LT

Laffer Tengler Investments, Inc.

13F
Laffer Tengler Investments, Inc.
Last update 2024-11-04 142 Stocks (5 new)
Value $422.00 Mil Turnover 7 %
Countries:
Top Holdings: AAPL(4.87%)AVGO(4.29%)MSFT(4.11%)AXP(3.20%)USB(2.76%)
Portfolio Report
Summary Stock Picks Current Portfolio
Laffer Tengler Investments, In... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
88,176
20545.120
+1.13%
4.870
+0.05%
0.000
+6.64%
+18.46%
3430687.188
Hardware
AVGO 		Broadcom Inc
104,830
18083.180
-6.96%
4.290
-0.32%
0.000
+26.42%
+66.29%
857704.592
Semiconductors
MSFT 		Microsoft Corp
40,257
17322.790
+0.16%
4.110
+0.01%
0.000
+5.12%
+12.98%
3141534.523
Software
AXP 		American Express Co
49,702
13479.070
+1.02%
3.200
+0.03%
0.010
+23.47%
+55.36%
202598.350
Credit Services
USB 		U.S. Bancorp
253,967
11613.910
0%
2.760
0%
0.020
+21.57%
+20.12%
78329.192
Banks
WMT 		Walmart Inc
143,109
11556.040
+13.49%
2.740
+0.33%
0.000
+25.73%
+63.00%
681884.847
Retail - Defensive
GS 		The Goldman Sachs Group Inc
23,223
11497.940
+6.13%
2.730
+0.16%
0.010
+22.02%
+55.68%
184974.501
Capital Markets
ORCL 		Oracle Corp
66,207
11281.740
-1.61%
2.680
-0.04%
0.000
+47.08%
+81.70%
524423.694
Software
JPM 		JPMorgan Chase & Co
53,477
11276.160
-0.05%
2.680
0%
0.000
+16.84%
+42.64%
667179.373
Banks
ABBV 		AbbVie Inc
56,528
11163.200
+2.60%
2.650
+0.07%
0.000
+5.62%
+33.44%
352544.494
Drug Manufacturers

Laffer Tengler Investments, Inc.'s Historical Top Holdings Breakdowns

Laffer Tengler Investments, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ITW 		Illinois Tool Works Inc2024-09-30Sold Out
-0.95%
●
233.14 ($246.06) 263.97
$271.95
10.52%
Sold Out
0
-15,693
DELL 		Dell Technologies Inc2024-09-30Add
+0.89%
●
87.89 ($116.48) 145.97
$134.23
15.24%
Add 146.96%
52,806
31,424
NEE 		NextEra Energy Inc2024-09-30Add
+0.79%
●
69.9 ($78.04) 84.97
$76.97
-1.37%
Add 902.48%
44,119
39,718
HPE 		Hewlett Packard Enterprise Co2024-09-30New Buy
+0.71%
●
16.1 ($19.11) 21.44
$22.04
15.33%
New holding
49,470
49,470
UBER 		Uber Technologies Inc2024-09-30Add
+0.59%
●
58.48 ($70.4) 77.44
$72.04
2.33%
Add 118.76%
60,416
32,798
J 		Jacobs Solutions Inc2024-09-30Sold Out
-0.44%
●
113.92 ($121.65) 130.9
$146.43
20.37%
Sold Out
0
-12,202
AMD 		Advanced Micro Devices Inc2024-09-30Add
+0.39%
●
128.67 ($151.94) 183.96
$147.95
-2.63%
Add 3139.24%
10,236
9,920
HON 		Honeywell International Inc2024-09-30Reduce
-0.38%
●
196.73 ($205.78) 220.21
$219.49
6.66%
Reduce -84.83%
1,258
-7,032
WMT 		Walmart Inc2024-09-30Add
+0.33%
●
66.91 ($73.44) 81.4
$84.83
15.51%
Add 13.49%
143,109
17,007
AVGO 		Broadcom Inc2024-09-30Reduce
-0.32%
●
136.27 ($160.32) 178.09
$183.64
14.55%
Reduce -6.96%
104,830
-7,840

Laffer Tengler Investments, Inc. Total Holding History ($B)

To

Laffer Tengler Investments, Inc.'s Asset Allocation

To

Laffer Tengler Investments, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Laffer Tengler Investments, Inc.'s Hypothetical Growth since 2024-09-30

Laffer Tengler Investments, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Laffer Tengler Investments, Inc.'s Holdings Heat Map

Size field:

Laffer Tengler Investments, Inc.'s Holdings Bubble Chart

Laffer Tengler Investments, Inc. News

  • 1

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