Fund HoldingsLAFFER TENGLER INVESTMENTS, INC.

Total Portfolio Value
$493.80M
Total Bought
$493.80M
Total Sold
$463.96M
Net Transaction
+$29.83M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
APPLE INC(AAPL)088,176+88,176020,5454.16%+20,545
BROADCOM INC(AVGO)0104,830+104,830018,0833.66%+18,083
MICROSOFT CORP(MSFT)040,257+40,257017,3233.51%+17,323
AMERICAN EXPRESS CO(AXP)049,702+49,702013,4792.73%+13,479
US BANCORP DEL(USB)0253,967+253,967011,6142.35%+11,614
WALMART INC(WMT)0143,109+143,109011,5562.34%+11,556
GOLDMAN SACHS GROUP INC(GS)023,223+23,223011,4982.33%+11,498
ORACLE CORP(ORCL)066,207+66,207011,2822.28%+11,282
JPMORGAN CHASE & CO.(JPM)053,477+53,477011,2762.28%+11,276
ABBVIE INC(ABBV)056,528+56,528011,1632.26%+11,163
HOME DEPOT INC(HD)027,512+27,512011,1482.26%+11,148
CHEVRON CORP NEW(CVX)068,653+68,653010,1102.05%+10,110
JOHNSON & JOHNSON(JNJ)060,652+60,65209,8291.99%+9,829
CARRIER GLOBAL CORPORATION(CARR)0110,412+110,41208,8871.80%+8,887
AMAZON COM INC(AMZN)046,512+46,51208,6671.76%+8,667
RTX CORPORATION(RTX)069,629+69,62908,4361.71%+8,436
ALPHABET INC(GOOG)049,138+49,13808,1501.65%+8,150
MCDONALDS CORP(MCD)025,680+25,68007,8201.58%+7,820
LAM RESEARCH CORP(LRCX)09,474+9,47407,7321.57%+7,732
EMERSON ELEC CO(EMR)066,678+66,67807,2931.48%+7,293
SERVICENOW INC(NOW)07,753+7,75306,9341.40%+6,934
TEXAS INSTRS INC(TXN)032,188+32,18806,6491.35%+6,649
STEEL DYNAMICS INC(STLD)052,657+52,65706,6391.34%+6,639
PALO ALTO NETWORKS INC(PANW)019,052+19,05206,5121.32%+6,512
DELL TECHNOLOGIES INC(DELL)052,806+52,80606,2601.27%+6,260
L3HARRIS TECHNOLOGIES INC(LHX)024,241+24,24105,7661.17%+5,766
NXP SEMICONDUCTORS N V
COM
023,574+23,57405,6581.15%+5,658
STARBUCKS CORP(SBUX)057,754+57,75405,6301.14%+5,630
BROOKFIELD ASSET MANAGMT LTD(BAM)0119,005+119,00505,6281.14%+5,628
EOG RES INC(EOG)041,425+41,42505,0921.03%+5,092
NRG ENERGY INC(NRG)02,239+2,23905,0141.02%+5,014
COSTCO WHSL CORP NEW(COST)05,411+5,41104,7970.97%+4,797
UBER TECHNOLOGIES INC(UBER)060,416+60,41604,5410.92%+4,541
PEPSICO INC(PEP)026,614+26,61404,5260.92%+4,526
CHIPOTLE MEXICAN GRILL INC(CMG)078,427+78,42704,5190.92%+4,519
MEDTRONIC PLC(MDT)050,101+50,10104,5110.91%+4,511
ADOBE INC(ADBE)08,543+8,54304,4230.90%+4,423
PROLOGIS INC.(PLD)033,601+33,60104,2430.86%+4,243
WELLS FARGO CO NEW(WFC)03,288+3,28804,2020.85%+4,202
APOLLO GLOBAL MGMT INC(APO)061,110+61,11004,1730.85%+4,173
BANK AMERICA CORP03,273+3,27304,1590.84%+4,159
LOCKHEED MARTIN CORP(LMT)06,963+6,96304,0700.82%+4,070
NEXTERA ENERGY INC(NEE)044,119+44,11903,7290.76%+3,729
QUANTA SVCS INC011,786+11,78603,5140.71%+3,514
NVIDIA CORPORATION(NVDA)027,787+27,78703,3740.68%+3,374
TESLA INC(TSLA)012,524+12,52403,2770.66%+3,277
HEWLETT PACKARD ENTERPRISE C(HPE)049,470+49,47002,9990.61%+2,999
SPOTIFY TECHNOLOGY S A(SPOT)08,100+8,10002,9850.60%+2,985
BOOKING HOLDINGS INC(BKNG)01,325+1,32502,9750.60%+2,975
PARSONS CORP DEL(PSN)01,266+1,26602,9090.59%+2,909
DUKE ENERGY CORP NEW(DUK)02,614+2,61402,8690.58%+2,869
SOUTHERN CO(SO)02,487+2,48702,8250.57%+2,825
BLACKSTONE MORTGAGE TRUST IN(BXMT)02,918+2,91802,7890.56%+2,789
NEW MTN FIN CORP02,553+2,55302,7620.56%+2,762
ARBOR REALTY TRUST INC02,643+2,64302,7560.56%+2,756
DEXCOM INC(DXCM)02,847+2,84702,7210.55%+2,721
TYLER TEX INDPT SCH DIST(TYL)02,207+2,20702,7190.55%+2,719
VENTAS RLTY LTD PARTNERSHIP(VTR)02,187+2,18702,7170.55%+2,717
PPL CAP FDG INC(PPL)02,558+2,55802,7160.55%+2,716
TWO HARBORS INVENTMENT CORPO(TWO)02,675+2,67502,6940.55%+2,694
VISA INC(V)09,562+9,56202,6290.53%+2,629
FORD MTR CO(F)02,652+2,65202,6000.53%+2,600
PROSPECT CAP CORP(PSEC)02,548+2,54802,5700.52%+2,570
SOUTHWEST AIRLS CO(LUV)02,500+2,50002,5480.52%+2,548
ALLIANT ENERGY CORP(LNT)02,386+2,38602,5040.51%+2,504
XYLEM INC(XYL)018,509+18,50902,4990.51%+2,499
STRYKER CORPORATION(SYK)06,782+6,78202,4500.50%+2,450
NICE LTD(NICE)02,511+2,51102,4020.49%+2,402
FIRSTENERGY CORP(FE)02,221+2,22102,4000.49%+2,400
EQUINIX INC(EQIX)02,696+2,69602,3930.48%+2,393
LANTHEUS HLDGS INC(LNTH)01,520+1,52002,3870.48%+2,387
DIAMONDBACK ENERGY INC(FANG)013,799+13,79902,3790.48%+2,379
JAZZ INVESTMENTS I LTD(JAZZ)02,287+2,28702,3080.47%+2,308
LUMENTUM HLDGS INC(LITE)02,224+2,22402,1930.44%+2,193
STARWOOD PPTY TR INC(STWD)01,966+1,96602,1700.44%+2,170
MOTOROLA SOLUTIONS INC(MSI)04,650+4,65002,0910.42%+2,091
AKAMAI TECHNOLOGIES INC(AKAM)01,972+1,97202,0390.41%+2,039
CROWDSTRIKE HLDGS INC(CRWD)07,137+7,13702,0020.41%+2,002
HALOZYME THERAPEUTICS INC(HALO)01,982+1,98201,9890.40%+1,989
ON SEMICONDUCTOR CORP(ON)01,841+1,84101,8650.38%+1,865
EATON CORP PLC(ETN)05,483+5,48301,8170.37%+1,817
ADVANCED MICRO DEVICES INC(AMD)010,236+10,23601,6800.34%+1,680
BOFA FIN LLC(BAC)01,500+1,50001,6750.34%+1,675
ALBEMARLE CORP035,485+35,48501,5960.32%+1,596
JAZZ PHARMACEUTICALS PLC(JAZZ)013,450+13,45001,4980.30%+1,498
INVESCO ACTIVELY MANAGED EXC
VAR RATE INVT
055,873+55,87301,4020.28%+1,402
ISHARES TR
0-5YR HI YL CP
031,936+31,93601,3870.28%+1,387
ISHARES TR
TRS FLT RT BD
026,679+26,67901,3500.27%+1,350
VERTEX PHARMACEUTICALS INC(VRTX)02,874+2,87401,3370.27%+1,337
VANGUARD WHITEHALL FDS010,102+10,10201,2950.26%+1,295
VANECK ETF TRUST
IG FLOA RATE ETF
050,674+50,67401,2910.26%+1,291
PARKER-HANNIFIN CORP(PH)02,000+2,00001,2640.26%+1,264
ETF OPPORTUNITIES TRUST
LAFFER TEN EQ IN
042,008+42,00801,2500.25%+1,250
WASTE MGMT INC DEL(WM)05,396+5,39601,1200.23%+1,120
COMCAST CORP NEW(CCZ)025,850+25,85001,0800.22%+1,080
BLACKROCK ETF TRUST II020,755+20,75501,0790.22%+1,079
PROCTER AND GAMBLE CO(PG)05,966+5,96601,0330.21%+1,033
SPDR S&P 500 ETF TR(SPY)01,784+1,78401,0240.21%+1,024
ISHARES TR09,937+9,93709510.19%+951
PALANTIR TECHNOLOGIES INC(PLTR)025,000+25,00009300.19%+930
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