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 $200 Billions or more

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%
$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%
$250B
$11.6 Billion 2.34% of portfolio
143,109
Q3 2024 Added 13.49%
$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%
$2.29T
$8.67 Billion 1.76% of portfolio
46,512
Q3 2024 Added 7.24%
$1.14T
$8.15 Billion 1.65% of portfolio
49,138
Q3 2024 Added 17.18%
$215B
$7.82 Billion 1.58% of portfolio
25,680
Q3 2024 Reduced 1.67%
$220B
$6.93 Billion 1.4% of portfolio
7,753
Q3 2024 Added 3.46%
$422B
$4.8 Billion 0.97% of portfolio
5,411
Q3 2024 Reduced 1.8%
$211B
$4.53 Billion 0.92% of portfolio
26,614
Q3 2024 Reduced 8.84%
$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%
$519B
$2.63 Billion 0.53% of portfolio
9,562
Q3 2024 Added 30.83%
$398B
$1.03 Billion 0.21% of portfolio
5,966
Q3 2024 Added 5.33%
$1.17T
$883 Million 0.18% of portfolio
5,280
Q2 2024 Added 32.66%
$344B
$571 Million 0.12% of portfolio
2,086
Q3 2024 Reduced 2.48%
$270B
$550 Million 0.11% of portfolio
7,658
Q3 2024 Added 0.01%
$730B
$487 Million 0.1% of portfolio
550
Q2 2024 Added 266.67%
$1.32T
$420 Million 0.09% of portfolio
734
Q3 2024 Added 11.38%
$200B
$375 Million 0.08% of portfolio
3,288
Q1 2024 Added 53.72%
$240B
$374 Million 0.08% of portfolio
7,024
Q3 2024 Reduced 52.57%
$468B
$413 Million 0.08% of portfolio
707
Q3 2024 Reduced 3.42%
$441B
$349 Million 0.07% of portfolio
2,976
Q3 2024 Reduced 3.75%
$354B
$343 Million 0.07% of portfolio
8,650
Q3 2024 Reduced 4.39%
$209B
$295 Million 0.06% of portfolio
2,826
Q2 2024 Added 83.03%
$204B
$258 Million 0.05% of portfolio
2,684
Q3 2024 Reduced 4.72%
$200B
$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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