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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
FWD icon
2651
AB Disruptors ETF
FWD
$2.86B
$389K ﹤0.01%
+5,519
New +$443K
CGMU icon
2652
Capital Group Municipal Income ETF
CGMU
$6.4B
$389K ﹤0.01%
14,485
-1,235
-8% -$33.4K
NUGT icon
2653
Direxion Daily Gold Miners Index Bull 2X ETF
NUGT
$855M
$388K ﹤0.01%
6,251
-5,000
-44% -$246K
IYM icon
2654
iShares US Basic Materials ETF
IYM
$1.14B
$388K ﹤0.01%
2,881
-576
-17% -$78.5K
SLVM icon
2655
Sylvamo
SLVM
$1.55B
$386K ﹤0.01%
5,760
-13,713
-70% -$999K
USPH icon
2656
US Physical Therapy
USPH
$1.2B
$385K ﹤0.01%
5,319
+486
+10% +$40.8K
AMG icon
2657
Affiliated Managers Group
AMG
$9.78B
$385K ﹤0.01%
2,290
-328
-13% -$57.2K
AROW icon
2658
Arrow Financial
AROW
$664M
$384K ﹤0.01%
14,610
+688
+5% +$18.4K
FIBK icon
2659
First Interstate BancSystem
FIBK
$3.7B
$383K ﹤0.01%
13,384
+167
+1% +$5.17K
AVT icon
2660
Avnet
AVT
$7.07B
$383K ﹤0.01%
7,962
-2,123
-21% -$107K
EXPO icon
2661
Exponent
EXPO
$3.15B
$383K ﹤0.01%
4,720
-1,721
-27% -$150K
DBJP icon
2662
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
$680M
$382K ﹤0.01%
5,140
– –
XES icon
2663
State Street SPDR S&P Oil & Gas Equipment & Services ETF
XES
$357M
$382K ﹤0.01%
5,348
+127
+2% +$9.81K
IPAR icon
2664
Interparfums
IPAR
$4.09B
$381K ﹤0.01%
3,349
-69
-2% -$9.16K
MTA
2665
Metalla Royalty & Streaming
MTA
$688M
$381K ﹤0.01%
133,224
-2,000
-1% -$5.78K
GIB icon
2666
CGI
GIB
$15B
$381K ﹤0.01%
3,816
-131
-3% -$14.4K
TSEM icon
2667
Tower Semiconductor
TSEM
$22.9B
$381K ﹤0.01%
+10,678
New +$483K
GNR icon
2668
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.72B
$381K ﹤0.01%
7,150
-2,356
-25% -$124K
FESM icon
2669
Fidelity Enhanced Small Cap Core ETF
FESM
$6.01B
$380K ﹤0.01%
12,887
-1,193
-8% -$38.2K
PWB icon
2670
Invesco Large Cap Growth ETF
PWB
$2.24B
$380K ﹤0.01%
3,952
-146
-4% -$15.1K
CFFI icon
2671
C&F Financial
CFFI
$271M
$377K ﹤0.01%
5,598
+5
+0.1% +$374
HTO
2672
H2O America
HTO
$2.69B
$377K ﹤0.01%
6,897
+2,467
+56% +$126K
AMPL icon
2673
Amplitude
AMPL
$1.16B
$377K ﹤0.01%
37,007
-2,143
-5% -$25.3K
BKLC icon
2674
BNY Mellon US Large Cap Core Equity ETF
BKLC
$5.44B
$377K ﹤0.01%
10,638
+1,188
+13% +$44.5K
FBCV icon
2675
Fidelity Blue Chip Value ETF
FBCV
$175M
$376K ﹤0.01%
11,768
– –
105 106
107
108 109

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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.