LT

Laffer Tengler Investments, Inc.

13F
Laffer Tengler Investments, Inc.
Last update 2025-05-14 103 Stocks (10 new)
Value $399.00 Mil Turnover 5 %
Countries:
Top Holdings: MSFT(4.49%)AVGO(4.48%)GS(3.81%)AXP(3.61%)WMT(3.60%)
Summary Stock Picks Current Portfolio
Laffer Tengler Investments, In... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT
Microsoft Corp
47,711
17,910.4
-4.70%
4.490
-0.23%
0.000
+32.64%
+22.12%
3,811,111.2
Software
AVGO
Broadcom Inc
106,924
17,902.3
-1.60%
4.480
-0.09%
0.000
+54.11%
+25.44%
1,360,573.1
Semiconductors
GS
The Goldman Sachs Group Inc
27,866
15,222.9
+2.50%
3.810
+0.09%
0.010
+33.20%
+27.49%
221,794.0
Capital Markets
AXP
American Express Co
53,497
14,393.4
-5.17%
3.610
-0.20%
0.010
+16.02%
+5.09%
215,278.1
Credit Services
WMT
Walmart Inc
163,809
14,380.8
-2.37%
3.600
-0.08%
0.000
+0.93%
+7.35%
770,070.4
Retail - Defensive
ABBV
AbbVie Inc
66,038
13,836.2
+2.57%
3.470
+0.09%
0.000
+7.00%
+10.65%
337,992.4
Drug Manufacturers
JPM
JPMorgan Chase & Co
56,204
13,786.8
-7.41%
3.450
-0.25%
0.000
+22.70%
+26.65%
821,437.6
Banks
HD
The Home Depot Inc
31,519
11,551.4
-1.42%
2.890
-0.04%
0.000
+4.63%
-2.66%
372,053.3
Retail - Cyclical
CVX
Chevron Corp
64,504
10,790.8
+1.04%
2.700
+0.03%
0.000
+12.97%
+9.67%
315,577.0
Oil & Gas
RTX
RTX Corp
78,966
10,459.8
-4.19%
2.620
-0.09%
0.010
+28.71%
+36.35%
209,066.8
Aerospace & Defense

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
DELL
Dell Technologies Inc
2025-03-31
Sold Out
Sold Out
-1.48%
●
90.34 ($105.78) 124.66
$128.97
21.92%
Sold Out
0
-55,782
WMB
Williams Companies Inc
2025-03-31
New Buy
New Buy
+1.11%
●
54.02 ($57.24) 61.09
$58.36
1.95%
New holding
73,966
73,966
VOO
Vanguard S&P 500 ETF
2025-03-31
Sold Out
Sold Out
-0.45%
●
507.05 ($540.58) 563.67
$583.95
8.02%
Sold Out
0
-3,625
ADBE
Adobe Inc
2025-03-31
Sold Out
Sold Out
-0.41%
●
377.84 ($428.84) 464.11
$373.24
-12.97%
Sold Out
0
-3,971
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.40%
●
209.68 ($231.67) 247.1
$214.81
-7.28%
Reduce -13.43%
44,677
-6,930
TFLO
iShares Treasury Floating Rate Bond ETF
iShares Treasury Floating Rate Bond ETF
2025-03-31
Sold Out
Sold Out
-0.39%
●
50.48 ($50.58) 50.68
$50.62
0.07%
Sold Out
0
-33,734
IWD
iShares Russell 1000 Value ETF
2025-03-31
Sold Out
Sold Out
-0.38%
●
182.82 ($190.45) 196.21
$198.69
4.32%
Sold Out
0
-8,827
JAAA
Janus Henderson AAA CLO ETF
2025-03-31
New Buy
New Buy
+0.36%
●
50.48 ($50.78) 51.04
$50.71
-0.14%
New holding
27,956
27,956
FLTR
VanEck IG Floating Rate ETF
2025-03-31
Sold Out
Sold Out
-0.34%
●
25.45 ($25.51) 25.58
$25.54
0.10%
Sold Out
0
-57,317
KKR
KKR & Co Inc
2025-03-31
New Buy
New Buy
+0.30%
●
108.17 ($137.58) 167.07
$151.05
9.79%
New holding
24,420
24,420

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 2025-03-31

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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