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 | IJJ | ISHARES TR | — | 18,991.0 | $2.5M | 0.99% | — | — | $132.50 | +11.8% |
| 22 | IJH | ISHARES TR | — | 35,285.0 | $2.4M | 0.94% | -197.0 | -0.6% | $67.53 | +12.3% |
| 23 | JPEM | J P MORGAN EXCHANGE TRADED F | — | 37,165.0 | $2.3M | 0.91% | -292.0 | -0.8% | $62.13 | +8.2% |
| 24 | IJT | ISHARES TR | — | 15,029.0 | $2.2M | 0.85% | — | — | $144.72 | +17.7% |
| 25 | ABBV | ABBVIE INC | Healthcare | 9,557.0 | $2.1M | 0.81% | -500.0 | -5.0% | $217.49 | +17.9% |
| 26 | LLY | ELI LILLY & CO | Healthcare | 2,234.0 | $2.1M | 0.81% | +435.0 | +24.2% | $919.77 | +24.8% |
| 27 | IJK | ISHARES TR | — | 19,830.0 | $2.0M | 0.78% | -130.0 | -0.7% | $100.62 | +12.8% |
| 28 | AVGO | BROADCOM INC | Technology | 6,286.0 | $1.9M | 0.76% | +531.0 | +9.2% | $309.51 | +15.6% |
| 29 | CAT | CATERPILLAR INC | Industrials | 2,670.0 | $1.9M | 0.74% | -44.0 | -1.6% | $708.46 | +14.9% |
| 30 | MDY | STATE STR SPDR S&P MIDCAP 40 | Financial Services | 2,906.0 | $1.8M | 0.70% | -33.0 | -1.1% | $616.76 | +12.1% |
| 31 | IVE | ISHARES TR | — | 8,484.0 | $1.8M | 0.70% | — | — | $211.15 | +12.1% |
| 32 | CRM | SALESFORCE INC | Technology | 9,520.0 | $1.8M | 0.70% | -60.0 | -0.6% | $186.67 | +38.9% |
| 33 | IWB | ISHARES TR | — | 4,810.0 | $1.7M | 0.67% | — | — | $356.56 | +18.2% |
| 34 | EEM | ISHARES TR | — | 30,025.0 | $1.7M | 0.67% | -650.0 | -2.1% | $56.79 | +21.0% |
| 35 | IVV | ISHARES TR | — | 2,361.0 | $1.5M | 0.60% | +22.0 | +0.9% | $653.21 | +18.5% |
| 36 | ALL | ALLSTATE CORP | Financial Services | 7,295.0 | $1.5M | 0.59% | +150.0 | +2.1% | $207.34 | +25.2% |
| 37 | CSCO | CISCO SYS INC | Technology | 18,802.0 | $1.5M | 0.57% | +700.0 | +3.9% | $77.59 | +40.7% |
| 38 | BND | VANGUARD BD INDEX FDS | — | 19,459.0 | $1.4M | 0.56% | NEW | — | $73.64 | -2.3% |
| 39 | LOW | LOWES COS INC | Consumer Cyclical | 5,993.0 | $1.4M | 0.56% | -100.0 | -1.6% | $236.28 | -13.5% |
| 40 | V | VISA INC | Financial Services | 4,593.0 | $1.4M | 0.55% | +84.0 | +1.9% | $302.28 | +24.1% |
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
38.1%
Financial Services
14.8%
Healthcare
10.4%
Industrials
8.7%
Consumer Cyclical
8.3%
Communication Services
6.9%
Consumer Defensive
4.7%
Basic Materials
2.7%
Utilities
2.6%
Real Estate
2.2%