HA
Huntleigh Advisors Portfolio holdings
AUM
$586M
1-Year Est. Return
44.13%
1 Year Est. Return
+44.13%
AUM
$518M
AUM Growth
+$91M
(+21%)
Holding
286
Top Buys
| 1 | +$8.31M | |
| 2 | +$2.91M | |
| 3 | +$2.79M | |
| 4 |
Martin Marietta Materials
MLM
|
+$2.41M |
| 5 |
CrowdStrike
CRWD
|
+$2.2M |
Top Sells
| 1 | +$3.21M | |
| 2 | +$2.7M | |
| 3 | +$2.63M | |
| 4 |
Texas Instruments
TXN
|
+$2.47M |
| 5 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$1.86M |
Sector Composition
| 1 | Technology | 35.08% |
| 2 | Financials | 8.69% |
| 3 | Industrials | 7.93% |
| 4 | Consumer Discretionary | 6.95% |
| 5 | Healthcare | 6.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Onto Innovation
ONTO
$6.27B
| – | – |
-5,279
|
|
||
277
Paychex
PAYX
$40.3B
| – | – |
-1,362
|
|
||
278
Prologis
PLD
$114B
| – | – |
-1,878
|
|
||
279
PPG Industries
PPG
$21.8B
| – | – |
-12,043
|
|
||
280
Starbucks
SBUX
$96.4B
| – | – |
-17,059
|
|
||
281
SelectQuote
SLQT
$262M
| – | – |
-169,380
|
|
||
282
Stem
STEM
$140M
| – | – |
-1,415
|
|
||
|
283
Texas Instruments
TXN
$145B
| – | – |
-13,735
|
|
||
284
Zoetis
ZTS
$53.2B
| – | – |
-19,483
|
|
||
|
TEM
285
Tempus AI
TEM
$12.2B
| – | – |
-8,385
|
|