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HighTower Advisors Portfolio holdings
AUM
$94.2B
1-Year Est. Return
21.24%
This Fund
S&P 500
This Quarter
Est. Return
-0.3%
1 Year Est. Return
+21.24%
3 Year Est. Return
+66.34%
5 Year Est. Return
+83.36%
10 Year Est. Return
+290.31%
AUM
$73.7B
AUM Growth
+$559M
(+0.76%)
Cap. Flow
+$1.6B
Cap. Flow
% of AUM
2.16%
Top 10 Holdings %
Top 10 Hldgs %
18.47%
Holding
4,123
New
342
Increased
1,586
Reduced
1,609
Closed
399
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$147M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$144M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$86.4M |
| 4 |
Vanguard Value ETF
VTV
|
+$82.3M |
| 5 |
LyondellBasell Industries
LYB
|
+$76.8M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$90M |
| 2 |
ExxonMobil
XOM
|
+$78M |
| 3 |
Amazon
AMZN
|
+$73.8M |
| 4 |
IBM
IBM
|
+$55.8M |
| 5 |
General Motors
GM
|
+$51.3M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 12.32% |
| 2 | Financials | 10.91% |
| 3 | Consumer Discretionary | 6.07% |
| 4 | Healthcare | 5.9% |
| 5 | Industrials | 4.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2501
ESAB
ESAB
$5.54B
| $470K | ﹤0.01% |
4,031
-504
| -11% | -$61.4K |
|
2502
iShares ESG Advanced Universal USD Bond ETF
EUSB
$714M
| $470K | ﹤0.01% |
+10,839
| New | +$465K |
|
2503
State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
$262M
| $469K | ﹤0.01% |
3,821
-172
| -4% | -$22.1K |
|
2504
Lantheus
LNTH
$6.68B
| $468K | ﹤0.01% |
4,797
+2,488
| +108% | +$233K |
|
2505
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$6.57B
| $468K | ﹤0.01% |
3,333
-2,428
| -42% | -$405K |
|
2506
Invesco Building & Construction ETF
PKB
$436M
| $467K | ﹤0.01% |
6,930
-449,752
| -98% | -$33.2M |
|
2507
WisdomTree
WT
$2.97B
| $466K | ﹤0.01% |
+52,280
| New | +$487K |
|
2508
PUT
Baidu
BIDU
$35.6B
| $466K | ﹤0.01% |
68,100
+8,600
| +14% | +$772K |
|
2509
Harbor International Compounders ETF
OSEA
$475M
| $466K | ﹤0.01% |
+17,556
| New | +$471K |
|
2510
Progress Software
PRGS
$1.66B
| $466K | ﹤0.01% |
9,039
-4,210
| -32% | -$241K |
|
2511
RadNet
RDNT
$4.97B
| $465K | ﹤0.01% |
9,345
+548
| +6% | +$32.4K |
|
2512
Spear Alpha ETF
SPRX
$190M
| $464K | ﹤0.01% |
23,409
+605
| +3% | +$15.4K |
|
2513
Laird Superfood
LSF
$46.8M
| $464K | ﹤0.01% |
75,471
+4,975
| +7% | +$33.5K |
|
2514
Inspire Medical Systems
INSP
$1.5B
| $464K | ﹤0.01% |
2,910
+760
| +35% | +$137K |
|
2515
GlobalFoundries
GFS
$26.9B
| $463K | ﹤0.01% |
+12,554
| New | +$507K |
|
2516
BJ's Restaurants
BJRI
$1.45B
| $463K | ﹤0.01% |
13,509
+21
| +0.2% | +$745 |
|
2517
Brunswick
BC
$5.33B
| $462K | ﹤0.01% |
8,586
+2,335
| +37% | +$146K |
|
2518
Invesco S&P SmallCap Momentum ETF
XSMO
$3.01B
| $462K | ﹤0.01% |
7,365
+44
| +0.6% | +$2.89K |
|
2519
Addus HomeCare
ADUS
$2.23B
| $462K | ﹤0.01% |
4,671
+1,795
| +62% | +$200K |
|
2520
Alarm.com
ALRM
$2.7B
| $461K | ﹤0.01% |
8,289
+7
| +0.1% | +$420 |
|
2521
Southwest Gas
SWX
$6.7B
| $461K | ﹤0.01% |
6,424
-2,779
| -30% | -$206K |
|
2522
UiPath
PATH
$6.32B
| $461K | ﹤0.01% |
44,755
-28,444
| -39% | -$366K |
|
2523
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$632M
| $459K | ﹤0.01% |
21,743
+23
| +0.1% | +$493 |
|
|
AAT
2524
American Assets Trust
AAT
$1.48B
| $458K | ﹤0.01% |
+22,752
| New | +$513K |
|
2525
Selective Insurance
SIGI
$5.63B
| $458K | ﹤0.01% |
5,001
+441
| +10% | +$38.6K |
|
Similar funds
HighTower Advisors's Q1 2025 Portfolio in Review
As of Q1 2025, HighTower Advisors held 4,123 positions worth $73.7B, up 0.76% from $73.1B the previous quarter. Its ten largest holdings account for 18% of the portfolio.
HighTower Advisors's Q1 2025 filing shows 342 new, 1,586 increased, 1,609 reduced and 399 closed positions. Its largest new stake was iShares iBonds Dec 2027 Term Corporate ETF: 1,400,628 shares worth $33.9M. The largest sale was Apple, an estimated $90M.
By sector, the portfolio is most concentrated in Technology at 12% of assets, down from 14% a quarter earlier, followed by Financials and Consumer Discretionary.
- HighTower Advisors's largest Q1 2025 buy was iShares iBonds Dec 2027 Term Corporate ETF: 1,400,628 shares worth $33.9M.
- HighTower Advisors added most to iShares Core S&P 500 ETF in Q1 2025, an estimated $147M increase.
- HighTower Advisors's biggest Q1 2025 reduction was Apple, cutting an estimated $90M.
- HighTower Advisors fully exited Independent Bank Group, Inc. in Q1 2025, selling an estimated $15M.
- HighTower Advisors's ten largest holdings make up 18% of its $73.7B portfolio in Q1 2025.
- HighTower Advisors opened 342 new positions and closed 399 in Q1 2025.
- HighTower Advisors's portfolio value rose 0.76% quarter-over-quarter to $73.7B.
Based on HighTower Advisors's 13F filing for Q1 2025, filed 13 May 2025.