Tiemann Investment Advisors, LLC
CIK:0001575151
Investment Adviser
$312M AUM
199 holdings
Menlo Park, CA, United States
TIEMANN INVESTMENT ADVISORS, LLC is an independent, SEC-registered investment advisory firm based in Menlo Park, California, providing customized investment management services, primarily to high net worth individuals and families in the U.S.
Investment Strategy
The firm’s primary focus is discretionary direct equity investments in U.S.-listed large-cap stocks, as evidenced by their 13F holdings in major firms such as Apple, Microsoft, Nvidia, Oracle, and Google, among others. No further publicly available detail on broader investment philosophy or risk management.
Top Buys
M
MSFTMICROSOFT CORP+$3.3M
N
NVDANVIDIA CORPORATION+$2.2M
J
JPSTJ P MORGAN EXCHANGE TRADED F+$2.1M
G
GSSTGOLDMAN SACHS ETF TR+$2.0M
C
COFCAPITAL ONE FINL CORP+$1.6M
Top Sells
D
DFSDISCOVER FINL SVCS-$1.1M
A
AAPLAPPLE INC-$1.1M
U
UNHUNITEDHEALTH GROUP INC-$651.8K
B
BRK-BBERKSHIRE HATHAWAY INC DEL-$463.2K
A
ABBVABBVIE INC-$296.1K
Top Holdings
A
AGGISHARES TR+7.6%$18.6M
M
MSFTMICROSOFT CORP+5.6%$13.7M
I
IUSBISHARES TR+5.4%$13.3M
A
AAPLAPPLE INC+5.1%$12.6M
I
IEFAISHARES TR+4.6%$11.1M
Equity Positions (198)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AGG | ISHARES TR | 7.62% | $18.6M | 187,409 | $107.84 | $99.20 | +$1.4M |
M MSFT | MICROSOFT CORP | 5.62% | $13.7M | 27,600 | $44.39 | $497.41 | +$3.3M |
I IUSB | ISHARES TR | 5.43% | $13.3M | 286,808 | $45.11 | $46.23 | +$46.5K |
A AAPL | APPLE INC | 5.14% | $12.6M | 61,188 | $29.17 | $205.17 | -$1.1M |
I IEFA | ISHARES TR | 4.56% | $11.1M | 133,324 | $64.24 | $83.48 | +$1.1M |
Industry Allocation
SERVICES-PREPACKAGED SOFTWARE
+10.0%
SEMICONDUCTORS & RELATED DEVICES
+5.2%
ELECTRONIC COMPUTERS
+5.1%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+3.2%
PHARMACEUTICAL PREPARATIONS
+3.2%