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HA
Huntleigh Advisors Portfolio holdings
AUM
$585M
1-Year Est. Return
50.58%
This Fund
S&P 500
This Quarter
Est. Return
+8.93%
1 Year Est. Return
+50.58%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$464M
AUM Growth
–
Cap. Flow
+$461M
Cap. Flow
% of AUM
99.29%
Top 10 Holdings %
Top 10 Hldgs %
39.6%
Holding
261
New
261
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$60.9M |
| 2 |
Apple
AAPL
|
+$28.4M |
| 3 |
Amazon
AMZN
|
+$17.6M |
| 4 |
Broadcom
AVGO
|
+$15.8M |
| 5 |
Microsoft
MSFT
|
+$11.7M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 36.51% |
| 2 | Consumer Discretionary | 8.88% |
| 3 | Healthcare | 7.87% |
| 4 | Financials | 7.65% |
| 5 | Industrials | 5.72% |
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Huntleigh Advisors's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for Huntleigh Advisors, which disclosed 261 positions worth $464M. Its ten largest holdings account for 40% of the portfolio.
Its largest position is NVIDIA: 442,006 shares worth $59.4M.
By sector, the portfolio is most concentrated in Technology at 37% of assets, followed by Consumer Discretionary and Healthcare.
- Huntleigh Advisors's largest Q4 2024 buy was NVIDIA: 442,006 shares worth $59.4M.
- Huntleigh Advisors's ten largest holdings make up 40% of its $464M portfolio in Q4 2024.
- Huntleigh Advisors disclosed 261 positions in Q4 2024, its first 13F filing on record.
Based on Huntleigh Advisors's 13F filing for Q4 2024, filed 29 Apr 2025.