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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$158B
$906 Million 0.18% of portfolio
2,813
Q3 2024 Added 1.99%
$0
$880 Million 0.18% of portfolio
1,804
Q1 2024 Added 5,537.5%
$1.01T
$883 Million 0.18% of portfolio
5,280
Q2 2024 Added 32.66%
Palo Alto Networks Inc
-
$857 Million 0.17% of portfolio
-
Q3 2024 Added 1.63%
American Wtr Cap Corp
-
$770 Million 0.16% of portfolio
-
Q3 2024 New
$2.87B
$737 Million 0.15% of portfolio
12,996
Q1 2024 New
$59.3B
$679 Million 0.14% of portfolio
1,867
Q3 2024 Added 3.38%
Linde PLC
-
$647 Million 0.13% of portfolio
-
Q3 2024 Added 4.15%
$342B
$571 Million 0.12% of portfolio
2,086
Q3 2024 Reduced 2.48%
$0
$590 Million 0.12% of portfolio
68,156
Q3 2024 New
$0
$583 Million 0.12% of portfolio
12,315
Q3 2024 Reduced 23.01%
$210B
$586 Million 0.12% of portfolio
1,497
Q2 2024 Reduced 0.6%
$141B
$579 Million 0.12% of portfolio
3,780
Q3 2024 Added 5.0%
$101B
$585 Million 0.12% of portfolio
285
Q2 2024 New
$28.9B
$589 Million 0.12% of portfolio
60
Q1 2024 New
$276B
$550 Million 0.11% of portfolio
7,658
Q3 2024 Added 0.01%
$711B
$487 Million 0.1% of portfolio
550
Q2 2024 Added 266.67%
$17.5B
$474 Million 0.1% of portfolio
1,650
Q2 2024 New
$77.1B
$435 Million 0.09% of portfolio
3,759
Q3 2024 Added 8.05%
$1.26T
$420 Million 0.09% of portfolio
734
Q3 2024 Added 11.38%
$56.7M
$378 Million 0.08% of portfolio
72,589
Q3 2024 Reduced 3.97%
$57.5B
$379 Million 0.08% of portfolio
2,434
Q3 2024 Reduced 3.95%
$156B
$388 Million 0.08% of portfolio
1,528
Q1 2024 Reduced 2.55%
$206B
$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%
$553B
$413 Million 0.08% of portfolio
707
Q3 2024 Reduced 3.42%
$79.2B
$374 Million 0.08% of portfolio
3,605
Q1 2024 Added 3.15%
$101B
$333 Million 0.07% of portfolio
2,664
Q3 2024 New
$38.6B
$358 Million 0.07% of portfolio
4,849
Q1 2024 Reduced 14.24%
$0
$323 Million 0.07% of portfolio
841
Q3 2024 Added 25.34%
$508B
$349 Million 0.07% of portfolio
2,976
Q3 2024 Reduced 3.75%
$25.7B
$365 Million 0.07% of portfolio
1,903
Q2 2024 Added 676.73%
$202B
$331 Million 0.07% of portfolio
2,723
Q3 2024 Reduced 35.52%
$27.4B
$370 Million 0.07% of portfolio
3,853
Q2 2024 Added 358.15%
$89B
$353 Million 0.07% of portfolio
2,321
Q3 2024 Reduced 0.17%
$377B
$343 Million 0.07% of portfolio
8,650
Q3 2024 Reduced 4.39%
$0
$298 Million 0.06% of portfolio
6,227
Q2 2024 Reduced 6.84%
$20.5B
$272 Million 0.06% of portfolio
1,655
Q3 2024 Added 12.74%
$61.5B
$285 Million 0.06% of portfolio
1,217
Q2 2023 New
$142B
$293 Million 0.06% of portfolio
2,787
Q1 2024 Reduced 2.18%
$150B
$273 Million 0.06% of portfolio
1,350
Q2 2024 Added 11,150.0%
$19.8B
$294 Million 0.06% of portfolio
1,178
Q3 2024 Added 1.12%
$2.45B
$274 Million 0.06% of portfolio
1,500
Q2 2024 New
$9.39B
$280 Million 0.06% of portfolio
9,100
Q3 2024 New
$68.4B
$288 Million 0.06% of portfolio
1,250
Q2 2024 New
$228B
$295 Million 0.06% of portfolio
2,826
Q2 2024 Added 83.03%
$69.1B
$287 Million 0.06% of portfolio
3,480
Q2 2024 Reduced 1.44%
$0
$296 Million 0.06% of portfolio
700
Q2 2024 New
$194B
$304 Million 0.06% of portfolio
618
Q1 2024 Reduced 2.22%

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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