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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, HD, CVX, LRCX, and represent 13.53% of Laffer Tengler Investments's stock portfolio.
Added to shares of these 10 stocks: AXP, New Mtn Fin Corp, Lumentum Hldgs, Jazz Investments I Ltd note 1.500% 8/1, NKE, Microchip Technology, MSFT, CWB, Two Hbrs Invt Corp, Dexcom.
Started 147 new stock positions in FTRLX, DKNG, Aon, NDAQ, QSR, ACMVX, PCAR, CVMIX, BSFIX, LPLA.
Reduced shares in these 10 stocks: On Semiconductor Corp note 1.625%10/1 (-$5.0M), CB, Nisource, BAC.PL, HD, WFC.PL, Pioneer Nat Res, IPG, APO.PA, Ford Mtr Co Del.
Sold out of its positions in AAGIY, ADYEY, ALSMY, AEP, ASHTY, AVA, CGEMY, UTF, CMPGY, CMI.
Laffer Tengler Investments was a net buyer of stock by $5.9M.
Laffer Tengler Investments has $376M in assets under management (AUM), dropping by 10.61%.
Central Index Key (CIK): 0001307878

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Portfolio Holdings for Laffer Tengler Investments

Laffer Tengler Investments holds 414 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corp Common Stocks (MSFT)	3.6	$14M	+5%	36k	376.04	View chart
Broadcom Common Stocks (AVGO)	3.3	$12M	+3%	11k	1116.25	View chart
Home Depot Common Stocks (HD)	2.3	$8.5M	-5%	25k	346.55	View chart
Chevron Corp Common Stocks (CVX)	2.2	$8.3M		55k	149.16	View chart
Lam Research Corp Common Stocks (LRCX)	2.2	$8.2M	+6%	11k	783.27	View chart
Mcdonalds Corp Common Stocks (MCD)	2.1	$7.9M	+5%	27k	296.51	View chart
Apple Common Stocks (AAPL)	2.1	$7.8M	+4%	41k	192.53	View chart
Johnson & Johnson Common Stocks (JNJ)	2.1	$7.8M	+4%	50k	156.74	View chart
American Express Common Stocks (AXP)	2.0	$7.7M	+80%	41k	187.34	View chart
Jpmorgan Chase & Co Common Stocks (JPM)	2.0	$7.6M	+5%	45k	170.10	View chart
Steel Dynamics Common Stocks (STLD)	1.9	$7.3M	+5%	62k	118.10	View chart
Abbvie Common Stocks (ABBV)	1.9	$7.2M	+6%	47k	154.97	View chart
Goldman Sachs Group Common Stocks (GS)	1.8	$6.7M	+7%	17k	385.78	View chart
Texas Instruments Common Stocks (TXN)	1.7	$6.5M	+7%	38k	170.46	View chart
Oracle Corp Common Stocks (ORCL)	1.7	$6.4M	+2%	61k	105.43	View chart
Public Storage REITS - usd (PSA)	1.7	$6.4M	+3%	21k	305.00	View chart
Wal-mart Common Stocks (WMT)	1.6	$6.1M	+5%	38k	157.65	View chart
Pnc Financial Services Group Common Stocks (PNC)	1.6	$5.9M	+9%	38k	154.85	View chart
Nxp Semiconductors Nv Common Stocks (NXPI)	1.5	$5.6M	+6%	24k	229.68	View chart
Illinois Tool Works Common Stocks (ITW)	1.5	$5.5M	+5%	21k	261.94	View chart
Eog Resources Common Stocks (EOG)	1.4	$5.4M	+4%	45k	120.95	View chart
Carrier Global Corporation Common Stocks (CARR)	1.4	$5.1M	+4%	89k	57.45	View chart
Medtronic Common Stocks (MDT)	1.4	$5.1M		62k	82.38	View chart
Pepsico Common Stocks (PEP)	1.3	$5.0M	+7%	29k	169.84	View chart
Starbucks Corp Common Stocks (SBUX)	1.3	$4.9M		51k	96.01	View chart
Pioneer Nat Res Convertible Bond	1.3	$4.8M	-8%	2.0k	2430.57	View chart
Amazon.com Common Stocks (AMZN)	1.2	$4.5M	+9%	30k	151.94	View chart
Cisco Systems Common Stocks (CSCO)	1.1	$4.2M		83k	50.52	View chart
Bank Of America Corp Convertible Preferred Stock (BAC.PL)	1.1	$4.2M	-11%	3.4k	1219.92	View chart
L3harris Technologies Common Stocks (LHX)	1.1	$4.0M	+9%	19k	210.62	View chart
Palo Alto Networks Common Stocks (PANW)	1.1	$4.0M	+10%	13k	294.88	View chart
Wells Fargo Co Perp Conv Pfd A Convertible Preferred Stock (WFC.PL)	1.0	$3.9M	-9%	3.3k	1193.00	View chart
Servicenow Common Stocks (NOW)	1.0	$3.9M	+10%	5.5k	706.49	View chart
United Parcel Service Inc Cl B Common Stocks (UPS)	1.0	$3.8M	+2%	24k	157.23	View chart
Emerson Electric Common Stocks (EMR)	1.0	$3.8M	+9%	39k	97.33	View chart
Apollo Global Mgmt Inc Ser A Mand Cnv Convertible Preferred Stock (APO.PA)	1.0	$3.8M	-8%	68k	56.19	View chart
Rtx Corporation Common Stocks (RTX)	1.0	$3.7M	+2%	44k	84.14	View chart
Ares Capital Corp Convertible Bond	1.0	$3.7M	-8%	3.5k	1066.39	View chart
Ishares Treasury Floating Rate Bond Etf Exchange Traded Fund (TFLO)	0.9	$3.6M	-3%	71k	50.47	View chart
Procter And Gamble Common Stocks (PG)	0.9	$3.4M	+3%	23k	146.54	View chart
Dexcom Convertible Bond	0.9	$3.3M	+24%	3.2k	1046.19	View chart
Nrg Energy Convertible Bond	0.9	$3.3M	-8%	2.5k	1293.80	View chart
Western Digital Corp. Convertible Bond	0.8	$3.2M	+10%	3.2k	1008.44	View chart
Blackstone Mortgage Trust Convertible Bond	0.8	$3.0M	-8%	3.2k	938.05	View chart
Jazz Investments I Convertible Bond	0.8	$3.0M	+51%	3.0k	981.98	View chart
Microchip Technology Convertible Bond	0.8	$3.0M	+47%	2.7k	1093.07	View chart
Prospect Cap Corp Convertible Bond	0.8	$3.0M	-9%	2.9k	1039.91	View chart
Two Harbors Inventment Corp Convertible Bond	0.8	$2.9M	+31%	3.0k	987.77	View chart
Honeywell Intl Common Stocks (HON)	0.8	$2.9M	+23%	14k	209.71	View chart
Ford Mtr Co Del Convertible Bond	0.8	$2.8M	-11%	2.9k	995.72	View chart
Chipotle Mexican Grill Common Stocks (CMG)	0.8	$2.8M	+11%	1.2k	2286.96	View chart
New Mountain Finance Corp Convertible Bond	0.7	$2.8M	NEW	2.6k	1052.65	View chart
Booking Holdings Convertible Bond	0.7	$2.8M	-8%	1.5k	1889.88	View chart
Southwest Airls Convertible Bond	0.7	$2.7M	-11%	2.7k	1017.02	View chart
Costco Wholesale Corp Common Stocks (COST)	0.7	$2.7M	+9%	4.1k	660.08	View chart
Nice Convertible Bond	0.7	$2.6M	-8%	2.8k	947.32	View chart
Splunk Convertible Bond	0.7	$2.5M	-8%	2.3k	1110.18	View chart
Starwood Ppty Tr Convertible Bond	0.7	$2.5M	-9%	2.2k	1148.76	View chart
Tyler Tex Indpt Sch Dist Convertible Bond	0.7	$2.5M	-8%	2.4k	1014.71	View chart
Akamai Technologies Convertible Bond	0.6	$2.4M	-9%	2.2k	1119.96	View chart
Alphabet Inc Cap Stock Cl A Common Stocks (GOOGL)	0.6	$2.3M	+34%	17k	139.69	View chart
Diamondback Energy Common Stocks (FANG)	0.6	$2.3M	+10%	15k	155.08	View chart
Lumentum Hldgs Convertible Bond	0.6	$2.2M	+119%	2.4k	893.08	View chart
Block Convertible Bond	0.6	$2.2M	-8%	2.2k	980.24	View chart
Enphase Energy Convertible Bond	0.6	$2.1M	-11%	2.3k	915.92	View chart
Xylem Common Stocks (XYL)	0.6	$2.1M	+11%	18k	114.36	View chart
Adobe Systems Incorporated Common Stocks (ADBE)	0.6	$2.1M	+14%	3.5k	596.60	View chart
Parsons Corp Del Convertible Bond	0.5	$2.0M	-8%	1.4k	1435.29	View chart
Equinix REITS - usd (EQIX)	0.5	$2.0M	+14%	2.4k	805.41	View chart
Aes Corp 02/15/24 Convertible Preferred Stock	0.5	$1.9M	-15%	25k	75.84	View chart
Halozyme Therapeutics Convertible Bond	0.5	$1.9M	-8%	2.2k	866.73	View chart
Lululemon Common Stocks (LULU)	0.5	$1.8M	+13%	3.6k	511.29	View chart
Invesco Actively Managed Etf Var Rate Invt Exchange Traded Fund (VRIG)	0.5	$1.8M	-3%	71k	24.99	View chart
Vaneck Etf Tr Exchange Traded Fund (FLTR)	0.5	$1.8M	-3%	70k	25.15	View chart
Ugi Corp Unit 06/01/24 Convertible Preferred Stock (UGIC)	0.5	$1.7M	-15%	30k	58.65	View chart
Tesla Common Stocks (TSLA)	0.5	$1.7M	+6%	6.9k	248.48	View chart
Bofa Fin Convertible Bond	0.4	$1.6M		1.5k	1087.75	View chart
Salesforce.com Common Stocks (CRM)	0.4	$1.6M	+10%	6.2k	263.14	View chart
Spotify Technology Sa Common Stocks (SPOT)	0.4	$1.6M	+13%	8.6k	187.91	View chart
Jacobs Solutions Common Stocks (J)	0.4	$1.6M	+8%	12k	129.80	View chart
Winnebago Inds Convertible Bond	0.4	$1.6M	-9%	1.2k	1262.11	View chart
Uber Technologies Common Stocks (UBER)	0.4	$1.4M	+8%	23k	61.57	View chart
Visa Inc Cl A Common Stocks (V)	0.3	$1.3M	+13%	5.0k	260.35	View chart
Ishares Tr 0-5yr Hi Yl Cp Exchange Traded Fund (SHYG)	0.3	$1.2M	-3%	30k	42.22	View chart
Amg Capital Tr Ii 5.15 Conv P Convertible Preferred Stock (AATRL)	0.3	$1.2M	-10%	25k	49.46	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Exchange Traded Fund (IGSB)	0.3	$1.1M	+24%	22k	51.27	View chart
Ishares 0-5 Year Investment Grade Corporate Bond Exchange Traded Fund (SLQD)	0.3	$1.1M	+25%	23k	49.20	View chart
Comcast Corp Cl A Common Stocks (CMCSA)	0.3	$1.0M	+2%	24k	43.85	View chart
Nike Inc Cl B Common Stocks (NKE)	0.3	$978k	NEW	9.0k	108.57	View chart
Expedia Group Convertible Bond	0.3	$972k	-8%	1.0k	947.96	View chart
Palo Alto Networks Convertible Bond	0.3	$964k	-18%	325.00	2964.91	View chart
Nvidia Corporation Common Stocks (NVDA)	0.2	$769k	+2%	1.6k	495.22	View chart
Ishares S&p 500 Growth Etf Exchange Traded Fund (IVW)	0.2	$746k		9.9k	75.10	View chart
Spdr Barclays Convertible Securities Etf Exchange Traded Fund (CWB)	0.2	$726k	NEW	10k	72.15	View chart
Spdr S&p 500 Etf Exchange Traded Fund (SPY)	0.2	$719k	+4%	1.5k	475.31	View chart
Bentley Sys Convertible Bond	0.2	$693k	-18%	698.00	993.39	View chart
Jpmorgan Equity Premium Income Etf Exchange Traded Fund (JEPI)	0.2	$662k	-18%	12k	54.98	View chart
Stryker Corporation Common Stocks (SYK)	0.2	$646k		2.2k	299.46	View chart
Southern Copper Corp Common Stocks (SCCO)	0.2	$636k	-5%	7.4k	86.07	View chart
Blackrock Short Maturity Bond Etf Exchange Traded Fund (NEAR)	0.2	$594k	+24%	12k	50.52	View chart
Brookfield Asset Managmt Ltd Cl A Lmt Vtg Common Stocks (BAM)	0.1	$561k	+11%	14k	40.17	View chart
Amgen Common Stocks (AMGN)	0.1	$531k	-3%	1.8k	287.98	View chart
Linde Common Stocks (LIN)	0.1	$501k	+12%	1.2k	410.71	View chart
Alphabet Inc Cap Stock Cl C Common Stocks (GOOG)	0.1	$500k	+2%	3.5k	140.93	View chart
Freeport-mcmoran Inc Cl B Common Stocks (FCX)	0.1	$458k	+2%	11k	42.57	View chart
Quanta Services Common Stocks (PWR)	0.1	$452k	+9%	2.1k	215.80	View chart
Aberdeen Std Gold Etf Tr Physcl Gold Exchange Traded Fund (SGOL)	0.1	$430k	-18%	22k	19.74	View chart
Kraneshares Tr Global Carb Stra Exchange Traded Fund (KRBN)	0.1	$422k	+13%	12k	36.49	View chart
Invesco Currencyshares Japanes Japanese Yen Exchange Traded Fund (FXY)	0.1	$415k	-18%	6.3k	65.81	View chart
Spdr S&p Aerospace & Defense Etf Exchange Traded Fund (XAR)	0.1	$395k	-18%	2.9k	135.42	View chart
Chubb Common Stocks (CB)	0.1	$381k	-89%	1.7k	226.00	View chart
General Mills Common Stocks (GIS)	0.1	$368k		5.7k	65.14	View chart
First Solar Common Stocks (FSLR)	0.1	$364k		2.1k	172.28	View chart
Target Corp Common Stocks (TGT)	0.1	$346k		2.4k	142.42	View chart
Conocophillips Common Stocks (COP)	0.1	$331k	+2%	2.8k	116.07	View chart
Teck Resources Ltd Cl B Common Stocks (TECK)	0.1	$330k	+2%	7.8k	42.27	View chart
PARAMOUNT GLOBAL 5.75 percent CONV PFD A Convertible Preferred Stock (PARAP)	0.1	$318k	-11%	17k	18.69	View chart
Intel Corp Common Stocks (INTC)	0.1	$314k		6.2k	50.25	View chart
Teucrium Commodity Tr Corn Exchange Traded Fund (CORN)	0.1	$313k	-18%	15k	21.57	View chart
United Sts 12 Month Nat Gas Fd Unit Ben Int Exchange Traded Fund (UNL)	0.1	$309k	-18%	36k	8.58	View chart
Exxon Mobile Corp Common Stocks (XOM)	0.1	$306k	+2%	3.1k	99.98	View chart
Colgate Palmolive Common Stocks (CL)	0.1	$279k		3.5k	79.71	View chart
Charles Schwab Corp Common Stocks (SCHW)	0.1	$277k		4.0k	68.80	View chart
Unitedhealth Group Common Stocks (UNH)	0.1	$275k	+6%	523.00	526.47	View chart
Proshares Tr K1 Fre Crd Oil Exchange Traded Fund (OILK)	0.1	$274k	-18%	6.5k	42.10	View chart
Caterpillar Common Stocks (CAT)	0.1	$261k		881.00	295.67	View chart
Progressive Corp Common Stocks (PGR)	0.1	$250k	+2%	1.6k	159.28	View chart
Wheaton Precious Metals Corp Common Stocks (WPM)	0.1	$249k	+2%	5.0k	49.34	View chart
Disney Walt Common Stocks (DIS)	0.1	$243k	+2%	2.7k	90.29	View chart
Abbott Laboratories Common Stocks (ABT)	0.1	$235k	+2%	2.1k	110.07	View chart
Travelers Companies Common Stocks (TRV)	0.1	$232k		1.2k	190.49	View chart
Pan American Silver Corp Common Stocks (PAAS)	0.1	$231k		14k	16.33	View chart
Metlife Common Stocks (MET)	0.1	$230k		3.5k	66.13	View chart
Aberdeen Standard Physical Palladium Shares Etf Exchange Traded Fund (PALL)	0.1	$227k		2.2k	101.09	View chart
Enphase Energy Common Stocks (ENPH)	0.1	$218k	+18%	1.6k	132.14	View chart
Darden Restaurants Common Stocks (DRI)	0.1	$216k	-5%	1.3k	164.30	View chart
Mondelez Intl Inc Cl A Common Stocks (MDLZ)	0.1	$216k		3.0k	72.43	View chart
S&p Global Common Stocks (SPGI)	0.1	$215k	+5%	489.00	440.52	View chart
Intuitive Surgical Common Stocks (ISRG)	0.1	$213k	+2%	632.00	337.36	View chart
Vici Properties REITS - usd (VICI)	0.1	$213k		6.7k	31.88	View chart
Vanguard Growth Etf Exchange Traded Fund (VUG)	0.1	$210k		676.00	310.88	View chart
Ishares Msci France Etf Exchange Traded Fund (EWQ)	0.1	$208k	+19%	5.3k	39.18	View chart
Coca-cola Common Stocks (KO)	0.1	$206k	-13%	3.5k	58.93	View chart
Graniteshares Platinum Tr Shs Ben Int Exchange Traded Fund (PLTM)	0.1	$202k		21k	9.65	View chart
Schwab Charles Family Fund Value Advantage Mutual Fund (SWVXX)	0.1	$200k	NEW	200k	1.00	View chart
Albemarle Corp Common Stocks (ALB)	0.1	$199k		1.4k	144.48	View chart
Boeing Common Stocks (BA)	0.0	$188k		721.00	260.66	View chart
Southern Company Common Stocks (SO)	0.0	$188k	+2%	2.7k	70.12	View chart
Franklin Ftse United Kingdom Etf Exchange Traded Fund (FLGB)	0.0	$184k	+19%	7.3k	25.15	View chart
Ishares Inc Msci South Korea Indx Exchange Traded Fund (EWY)	0.0	$180k	+19%	2.7k	65.53	View chart
3M Common Stocks (MMM)	0.0	$178k	-12%	1.6k	109.32	View chart
Lockheed Martin Corp Common Stocks (LMT)	0.0	$175k		387.00	453.24	View chart
Ishares Msci Australia Index Exchange Traded Fund (EWA)	0.0	$174k	+19%	7.1k	24.34	View chart
Ishares Msci India Index Etf Exchange Traded Fund (INDA)	0.0	$170k	+19%	3.5k	48.81	View chart
Ishares Msci Canada Etf Exchange Traded Fund (EWC)	0.0	$168k	+19%	4.6k	36.68	View chart
Bank Of America Corp Common Stocks (BAC)	0.0	$163k	+4%	4.8k	33.67	View chart
Cvs Health Corp Common Stocks (CVS)	0.0	$163k	+44%	2.1k	78.98	View chart
Pfizer Common Stocks (PFE)	0.0	$161k	+3%	5.6k	28.79	View chart
Intl Business Machines Common Stocks (IBM)	0.0	$154k		943.00	163.55	View chart
Fidelity Inst Cash Portfolios Mmkt Cl I Mutual Fund (FMPXX)	0.0	$151k		151k	1.00	View chart
Nrg Energy Common Stocks (NRG)	0.0	$151k		2.9k	51.70	View chart
Blackstone Common Stocks (BX)	0.0	$149k	+3%	1.1k	130.92	View chart
Bunge Global Sa Common Stocks (BG)	0.0	$147k	NEW	1.5k	100.95	View chart
Brookfield Infrast Partners Common Stocks (BIP)	0.0	$146k		4.7k	31.49	View chart
Dupont De Nemours Common Stocks (DD)	0.0	$140k	+2%	1.8k	76.93	View chart
Vaneck Etf Trust Vaneck Vietnam Exchange Traded Fund (VNM)	0.0	$139k	+19%	11k	12.92	View chart
Verizon Communications Common Stocks (VZ)	0.0	$137k		3.6k	37.70	View chart
Baird Funds Inc Aggr Bond Fund Ins Mutual Fund (BAGIX)	0.0	$136k	NEW	14k	9.86	View chart
Blackrock Funds V Core Bond Inst Mutual Fund (BFMCX)	0.0	$135k	NEW	16k	8.38	View chart
Nextera Energy Common Stocks (NEE)	0.0	$134k		2.2k	60.74	View chart
Simon Ppty Group REITS - usd (SPG)	0.0	$134k		936.00	142.64	View chart
Archer Daniels Midland Common Stocks (ADM)	0.0	$129k		1.8k	72.22	View chart
Wec Energy Group Common Stocks (WEC)	0.0	$123k	+2%	1.5k	84.17	View chart
Merck & Co Common Stocks (MRK)	0.0	$119k	+8%	1.1k	109.02	View chart
Capital One Finl Corp Common Stocks (COF)	0.0	$117k		892.00	131.12	View chart
Fidelity National Financial In Fnf Group Common Stocks (FNF)	0.0	$116k		2.3k	51.02	View chart
Fifth Third Bancorp Common Stocks (FITB)	0.0	$115k		3.3k	34.49	View chart
Mccormick & Co Inc Non Vtg Common Stocks (MKC)	0.0	$114k		1.7k	68.42	View chart
Principal Financial Group Common Stocks (PFG)	0.0	$110k		1.4k	78.67	View chart
Blackrock Large Cap Ser Funds In Event Driven Eq Mutual Fund (BILPX)	0.0	$99k	NEW	9.9k	9.99	View chart
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)	0.0	$99k	+43%	207.00	477.63	View chart
Oneok Common Stocks (OKE)	0.0	$98k		1.4k	70.22	View chart
Becton Dickinson & Co Common Stocks (BDX)	0.0	$98k	-26%	400.00	243.83	View chart
Wells Fargo Common Stocks (WFC)	0.0	$94k		1.9k	49.22	View chart
Eaton Vance Global Macro Absol Global Mac Adv R6 Mutual Fund (EGRSX)	0.0	$90k	NEW	9.0k	10.02	View chart
Ventas Common Stocks (VTR)	0.0	$89k		1.8k	49.84	View chart
Occidental Petroleum Corp Common Stocks (OXY)	0.0	$88k		1.5k	59.71	View chart
Marvell Technology Common Stocks (MRVL)	0.0	$84k		1.4k	60.31	View chart
Bank New York Mellon Corp Common Stocks (BK)	0.0	$84k		1.6k	52.05	View chart
Angel Oak Funds Tr Multi Str Inst Mutual Fund (ANGIX)	0.0	$82k	+482600%	9.7k	8.47	View chart
Duke Energy Corp Common Stocks (DUK)	0.0	$79k	+8%	817.00	97.04	View chart
Morgan Stanley Common Stocks (MS)	0.0	$79k	+13%	845.00	93.25	View chart
Dow Common Stocks (DOW)	0.0	$75k		1.4k	54.84	View chart
Chs Inc Red Pfd Ser3 Clb Preferred Stock (CHSCM)	0.0	$74k		3.0k	24.63	View chart
Ares Capital Corp Common Stocks (ARCC)	0.0	$73k		3.7k	20.03	View chart
Snap On Common Stocks (SNA)	0.0	$72k		248.00	288.84	View chart
Prudential Financial Common Stocks (PRU)	0.0	$71k		687.00	103.71	View chart
Ishares Tr Rus 1000 Etf Exchange Traded Fund (IWB)	0.0	$70k		266.00	262.26	View chart
At&t Common Stocks (T)	0.0	$70k	-25%	4.2k	16.78	View chart
Du Pont E I De Nemours & Co Pfd $4.50 Preferred Stock (CTA.PB)	0.0	$70k		1.0k	69.47	View chart
Qualcomm Common Stocks (QCOM)	0.0	$69k	+8%	480.00	144.63	View chart
Streettracks Gold Exchange Traded Fund (GLD)	0.0	$69k		363.00	191.17	View chart
Extra Space Storage REITS - usd (EXR)	0.0	$69k		432.00	160.33	View chart
Ishares Russell 3000 Etf Exchange Traded Fund (IWV)	0.0	$69k		251.00	273.74	View chart
Philip Morris Intl Common Stocks (PM)	0.0	$68k	+9%	723.00	94.08	View chart
Corteva Common Stocks (CTVA)	0.0	$66k		1.4k	47.92	View chart
Enbridge Common Stocks (ENB)	0.0	$64k		1.8k	36.02	View chart
Berkshire Hathaway Inc Del Cl B Common Stocks (BRK.B)	0.0	$62k	-50%	174.00	356.66	View chart
Ishares Tr Us Treas Bd Etf Exchange Traded Fund (GOVT)	0.0	$61k	NEW	2.6k	23.04	View chart
General Electric Common Stocks (GE)	0.0	$60k		473.00	127.63	View chart
Us Bancorp Del Common Stocks (USB)	0.0	$59k		1.4k	43.28	View chart
Legg Mason Partners Equity Trust Clbr Div Strat Mutual Fund (SOPYX)	0.0	$58k	+6%	2.0k	28.95	View chart
Corning Common Stocks (GLW)	0.0	$57k		1.9k	30.45	View chart
Bce Common Stocks (BCE)	0.0	$57k		1.5k	39.38	View chart
Lyondellbasell Industries Nv - A - Common Stocks (LYB)	0.0	$57k		594.00	95.08	View chart
MPLX Common Stocks (MPLX)	0.0	$56k		1.5k	36.72	View chart
Goldman Sachs Group Inc D 1/1000 Preferred Stock (GS.PD)	0.0	$56k		2.6k	21.64	View chart
Ishares Tr Dow Jones Us Etf Exchange Traded Fund (IYY)	0.0	$51k		438.00	116.53	View chart
Walgreens Boots Alliance Common Stocks (WBA)	0.0	$51k		1.9k	26.11	View chart
Ishares Tr Us Aer Def Etf Exchange Traded Fund (ITA)	0.0	$51k		400.00	126.60	View chart
Best Buy Common Stocks (BBY)	0.0	$50k	-4%	634.00	78.28	View chart
Wcm Focused Growth Inst Mutual Fund (WCMIX)	0.0	$49k	NEW	2.2k	22.76	View chart
Kellanova Common Stocks (K)	0.0	$48k		865.00	55.91	View chart
Ishares Tr Us Consum Discre Exchange Traded Fund (IYC)	0.0	$48k		636.00	75.77	View chart
Bristol-myers Squibb Common Stocks (BMY)	0.0	$48k		930.00	51.31	View chart
American Beacon Funds Ahl Mng Inst Mutual Fund (AHLIX)	0.0	$48k	NEW	4.8k	9.91	View chart
Stanley Black & Decker Common Stocks (SWK)	0.0	$47k		482.00	98.10	View chart
Deere & Co Common Stocks (DE)	0.0	$44k	+11%	111.00	399.87	View chart
Dodge & Cox Stock Fund Mutual Fund	0.0	$44k	NEW	180.00	243.43	View chart
Ishares Dow Jones Us Consumer Goods Fund Exchange Traded Fund (IYK)	0.0	$43k		225.00	191.71	View chart
Ishares Tr Msci Intl Qualty Exchange Traded Fund (IQLT)	0.0	$43k	NEW	1.1k	37.56	View chart
Prudential Inv Portfolio Inc 17 Pgim Tr Bond Cl Mutual Fund (PTRQX)	0.0	$42k	NEW	3.5k	12.06	View chart
Federated Total Return Ser In Fh Total Return R6 Mutual Fund (FTRLX)	0.0	$42k	NEW	4.4k	9.58	View chart
Alexandria Real Estate Common Stocks (ARE)	0.0	$39k		305.00	126.77	View chart
Hershey Common Stocks (HSY)	0.0	$37k		200.00	186.44	View chart
Accenture Plc Ireland Class A Common Stocks (ACN)	0.0	$36k	+142%	102.00	350.91	View chart
Financial Invs Tr Os G&inc Inst Mutual Fund (SIGIX)	0.0	$35k	NEW	2.7k	12.68	View chart
Wisdomtree Tr Floatng Rat Trea Exchange Traded Fund (USFR)	0.0	$33k		665.00	50.24	View chart
Otis Worldwide Corp Common Stocks (OTIS)	0.0	$30k		335.00	89.47	View chart
Touchstone Funds Group Tr Mid Cap Fund Cl R6 Mutual Fund (TMPRX)	0.0	$26k	NEW	492.00	52.43	View chart
Manager Directed Portfolios Spyglass Inst Mutual Fund (SPYGX)	0.0	$26k	NEW	1.8k	14.54	View chart
Dimensional International Value Etf Common Stocks (DFIV)	0.0	$24k	NEW	695.00	34.36	View chart
Longleaf Partners Funds Tr Intl Fund Mutual Fund (LLINX)	0.0	$23k	NEW	1.5k	15.92	View chart
Touchstone Snd Emerg Mkt Gw R6 Mutual Fund (TSRMX)	0.0	$23k	NEW	1.7k	14.02	View chart
Managed Portfolio Series Nuance Mid Z Mutual Fund (NMVZX)	0.0	$23k	NEW	1.8k	12.65	View chart
Lilly Eli & Co Common Stocks (LLY)	0.0	$23k	NEW	39.00	582.92	View chart
Etf Opportunities Trust Laffer Ten Eq In Exchange Traded Fund (TGLR)	0.0	$22k	+44%	888.00	25.27	View chart
Vf Corp Common Stocks (VFC)	0.0	$22k		1.2k	18.80	View chart
Advisors Ser Tr Pzena Emg Mk Ins Mutual Fund (PZIEX)	0.0	$22k	NEW	1.8k	12.19	View chart
Constellation Energy Corp Common Stocks (CEG)	0.0	$21k		183.00	116.89	View chart
Exelon Corp Common Stocks (EXC)	0.0	$20k		550.00	35.90	View chart
Meta Plateforms Common Stocks (META)	0.0	$20k	NEW	55.00	353.96	View chart
Wasatch Funds Tr Int Opport Inst Mutual Fund (WIIOX)	0.0	$18k	NEW	5.7k	3.17	View chart
Kinder Morgan Common Stocks (KMI)	0.0	$18k		1.0k	17.64	View chart
Federated Total Return Ser In Fh Tl Rtn Bond Fun Mutual Fund (FTRBX)	0.0	$18k	NEW	1.8k	9.58	View chart
Harris Assoc Inv Tr Oakmark Inst R6 Mutual Fund (OAZEX)	0.0	$17k	NEW	891.00	19.44	View chart
Tjx Cos Common Stocks (TJX)	0.0	$17k	NEW	179.00	93.81	View chart
Ishares S&p Smallcap 600 Grwoth Index Fund Exchange Traded Fund (IJT)	0.0	$16k	NEW	127.00	125.14	View chart
Zoetis Inc Cl A Common Stocks (ZTS)	0.0	$16k	NEW	80.00	197.38	View chart
Mastercard Common Stocks (MA)	0.0	$16k	NEW	37.00	426.51	View chart
Eaton Corp Common Stocks (ETN)	0.0	$16k	NEW	65.00	240.82	View chart
Advisors Inner Circle Fund Lsv Small Cap Value Mutual Fund (LSVQX)	0.0	$15k	NEW	842.00	18.12	View chart
Ishares Tr Core S&p Mcp Etf Exchange Traded Fund (IJH)	0.0	$14k	NEW	51.00	278.10	View chart
Cigna Group Common Stocks (CI)	0.0	$14k	NEW	46.00	299.46	View chart
Tributary Funds Inc Sm Inst Mutual Fund (FOSBX)	0.0	$13k	NEW	438.00	29.79	View chart
Invesco Qqq Trust Exchange Traded Fund (QQQ)	0.0	$13k	NEW	32.00	405.28	View chart
Ge Healthcare Technologies Common Stocks (GEHC)	0.0	$12k		157.00	77.32	View chart
Cintas Corp Common Stocks (CTAS)	0.0	$12k	NEW	19.00	602.68	View chart
Warner Brothers Discovery Inc Ser A Common Stocks (WBD)	0.0	$11k	-23%	1.0k	11.38	View chart
Kontoor Brands Common Stocks (KTB)	0.0	$10k		166.00	62.42	View chart
Lowes Cos Common Stocks (LOW)	0.0	$9.8k	+144%	44.00	222.55	View chart
Regeneron Pharmaceuticals Common Stocks (REGN)	0.0	$9.7k		11.00	878.27	View chart
Thermo Fisher Scientific Common Stocks (TMO)	0.0	$9.6k	NEW	18.00	530.78	View chart
Prologis REITS - usd (PLD)	0.0	$9.5k	NEW	71.00	133.30	View chart
Amphenol Corp Cl A Common Stocks (APH)	0.0	$9.4k	+295%	95.00	99.13	View chart
Eaton Vance Worldwide Health Sciences I Mutual Fund (EIHSX)	0.0	$8.8k	+2%	649.00	13.53	View chart
Zebra Technologies Corporation Cl A Common Stocks (ZBRA)	0.0	$8.5k	NEW	31.00	273.32	View chart
Delaware Equity Funds Ii Value Fund Inst Mutual Fund (DDVIX)	0.0	$8.2k	NEW	488.00	16.76	View chart
Intuit Common Stocks (INTU)	0.0	$8.1k	NEW	13.00	625.00	View chart
Blackrock Common Stocks (BLK)	0.0	$8.1k	+233%	10.00	811.80	View chart
Fiserv Common Stocks (FI)	0.0	$7.8k	NEW	59.00	132.85	View chart
Lord Abbett Inv Tr Total Return Fund I Mutual Fund (LTRYX)	0.0	$7.8k	NEW	882.00	8.84	View chart
Schwab Capital Trust Fundamental Us Large Co I Mutual Fund (SFLNX)	0.0	$7.7k	NEW	318.00	24.27	View chart
Icon Common Stocks (ICLR)	0.0	$7.6k	NEW	27.00	283.07	View chart
Union Pacific Corp Common Stocks (UNP)	0.0	$7.6k	NEW	31.00	245.61	View chart
Sherwin Williams Common Stocks (SHW)	0.0	$7.5k	NEW	24.00	311.92	View chart
Broadridge Financial Solutions Common Stocks (BR)	0.0	$7.2k	NEW	35.00	205.74	View chart
Occidental Petroleum Corp Wt Exp 080327 Warrants (OXY.WS)	0.0	$7.2k		184.00	38.93	View chart
Markel Group Common Stocks (MKL)	0.0	$7.1k	NEW	5.00	1420.00	View chart
Booking Holdings Common Stocks (BKNG)	0.0	$7.1k	NEW	2.00	3547.00	View chart
F&g Annuities & Life Common Stocks (FG)	0.0	$7.1k		154.00	46.00	View chart
Autodesk Common Stocks (ADSK)	0.0	$7.1k	NEW	29.00	243.48	View chart
Restaurant Brands Intl Common Stocks (QSR)	0.0	$7.0k	NEW	90.00	78.13	View chart
Mckesson Corp Common Stocks (MCK)	0.0	$6.9k	NEW	15.00	463.00	View chart
Ishares Lehman 7-10 Tr Exchange Traded Fund (IEF)	0.0	$6.9k	NEW	72.00	96.39	View chart
Cooper Cos Common Stocks	0.0	$6.8k	NEW	18.00	378.44	View chart
Prudential Inv Portfolios Inc Pigm Jns Growth Z Mutual Fund (PJFZX)	0.0	$6.6k	NEW	112.00	58.54	View chart
Baird Funds Inc Inter Bond Inst Mutual Fund (BIMIX)	0.0	$6.3k	NEW	614.00	10.32	View chart
Csx Corp Common Stocks (CSX)	0.0	$6.3k	NEW	181.00	34.67	View chart
Teledyne Technologies Common Stocks (TDY)	0.0	$6.2k	NEW	14.00	446.29	View chart
Brighthouse Financial Common Stocks (BHF)	0.0	$6.2k		117.00	52.92	View chart
Schlumberger Common Stocks (SLB)	0.0	$6.0k	NEW	115.00	52.04	View chart
General Dynamics Corp Common Stocks (GD)	0.0	$6.0k	NEW	23.00	259.65	View chart
Fox Corp Cl A Common Stocks (FOXA)	0.0	$5.8k	+104%	194.00	29.67	View chart
Cadence Design System Common Stocks (CDNS)	0.0	$5.7k	NEW	21.00	272.38	View chart
Oreilly Automotive Common Stocks (ORLY)	0.0	$5.7k		6.00	950.00	View chart
Boston Scientific Common Stocks (BSX)	0.0	$5.6k	NEW	96.00	57.81	View chart
Aon Common Stocks	0.0	$5.5k	NEW	19.00	291.00	View chart
Aflac Common Stocks (AFL)	0.0	$5.4k		65.00	82.51	View chart
Autozone Common Stocks (AZO)	0.0	$5.2k	NEW	2.00	2585.50	View chart
Cdw Corp Common Stocks (CDW)	0.0	$5.0k	NEW	22.00	227.32	View chart
Nestle Sa Sp American Depositary Receipt (NSRGY)	0.0	$5.0k	-93%	43.00	115.63	View chart
Aim Intl Mutual Funds Invesco Intl Growth Fund Y Mutual Fund (OIGYX)	0.0	$4.9k	NEW	138.00	35.76	View chart
Celanese Corp Common Stocks (CE)	0.0	$4.8k	NEW	31.00	155.35	View chart
Marsh & Mclennan Cos Common Stocks (MMC)	0.0	$4.7k	NEW	25.00	189.48	View chart
Advanced Micro Devic Common Stocks (AMD)	0.0	$4.7k	NEW	32.00	147.41	View chart
Bentley Systems Inc Cl B Common Stocks (BSY)	0.0	$4.6k	NEW	89.00	52.18	View chart
Dollar General Corp. Common Stocks (DG)	0.0	$4.6k	NEW	34.00	135.94	View chart
Hilton Worldwide Holdings Common Stocks (HLT)	0.0	$4.6k	NEW	25.00	182.08	View chart
Pool Corp Common Stocks (POOL)	0.0	$4.4k	NEW	11.00	398.73	View chart
Taiwan Semiconductor Mfg Ltd Sp Ads American Depositary Receipt (TSM)	0.0	$4.4k	NEW	42.00	104.00	View chart
Dominion Energy Common Stocks (D)	0.0	$4.3k	NEW	92.00	47.00	View chart
Kkr & Co Common Stocks (KKR)	0.0	$4.3k	NEW	52.00	82.85	View chart
Kenvue Common Stocks (KVUE)	0.0	$4.3k	NEW	198.00	21.53	View chart
Alps Etf Tr Alerian M Exchange Traded Fund (AMLP)	0.0	$4.3k		100.00	42.52	View chart
Nordson Corp Common Stocks (NDSN)	0.0	$4.2k	NEW	16.00	264.19	View chart
Northrop Corp Common Stocks (NOC)	0.0	$4.2k	NEW	9.00	468.11	View chart
Take-two Interactive Software Common Stocks (TTWO)	0.0	$4.2k	NEW	26.00	160.96	View chart
Motorola Solutions Common Stocks (MSI)	0.0	$4.1k	NEW	13.00	313.08	View chart
Lennox Intl Common Stocks (LII)	0.0	$4.0k	NEW	9.00	447.56	View chart
Fidelity Adv Inv Grade I Mutual Fund (FGBPX)	0.0	$4.0k	NEW	554.00	7.26	View chart
Ansys Common Stocks (ANSS)	0.0	$4.0k	NEW	11.00	362.91	View chart
Paypal Holdings Common Stocks (PYPL)	0.0	$3.9k	NEW	64.00	61.41	View chart
Kyndryl Holdings Common Stocks (KD)	0.0	$3.9k		187.00	20.78	View chart
Draftkings Inc Cl A Common Stocks (DKNG)	0.0	$3.7k	NEW	106.00	35.25	View chart
Equifax Common Stocks (EFX)	0.0	$3.7k	NEW	15.00	247.27	View chart
Gilead Sciences Common Stocks (GILD)	0.0	$3.6k		45.00	81.00	View chart
Pioneer Natural Resources Common Stocks (PXD)	0.0	$3.6k	NEW	16.00	224.88	View chart
Charles River Laboratories Intl Common Stocks (CRL)	0.0	$3.5k	NEW	15.00	236.40	View chart
Pulte Group Common Stocks (PHM)	0.0	$3.5k		34.00	103.21	View chart
Dynatrace Common Stocks (DT)	0.0	$3.5k	NEW	64.00	54.69	View chart
Diageo Common Stocks (DEO)	0.0	$3.5k	NEW	24.00	145.67	View chart
Kla Corp Common Stocks (KLAC)	0.0	$3.5k	NEW	6.00	581.33	View chart
Jpmorgan I Us Equty Fund I Mutual Fund (JUESX)	0.0	$3.5k	NEW	164.00	21.21	View chart
Teradyne Common Stocks (TER)	0.0	$3.5k	NEW	32.00	108.53	View chart
Tractor Supply Common Stocks (TSCO)	0.0	$3.4k	+23%	16.00	215.00	View chart
Watsco Common Stocks (WSO)	0.0	$3.4k	NEW	8.00	428.50	View chart
Lpl Financial Holdings Common Stocks (LPLA)	0.0	$3.4k	NEW	15.00	227.60	View chart
Ametek Common Stocks (AME)	0.0	$3.3k	NEW	20.00	164.90	View chart
Wr Berkley Corp Common Stocks (WRB)	0.0	$3.3k	NEW	46.00	70.72	View chart
Citigroup Common Stocks (C)	0.0	$3.2k	NEW	63.00	51.44	View chart
Cardinal Health Common Stocks (CAH)	0.0	$3.2k	NEW	32.00	100.81	View chart
Rollins Common Stocks (ROL)	0.0	$3.2k	NEW	73.00	43.67	View chart
Interpublic Group Cos Common Stocks (IPG)	0.0	$3.2k	-99%	97.00	32.64	View chart
Marriott Intl Inc Cl A Common Stocks (MAR)	0.0	$3.2k	NEW	14.00	225.50	View chart
Nasdaq Common Stocks (NDAQ)	0.0	$3.1k	NEW	54.00	58.15	View chart
Henry Jack & Assoc Common Stocks (JKHY)	0.0	$3.1k	NEW	19.00	163.42	View chart
Te Connectivity Ltd Reg Common Stocks (TEL)	0.0	$3.1k	NEW	22.00	140.50	View chart
Aspen Technology Common Stocks (AZPN)	0.0	$3.1k	NEW	14.00	220.14	View chart
Bjs Whsl Club Holdings Common Stocks (BJ)	0.0	$3.1k		46.00	66.65	View chart
Dolby Laboratories Inc Cl A Common Stocks (DLB)	0.0	$3.0k	NEW	35.00	86.17	View chart
Allegion Common Stocks (ALLE)	0.0	$2.9k	NEW	23.00	126.70	View chart
Vertex Pharmaceuticals Common Stocks (VRTX)	0.0	$2.8k	NEW	7.00	406.86	View chart
Wk Kellogg Common Stocks (KLG)	0.0	$2.8k	NEW	216.00	13.14	View chart
T Rowe Price Intl Funds Inc Intl Discovry Fund Mutual Fund (PRIDX)	0.0	$2.8k	NEW	45.00	62.96	View chart
Air Prods & Chems Common Stocks (APD)	0.0	$2.7k	NEW	10.00	273.80	View chart
Thor Industries Common Stocks (THO)	0.0	$2.7k	NEW	23.00	118.26	View chart
Clorox Common Stocks (CLX)	0.0	$2.7k		19.00	142.58	View chart
Versus Cap Multi-mangr Real Estate I Mutual Fund (VCMIX)	0.0	$2.7k	-27%	104.00	25.75	View chart
Paccar Common Stocks (PCAR)	0.0	$2.6k	NEW	27.00	97.67	View chart
Saia Common Stocks (SAIA)	0.0	$2.6k	NEW	6.00	438.17	View chart
Fastenal Common Stocks (FAST)	0.0	$2.6k		40.00	64.78	View chart
Exponent Common Stocks (EXPO)	0.0	$2.6k	NEW	29.00	88.03	View chart
Legg Mason Partners Equity Trust Clrbrg Appr Cl Mutual Fund (SAPYX)	0.0	$2.5k	-58%	83.00	30.65	View chart
Wabtec Common Stocks (WAB)	0.0	$2.5k		20.00	126.90	View chart
Fedex Corp Common Stocks (FDX)	0.0	$2.5k		10.00	253.00	View chart
Ishares Tr Msci Usa Qlt Fct Exchange Traded Fund (QUAL)	0.0	$2.5k	NEW	17.00	147.12	View chart
Bright Horizons Fam Sol In Del Common Stocks (BFAM)	0.0	$2.5k	NEW	26.00	94.23	View chart
Siteone Landscape Supply Common Stocks (SITE)	0.0	$2.4k	NEW	15.00	162.53	View chart
Littelfuse Common Stocks (LFUS)	0.0	$2.4k		9.00	267.56	View chart
Interactive Brokers Group Inc Cl A Common Stocks (IBKR)	0.0	$2.4k	NEW	29.00	82.90	View chart
Viatris Common Stocks (VTRS)	0.0	$2.4k		219.00	10.83	View chart
Chemed Corp Common Stocks (CHE)	0.0	$2.3k	NEW	4.00	584.75	View chart
Fair Isaac Corp Common Stocks (FICO)	0.0	$2.3k	NEW	2.00	1164.00	View chart
Choice Hotels Intl Common Stocks (CHH)	0.0	$2.2k	NEW	19.00	113.32	View chart
American Water Works Common Stocks (AWK)	0.0	$2.1k	NEW	16.00	132.00	View chart
Qorvo Common Stocks (QRVO)	0.0	$2.0k		18.00	112.61	View chart
Invesco Ftse Rafi Us 1000 Etf Exchange Traded Fund (PRF)	0.0	$1.9k	NEW	55.00	35.20	View chart
Scotts Miracle-gro Co Cl A Common Stocks (SMG)	0.0	$1.9k	NEW	30.00	63.77	View chart
Aim Inv Funds Invesco Inv Funds Developing Mkt Y Mutual Fund (ODVYX)	0.0	$1.9k	NEW	49.00	38.80	View chart
T Rowe Price Mid Cap Growth Fund Mutual Fund (RPMGX)	0.0	$1.8k	NEW	18.00	99.89	View chart
Molson Coors Brewing Common Stocks (TAP)	0.0	$1.8k		29.00	61.21	View chart
Fox Corp Cl B Common Stocks (FOX)	0.0	$1.7k		63.00	27.65	View chart
Ark Innovation Etf Exchange Traded Fund (ARKK)	0.0	$1.7k		33.00	52.36	View chart
Regency Centers Corp REITS - usd (REG)	0.0	$1.7k		25.00	67.00	View chart
Tko Group Holdings Inc Cl A Common Stocks (TKO)	0.0	$1.6k	NEW	20.00	81.60	View chart
Calvert World Values Fund Inc Emerg Mkt Equty I Mutual Fund (CVMIX)	0.0	$1.6k	NEW	96.00	16.32	View chart
Embecta Corp Common Stocks (EMBC)	0.0	$1.5k	-19%	80.00	18.93	View chart
Biomarin Pharmaceutical Common Stocks (BMRN)	0.0	$1.4k	NEW	15.00	96.40	View chart
Organon & Co Common Stocks (OGN)	0.0	$1.4k		100.00	14.42	View chart
Chemours Common Stocks (CC)	0.0	$1.3k		40.00	31.55	View chart
Aim Inv Funds Invesco Inv Funds Invesco Eqv Em Y Mutual Fund (GTDYX)	0.0	$1.2k	NEW	37.00	33.16	View chart
T Rowe Price Div Growth Fund Mutual Fund (PRDGX)	0.0	$1.2k	NEW	17.00	71.47	View chart
Exact Sciences Corp Common Stocks (EXAS)	0.0	$1.2k	NEW	16.00	74.00	View chart
Alnylam Pharmaceuticals Common Stocks (ALNY)	0.0	$1.1k	NEW	6.00	191.33	View chart
American Century Cap Portfolios Mid Cap Value In Mutual Fund (ACMVX)	0.0	$1.1k	NEW	70.00	15.60	View chart
Vanguard Star Funds Tl Int Stock Index Mutual Fund (VTIAX)	0.0	$967.999800		31.00	31.23	View chart
American Century Cap Portfolios Small Cap Value Mutual Fund (ASVIX)	0.0	$840.998700	NEW	81.00	10.38	View chart
Baron Inv Funds Tr Small Cap Fund Inst Mutual Fund (BSFIX)	0.0	$824.000000	NEW	25.00	32.96	View chart
Hotchkis & Wiley Funds Mid Cap Value I Mutual Fund (HWMIX)	0.0	$660.999600	NEW	12.00	55.08	View chart
Lci Industries Common Stocks (LCII)	0.0	$629.000000	NEW	5.00	125.80	View chart
Mfs New Dis Val I Mutual Fund (NDVIX)	0.0	$490.999600	NEW	28.00	17.54	View chart
Vanguard Small-cap Growth Index Fund Exchange Traded Fund (VBK)	0.0	$484.000000	NEW	2.00	242.00	View chart
Grayscale Bitcoin Tr Btc Exchange Traded Fund (GBTC)	0.0	$346.000000		10.00	34.60	View chart

Past Filings by Laffer Tengler Investments

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

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
Laffer Tengler Investments 2020 Q4 filed Feb. 19, 2021

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