Fund HoldingsTIEMANN INVESTMENT ADVISORS, LLC

Total Portfolio Value
$231.85M
Total Bought
$6.55M
Total Sold
$15.28M
Net Transaction
-$8.74M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
APPLE INC(AAPL)65,23264,254-97813,73914,9716.46%+1,232
ISHARES TR151,071153,258+2,18714,66515,5206.69%+856
ORACLE CORP(ORCL)29,03528,865-1704,1004,9192.12%+819
BERKSHIRE HATHAWAY INC DEL010,438+10,43804,8042.07%+4,804
LOWES COS INC(LOW)07,928+7,92802,1470.93%+2,147
SPROTT PHYSICAL GOLD amp; SILV(CEF)013,310+13,31003260.14%+326
GOLDMAN SACHS ETF TR103,232108,586+5,3545,1995,4992.37%+299
ISHARES TR023,883+23,88302,5711.11%+2,571
SPDR INDEX SHS FDS
ST STR ACWI ETF
0128,725+128,72503,9181.69%+3,918
ALLSTATE CORP(ALL)08,945+8,94501,6960.73%+1,696
ABBVIE INC(ABBV)010,961+10,96102,1650.93%+2,165
ISHARES TR
CORE MSCI EAFE
0130,441+130,441010,1814.39%+10,181
BROADCOM INC(AVGO)6267,230+6,6041,0051,2470.54%+242
D R HORTON INC(DHI)04,967+4,96709480.41%+948
NVR INC(NVR)024+2402350.10%+235
TENET HEALTHCARE CORP(THC)01,345+1,34502240.10%+224
CHUBB LIMITED
COM
0751+75102170.09%+217
KELLANOVA02,669+2,66902150.09%+215
BRISTOL-MYERS SQUIBB CO(BMY)04,071+4,07102110.09%+211
ISHARES TR023,435+23,43502,7411.18%+2,741
OMNICOM GROUP INC(OMC)02,010+2,01002080.09%+208
ISHARES INC03,975+3,97502070.09%+207
SPDR SER TR
ST STR SP600SM C
02,356+2,35602050.09%+205
ECOLAB INC(ECL)0800+80002040.09%+204
ISHARES INC04,650+4,65002020.09%+202
AGILENT TECHNOLOGIES INC(A)01,348+1,34802000.09%+200
CONSTELLATION ENERGY CORP(CEG)4,3144,084-2308641,0620.46%+198
ISHARES TR1,8262,062+2369991,1890.51%+190
UNITEDHEALTH GROUP INC(UNH)2,9842,924-601,5201,7090.74%+189
TESLA INC(TSLA)03,762+3,76209840.42%+984
ISHARES TR034,067+34,06702,1230.92%+2,123
ISHARES TR014,074+14,07401,9630.85%+1,963
JOHNSON & JOHNSON(JNJ)011,628+11,62801,8840.81%+1,884
CATERPILLAR INC(CAT)03,312+3,31201,2950.56%+1,295
ISHARES TR07,941+7,94101,5660.68%+1,566
ISHARES TR019,846+19,84602,4531.06%+2,453
RTX CORPORATION(RTX)7,8997,699-2007939330.40%+140
HOME DEPOT INC(HD)02,881+2,88101,1680.50%+1,168
WALMART INC(WMT)12,25311,954-2998309650.42%+136
SALESFORCE INC(CRM)09,690+9,69002,6521.14%+2,652
ISHARES TR039,981+39,98101,8340.79%+1,834
CISCO SYS INC(CSCO)017,877+17,87709510.41%+951
GE AEROSPACE(GE)03,174+3,17405990.26%+599
ESSEX PPTY TR INC(ESS)4,0694,070+11,1081,2020.52%+95
SPDR S&P MIDCAP 400 ETF TR(MDY)03,332+3,33201,8980.82%+1,898
EQUITY LIFESTYLE PPTYS INC(ELS)011,588+11,58808270.36%+827
CARRIER GLOBAL CORPORATION(CARR)6,2966,096-2003974910.21%+94
FAIR ISAAC CORP(FICO)300275-254475340.23%+88
ABBOTT LABS09,973+9,97301,1370.49%+1,137
MCDONALDS CORP(MCD)02,054+2,05406250.27%+625
REALTY INCOME CORP(O)9,5829,260-3225065870.25%+81
ISHARES TR4,8104,81001,4311,5120.65%+81
ISHARES INC
MSCI JAPAN ETF
017,325+17,32501,2390.53%+1,239
AMERICAN TOWER CORP NEW(AMT)02,040+2,04004740.20%+474
TOLL BROTHERS INC(TOL)01,855+1,85502870.12%+287
EDISON INTL(EIX)4,0144,089+752883560.15%+68
AIR PRODS & CHEMS INC1,5041,530+263884560.20%+67
INTERNATIONAL BUSINESS MACHS(IBM)01,740+1,74003850.17%+385
EASTMAN CHEM CO(EMN)4,2354,270+354154780.21%+63
DISCOVER FINL SVCS6,6526,65208709330.40%+63
SHERWIN WILLIAMS CO(SHW)0967+96703690.16%+369
ISHARES TR
MSCI UK ETF NEW
19,13519,335+2006677230.31%+56
CORNING INC(GLW)5,2755,725+4502052580.11%+54
LENNAR CORP(LEN)02,105+2,10503950.17%+395
CUMMINS INC(CMI)01,746+1,74605650.24%+565
PARKER-HANNIFIN CORP(PH)0590+59003730.16%+373
AMERICAN EXPRESS CO(AXP)2,6512,451-2006146650.29%+51
DUKE ENERGY CORP NEW(DUK)4,5234,373-1504535040.22%+51
ISHARES TR
CORE UNIVRSL USD
272,452262,483-9,96912,32012,3685.33%+48
FISERV INC(FISV)03,280+3,28005890.25%+589
TRAVELERS COMPANIES INC(TRV)01,460+1,46003420.15%+342
COCA COLA CO(KO)6,3676,262-1054054500.19%+45
PROLOGIS INC.(PLD)03,868+3,86804880.21%+488
NEXTERA ENERGY INC(NEE)4,2224,062-1602993430.15%+44
ISHARES TR027,411+27,41101,4730.64%+1,473
FIFTH THIRD BANCORP(FITB)6,8756,87502512950.13%+44
MASTERCARD INCORPORATED(MA)0827+82704080.18%+408
SPDR S&P 500 ETF TR(SPY)1,4541,45407928340.36%+43
VANGUARD INTL EQUITY INDEX F9,8659,905+404324740.20%+42
GOLDMAN SACHS GROUP INC(GS)1,6721,612-607567980.34%+42
NETFLIX INC(NFLX)1,1991,19908098500.37%+41
COLGATE PALMOLIVE CO(CL)6,0586,05805886290.27%+41
SCHWAB STRATEGIC TR09,776+9,77605030.22%+503
CARDINAL HEALTH INC(CAH)03,155+3,15503490.15%+349
AT&T INC(T)16,50416,054-4503153530.15%+38
AMERICAN ELEC PWR CO INC2,5402,54002232610.11%+38
BLACKROCK INC(BLK)0378+37803590.15%+359
STARBUCKS CORP(SBUX)03,365+3,36503280.14%+328
ISHARES TR011,383+11,38309520.41%+952
METLIFE INC(MET)02,899+2,89902390.10%+239
INTUITIVE SURGICAL INC2,3472,197-1501,0441,0790.47%+35
BROWN & BROWN INC(BRO)2,3802,38002132470.11%+34
EXELON CORP(EXC)06,725+6,72502730.12%+273
THERMO FISHER SCIENTIFIC INC(TMO)0587+58703630.16%+363
META PLATFORMS INC(META)47547502402720.12%+32
ROYAL GOLD INC(RGLD)2,0652,069+42592900.13%+32
CINTAS CORP(CTAS)01,116+1,11602300.10%+230
ISHARES INC7,0207,02002602910.13%+31
KEYSIGHT TECHNOLOGIES INC(KEYS)02,322+2,32203690.16%+369
J P MORGAN EXCHANGE TRADED F
DIV RTN EM EQT
35,39334,338-1,0551,9141,9450.84%+30
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