Halter Ferguson Financial Inc.

13F Filings History

Latest 13F report
Q3 2024 - Nov 13, 2024
Value $
$177M
Signature - Title
Teresa Sandifer - Operations Manager
Location
Carmel, IN
Summary
This page shows a list of all the recent 13F filings made by Halter Ferguson Financial Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Halter Ferguson Financial Inc. reported 32 stock holdings with total value $177M as of Q3 2024. Top holdings included TSLA, QQQ, LMND, AEHR, and NVDA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 32 $177M +$23.4M -$9.08M +$14.3M TSLA, QQQ, LMND, AEHR, NVDA 13F-HR 11/13/2024, 05:17 PM
Q2 2024 29 $141M +$21.7M -$11.1M +$10.6M TSLA, QQQ, LMND, AEHR, LLY 13F-HR 8/13/2024, 04:01 PM
Q1 2024 27 $129M +$14.6M -$30.7M -$16.1M TSLA, QQQ, LMND, LLY, AEHR 13F-HR 5/13/2024, 12:27 PM
Q4 2023 29 $155M $0 $0 TSLA, NVDA, QQQ, AEHR, LLY 13F-HR 2/9/2024, 03:58 PM