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Laffer Investments

Latest statistics and disclosures from Laffer Tengler Investments's latest quarterly 13F-HR filing:

Top 5 stock holdings are MSFT, AVGO, AAPL, JPM, AXP, and represent 14.68% of Laffer Tengler Investments's stock portfolio.
Added to shares of these 10 stocks: WMT, PLD, BAM, AAPL, Arbor Realty Trust, Southern, Ppl Cap Fdg, Albemarle, Alliant Energy Corp, ADBE.
Started 140 new stock positions in IJR, BDFIX, DGX, SCHA, Balanced Pool, PARA, GOLD, TRBCX, Albemarle, CMI.
Reduced shares in these 10 stocks: PNC, PSA, Ares Capital Corp convertible security, CSCO, Western Digital Corp note 1.500% 2/0, PG, AVGO, Splunk Inc note 1.125% 9/1, TFLO, STLD.
Sold out of its positions in Aes Corp, GTDYX, ODVYX, AMLP, LSVQX, PZIEX, OIGYX, ALNY, AHLIX, ACMVX.
Laffer Tengler Investments was a net seller of stock by $-11M.
Laffer Tengler Investments has $387M in assets under management (AUM), dropping by 2.97%.
Central Index Key (CIK): 0001307878

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Portfolio Holdings for Laffer Tengler Investments

Laffer Tengler Investments holds 409 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corp Common Stocks (MSFT)	3.9	$15M		36k	420.72	View chart
Broadcom Common Stocks (AVGO)	3.1	$12M	-18%	9.0k	1325.41	View chart
Apple Common Stocks (AAPL)	2.6	$10M	+44%	59k	171.48	View chart
Jpmorgan Chase & Co Common Stocks (JPM)	2.6	$9.9M	+11%	50k	200.30	View chart
American Express Common Stocks (AXP)	2.5	$9.7M	+4%	43k	227.69	View chart
Home Depot Common Stocks (HD)	2.3	$8.9M	-5%	23k	383.60	View chart
Chevron Corp Common Stocks (CVX)	2.2	$8.3M	-4%	53k	157.74	View chart
Lam Research Corp Common Stocks (LRCX)	2.1	$8.3M	-18%	8.5k	971.59	View chart
Abbvie Common Stocks (ABBV)	2.0	$7.9M	-6%	43k	182.10	View chart
Oracle Corp Common Stocks (ORCL)	2.0	$7.9M	+2%	63k	125.61	View chart
Goldman Sachs Group Common Stocks (GS)	2.0	$7.9M	+8%	19k	417.70	View chart
Johnson & Johnson Common Stocks (JNJ)	2.0	$7.8M		49k	158.19	View chart
Steel Dynamics Common Stocks (STLD)	1.8	$7.1M	-22%	48k	148.23	View chart
Mcdonalds Corp Common Stocks (MCD)	1.8	$7.0M	-6%	25k	281.95	View chart
Wal-mart Common Stocks (WMT)	1.7	$6.5M	+180%	108k	60.17	View chart
Amazon.com Common Stocks (AMZN)	1.6	$6.0M	+12%	34k	180.38	View chart
Carrier Global Corporation Common Stocks (CARR)	1.5	$5.7M	+10%	98k	58.13	View chart
Pioneer Nat Res Convertible Bond	1.4	$5.4M	-4%	1.9k	2864.15	View chart
Nxp Semiconductors Nv Common Stocks (NXPI)	1.4	$5.4M	-10%	22k	247.77	View chart
Emerson Electric Common Stocks (EMR)	1.4	$5.3M	+19%	47k	113.42	View chart
Texas Instruments Common Stocks (TXN)	1.4	$5.3M	-20%	30k	174.21	View chart
Medtronic Common Stocks (MDT)	1.3	$5.1M	-5%	58k	87.15	View chart
Illinois Tool Works Common Stocks (ITW)	1.3	$5.0M	-11%	19k	268.33	View chart
Eog Resources Common Stocks (EOG)	1.3	$4.9M	-14%	38k	127.84	View chart
Pepsico Common Stocks (PEP)	1.2	$4.8M	-6%	27k	175.01	View chart
L3harris Technologies Common Stocks (LHX)	1.2	$4.8M	+18%	23k	213.10	View chart
Brookfield Asset Managmt Ltd Cl A Lmt Vtg Common Stocks (BAM)	1.2	$4.6M	+686%	110k	42.02	View chart
Starbucks Corp Common Stocks (SBUX)	1.1	$4.4M	-4%	48k	91.39	View chart
Wells Fargo Co Perp Conv Pfd A Convertible Preferred Stock (WFC.PL)	1.1	$4.2M	+5%	3.5k	1207.24	View chart
Prologis REITS - usd (PLD)	1.1	$4.2M	+45178%	32k	130.22	View chart
Servicenow Common Stocks (NOW)	1.1	$4.2M		5.5k	762.40	View chart
Apollo Global Mgmt Inc Ser A Mand Cnv Convertible Preferred Stock (APO.PA)	1.1	$4.2M	-3%	65k	64.12	View chart
Bank Of America Corp Convertible Preferred Stock (BAC.PL)	1.1	$4.2M		3.5k	1198.31	View chart
Nrg Energy Convertible Bond	1.0	$4.1M	-3%	2.4k	1676.98	View chart
Rtx Corporation Common Stocks (RTX)	1.0	$4.0M	-7%	41k	97.53	View chart
Palo Alto Networks Common Stocks (PANW)	0.9	$3.5M	-9%	12k	284.13	View chart
Chipotle Mexican Grill Common Stocks (CMG)	0.9	$3.4M	-4%	1.2k	2906.77	View chart
Dexcom Convertible Bond	0.9	$3.4M	-3%	3.1k	1101.57	View chart
United Parcel Service Inc Cl B Common Stocks (UPS)	0.8	$3.2M	-11%	22k	148.63	View chart
Alphabet Inc Cap Stock Cl A Common Stocks (GOOGL)	0.8	$3.1M	+22%	20k	150.93	View chart
Adobe Systems Incorporated Common Stocks (ADBE)	0.8	$3.0M	+72%	6.0k	504.60	View chart
Ford Mtr Co Del Convertible Bond	0.8	$2.9M		2.8k	1034.71	View chart
Honeywell Intl Common Stocks (HON)	0.7	$2.9M	+3%	14k	205.25	View chart
Jazz Investments I Convertible Bond	0.7	$2.9M	-3%	2.9k	988.97	View chart
Arbor Realty Trust Convertible Bond	0.7	$2.8M	NEW	2.8k	1012.45	View chart
Blackstone Mortgage Trust Convertible Bond	0.7	$2.8M	-3%	3.1k	910.83	View chart
New Mountain Finance Corp Convertible Bond	0.7	$2.8M		2.6k	1090.19	View chart
Microchip Technology Convertible Bond	0.7	$2.8M	-3%	2.6k	1071.30	View chart
Two Harbors Inventment Corp Convertible Bond	0.7	$2.8M	-3%	2.9k	977.69	View chart
Nice Convertible Bond	0.7	$2.8M	-3%	2.7k	1045.77	View chart
Costco Wholesale Corp Common Stocks (COST)	0.7	$2.8M	-7%	3.8k	732.63	View chart
Prospect Cap Corp Convertible Bond	0.7	$2.8M	-3%	2.7k	1005.04	View chart
Booking Holdings Convertible Bond	0.7	$2.7M	-3%	1.4k	1937.64	View chart
Southwest Airls Convertible Bond	0.7	$2.7M		2.7k	1023.37	View chart
Southern Convertible Bond	0.6	$2.5M	NEW	2.5k	1019.94	View chart
Parsons Corp Del Convertible Bond	0.6	$2.5M	-3%	1.4k	1843.53	View chart
Ppl Cap Funding Convertible Bond	0.6	$2.5M	NEW	2.6k	961.53	View chart
Tyler Technologies Convertible Bond	0.6	$2.4M	-3%	2.4k	1008.47	View chart
Starwood Ppty Tr Convertible Bond	0.6	$2.3M	-3%	2.1k	1094.67	View chart
Diamondback Energy Common Stocks (FANG)	0.6	$2.2M	-23%	11k	198.17	View chart
Akamai Technologies Convertible Bond	0.6	$2.2M	-2%	2.1k	1055.92	View chart
ALBEMARLE CORP 7.25 percent DEP A Convertible Preferred Stock	0.6	$2.2M	NEW	37k	58.96	View chart
Block Convertible Bond	0.6	$2.2M	-3%	2.1k	1023.35	View chart
Xylem Common Stocks (XYL)	0.6	$2.2M	-8%	17k	129.24	View chart
Equinix REITS - usd (EQIX)	0.6	$2.1M	+6%	2.6k	825.35	View chart
Alliant Energy Corp Convertible Bond	0.5	$2.1M	NEW	2.1k	989.29	View chart
Spotify Technology Sa Common Stocks (SPOT)	0.5	$2.1M	-6%	8.0k	263.90	View chart
Lumentum Hldgs Convertible Bond	0.5	$2.1M	-3%	2.4k	883.35	View chart
Enphase Energy Convertible Bond	0.5	$2.1M		2.3k	920.19	View chart
Tesla Common Stocks (TSLA)	0.5	$2.0M	+63%	11k	175.79	View chart
Public Storage REITS - usd (PSA)	0.5	$2.0M	-67%	6.8k	290.06	View chart
Bofa Fin Convertible Bond	0.5	$1.9M		1.5k	1273.33	View chart
Halozyme Therapeutics Convertible Bond	0.5	$1.9M	-3%	2.1k	888.03	View chart
Uber Technologies Common Stocks (UBER)	0.5	$1.8M		23k	76.99	View chart
Ugi Corp Unit 06/01/24 Convertible Preferred Stock (UGIC)	0.5	$1.8M	+3%	31k	57.91	View chart
Visa Inc Cl A Common Stocks (V)	0.4	$1.6M	+18%	5.9k	279.08	View chart
Pnc Financial Services Group Common Stocks (PNC)	0.4	$1.6M	-74%	9.9k	161.60	View chart
Jacobs Solutions Common Stocks (J)	0.4	$1.6M	-17%	10k	153.73	View chart
Nvidia Corporation Common Stocks (NVDA)	0.4	$1.4M	+2%	1.6k	903.57	View chart
Salesforce.com Common Stocks (CRM)	0.4	$1.4M	-27%	4.5k	301.18	View chart
Ishares Treasury Floating Rate Bond Etf Exchange Traded Fund (TFLO)	0.3	$1.4M	-62%	27k	50.69	View chart
Lululemon Common Stocks (LULU)	0.3	$1.3M	-9%	3.3k	390.65	View chart
Amg Capital Tr Ii 5.15 Conv P Convertible Preferred Stock (AATRL)	0.3	$1.2M	-3%	24k	51.16	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Exchange Traded Fund (IGSB)	0.3	$1.2M	+6%	24k	51.28	View chart
Ishares 0-5 Year Investment Grade Corporate Bond Exchange Traded Fund (SLQD)	0.3	$1.2M	+6%	25k	49.22	View chart
Invesco Actively Managed Etf Var Rate Invt Exchange Traded Fund (VRIG)	0.3	$1.2M	-32%	47k	25.09	View chart
Comcast Corp Cl A Common Stocks (CMCSA)	0.3	$1.1M	+10%	26k	43.35	View chart
Vaneck Etf Tr Exchange Traded Fund (FLTR)	0.3	$1.1M	-39%	42k	25.51	View chart
Nike Inc Cl B Common Stocks (NKE)	0.3	$1.0M	+21%	11k	93.98	View chart
Vertex Pharmaceuticals Common Stocks (VRTX)	0.2	$942k	+32085%	2.3k	418.01	View chart
Procter And Gamble Common Stocks (PG)	0.2	$861k	-77%	5.3k	162.24	View chart
Ishares Tr 0-5yr Hi Yl Cp Exchange Traded Fund (SHYG)	0.2	$856k	-31%	20k	42.55	View chart
Palo Alto Networks Convertible Bond	0.2	$840k	-9%	294.00	2857.63	View chart
Ishares S&p 500 Growth Etf Exchange Traded Fund (IVW)	0.2	$839k		9.9k	84.44	View chart
Invesco Qqq Trust Exchange Traded Fund (QQQ)	0.2	$801k	+5537%	1.8k	443.94	View chart
Stryker Corporation Common Stocks (SYK)	0.2	$778k		2.2k	357.87	View chart
Amgen Common Stocks (AMGN)	0.2	$765k	+46%	2.7k	284.32	View chart
Cisco Systems Common Stocks (CSCO)	0.2	$743k	-82%	15k	49.91	View chart
Spdr S&p 500 Etf Exchange Traded Fund (SPY)	0.2	$719k	-9%	1.4k	523.07	View chart
On Semiconductor Corp Convertible Bond	0.2	$686k	NEW	695.00	987.51	View chart
Etf Opportunities Trust Laffer Ten Eq In Exchange Traded Fund (TGLR)	0.2	$670k	+2660%	25k	27.34	View chart
Bentley Sys Convertible Bond	0.2	$640k	-8%	636.00	1006.69	View chart
Blackrock Short Maturity Bond Etf Exchange Traded Fund (NEAR)	0.2	$631k	+6%	13k	50.46	View chart
Alphabet Inc Cap Stock Cl C Common Stocks (GOOG)	0.2	$606k	+12%	4.0k	152.26	View chart
Crowdstrike Holdings Inc Cl A Common Stocks (CRWD)	0.2	$601k	NEW	1.9k	320.59	View chart
Caterpillar Common Stocks (CAT)	0.1	$552k	+70%	1.5k	366.43	View chart
Nuveen Muni Tr High Yield Muni A Mutual Fund	0.1	$531k	NEW	36k	14.97	View chart
NVR Common Stocks (NVR)	0.1	$486k	NEW	60.00	8099.97	View chart
Tilray Brands Common Stocks (TLRY)	0.1	$483k	NEW	196k	2.47	View chart
Blackstone Common Stocks (BX)	0.1	$473k	+216%	3.6k	131.37	View chart
Coca-cola Common Stocks (KO)	0.1	$468k	+119%	7.7k	61.18	View chart
Heartland Financial Usa Common Stocks (HTLF)	0.1	$457k	NEW	13k	35.15	View chart
Target Corp Common Stocks (TGT)	0.1	$449k	+4%	2.5k	177.20	View chart
Southern Copper Corp Common Stocks (SCCO)	0.1	$404k	-48%	3.8k	106.52	View chart
Abbott Laboratories Common Stocks (ABT)	0.1	$374k	+53%	3.3k	113.66	View chart
T Rowe Price Cap Apprec Cap Apprec I Mutual Fund (TRAIX)	0.1	$369k	NEW	10k	35.66	View chart
Conocophillips Common Stocks (COP)	0.1	$355k	-2%	2.8k	127.28	View chart
Linde Common Stocks (LIN)	0.1	$353k	-37%	761.00	464.32	View chart
Unitedhealth Group Common Stocks (UNH)	0.1	$350k	+35%	707.00	494.70	View chart
Exxon Mobile Corp Common Stocks (XOM)	0.1	$346k	-2%	3.0k	116.24	View chart
Lockheed Martin Corp Common Stocks (LMT)	0.1	$343k	+95%	755.00	454.76	View chart
General Mills Common Stocks (GIS)	0.1	$339k	-14%	4.8k	69.97	View chart
Disney Walt Common Stocks (DIS)	0.1	$328k		2.7k	122.36	View chart
Colgate Palmolive Common Stocks (CL)	0.1	$325k	+3%	3.6k	90.05	View chart
Mmkt Obligs Tr Fh Us Trsuryinst Mutual Fund	0.1	$324k	NEW	324k	1.00	View chart
Meta Plateforms Common Stocks (META)	0.1	$320k	+1098%	659.00	485.58	View chart
Progressive Corp Common Stocks (PGR)	0.1	$316k	-2%	1.5k	206.82	View chart
Charles Schwab Corp Common Stocks (SCHW)	0.1	$291k		4.0k	72.34	View chart
Travelers Companies Common Stocks (TRV)	0.1	$280k		1.2k	230.14	View chart
Vanguard Ftse Emerging Markets Etf Exchange Traded Fund (VWO)	0.1	$279k	NEW	6.7k	41.77	View chart
Nextera Energy Common Stocks (NEE)	0.1	$272k	+93%	4.3k	63.91	View chart
Quanta Services Common Stocks (PWR)	0.1	$266k	-51%	1.0k	259.80	View chart
Metlife Common Stocks (MET)	0.1	$262k		3.5k	74.11	View chart
Ishares Msci France Etf Exchange Traded Fund (EWQ)	0.1	$258k	+17%	6.2k	41.41	View chart
Intel Corp Common Stocks (INTC)	0.1	$250k	-9%	5.7k	44.17	View chart
Intuitive Surgical Common Stocks (ISRG)	0.1	$247k	-2%	618.00	399.09	View chart
Vanguard Growth Etf Exchange Traded Fund (VUG)	0.1	$245k	+5%	711.00	344.20	View chart
Darden Restaurants Common Stocks (DRI)	0.1	$244k	+11%	1.5k	167.15	View chart
Verizon Communications Common Stocks (VZ)	0.1	$228k	+49%	5.4k	41.96	View chart
Franklin Ftse United Kingdom Etf Exchange Traded Fund (FLGB)	0.1	$222k	+16%	8.5k	26.13	View chart
Ishares Inc Msci South Korea Indx Exchange Traded Fund (EWY)	0.1	$216k	+17%	3.2k	67.11	View chart
Vici Properties REITS - usd (VICI)	0.1	$213k	+7%	7.2k	29.79	View chart
Freeport-mcmoran Inc Cl B Common Stocks (FCX)	0.1	$211k	-58%	4.5k	47.02	View chart
Ishares Msci India Index Etf Exchange Traded Fund (INDA)	0.1	$210k	+16%	4.1k	51.59	View chart
Mondelez Intl Inc Cl A Common Stocks (MDLZ)	0.1	$209k		3.0k	70.00	View chart
Ishares Msci Australia Index Exchange Traded Fund (EWA)	0.1	$208k	+17%	8.4k	24.66	View chart
Ishares Msci Canada Etf Exchange Traded Fund (EWC)	0.1	$205k	+17%	5.4k	38.28	View chart
Vanguard Admiral Fds Inc 500 Grth Idx F Exchange Traded Fund (VOOG)	0.1	$200k	NEW	657.00	304.71	View chart
Nrg Energy Common Stocks (NRG)	0.1	$198k		2.9k	67.69	View chart
Brookfield Infrast Partners Common Stocks (BIP)	0.1	$198k	+36%	6.3k	31.21	View chart
S&p Global Common Stocks (SPGI)	0.1	$197k	-5%	462.00	425.45	View chart
Southern Company Common Stocks (SO)	0.0	$187k	-2%	2.6k	71.74	View chart
Intl Business Machines Common Stocks (IBM)	0.0	$183k		956.00	191.00	View chart
Bank Of America Corp Common Stocks (BAC)	0.0	$182k		4.8k	37.92	View chart
First Solar Common Stocks (FSLR)	0.0	$182k	-48%	1.1k	168.80	View chart
Ishares Tr Core S&p Scp Etf Exchange Traded Fund (IJR)	0.0	$178k	NEW	1.6k	110.52	View chart
Vaneck Etf Trust Vaneck Vietnam Exchange Traded Fund (VNM)	0.0	$177k	+18%	13k	13.90	View chart
Teck Resources Ltd Cl B Common Stocks (TECK)	0.0	$174k	-51%	3.8k	45.78	View chart
3M Common Stocks (MMM)	0.0	$173k		1.6k	106.09	View chart
Jpmorgan Equity Premium Income Etf Exchange Traded Fund (JEPI)	0.0	$170k	-75%	2.9k	57.86	View chart
Cvs Health Corp Common Stocks (CVS)	0.0	$165k		2.1k	79.78	View chart
Vanguard World Fds Inf Tech Etf Exchange Traded Fund (VGT)	0.0	$160k	NEW	306.00	524.34	View chart
Simon Ppty Group REITS - usd (SPG)	0.0	$159k	+8%	1.0k	156.49	View chart
Pfizer Common Stocks (PFE)	0.0	$153k		5.5k	27.75	View chart
Bunge Global Sa Common Stocks (BG)	0.0	$146k	-2%	1.4k	102.52	View chart
Morgan Stanley Common Stocks (MS)	0.0	$145k	+82%	1.5k	94.16	View chart
Merck & Co Common Stocks (MRK)	0.0	$140k	-2%	1.1k	131.95	View chart
Boeing Common Stocks (BA)	0.0	$140k		725.00	192.99	View chart
At&t Common Stocks (T)	0.0	$138k	+89%	7.9k	17.60	View chart
Dupont De Nemours Common Stocks (DD)	0.0	$136k	-2%	1.8k	76.67	View chart
Capital One Finl Corp Common Stocks (COF)	0.0	$133k		892.00	148.89	View chart
Mccormick & Co Inc Non Vtg Common Stocks (MKC)	0.0	$128k		1.7k	76.81	View chart
Eaton Vance Atlanta Capital Smid-cap I Mutual Fund (EISMX)	0.0	$126k	NEW	3.0k	41.51	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf Exchange Traded Fund (VMBS)	0.0	$125k	NEW	2.7k	45.61	View chart
Fifth Third Bancorp Common Stocks (FITB)	0.0	$124k		3.3k	37.21	View chart
Pimco Income Fund Mutual Fund (PONPX)	0.0	$122k	NEW	12k	10.60	View chart
Fidelity National Financial In Fnf Group Common Stocks (FNF)	0.0	$121k		2.3k	53.10	View chart
Principal Financial Group Common Stocks (PFG)	0.0	$120k		1.4k	86.31	View chart
Wec Energy Group Common Stocks (WEC)	0.0	$117k	-2%	1.4k	82.12	View chart
Lilly Eli & Co Common Stocks (LLY)	0.0	$117k	+284%	150.00	777.96	View chart
Wheaton Precious Metals Corp Common Stocks (WPM)	0.0	$116k	-51%	2.5k	47.13	View chart
Wells Fargo Common Stocks (WFC)	0.0	$115k	+4%	2.0k	57.96	View chart
Schwab 5-10 Year Corporate Bond Etf Exchange Traded Fund (SCHI)	0.0	$115k	NEW	2.6k	44.49	View chart
Oneok Common Stocks (OKE)	0.0	$112k		1.4k	80.17	View chart
Archer Daniels Midland Common Stocks (ADM)	0.0	$112k		1.8k	62.81	View chart
Aberdeen Std Gold Etf Tr Physcl Gold Exchange Traded Fund (SGOL)	0.0	$112k	-75%	5.3k	21.24	View chart
Aristotle Funds Series Trust Strat Income I2 Mutual Fund (PLSFX)	0.0	$109k	NEW	10k	10.48	View chart
Pan American Silver Corp Common Stocks (PAAS)	0.0	$108k	-49%	7.2k	15.08	View chart
Union Pacific Corp Common Stocks (UNP)	0.0	$108k	+1312%	438.00	245.93	View chart
Aberdeen Standard Physical Palladium Shares Etf Exchange Traded Fund (PALL)	0.0	$106k	-49%	1.1k	93.52	View chart
Csx Corp Common Stocks (CSX)	0.0	$106k	+1472%	2.8k	37.07	View chart
Thornburg Investment Income Builder Fund Mutual Fund (TIBIX)	0.0	$104k	NEW	4.1k	25.16	View chart
Enphase Energy Common Stocks (ENPH)	0.0	$102k	-49%	840.00	120.98	View chart
Spdr S&p Aerospace & Defense Etf Exchange Traded Fund (XAR)	0.0	$99k	-75%	707.00	140.51	View chart
Becton Dickinson & Co Common Stocks (BDX)	0.0	$99k		400.00	247.45	View chart
Prudential Financial Common Stocks (PRU)	0.0	$99k	+22%	840.00	117.40	View chart
Occidental Petroleum Corp Common Stocks (OXY)	0.0	$96k		1.5k	64.99	View chart
Snap On Common Stocks (SNA)	0.0	$95k	+28%	319.00	296.22	View chart
Ares Capital Corp Common Stocks (ARCC)	0.0	$94k	+22%	4.5k	20.82	View chart
Graniteshares Platinum Tr Shs Ben Int Exchange Traded Fund (PLTM)	0.0	$94k	-49%	11k	8.84	View chart
Ishares Russell 1000 Growth Etf Exchange Traded Fund (IWF)	0.0	$93k	NEW	277.00	337.05	View chart
Bank New York Mellon Corp Common Stocks (BK)	0.0	$93k		1.6k	57.62	View chart
Fedex Corp Common Stocks (FDX)	0.0	$92k	+3070%	317.00	289.74	View chart
Qualcomm Common Stocks (QCOM)	0.0	$92k	+12%	542.00	169.30	View chart
Albemarle Corp Common Stocks (ALB)	0.0	$92k	-49%	696.00	131.74	View chart
Fidelity Tr 500 Index Ins Prem Mutual Fund (FXAIX)	0.0	$89k	NEW	487.00	183.10	View chart
Lyondellbasell Industries Nv - A - Common Stocks (LYB)	0.0	$86k	+41%	841.00	102.28	View chart
Vanguard Specialized Funds Div App Etf Exchange Traded Fund (VIG)	0.0	$83k	NEW	456.00	182.61	View chart
General Electric Common Stocks (GE)	0.0	$83k		473.00	175.53	View chart
Corning Common Stocks (GLW)	0.0	$82k	+33%	2.5k	32.95	View chart
Enbridge Common Stocks (ENB)	0.0	$80k	+24%	2.2k	36.18	View chart
Schwab Strategic Tr Schwab Fdt Us Lg Exchange Traded Fund (FNDX)	0.0	$80k	NEW	1.2k	67.39	View chart
Dow Common Stocks (DOW)	0.0	$80k		1.4k	57.93	View chart
Corteva Common Stocks (CTVA)	0.0	$79k		1.4k	57.67	View chart
Invesco Currencyshares Japanes Japanese Yen Exchange Traded Fund (FXY)	0.0	$78k	-79%	1.3k	61.23	View chart
Philip Morris Intl Common Stocks (PM)	0.0	$78k	+18%	854.00	91.62	View chart
Extra Space Storage REITS - usd (EXR)	0.0	$78k	+22%	528.00	147.00	View chart
Ventas Common Stocks (VTR)	0.0	$77k		1.8k	43.54	View chart
Chs Inc Red Pfd Ser3 Clb Preferred Stock (CHSCM)	0.0	$75k		3.0k	25.12	View chart
Proshares Tr K1 Fre Crd Oil Exchange Traded Fund (OILK)	0.0	$75k	-75%	1.6k	47.74	View chart
Invesco S&p 500 Equal Weight Etf Exchange Traded Fund (RSP)	0.0	$75k	NEW	440.00	169.37	View chart
Us Bancorp Del Common Stocks (USB)	0.0	$74k	+22%	1.7k	44.70	View chart
Ishares Russell 2000 Index Fund Exchange Traded Fund (IWM)	0.0	$74k	NEW	350.00	210.30	View chart
Du Pont E I De Nemours & Co Pfd $4.50 Preferred Stock (CTA.PB)	0.0	$73k		1.0k	73.33	View chart
Berkshire Hathaway Inc Del Cl B Common Stocks (BRK.B)	0.0	$73k		174.00	420.52	View chart
Duke Energy Corp Common Stocks (DUK)	0.0	$73k	-7%	756.00	96.71	View chart
Janus Inv Fund Global Equity Inm I Mutual Fund (HFQIX)	0.0	$72k	NEW	12k	6.22	View chart
Vanguard Value Etf Exchange Traded Fund (VTV)	0.0	$70k	NEW	432.00	162.86	View chart
Franklin Ca Tax Free Income Ca Tax Free Income A Mutual Fund (FKTFX)	0.0	$68k	NEW	9.9k	6.87	View chart
Vanguard Whitehall Fds High Div Yld Exchange Traded Fund (VYM)	0.0	$68k	NEW	558.00	120.99	View chart
Schwab Strategic Tr Intrm Trm Tres Exchange Traded Fund (SCHR)	0.0	$67k	NEW	1.4k	49.05	View chart
Schwab Strategic Tr Us Lrg Cap Etf Exchange Traded Fund (SCHX)	0.0	$65k	NEW	1.0k	62.06	View chart
Best Buy Common Stocks (BBY)	0.0	$64k	+22%	778.00	82.03	View chart
MPLX Common Stocks (MPLX)	0.0	$64k		1.5k	41.56	View chart
Schwab Strategic Tr Schwab Fdt Us Sc Exchange Traded Fund (FNDA)	0.0	$62k	NEW	1.1k	57.03	View chart
Schwab Strategic Tr Schwb Fdt Emk Lg Exchange Traded Fund (FNDE)	0.0	$60k	NEW	2.2k	27.76	View chart
Legg Mason Partners Equity Trust Clbr Div Strat Mutual Fund (SOPYX)	0.0	$60k	-4%	1.9k	31.03	View chart
Goldman Sachs Group Inc D 1/1000 Preferred Stock (GS.PD)	0.0	$59k		2.6k	22.93	View chart
Price T Rowe Health Sciences F Mutual Fund (PRHSX)	0.0	$56k	NEW	586.00	94.93	View chart
Financial Select Sector Spdr Fund Exchange Traded Fund (XLF)	0.0	$56k	NEW	1.3k	42.12	View chart
Bristol-myers Squibb Common Stocks (BMY)	0.0	$54k	+7%	1.0k	54.23	View chart
Ab Bond Fund Inc Income Fund Adviso Mutual Fund (ACGYX)	0.0	$53k	NEW	8.3k	6.41	View chart
Ishares Tr Us Aer Def Etf Exchange Traded Fund (ITA)	0.0	$53k		400.00	131.93	View chart
Schwab Strategic Tr Schwb Fdt Int Lg Exchange Traded Fund (FNDF)	0.0	$51k	NEW	1.4k	35.61	View chart
Kellanova Common Stocks (K)	0.0	$50k		865.00	57.29	View chart
Bce Common Stocks (BCE)	0.0	$49k		1.5k	33.98	View chart
Alexandria Real Estate Common Stocks (ARE)	0.0	$48k	+22%	374.00	128.91	View chart
Hershey Common Stocks (HSY)	0.0	$48k	+22%	245.00	194.50	View chart
Dodge & Cox Stock Fund Mutual Fund	0.0	$47k	+2%	184.00	257.47	View chart
T Rowe Price Cap Apprec Mutual Fund (PRWCX)	0.0	$46k	NEW	1.3k	35.66	View chart
Lvmh Moet Hennessy Louis Vuitton American Depositary Receipt (LVMUY)	0.0	$44k	NEW	241.00	181.03	View chart
Walgreens Boots Alliance Common Stocks (WBA)	0.0	$42k		1.9k	21.69	View chart
Schwab Strategic Tr Us Sml Cap Etf Exchange Traded Fund (SCHA)	0.0	$42k	NEW	846.00	49.24	View chart
Deere & Co Common Stocks (DE)	0.0	$41k	-9%	100.00	410.74	View chart
Schwab Strategic Tr Emrg Mkteq Etf Exchange Traded Fund (SCHE)	0.0	$40k	NEW	1.6k	25.25	View chart
T Rowe Price Intl Funds Inc Global Stock Fund Mutual Fund (PRGSX)	0.0	$37k	NEW	570.00	64.06	View chart
Nuveen Muni Cr Opportunities Fund Common Stocks (NMCO)	0.0	$35k	NEW	3.3k	10.57	View chart
Nuveen Dynamic Muni Opportuniti Common Stocks (NDMO)	0.0	$35k	NEW	3.2k	10.89	View chart
Kinder Morgan Common Stocks (KMI)	0.0	$35k	+88%	1.9k	18.34	View chart
Constellation Energy Corp Common Stocks (CEG)	0.0	$34k		183.00	184.85	View chart
Schwab Strategic Tr Intl Eqty Etf Exchange Traded Fund (SCHF)	0.0	$34k	NEW	865.00	39.02	View chart
Thermo Fisher Scientific Common Stocks (TMO)	0.0	$34k	+222%	58.00	581.21	View chart
Otis Worldwide Corp Common Stocks (OTIS)	0.0	$33k		335.00	99.27	View chart
Schwab Charles Family Fund Value Advantage Mutual Fund (SWVXX)	0.0	$32k	-83%	32k	1.00	View chart
Brookfield Infrastructure Corp Sb Vtg A Common Stocks (BIPC)	0.0	$32k	NEW	874.00	36.04	View chart
Vanguard International High Dividend Yield Etf Exchange Traded Fund (VYMI)	0.0	$31k	NEW	445.00	68.80	View chart
Schwab Strategic Tr Schwb Fdt Int Sc Exchange Traded Fund (FNDC)	0.0	$30k	NEW	849.00	35.47	View chart
Franklin Custodian Funds Dynatech Adv Mutual Fund (FDYZX)	0.0	$30k	NEW	187.00	160.30	View chart
Spdr Ser Tr Bloomberg Emergi Exchange Traded Fund (EBND)	0.0	$29k	NEW	1.4k	20.50	View chart
Doubleline Yield Opportunities Common Stocks (DLY)	0.0	$21k	NEW	1.3k	15.94	View chart
Exelon Corp Common Stocks (EXC)	0.0	$21k		550.00	37.57	View chart
Vanguard Small-cap Value Exchange Traded Fund (VBR)	0.0	$20k	NEW	106.00	191.88	View chart
Schwab Strategic Tr Intl Sceqt Etf Exchange Traded Fund (SCHC)	0.0	$20k	NEW	550.00	35.80	View chart
Schwab U.s. Tips Etf Exchange Traded Fund (SCHP)	0.0	$20k	NEW	375.00	52.15	View chart
Danaher Corporation Common Stocks (DHR)	0.0	$18k	NEW	73.00	249.73	View chart
Novo-nordisk As American Depositary Receipt (NVO)	0.0	$18k	NEW	141.00	128.40	View chart
Advanced Micro Devic Common Stocks (AMD)	0.0	$18k	+212%	100.00	180.49	View chart
Vf Corp Common Stocks (VFC)	0.0	$18k		1.2k	15.34	View chart
Block Common Stocks (SQ)	0.0	$17k	NEW	204.00	84.58	View chart
Chart Industries Common Stocks (GTLS)	0.0	$17k	NEW	100.00	164.72	View chart
Warner Brothers Discovery Inc Ser A Common Stocks (WBD)	0.0	$16k	+87%	1.9k	8.73	View chart
Leafly Holdings Common Stocks (LFLY)	0.0	$16k	NEW	5.5k	2.96	View chart
Baron Inv Funds Tr Discovery Inst Mutual Fund (BDFIX)	0.0	$16k	NEW	542.00	29.32	View chart
Ishares Tr Core S&p Mcp Etf Exchange Traded Fund (IJH)	0.0	$16k	+400%	255.00	60.78	View chart
Ge Healthcare Technologies Common Stocks (GEHC)	0.0	$14k		157.00	90.91	View chart
Tjx Cos Common Stocks (TJX)	0.0	$14k	-23%	137.00	101.42	View chart
T Rowe Price Blue Chip Growth Mutual Fund (TRBCX)	0.0	$13k	NEW	79.00	169.72	View chart
Janus Inv Fund Hendrson Forty I Mutual Fund	0.0	$13k	NEW	243.00	54.78	View chart
Ferrari Nv Common Stocks (RACE)	0.0	$13k	NEW	30.00	435.93	View chart
Vanguard World Fds Industrial Etf Exchange Traded Fund (VIS)	0.0	$13k	NEW	53.00	244.15	View chart
Accenture Plc Ireland Class A Common Stocks (ACN)	0.0	$13k	-63%	37.00	346.62	View chart
Asml Holding Nv Ny Registry American Depositary Receipt (ASML)	0.0	$13k	NEW	13.00	970.46	View chart
Tractor Supply Common Stocks (TSCO)	0.0	$13k	+200%	48.00	261.73	View chart
Lowes Cos Common Stocks (LOW)	0.0	$12k	+4%	46.00	257.17	View chart
Ishares Gold Tr Ishares Exchange Traded Fund (IAU)	0.0	$12k	NEW	276.00	42.01	View chart
Fidelity Investment Trust Emerg Mkt Mutual Fund (FEMKX)	0.0	$12k	NEW	305.00	37.63	View chart
Amphenol Corp Cl A Common Stocks (APH)	0.0	$11k	+3%	98.00	115.35	View chart
Balanced Pool Mutual Fund	0.0	$11k	NEW	137.00	80.53	View chart
Regeneron Pharmaceuticals Common Stocks (REGN)	0.0	$11k		11.00	962.45	View chart
Dbx Etf Tr Xtrack Intl Real Exchange Traded Fund (HAUZ)	0.0	$10k	NEW	478.00	21.65	View chart
Eaton Corp Common Stocks (ETN)	0.0	$10k	-49%	33.00	312.67	View chart
Pimco Etf Tr Enhan Shrt Ma Ac Exchange Traded Fund (MINT)	0.0	$10k	NEW	100.00	100.54	View chart
Cummins Common Stocks (CMI)	0.0	$10k	NEW	34.00	294.65	View chart
Kontoor Brands Common Stocks (KTB)	0.0	$10k		166.00	60.25	View chart
Waste Management Inc Del Common Stocks (WM)	0.0	$9.8k	NEW	46.00	213.15	View chart
Church & Dwight Common Stocks (CHD)	0.0	$9.6k	NEW	92.00	104.32	View chart
Jb Hunt Common Stocks (JBHT)	0.0	$9.6k	NEW	48.00	199.25	View chart
Schwab Strategic Tr Us Reit Etf Exchange Traded Fund (SCHH)	0.0	$9.1k	NEW	447.00	20.30	View chart
Clorox Common Stocks (CLX)	0.0	$9.0k	+210%	59.00	153.10	View chart
Canadian National Railway Common Stocks (CNI)	0.0	$9.0k	NEW	68.00	131.71	View chart
Xtrackers Usd High Yield Etf Exchange Traded Fund (HYLB)	0.0	$8.6k	NEW	240.00	35.71	View chart
Schwab Capital Trust Fundamental Us Large Co I Mutual Fund (SFLNX)	0.0	$8.4k		318.00	26.54	View chart
Cognizant Technology Common Stocks (CTSH)	0.0	$8.4k	NEW	114.00	73.29	View chart
Automatic Data Processing Common Stocks (ADP)	0.0	$8.2k	NEW	33.00	249.73	View chart
Marvell Technology Common Stocks (MRVL)	0.0	$8.2k	-91%	115.00	70.91	View chart
Zoetis Inc Cl A Common Stocks (ZTS)	0.0	$8.1k	-40%	48.00	168.81	View chart
Autodesk Common Stocks (ADSK)	0.0	$8.1k	+6%	31.00	260.42	View chart
Occidental Petroleum Corp Wt Exp 080327 Warrants (OXY.WS)	0.0	$7.9k		184.00	43.10	View chart
Federated Hermes Equity Funds Fh Kaufman Sm Is Mutual Fund (FKAIX)	0.0	$7.4k	NEW	145.00	51.36	View chart
Grainger W W Common Stocks (GWW)	0.0	$7.1k	NEW	7.00	1017.29	View chart
Baron Inv Funds Tr Opport Fund Inst Mutual Fund	0.0	$6.9k	NEW	159.00	43.47	View chart
Amdocs Common Stocks (DOX)	0.0	$6.9k	NEW	76.00	90.37	View chart
Oreilly Automotive Common Stocks (ORLY)	0.0	$6.8k		6.00	1128.83	View chart
Broadridge Financial Solutions Common Stocks (BR)	0.0	$6.8k	-5%	33.00	204.85	View chart
Air Prods & Chems Common Stocks (APD)	0.0	$6.5k	+170%	27.00	242.26	View chart
Laboratory Crp Of Amer Hldgs Common Stocks (LH)	0.0	$6.3k	NEW	29.00	218.45	View chart
F&g Annuities & Life Common Stocks (FG)	0.0	$6.2k		154.00	40.55	View chart
Genuine Parts Common Stocks (GPC)	0.0	$6.0k	NEW	39.00	154.92	View chart
Brighthouse Financial Common Stocks (BHF)	0.0	$6.0k		117.00	51.54	View chart
Price T Rowe Group Inc Ben Int Mutual Fund (PRGTX)	0.0	$6.0k	NEW	332.00	18.09	View chart
Schein Henry Common Stocks (HSIC)	0.0	$6.0k	NEW	79.00	75.52	View chart
Hormel Foods Corp Common Stocks (HRL)	0.0	$5.8k	NEW	167.00	34.89	View chart
Pg&e Corporation Common Stocks (PCG)	0.0	$5.8k	NEW	346.00	16.76	View chart
New World Fund Mutual Fund (NEWFX)	0.0	$5.8k	NEW	73.00	79.07	View chart
Aflac Common Stocks (AFL)	0.0	$5.6k		65.00	85.86	View chart
Firstenergy Corp Common Stocks (FE)	0.0	$5.6k	NEW	144.00	38.62	View chart
Technipfmc Common Stocks (FTI)	0.0	$5.1k	NEW	203.00	25.11	View chart
Cigna Group Common Stocks (CI)	0.0	$5.1k	-69%	14.00	363.21	View chart
Marathon Pete Corp Common Stocks (MPC)	0.0	$4.8k	NEW	24.00	201.50	View chart
Barrick Gold Corp Common Stocks (GOLD)	0.0	$4.8k	NEW	290.00	16.64	View chart
Williams Cos Common Stocks (WMB)	0.0	$4.8k	NEW	122.00	38.97	View chart
Franklin Custodian Funds Income Fund A1 Mutual Fund (FKINX)	0.0	$4.7k	NEW	2.0k	2.35	View chart
Norfolk Southern Corp Common Stocks (NSC)	0.0	$4.6k	NEW	18.00	254.89	View chart
Aes Corp Common Stocks (AES)	0.0	$4.5k	NEW	250.00	17.93	View chart
American Intl Group Common Stocks (AIG)	0.0	$4.4k	NEW	56.00	78.18	View chart
Henry Jack & Assoc Common Stocks (JKHY)	0.0	$4.2k	+26%	24.00	173.75	View chart
Southwest Airlines Common Stocks (LUV)	0.0	$4.1k	NEW	141.00	29.21	View chart
Pulte Group Common Stocks (PHM)	0.0	$4.1k		34.00	120.62	View chart
Kyndryl Holdings Common Stocks (KD)	0.0	$4.1k		187.00	21.76	View chart
Wk Kellogg Common Stocks (KLG)	0.0	$4.1k		216.00	18.80	View chart
Uranium Energy Common Stocks (UEC)	0.0	$4.1k	NEW	600.00	6.75	View chart
Elevance Health Common Stocks (ELV)	0.0	$3.7k	NEW	7.00	533.43	View chart
BP American Depositary Receipt (BP)	0.0	$3.6k	NEW	94.00	37.79	View chart
Baxter Intl Common Stocks (BAX)	0.0	$3.5k	NEW	83.00	42.73	View chart
Bjs Whsl Club Holdings Common Stocks (BJ)	0.0	$3.5k		46.00	75.65	View chart
Centene Corp Common Stocks (CNC)	0.0	$3.5k	NEW	44.00	78.48	View chart
Blackrock Common Stocks (BLK)	0.0	$3.3k	-60%	4.00	833.75	View chart
Gilead Sciences Common Stocks (GILD)	0.0	$3.3k		45.00	73.24	View chart
Fmc Corp Common Stocks (FMC)	0.0	$3.1k	NEW	49.00	63.69	View chart
Humana Common Stocks (HUM)	0.0	$3.1k	NEW	9.00	346.67	View chart
Fastenal Common Stocks (FAST)	0.0	$3.1k		40.00	77.15	View chart
Fox Corp Cl A Common Stocks (FOXA)	0.0	$3.0k	-51%	95.00	31.27	View chart
American Tower Corp REITS - usd (AMT)	0.0	$3.0k	NEW	15.00	197.60	View chart
Teradata Corp Common Stocks (TDC)	0.0	$2.9k	NEW	76.00	38.67	View chart
Anheuser-busch Inbev Sa Nv Sp American Depositary Receipt (BUD)	0.0	$2.9k	NEW	48.00	60.77	View chart
Wabtec Common Stocks (WAB)	0.0	$2.9k		20.00	145.70	View chart
Nestle Sa Sp American Depositary Receipt (NSRGY)	0.0	$2.7k	-41%	25.00	106.20	View chart
Viatris Common Stocks (VTRS)	0.0	$2.6k		219.00	11.94	View chart
Applied Materials Common Stocks (AMAT)	0.0	$2.5k	NEW	12.00	206.25	View chart
Onemain Holdings Common Stocks (OMF)	0.0	$2.4k	NEW	47.00	50.68	View chart
Bwx Technologies Common Stocks (BWXT)	0.0	$2.3k	NEW	23.00	101.43	View chart
Ebay Common Stocks (EBAY)	0.0	$2.3k	NEW	43.00	52.79	View chart
Littelfuse Common Stocks (LFUS)	0.0	$2.2k		9.00	242.33	View chart
Garmin Common Stocks (GRMN)	0.0	$2.1k	NEW	14.00	148.50	View chart
Qorvo Common Stocks (QRVO)	0.0	$2.1k		18.00	114.83	View chart
C H Robinson Worldwide Common Stocks (CHRW)	0.0	$2.1k	NEW	27.00	76.37	View chart
Constellation Brands Inc Cl A Common Stocks (STZ)	0.0	$2.0k	NEW	8.00	255.12	View chart
Molson Coors Brewing Common Stocks (TAP)	0.0	$2.0k		29.00	67.24	View chart
Star Bulk Carriers Corp Par Common Stocks (SBLK)	0.0	$1.9k	NEW	80.00	23.88	View chart
Organon & Co Common Stocks (OGN)	0.0	$1.9k		100.00	18.80	View chart
Versus Cap Multi-mangr Real Estate I Mutual Fund (VCMIX)	0.0	$1.8k	-29%	73.00	25.01	View chart
Fox Corp Cl B Common Stocks (FOX)	0.0	$1.8k		63.00	28.62	View chart
Kimberly-clark Corp Common Stocks (KMB)	0.0	$1.7k	NEW	13.00	133.23	View chart
Tyson Foods Inc Cl A Common Stocks (TSN)	0.0	$1.7k	NEW	29.00	57.86	View chart
Ark Innovation Etf Exchange Traded Fund (ARKK)	0.0	$1.7k		33.00	50.09	View chart
Altria Group Common Stocks (MO)	0.0	$1.6k	NEW	37.00	43.76	View chart
Scotts Miracle-gro Co Cl A Common Stocks (SMG)	0.0	$1.6k	-30%	21.00	75.24	View chart
Shopify Inc Cl A Common Stocks (SHOP)	0.0	$1.5k	NEW	20.00	77.15	View chart
Regency Centers Corp REITS - usd (REG)	0.0	$1.5k		25.00	60.56	View chart
Quest Diagnostics Common Stocks (DGX)	0.0	$1.5k	NEW	11.00	133.09	View chart
Primoris Services Corp Common Stocks (PRIM)	0.0	$1.3k	NEW	30.00	42.57	View chart
Subaru Corporation Common Stocks (FUJHF)	0.0	$1.2k	NEW	50.00	23.06	View chart
Atco Ltd Cl 1 Non Vtg Common Stocks (ACLLF)	0.0	$1.1k	NEW	40.00	27.90	View chart
Pimco Corporate & Income Oppor Exchange Traded Fund (PTY)	0.0	$1.1k	NEW	72.00	14.76	View chart
Embecta Corp Common Stocks (EMBC)	0.0	$1.1k		80.00	13.28	View chart
Chemours Common Stocks (CC)	0.0	$1.1k		40.00	26.25	View chart
Ammo Common Stocks (POWW)	0.0	$907.995000	NEW	330.00	2.75	View chart
Mercedes Benz Group Ag Reg Common Stocks (MBGAF)	0.0	$797.000000	NEW	10.00	79.70	View chart
Grayscale Bitcoin Tr Btc Exchange Traded Fund (GBTC)	0.0	$632.000000		10.00	63.20	View chart
Alibaba Group Holding Ltd Sp Ads American Depositary Receipt (BABA)	0.0	$433.999800	NEW	6.00	72.33	View chart
Atlantica Sustainable Infr Common Stocks (AY)	0.0	$370.000000	NEW	20.00	18.50	View chart
Paramount Global Class B Common Stocks (PARA)	0.0	$353.001000	NEW	30.00	11.77	View chart
Qurate Retail Inc Ser A Common Stocks (QRTEA)	0.0	$320.008000	NEW	260.00	1.23	View chart
Impala Platinum Holdings Sp American Depositary Receipt (IMPUY)	0.0	$211.000000	NEW	50.00	4.22	View chart
Paypal Holdings Common Stocks (PYPL)	0.0	$201.000000	-95%	3.00	67.00	View chart
Baird Funds Inc Inter Bond Inst Mutual Fund (BIMIX)	0.0	$105.000000	-98%	10.00	10.50	View chart
Abiomed Common Stocks	0.0	$32.001300	NEW	31.00	1.03	View chart
Invesco Ftse Rafi Emerging Markets Etf Exchange Traded Fund (PXH)	0.0	$19.000000	NEW	1.00	19.00	View chart
Angel Oak Funds Tr Multi Str Inst Mutual Fund (ANGIX)	0.0	$17.000000	-99%	2.00	8.50	View chart

Past Filings by Laffer Tengler Investments

SEC 13F filings are viewable for Laffer Tengler Investments going back to 2010

Laffer Tengler Investments 2024 Q1 filed May 15, 2024
Laffer Tengler Investments 2023 Q4 filed Feb. 8, 2024
Laffer Tengler Investments 2023 Q3 filed Nov. 14, 2023
Laffer Tengler Investments 2023 Q2 filed Aug. 14, 2023
Laffer Tengler Investments 2023 Q1 filed May 9, 2023
Laffer Tengler Investments 2022 Q4 filed Feb. 10, 2023
Laffer Tengler Investments 2022 Q3 filed Nov. 10, 2022
Laffer Tengler Investments 2022 Q2 filed Aug. 15, 2022
Laffer Tengler Investments 2022 Q1 filed May 13, 2022
Laffer Tengler Investments 2021 Q4 filed Feb. 11, 2022
Laffer Tengler Investments 2021 Q3 filed Nov. 16, 2021
Laffer Tengler Investments 2021 Q2 filed Aug. 16, 2021
Laffer Tengler Investments 2020 Q2 restated filed June 11, 2021
Laffer Tengler Investments 2020 Q3 restated filed June 11, 2021
Laffer Tengler Investments 2020 Q4 restated filed June 11, 2021
Laffer Tengler Investments 2021 Q1 filed May 17, 2021

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