Halter Ferguson Financial Inc. has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $244 Billion distributed in 34 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Tesla, Inc. with a value of $125B, Invesco Qqq Trust, Series 1 with a value of $39.7B, Lemonade, Inc. with a value of $10.7B, Aehr Test Systems with a value of $7.54B, and Nvidia Corp with a value of $7.11B.

Examining the 13F form we can see an increase of $56.7B in the current position value, from $188B to 244B.

Halter Ferguson Financial Inc. is based out at Carmel, IN

Below you can find more details about Halter Ferguson Financial Inc. portfolio as well as his latest detailed transactions.

Portfolio value $244 Billion
Consumer Cyclical: $139 Billion
ETFs: $53.3 Billion
Technology: $23.9 Billion
Financial Services: $14.8 Billion
Healthcare: $11.6 Billion
Communication Services: $994 Million
Industrials: $689 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 34
  • Current Value $244 Billion
  • Prior Value $188 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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