Laffer Tengler Investments, Inc.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 6, 2025), Laffer Tengler Investments, Inc. reported 139 stock positions worth $413.8 million. Its top holding was Broadcom (AVGO) at 6.1% of the portfolio, followed by Microsoft (MSFT, 5.1%) and American Express (AXP, 4.0%). Compared with Q3 2024, it opened 8 new positions, sold out of 36, added to 76 and reduced 39. The biggest buy was Broadcom (AVGO, shares +4%) and the biggest sale US Bancorp (USB, shares −86%).

Most Recent 13F
Q2 2026
Location
Scottsdale, AZ
CIK
0001307878
Portfolio Value
$413.8M (Q4 2024)
SEC Filing
0001172661-25-000528 ↗ filed Feb 6, 2025

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $305.5M Q1 2024 Q2 2024: $384.0M Q2 2024 Q3 2024: $409.7M Q3 2024 Q4 2024: $413.8M $413.8M Q4 2024 Q1 2025: $377.9M Q1 2025 Q2 2025: $468.6M Q2 2025 Q3 2025: $532.4M Q3 2025 Q4 2025: $570.8M Q4 2025 Q1 2026: $574.1M Q1 2026 Q2 2026: $671.2M Q2 2026

Holdings 139 stocks · $413.8M
AVGO Broadcom Inc. 6.09% 108,660 $25.2M Add +3.6%
MSFT Microsoft Corp. 5.10% 50,063 $21.1M Add +24.4%
AXP American Express Co. 4.05% 56,411 $16.7M Add +13.5%
GS Goldman Sachs Group Inc. 3.76% 27,186 $15.6M Add +17.1%
WMT Walmart Inc. 3.66% 167,788 $15.2M Add +17.2%
JPM JPMorgan Chase & Co. 3.52% 60,704 $14.6M Add +13.5%
AAPL Apple Inc. 3.12% 51,607 $12.9M Reduce -41.5%
HD Home Depot Inc. 3.01% 31,972 $12.4M Add +16.2%
ORCL Oracle Corp. 2.81% 69,750 $11.6M Add +5.3%
ABBV Abbvie Inc. 2.76% 64,381 $11.4M Add +13.9%
GOOGL Alphabet Inc. Class A 2.65% 57,902 $11.0M Add +17.8%
EMR Emerson Electric Co. 2.45% 81,707 $10.1M Add +22.5%
AMZN Amazon.com Inc. 2.38% 44,802 $9.8M Reduce -3.7%
RTX RTX Corp. 2.31% 82,417 $9.5M Add +18.4%
NOW ServiceNow Inc. 2.27% 8,852 $9.4M Add +14.2%
CVX Chevron Corp. 2.23% 63,843 $9.2M Reduce -7.0%
CARR Carrier Global Corp. 2.23% 134,916 $9.2M Add +22.2%
MCD McDonald's Corp. 2.10% 30,032 $8.7M Add +16.9%
PANW Palo Alto Networks Inc. 1.96% 44,502 $8.1M Add +16.8%
BAM Brookfield Asset Mgmt-A 1.94% 147,773 $8.0M Add +24.2%
JNJ Johnson & Johnson 1.90% 54,313 $7.9M Reduce -10.4%
LRCX Lam Research Corp. 1.85% 106,233 $7.7M Add +12.1%
STLD Steel Dynamics Inc. 1.76% 63,965 $7.3M Add +21.5%
EOG EOG Resources Inc. 1.74% 58,638 $7.2M Add +41.5%
TXN Texas Instruments Inc. 1.72% 37,915 $7.1M Add +17.8%
DELL Dell Technologies -C 1.55% 55,782 $6.4M Add +5.6%
SBUX Starbucks Corp. 1.54% 69,902 $6.4M Add +21.0%
LHX L3HARRIS Technologies Inc. 1.50% 29,487 $6.2M Add +21.6%
CMG Chipotle Mexican Grill Inc. 1.42% 97,389 $5.9M Add +24.2%
SPOT Spotify Technology SA 1.41% 13,076 $5.8M Add +61.4%
COST Costco Wholesale Corp. 1.37% 6,180 $5.7M Add +14.2%
NXPI NXP Semiconductors NV 1.32% 26,321 $5.5M Add +11.7%
MDT Medtronic PLC 1.16% 60,003 $4.8M Add +19.8%
NVDA Nvidia Corp. 1.14% 35,004 $4.7M Add +26.0%
TSLA Tesla Inc. 1.14% 11,639 $4.7M Reduce -7.1%
NEE Nextera Energy Inc. 1.07% 61,572 $4.4M Add +39.6%
PLD Prologis Inc. 1.04% 40,806 $4.3M Add +21.4%
PWR Quanta Services Inc. 1.04% 13,577 $4.3M Add +15.2%
UBER Uber Technologies Inc. 1.01% 69,613 $4.2M Add +15.2%
V Visa Inc. Class A 0.79% 10,347 $3.3M Add +8.2%
CRWD CrowdStrike Holdings Inc. Class A 0.73% 8,790 $3.0M Add +23.2%
EQIX Equinix Inc. 0.67% 2,955 $2.8M Add +9.6%
SYK Stryker Corp. 0.64% 7,364 $2.7M Add +8.6%
XYL Xylem Inc. 0.59% 21,129 $2.5M Add +14.2%
FANG Diamondback Energy Inc. 0.55% 14,007 $2.3M Add +1.5%
VOO Vanguard S&P 500 ETF 0.47% 3,625 $2.0M New
ADBE Adobe Inc. 0.43% 3,971 $1.8M Reduce -53.5%
TFLO iShares Treasury Floating Ra 0.41% 33,734 $1.7M Add +26.4%
VRTX Vertex Pharmaceuticals Inc. 0.40% 4,134 $1.7M Add +43.8%
USB US Bancorp 0.40% 34,419 $1.6M Reduce -86.5%
IWD iShares Russell 1000 Value E 0.39% 8,827 $1.6M New
VRIG Invesco Variable Rate Invest 0.39% 63,509 $1.6M Add +13.7%
SHYG iShares 0-5 YR HY Corp. Bond 0.37% 36,074 $1.5M Add +13.0%
FLTR Vaneck Ig Floating Rate ETF 0.35% 57,317 $1.5M Add +13.1%
AMD Advanced Micro Devices 0.29% 9,840 $1.2M Reduce -3.9%
CLOA iShares Aaa Clo Act ETF-Usdi 0.28% 22,718 $1.2M Add +9.5%
ETF OPPORTUNITIES TRUST 0.25% 34,825 $1.0M Reduce -17.1%
IVW iShares S&P 500 Growth ETF 0.24% 9,937 $1.0M No change
CMCSA Comcast Corp. Class A 0.23% 25,850 $970K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.22% 1,546 $906K Reduce -13.3%
PG The Procter & Gamble Co. 0.20% 4,881 $818K Reduce -18.2%
GOOG Alphabet Inc. Class C 0.19% 4,193 $799K Reduce -20.6%
HYBB iShares BB Rated Corp. Bond 0.15% 13,479 $620K Add +9.4%
LMT Lockheed Martin Corp. 0.14% 1,198 $582K Reduce -82.8%
PSA Public Storage 0.13% 1,808 $541K Reduce -3.2%
AMGN Amgen Inc. 0.13% 2,009 $524K Reduce -28.6%
LIN Linde PLC 0.10% 974 $408K Reduce -28.2%
SCCO Southern Copper Corp. 0.09% 4,255 $388K Add +13.2%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.09% 889 $378K Add +27.0%
PGR Progressive Corp. 0.09% 1,528 $366K No change
PEP Pepsico Inc. 0.08% 2,204 $335K Reduce -91.7%
CAT Caterpillar Inc. 0.08% 912 $331K Reduce -39.1%
CL Colgate-Palmolive Co. 0.08% 3,605 $328K No change
ISRG Intuitive Surgical Inc. 0.08% 618 $323K No change
XOM Exxon Mobil Corp. 0.08% 2,976 $320K No change
GIS General Mills Inc. 0.07% 4,849 $309K No change
FSLR First Solar Inc. 0.07% 1,738 $306K Add +47.5%
SCHW Schwab (charles) Corp. 0.07% 4,025 $298K No change
TRV The Travelers Cos Inc. 0.07% 1,217 $293K No change
MET Metlife Inc. 0.07% 3,480 $285K No change
HON Honeywell International Inc. 0.07% 1,251 $283K Reduce -0.6%
DRI Darden Restaurants Inc. 0.07% 1,498 $280K Reduce -9.5%
COP Conocophillips 0.07% 2,787 $276K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.07% 671 $275K Reduce -20.2%
VWO Vanguard Ftse Emerging Marke 0.07% 6,227 $274K No change
NRG NRG Energy Inc. 0.06% 2,920 $263K No change
CRM Salesforce Inc. 0.06% 783 $262K Reduce -62.5%
UPS United Parcel Service Class B 0.06% 2,066 $261K Add +13.8%
KO The Coca-Cola Co. 0.06% 4,144 $258K Reduce -45.9%
UNH Unitedhealth Group Inc. 0.06% 505 $255K Reduce -28.6%
CSCO Cisco Systems Inc. 0.06% 4,295 $254K Reduce -38.9%
ABT Abbott Laboratories 0.06% 2,180 $247K Reduce -33.7%
FCX Freeport-McMoran Inc. 0.06% 6,217 $237K Add +29.9%
MSI Motorola Solutions Inc. 0.06% 500 $231K Reduce -89.3%
SPGI S&P Global Inc. 0.06% 462 $230K No change
DAX Global X Dax Germany ETF 0.06% 6,871 $229K Reduce -8.0%
J Jacobs Solutions Inc. 0.06% 1,704 $228K New
PLTR Palantir Technologies Inc. Class A 0.05% 2,955 $223K Reduce -88.2%
TECK Teck Resources Ltd.-CLS B 0.05% 5,393 $219K Add +29.9%
SO The Southern Co. 0.05% 2,600 $214K No change
EWA iShares MSCI Australia ETF 0.05% 8,909 $213K Reduce -8.1%
WM Waste Management Inc. 0.05% 1,046 $211K Reduce -80.6%
MMM 3M Co. 0.05% 1,627 $210K Reduce -0.3%
CCJ Cameco Corp. 0.05% 4,081 $210K New
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.05% 1,868 $208K Reduce -30.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.05% 943 $207K Reduce -1.7%
INDA iShares MSCI India ETF 0.05% 3,913 $206K Reduce -8.0%
PAAS Pan American Silver Corp. 0.05% 10,171 $206K New
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.05% 4,650 $204K Reduce -46.2%
EWD iShares MSCI Sweden ETF 0.05% 5,417 $202K Reduce -8.0%
PLTM Graniteshares Platinum Trust 0.03% 15,031 $132K Add +29.8%
NRG ENERGY INC (NRG 2.75 06/01/48) 0.00% 2,191 $5K Reduce -2.1%
BOOKING HOLDINGS INC (BKNG 0.75 05/01/25) 0.00% 1,252 $3K Reduce -5.5%
BLACKSTONE MORTGAGE TR (BXMT 5.5 03/15/27) 0.00% 2,990 $3K Add +2.5%
ON SEMICONDUCTOR CORP (ON 0.5 03/01/29) 0.00% 3,099 $3K Add +68.3%
ARBOR REALTY TRUST INC (ABR 7.5 08/01/25) 0.00% 2,716 $3K Add +2.8%
TWO HARBORS INV CORP (TWO 6.25 01/15/26) 0.00% 2,749 $3K Add +2.8%
DUKE ENERGY CORP (DUK 4.125 04/15/26) 0.00% 2,681 $3K Add +2.6%
PPL CAPITAL FUNDING INC (PPL 2.875 03/15/28) 0.00% 2,622 $3K Add +2.5%
TYLER TECHNOLOGIES INC (TYL 0.25 03/15/26) 0.00% 2,262 $3K Add +2.5%
NEW MOUNTAIN FINANCE COR (NMFC 7.5 10/15/25) filed as NEW MTN FIN CORP 0.00% 2,641 $3K Add +3.5%
SOUTHERN CO (SO 3.875 12/15/25) 0.00% 2,549 $3K Add +2.5%
PARSONS CORP (PSN 0.25 08/15/25) 0.00% 1,295 $3K Add +2.3%
SOUTHWEST AIRLINES CO (LUV 1.25 05/01/25) 0.00% 2,530 $3K Add +1.2%
VENTAS REALTY LP (VTR 3.75 06/01/26) 0.00% 2,247 $3K Add +2.7%
ALLIANT ENERGY CORP (LNT 3.875 03/15/26) 0.00% 2,439 $3K Add +2.2%
AMERICAN WATER CAPITAL C (AWK 3.625 06/15/26) 0.00% 2,542 $3K Add +245.4%
LUMENTUM HOLDINGS INC (LITE 0.5 12/15/26) 0.00% 2,281 $3K Add +2.6%
CAPITAL SOUTHWEST CORP (CSWC 5.125 11/15/29) 0.00% 2,544 $3K New
JAZZ INVESTMENTS I LTD (JAZZ 2 06/15/26) 0.00% 2,352 $2K Add +2.8%
FIRSTENERGY CORP (FE 4 05/01/26) 0.00% 2,281 $2K Add +2.7%
STARWOOD PROPERTY TRUST (STWD 6.75 07/15/27) 0.00% 2,022 $2K Add +2.9%
LANTHEUS HOLDINGS INC (LNTH 2.625 12/15/27) 0.00% 1,563 $2K Add +2.8%
AKAMAI TECHNOLOGIES INC (AKAM 0.375 09/01/27) 0.00% 2,022 $2K Add +2.5%
UBER TECHNOLOGIES INC (UBER 0.875 12/01/28 2028) 0.00% 1,820 $2K New
HALOZYME THERAPEUTICS IN (HALO 0.25 03/01/27) 0.00% 2,038 $2K Add +2.8%
BOFA FINANCE LLC (BAC 0.6 05/25/27 MTN) 0.00% 1,500 $2K No change
TETRA TECH INC (TTEK 2.25 08/15/28) 0.00% 1,235 $1K New
PALO ALTO NETWORKS (PANW 0.375 06/01/25) 0.00% 268 $981 Add +7.6%
Other holdings (7): bonds, preferreds, convertibles and warrants · $24.3M (not counted above)
SecurityClassShares / PrincipalValueChange
APOLLO GLOBAL MANAGEMENT (APO 6.75 07/31/26) SER A MAND CNV 59,995$5.2MReduce -1.8%
BANK OF AMERICA CORP (BAC 7.25 PERP L) 7.25%CNV PFD L 3,360$4.1MAdd +2.7%
WELLS FARGO & COMPANY (WFC 7.5 PERP L) PERP PFD CNV A 3,380$4.0MAdd +2.8%
BOEING CO/THE (BA 6 10/15/27) DEP CONV PFD A 52,765$3.2MNew
HP ENTERPRISE CO (HPE 7.625 09/01/27) 7.625 MAND CONV 51,005$3.2MAdd +3.1%
ARES MANAGEMENT CORP (ARES 6.75 10/01/27 B) 6.75 SE B PFD 56,585$3.1MNew
ALBEMARLE CORP (ALB 7.25 03/01/27) 7.25% DEP SHS A 36,360$1.5MAdd +2.5%

Total filed on the 13F, all lines: $438.1M.

Portfolio Sells Q3 2024 → Q4 2024
USB US Bancorp Reduce -86.5% 0.40% −2.44
AAPL Apple Inc. Reduce -41.5% 3.12% −1.89
PEP Pepsico Inc. Reduce -91.7% 0.08% −1.02
LMT Lockheed Martin Corp. Reduce -82.8% 0.14% −0.85
ADBE Adobe Inc. Reduce -53.5% 0.43% −0.65
JNJ Johnson & Johnson Reduce -10.4% 1.90% −0.50
MSI Motorola Solutions Inc. Reduce -89.3% 0.06% −0.45
ETN Eaton Corp. PLC Sold out 0.00% −0.44
JAZZ Jazz Pharmaceuticals PLC Sold out 0.00% −0.37
VYM Vanguard High DVD Yield ETF Sold out 0.00% −0.32
PH Parker Hannifin Corp. Sold out 0.00% −0.31
CVX Chevron Corp. Reduce -7.0% 2.23% −0.23
WM Waste Management Inc. Reduce -80.6% 0.05% −0.22
QQQ Invesco QQQ Trust Series 1 Sold out 0.00% −0.21
HTLF Heartland Financial USA Inc. Sold out 0.00% −0.18
PLTR Palantir Technologies Inc. Class A Reduce -88.2% 0.05% −0.17
BDJ BlackRock Enhanced Eqty DVD Sold out 0.00% −0.14
NVR NVR Inc. Sold out 0.00% −0.14
MELI MercadoLibre Inc. Sold out 0.00% −0.14
BX Blackstone Inc. Sold out 0.00% −0.14
BENTLEY SYSTEMS INC (BSY 0.125 01/15/26) Sold out 0.00% −0.13
AMD Advanced Micro Devices Reduce -3.9% 0.29% −0.12
LLY Eli Lilly & Co. Sold out 0.00% −0.12
ICLR Icon PLC Sold out 0.00% −0.12
META Meta Platforms Inc. Class A Sold out 0.00% −0.10
AMGN Amgen Inc. Reduce -28.6% 0.13% −0.09
TGT Target Corp. Sold out 0.00% −0.09
SELF Global Self Storage Inc. Sold out 0.00% −0.09
LYB Lyondellbasell Indu Class A Sold out 0.00% −0.09
HSY The Hershey Co. Sold out 0.00% −0.09
BA The Boeing Co. Sold out 0.00% −0.09
APO Apollo Global Management Inc. Sold out 0.00% −0.08
PM Philip Morris International Sold out 0.00% −0.08
CRM Salesforce Inc. Reduce -62.5% 0.06% −0.08
SPG Simon Property Group Inc. Sold out 0.00% −0.07
KO The Coca-Cola Co. Reduce -45.9% 0.06% −0.07
MS Morgan Stanley Sold out 0.00% −0.07
HLT Hilton Worldwide Holdings Inc. Sold out 0.00% −0.07
RRC Range Resources Corp. Sold out 0.00% −0.07
SXI Standex International Corp. Sold out 0.00% −0.07
AMAT Applied Materials Inc. Sold out 0.00% −0.07
CAT Caterpillar Inc. Reduce -39.1% 0.08% −0.06
VNM Vaneck Vietnam ETF Sold out 0.00% −0.06
VICI Vici Properties Inc. Sold out 0.00% −0.06
LIN Linde PLC Reduce -28.2% 0.10% −0.06
EWY iShares MSCI South Korea ETF Sold out 0.00% −0.06
VOOG Vanguard S&P 500 Growth ETF Sold out 0.00% −0.06
ETF OPPORTUNITIES TRUST Reduce -17.1% 0.25% −0.06
PG The Procter & Gamble Co. Reduce -18.2% 0.20% −0.05
MDLZ Mondelez International Inc. Class A Sold out 0.00% −0.05

Portfolio Buys Q3 2024 → Q4 2024
AVGO Broadcom Inc. Add +3.6% 6.09% +1.67
GS Goldman Sachs Group Inc. Add +17.1% 3.76% +0.96
MSFT Microsoft Corp. Add +24.4% 5.10% +0.87
WMT Walmart Inc. Add +17.2% 3.66% +0.84
JPM JPMorgan Chase & Co. Add +13.5% 3.52% +0.76
AXP American Express Co. Add +13.5% 4.05% +0.76
SPOT Spotify Technology SA Add +61.4% 1.41% +0.69
EMR Emerson Electric Co. Add +22.5% 2.45% +0.67
GOOGL Alphabet Inc. Class A Add +17.8% 2.65% +0.66
NOW ServiceNow Inc. Add +14.2% 2.27% +0.58
BAM Brookfield Asset Mgmt-A Add +24.2% 1.94% +0.56
EOG EOG Resources Inc. Add +41.5% 1.74% +0.49
VOO Vanguard S&P 500 ETF New 0.47% +0.47
IWD iShares Russell 1000 Value E New 0.39% +0.39
PANW Palo Alto Networks Inc. Add +16.8% 1.96% +0.37
CMG Chipotle Mexican Grill Inc. Add +24.2% 1.42% +0.32
NVDA Nvidia Corp. Add +26.0% 1.14% +0.31
HD Home Depot Inc. Add +16.2% 3.01% +0.28
RTX RTX Corp. Add +18.4% 2.31% +0.25
CRWD CrowdStrike Holdings Inc. Class A Add +23.2% 0.73% +0.24
COST Costco Wholesale Corp. Add +14.2% 1.37% +0.20
MCD McDonald's Corp. Add +16.9% 2.10% +0.20
PWR Quanta Services Inc. Add +15.2% 1.04% +0.18
SBUX Starbucks Corp. Add +21.0% 1.54% +0.17
NEE Nextera Energy Inc. Add +39.6% 1.07% +0.16
V Visa Inc. Class A Add +8.2% 0.79% +0.15
STLD Steel Dynamics Inc. Add +21.5% 1.76% +0.14
TXN Texas Instruments Inc. Add +17.8% 1.72% +0.10
LHX L3HARRIS Technologies Inc. Add +21.6% 1.50% +0.09
EQIX Equinix Inc. Add +9.6% 0.67% +0.09
TFLO iShares Treasury Floating Ra Add +26.4% 0.41% +0.08
VRTX Vertex Pharmaceuticals Inc. Add +43.8% 0.40% +0.08
MDT Medtronic PLC Add +19.8% 1.16% +0.06
CARR Carrier Global Corp. Add +22.2% 2.23% +0.06
ORCL Oracle Corp. Add +5.3% 2.81% +0.06
J Jacobs Solutions Inc. New 0.06% +0.06
CCJ Cameco Corp. New 0.05% +0.05
PAAS Pan American Silver Corp. New 0.05% +0.05
VRIG Invesco Variable Rate Invest Add +13.7% 0.39% +0.04
SYK Stryker Corp. Add +8.6% 0.64% +0.04
ABBV Abbvie Inc. Add +13.9% 2.76% +0.04
FLTR Vaneck Ig Floating Rate ETF Add +13.1% 0.35% +0.04
SHYG iShares 0-5 YR HY Corp. Bond Add +13.0% 0.37% +0.03
DELL Dell Technologies -C Add +5.6% 1.55% +0.03
CLOA iShares Aaa Clo Act ETF-Usdi Add +9.5% 0.28% +0.02
DIA SS SPDR Dow Jones Indus Avg Add +27.0% 0.09% +0.02
HYBB iShares BB Rated Corp. Bond Add +9.4% 0.15% +0.01
PLD Prologis Inc. Add +21.4% 1.04% +0.01
PLTM Graniteshares Platinum Trust Add +29.8% 0.03% +0.01
UPS United Parcel Service Class B Add +13.8% 0.06% +0.00

Notes & Other Activity Q3 2024 → Q4 2024
APOLLO GLOBAL MANAGEMENT (APO 6.75 07/31/26) SER A MAND CNV Reduce -1.8% 59,995 $5.2M
BANK OF AMERICA CORP (BAC 7.25 PERP L) 7.25%CNV PFD L Add +2.7% 3,360 $4.1M
WELLS FARGO & COMPANY (WFC 7.5 PERP L) PERP PFD CNV A Add +2.8% 3,380 $4.0M
BOEING CO/THE (BA 6 10/15/27) DEP CONV PFD A New 52,765 $3.2M
HP ENTERPRISE CO (HPE 7.625 09/01/27) 7.625 MAND CONV Add +3.1% 51,005 $3.2M
ARES MANAGEMENT CORP (ARES 6.75 10/01/27 B) 6.75 SE B PFD New 56,585 $3.1M
ALBEMARLE CORP (ALB 7.25 03/01/27) 7.25% DEP SHS A Add +2.5% 36,360 $1.5M

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 167$671.2MLRCX, GS, AVGO, GOOGL, AXP
Q1 2026 141$574.1MGS, LRCX, AVGO, MSFT, GOOGL
Q4 2025 172$570.8MAVGO, GS, MSFT, AXP, LRCX
Q3 2025 122$532.4MAVGO, MSFT, GS, AXP, JPM
Q2 2025 154$468.6MAVGO, MSFT, GS, AAPL, AXP
Q1 2025 123$377.9MMSFT, AVGO, GS, AXP, WMT
Q4 2024 139$413.8MAVGO, MSFT, AXP, GS, WMT
Q3 2024 167$409.7MAAPL, AVGO, MSFT, AXP, USB
Q2 2024 384$384.0MAAPL, AVGO, MSFT, AXP, JPM
Q1 2024 399$305.5MMSFT, AVGO, AAPL, JPM, AXP