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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 | |
|---|---|---|---|---|---|---|
2526
Meritage Homes
MTH
$4.89B
| $457K | ﹤0.01% |
6,452
+20
| +0.3% | +$1.5K |
|
2527
Quince Therapeutics
QNCX
$18.9M
| $457K | ﹤0.01% |
1,718
+10
| +0.6% | +$3.05K |
|
2528
Cytokinetics
CYTK
$10.8B
| $456K | ﹤0.01% |
11,352
+2,029
| +22% | +$93.2K |
|
2529
Sensata Technologies
ST
$6.8B
| $455K | ﹤0.01% |
18,765
+3,138
| +20% | +$87K |
|
2530
Invesco National AMT-Free Municipal Bond ETF
PZA
$4.24B
| $455K | ﹤0.01% |
19,758
-2,665
| -12% | -$62.5K |
|
2531
CarMax
KMX
$8.36B
| $455K | ﹤0.01% |
5,839
-2,182
| -27% | -$175K |
|
2532
Edgewell Personal Care
EPC
$1.3B
| $455K | ﹤0.01% |
14,568
+3,804
| +35% | +$120K |
|
|
SBR
2533
Sabine Royalty Trust
SBR
$1.07B
| $454K | ﹤0.01% |
6,725
+246
| +4% | +$16.4K |
|
2534
Aramark
ARMK
$15.1B
| $454K | ﹤0.01% |
13,141
-3,926
| -23% | -$145K |
|
2535
Pilgrim's Pride
PPC
$7.09B
| $452K | ﹤0.01% |
8,293
-1,055
| -11% | -$52.8K |
|
2536
Prudential
PUK
$36.1B
| $451K | ﹤0.01% |
20,979
+212
| +1% | +$3.79K |
|
2537
First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF
HISF
$98.8M
| $451K | ﹤0.01% |
10,186
+113
| +1% | +$4.98K |
|
2538
Herc Holdings
HRI
$4.95B
| $450K | ﹤0.01% |
3,355
-210
| -6% | -$35.8K |
|
2539
Otter Tail
OTTR
$3.93B
| $450K | ﹤0.01% |
5,599
+398
| +8% | +$31.5K |
|
2540
Regal Rexnord
RRX
$13.5B
| $450K | ﹤0.01% |
3,953
+647
| +20% | +$89.9K |
|
2541
Old National Bancorp
ONB
$10.3B
| $450K | ﹤0.01% |
21,219
+4,560
| +27% | +$103K |
|
|
ARTY
2542
iShares Future AI & Tech ETF
ARTY
$3.35B
| $448K | ﹤0.01% |
14,249
+3,983
| +39% | +$148K |
|
2543
Impinj
PI
$4.05B
| $448K | ﹤0.01% |
4,934
+723
| +17% | +$81K |
|
2544
First Majestic Silver
AG
$7.75B
| $447K | ﹤0.01% |
66,877
| – | – |
|
2545
Ashland
ASH
$3.11B
| $447K | ﹤0.01% |
7,545
+23
| +0.3% | +$1.47K |
|
2546
Erie Indemnity
ERIE
$12.7B
| $447K | ﹤0.01% |
1,067
-381
| -26% | -$155K |
|
2547
State Street SPDR Portfolio TIPS ETF
SPIP
$1.01B
| $446K | ﹤0.01% |
16,917
-593
| -3% | -$15.3K |
|
2548
US Global Jets ETF
JETS
$790M
| $446K | ﹤0.01% |
21,468
-3,173
| -13% | -$77.8K |
|
|
ETHA
2549
iShares Ethereum Trust ETF
ETHA
$5.59B
| $446K | ﹤0.01% |
32,255
+18,422
| +133% | +$367K |
|
2550
OneMain Financial
OMF
$7.19B
| $446K | ﹤0.01% |
9,116
-8,659
| -49% | -$459K |
|
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.