Laffer Tengler Investments Purchases and Sells in Q4 2024

Laffer Tengler Investments

$509 Billion
Q4 2024

Top Buys

Incresed Positions

79 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVGO	3.83K + 3.65%	$159.67 - $250.0 $612K - $958K	109K $25.2B
GS	3.96K + 17.06%	$486.1 - $608.57 $1.93M - $2.41M	27.2K $15.6B
MSFT	9.81K + 24.36%	$406.35 - $454.46 $3.98M - $4.46M	50.1K $21.1B
WMT	24.7K + 17.24%	$79.1 - $95.7 $1.95M - $2.36M	168K $15.2B
JPM	7.23K + 13.51%	$205.18 - $250.29 $1.48M - $1.81M	60.7K $14.6B
AXP	6.71K + 13.5%	$267.35 - $305.57 $1.79M - $2.05M	56.4K $16.7B

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LAM RESEARCH CORP	106K New	N/A	106K $7.67B
BOEING CO	52.8K New	N/A	52.8K $3.21B
ARES MANAGEMENT CORPORATION	56.6K New	N/A	56.6K $3.14B
CAPITAL SOUTHWEST CORP	2.54K New	N/A	2.54K $2.51B
UBER TECHNOLOGIES INC	1.82K New	N/A	1.82K $2.01B
VOO	3.63K New	$521.84 - $558.82 $1.89M - $2.03M	3.63K $1.95B

Top Sells

Reduced Positions

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
USB	-220K - 86.45%	$43.98 - $53.66 $9.66M - $11.8M	34.4K $1.65B
AAPL	-36.6K - 41.47%	$221.69 - $259.02 $8.11M - $9.47M	51.6K $12.9B
PEP	-24.4K - 91.72%	$151.29 - $176.1 $3.69M - $4.3M	2.2K $335M
LMT	-5.77K - 82.79%	$479.66 - $614.62 $2.77M - $3.54M	1.2K $582M
ADBE	-4.57K - 53.52%	$437.39 - $552.96 $2M - $2.53M	3.97K $1.77B
JNJ	-6.34K - 10.45%	$143.34 - $165.86 $909K - $1.05M	54.3K $7.85B

Activity Summary All Purchases 90 New Holdings 11 Increased Positions 79 All Sells 40 Reductions 40 Sold out 0 Calls 0 Puts 0

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