We are live on ! Find out more
HighTower Advisors

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
Cap. Flow
+$1.6B
Cap. Flow %
2.16%
Top 10 Hldgs %
18.47%
Holding
4,123
New
342
Increased
1,586
Reduced
1,609
Closed
399

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$147M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$144M
3
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$86.4M
4
VTV icon
Vanguard Value ETF
VTV
+$82.3M
5
LYB icon
LyondellBasell Industries
LYB
+$76.8M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$90M
2
XOM icon
ExxonMobil
XOM
+$78M
3
AMZN icon
Amazon
AMZN
+$73.8M
4
IBM icon
IBM
IBM
+$55.8M
5
GM icon
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
ACAD icon
2551
Acadia Pharmaceuticals
ACAD
$4.45B
$445K ﹤0.01%
+26,780
New +$486K
TGRW icon
2552
T. Rowe Price Growth Stock ETF
TGRW
$971M
$444K ﹤0.01%
12,400
+6,300
+103% +$247K
ILCV icon
2553
iShares Morningstar Value ETF
ILCV
$1.32B
$443K ﹤0.01%
5,444
+1,834
+51% +$152K
MHH icon
2554
Mastech Digital
MHH
$93.7M
$443K ﹤0.01%
43,426
+10,233
+31% +$125K
LEO
2555
BNY Mellon Strategic Municipals
LEO
$386M
$443K ﹤0.01%
72,403
-12,847
-15% -$79.4K
ADX icon
2556
Adams Diversified Equity Fund
ADX
$3.08B
$442K ﹤0.01%
23,296
-3,050
-12% -$61.3K
STLA icon
2557
Stellantis
STLA
$16.7B
$442K ﹤0.01%
39,431
+7,557
+24% +$97.2K
LEGR icon
2558
First Trust Indxx Innovative Transaction & Process ETF
LEGR
$128M
$442K ﹤0.01%
9,062
-578
-6% -$28.2K
PRAA icon
2559
PRA Group
PRAA
$688M
$442K ﹤0.01%
21,425
+20
+0.1% +$424
INDB icon
2560
Independent Bank
INDB
$4.1B
$442K ﹤0.01%
7,049
+226
+3% +$14.9K
JXN icon
2561
Jackson Financial
JXN
$8.57B
$441K ﹤0.01%
5,266
-557
-10% -$49.5K
VNQI icon
2562
Vanguard Global ex-US Real Estate ETF
VNQI
$3.52B
$441K ﹤0.01%
10,895
-1,947
-15% -$78.3K
BERY
2563
DELISTED
Berry Global Group, Inc.
BERY
$439K ﹤0.01%
6,287
+481
+8% +$33.4K
BLE
2564
DELISTED
BlackRock Municipal Income Trust II
BLE
$439K ﹤0.01%
42,231
-10,795
-20% -$115K
AX icon
2565
Axos Financial
AX
$5.64B
$437K ﹤0.01%
6,778
-6,570
-49% -$446K
AVTR icon
2566
Avantor
AVTR
$8.48B
$437K ﹤0.01%
26,965
-6,176
-19% -$117K
IAK icon
2567
iShares US Insurance ETF
IAK
$525M
$437K ﹤0.01%
3,171
+853
+37% +$111K
LTH icon
2568
Life Time Group Holdings
LTH
$10.2B
$436K ﹤0.01%
+14,439
New +$424K
PBE icon
2569
Invesco Biotechnology & Genome ETF
PBE
$288M
$435K ﹤0.01%
6,862
-191
-3% -$12.9K
FMS icon
2570
Fresenius Medical Care
FMS
$13.3B
$432K ﹤0.01%
17,358
-532
-3% -$12.7K
LCTD icon
2571
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF
LCTD
$283M
$432K ﹤0.01%
9,350
+3,443
+58% +$158K
NIC icon
2572
Nicolet Bankshares
NIC
$3.65B
$432K ﹤0.01%
+3,960
New +$445K
FDV icon
2573
Federated Hermes US Strategic Dividend ETF
FDV
$862M
$431K ﹤0.01%
15,292
+4,014
+36% +$111K
CATX icon
2574
Perspective Therapeutics
CATX
$327M
$429K ﹤0.01%
201,586
+23,475
+13% +$70.5K
HPI
2575
John Hancock Preferred Income Fund
HPI
$431M
$429K ﹤0.01%
25,862
-16,870
-39% -$287K
101 102
103
104 105

Similar funds

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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.