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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
EBC icon
2701
Eastern Bankshares
EBC
$5.39B
$363K ﹤0.01%
22,116
-37,090
-63% -$646K
HASI icon
2702
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$4.95B
$363K ﹤0.01%
12,403
-2,639
-18% -$74.7K
EPI icon
2703
WisdomTree India Earnings Fund ETF
EPI
$2.05B
$361K ﹤0.01%
8,262
-61,760
-88% -$2.65M
UTZ icon
2704
Utz Brands
UTZ
$1.25B
$361K ﹤0.01%
25,643
+8,209
+47% +$113K
MBND icon
2705
State Street Nuveen Municipal Bond ETF
MBND
$26.9M
$360K ﹤0.01%
13,179
– –
HWC icon
2706
Hancock Whitney
HWC
$6.19B
$359K ﹤0.01%
6,845
+704
+11% +$39.6K
ENS icon
2707
EnerSys
ENS
$6.69B
$359K ﹤0.01%
3,920
+20
+0.5% +$1.95K
LADR
2708
Ladder Capital
LADR
$1.26B
$358K ﹤0.01%
31,394
+925
+3% +$10.6K
CTRE icon
2709
CareTrust REIT
CTRE
$10.1B
$358K ﹤0.01%
12,528
+5,046
+67% +$136K
FCPI icon
2710
Fidelity Stocks for Inflation ETF
FCPI
$271M
$358K ﹤0.01%
8,271
-2
-0% -$89
JJSF icon
2711
J&J Snack Foods
JJSF
$1.49B
$358K ﹤0.01%
2,717
-199
-7% -$26.7K
CASH icon
2712
Pathward Financial
CASH
$1.87B
$358K ﹤0.01%
4,906
+175
+4% +$13.3K
VBND icon
2713
Vident US Bond Strategy ETF
VBND
$526M
$357K ﹤0.01%
8,165
– –
PRIM icon
2714
Primoris Services
PRIM
$4.28B
$357K ﹤0.01%
6,217
+900
+17% +$65.1K
USIG icon
2715
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.4B
$356K ﹤0.01%
6,972
-5,016
-42% -$254K
DUOT icon
2716
Duos Technologies
DUOT
$243M
$356K ﹤0.01%
63,143
– –
THNQ icon
2717
ROBO Global Artificial Intelligence ETF
THNQ
$404M
$356K ﹤0.01%
8,039
+304
+4% +$15.3K
HPS
2718
John Hancock Preferred Income Fund III
HPS
$456M
$355K ﹤0.01%
23,686
-6,162
-21% -$92.9K
PDP icon
2719
Invesco Dorsey Wright Momentum ETF
PDP
$1.42B
$355K ﹤0.01%
3,553
-423
-11% -$45.7K
AMX icon
2720
America Movil
AMX
$77.2B
$354K ﹤0.01%
24,917
+506
+2% +$7.25K
CHEF icon
2721
Chefs' Warehouse
CHEF
$4.09B
$354K ﹤0.01%
6,491
+59
+0.9% +$3.29K
MBLY icon
2722
Mobileye
MBLY
$2.13B
$353K ﹤0.01%
24,552
-313
-1% -$5.11K
ESTA icon
2723
Establishment Labs
ESTA
$2.7B
$352K ﹤0.01%
8,636
-1,192
-12% -$44.4K
HROW icon
2724
Harrow
HROW
$1.47B
$352K ﹤0.01%
13,217
+3,090
+31% +$92.5K
MLPX icon
2725
Global X MLP & Energy Infrastructure ETF
MLPX
$3.57B
$351K ﹤0.01%
5,497
+1,930
+54% +$122K
107 108
109
110 111

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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.