MondegarAI
TIEMANN INVESTMENT ADVISORS, LLC

Q3 2025 · 13F-HR

TIEMANN INVESTMENT ADVISORS, LLCholdings as filed

Filed 2025-11-13 · accession 0001575151-25-000011

$261.4M
Reported value
206
Positions
2025-09-30
Period end
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The Brief · TIEMANN INVESTMENT ADVISORS, LLC · Q3 2025

AI · grounded in 13F

Tiemann Investment Advisors, LLC established a new position in AGG valued at $19.5M. The fund also initiated new stakes in AAPL for $15.6M and MSFT for $14.2M. Additional new positions include IUSB at $13.8M and IEFA at $11.6M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287226AGGISHARES TR$19.5M7.48%195,008CommonSOLE
037833100AAPLAPPLE INC$15.6M5.97%61,252CommonSOLE
594918104MSFTMICROSOFT CORP$14.2M5.42%27,372CommonSOLE
46434V613IUSBISHARES TR$13.8M5.26%294,387CommonSOLE
46432F842IEFAISHARES TR$11.6M4.46%133,383CommonSOLE
67066G104NVDANVIDIA CORPORATION$8.6M3.30%46,249CommonSOLE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$8.1M3.12%160,563CommonSOLE
68389X105ORCLORACLE CORP$8.0M3.06%28,440CommonSOLE
381430230GSSTGOLDMAN SACHS ETF TR$7.8M2.98%153,756CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$5.6M2.12%17,598CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$4.8M1.85%9,595CommonSOLE
02079K305GOOGLALPHABET INC$4.6M1.78%19,097CommonSOLE
78463X848CWISPDR INDEX SHS FDS$3.8M1.47%110,242CommonSOLE
023135106AMZNAMAZON COM INC$3.6M1.38%16,422CommonSOLE
02079K107GOOGALPHABET INC$2.8M1.07%11,529CommonSOLE
78463V107GLDSPDR GOLD TR$2.8M1.05%7,742CommonSOLE
464287804IJRISHARES TR$2.7M1.04%22,818CommonSOLE
464287879IJSISHARES TR$2.7M1.04%24,488CommonSOLE
464287705IJJISHARES TR$2.5M0.94%18,976CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$2.4M0.92%2,595CommonSOLE
00287Y109ABBVABBVIE INC$2.4M0.90%10,173CommonSOLE
79466L302CRMSALESFORCE INC$2.3M0.88%9,755CommonSOLE
464287507IJHISHARES TR$2.3M0.86%34,497CommonSOLE
46641Q308JPEMJ P MORGAN EXCHANGE TRADED F$2.2M0.84%37,092CommonSOLE
11135F101AVGOBROADCOM INC$2.1M0.81%6,415CommonSOLE
478160104JNJJOHNSON & JOHNSON$2.1M0.81%11,393CommonSOLE
464287887IJTISHARES TR$2.0M0.77%14,311CommonSOLE
464287606IJKISHARES TR$1.9M0.73%19,995CommonSOLE
464287622IWBISHARES TR$1.8M0.67%4,810CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$1.8M0.67%2,939CommonSOLE
464287408IVEISHARES TR$1.7M0.66%8,327CommonSOLE
464287234EEMISHARES TR$1.7M0.63%30,925CommonSOLE
92826C839VVISA INC$1.6M0.63%4,809CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$1.6M0.61%7,463CommonSOLE
88160R101TSLATESLA INC$1.6M0.60%3,539CommonSOLE
464287465EFAISHARES TR$1.6M0.60%16,845CommonSOLE
020002101ALLALLSTATE CORP$1.6M0.60%7,295CommonSOLE
548661107LOWLOWES COS INC$1.5M0.59%6,093CommonSOLE
464287200IVVISHARES TR$1.5M0.58%2,276CommonSOLE
464287309IVWISHARES TR$1.4M0.54%11,785CommonSOLE
532457108LLYELI LILLY & CO$1.4M0.53%1,807CommonSOLE
64110L106NFLXNETFLIX INC$1.4M0.53%1,147CommonSOLE
464287655IWMISHARES TR$1.3M0.51%5,555CommonSOLE
149123101CATCATERPILLAR INC$1.3M0.51%2,809CommonSOLE
002824100ABTABBOTT LABS$1.3M0.50%9,698CommonSOLE
46434G822EWJISHARES INC$1.3M0.50%16,157CommonSOLE
17275R102CSCOCISCO SYS INC$1.3M0.49%18,802CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$1.3M0.49%3,856CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$1.3M0.48%1,584CommonSOLE
00206R102TAT&T INC$1.3M0.48%44,319CommonSOLE
46434G103IEMGISHARES INC$1.2M0.45%18,028CommonSOLE
931142103WMTWALMART INC$1.2M0.45%11,373CommonSOLE
75513E101RTXRTX CORPORATION$1.1M0.43%6,773CommonSOLE
33939L506TDTTFLEXSHARES TR$1.1M0.43%46,386CommonSOLE
437076102HDHOME DEPOT INC$1.1M0.43%2,766CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$1.1M0.43%17,428CommonSOLE
297178105ESSESSEX PPTY TR INC$1.1M0.41%4,034CommonSOLE
464288638IGIBISHARES TR$989,0820.38%18,285CommonSOLE
33939L605TDTFFLEXSHARES TR$955,1740.37%39,356CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$951,7240.36%1,428CommonSOLE
369604301GEGE AEROSPACE$942,4690.36%3,133CommonSOLE
46435G334EWUISHARES TR$853,4600.33%20,335CommonSOLE
038222105AMATAPPLIED MATLS INC$805,6520.31%3,935CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$799,6470.31%1,788CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$788,2400.30%2,282CommonSOLE
060505104BACBANK AMERICA CORP$764,8220.29%14,825CommonSOLE
23331A109DHID R HORTON INC$719,7390.28%4,247CommonSOLE
231021106CMICUMMINS INC$706,9320.27%1,673CommonSOLE
461202103INTUINTUIT$688,3730.26%1,008CommonSOLE
464287176TIPISHARES TR$677,8860.26%6,095CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$664,2640.25%8,418CommonSOLE
580135101MCDMCDONALDS CORP$652,1480.25%2,146CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$650,8630.25%10,722CommonSOLE
025816109AXPAMERICAN EXPRESS CO$642,3970.25%1,934CommonSOLE
742718109PGPROCTER AND GAMBLE CO$639,9010.24%4,164CommonSOLE
78464A474SPSBSPDR SERIES TRUST$613,3730.23%20,250CommonSOLE
36828A101GEVGE VERNOVA INC$608,7510.23%990CommonSOLE
58933Y105MRKMERCK & CO INC$608,4090.23%7,249CommonSOLE
571903202MARMARRIOTT INTL INC NEW$581,1690.22%2,231CommonSOLE
369550108GDGENERAL DYNAMICS CORP$564,3550.22%1,655CommonSOLE
291011104EMREMERSON ELEC CO$562,1060.22%4,285CommonSOLE
617446448MSMORGAN STANLEY$553,3400.21%3,481CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$543,0900.21%12,357CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$539,3630.21%19,332CommonSOLE
244199105DEDEERE & CO$523,5630.20%1,145CommonSOLE
46641Q134JIREJ P MORGAN EXCHANGE TRADED F$523,2370.20%7,115CommonSOLE
254687106DISDISNEY WALT CO$522,6930.20%4,565CommonSOLE
482480100KLACKLA CORP$519,8850.20%482CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$506,9810.19%3,230CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$506,8540.19%9,355CommonSOLE
58155Q103MCKMCKESSON CORP$494,4260.19%640CommonSOLE
907818108UNPUNION PAC CORP$492,1220.19%2,082CommonSOLE
80013R206AYS1SANDSTORM GOLD LTD$489,2940.19%39,081CommonSOLE
85208R101CEFSPROTT ASSET MANAGEMENT LP$488,3440.19%13,310CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$487,5750.19%3,940CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$486,2750.19%6,083CommonSOLE
464286814EWNISHARES INC$477,1320.18%8,225CommonSOLE
808524102SCHBSCHWAB STRATEGIC TR$474,5250.18%18,456CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$474,3880.18%834CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$474,0290.18%1,680CommonSOLE
219350105GLWCORNING INC$465,5200.18%5,675CommonSOLE
464287242LQDISHARES TR$465,1620.18%4,172CommonSOLE
458140100INTCINTEL CORP$463,1580.18%13,805CommonSOLE
780287108RGLDROYAL GOLD INC$457,0470.17%2,278CommonSOLE
31428X106FDXFEDEX CORP$455,4920.17%1,931CommonSOLE
G54950103LINLINDE PLC$437,9500.17%922CommonSOLE
438516106HONHONEYWELL INTL INC$437,2090.17%2,077CommonSOLE
464287457SHYISHARES TR$427,2440.16%5,150CommonSOLE
74340W103PLDPROLOGIS INC.$422,6930.16%3,691CommonSOLE
191216100KOCOCA COLA CO$419,3410.16%6,323CommonSOLE
67079K100SMRNUSCALE PWR CORP$404,1360.15%11,226CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$403,4730.15%1,445CommonSOLE
464286707EWQISHARES INC$401,0810.15%9,130CommonSOLE
871607107SNPSSYNOPSYS INC$397,1790.15%805CommonSOLE
09290D101BLKBLACKROCK INC$396,3960.15%340CommonSOLE
303250104FICOFAIR ISAAC CORP$392,0910.15%262CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$388,6720.15%2,222CommonSOLE
20030N101CMCSACOMCAST CORP NEW$385,9630.15%12,284CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$384,8320.15%3,095CommonSOLE
756109104OREALTY INCOME CORP$382,9770.15%6,300CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$372,0980.14%3,415CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$368,8230.14%1,050CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$366,5670.14%15,746CommonSOLE
464286806EWGISHARES INC$365,1280.14%8,775CommonSOLE
882508104TXNTEXAS INSTRS INC$358,2740.14%1,950CommonSOLE
464286509EWCISHARES INC$354,8610.14%7,020CommonSOLE
969904101WSMWILLIAMS SONOMA INC$353,7650.14%1,810CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$349,0060.13%5,846CommonSOLE
009158106APDAIR PRODS & CHEMS INC$341,3210.13%1,251CommonSOLE
30303M102METAMETA PLATFORMS INC$334,1430.13%455CommonSOLE
337738108FISVFISERV INC$332,6390.13%2,580CommonSOLE
372460105GPCGENUINE PARTS CO$327,0960.13%2,360CommonSOLE
701094104PHPARKER-HANNIFIN CORP$326,0050.12%430CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$325,5620.12%12,360CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$322,0220.12%930CommonSOLE
031162100AMGNAMGEN INC$315,7820.12%1,119CommonSOLE
30161N101EXCEXELON CORP$313,9450.12%6,975CommonSOLE
37045V100GMGENERAL MTRS CO$307,5940.12%5,045CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$306,9760.12%1,665CommonSOLE
253868103DLRDIGITAL RLTY TR INC$306,8620.12%1,775CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$306,1800.12%2,840CommonSOLE
126408103CSXCSX CORP$298,6390.11%8,410CommonSOLE
316773100FITBFIFTH THIRD BANCORP$298,4850.11%6,700CommonSOLE
85207H104PHYSSPROTT ASSET MANAGEMENT LP$296,2000.11%10,000CommonSOLE
171779101CIENA CORP$293,6220.11%2,015CommonSOLE
595112103MUMICRON TECHNOLOGY INC$286,6190.11%1,713CommonSOLE
65339F101NEENEXTERA ENERGY INC$285,5050.11%3,782CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$282,9380.11%2,515CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$281,5240.11%1,008CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$278,4410.11%1,721CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$277,6140.11%1,800CommonSOLE
855244109SBUXSTARBUCKS CORP$274,9500.11%3,250CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$274,1990.10%2,999CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$273,0660.10%563CommonSOLE
88033G100THCTENET HEALTHCARE CORP$264,9670.10%1,305CommonSOLE
277432100EMNEASTMAN CHEM CO$263,2340.10%4,175CommonSOLE
00162Q452AMLPALPS ETF TR$262,8080.10%5,600CommonSOLE
00724F101ADBEADOBE INC$261,0350.10%740CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$260,1800.10%4,575CommonSOLE
338478100XFFCXFLAHERTY & CRUMRINE PFD SECS$259,9100.10%15,388CommonSOLE
889478103TOLTOLL BROTHERS INC$259,7030.10%1,880CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$258,9530.10%862CommonSOLE
231561101CWCURTISS WRIGHT CORP$255,1820.10%470CommonSOLE
504922105LHLABCORP HOLDINGS INC$255,1000.10%888CommonSOLE
808524862SCHOSCHWAB STRATEGIC TR$254,9800.10%10,450CommonSOLE
375558103GILDGILEAD SCIENCES INC$254,9670.10%2,297CommonSOLE
713448108PEPPEPSICO INC$253,7750.10%1,807CommonSOLE
466313103JBLJABIL INC$246,4880.09%1,135CommonSOLE
97717W307DLNWISDOMTREE TR$245,7730.09%2,824CommonSOLE
78468R622JNKSPDR SERIES TRUST$244,9750.09%2,500CommonSOLE
842587107SOSOUTHERN CO$244,5070.09%2,580CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$244,0380.09%4,085CommonSOLE
717081103PFEPFIZER INC$243,3340.09%9,550CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$242,9670.09%45CommonSOLE
92189F106GDXVANECK ETF TRUST$242,5700.09%3,175CommonSOLE
40434L105HPQHP INC$240,0600.09%8,816CommonSOLE
G87052109TELTE CONNECTIVITY PLC$238,6290.09%1,087CommonSOLE
747525103QCOMQUALCOMM INC$232,9440.09%1,400CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$232,1300.09%1,207CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$228,5670.09%1,356CommonSOLE
526057104LENLENNAR CORP$226,8720.09%1,800CommonSOLE
278865100ECLECOLAB INC$225,9350.09%825CommonSOLE
464287432TLTISHARES TR$225,6590.09%2,525CommonSOLE
03076C106AMPAMERIPRISE FINL INC$224,0100.09%456CommonSOLE
115236101BROBROWN & BROWN INC$223,2200.09%2,380CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$221,4850.08%633CommonSOLE
464286749EWLISHARES INC$219,5790.08%3,975CommonSOLE
464286756EWDISHARES INC$219,4800.08%4,650CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$217,8110.08%1,981CommonSOLE
62944T105NVRNVR INC$216,9360.08%27CommonSOLE
464286103EWAISHARES INC$216,8910.08%8,033CommonSOLE
126650100CVSCVS HEALTH CORP$214,8600.08%2,849CommonSOLE
487836108KKELLANOVA$210,7090.08%2,569CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$210,4330.08%807CommonSOLE
59156R108METMETLIFE INC$209,9610.08%2,549CommonSOLE
78464A300SLYVSPDR SERIES TRUST$208,8850.08%2,356CommonSOLE
74933W874TMFSRBB FD INC$207,8630.08%6,025CommonSOLE
731068102PIIPOLARIS INC$206,3620.08%3,550CommonSOLE
H1467J104CBCHUBB LIMITED$204,9140.08%726CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$204,3580.08%1,184CommonSOLE
98978V103ZTSZOETIS INC$204,1160.08%1,395CommonSOLE
G29183103ETNEATON CORP PLC$203,2180.08%543CommonSOLE
922908363VOOVANGUARD INDEX FDS$202,6980.08%331CommonSOLE
05329W102ANAUTONATION INC$202,3620.08%925CommonSOLE
64110D104NTAPNETAPP INC$201,9740.08%1,705CommonSOLE
670100205NVONOVO-NORDISK A S$194,2150.07%3,500CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.