TIEMANN INVESTMENT ADVISORS, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| APPLE INC(AAPL) | 61,188 | 61,252 | +64 | 12,553,852 | 15,596,740 | 5.97% | +3,042,888 |
| ORACLE CORP(ORCL) | 28,365 | 28,440 | +75 | 6,201,440 | 7,998,466 | 3.06% | +1,797,026 |
| ALPHABET INC(GOOG) | 19,292 | 19,097 | -195 | 3,399,829 | 4,642,481 | 1.78% | +1,242,652 |
| NVIDIA CORPORATION(NVDA) | 47,563 | 46,249 | -1,314 | 7,514,481 | 8,629,142 | 3.30% | +1,114,661 |
| ISHARES TR | 187,409 | 195,008 | +7,599 | 18,590,926 | 19,549,605 | 7.48% | +958,679 |
| AT&T INC(T) | 15,929 | 44,319 | +28,390 | 460,985 | 1,251,569 | 0.48% | +790,584 |
| ALPHABET INC(GOOG) | 11,609 | 11,529 | -80 | 2,059,321 | 2,807,888 | 1.07% | +748,567 |
| ISHARES TR | 2,960 | 5,555 | +2,595 | 638,817 | 1,344,103 | 0.51% | +705,286 |
| ISHARES TR | 11,344 | 16,845 | +5,501 | 1,014,079 | 1,572,858 | 0.60% | +558,779 |
| ISHARES TR | 133,324 | 133,383 | +59 | 11,129,888 | 11,645,670 | 4.46% | +515,782 |
| ISHARES TR | 286,808 | 294,387 | +7,579 | 13,259,126 | 13,750,856 | 5.26% | +491,730 |
| SPROTT ASSET MANAGEMENT LP(CEF) | 0 | 13,310 | +13,310 | 0 | 488,344 | 0.19% | +488,344 |
| MICROSOFT CORP(MSFT) | 27,600 | 27,372 | -228 | 13,728,516 | 14,177,327 | 5.42% | +448,811 |
| ABBVIE INC(ABBV) | 10,330 | 10,173 | -157 | 1,917,455 | 2,355,456 | 0.90% | +438,001 |
| JPMORGAN CHASE & CO.(JPM) | 17,768 | 17,598 | -170 | 5,151,121 | 5,550,937 | 2.12% | +399,816 |
| TESLA INC(TSLA) | 3,715 | 3,539 | -176 | 1,180,107 | 1,573,864 | 0.60% | +393,757 |
| SPDR GOLD TR(GLD) | 7,762 | 7,742 | -20 | 2,366,090 | 2,752,049 | 1.05% | +385,959 |
| JOHNSON & JOHNSON(JNJ) | 11,348 | 11,393 | +45 | 1,733,407 | 2,112,490 | 0.81% | +379,083 |
| VERIZON COMMUNICATIONS INC(VZ) | 5,179 | 12,357 | +7,178 | 224,095 | 543,090 | 0.21% | +318,995 |
| ISHARES TR | 24,223 | 24,488 | +265 | 2,409,988 | 2,708,175 | 1.04% | +298,187 |
| SPROTT ASSET MANAGEMENT LP(PHYS) | 0 | 10,000 | +10,000 | 0 | 296,200 | 0.11% | +296,200 |
| CIENA CORP | 0 | 2,015 | +2,015 | 0 | 293,622 | 0.11% | +293,622 |
| BROADCOM INC(AVGO) | 6,715 | 6,415 | -300 | 1,850,990 | 2,116,373 | 0.81% | +265,383 |
| VANECK ETF TRUST | 0 | 3,175 | +3,175 | 0 | 242,570 | 0.09% | +242,570 |
| TE CONNECTIVITY PLC(TEL) | 0 | 1,087 | +1,087 | 0 | 238,629 | 0.09% | +238,629 |
| AGNICO EAGLE MINES LTD(AEM) | 0 | 1,356 | +1,356 | 0 | 228,567 | 0.09% | +228,567 |
| SPDR INDEX SHS FDS | 110,878 | 110,242 | -636 | 3,621,275 | 3,849,651 | 1.47% | +228,376 |
| CATERPILLAR INC(CAT) | 2,874 | 2,809 | -65 | 1,115,716 | 1,340,314 | 0.51% | +224,598 |
| NVR INC(NVR) | 0 | 27 | +27 | 0 | 216,936 | 0.08% | +216,936 |
| CVS HEALTH CORP(CVS) | 0 | 2,849 | +2,849 | 0 | 214,860 | 0.08% | +214,860 |
| ISHARES TR | 32,937 | 34,497 | +1,560 | 2,042,753 | 2,251,274 | 0.86% | +208,521 |
| POLARIS INC(PII) | 0 | 3,550 | +3,550 | 0 | 206,362 | 0.08% | +206,362 |
| RAYMOND JAMES FINL INC(RJF) | 0 | 1,184 | +1,184 | 0 | 204,358 | 0.08% | +204,358 |
| EATON CORP PLC(ETN) | 0 | 543 | +543 | 0 | 203,218 | 0.08% | +203,218 |
| AUTONATION INC(AN) | 0 | 925 | +925 | 0 | 202,362 | 0.08% | +202,362 |
| NETAPP INC(NTAP) | 0 | 1,705 | +1,705 | 0 | 201,974 | 0.08% | +201,974 |
| ISHARES TR | 23,049 | 22,818 | -231 | 2,519,025 | 2,711,463 | 1.04% | +192,438 |
| GE VERNOVA INC(GEV) | 794 | 990 | +196 | 420,145 | 608,751 | 0.23% | +188,606 |
| LOWES COS INC(LOW) | 6,093 | 6,093 | 0 | 1,351,854 | 1,531,232 | 0.59% | +179,378 |
| D R HORTON INC(DHI) | 4,212 | 4,247 | +35 | 543,011 | 719,739 | 0.28% | +176,728 |
| ISHARES TR | 2,184 | 2,276 | +92 | 1,356,046 | 1,523,327 | 0.58% | +167,281 |
| CORNING INC(GLW) | 5,775 | 5,675 | -100 | 303,707 | 465,520 | 0.18% | +161,813 |
| J P MORGAN EXCHANGE TRADED F | 35,942 | 37,092 | +1,150 | 2,027,589 | 2,188,272 | 0.84% | +160,683 |
| GOLDMAN SACHS GROUP INC(GS) | 1,560 | 1,584 | +24 | 1,104,090 | 1,261,418 | 0.48% | +157,328 |
| BERKSHIRE HATHAWAY INC DEL | 9,610 | 9,595 | -15 | 4,668,250 | 4,823,790 | 1.85% | +155,540 |
| CUMMINS INC(CMI) | 1,689 | 1,673 | -16 | 553,058 | 706,932 | 0.27% | +153,874 |
| INTEL CORP(INTC) | 14,080 | 13,805 | -275 | 315,392 | 463,158 | 0.18% | +147,766 |
| ISHARES TR | 8,044 | 8,327 | +283 | 1,571,958 | 1,719,609 | 0.66% | +147,651 |
| GE AEROSPACE(GE) | 3,104 | 3,133 | +29 | 798,939 | 942,469 | 0.36% | +143,530 |
| ISHARES TR | 14,247 | 14,311 | +64 | 1,895,418 | 2,025,145 | 0.77% | +129,727 |
| ISHARES INC | 17,653 | 18,028 | +375 | 1,059,710 | 1,188,406 | 0.45% | +128,696 |
| RTX CORPORATION(RTX) | 6,906 | 6,773 | -133 | 1,008,414 | 1,133,326 | 0.43% | +124,912 |
| ISHARES TR | 4,810 | 4,810 | 0 | 1,633,332 | 1,757,959 | 0.67% | +124,627 |
| ISHARES TR | 18,926 | 18,976 | +50 | 2,338,875 | 2,461,567 | 0.94% | +122,692 |
| SANDSTORM GOLD LTD | 39,081 | 39,081 | 0 | 367,361 | 489,294 | 0.19% | +121,933 |
| ISHARES TR | 11,824 | 11,785 | -39 | 1,301,822 | 1,422,685 | 0.54% | +120,863 |
| HOME DEPOT INC(HD) | 2,751 | 2,766 | +15 | 1,008,749 | 1,120,890 | 0.43% | +112,141 |
| ISHARES TR | 19,908 | 19,995 | +87 | 1,811,230 | 1,917,321 | 0.73% | +106,091 |
| ALLSTATE CORP(ALL) | 7,295 | 7,295 | 0 | 1,468,556 | 1,565,872 | 0.60% | +97,316 |
| SPDR S&P MIDCAP 400 ETF TR(MDY) | 2,933 | 2,939 | +6 | 1,661,486 | 1,751,732 | 0.67% | +90,246 |
| ISHARES TR | 32,525 | 30,925 | -1,600 | 1,569,019 | 1,651,447 | 0.63% | +82,428 |
| GENERAL DYNAMICS CORP(GD) | 1,655 | 1,655 | 0 | 482,697 | 564,355 | 0.22% | +81,658 |
| MICRON TECHNOLOGY INC(MU) | 1,713 | 1,713 | 0 | 211,127 | 286,619 | 0.11% | +75,492 |
| BWX TECHNOLOGIES INC(BWXT) | 1,625 | 1,665 | +40 | 234,098 | 306,976 | 0.12% | +72,878 |
| KLA CORP(KLAC) | 502 | 482 | -20 | 449,661 | 519,885 | 0.20% | +70,224 |
| GENERAL MTRS CO(GM) | 4,895 | 5,045 | +150 | 240,883 | 307,594 | 0.12% | +66,711 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 519 | 563 | +44 | 210,434 | 273,066 | 0.10% | +62,632 |
| MORGAN STANLEY(MS) | 3,496 | 3,481 | -15 | 492,447 | 553,340 | 0.21% | +60,893 |
| WILLIAMS SONOMA INC(WSM) | 1,810 | 1,810 | 0 | 295,700 | 353,765 | 0.14% | +58,065 |
| ROYAL GOLD INC(RGLD) | 2,254 | 2,278 | +24 | 400,785 | 457,047 | 0.17% | +56,262 |
| BANK NEW YORK MELLON CORP | 3,492 | 3,415 | -77 | 318,156 | 372,098 | 0.14% | +53,942 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 1,008 | 1,008 | 0 | 228,302 | 281,524 | 0.11% | +53,222 |
| ISHARES INC | 16,600 | 16,157 | -443 | 1,244,502 | 1,295,953 | 0.50% | +51,451 |
| BANK AMERICA CORP | 15,100 | 14,825 | -275 | 714,532 | 764,822 | 0.29% | +50,290 |
| SCHWAB STRATEGIC TR | 19,332 | 19,332 | 0 | 489,100 | 539,363 | 0.21% | +50,263 |
| OREILLY AUTOMOTIVE INC(ORLY) | 2,840 | 2,840 | 0 | 255,969 | 306,180 | 0.12% | +50,211 |
| APPLIED MATLS INC | 4,135 | 3,935 | -200 | 756,994 | 805,652 | 0.31% | +48,658 |
| TOLL BROTHERS INC(TOL) | 1,855 | 1,880 | +25 | 211,711 | 259,703 | 0.10% | +47,992 |
| CADENCE DESIGN SYSTEM INC(CDNS) | 1,050 | 1,050 | 0 | 323,558 | 368,823 | 0.14% | +45,265 |
| SPDR S&P 500 ETF TR(SPY) | 1,469 | 1,428 | -41 | 907,392 | 951,724 | 0.36% | +44,332 |
| VANGUARD INTL EQUITY INDEX F | 9,355 | 9,355 | 0 | 462,698 | 506,854 | 0.19% | +44,156 |
| UNITEDHEALTH GROUP INC(UNH) | 2,393 | 2,282 | -111 | 746,472 | 788,240 | 0.30% | +41,768 |
| WALMART INC(WMT) | 11,564 | 11,373 | -191 | 1,130,685 | 1,172,159 | 0.45% | +41,474 |
| ADVANCED MICRO DEVICES INC(AMD) | 1,671 | 1,721 | +50 | 237,115 | 278,441 | 0.11% | +41,326 |
| GENUINE PARTS CO(GPC) | 2,360 | 2,360 | 0 | 286,292 | 327,096 | 0.13% | +40,804 |
| NORFOLK SOUTHN CORP(NSC) | 862 | 862 | 0 | 220,646 | 258,953 | 0.10% | +38,307 |
| ARCHER DANIELS MIDLAND CO | 3,910 | 4,085 | +175 | 206,370 | 244,038 | 0.09% | +37,668 |
| TENET HEALTHCARE CORP(THC) | 1,305 | 1,305 | 0 | 229,680 | 264,967 | 0.10% | +35,287 |
| SCHWAB STRATEGIC TR | 18,457 | 18,456 | -1 | 439,826 | 474,525 | 0.18% | +34,699 |
| MERCK & CO INC(MRK) | 7,249 | 7,249 | 0 | 573,831 | 608,409 | 0.23% | +34,578 |
| KEYSIGHT TECHNOLOGIES INC(KEYS) | 2,172 | 2,222 | +50 | 355,904 | 388,672 | 0.15% | +32,768 |
| PROLOGIS INC.(PLD) | 3,716 | 3,691 | -25 | 390,626 | 422,693 | 0.16% | +32,067 |
| ISHARES INC | 7,020 | 7,020 | 0 | 324,324 | 354,861 | 0.14% | +30,537 |
| MASTERCARD INCORPORATED(MA) | 792 | 834 | +42 | 445,056 | 474,388 | 0.18% | +29,332 |
| ISHARES INC | 8,225 | 8,225 | 0 | 448,263 | 477,132 | 0.18% | +28,869 |
| CURTISS WRIGHT CORP(CW) | 470 | 470 | 0 | 229,619 | 255,182 | 0.10% | +25,563 |
| MCKESSON CORP(MCK) | 640 | 640 | 0 | 468,979 | 494,426 | 0.19% | +25,447 |
| MCDONALDS CORP(MCD) | 2,146 | 2,146 | 0 | 626,997 | 652,148 | 0.25% | +25,151 |
| PEPSICO INC(PEP) | 1,737 | 1,807 | +70 | 229,353 | 253,775 | 0.10% | +24,422 |
| FIFTH THIRD BANCORP(FITB) | 6,700 | 6,700 | 0 | 275,571 | 298,485 | 0.11% | +22,914 |