Laffer Tengler Investments Reduced Holdings in Q2 2025

Laffer Tengler Investments

  • $561 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MCD
Mcdonalds Corp

Consumer Cyclical
-7.5K
- 26.97%
$285.55 - $321.23 $2.14M - $2.41M
20.3K $5.93B
STLD
Steel Dynamics Inc

Basic Materials
-20K
- 33.16%
N/A
40.2K $5.15B
ABBV
Abb Vie Inc.

Healthcare
-3.84K
- 5.81%
$170.16 - $206.27 $653K - $792K
62.2K $11.5B
JNJ
Johnson & Johnson

Healthcare
-7.63K
- 13.14%
$146.36 - $159.82 $1.12M - $1.22M
50.4K $7.7B
CVX
Chevron Corp

Energy
-866
- 1.34%
$133.73 - $168.51 $116K - $146K
63.6K $9.11B
EMR
Emerson Electric CO

Industrials
-26.5K
- 33.61%
$94.15 - $133.33 $2.49M - $3.53M
52.3K $6.97B
EOG
Eog Resources Inc

Energy
-8.11K
- 14.39%
$104.61 - $129.97 $848K - $1.05M
48.2K $5.77B
SBUX
Starbucks Corp

Consumer Cyclical
-7.37K
- 10.91%
$79.69 - $99.41 $587K - $733K
60.2K $5.52B
PLD
Prologis, Inc.

Real Estate
-6.81K
- 15.57%
$89.76 - $112.34 $612K - $765K
37K $3.88B
MDT
Medtronic PLC

Healthcare
-7.67K
- 14.01%
$80.68 - $88.86 $619K - $681K
47.1K $4.1B
VRIG
Invesco Actively Managed ETF F

ETFs
-22.1K
- 20.33%
$24.89 - $25.14 $551K - $557K
86.7K $2.17B
FANG
Diamondback Energy, Inc.

Energy
-1.09K
- 6.86%
$119.25 - $161.49 $130K - $176K
14.8K $2.03B
WMB
Williams Companies, Inc.

Energy
-10.8K
- 14.57%
$54.33 - $62.87 $586K - $678K
63.2K $3.97B
HD
Home Depot, Inc.

Consumer Cyclical
-1.22K
- 3.87%
$335.24 - $380.78 $409K - $464K
30.3K $11.1B
WMT
Walmart Inc.

Consumer Defensive
-20.8K
- 12.68%
$81.79 - $99.98 $1.7M - $2.08M
143K $14B
Ventas Rlty LTD Partnership
-69
- 3.07%
N/A
2.18K $2.62B
RTX
Raytheon Technologies Corp

Industrials
-9.41K
- 11.92%
$113.75 - $148.48 $1.07M - $1.4M
69.6K $10.2B
Lantheus Hldgs Inc
-42
- 2.68%
N/A
1.52K $1.94B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-227
- 5.47%
$421.16 - $509.5 $95.6K - $116K
3.93K $1.75B
Wells Fargo CO New
-90
- 2.65%
N/A
3.3K $3.83B
Bank America Corp
-87
- 2.58%
N/A
3.28K $3.92B
Duke Energy Corp New
-72
- 2.68%
N/A
2.61K $2.81B
New Mtn Fin Corp
-80
- 3.03%
N/A
2.56K $2.66B
Halozyme Therapeutics Inc
-57
- 2.79%
N/A
1.98K $1.98B
Brookfield Asset Managmt LTD
-21.9K
- 14.46%
N/A
129K $7.15B
Albemarle Corp
-950
- 2.59%
N/A
35.7K $1.15B
INDA
Ishares Msci India Index Fund

ETFs
-3.36K
- 43.02%
$49.13 - $55.86 $165K - $188K
4.45K $248M
American Wtr Cap Corp
-57
- 2.24%
N/A
2.49K $2.51B
Jazz Investments I LTD
-67
- 2.84%
N/A
2.29K $2.32B
Ppl Cap Fdg Inc
-66
- 2.51%
N/A
2.56K $2.81B
Firstenergy Corp
-63
- 2.76%
N/A
2.22K $2.26B
Alliant Energy Corp
-50
- 2.05%
N/A
2.39K $2.52B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-164
- 26.41%
$483.48 - $539.8 $79.3K - $88.5K
457 $222M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-1.58K
- 5.65%
$49.79 - $50.75 $78.6K - $80.1K
26.4K $1.34B
Akamai Technologies Inc
-56
- 2.76%
N/A
1.97K $1.92B
SCCO
Southern Copper Corp

Basic Materials
-662
- 16.7%
$75.63 - $104.64 $50.1K - $69.3K
3.3K $334M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-1.24K
- 3.22%
$40.82 - $43.14 $50.7K - $53.5K
37.3K $1.61B
Two Harbors Inventment Corpo
-82
- 2.98%
N/A
2.67K $2.79B
Apollo Global Mgmt Inc
-1.4K
- 2.65%
N/A
51.5K $3.87B
Blackrock ETF Trust Ii
-22
- 0.11%
N/A
20.7K $1.07B
Blackstone Mortgage Trust In
-82
- 2.74%
N/A
2.91K $2.94B
Blackrock ETF Trust Ii
-31
- 0.15%
N/A
20.4K $1.08B
Arbor Realty Trust Inc
-85
- 3.13%
N/A
2.63K $2.79B
HYBB
Ishares Tr Bb Rated Corporate

ETFs
-21
- 0.1%
$44.47 - $47.0 $934 - $987
20K $940M
CARR
Carrier Global Corp

Industrials
-16.8K
- 13.12%
$55.55 - $75.83 $932K - $1.27M
111K $8.14B
Starwood Ppty Tr Inc
-56
- 2.76%
N/A
1.97K $2.23B
XYL
Xylem Inc.

Industrials
-1.11K
- 5.25%
$102.86 - $129.5 $114K - $144K
20K $2.59B
SYK
Stryker Corp

Healthcare
-156
- 2.84%
$337.37 - $395.63 $52.6K - $61.7K
5.33K $2.11B
Tetra Tech Inc New
-32
- 2.57%
N/A
1.22K $1.39B
Activity Summary
Buys All Purchases 86 New Holdings 43 Increased Positions 43 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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