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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$143B
$293 Million 0.06% of portfolio
2,787
Q1 2024 Reduced 2.18%
$145B
$273 Million 0.06% of portfolio
1,350
Q2 2024 Added 11,150.0%
$20.3B
$294 Million 0.06% of portfolio
1,178
Q3 2024 Added 1.12%
$67.2B
$288 Million 0.06% of portfolio
1,250
Q2 2024 New
$66.5B
$287 Million 0.06% of portfolio
3,480
Q2 2024 Reduced 1.44%
$186B
$304 Million 0.06% of portfolio
618
Q1 2024 Reduced 2.22%
$59B
$298 Million 0.06% of portfolio
1,766
Q2 2024 Added 73.99%
$164B
$239 Million 0.05% of portfolio
462
Q1 2024 Reduced 5.52%
$30.5B
$246 Million 0.05% of portfolio
7,382
Q2 2024 Added 3.17%
$21.7B
$266 Million 0.05% of portfolio
2,920
Q3 2023 Reduced 78.4%
$97.8B
$248 Million 0.05% of portfolio
1,816
Q3 2024 Reduced 5.52%
$61B
$239 Million 0.05% of portfolio
4,786
Q3 2024 Added 1.16%
$71.7B
$223 Million 0.05% of portfolio
1,632
Q3 2024 Reduced 8.47%
$95.7B
$234 Million 0.05% of portfolio
2,600
Q1 2024 Reduced 2.77%
$147B
$261 Million 0.05% of portfolio
4,025
Q3 2023 Reduced 78.07%
$154B
$260 Million 0.05% of portfolio
1,258
Q3 2024 Reduced 84.83%
$88.4B
$220 Million 0.04% of portfolio
2,981
Q3 2024 Reduced 6.73%
$184B
$212 Million 0.04% of portfolio
959
Q2 2024 Added 0.31%

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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