Laffer Tengler Investments Closed Holding Positions

Laffer Tengler Investments

  • $509 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
BHP
Bhp Group LTD

Basic Materials
Q3 2021 Filed on Nov 16, 2021
15,004
$46.89 - $71.58 $704K - $1.07M
Recruit Holdings CO LTD Stock
Q3 2021 Filed on Nov 16, 2021
115
N/A
VDE
Vanguard Energy ETF

ETFs
Q3 2021 Filed on Nov 16, 2021
3,151
$63.79 - $77.26 $201K - $243K
TSRYY
Treasury Wine Estates Ltd. Spo

Consumer Defensive
Q3 2021 Filed on Nov 16, 2021
16,434
$8.45 - $9.39 $139K - $154K
EXEL
Exelixis, Inc.

Healthcare
Q3 2021 Filed on Nov 16, 2021
10,983
$16.3 - $21.14 $179K - $232K
Facedrive Inc
Q3 2021 Filed on Nov 16, 2021
100
N/A
WY
Weyerhaeuser CO

Real Estate
Q3 2021 Filed on Nov 16, 2021
6,817
$32.95 - $37.26 $225K - $254K
KIM
Kimco Realty Corp

Real Estate
Q3 2021 Filed on Nov 16, 2021
14,179
$19.57 - $22.3 $277K - $316K
Nextera Energy Cap Holdings Inc
Q3 2021 Filed on Nov 16, 2021
45
N/A
Balanced Pool
Q3 2021 Filed on Nov 16, 2021
358
N/A
University Tx Univ Revs
Q3 2021 Filed on Nov 16, 2021
200
N/A
RING
Ishares Inc Msci Global Gold M

ETFs
Q3 2021 Filed on Nov 16, 2021
8,097
$24.0 - $28.9 $194K - $234K
PICK
Ishares Inc Msci Global Select

ETFs
Q3 2021 Filed on Nov 16, 2021
5,446
$40.42 - $48.47 $220K - $264K
Spdr S&P 500 ETF Tr Put Option 07/21 210.0 Put
Q3 2021 Filed on Nov 16, 2021
2,299
N/A
Goldman Sachs Group Inc
Q3 2021 Filed on Nov 16, 2021
30
N/A
TIP
Ishares Tr Tips Bd ETF

ETFs
Q3 2021 Filed on Nov 16, 2021
51
$127.3 - $130.61 $6.49K - $6.66K
Berkshire Hathaway Inc
Q3 2021 Filed on Nov 16, 2021
40
N/A
International Flavors & Fragrances Unit 09/15/21
Q3 2021 Filed on Nov 16, 2021
42,756
N/A
Citigroup Inc
Q3 2021 Filed on Nov 16, 2021
150
N/A
Exxon Mobile Corp
Q3 2021 Filed on Nov 16, 2021
40
N/A
Spdr S&P 500 ETF Tr Put Option 06/21 220.0 Put
Q3 2021 Filed on Nov 16, 2021
2,487
N/A
FSR
Fisker Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 16, 2021
200
$12.61 - $18.42 $2.52K - $3.68K
Centerpoint Energy Income Dep Rp Conv Pfd B
Q3 2021 Filed on Nov 16, 2021
61,312
N/A
ALLY
Ally Financial Inc.

Financial Services
Q2 2021 Filed on Aug 16, 2021
770
$46.73 - $56.15 $36K - $43.2K
American Funds Eupc F3
Q2 2021 Filed on Aug 16, 2021
3,334
N/A
AIR
Aar Corp

Industrials
Q2 2021 Filed on Aug 16, 2021
1,000
$37.24 - $42.56 $37.2K - $42.6K
WCCPRA
Wescoi Nt Inc Shs Repstg 1/100
Q2 2021 Filed on Aug 16, 2021
5,416
N/A
PHYS
Sprott Physical Gold Trust

Financial Services
Q2 2021 Filed on Aug 16, 2021
2,440
$13.54 - $15.21 $33K - $37.1K
Western Asset Core Plus Bond C
Q2 2021 Filed on Aug 16, 2021
4,324
N/A
Van Eck International Investors Gold Fund
Q2 2021 Filed on Aug 16, 2021
2,574
N/A
Gateway Fund
Q2 2021 Filed on Aug 16, 2021
78
N/A
Calamos Growth Fund
Q2 2021 Filed on Aug 16, 2021
165
N/A
American Funds Neco A
Q2 2021 Filed on Aug 16, 2021
80
N/A
SFIX
Stitch Fix, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
530
$39.25 - $66.1 $20.8K - $35K
Putnam Multi Cp Core A
Q2 2021 Filed on Aug 16, 2021
181
N/A
Putnam Multi Cap Growth Fund A
Q2 2021 Filed on Aug 16, 2021
45
N/A
Putnam Income Fund
Q2 2021 Filed on Aug 16, 2021
465
N/A
Putnam Global Equity Cl A
Q2 2021 Filed on Aug 16, 2021
723
N/A
NFLX
Netflix Inc

Communication Services
Q2 2021 Filed on Aug 16, 2021
100
$484.98 - $555.31 $48.5K - $55.5K
MVBF
Mvb Financial Corp

Financial Services
Q2 2021 Filed on Aug 16, 2021
1,100
$33.42 - $44.98 $36.8K - $49.5K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q2 2021 Filed on Aug 16, 2021
1,584
$72.9 - $77.14 $115K - $122K
XT
Ishares Tr Exponential Technol

ETFs
Q2 2021 Filed on Aug 16, 2021
810
$58.68 - $63.51 $47.5K - $51.4K
Fundamental Investors Cl A
Q2 2021 Filed on Aug 16, 2021
290
N/A
Brookfield Dlta Fd Office Tr Inv 7.625 Percent
Q2 2021 Filed on Aug 16, 2021
1,000
N/A
TBBK
Bancorp, Inc.

Financial Services
Q2 2021 Filed on Aug 16, 2021
2,500
$20.82 - $26.49 $52.1K - $66.2K
Baird Sh Tm Muni Bd
Q2 2021 Filed on Aug 16, 2021
3,877
N/A
VOE
Vanguard Mid Cap Value Index F

ETFs
Q2 2021 Filed on Aug 16, 2021
1,384
$136.19 - $145.71 $188K - $202K
MSPRF
Morgan Stanley Dep Shs Rpstg 1
Q2 2021 Filed on Aug 16, 2021
5,708
N/A
Keyence Corp
Q2 2021 Filed on Aug 16, 2021
345
N/A
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