Huntleigh Advisors, Inc.
Huntleigh Advisors, Inc. is an employee-owned, national investment advisory firm headquartered in St. Louis, Missouri. Established over 25 years ago, the firm provides value-based investment strategies and portfolio management services to high net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, and other investment advisors. Huntleigh Advisors specializes in separate client-focused equity and fixed-income portfolios, using a mix of fundamental and technical analysis, and invests across public equity, fixed-income, commodities, mutual funds, and ETFs. Huntleigh Advisors operates alongside its affiliated brokerage, Huntleigh Securities Corporation, and together they are among the largest privately held securities groups in the St. Louis region. The firm is committed to personalized, adaptable service and upholding high standards of integrity.
Investment Strategy
Huntleigh Advisors manages separate, client-focused equity and fixed-income portfolios, employing a combination of fundamental and technical analysis to construct diversified portfolios. Their investment process involves direct investment in public equities, fixed income, and commodity markets, as well as the use of mutual funds and ETFs. The firm prioritizes value-based strategies, customized portfolio construction, and a client-centric approach to service. Portfolios are actively managed with a focus on risk-adjusted returns, and allocations are tailored to each client’s needs and investment goals.
Top Holdings
Equity Positions (268)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 12.02% | $62.3M | 394,492 | $134.29 | $157.99 | +$17.7M |
A AAPL | APPLE INC | 4.34% | $22.5M | 109,628 | $250.42 | $205.17 | -$2.1M |
A AMZN | AMAZON COM INC | 3.56% | $18.4M | 84,062 | $219.39 | $219.39 | +$2.1M |
A AVGO | BROADCOM INC | 3.52% | $18.3M | 66,251 | $232.25 | $275.65 | +$7.3M |
M MSFT | MICROSOFT CORP | 2.55% | $13.2M | 26,561 | $421.50 | $497.41 | +$3.0M |