Portfolio (Quarterly)
Guide ↗
TIEMANN INVESTMENT ADVISORS, LLC
· CIK 0001575151| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | IJH | ISHARES TR | — | 35,482.0 | $2.3M | 0.91% | NEW | — | $66.00 | +14.9% |
| 22 | ABBV | ABBVIE INC | Healthcare | 10,057.0 | $2.3M | 0.89% | NEW | — | $228.49 | +12.2% |
| 23 | JPEM | J P MORGAN EXCHANGE TRADED F | — | 37,457.0 | $2.3M | 0.88% | NEW | — | $60.73 | +10.7% |
| 24 | JNJ | JOHNSON & JOHNSON | Healthcare | 10,893.0 | $2.3M | 0.88% | NEW | — | $206.95 | +33.0% |
| 25 | COST | COSTCO WHSL CORP NEW | Consumer Defensive | 2,587.0 | $2.2M | 0.87% | NEW | — | $862.34 | +6.2% |
| 26 | IJT | ISHARES TR | — | 15,051.0 | $2.1M | 0.82% | NEW | — | $141.17 | +20.6% |
| 27 | AVGO | BROADCOM INC | Technology | 5,755.0 | $2.0M | 0.77% | NEW | — | $346.10 | +3.4% |
| 28 | IJK | ISHARES TR | — | 19,960.0 | $1.9M | 0.75% | NEW | — | $96.88 | +17.1% |
| 29 | LLY | ELI LILLY & CO | Healthcare | 1,799.0 | $1.9M | 0.75% | NEW | — | $1074.68 | +6.8% |
| 30 | IVE | ISHARES TR | — | 8,521.0 | $1.8M | 0.70% | NEW | — | $212.07 | +11.7% |
| 31 | IWB | ISHARES TR | — | 4,810.0 | $1.8M | 0.70% | NEW | — | $373.44 | +12.9% |
| 32 | MDY | SPDR S&P MIDCAP 400 ETF TR | Financial Services | 2,939.0 | $1.8M | 0.69% | NEW | — | $603.28 | +14.6% |
| 33 | COF | CAPITAL ONE FINL CORP | Financial Services | 7,083.0 | $1.7M | 0.67% | NEW | — | $242.36 | -9.4% |
| 34 | EEM | ISHARES TR | — | 30,675.0 | $1.7M | 0.65% | NEW | — | $54.71 | +25.6% |
| 35 | IVV | ISHARES TR | — | 2,339.0 | $1.6M | 0.62% | NEW | — | $684.94 | +13.0% |
| 36 | V | VISA INC | Financial Services | 4,509.0 | $1.6M | 0.61% | NEW | — | $350.76 | +6.9% |
| 37 | CAT | CATERPILLAR INC | Industrials | 2,714.0 | $1.6M | 0.60% | NEW | — | $572.87 | +42.1% |
| 38 | TSLA | TESLA INC | Consumer Cyclical | 3,414.0 | $1.5M | 0.60% | NEW | — | $449.72 | -21.3% |
| 39 | ALL | ALLSTATE CORP | Financial Services | 7,145.0 | $1.5M | 0.58% | NEW | — | $208.15 | +24.7% |
| 40 | LOW | LOWES COS INC | Consumer Cyclical | 6,093.0 | $1.5M | 0.57% | NEW | — | $241.16 | -15.2% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
40.5%
Financial Services
16.4%
Healthcare
9.8%
Consumer Cyclical
8.7%
Industrials
7.3%
Communication Services
6.5%
Consumer Defensive
4.0%
Utilities
2.4%
Real Estate
2.0%
Basic Materials
1.9%