HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 TESLA INC |
$68,598 | ||
| TSLA | 270,556 | +270,556 | $67,228 |
| Call | 23,700 | +23,700 | $1,370 |
 NVIDIA CORPORATION |
25,883 | +25,883 | $12,818 |
| NVDA | 25,883 | +25,883 | $12,818 |
| INVESCO QQQ TR |
22,791 | +22,791 | $9,333 |
| QQQ | 22,791 | +22,791 | $9,333 |
| AEHR TEST SYS |
321,612 | +321,612 | $8,532 |
| AEHR | 321,612 | +321,612 | $8,532 |
| ELI LILLY & CO |
12,057 | +12,057 | $7,028 |
| LLY | 12,057 | +12,057 | $7,028 |
| BLOOM ENERGY CORP |
461,930 | +461,930 | $6,837 |
| BE | 461,930 | +461,930 | $6,837 |
| ARRAY TECHNOLOGIES INC |
402,746 | +402,746 | $6,766 |
| ARRY | 402,746 | +402,746 | $6,766 |
| LEMONADE INC |
398,557 | +398,557 | $6,429 |
| LMND | 398,557 | +398,557 | $6,429 |
| LOVESAC COMPANY |
201,939 | +201,939 | $5,160 |
| LOVE | 201,939 | +201,939 | $5,160 |
| PLAYA HOTELS & RESORTS NV |
379,722 | +379,722 | $3,285 |
| PLYA | 379,722 | +379,722 | $3,285 |
| INVESCO EXCHANGE TRADED FD T (RSPT) |
96,615 | +96,615 | $3,154 |
| RSPT | 96,615 | +96,615 | $3,154 |
| CADENCE BANK |
102,161 | +102,161 | $3,023 |
| CADE | 102,161 | +102,161 | $3,023 |
| APPLE INC |
13,867 | +13,867 | $2,670 |
| AAPL | 13,867 | +13,867 | $2,670 |
| ALBEMARLE CORP |
14,523 | +14,523 | $2,098 |
| ALB | 14,523 | +14,523 | $2,098 |
| ISHARES TR (AGG) |
17,145 | +17,145 | $1,702 |
| AGG | 17,145 | +17,145 | $1,702 |
| SPDR S&P 500 ETF TR (SPY) |
3,304 | +3,304 | $1,570 |
| SPY | 3,304 | +3,304 | $1,570 |
| MICROSOFT CORP |
3,941 | +3,941 | $1,482 |
| MSFT | 3,941 | +3,941 | $1,482 |
| VANGUARD INDEX FDS (VTI) |
5,901 | +5,901 | $1,400 |
| VTI | 5,901 | +5,901 | $1,400 |
| VANGUARD TAX MANAGED FDS (VEA) |
23,295 | +23,295 | $1,116 |
| VEA | 23,295 | +23,295 | $1,116 |
| GLOBAL X FDS |
13,799 | +13,799 | $703 |
| LIT | 13,799 | +13,799 | $703 |
| ALPHABET INC |
3,645 | +3,645 | $509 |
| GOOGL | 3,645 | +3,645 | $509 |
| META PLATFORMS INC |
1,195 | +1,195 | $423 |
| META | 1,195 | +1,195 | $423 |
| ISHARES TR (DSI) |
4,245 | +4,245 | $387 |
| DSI | 4,245 | +4,245 | $387 |
| AMAZON COM INC |
2,402 | +2,402 | $365 |
| AMZN | 2,402 | +2,402 | $365 |
| ALPHABET INC |
2,378 | +2,378 | $335 |
| GOOG | 2,378 | +2,378 | $335 |
| JPMORGAN CHASE & CO |
1,771 | +1,771 | $301 |
| JPM | 1,771 | +1,771 | $301 |
| GENERAL ELECTRIC CO |
1,885 | +1,885 | $241 |
| GE | 1,885 | +1,885 | $241 |
| PEPSICO INC |
1,339 | +1,339 | $227 |
| PEP | 1,339 | +1,339 | $227 |
See Full List: All Stocks Held By Halter Ferguson Financial Inc.
— Including:
• Biggest new positions
• Biggest exits
See Details: Top 10 Stocks Held By Halter Ferguson Financial Inc.
|
Size ($ in 1000's)
At 12/31/2023: $156,710 At 09/30/2023: $0 Halter Ferguson Financial Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Halter Ferguson Financial Inc. 13F filings. Link to 13F filings: SEC filings |
