Laffer Tengler Investments, Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Laffer Tengler Investments, Inc. reported 399 stock positions worth $305.5 million. Its top holding was Microsoft (MSFT) at 5.0% of the portfolio, followed by Broadcom (AVGO, 3.9%) and Apple (AAPL, 3.3%). Compared with Q4 2023, it opened 139 new positions, sold out of 143, added to 93 and reduced 111. The biggest buy was Prologis (PLD, shares +45179%) and the biggest sale Public Storage (PSA, shares −68%).
- Most Recent 13F
- Q2 2026
- Location
- Scottsdale, AZ
- CIK
- 0001307878
- Portfolio Value
- $305.5M (Q1 2024)
- SEC Filing
- 0000909012-24-000058 ↗ filed May 15, 2024
Holdings Value
Holdings 399 stocks · $305.5M
| MSFT Microsoft Corp. | 5.00% | 36,284 | $15.3M | Add +0.1% |
| AVGO Broadcom Inc. | 3.89% | 8,974 | $11.9M | Reduce -18.4% |
| AAPL Apple Inc. | 3.28% | 58,514 | $10.0M | Add +44.3% |
| JPM JPMorgan Chase & Co. | 3.25% | 49,615 | $9.9M | Add +11.0% |
| AXP American Express Co. | 3.18% | 42,708 | $9.7M | Add +4.5% |
| HD Home Depot Inc. | 2.92% | 23,223 | $8.9M | Reduce -5.6% |
| CVX Chevron Corp. | 2.73% | 52,922 | $8.3M | Reduce -4.3% |
| LRCX Lam Research Corp. | 2.71% | 8,516 | $8.3M | Reduce -18.8% |
| ABBV Abbvie Inc. | 2.58% | 43,332 | $7.9M | Reduce -6.8% |
| ORCL Oracle Corp. | 2.57% | 62,568 | $7.9M | Add +2.6% |
| GS Goldman Sachs Group Inc. | 2.57% | 18,804 | $7.9M | Add +8.4% |
| JNJ Johnson & Johnson | 2.56% | 49,422 | $7.8M | Reduce -0.3% |
| STLD Steel Dynamics Inc. | 2.32% | 47,759 | $7.1M | Reduce -23.0% |
| MCD McDonald's Corp. | 2.30% | 24,961 | $7.0M | Reduce -6.7% |
| WMT Walmart Inc. | 2.13% | 107,936 | $6.5M | Reduce -6.4% |
| AMZN Amazon.com Inc. | 1.98% | 33,469 | $6.0M | Add +12.8% |
| CARR Carrier Global Corp. | 1.87% | 98,299 | $5.7M | Add +10.8% |
| NXPI NXP Semiconductors NV | 1.77% | 21,770 | $5.4M | Reduce -10.6% |
| EMR Emerson Electric Co. | 1.74% | 46,744 | $5.3M | Add +19.6% |
| TXN Texas Instruments Inc. | 1.73% | 30,338 | $5.3M | Reduce -20.8% |
| MDT Medtronic PLC | 1.66% | 58,250 | $5.1M | Reduce -5.8% |
| ITW Illinois Tool Works | 1.62% | 18,493 | $5.0M | Reduce -11.9% |
| EOG EOG Resources Inc. | 1.61% | 38,414 | $4.9M | Reduce -14.1% |
| PEP Pepsico Inc. | 1.57% | 27,377 | $4.8M | Reduce -6.6% |
| LHX L3HARRIS Technologies Inc. | 1.57% | 22,460 | $4.8M | Add +18.3% |
| BAM Brookfield Asset Mgmt-A | 1.51% | 109,872 | $4.6M | Add +686.4% |
| SBUX Starbucks Corp. | 1.44% | 48,251 | $4.4M | Reduce -4.9% |
| PLD Prologis Inc. | 1.37% | 32,148 | $4.2M | Add +45178.9% |
| NOW ServiceNow Inc. | 1.37% | 5,490 | $4.2M | Add +0.4% |
| RTX RTX Corp. | 1.31% | 40,879 | $4.0M | Reduce -7.5% |
| PANW Palo Alto Networks Inc. | 1.13% | 12,171 | $3.5M | Reduce -9.3% |
| CMG Chipotle Mexican Grill Inc. | 1.12% | 1,182 | $3.4M | Reduce -4.5% |
| UPS United Parcel Service Class B | 1.05% | 21,579 | $3.2M | Reduce -11.6% |
| GOOGL Alphabet Inc. Class A | 1.01% | 20,395 | $3.1M | Add +22.1% |
| ADBE Adobe Inc. | 0.99% | 6,002 | $3.0M | Add +72.2% |
| HON Honeywell International Inc. | 0.95% | 14,075 | $2.9M | Add +3.1% |
| JAZZ INVESTMENTS I LTD (JAZZ 1.5 08/15/24) | 0.94% | 2,916 | $2.9M | Reduce -3.8% |
| COST Costco Wholesale Corp. | 0.91% | 3,777 | $2.8M | Reduce -8.0% |
| STARWOOD PROPERTY TRUST (STWD 6.75 07/15/27) | 0.75% | 2,092 | $2.3M | Reduce -3.7% |
| FANG Diamondback Energy Inc. | 0.73% | 11,267 | $2.2M | Reduce -23.2% |
| XYL Xylem Inc. | 0.70% | 16,649 | $2.2M | Reduce -8.5% |
| EQIX Equinix Inc. | 0.70% | 2,591 | $2.1M | Add +6.9% |
| SPOT Spotify Technology SA | 0.69% | 7,977 | $2.1M | Reduce -6.8% |
| TSLA Tesla Inc. | 0.65% | 11,268 | $2.0M | Add +64.0% |
| PSA Public Storage | 0.64% | 6,765 | $2.0M | Reduce -67.7% |
| BOFA FINANCE LLC (BAC 0.6 05/25/27 MTN) | 0.63% | 1,500 | $1.9M | No change |
| UBER Uber Technologies Inc. | 0.59% | 23,323 | $1.8M | Reduce -0.4% |
| V Visa Inc. Class A | 0.54% | 5,909 | $1.6M | Add +18.8% |
| PNC PNC Financial Services Group | 0.52% | 9,876 | $1.6M | Reduce -74.1% |
| J Jacobs Solutions Inc. | 0.51% | 10,225 | $1.6M | Reduce -17.1% |
| NVDA Nvidia Corp. | 0.47% | 1,588 | $1.4M | Add +2.3% |
| CRM Salesforce Inc. | 0.44% | 4,506 | $1.4M | Reduce -27.3% |
| TFLO iShares Treasury Floating Ra | 0.44% | 26,640 | $1.4M | Reduce -62.3% |
| LULU Lululemon Athletica Inc. | 0.42% | 3,258 | $1.3M | Reduce -9.7% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.40% | 23,805 | $1.2M | Add +6.3% |
| SLQD iShares 0-5 YR Inv GRD Corp. | 0.40% | 24,709 | $1.2M | Add +6.3% |
| VRIG Invesco Variable Rate Invest | 0.39% | 47,393 | $1.2M | Reduce -32.9% |
| CMCSA Comcast Corp. Class A | 0.37% | 26,150 | $1.1M | Add +10.2% |
| FLTR Vaneck Ig Floating Rate ETF | 0.35% | 42,230 | $1.1M | Reduce -39.4% |
| NKE Nike Inc. Class B | 0.34% | 10,913 | $1.0M | Add +21.2% |
| VRTX Vertex Pharmaceuticals Inc. | 0.31% | 2,253 | $942K | Add +32085.7% |
| PG The Procter & Gamble Co. | 0.28% | 5,307 | $861K | Reduce -77.2% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.28% | 20,127 | $856K | Reduce -31.8% |
| PALO ALTO NETWORKS (PANW 0.375 06/01/25) | 0.28% | 294 | $840K | Reduce -9.5% |
| IVW iShares S&P 500 Growth ETF | 0.27% | 9,937 | $839K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.26% | 1,804 | $801K | Add +5537.5% |
| SYK Stryker Corp. | 0.25% | 2,173 | $778K | Add +0.7% |
| AMGN Amgen Inc. | 0.25% | 2,691 | $765K | Add +46.0% |
| CSCO Cisco Systems Inc. | 0.24% | 14,886 | $743K | Reduce -82.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.24% | 1,375 | $719K | Reduce -9.1% |
| ETF OPPORTUNITIES TRUST | 0.22% | 24,516 | $670K | Add +2660.8% |
| BENTLEY SYSTEMS INC (BSY 0.125 01/15/26) | 0.21% | 636 | $640K | Reduce -8.9% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.21% | 12,499 | $631K | Add +6.3% |
| GOOG Alphabet Inc. Class C | 0.20% | 3,980 | $606K | Add +12.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.20% | 1,873 | $600K | New |
| CAT Caterpillar Inc. | 0.18% | 1,506 | $552K | Add +70.9% |
| NHMAX Nuveen High YLD Muni BND-A | 0.17% | 35,494 | $531K | New |
| NVR NVR Inc. | 0.16% | 60 | $486K | New |
| TLRY Tilray Brands Inc. | 0.16% | 195,656 | $483K | New |
| BX Blackstone Inc. | 0.15% | 3,600 | $473K | Add +216.1% |
| KO The Coca-Cola Co. | 0.15% | 7,656 | $468K | Add +119.2% |
| HTLF Heartland Financial USA Inc. | 0.15% | 12,996 | $457K | New |
| TGT Target Corp. | 0.15% | 2,531 | $448K | Add +4.1% |
| SCCO Southern Copper Corp. | 0.13% | 3,791 | $404K | Reduce -48.7% |
| ABT Abbott Laboratories | 0.12% | 3,288 | $374K | Add +53.7% |
| TRAIX T Rowe PR Captl Apprec-I | 0.12% | 10,339 | $369K | New |
| COP Conocophillips | 0.12% | 2,787 | $355K | Reduce -2.2% |
| LIN Linde PLC | 0.12% | 761 | $353K | Reduce -37.6% |
| UNH Unitedhealth Group Inc. | 0.11% | 707 | $350K | Add +35.2% |
| XOM Exxon Mobil Corp. | 0.11% | 2,976 | $346K | Reduce -2.8% |
| LMT Lockheed Martin Corp. | 0.11% | 755 | $343K | Add +95.1% |
| GIS General Mills Inc. | 0.11% | 4,849 | $339K | Reduce -14.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.11% | 2,683 | $328K | Reduce -0.1% |
| CL Colgate-Palmolive Co. | 0.11% | 3,605 | $325K | Add +3.1% |
| UTIXX Federated Hermes US TR-Inst | 0.11% | 323,936 | $324K | New |
| META Meta Platforms Inc. Class A | 0.10% | 659 | $320K | Add +1098.2% |
| PGR Progressive Corp. | 0.10% | 1,528 | $316K | Reduce -2.5% |
| SCHW Schwab (charles) Corp. | 0.10% | 4,025 | $291K | No change |
| TRV The Travelers Cos Inc. | 0.09% | 1,217 | $280K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.09% | 6,684 | $279K | New |
Other holdings (10): bonds, preferreds, convertibles and warrants · $18.0M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 3,481 | $4.2M | Add +5.2% |
| APOLLO GLOBAL MANAGEMENT (APO 6.75 07/31/26) | SER A MAND CNV | 65,055 | $4.2M | Reduce -3.8% |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 3,473 | $4.2M | Add +1.5% |
| ALBEMARLE CORP (ALB 7.25 03/01/27) | 7.25% DEP SHS A | 37,285 | $2.2M | New |
| UGI CORP (UGI 7.25 06/01/24) | UNIT 06/01/2024 | 30,590 | $1.8M | Add +3.1% |
| AMG CAPITAL TRUST II (AMG 5.15 10/15/37) | CONV PRF | 24,049 | $1.2M | Reduce -3.5% |
| CHS INC (CHSINC V6.75 PERP 3) | PFD | 3,000 | $75K | No change |
| EIDP INC (CTVA 4.5 PERP +B) | PFD | 1,000 | $73K | No change |
| GOLDMAN SACHS GROUP INC (GS F PERP D) | Preferred Stock | 2,572 | $59K | No change |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 184 | $8K | No change |
Total filed on the 13F, all lines: $323.4M.
Portfolio Sells Q4 2023 → Q1 2024
| PSA Public Storage | Reduce -67.7% | 0.64% | −1.56 |
| PNC PNC Financial Services Group | Reduce -74.1% | 0.52% | −1.51 |
| CSCO Cisco Systems Inc. | Reduce -82.1% | 0.24% | −1.21 |
| PG The Procter & Gamble Co. | Reduce -77.2% | 0.28% | −0.89 |
| TFLO iShares Treasury Floating Ra | Reduce -62.3% | 0.44% | −0.78 |
| TXN Texas Instruments Inc. | Reduce -20.8% | 1.73% | −0.52 |
| MCD McDonald's Corp. | Reduce -6.7% | 2.30% | −0.43 |
| AVGO Broadcom Inc. | Reduce -18.4% | 3.89% | −0.33 |
| UPS United Parcel Service Class B | Reduce -11.6% | 1.05% | −0.27 |
| ITW Illinois Tool Works | Reduce -11.9% | 1.62% | −0.27 |
| EOG EOG Resources Inc. | Reduce -14.1% | 1.61% | −0.25 |
| FLTR Vaneck Ig Floating Rate ETF | Reduce -39.4% | 0.35% | −0.25 |
| CWB SS SPDR BB Conv Sec ETF | Sold out | 0.00% | −0.25 |
| SBUX Starbucks Corp. | Reduce -4.9% | 1.44% | −0.23 |
| PANW Palo Alto Networks Inc. | Reduce -9.3% | 1.13% | −0.23 |
| LULU Lululemon Athletica Inc. | Reduce -9.7% | 0.42% | −0.22 |
| VRIG Invesco Variable Rate Invest | Reduce -32.9% | 0.39% | −0.22 |
| STLD Steel Dynamics Inc. | Reduce -23.0% | 2.32% | −0.20 |
| JEPI JPMorgan Equity Premium Inco | Reduce -75.7% | 0.06% | −0.17 |
| NXPI NXP Semiconductors NV | Reduce -10.6% | 1.77% | −0.16 |
| SHYG iShares 0-5 YR HY Corp. Bond | Reduce -31.8% | 0.28% | −0.15 |
| PEP Pepsico Inc. | Reduce -6.6% | 1.57% | −0.15 |
| KRBN KS Global Carbon Stratgy ETF | Sold out | 0.00% | −0.15 |
| CB Chubb Ltd. | Sold out | 0.00% | −0.13 |
| LRCX Lam Research Corp. | Reduce -18.8% | 2.71% | −0.12 |
| CRM Salesforce Inc. | Reduce -27.3% | 0.44% | −0.12 |
| FXY Invesco Currencyshares Japan | Reduce -79.7% | 0.03% | −0.12 |
| JNJ Johnson & Johnson | Reduce -0.3% | 2.56% | −0.11 |
| SGOL Abrdn Physical Gold Shares | Reduce -75.8% | 0.04% | −0.11 |
| CVX Chevron Corp. | Reduce -4.3% | 2.73% | −0.11 |
| CORN Teucrium Corn Fund | Sold out | 0.00% | −0.11 |
| UNL United States 12 Month Natur | Sold out | 0.00% | −0.11 |
| XAR SS SPDR S&P Aerospace Def | Reduce -75.7% | 0.03% | −0.10 |
| MDT Medtronic PLC | Reduce -5.8% | 1.66% | −0.09 |
| FCX Freeport-McMoran Inc. | Reduce -58.3% | 0.07% | −0.09 |
| SCCO Southern Copper Corp. | Reduce -48.7% | 0.13% | −0.09 |
| JAZZ INVESTMENTS I LTD (JAZZ 1.5 08/15/24) | Reduce -3.8% | 0.94% | −0.08 |
| OILK Pros K-1 Free CR Oil ETF-Usd | Reduce -75.8% | 0.02% | −0.07 |
| PWR Quanta Services Inc. | Reduce -51.1% | 0.09% | −0.07 |
| FSLR First Solar Inc. | Reduce -49.0% | 0.06% | −0.07 |
| SWVXX Schwa Prime Adv Money FD-Inv | Reduce -83.9% | 0.01% | −0.06 |
| LIN Linde PLC | Reduce -37.6% | 0.12% | −0.06 |
| TECK Teck Resources Ltd.-CLS B | Reduce -51.4% | 0.06% | −0.06 |
| FANG Diamondback Energy Inc. | Reduce -23.2% | 0.73% | −0.05 |
| FMPXX Fidelity Money MRKT Port-I | Sold out | 0.00% | −0.05 |
| WPM Wheaton Precious Metals Corp. | Reduce -51.3% | 0.04% | −0.05 |
| BAGIX Baird Aggregate Bond-Inst | Sold out | 0.00% | −0.05 |
| BFMCX BlackRock Core Bond Port-I | Sold out | 0.00% | −0.05 |
| PAAS Pan American Silver Corp. | Reduce -49.4% | 0.04% | −0.04 |
| PALL Abrdn Physical Palladium SHS | Reduce -49.3% | 0.03% | −0.04 |
Portfolio Buys Q4 2023 → Q1 2024
| PLD Prologis Inc. | Add +45178.9% | 1.37% | +1.37 |
| BAM Brookfield Asset Mgmt-A | Add +686.4% | 1.51% | +1.32 |
| JPM JPMorgan Chase & Co. | Add +11.0% | 3.25% | +0.64 |
| AAPL Apple Inc. | Add +44.3% | 3.28% | +0.60 |
| AXP American Express Co. | Add +4.5% | 3.18% | +0.55 |
| EMR Emerson Electric Co. | Add +19.6% | 1.74% | +0.43 |
| AMZN Amazon.com Inc. | Add +12.8% | 1.98% | +0.43 |
| ORCL Oracle Corp. | Add +2.6% | 2.57% | +0.36 |
| VRTX Vertex Pharmaceuticals Inc. | Add +32085.7% | 0.31% | +0.31 |
| MSFT Microsoft Corp. | Add +0.1% | 5.00% | +0.31 |
| ADBE Adobe Inc. | Add +72.2% | 0.99% | +0.28 |
| GS Goldman Sachs Group Inc. | Add +8.4% | 2.57% | +0.27 |
| QQQ Invesco QQQ Trust Series 1 | Add +5537.5% | 0.26% | +0.26 |
| ETF OPPORTUNITIES TRUST | Add +2660.8% | 0.22% | +0.21 |
| NVDA Nvidia Corp. | Add +2.3% | 0.47% | +0.21 |
| GOOGL Alphabet Inc. Class A | Add +22.1% | 1.01% | +0.20 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.20% | +0.20 |
| LHX L3HARRIS Technologies Inc. | Add +18.3% | 1.57% | +0.19 |
| NHMAX Nuveen High YLD Muni BND-A | New | 0.17% | +0.17 |
| NVR NVR Inc. | New | 0.16% | +0.16 |
| TLRY Tilray Brands Inc. | New | 0.16% | +0.16 |
| HTLF Heartland Financial USA Inc. | New | 0.15% | +0.15 |
| TRAIX T Rowe PR Captl Apprec-I | New | 0.12% | +0.12 |
| CARR Carrier Global Corp. | Add +10.8% | 1.87% | +0.12 |
| UTIXX Federated Hermes US TR-Inst | New | 0.11% | +0.11 |
| BX Blackstone Inc. | Add +216.1% | 0.15% | +0.10 |
| META Meta Platforms Inc. Class A | Add +1098.2% | 0.10% | +0.10 |
| V Visa Inc. Class A | Add +18.8% | 0.54% | +0.09 |
| VWO Vanguard Ftse Emerging Marke | New | 0.09% | +0.09 |
| CAT Caterpillar Inc. | Add +70.9% | 0.18% | +0.09 |
| KO The Coca-Cola Co. | Add +119.2% | 0.15% | +0.08 |
| AMGN Amgen Inc. | Add +46.0% | 0.25% | +0.07 |
| VOOG Vanguard S&P 500 Growth ETF | New | 0.07% | +0.07 |
| TSLA Tesla Inc. | Add +64.0% | 0.65% | +0.06 |
| IJR iShares Core S&P Small-Cap E | New | 0.06% | +0.06 |
| VGT Vanguard Info Tech ETF | New | 0.05% | +0.05 |
| LMT Lockheed Martin Corp. | Add +95.1% | 0.11% | +0.05 |
| NEE Nextera Energy Inc. | Add +93.3% | 0.09% | +0.04 |
| EISMX Eaton Vance Atl Cap Smid-I | New | 0.04% | +0.04 |
| ABT Abbott Laboratories | Add +53.7% | 0.12% | +0.04 |
| VMBS Vanguard Mortgage-Backed Sec | New | 0.04% | +0.04 |
| NOW ServiceNow Inc. | Add +0.4% | 1.37% | +0.04 |
| PONPX PIMCO Income Fund-I2 | New | 0.04% | +0.04 |
| SCHI Schwab 5-10 Year Corporate B | New | 0.04% | +0.04 |
| PLSFX Aristotle Strategic Inc.-I2 | New | 0.04% | +0.04 |
| TIBIX Thornburg Invest Inc. BLD-I | New | 0.03% | +0.03 |
| UNP Union Pacific Corp. | Add +1312.9% | 0.04% | +0.03 |
| CSX CSX Corp. | Add +1472.4% | 0.03% | +0.03 |
| SYK Stryker Corp. | Add +0.7% | 0.25% | +0.03 |
| IWF iShares Russell 1000 Growth | New | 0.03% | +0.03 |
Notes & Other Activity Q4 2023 → Q1 2024
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | Add +5.2% | 3,481 | $4.2M |
| APOLLO GLOBAL MANAGEMENT (APO 6.75 07/31/26) | SER A MAND CNV | Reduce -3.8% | 65,055 | $4.2M |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | Add +1.5% | 3,473 | $4.2M |
| ALBEMARLE CORP (ALB 7.25 03/01/27) | 7.25% DEP SHS A | New | 37,285 | $2.2M |
| AES CORP/THE (AES 6.875 02/15/24) | UNIT 02/15/2024 | Sold out | 25,237 | $1.9Mbefore exit |
| UGI CORP (UGI 7.25 06/01/24) | UNIT 06/01/2024 | Add +3.1% | 30,590 | $1.8M |
| AMG CAPITAL TRUST II (AMG 5.15 10/15/37) | CONV PRF | Reduce -3.5% | 24,049 | $1.2M |
| PARAMOUNT GLOBAL (SKYD 5.75 04/01/24 A) | 5.75% CONV PFD A | Sold out | 16,995 | $318Kbefore exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 167 | $671.2M | LRCX, GS, AVGO, GOOGL, AXP |
| Q1 2026 | 141 | $574.1M | GS, LRCX, AVGO, MSFT, GOOGL |
| Q4 2025 | 172 | $570.8M | AVGO, GS, MSFT, AXP, LRCX |
| Q3 2025 | 122 | $532.4M | AVGO, MSFT, GS, AXP, JPM |
| Q2 2025 | 154 | $468.6M | AVGO, MSFT, GS, AAPL, AXP |
| Q1 2025 | 123 | $377.9M | MSFT, AVGO, GS, AXP, WMT |
| Q4 2024 | 139 | $413.8M | AVGO, MSFT, AXP, GS, WMT |
| Q3 2024 | 167 | $409.7M | AAPL, AVGO, MSFT, AXP, USB |
| Q2 2024 | 384 | $384.0M | AAPL, AVGO, MSFT, AXP, JPM |
| Q1 2024 | 399 | $305.5M | MSFT, AVGO, AAPL, JPM, AXP |