Fund HoldingsTIEMANN INVESTMENT ADVISORS, LLC

Total Portfolio Value
$223.66M
Total Bought
$12.68M
Total Sold
$13.91M
Net Transaction
-$1.22M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)7,1096,796-3133,5216,1412.75%+2,620
ISHARES TR129,014145,683+16,66912,80514,2686.38%+1,464
MICROSOFT CORP(MSFT)30,89230,545-34711,61712,8515.75%+1,234
ISHARES TR
CORE MSCI EAFE
134,603137,966+3,3639,46910,2404.58%+771
GOLDMAN SACHS ETF TR87,120101,088+13,9684,3575,0902.28%+733
ISHARES TR
CORE UNIVRSL USD
249,532268,122+18,59011,49612,2245.47%+728
BERKSHIRE HATHAWAY INC DEL010,795+10,79504,5402.03%+4,540
JPMORGAN CHASE & CO(JPM)19,48719,422-653,3153,8901.74%+575
ORACLE CORP(ORCL)030,442+30,44203,8241.71%+3,824
AMAZON COM INC(AMZN)17,76017,915+1552,6983,2321.44%+533
ELI LILLY & CO(LLY)1,9822,007+251,1551,5610.70%+406
SALESFORCE INC(CRM)10,18810,18802,6813,0681.37%+388
ABBVIE INC(ABBV)011,136+11,13602,0280.91%+2,028
CONSTELLATION ENERGY CORP(CEG)4,2494,399+1504978130.36%+316
ALLSTATE CORP(ALL)9,5759,545-301,3401,6510.74%+311
WILLIAMS SONOMA INC(WSM)0880+88002790.12%+279
ISHARES TR6,62434,715+28,0911,8362,1090.94%+273
LOWES COS INC(LOW)8,0438,04301,7902,0490.92%+259
APPLIED MATLS INC5,6205,62009111,1590.52%+248
CATERPILLAR INC(CAT)3,4273,437+101,0131,2590.56%+246
META PLATFORMS INC(META)0495+49502400.11%+240
COSTCO WHSL CORP NEW(COST)3,0993,119+202,0462,2851.02%+239
OREILLY AUTOMOTIVE INC(ORLY)0208+20802350.10%+235
TOLL BROTHERS INC(TOL)01,780+1,78002300.10%+230
ISHARES TR20,93320,696-2371,6581,8890.84%+230
AUTOZONE INC(AZO)073+7302300.10%+230
ISHARES TR21,91223,530+1,6182,3722,6011.16%+229
PACCAR INC(PCAR)01,835+1,83502270.10%+227
MERCK & CO INC(MRK)8,7548,954+2009541,1810.53%+227
EDWARDS LIFESCIENCES CORP02,325+2,32502220.10%+222
BANK NEW YORK MELLON CORP03,802+3,80202190.10%+219
TEXTRON INC(TXT)02,275+2,27502180.10%+218
STRYKER CORPORATION(SYK)0605+60502170.10%+217
ALPHABET INC(GOOG)23,08522,800-2853,2253,4411.54%+216
ISHARES TR13,08814,197+1,1099831,1990.54%+216
METLIFE INC(MET)02,899+2,89902150.10%+215
QUALCOMM INC(QCOM)01,265+1,26502140.10%+214
DECKERS OUTDOOR CORP(DECK)0227+22702140.10%+214
CINTAS CORP(CTAS)0308+30802120.09%+212
BROWN & BROWN INC(BRO)02,380+2,38002080.09%+208
AMERIPRISE FINL INC(AMP)0471+47102070.09%+207
WISDOMTREE TR(WT)02,824+2,82402040.09%+204
ISHARES TR7,2657,782+5171,2631,4540.65%+190
J P MORGAN EXCHANGE TRADED F
DIV RTN EM EQT
32,86835,418+2,5501,7191,8930.85%+174
DISNEY WALT CO(DIS)5,7905,640-1505236900.31%+167
GENERAL ELECTRIC CO(GE)3,0093,124+1153845480.25%+164
NETFLIX INC(NFLX)1,1861,209+235777340.33%+157
SPDR INDEX SHS FDS
ST STR ACWI ETF
129,550128,805-7453,5033,6581.64%+155
ALPHABET INC(GOOG)13,78013,648-1321,9422,0780.93%+136
INTUITIVE SURGICAL INC2,4972,447-508429770.44%+134
CLOUDFLARE INC(NET)24,14122,141-2,0002,0102,1440.96%+134
CUMMINS INC(CMI)01,952+1,95205750.26%+575
ISHARES TR1,7811,864+838519800.44%+129
HOME DEPOT INC(HD)3,2913,306+151,1411,2680.57%+128
DISCOVER FINL SVCS6,6526,65207488720.39%+124
ISHARES TR4,8104,81001,2611,3850.62%+124
ADVANCED MICRO DEVICES INC(AMD)2,2772,527+2503364560.20%+120
FISERV INC(FISV)03,655+3,65505840.26%+584
ISHARES INC
MSCI JAPAN ETF
17,25017,075-1751,1061,2180.54%+112
BROADCOM INC(AVGO)671648-237498590.38%+110
SPDR GOLD TR(GLD)8,9378,837-1001,7081,8180.81%+109
RTX CORPORATION(RTX)7,6997,69906487510.34%+103
AMERICAN EXPRESS CO(AXP)2,6762,651-255016040.27%+102
NOVO-NORDISK A S(NVO)4,0504,05004195200.23%+101
SPDR S&P MIDCAP 400 ETF TR(MDY)3,5163,387-1291,7841,8850.84%+101
ISHARES INC
CORE MSCI EMKT
12,90114,321+1,4206537390.33%+86
LENNAR CORP(LEN)2,0902,280+1903113920.18%+81
FEDEX CORP(FDX)02,191+2,19106350.28%+635
EMERSON ELEC CO(EMR)04,945+4,94505610.25%+561
VISA INC(V)5,3345,249-851,3891,4650.66%+76
MARRIOTT INTL INC NEW(MAR)2,5862,612+265836590.29%+76
SPDR S&P 500 ETF TR(SPY)1,4671,46706977670.34%+70
KLA CORP(KLAC)667652-153884550.20%+68
ISHARES TR13,98013,880-1001,7501,8150.81%+65
MCKESSON CORP(MCK)0625+62503360.15%+336
WALMART INC(WMT)012,218+12,21807350.33%+735
ISHARES TR20,55820,356-2022,3442,4081.08%+63
COLGATE PALMOLIVE CO(CL)6,0586,05804835460.24%+63
GENERAL MTRS CO(GM)06,550+6,55002970.13%+297
INTERNATIONAL BUSINESS MACHS(IBM)2,2402,24003664280.19%+61
PARKER-HANNIFIN CORP(PH)63563502933530.16%+60
TRAVELERS COMPANIES INC(TRV)01,460+1,46003360.15%+336
CONSTELLATION BRANDS INC(STZ)01,620+1,62004400.20%+440
PROCTER AND GAMBLE CO(PG)04,260+4,26006910.31%+691
BANK AMERICA CORP14,05013,850-2004735250.23%+52
TRACTOR SUPPLY CO(TSCO)01,085+1,08502840.13%+284
ABBOTT LABS9,5589,698+1401,0521,1020.49%+50
PHILLIPS 66(PSX)1,6301,63002172660.12%+49
GENERAL DYNAMICS CORP(GD)2,1252,12505526000.27%+48
MASTERCARD INCORPORATED(MA)81781703483930.18%+45
EASTMAN CHEM CO(EMN)4,2354,23503804240.19%+44
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
0130,168+130,16806,5672.94%+6,567
ISHARES INC8,2258,22503674070.18%+40
GENUINE PARTS CO(GPC)02,425+2,42503760.17%+376
LINDE PLC(LIN)1,1271,082-454635020.22%+40
DIGITAL RLTY TR INC(DLR)01,880+1,88002710.12%+271
SHERWIN WILLIAMS CO(SHW)1,1201,110-103493860.17%+36
CARDINAL HEALTH INC(CAH)03,155+3,15503530.16%+353
GOLDMAN SACHS GROUP INC(GS)1,7201,672-486646980.31%+35
OTIS WORLDWIDE CORP(OTIS)03,134+3,13403110.14%+311
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