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Sheila Asher

@Laffer Tengler Investments, Inc.

Latest period2024 - Q3ReportedManaged Assets$493.797MTotal holdings172
Assets growth rate6.43%Assets growth rate (2-Q avg)13.11%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Laffer Tengler Investments, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 172 positions.

Assets under management

The assets under management (AUM) of Laffer Tengler Investments, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 493.797M in assets, with a quarterly growth rate of 6.43% and a 2-quarter average growth rate of 13.11%. The portfolio is managed by Sheila Asher, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Increased 1.14%
4.17%
$20.545M
88,176 shares@ $233.01 avg price
AVGOBroadcom Inc
Recent Activity
Increased 830.42%
3.67%
$18.083M
104,830 shares@ $172.5 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 0.16%
3.51%
$17.323M
40,257 shares@ $430.31 avg price
AXPAmerican Express Co
Recent Activity
Increased 1.03%
2.73%
$13.479M
49,702 shares@ $271.2 avg price
USBUs Bancorp Del
Recent Activity
2.36%
$11.614M
253,967 shares@ $45.74 avg price
WMTWalmart Inc
Recent Activity
Increased 13.49%
2.35%
$11.556M
143,109 shares@ $80.75 avg price
GSGoldman Sachs Group Inc
Recent Activity
Increased 6.14%
2.33%
$11.498M
23,223 shares@ $495.12 avg price
ORCLOracle Corp
Recent Activity
Decreased -1.6%
2.29%
$11.282M
66,207 shares@ $170.41 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -0.05%
2.29%
$11.276M
53,477 shares@ $210.86 avg price
ABBVAbbvie Inc
Recent Activity
Increased 2.6%
2.27%
$11.163M
56,528 shares@ $197.49 avg price