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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
DFSI
2676
Dimensional International Sustainability Core 1 ETF
DFSI
$1.13B
$375K ﹤0.01%
10,755
+6
+0.1% +$208
CVE icon
2677
Cenovus Energy
CVE
$51.6B
$375K ﹤0.01%
26,923
+7,065
+36% +$102K
NML
2678
Neuberger Energy Infrastructure and Income Fund Inc
NML
$569M
$374K ﹤0.01%
41,567
+73
+0.2% +$657
AUGM
2679
FT Vest U.S. Equity Max Buffer ETF - August
AUGM
$31.7M
$374K ﹤0.01%
11,800
– –
DMC
2680
Del Monte Corp
DMC
$1.37B
$374K ﹤0.01%
12,130
-2,333
-16% -$71.6K
BRZE icon
2681
Braze
BRZE
$2.83B
$374K ﹤0.01%
10,359
-648
-6% -$26.1K
PRDO icon
2682
Perdoceo Education
PRDO
$2.06B
$373K ﹤0.01%
14,798
-26,013
-64% -$691K
VRNS icon
2683
Varonis Systems
VRNS
$5.13B
$373K ﹤0.01%
9,211
+990
+12% +$42.6K
DSEP icon
2684
FT Vest US Equity Deep Buffer ETF September
DSEP
$349M
$372K ﹤0.01%
9,377
– –
FAUG icon
2685
FT Vest US Equity Buffer ETF August
FAUG
$1.18B
$372K ﹤0.01%
8,177
– –
HAYW icon
2686
Hayward Holdings
HAYW
$3.28B
$372K ﹤0.01%
+26,716
New +$388K
TECB icon
2687
iShares US Tech Breakthrough Multisector ETF
TECB
$453M
$371K ﹤0.01%
7,590
+67
+0.9% +$3.57K
BBEU icon
2688
JPMorgan BetaBuilders Europe ETF
BBEU
$9.22B
$371K ﹤0.01%
5,996
-970
-14% -$58.6K
IVVM icon
2689
iShares Large Cap Moderate Quarterly Laddered ETF
IVVM
$171M
$370K ﹤0.01%
12,117
– –
FDM icon
2690
First Trust Dow Jones Select MicroCap Index Fund
FDM
$265M
$370K ﹤0.01%
5,953
+5
+0.1% +$338
QAI icon
2691
NYLI Hedge Multi-Strategy Tracker ETF
QAI
$1.01B
$367K ﹤0.01%
11,737
-150
-1% -$4.76K
CPRI icon
2692
Capri Holdings
CPRI
$1.88B
$366K ﹤0.01%
18,570
-11,380
-38% -$252K
GKOS icon
2693
Glaukos
GKOS
$8.89B
$366K ﹤0.01%
3,722
+424
+13% +$56.6K
DVAX
2694
DELISTED
Dynavax Technologies
DVAX
$365K ﹤0.01%
28,137
-10,085
-26% -$133K
IEV icon
2695
iShares Europe ETF
IEV
$1.64B
$364K ﹤0.01%
6,253
+1,615
+35% +$91.8K
IMTM icon
2696
iShares MSCI Intl Momentum Factor ETF
IMTM
$4.04B
$364K ﹤0.01%
9,111
-720
-7% -$28.5K
ABG icon
2697
Asbury Automotive
ABG
$4.49B
$364K ﹤0.01%
1,647
-151
-8% -$39.4K
GUG
2698
Guggenheim Active Allocation Fund
GUG
$507M
$363K ﹤0.01%
24,098
-8,238
-25% -$127K
CPER icon
2699
United States Copper Index Fund
CPER
$742M
$363K ﹤0.01%
+11,491
New +$331K
TAN icon
2700
Invesco Solar ETF
TAN
$1.41B
$363K ﹤0.01%
11,920
+1,689
+17% +$56.5K
106 107
108
109 110

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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.