Laffer Tengler Investments has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $464 Billion distributed in 393 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $18.4B, Broadcom Inc. with a value of $18.1B, Microsoft Corp with a value of $18B, American Express CO with a value of $11.4B, and Jpmorgan Chase & CO with a value of $10.8B.

Examining the 13F form we can see an increase of $76.6B in the current position value, from $387B to 464B.

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 $464 Billion
Technology: $117 Billion
Financial Services: $48.2 Billion
Industrials: $45.8 Billion
Consumer Cyclical: $38.7 Billion
Healthcare: $30.8 Billion
Consumer Defensive: $21.9 Billion
Energy: $19.5 Billion
Communication Services: $13.7 Billion
Other: $30.4 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 393
  • Current Value $464 Billion
  • Prior Value $387 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 57 stocks
  • Additional Purchases 125 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
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