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Asset Manager ← All Institutions

Huntleigh Advisors, Inc.

7800 FORSYTH BLVD. 5TH FLOOR, ST. LOUIS, MO 63105 • 314-236-2253

Q2 2025 · Filed 2025-07-29
Market Value
$517M
+0.4%
Holdings
289
+3
New Purchases
27
Added To
136
Closed
23
Reduced
73
Top 10 Concentration
35.3%
Turnover
17.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 12.05% 8.66% +3.39% $62M
FLDR 1.61% 0.00% +1.61% $8M
AVGO 3.53% 2.13% +1.40% $18M
ORCL 1.71% 1.08% +0.63% $9M
NFLX 0.83% 0.20% +0.63% $4M
MSFT 2.55% 1.98% +0.58% $13M
CRWD 0.92% 0.34% +0.58% $5M
FIX 0.56% 0.00% +0.56% $3M
META 2.43% 1.89% +0.54% $13M
PLTR 0.69% 0.23% +0.47% $4M
MLM 0.46% 0.00% +0.46% $2M
GOOG 1.49% 1.03% +0.46% $8M
TSM 1.46% 1.03% +0.42% $8M
VCTR 0.42% 0.00% +0.42% $2M
COIN 0.42% 0.00% +0.42% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CFO 0.00% 4.01% -4.01% $0
VIG 0.00% 3.86% -3.86% $0
ARLP 0.00% 2.75% -2.75% $0
AWF 0.00% 2.62% -2.62% $0
CHTR 0.00% 1.73% -1.73% $0
PCT 0.00% 1.39% -1.39% $0
OUNZ 0.00% 0.98% -0.98% $0
ZTS 0.00% 0.62% -0.62% $0
XOM 0.10% 0.68% -0.57% $530K
TXN 0.00% 0.48% -0.48% $0
COP 0.32% 0.77% -0.45% $2M
AAPL 4.35% 4.77% -0.42% $22M
SGOV 0.42% 0.79% -0.36% $2M
SBUX 0.00% 0.32% -0.32% $0
ET 0.39% 0.67% -0.28% $2M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Technology 34.5%
Financial Services 26.9%
Industrials 13.6%
Consumer Cyclical 5.7%
Communication Services 5.4%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 53 $254M 49.0%
Large Cap 134 $145M 28.1%
Mid Cap 45 $44M 8.5%
Small Cap 40 $65M 12.5%
Micro Cap 17 $10M 1.8%

Portfolio Analytics

Avg Market Cap
$210.6B
Median Market Cap
$32.2B
Avg P/E
38.6
Median P/E
27.4
Avg Dividend Yield
0.02%
Avg Beta
1.06
# Stocks
220
# ETFs / Funds
69

Top Holdings (289 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 12.05% 394,492 $62M $157.99 $18M -17,106 -4.2%
2 AAPL 4.35% 109,628 $22M $205.17 -$2M -1,063 -1.0%
3 AMZN 3.57% 84,062 $18M $219.39 $2M -1,788 -2.1%
4 AVGO 3.53% 66,251 $18M $275.65 $7M +623 +0.9%
5 MSFT 2.55% 26,561 $13M $497.40 $3M -579 -2.1%
6 META 2.43% 17,053 $13M $738.06 $3M +120 +0.7%
7 SYFI 1.80% 259,386 $9M $35.95 $312K +5,759 +2.3%
8 FTHY 1.74% 605,827 $9M $14.85 $634K +27,073 +4.7%
9 ORCL 1.71% 40,386 $9M $218.63 $3M +737 +1.9%
10 FLDR 1.61% 166,044 $8M $50.07 +166,044 NEW
11 GOOG 1.49% 43,365 $8M $177.39 $2M +9,426 +27.8%
12 TSM 1.46% 33,241 $8M $226.49 $2M +1,186 +3.7%
13 GOOGL 1.36% 39,974 $7M $176.23 $554K -2,000 -4.8%
14 RDVY 1.32% 108,475 $7M $62.74 $1M +16,221 +17.6%
15 PTRB 1.21% 149,394 $6M $41.83 $10K -84 -0.1%
16 BLK 1.20% 5,901 $6M $1,049.11 $675K +73 +1.2%
17 APH 1.18% 62,068 $6M $98.75 $2M +961 +1.6%
18 UBND 1.13% 267,431 $6M $21.85 $24K +490 +0.2%
19 VFLO 1.08% 158,623 $6M $35.35 $590K +12,271 +8.4%
20 JPM 1.07% 19,015 $6M $289.91 $882K +139 +0.7%
21 V 1.01% 14,682 $5M $355.05 $11K -162 -1.1%
22 WMT 0.96% 50,944 $5M $97.78 $505K -43 -0.1%
23 CRWD 0.92% 9,298 $5M $509.31 $3M +4,323 +86.9%
24 QQQ 0.90% 8,478 $5M $551.55 $1M +639 +8.2%
25 JXN 0.89% 51,804 $5M $88.79 $182K -925 -1.8%
26 HYI 0.88% 380,997 $5M $11.98 $285K +19,537 +5.4%
27 ADI 0.88% 19,062 $5M $238.02 $728K +175 +0.9%
28 NFLX 0.83% 3,204 $4M $1,339.13 $3M +2,085 +186.3%
29 RTX 0.82% 28,977 $4M $146.02 $508K +866 +3.1%
30 PANW 0.81% 20,425 $4M $204.64 $712K +100 +0.5%
31 BRK-B 0.80% 8,566 $4M $485.77 -$376K +47 +0.6%
32 COST 0.78% 4,079 $4M $989.94 $239K +62 +1.5%
33 MODL 0.76% 90,638 $4M $43.10 $542K +3,964 +4.6%
34 MRVL 0.72% 48,300 $4M $77.40 $642K -1,985 -4.0%
35 DRS 0.71% 78,498 $4M $46.48 $1M +3,790 +5.1%
36 PLTR 0.69% 26,321 $4M $136.32 $2M +12,431 +89.5%
37 FTSL 0.62% 70,321 $3M $45.89 $326K +6,766 +10.7%
38 SYK 0.62% 8,110 $3M $395.61 $190K +2 +0.0%
39 FIX 0.56% 5,431 $3M $536.21 +5,431 NEW
40 FAST 0.56% 68,953 $3M $42.00 $786K +41,743 +153.4%
41 ARDC 0.55% 200,898 $3M $14.22 $38K +1,285 +0.6%
42 VLTO 0.55% 28,286 $3M $100.95 $112K +134 +0.5%
43 FSK 0.54% 134,717 $3M $20.75 -$27K
44 ABT 0.54% 20,454 $3M $136.01 $552K +3,644 +21.7%
45 AMGN 0.53% 9,910 $3M $279.21 -$206K +368 +3.9%
46 UNH 0.52% 8,700 $3M $311.97 $2M +6,684 +331.6%
47 LOW 0.52% 12,113 $3M $221.88 -$94K +186 +1.6%
48 RBC 0.49% 6,633 $3M $384.80 $436K +56 +0.8%
49 APD 0.47% 8,703 $2M $282.06 -$2K +372 +4.5%
50 MCD 0.47% 8,357 $2M $292.16 -$191K -71 -0.8%
51 CVX 0.47% 17,012 $2M $143.19 -$350K +356 +2.1%
52 DHR 0.47% 12,313 $2M $197.54 -$101K -43 -0.3%
53 MLM 0.46% 4,381 $2M $548.97 +4,381 NEW
54 ABBV 0.44% 12,381 $2M $185.63 $398K +3,313 +36.5%
55 TT 0.44% 5,251 $2M $437.41 $571K +130 +2.5%
56 TSLA 0.43% 7,029 $2M $317.66 $358K -205 -2.8%
57 LLY 0.43% 2,836 $2M $779.42 -$139K -9 -0.3%
58 SGOV 0.42% 21,753 $2M $100.69 -$2M -18,503 -46.0%
59 VCTR 0.42% 34,186 $2M $63.67 +34,186 NEW
60 CAT 0.42% 5,598 $2M $388.25 $326K -2 -0.0%
61 AXP 0.42% 6,740 $2M $318.98 $373K +135 +2.0%
62 COIN 0.42% 6,126 $2M $350.49 +6,126 NEW
63 SDVY 0.41% 60,058 $2M $35.28 $175K +2,031 +3.5%
64 ADMA 0.40% 113,772 $2M $18.21 -$103K +4,156 +3.8%
65 PSX 0.40% 17,324 $2M $119.30 -$58K +116 +0.7%
66 ET 0.39% 111,842 $2M $18.13 -$1M -74,994 -40.1%
67 RSI 0.39% 135,745 $2M $14.90 $619K +4,786 +3.6%
68 MS 0.38% 14,087 $2M $140.86 +14,087 NEW
69 SHOP 0.38% 16,855 $2M $115.35 $336K
70 IVV 0.37% 3,119 $2M $620.81 $170K -25 -0.8%
71 KEYS 0.37% 11,658 $2M $163.86 $221K +382 +3.4%
72 ITW 0.37% 7,707 $2M $247.26 +7,707 NEW
73 DKNG 0.36% 43,267 $2M $42.89 $493K +2,247 +5.5%
74 RKLB 0.36% 51,747 $2M $35.77 +51,747 NEW
75 SHW 0.35% 5,346 $2M $343.37 $21K +148 +2.9%
76 STAG 0.34% 48,959 $2M $36.28 $16K +214 +0.4%
77 NTRA 0.34% 10,407 $2M $168.94 $340K +380 +3.8%
78 TDIV 0.33% 19,129 $2M $90.17 $607K +3,949 +26.0%
79 COP 0.32% 18,291 $2M $89.74 -$2M -19,580 -51.7%
80 MTZ 0.32% 9,586 $2M $170.43 +9,586 NEW
81 WGS 0.31% 17,516 $2M $92.31 $150K +949 +5.7%
82 VLO 0.31% 11,890 $2M $134.42 -$368K -3,000 -20.1%
83 PFE 0.31% 65,135 $2M $24.24 $95K +6,588 +11.2%
84 TSSI 0.30% 54,632 $2M $28.83 $931K -27,367 -33.4%
85 IJH 0.30% 24,665 $2M $62.02 $483K +6,723 +37.5%
86 ONDS 0.29% 775,514 $1M $1.92 +775,514 NEW
87 CVNA 0.28% 4,228 $1M $336.97 $584K +205 +5.1%
88 TSCO 0.27% 26,832 $1M $52.77 -$16K +849 +3.3%
89 FWD 0.27% 15,726 $1M $89.72 $361K +810 +5.4%
90 LNC 0.27% 40,098 $1M $34.60 -$35K +494 +1.2%
91 SILA 0.26% 56,805 $1M $23.67 -$189K -625 -1.1%
92 AEE 0.26% 13,776 $1M $96.05 -$56K +36 +0.3%
93 LVHI 0.26% 40,623 $1M $32.55 +40,623 NEW
94 UGI 0.25% 36,011 $1M $36.42 $167K +1,394 +4.0%
95 CB 0.25% 4,500 $1M $289.71 -$36K +65 +1.5%
96 HD 0.24% 3,316 $1M $366.68 -$10K -30 -0.9%
97 TFC 0.22% 26,744 $1M $42.99 $196K +3,561 +15.4%
98 IWM 0.22% 5,279 $1M $215.79 $83K -17 -0.3%
99 TATT 0.22% 36,756 $1M $30.54 $695K +21,190 +136.1%
100 LRCX 0.21% 11,400 $1M $97.34 $383K +1,400 +14.0%

Options Breakdown

1 Calls $0 Call Value 0 Puts $0 Put Value

Top Calls

SymbolSharesValueStatus
MRVL $0 SOLD

New Positions

SymbolValue% Port
FLDR $8M 1.61%
FIX $3M 0.56%
MLM $2M 0.46%
VCTR $2M 0.42%
COIN $2M 0.42%
MS $2M 0.38%
ITW $2M 0.37%
RKLB $2M 0.36%
MTZ $2M 0.32%
ONDS $1M 0.29%
LVHI $1M 0.26%
QCOM $1M 0.20%
RDW $967K 0.19%
HUN $615K 0.12%
AMPX $614K 0.12%

Sold Out Positions

SymbolValue% Port
ZTS —%
BKSY —%
BAX —%
AWF —%
STEM —%
DG —%
ONTO —%
PLD —%
SLQT —%
PPG —%
CHTR —%
LAKE —%
PCT —%
CFO —%
ARLP —%
View SEC EDGAR Filings for Huntleigh Advisors, Inc. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms