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CIK: 0001367653
Total reported value
$714.2M
$714.2M
270 檔
18.9%
The Q2 2025 SEC filing reveals that Huntleigh Advisors, Inc. held a total portfolio value of $714.2M, covering 270 public equity positions.
During Q2 2025, Huntleigh Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, AMZN) accounted for 18.9% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 270 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 12.02% | -0.84% | -4.16% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.34% | -0.17% | -0.96% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.56% | +0.11% | -2.08% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 3.52% | +0.15% | +0.95% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.55% | -0.28% | -2.13% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.43% | -0.28% | +0.71% | |
| 7 | SYFI | AB Shrt Duration Hgh Yld ETF | ETF-Other | 1.80% | -0.40% | +2.27% | |
| 8 | FTHY | First Trust Hi Yld Opp 2027 | Stock-Other | 1.74% | -0.03% | +4.68% | |
| 9 | ORCL | Oracle CORP | Stock-Tech | 1.70% | +0.25% | +1.86% | |
| 10 | FLDR | Fidelity Low Durat Fact ETF | ETF-Other | 1.60% | -0.38% | — | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.48% | +0.03% | +27.77% | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.45% | +0.33% | +3.70% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.36% | +0.20% | -4.76% | |
| 14 | RDVY | First Trust Rising Dividend | ETF-Other | 1.31% | +0.03% | +17.58% | |
| 15 | PTRB | Pgim Total Return Bond ETF | ETF-Other | 1.21% | -0.26% | -0.06% | |
| 16 | BLK | Blackrock Inc | Stock-Financials | 1.19% | -0.17% | +1.25% | |
| 17 | APH | Amphenol Corp-cl A | Stock-Tech | 1.18% | +0.26% | +1.57% | |
| 18 | UBND | Victoryshares Core Plus Bond | ETF-Other | 1.13% | -1.20% | +0.18% | |
| 19 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 1.08% | +0.01% | +8.38% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.06% | -0.07% | +0.74% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 1.01% | -0.01% | -1.09% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 0.96% | -0.30% | -0.08% | |
| 23 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.91% | +0.11% | +86.89% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.90% | +0.09% | +8.15% | |
| 25 | JXN | Jackson Financial Inc-a | Stock-Financials | 0.89% | -0.19% | -1.75% | |
| 26 | HYI | Western Asset High Yield Opp | Stock-Other | 0.88% | -0.02% | +5.41% | |
| 27 | ADI | Analog Devices Inc | Stock-Tech | 0.88% | -0.13% | +0.93% | |
| 28 | NFLX | Netflix Inc | Stock-Comm Services | 0.83% | -0.04% | EXIT | |
| 29 | RTX | Rtx CORP | Stock-Industrials | 0.82% | -0.14% | +3.08% | |
| 30 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.81% | +0.05% | +0.49% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.80% | -0.13% | +0.55% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.78% | -0.14% | +1.54% | |
| 33 | MODL | Victoryshares Westend US Sec | ETF-Other | 0.75% | — | +4.57% | |
| 34 | MRVL | Marvell Technology Inc | Stock-Tech | 0.72% | +0.32% | -5.82% | |
| 35 | DRS | Leonardo Drs Inc | Stock-Industrials | 0.70% | -0.12% | +5.07% | |
| 36 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.69% | -0.17% | +89.50% | |
| 37 | FTSL | First Trust Senior Loan ETF | ETF-Other | 0.62% | -0.11% | +10.65% | |
| 38 | SYK | Stryker CORP | Stock-Healthcare | 0.62% | -0.10% | +0.02% | |
| 39 | FIX | Comfort Systems USA Inc | Stock-Industrials | 0.56% | -0.19% | — | |
| 40 | FAST | Fastenal Co | Stock-Industrials | 0.56% | -0.06% | +153.41% | |
| 41 | ARDC | Ares Dynamic Credit All | Stock-Other | 0.55% | -0.16% | +0.64% | |
| 42 | VLTO | Veralto CORP | Stock-Industrials | 0.55% | — | +0.48% | |
| 43 | FSK | Fs Kkr Capital CORP | Stock-Financials | 0.54% | -0.05% | — | |
| 44 | ABT | Abbott Laboratories | Stock-Healthcare | 0.54% | -0.04% | +21.68% | |
| 45 | AMGN | Amgen Inc | Stock-Healthcare | 0.53% | -0.07% | +3.86% | |
| 46 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.52% | +0.09% | +331.55% | |
| 47 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.52% | -0.10% | +1.56% | |
| 48 | RBC | RBC Bearings Inc | Stock-Industrials | 0.49% | -0.03% | +0.85% | |
| 49 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.47% | — | +4.47% | |
| 50 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.47% | -0.14% | -0.84% |
According to official SEC Form 13F filings, Huntleigh Advisors, Inc. reported a total U.S. public equity portfolio value of $714.2M across 270 disclosed positions in Q2 2025.
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During Q2 2025, Huntleigh Advisors, Inc.'s top holdings by market value included NVDA (12.0%)、AAPL (4.3%)、AMZN (3.6%). The largest single position, NVDA, represented 12.0% of total portfolio value.
In Q2 2025, Huntleigh Advisors, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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