Halter Ferguson Financial Inc.

Q1 2025 13F Holdings

  • Location
    carmel, IN
  • Num holdings

    31

  • Value ($000)

    $195,355

  • Date Filed
    05/09/2025
  • Form type
    13F-HR
  • CIK
    0001842665
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
TSLA
TSLA

TESLA INC

COM
88160R101
$99.26 M
51 %

383,008

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$28.51 M
15 %

60,793

LMND
LMND

LEMONADE INC

COM
52567D107
$14.98 M
8 %

476,764

TSLA
TSLA

TESLA INC

COM
88160R101
$11.27 M
6 %

43,500

call
NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$5.44 M
3 %

50,207

XYZ
XYZ

BLOCK INC

CL A
852234103
$4.38 M
2 %

80,633

CADL
CADL

CANDEL THERAPEUTICS INC

COM
137404109
$3.92 M
2 %

693,153

CADE
CADE

CADENCE BANK

COM
12740C103
$3.10 M
2 %

102,161

AEHR
AEHR

AEHR TEST SYS

COM
00760J108
$3.09 M
2 %

424,173

ARRY
ARRY

ARRAY TECHNOLOGIES INC

COM SHS
04271T100
$2.66 M
1 %

545,521

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