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Name: |
Halter Ferguson Financial Inc. |
City: |
CARMEL |
State: |
IN |
Zip: |
46032 |
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Holdings
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
TSLA |
Tesla Motors Inc |
1 |
- |
$177.81 |
$46,250,000 |
263,097 |
35.97% |
-20,978,000 |
-7,459 |
0.008 |
Auto Manufacturers |
|
LLY |
Eli Lilly & Co |
4 |
- |
$837.29 |
$9,076,000 |
11,667 |
7.06% |
2,048,000 |
-390 |
0.001 |
Drug Manufacturers - ... |
|
NVDA |
NVIDIA Corporation |
6 |
- |
$1,209.98 |
$5,718,000 |
6,329 |
4.45% |
-7,100,000 |
-19,554 |
0 |
Semiconductor - Speci... |
|
ARRY |
Array Technologies, Inc. |
7 |
- |
$0.00 |
$4,468,000 |
299,670 |
3.47% |
-2,298,000 |
-103,076 |
0.165 |
N/A |
|
LOVE |
Lovesac Company |
10 |
- |
$27.00 |
$3,997,000 |
176,873 |
3.11% |
-1,163,000 |
-25,066 |
1.031 |
N/A |
|
RYT |
Invesco S&P 500 Equal Weigh... |
12 |
- |
$35.42 |
$2,845,000 |
80,856 |
2.21% |
-309,000 |
-15,759 |
0.09 |
Closed - End Fund - E... |
|
AAPL |
Apple Inc |
13 |
- |
$194.48 |
$2,086,000 |
12,164 |
1.62% |
-584,000 |
-1,703 |
0 |
Personal Computers |
|
SPY |
Standard & Poors Depository... |
15 |
- |
$534.66 |
$1,709,000 |
3,268 |
1.33% |
139,000 |
-36 |
0 |
Closed - End Fund - E... |
|
VTI |
Vanguard Total Stock Market... |
16 |
- |
$263.45 |
$1,341,000 |
5,158 |
1.04% |
-59,000 |
-743 |
0.001 |
Closed - End Fund - E... |
|
MSFT |
Microsoft Corp |
18 |
- |
$424.52 |
$1,223,000 |
2,908 |
0.95% |
-259,000 |
-1,033 |
0 |
Application Software |
|
GOOGL |
Alphabet Inc |
19 |
- |
$176.73 |
$498,000 |
3,299 |
0.39% |
-11,000 |
-346 |
0 |
Search Engines & Info... |
|
FB |
Meta Platforms Inc |
21 |
- |
$493.76 |
$445,000 |
917 |
0.35% |
22,000 |
-278 |
0 |
Internet Service Prov... |
|
JPM |
JP Morgan Chase & Co |
23 |
- |
$196.91 |
$343,000 |
1,714 |
0.27% |
42,000 |
-57 |
0 |
Domestic Money Center... |
|
GOOG |
Alphabet Inc |
25 |
- |
$178.35 |
$320,000 |
2,103 |
0.25% |
-15,000 |
-275 |
0 |
Search Engines & Info... |
|
PEP |
Pepsico Inc |
26 |
- |
$173.20 |
$229,000 |
1,307 |
0.18% |
2,000 |
-32 |
0 |
Beverage Soft Drinks... |
|
ACN |
Accenture Plc |
27 |
- |
$291.74 |
$205,000 |
591 |
0.16% |
-13,000 |
-29 |
0 |
Management Services |
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