Fund HoldingsTIEMANN INVESTMENT ADVISORS, LLC

Total Portfolio Value
$224.71M
Total Bought
$5.00M
Total Sold
$12.74M
Net Transaction
-$7.75M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
APPLE INC(AAPL)065,232+65,232013,7396.11%+13,739
NVIDIA CORPORATION(NVDA)6,79664,890+58,0946,1418,0173.57%+1,876
ALPHABET INC(GOOG)22,80022,320-4803,4414,0661.81%+624
MICROSOFT CORP(MSFT)30,54529,682-86312,85113,2665.90%+415
ALPHABET INC(GOOG)13,64813,565-832,0782,4881.11%+410
ISHARES TR145,683151,071+5,38814,26814,6656.53%+396
COSTCO WHSL CORP NEW(COST)3,1193,11902,2852,6511.18%+366
ORACLE CORP(ORCL)30,44229,035-1,4073,8244,1001.82%+276
ELI LILLY & CO(LLY)2,0071,980-271,5611,7930.80%+231
AMAZON COM INC(AMZN)17,91517,875-403,2323,4541.54%+223
FIRST SOLAR INC(FSLR)0915+91502060.09%+206
CORNING INC(GLW)05,275+5,27502050.09%+205
MICRON TECHNOLOGY INC(MU)01,513+1,51301990.09%+199
LABCORP HOLDINGS INC(LH)0963+96301960.09%+196
BROADCOM INC(AVGO)648626-228591,0050.45%+146
APPLIED MATLS INC5,6205,510-1101,1591,3000.58%+141
ISHARES TR14,19714,424+2271,1991,3350.59%+136
ISHARES INC
CORE MSCI EMKT
14,32116,246+1,9257398700.39%+131
ESSEX PPTY TR INC(ESS)04,069+4,06901,1080.49%+1,108
GOLDMAN SACHS ETF TR101,088103,232+2,1445,0905,1992.31%+109
ISHARES TR
CORE UNIVRSL USD
268,122272,452+4,33012,22412,3205.48%+97
WALMART INC(WMT)12,21812,253+357358300.37%+94
SPDR GOLD TR(GLD)8,8378,827-101,8181,8980.84%+80
NETFLIX INC(NFLX)1,2091,199-107348090.36%+75
FAIR ISAAC CORP(FICO)0300+30004470.20%+447
INTUITIVE SURGICAL INC2,4472,347-1009771,0440.46%+67
QUALCOMM INC(QCOM)1,2651,390+1252142770.12%+63
NOVO-NORDISK A S(NVO)4,0504,05005205780.26%+58
GOLDMAN SACHS GROUP INC(GS)1,6721,67206987560.34%+58
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
130,168131,257+1,0896,5676,6252.95%+58
TEXAS INSTRS INC(TXN)01,925+1,92503740.17%+374
ISHARES TR
MSCI UK ETF NEW
019,135+19,13506670.30%+667
CONSTELLATION ENERGY CORP(CEG)4,3994,314-858138640.38%+51
BANK AMERICA CORP13,85014,475+6255255760.26%+50
ISHARES TR4,8104,81001,3851,4310.64%+46
HP INC(HPQ)09,116+9,11603190.14%+319
COLGATE PALMOLIVE CO(CL)6,0586,05805465880.26%+42
RTX CORPORATION(RTX)7,6997,899+2007517930.35%+42
KIMBERLY-CLARK CORP(KMB)02,865+2,86503960.18%+396
NEXTERA ENERGY INC(NEE)04,222+4,22202990.13%+299
AIR PRODS & CHEMS INC01,504+1,50403880.17%+388
CARRIER GLOBAL CORPORATION(CARR)06,296+6,29603970.18%+397
MCKESSON CORP(MCK)62562503363650.16%+29
ZOETIS INC(ZTS)01,750+1,75003030.14%+303
KLA CORP(KLAC)652587-654554840.22%+29
SPDR S&P 500 ETF TR(SPY)1,4671,454-137677920.35%+24
BANK NEW YORK MELLON CORP3,8024,052+2502192430.11%+24
SYNOPSYS INC(SNPS)0985+98505860.26%+586
SPROTT PHYSICAL GOLD TR(PHYS)013,310+13,31002930.13%+293
AT&T INC(T)016,504+16,50403150.14%+315
REGENERON PHARMACEUTICALS(REGN)0250+25002630.12%+263
MICROCHIP TECHNOLOGY INC.(MCHP)018,362+18,36201,6800.75%+1,680
J P MORGAN EXCHANGE TRADED F
DIV RTN EM EQT
35,41835,393-251,8931,9140.85%+21
ISHARES TR1,8641,826-389809990.44%+19
FEDEX CORP(FDX)2,1912,181-106356540.29%+19
VANGUARD INTL EQUITY INDEX F09,865+9,86504320.19%+432
COCA COLA CO(KO)06,367+6,36704050.18%+405
PROCTER AND GAMBLE CO(PG)4,2604,285+256917070.31%+15
HONEYWELL INTL INC(HON)02,267+2,26704840.22%+484
DUKE ENERGY CORP NEW(DUK)04,523+4,52304530.20%+453
UNITEDHEALTH GROUP INC(UNH)02,984+2,98401,5200.68%+1,520
GENERAL DYNAMICS CORP(GD)2,1252,115-106006140.27%+13
ROYAL GOLD INC(RGLD)02,065+2,06502590.12%+259
METTLER TOLEDO INTERNATIONAL(MTD)0183+18302560.11%+256
SCHWAB STRATEGIC TR06,225+6,22503910.17%+391
DIGITAL RLTY TR INC(DLR)1,8801,855-252712820.13%+11
AMERICAN EXPRESS CO(AXP)2,6512,65106046140.27%+10
SCHWAB STRATEGIC TR04,270+4,27002740.12%+274
TRACTOR SUPPLY CO(TSCO)1,0851,08502842930.13%+9
VANGUARD INDEX FDS0461+46102310.10%+231
ADOBE INC(ADBE)0765+76504250.19%+425
SANDSTORM GOLD LTD041,581+41,58102260.10%+226
ISHARES INC8,2258,22504074130.18%+6
MORGAN STANLEY(MS)04,351+4,35104230.19%+423
BROWN & BROWN INC(BRO)2,3802,38002082130.09%+4
EDISON INTL(EIX)04,014+4,01402880.13%+288
AMERICAN ELEC PWR CO INC02,540+2,54002230.10%+223
FLAHERTY & CRUMRINE PFD SECS015,217+15,21702250.10%+225
AMGEN INC(AMGN)01,109+1,10903470.15%+347
REALTY INCOME CORP(O)09,582+9,58205060.23%+506
OTIS WORLDWIDE CORP(OTIS)3,1343,259+1253113140.14%+3
WISDOMTREE TR(WT)2,8242,82402042050.09%+2
SCHWAB STRATEGIC TR05,225+5,22502510.11%+251
META PLATFORMS INC(META)495475-202402400.11%-1
GENERAL MTRS CO(GM)6,5506,375-1752972960.13%-1
DISCOVER FINL SVCS6,6526,65208728700.39%-2
ISHARES INC08,483+8,48302070.09%+207
SPDR SER TR
ST BLOO HIGH ETF
02,500+2,50002360.10%+236
ILLINOIS TOOL WKS INC(ITW)0932+93202210.10%+221
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
03,725+3,72502110.09%+211
SCHWAB STRATEGIC TR07,873+7,87303020.13%+302
FIFTH THIRD BANCORP(FITB)06,875+6,87502510.11%+251
AMERIPRISE FINL INC(AMP)47147102072010.09%-5
EDWARDS LIFESCIENCES CORP2,3252,32502222150.10%-7
SELECT SECTOR SPDR TR
ST STR INDL ETF
01,900+1,90002320.10%+232
ISHARES INC07,020+7,02002600.12%+260
DECKERS OUTDOOR CORP(DECK)227212-152142050.09%-8
RBB FD INC
MOTLEY FOOL SML
011,425+11,42503550.16%+355
JPMORGAN CHASE & CO.(JPM)19,42219,187-2353,8903,8811.73%-9
EASTMAN CHEM CO(EMN)4,2354,23504244150.18%-10
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