Laffer Tengler Investments Portfolio Holdings

Laffer Tengler Investments

  • $509 Billion
  • Q4 2024

Laffer Tengler Investments has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $509 Billion distributed in 146 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $25.2B, Microsoft Corp with a value of $21.1B, American Express CO with a value of $16.7B, Goldman Sachs Group Inc with a value of $15.6B, and Walmart Inc. with a value of $15.2B.

Examining the 13F form we can see an increase of $14.8B in the current position value, from $494B to 509B.

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 $509 Billion
Technology: $124 Billion
Financial Services: $53.5 Billion
Consumer Cyclical: $48.2 Billion
Industrials: $43.7 Billion
Healthcare: $29.8 Billion
Consumer Defensive: $22.9 Billion
Energy: $19.5 Billion
Communication Services: $18.8 Billion
Other: $35.2 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.26B
$206 Million 0.04% of portfolio
10,171
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 146
  • Current Value $509 Billion
  • Prior Value $494 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 11 stocks
  • Additional Purchases 79 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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