• 13F History

LAFFER TENGLER INVESTMENTS, INC.

13F Filings History

Latest 13F report
Q4 2024 - Feb 6, 2025
Value $
$438M
Signature - Title
Sheila Asher - Chief Operating Officer
Location
Nashville, TN
Summary
This page shows a list of all the recent 13F filings made by LAFFER TENGLER INVESTMENTS, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LAFFER TENGLER INVESTMENTS, INC. reported 146 stock holdings with total value $438M as of Q4 2024. Top holdings included AVGO, MSFT, AXP, GS, and WMT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 146 $438M +$71M -$62.3M +$8.66M AVGO, MSFT, AXP, GS, WMT 13F-HR 2/6/2025, 12:44 PM
Q3 2024 172 $428M +$45.4M -$24.6M +$20.8M AAPL, AVGO, MSFT, AXP, USB 13F-HR 11/4/2024, 04:17 PM
Q2 2024 393 $395M +$96.8M -$19.9M +$76.9M AAPL, AVGO, MSFT, AXP, JPM 13F-HR 8/14/2024, 04:12 PM
Q1 2024 406 $317M +$39.3M -$46.5M -$7.19M MSFT, AVGO, AAPL, JPM, AXP 13F-HR 5/15/2024, 10:29 AM
Q4 2023 412 $304M +$22.3M -$13.5M +$8.77M MSFT, AVGO, HD, CVX, LRCX 13F-HR 2/8/2024, 01:02 PM
Q3 2023 418 $268M +$50.8M -$71.8M -$21M MSFT, CVX, AVGO, HD, JNJ 13F-HR 11/14/2023, 04:13 PM
Q2 2023 421 $304M +$33.7M -$52M -$18.3M AVGO, MSFT, LRCX, JNJ, HD 13F-HR 8/14/2023, 02:32 PM
Q1 2023 399 $309M +$29.1M -$9.17M +$19.9M MSFT, AVGO, ABBV, TXN, STLD 13F-HR 5/9/2023, 01:58 PM
Q4 2022 418 $290M +$73M -$7.56M +$65.4M MSFT, ABBV, AVGO, JNJ, STLD 13F-HR 2/10/2023, 11:22 AM
Q3 2022 406 $216M +$17.7M -$4.35M +$13.3M AAPL, MSFT, JNJ, TXN, ABBV 13F-HR 11/10/2022, 11:27 AM
Q2 2022 367 $228M +$25.9M -$14.5M +$11.4M MSFT, AAPL, JNJ, ABBV, TXN 13F-HR 8/15/2022, 01:10 PM
Q1 2022 398 $273M +$20.7M -$16.4M +$4.24M AAPL, MSFT, DHRPRA, AVGOP, JNJ 13F-HR 5/13/2022, 01:03 PM
Q4 2021 360 $284M +$13.3M -$3.31M +$10M AAPL, MSFT, DHRPRA, AVGOP, HD 13F-HR 2/11/2022, 01:28 PM
Q3 2021 483 $288M +$96.7M -$15.1M +$81.6M DHRPRA, MSFT, AAPL, TXN, JNJ 13F-HR 11/16/2021, 02:06 PM
Q2 2021 322 $208M +$38.9M -$3.56B -$3.52B DHRPRA, AVGOP, MSFT, GS, SLQD 13F-HR 8/16/2021, 04:27 PM
Q1 2021 341 $264M +$46M -$19.3M +$26.8M AAPL, DHRPRA, TLRY, MSFT, AVGOP 13F-HR 5/17/2021, 02:46 PM
Q4 2020 280 $185M +$25.5M -$2.69M +$22.8M AAPL, DHRPRA, AVGOP, DCUE, MSFT Restatement 6/11/2021, 11:22 AM
Q3 2020 250 $153M +$28.1M -$4.92M +$23.2M DHRPRA, AAPL, DCUE, AVGOP, MSFT Restatement 6/11/2021, 11:19 AM
Q2 2020 242 $129M +$37.3M -$2.37M +$34.9M DHRPRA, DCUE, AAPL, CCIPRA, AVGOP Restatement 6/11/2021, 10:51 AM
Q1 2020 108 $89.8M +$9.22M -$527K +$8.7M CCIPRA, BDXA, DCUE, DHRPRA, AVGOP 13F-HR 4/28/2020, 11:06 AM
Q4 2019 117 $107M +$39.1M -$1.37M +$37.7M BDXA, DCUE, CCIPRA, DHRPRA, WFCPRL 13F-HR 2/20/2020, 11:25 AM
Q3 2019 101 $71.8M +$3.41M -$2.55M +$854K BDXA, CCIPRA, DCUE, DHRPRA, SWP 13F-HR 11/14/2019, 12:36 PM
Q2 2019 82 $71.6M +$6.54M -$24.3M -$17.7M BDXA, DCUE, CCIPRA, DHRPRA, SWP 13F-HR 8/15/2019, 12:10 PM
Q1 2019 169 $316M +$8.34M -$2.85M +$5.49M MSFT, JPM, MRK, UNH, AMGN 13F-HR 5/14/2019, 12:24 PM
Q4 2018 164 $297M +$6.85M -$1.59M +$5.26M MSFT, JPM, MRK, UNH, AMGN 13F-HR 2/15/2019, 01:23 PM
Q3 2018 171 $357M +$9.19M -$1.2M +$7.99M MSFT, JPM, UNH, AMGN, MRK 13F-HR 11/14/2018, 09:48 AM
Q2 2018 175 $344M +$10.1M -$4.87M +$5.23M MSFT, JPM, UNH, WFC, BDXA 13F-HR 8/16/2018, 11:39 AM
Q1 2018 177 $347M +$158M -$6.47M +$152M MSFT, JPM, BDXA, WFC, ANTX 13F-HR 5/14/2018, 11:55 AM
Q4 2017 189 $343M +$2.63M -$3.52M -$894K MSFT, JPM, HD, INTC, DCUD 13F-HR 2/13/2018, 10:12 AM
Q3 2017 186 $325M +$7.97M -$19M -$11.1M MSFT, JPM, DCUD, HD, ANTX 13F-HR 11/16/2017, 10:55 AM
Q2 2017 191 $344M +$9.5M -$878K +$8.63M MSFT, JPM, HD, ANTX, AGNPRA 13F-HR 8/11/2017, 11:18 AM
Q1 2017 192 $331M +$9.4M -$5.79M +$3.62M MSFT, JPM, ANTX, HD, AGNPRA 13F-HR 5/16/2017, 01:41 PM
Q4 2016 194 $320M +$193M -$40.6M +$152M MSFT, JPM, ANTX, INTC, DCUC 13F-HR 2/15/2017, 01:31 PM
Q3 2016 187 $311M +$6.85M -$1.27M +$5.58M AAPL, MSFT, JNJ, XOM, PG 13F-HR 11/15/2016, 01:48 PM
Q2 2016 188 $308M +$198M -$40.2M +$158M AAPL, MSFT, JNJ, XOM, PG 13F-HR 8/15/2016, 01:02 PM
Q1 2016 196 $328M +$328M +$328M BRKB, KO, SPY, HD, V 13F-HR 5/17/2016, 11:19 AM
Q4 2015 218 $370M +$11.5M -$26.1M -$14.5M BRKB, SPY, KO, V, HD 13F-HR 2/16/2016, 02:12 PM
Q3 2015 223 $378M +$378M +$378M BRKB, KO, INDA, SPY, EWUXXXX 13F-HR 11/6/2015, 11:48 AM
Q2 2015 195 $364M +$169M -$315M -$146M BRKB, DXJ, SPY, KO, EWH 13F-HR 8/14/2015, 01:14 PM
Q1 2015 179 $660M +$660M +$660M PAYX, NRFXXXX, BLK, OHI, WMB 13F-HR 5/11/2015, 03:10 PM
Q4 2014 217 $701M +$701M +$701M TGT, MSFT, PAYX, UPS, NRFXXXX 13F-HR 2/17/2015, 08:59 AM
Q3 2014 217 $617M +$62.9M -$1.04M +$61.8M LYB, WMB, AAPL, MSFT, OKE 13F-HR 11/14/2014, 02:03 PM
Q2 2014 206 $589M +$85.8M -$50.3M +$35.5M WMB, OKE, LYB, AAPL, NEE 13F-HR 8/14/2014, 02:38 PM
Q1 2014 190 $561M +$44M -$27.1M +$16.8M WMB, ESVXXXX, LYB, OKE, MSFT 13F-HR 5/15/2014, 01:42 PM
Q4 2013 186 $547M WMB, NRFXXXX, GEXXXX, BLK, OKE 13F-HR 2/18/2014, 03:03 PM