. Class C	Add +0.8%	0.90%	−0.17

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	207	$276.1M	AGG, AAPL, IUSB, IEFA, MSFT
Q1 2026	204	$255.0M	AGG, AAPL, IUSB, IEFA, MSFT
Q4 2025	204	$257.5M	AGG, AAPL, IUSB, MSFT, IEFA
Q3 2025	206	$261.4M	AGG, AAPL, MSFT, IUSB, IEFA
Q2 2025	199	$244.1M	AGG, MSFT, IUSB, AAPL, IEFA
Q1 2025	192	$220.4M	AGG, AAPL, IUSB, MSFT, IEFA
Q4 2024	192	$224.9M	AAPL, AGG, MSFT, IUSB, IEFA
Q3 2024	197	$231.9M	AGG, AAPL, MSFT, IUSB, IEFA
Q2 2024	192	$224.7M	AGG, AAPL, MSFT, IUSB, IEFA
Q1 2024	197	$223.7M	AGG, MSFT, IUSB, AAPL, IEFA