Huntleigh Advisors, Inc. logo

Huntleigh Advisors, Inc.

RIA/Wealth

Huntleigh Advisors, Inc. is a RIA/Wealth based in St. Louis, MO led by Michael Barry Rowan, reporting $626.5M in AUM as of Q3 2025 with 35% Technology concentration.

PresidentMichael Barry Rowan
Portfolio Value
$586.1M
Positions
277
Top Holding
NVDA at 11.92%
Last Reported
Q3 2025
Address7800 Forsyth Blvd., 5th Floor, St. Louis, MO, 63105, United States

Top Holdings

Largest long holdings in Huntleigh Advisors, Inc.'s portfolio (34.8% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
1
Nvidia logo
Nvidia
NVDA
Semiconductors
Technology
$69.9M
11.92%
-$3.7M
Sold
0.00%
374.5K shares
2
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$28.0M
4.77%
+$58.3K
Bought
0.00%
109.9K shares
Semiconductors
Technology
$20.0M
3.42%
-$1.8M
Sold
0.00%
60.7K shares
4
Amazon logo
Amazon
AMZN
Specialty Retail
Consumer Cyclical
$18.6M
3.17%
+$115.3K
Bought
0.00%
84.6K shares
Software - Infrastructure
Technology
$13.8M
2.36%
+$50.8K
Bought
0.00%
26.7K shares
Internet Content & Information
Communication Services
$12.5M
2.14%
+$3.7K
Bought
0.00%
17.1K shares
7
Oracle logo
Oracle
ORCL
Software - Infrastructure
Technology
$10.7M
1.83%
-$646.8K
Sold
0.00%
38.1K shares
Internet Content & Information
Communication Services
$10.6M
1.81%
+$69.4K
Bought
0.00%
43.7K shares
Internet Content & Information
Communication Services
$9.9M
1.69%
+$212.0K
Bought
0.00%
40.8K shares
ETF
ETF
$9.8M
1.66%
+$380.6K
Bought
269.9K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Huntleigh Advisors, Inc.'s latest filing

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Market Value
$586.1M
Prior: $518.1M
Q/Q Change
+13.12%
+$68.0M
Net Flows % of MV
+1.82%
Turnover Ratio
7.99%
New Purchases
37 stocks
$27.6M
Added To
134 stocks
+$24.1M
Sold Out Of
31 stocks
$16.1M
Reduced Holdings
82 stocks
-$24.9M

Increased Positions

PositionShares Δ
1
Vistra logo
New
New
New
New
New

Decreased Positions

PositionShares Δ
1
Veralto logo
Sold
Sold
Sold
Sold
Sold

Analytics

Portfolio insights and performance metrics for Huntleigh Advisors, Inc.

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Sector Allocation

Technology: 35.40%TechnologyETF: 15.70%ETFIndustrials: 9.30%IndustrialsFinancial Services: 8.10%Consumer Cyclical: 6.90%Communication Services: 6.60%Healthcare: 5.80%Energy: 2.50%Consumer Defensive: 2.00%Basic Materials: 2.00%Utilities: 1.60%Real Estate: 0.30%
Technology
35.40%
ETF
15.70%
Industrials
9.30%
Financial Services
8.10%
Consumer Cyclical
6.90%
Communication Services
6.60%
Healthcare
5.80%
Energy
2.50%
Consumer Defensive
2.00%
Basic Materials
2.00%
Utilities
1.60%
Real Estate
0.30%

Market Cap Distribution

Mega Cap (> $200B): 45.23%Mega Cap (> $200B)Large Cap ($10B - $200B): 24.18%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 6.55%Small Cap ($300M - $2B): 2.74%Micro Cap ($50M - $300M): 0.86%Nano Cap (< $50M): 0.26%N/A (ETF or Unknown): 20.19%N/A (ETF or Unknown)
Mega Cap (> $200B)
45.23%
Large Cap ($10B - $200B)
24.18%
Mid Cap ($2B - $10B)
6.55%
Small Cap ($300M - $2B)
2.74%
Micro Cap ($50M - $300M)
0.86%
Nano Cap (< $50M)
0.26%
N/A (ETF or Unknown)
20.19%

Portfolio Concentration

Top 10 Holdings %
34.77%
Top 20 Holdings %
47.07%
Top 50 Holdings %
67.35%
Top 100 Holdings %
84.94%

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