Laffer Tengler Investments Portfolio Holdings

Laffer Tengler Investments

  • $494 Billion
  • Q3 2024

Laffer Tengler Investments has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $494 Billion distributed in 172 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $20.5B, Broadcom Inc. with a value of $18.1B, Microsoft Corp with a value of $17.3B, American Express CO with a value of $13.5B, and Us Bancorp \De\ with a value of $11.6B.

Examining the 13F form we can see an increase of $29.8B in the current position value, from $464B to 494B.

Laffer Tengler Investments is based out at Nashville, TN

Below you can find more details about Laffer Tengler Investments portfolio as well as his latest detailed transactions.

Portfolio value $494 Billion
Technology: $128 Billion
Financial Services: $54.8 Billion
Industrials: $46.6 Billion
Consumer Cyclical: $42.8 Billion
Healthcare: $33.7 Billion
Consumer Defensive: $24.5 Billion
Energy: $18.5 Billion
Communication Services: $13.8 Billion
Other: $33.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.09T
$20.5 Billion 4.16% of portfolio
88,176
Q3 2024 Added 1.13%
$89.4B
$18.1 Billion 3.66% of portfolio
104,830
Q3 2024 Added 830.42%
$3.25T
$17.3 Billion 3.51% of portfolio
40,257
Q3 2024 Added 0.16%
$223B
$13.5 Billion 2.73% of portfolio
49,702
Q3 2024 Added 1.02%
$71.2B
$11.6 Billion 2.35% of portfolio
253,967
Q2 2024 Added 15,171.62%
$250B
$11.6 Billion 2.34% of portfolio
143,109
Q3 2024 Added 13.49%
$193B
$11.5 Billion 2.33% of portfolio
23,223
Q3 2024 Added 6.13%
$697B
$11.3 Billion 2.28% of portfolio
53,477
Q3 2024 Reduced 0.05%
$457B
$11.3 Billion 2.28% of portfolio
66,207
Q3 2024 Reduced 1.61%
$310B
$11.2 Billion 2.26% of portfolio
56,528
Q3 2024 Added 2.6%
$402B
$11.1 Billion 2.26% of portfolio
27,512
Q3 2024 Added 5.37%
$280B
$10.1 Billion 2.05% of portfolio
68,653
Q3 2024 Added 2.42%
$378B
$9.83 Billion 1.99% of portfolio
60,652
Q3 2024 Added 1.85%
$57.3B
$8.89 Billion 1.8% of portfolio
110,412
Q3 2024 Added 4.33%
$2.29T
$8.67 Billion 1.76% of portfolio
46,512
Q3 2024 Added 7.24%
$171B
$8.44 Billion 1.71% of portfolio
69,629
Q3 2024 Reduced 3.58%
$215B
$7.82 Billion 1.58% of portfolio
25,680
Q3 2024 Reduced 1.67%
$9.79B
$7.73 Billion 1.57% of portfolio
9,474
Q3 2024 Added 1.75%
$73.4B
$7.29 Billion 1.48% of portfolio
66,678
Q3 2024 Added 7.44%
$220B
$6.93 Billion 1.4% of portfolio
7,753
Q3 2024 Added 3.46%
$177B
$6.65 Billion 1.35% of portfolio
32,188
Q3 2024 Added 2.5%
$17.2B
$6.64 Billion 1.34% of portfolio
52,657
Q3 2024 Added 2.03%
$55.9B
$6.51 Billion 1.32% of portfolio
19,052
Q3 2024 Added 7.85%
$30B
$6.26 Billion 1.27% of portfolio
52,806
Q3 2024 Added 146.96%
$40.9B
$5.77 Billion 1.17% of portfolio
24,241
Q3 2024 Added 2.3%
$55.2B
$5.66 Billion 1.15% of portfolio
23,574
Q3 2024 Added 1.66%
$101B
$5.63 Billion 1.14% of portfolio
57,754
Q3 2024 Reduced 0.44%
Brookfield Asset Managmt LTD
-
$5.63 Billion 1.14% of portfolio
-
Q3 2024 Added 1.38%
$69.8B
$5.09 Billion 1.03% of portfolio
41,425
Q3 2024 Added 2.39%
Nrg Energy Inc
-
$5.01 Billion 1.02% of portfolio
-
Q3 2024 Reduced 0.58%
$422B
$4.8 Billion 0.97% of portfolio
5,411
Q3 2024 Reduced 1.8%
$120B
$4.54 Billion 0.92% of portfolio
60,416
Q3 2024 Added 118.76%
$211B
$4.53 Billion 0.92% of portfolio
26,614
Q3 2024 Reduced 8.84%
$1.72B
$4.52 Billion 0.92% of portfolio
78,427
Q3 2024 Added 2.69%
$108B
$4.51 Billion 0.91% of portfolio
50,101
Q3 2024 Added 0.45%
$208B
$4.42 Billion 0.9% of portfolio
8,543
Q3 2024 Added 3.28%
$95.4B
$4.24 Billion 0.86% of portfolio
33,601
Q3 2024 Reduced 1.73%
Wells Fargo CO New
-
$4.2 Billion 0.85% of portfolio
-
Q3 2024 Added 0.83%
Apollo Global Mgmt Inc
-
$4.17 Billion 0.85% of portfolio
-
Q3 2024 Added 0.58%
Bank America Corp
-
$4.16 Billion 0.84% of portfolio
-
Q3 2024 Added 0.71%
$128B
$4.07 Billion 0.82% of portfolio
6,963
Q3 2024 Added 0.8%
$141B
$3.73 Billion 0.76% of portfolio
44,119
Q3 2024 Added 902.48%
$47B
$3.51 Billion 0.71% of portfolio
11,786
Q3 2024 Added 48.96%
$336B
$3.37 Billion 0.68% of portfolio
27,787
Q3 2024 Added 33.0%
$1.33T
$3.28 Billion 0.66% of portfolio
12,524
Q3 2024 Reduced 8.24%
Hewlett Packard Enterprise C
-
$3 Billion 0.61% of portfolio
-
Q3 2024 New
$89B
$2.99 Billion 0.6% of portfolio
8,100
Q3 2024 Reduced 13.66%
Booking Holdings Inc
-
$2.97 Billion 0.6% of portfolio
-
Q3 2024 Added 0.38%
Parsons Corp Del
-
$2.91 Billion 0.59% of portfolio
-
Q3 2024 Added 0.48%

Summary

  • Portfolio
  • No. of Stocks 172
  • Current Value $494 Billion
  • Prior Value $464 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 90 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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