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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
KAI icon
2576
Kadant
KAI
$3.72B
$428K ﹤0.01%
1,271
-127
-9% -$46.1K
BUXX icon
2577
Strive Enhanced Income Short Maturity ETF
BUXX
$489M
$428K ﹤0.01%
21,050
-583
-3% -$11.9K
COLB icon
2578
Columbia Banking Systems
COLB
$8.84B
$427K ﹤0.01%
17,141
+1,330
+8% +$35.4K
PBI icon
2579
Pitney Bowes
PBI
$2.41B
$427K ﹤0.01%
47,206
-18,594
-28% -$168K
DJAN icon
2580
FT Vest US Equity Deep Buffer ETF January
DJAN
$472M
$425K ﹤0.01%
+11,204
New +$437K
CSGS
2581
DELISTED
CSG Systems International
CSGS
$423K ﹤0.01%
6,999
+2,413
+53% +$143K
PPBI
2582
DELISTED
Pacific Premier Bancorp
PPBI
$423K ﹤0.01%
19,848
+477
+2% +$11.4K
CPA icon
2583
Copa Holdings
CPA
$5.71B
$423K ﹤0.01%
+4,576
New +$425K
ACU icon
2584
Acme United Corp
ACU
$227M
$422K ﹤0.01%
10,659
+304
+3% +$11.4K
IYLD icon
2585
iShares Morningstar Multi-Asset Income ETF
IYLD
$125M
$422K ﹤0.01%
21,025
+484
+2% +$9.66K
BMA icon
2586
Banco Macro
BMA
$5.81B
$422K ﹤0.01%
+5,584
New +$522K
HOMB icon
2587
Home BancShares
HOMB
$6.31B
$421K ﹤0.01%
14,889
-4,062
-21% -$119K
FDEC icon
2588
FT Vest US Equity Buffer ETF December
FDEC
$1.32B
$420K ﹤0.01%
9,676
+450
+5% +$20.1K
DMB
2589
BNY Mellon Municipal Bond Infrastructure Fund
DMB
$195M
$419K ﹤0.01%
39,651
+8,657
+28% +$91.6K
DBX icon
2590
Dropbox
DBX
$7.48B
$419K ﹤0.01%
15,689
-12,018
-43% -$349K
RWK icon
2591
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.33B
$419K ﹤0.01%
3,881
+270
+7% +$31.4K
FJUL icon
2592
FT Vest US Equity Buffer ETF July
FJUL
$1.2B
$419K ﹤0.01%
8,786
-150
-2% -$7.37K
MOD icon
2593
Modine Manufacturing
MOD
$11B
$417K ﹤0.01%
5,436
-1,091
-17% -$108K
QWLD
2594
State Street SPDR MSCI World StrategicFactors ETF
QWLD
$174M
$417K ﹤0.01%
3,265
+305
+10% +$39.1K
ETJ
2595
Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
$563M
$417K ﹤0.01%
49,277
+1,128
+2% +$10.1K
KNOP icon
2596
KNOT Offshore Partners
KNOP
$352M
$417K ﹤0.01%
59,702
+12
+0% +$69
DFP
2597
Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP
$426M
$417K ﹤0.01%
20,581
-5,668
-22% -$116K
KRG icon
2598
Kite Realty
KRG
$5.91B
$416K ﹤0.01%
18,595
-7,373
-28% -$169K
SR icon
2599
Spire
SR
$4.88B
$415K ﹤0.01%
+5,304
New +$388K
QQQU icon
2600
Direxion Daily Magnificent 7 Bull 2X ETF
QQQU
$66.4M
$415K ﹤0.01%
+13,121
New +$554K
102 103
104
105 106

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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.