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| Happy Holidays!! thanks for using AUM13F!! |
| Halter Ferguson Financial Inc
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| CRD # | 109563 |
| SEC # | 801-57288 |
| CIK # | 0001842665, 0001107082 |
| AUM | $487.8 M (2025-02-26) |
| Employees | 12 (58% Investors, 0% Brokers) |
| Phone | 317-875-0202 |
| Address | 13080 Grand Blvd Carmel, IN 46032 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001842665 0001107082 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Tesla Motors Inc | 150.5 | ||
| Lemonade Inc | 12.5 | ||
| Bloom Energy Corp | 9.9 | ||
| Nvidia Corp | 9.3 | ||
| AEHR Test Systems | 5.7 | ||
| Oscar Health Inc | 4.5 | ||
| Candel Therapeutics Inc | 3.9 | ||
| Apple Inc | 2.5 | ||
| Microsoft Corp | 1.3 | ||
| Alphabet Inc | 0.9 | ||
| Amazon Com Inc | 0.9 | ||
| Lilly Eli & Co | 0.6 | ||
| General Electric Co | 0.5 | ||
| Cummins Inc | 0.4 | ||
| J P Morgan Chase & Co | 0.3 | ||
| Alphabet Inc | 0.3 | ||
| Broadcom Inc | 0.3 | ||
| Facebook Inc | 0.3 | ||
| Caterpillar Inc | 0.2 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 126 | 60.5 |
| (b) Individuals (high net worth individuals) | 148 | 424.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 2.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 950 | 487.8 |
| By Discretionary | ||
| Discretionary | 950 | 487.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 950 | 487.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 487.8 | |
| Total | 950 | 487.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001842665] |
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