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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
NIO icon
2751
NIO
NIO
$11.7B
$339K ﹤0.01%
88,885
-1,001
-1% -$4.41K
NFEB
2752
Innovator Growth-100 Power Buffer ETF - February
NFEB
$82M
$338K ﹤0.01%
+14,225
New +$349K
GAMB
2753
DELISTED
Gambling.com
GAMB
$337K ﹤0.01%
+26,735
New +$376K
HYBX
2754
TCW High Yield Bond ETF
HYBX
$31.4M
$337K ﹤0.01%
11,146
– –
CORZ icon
2755
Core Scientific
CORZ
$6.6B
$336K ﹤0.01%
46,446
-1,458
-3% -$16.6K
BETZ icon
2756
Roundhill Sports Betting & iGaming ETF
BETZ
$51.1M
$336K ﹤0.01%
17,851
+106
+0.6% +$2.1K
SLG icon
2757
SL Green Realty
SLG
$3.77B
$335K ﹤0.01%
5,814
-1,644
-22% -$104K
RC
2758
Ready Capital
RC
$261M
$335K ﹤0.01%
65,875
-10,928
-14% -$67.3K
BLFY
2759
DELISTED
Blue Foundry Bancorp
BLFY
$335K ﹤0.01%
36,425
– –
ZWS icon
2760
Zurn Elkay Water Solutions
ZWS
$8.23B
$335K ﹤0.01%
10,161
+1,327
+15% +$47.8K
KBH icon
2761
KB Home
KBH
$3.54B
$335K ﹤0.01%
5,765
-2,804
-33% -$179K
FSZ icon
2762
First Trust Switzerland AlphaDEX Fund
FSZ
$36.3M
$334K ﹤0.01%
4,943
– –
CUZ icon
2763
Cousins Properties
CUZ
$5.22B
$334K ﹤0.01%
11,326
-1,003
-8% -$30K
AMSF icon
2764
AMERISAFE
AMSF
$573M
$334K ﹤0.01%
6,346
-1,358
-18% -$68.9K
FLCO icon
2765
Franklin Investment Grade Corporate ETF
FLCO
$580M
$333K ﹤0.01%
15,566
-4,191
-21% -$89K
NBB icon
2766
Nuveen Taxable Municipal Income Fund
NBB
$449M
$333K ﹤0.01%
20,775
-36,151
-64% -$571K
NSA
2767
DELISTED
National Storage Affiliates Trust
NSA
$332K ﹤0.01%
+8,432
New +$318K
COLL icon
2768
Collegium Pharmaceutical
COLL
$1.16B
$332K ﹤0.01%
11,117
-3,839
-26% -$117K
IGLB icon
2769
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.65B
$332K ﹤0.01%
6,605
+929
+16% +$46.4K
FROG icon
2770
JFrog
FROG
$9.26B
$329K ﹤0.01%
10,290
+141
+1% +$4.91K
SPRY icon
2771
ARS Pharmaceuticals
SPRY
$563M
$329K ﹤0.01%
26,145
-965
-4% -$11.6K
KDEC
2772
Innovator U.S. Small Cap Power Buffer ETF - December
KDEC
$72.5M
$328K ﹤0.01%
14,332
+4,106
+40% +$97.9K
TFIN icon
2773
Triumph Financial Inc
TFIN
$1.84B
$328K ﹤0.01%
5,675
-864
-13% -$63K
RAVI icon
2774
FlexShares Ultra-Short Income Fund
RAVI
$1.48B
$327K ﹤0.01%
4,327
-32
-0.7% -$2.41K
ISCV icon
2775
iShares Morningstar Small-Cap Value ETF
ISCV
$701M
$327K ﹤0.01%
5,514
+1
+0% +$63
109 110
111
112 113

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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.