Halter Ferguson Financial Inc. Top Holdings and 13F Report (2025) About Halter Ferguson Financial Inc.Investment ActivityHalter Ferguson Financial Inc. has $195.36 million in total holdings as of March 31, 2025.Halter Ferguson Financial Inc. owns shares of 29 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 18.06% of the portfolio was purchased this quarter.About 11.08% of the portfolio was sold this quarter.This quarter, Halter Ferguson Financial Inc. has purchased 32 new stocks and bought additional shares in 7 stocks.Halter Ferguson Financial Inc. sold shares of 19 stocks and completely divested from 4 stocks this quarter.Largest Holdings Tesla $110,533,917Invesco QQQ $28,507,054Lemonade $14,984,693NVIDIA $6,308,437BLOCK INC $4,380,791 Largest New Holdings this Quarter 852234103 - BLOCK INC $4,380,791 Holding Largest Purchases this Quarter Tesla 95,650 shares (about $24.79M)Lemonade 183,974 shares (about $5.78M)BLOCK INC 80,633 shares (about $4.38M)Lovesac 13,252 shares (about $240.92K)Candel Therapeutics 11,819 shares (about $66.78K) Largest Sales this Quarter Invesco QQQ 16,882 shares (about $7.92M)Eli Lilly and Company 5,703 shares (about $4.71M)Microsoft 661 shares (about $248.18K)Apple 1,092 shares (about $242.57K)Aehr Test Systems 29,363 shares (about $214.06K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHalter Ferguson Financial Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTSLATesla$110,533,917$24,788,677 ▲28.9%426,50856.6%Auto/Tires/TrucksQQQInvesco QQQ$28,507,054$7,916,308 ▼-21.7%60,79314.6%FinanceLMNDLemonade$14,984,693$5,782,303 ▲62.8%476,7647.7%FinanceNVDANVIDIA$6,308,437$92,881 ▼-1.5%58,2073.2%Computer and TechnologyBLOCK INC$4,380,791$4,380,791 ▲New Holding80,6332.2%CL ACADLCandel Therapeutics$3,916,315$66,777 ▲1.7%693,1532.0%MedicalCADECadence Bank$3,101,6080.0%102,1611.6%FinanceAEHRAehr Test Systems$3,092,222$214,056 ▼-6.5%424,1731.6%Computer and TechnologyARRYArray Technologies$2,656,688$34,022 ▼-1.3%545,5211.4%EnergyAAPLApple$2,644,894$242,565 ▼-8.4%11,9071.4%Computer and TechnologyRSPTInvesco S&P 500 Equal Weight Technology ETF$2,579,330$61,355 ▼-2.3%75,4191.3%ETFSPYSPDR S&P 500 ETF Trust$1,814,102$33,563 ▼-1.8%3,2430.9%FinanceAGGiShares Core U.S. Aggregate Bond ETF$1,679,662$21,070 ▲1.3%16,9800.9%FinanceLOVELovesac$1,665,034$240,921 ▲16.9%91,5860.9%Retail/WholesaleVEAVanguard FTSE Developed Markets ETF$990,525$19,163 ▼-1.9%19,4870.5%ETFMSFTMicrosoft$929,648$248,181 ▼-21.1%2,4760.5%Computer and TechnologyLLYEli Lilly and Company$906,850$4,710,169 ▼-83.9%1,0980.5%MedicalDSIiShares ESG MSCI KLD 400 ETF$723,937$17,205 ▼-2.3%7,0690.4%ETFVTIVanguard Total Stock Market ETF$689,0240.0%2,5070.4%ETFAMZNAmazon.com$492,964$12,938 ▼-2.6%2,5910.3%Retail/WholesaleGEGE Aerospace$378,085$801 ▲0.2%1,8890.2%IndustrialsMAIAMAIA Biotechnology$363,156$5,297 ▼-1.4%237,3560.2%MedicalIVViShares Core S&P 500 ETF$355,082$1,124 ▲0.3%6320.2%ETFCMICummins$336,322$313 ▼-0.1%1,0730.2%Auto/Tires/TrucksGOOGAlphabet$297,619$10,780 ▼-3.5%1,9050.2%Computer and TechnologyGOOGLAlphabet$284,847$10,979 ▼-3.7%1,8420.1%Computer and TechnologyJPMJPMorgan Chase & Co.$274,190$49,541 ▼-15.3%1,1180.1%FinanceBRK.BBerkshire Hathaway$248,183$7,456 ▼-2.9%4660.1%FinanceMETAMeta Platforms$220,170$31,700 ▼-12.6%3820.1%Computer and TechnologyLITGlobal X Lithium & Battery Tech ETF$0$4,304,329 ▼-100.0%00.0%ETFPLYAPlaya Hotels & Resorts$0$3,154,442 ▼-100.0%00.0%Consumer DiscretionaryAVGOBroadcom$0$267,776 ▼-100.0%00.0%Computer and TechnologyACNAccenture$0$207,205 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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