Halter Ferguson Financial Inc.
Q4 2024 13F Holdings
- Locationcarmel, IN
- Num holdings
34
- Value ($000)
$244,495
- Date Filed02/10/2025
- Form type13F-HR
- CIK0001842665
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
TSLA TESLA INC | COM | 88160R101 | $125.21M | 51 % | 310,058 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $39.71M | 16 % | 77,675 | ||
LMND LEMONADE INC | COM | 52567D107 | $10.74M | 4 % | 292,790 | ||
TSLA TESLA INC | COM | 88160R101 | $8.40M | 3 % | 20,800 | call | |
AEHR AEHR TEST SYS | COM | 00760J108 | $7.54M | 3 % | 453,536 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $7.11M | 3 % | 52,964 | ||
CADL CANDEL THERAPEUTICS INC | COM | 137404109 | $5.91M | 2 % | 681,334 | ||
LLY ELI LILLY & CO | COM | 532457108 | $5.25M | 2 % | 6,801 | ||
LIT GLOBAL X FDS | LITHIUM BTRY ETF | 37954Y855 | $4.30M | 2 % | 105,550 | ||
CADE CADENCE BANK | COM | 12740C103 | $3.52M | 1 % | 102,161 |
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