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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$80.1B
$25.2 Billion 4.95% of portfolio
108,660
Q4 2024 Added 3.65%
$2.93T
$21.1 Billion 4.15% of portfolio
50,063
Q4 2024 Added 24.36%
$220B
$16.7 Billion 3.29% of portfolio
56,411
Q4 2024 Added 13.5%
$208B
$15.6 Billion 3.06% of portfolio
27,186
Q4 2024 Added 17.06%
$263B
$15.2 Billion 2.98% of portfolio
167,788
Q4 2024 Added 17.24%
$760B
$14.6 Billion 2.86% of portfolio
60,704
Q4 2024 Added 13.51%
$3.81T
$12.9 Billion 2.54% of portfolio
51,607
Q4 2024 Reduced 41.47%
$400B
$12.4 Billion 2.45% of portfolio
31,972
Q4 2024 Added 16.21%
$444B
$11.6 Billion 2.29% of portfolio
69,750
Q4 2024 Added 5.35%
$362B
$11.4 Billion 2.25% of portfolio
64,381
Q4 2024 Added 13.89%
$1.01T
$11 Billion 2.16% of portfolio
57,902
Q4 2024 Added 17.84%
$71B
$10.1 Billion 1.99% of portfolio
81,707
Q4 2024 Added 22.54%
$2.13T
$9.83 Billion 1.93% of portfolio
44,802
Q4 2024 Reduced 3.68%
$192B
$9.54 Billion 1.88% of portfolio
82,417
Q4 2024 Added 18.37%
$186B
$9.38 Billion 1.85% of portfolio
8,852
Q4 2024 Added 14.18%
$307B
$9.25 Billion 1.82% of portfolio
63,843
Q4 2024 Reduced 7.01%
$228B
$8.71 Billion 1.71% of portfolio
30,032
Q4 2024 Added 16.95%
$56.1B
$8.1 Billion 1.59% of portfolio
44,502
Q4 2024 Added 133.58%
Brookfield Asset Managmt LTD
-
$8.01 Billion 1.57% of portfolio
-
Q4 2024 Added 24.17%
$428B
$7.85 Billion 1.54% of portfolio
54,313
Q4 2024 Reduced 10.45%
Lam Research Corp
-
$7.67 Billion 1.51% of portfolio
-
Q4 2024 New
$17.2B
$7.3 Billion 1.43% of portfolio
63,965
Q4 2024 Added 21.47%
$76.5B
$7.19 Billion 1.41% of portfolio
58,638
Q4 2024 Added 41.55%
$177B
$7.11 Billion 1.4% of portfolio
37,915
Q4 2024 Added 17.79%
$27.9B
$6.43 Billion 1.26% of portfolio
55,782
Q4 2024 Added 5.64%
$131B
$6.38 Billion 1.25% of portfolio
69,902
Q4 2024 Added 21.03%
$39.2B
$6.2 Billion 1.22% of portfolio
29,487
Q4 2024 Added 21.64%
$1.46B
$5.87 Billion 1.15% of portfolio
97,389
Q4 2024 Added 24.18%
$114B
$5.85 Billion 1.15% of portfolio
13,076
Q4 2024 Added 61.43%
$452B
$5.66 Billion 1.11% of portfolio
6,180
Q4 2024 Added 14.21%
$56.9B
$5.47 Billion 1.08% of portfolio
26,321
Q4 2024 Added 11.65%
Apollo Global Mgmt Inc
-
$5.23 Billion 1.03% of portfolio
-
Q4 2024 Reduced 1.82%
Nrg Energy Inc
-
$4.83 Billion 0.95% of portfolio
-
Q4 2024 Reduced 2.14%
$121B
$4.79 Billion 0.94% of portfolio
60,003
Q4 2024 Added 19.76%
$299B
$4.7 Billion 0.92% of portfolio
35,004
Q4 2024 Added 25.97%
$890B
$4.7 Billion 0.92% of portfolio
11,639
Q4 2024 Reduced 7.07%
$136B
$4.41 Billion 0.87% of portfolio
61,572
Q4 2024 Added 39.56%
$113B
$4.31 Billion 0.85% of portfolio
40,806
Q4 2024 Added 21.44%
$37.1B
$4.29 Billion 0.84% of portfolio
13,577
Q4 2024 Added 15.2%
$147B
$4.2 Billion 0.83% of portfolio
69,613
Q4 2024 Added 15.22%
Bank America Corp
-
$4.07 Billion 0.8% of portfolio
-
Q4 2024 Added 2.66%
Wells Fargo CO New
-
$4.02 Billion 0.79% of portfolio
-
Q4 2024 Added 2.8%
Booking Holdings Inc
-
$3.31 Billion 0.65% of portfolio
-
Q4 2024 Reduced 5.51%
$582B
$3.27 Billion 0.64% of portfolio
10,347
Q4 2024 Added 8.21%
Boeing CO
-
$3.21 Billion 0.63% of portfolio
-
Q4 2024 New
Hewlett Packard Enterprise C
-
$3.16 Billion 0.62% of portfolio
-
Q4 2024 Added 3.1%
Ares Management Corporation
-
$3.14 Billion 0.62% of portfolio
-
Q4 2024 New
$81.7B
$3.01 Billion 0.59% of portfolio
8,790
Q4 2024 Added 23.16%
Blackstone Mortgage Trust In
-
$2.98 Billion 0.59% of portfolio
-
Q4 2024 Added 2.47%

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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