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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
+0.88%
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
$73.1B
AUM Growth
+$3.13B
Cap. Flow
+$6.15B
Cap. Flow %
8.41%
Top 10 Hldgs %
19.29%
Holding
4,120
New
390
Increased
1,802
Reduced
1,391
Closed
320

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$2.14B
2
SN icon
SharkNinja
SN
+$220M
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$145M
4
AAPL icon
Apple
AAPL
+$101M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$88.7M

Top Sells

Rank Stock Value
1
TTGT icon
TechTarget
TTGT
+$32.9M
2
VTI icon
Vanguard Total Stock Market ETF
VTI
+$29.7M
3
LYB icon
LyondellBasell Industries
LYB
+$25.1M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$24.7M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$24.5M

Sector Composition

Rank Sector Weight
1 Technology 14.15%
2 Financials 10.6%
3 Consumer Discretionary 6.93%
4 Healthcare 5.42%
5 Industrials 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DVYE icon
2676
iShares Emerging Markets Dividend ETF
DVYE
$1.2B
$384K ﹤0.01%
14,863
-1,389
-9% -$38.5K
HOG icon
2677
Harley-Davidson
HOG
$2.66B
$384K ﹤0.01%
12,729
-9,929
-44% -$329K
BGC icon
2678
BGC Group
BGC
$5.73B
$383K ﹤0.01%
42,291
+4,360
+11% +$42K
KBWB icon
2679
Invesco KBW Bank ETF
KBWB
$6.9B
$383K ﹤0.01%
5,863
+699
+14% +$45.7K
DRLL icon
2680
Strive US Energy ETF
DRLL
$286M
$382K ﹤0.01%
14,018
-11,143
-44% -$322K
BRFH icon
2681
Barfresh Food Group
BRFH
$26.5M
$382K ﹤0.01%
129,939
– –
PRVA icon
2682
Privia Health
PRVA
$3.13B
$381K ﹤0.01%
19,469
+932
+5% +$18.5K
EOCT icon
2683
Innovator Emerging Markets Power Buffer ETF October
EOCT
$104M
$381K ﹤0.01%
14,670
+5,535
+61% +$146K
FAUG icon
2684
FT Vest US Equity Buffer ETF August
FAUG
$1.18B
$381K ﹤0.01%
8,177
-223
-3% -$10.4K
ARTY
2685
iShares Future AI & Tech ETF
ARTY
$3.35B
$381K ﹤0.01%
10,266
+2,080
+25% +$75.6K
DSEP icon
2686
FT Vest US Equity Deep Buffer ETF September
DSEP
$349M
$380K ﹤0.01%
9,377
+2,522
+37% +$102K
BSCU icon
2687
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.65B
$380K ﹤0.01%
23,219
+3,299
+17% +$54.7K
XSHQ icon
2688
Invesco S&P SmallCap Quality ETF
XSHQ
$251M
$379K ﹤0.01%
8,958
+3,792
+73% +$169K
GOF icon
2689
Guggenheim Strategic Opportunities Fund
GOF
$2.22B
$379K ﹤0.01%
24,850
+527
+2% +$8.28K
GAB icon
2690
Gabelli Equity Trust
GAB
$1.76B
$379K ﹤0.01%
70,482
-14,049
-17% -$77.7K
THNQ icon
2691
ROBO Global Artificial Intelligence ETF
THNQ
$404M
$379K ﹤0.01%
7,735
+210
+3% +$10.2K
OUSM icon
2692
ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
$902M
$378K ﹤0.01%
8,657
– –
CUZ icon
2693
Cousins Properties
CUZ
$5.22B
$378K ﹤0.01%
12,329
-40
-0.3% -$1.23K
DUOT icon
2694
Duos Technologies
DUOT
$243M
$378K ﹤0.01%
63,143
+4,000
+7% +$17.9K
FMC icon
2695
FMC
FMC
$1.37B
$377K ﹤0.01%
7,766
+437
+6% +$25.5K
SDVD icon
2696
FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
$924M
$377K ﹤0.01%
+17,508
New +$395K
AUGM
2697
FT Vest U.S. Equity Max Buffer ETF - August
AUGM
$31.7M
$376K ﹤0.01%
11,800
– –
BERY
2698
DELISTED
Berry Global Group, Inc.
BERY
$375K ﹤0.01%
5,806
+765
+15% +$50.5K
IVZ icon
2699
Invesco
IVZ
$13B
$374K ﹤0.01%
21,401
+7,062
+49% +$126K
QAI icon
2700
NYLI Hedge Multi-Strategy Tracker ETF
QAI
$1.01B
$373K ﹤0.01%
11,887
-700
-6% -$22.6K
106 107
108
109 110

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HighTower Advisors's Q4 2024 Portfolio in Review

As of Q4 2024, HighTower Advisors held 4,120 positions worth $73.1B, up 4.5% from $70B the previous quarter. Its ten largest holdings account for 19% of the portfolio.

HighTower Advisors deployed $6.15B of net new capital in Q4 2024, opening 390 new positions and adding to 1,802 existing holdings. Its largest new stake was Microsoft: 5,023,862 shares worth $2.12B.

By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 14% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was TechTarget, an estimated $32.9M trimmed.

  • HighTower Advisors's largest Q4 2024 buy was Microsoft: 5,023,862 shares worth $2.12B.
  • HighTower Advisors added most to SharkNinja in Q4 2024, an estimated $220M increase.
  • HighTower Advisors's biggest Q4 2024 reduction was TechTarget, cutting an estimated $32.9M.
  • HighTower Advisors fully exited Marathon Oil Corporation in Q4 2024, selling an estimated $12.6M.
  • HighTower Advisors's ten largest holdings make up 19% of its $73.1B portfolio in Q4 2024.
  • HighTower Advisors opened 390 new positions and closed 320 in Q4 2024.
  • HighTower Advisors's portfolio value rose 4.5% quarter-over-quarter to $73.1B.

Based on HighTower Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.