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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
ITWIllinois Tool Works Inc
Recent Activity
Exited
0%
$3.719M
15,693 shares@ $236.96 avg price
4721⤦Jazz Investments I Ltd
Recent Activity
Exited
0%
$2.728M
2,714 shares@ $1005.16 avg price
5950⤦Microchip Technology Inc.
Recent Activity
Exited
0%
$2.582M
2,443 shares@ $1056.94 avg price
8522⤦Block Inc
Recent Activity
Exited
0%
$1.902M
1,972 shares@ $964.66 avg price
JJacobs Solutions Inc
Recent Activity
Exited
0%
$1.705M
12,202 shares@ $139.71 avg price
0017⤦Amg Capital Tr Ii 5.15 Conv Pfd
Recent Activity
Exited
0%
$1.1M
21,829 shares@ $50.38 avg price
NKENike Inc Cl B
Recent Activity
Exited
0%
$1.004M
13,315 shares@ $75.38 avg price
NHMAXNuveen Muni Tr High Yield Muni A
Recent Activity
Exited
0%
$540,928
35,494 shares@ $15.24 avg price
TRAIXT Rowe Price Cap Apprec Cap Apprec I
Recent Activity
Exited
0%
$375,521
10,339 shares@ $36.33 avg price
TLRYTilray Brands Inc
Recent Activity
Exited
0%
$324,789
195,656 shares@ $1.67 avg price