We are live on ! Find out more
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
PZZA icon
2776
Papa John's
PZZA
$1.02B
$327K ﹤0.01%
7,957
-5,686
-42% -$243K
VOYA icon
2777
Voya Financial
VOYA
$9.07B
$327K ﹤0.01%
4,823
-532
-10% -$37.2K
LITE icon
2778
Lumentum
LITE
$50.7B
$327K ﹤0.01%
5,242
+1,773
+51% +$136K
IEO icon
2779
iShares US Oil & Gas Exploration & Production ETF
IEO
$549M
$327K ﹤0.01%
3,453
+224
+7% +$20.9K
SMPL icon
2780
Simply Good Foods
SMPL
$941M
$326K ﹤0.01%
9,458
-4,081
-30% -$148K
QBF
2781
Innovator Uncapped Bitcoin 20 Floor ETF - Quarterly
QBF
$13.9M
$326K ﹤0.01%
+15,157
New +$354K
SMDV icon
2782
ProShares Russell 2000 Dividend Growers ETF
SMDV
$709M
$325K ﹤0.01%
4,952
– –
NEU icon
2783
NewMarket
NEU
$7.2B
$325K ﹤0.01%
573
-2,163
-79% -$1.14M
BDJ icon
2784
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.71B
$325K ﹤0.01%
37,748
+2,866
+8% +$25K
SPTN
2785
DELISTED
SpartanNash
SPTN
$324K ﹤0.01%
15,999
-5,770
-27% -$111K
BECN
2786
DELISTED
Beacon Roofing Supply, Inc.
BECN
$322K ﹤0.01%
2,607
-336
-11% -$39.1K
FYBR
2787
DELISTED
Frontier Communications
FYBR
$322K ﹤0.01%
+8,971
New +$320K
IOSP icon
2788
Innospec
IOSP
$2.12B
$321K ﹤0.01%
3,392
-102
-3% -$10.8K
WU icon
2789
Western Union
WU
$2.58B
$321K ﹤0.01%
30,370
-3,168
-9% -$33.6K
DNLI icon
2790
Denali Therapeutics
DNLI
$3.82B
$321K ﹤0.01%
23,603
-2,535
-10% -$48.6K
CSR
2791
Centerspace
CSR
$941M
$321K ﹤0.01%
+4,952
New +$312K
TEM
2792
Tempus AI
TEM
$7.72B
$320K ﹤0.01%
+6,624
New +$358K
DTH icon
2793
WisdomTree International High Dividend Fund
DTH
$642M
$320K ﹤0.01%
7,525
-786
-9% -$31.7K
DCOM icon
2794
Dime Commercial Bancshares
DCOM
$1.8B
$319K ﹤0.01%
11,457
-41
-0.4% -$1.24K
NNOV
2795
Innovator Growth-100 Power Buffer ETF - November
NNOV
$85.9M
$319K ﹤0.01%
12,736
– –
ROUS icon
2796
Hartford Multifactor US Equity ETF
ROUS
$695M
$319K ﹤0.01%
6,279
-673
-10% -$35K
OIA icon
2797
Invesco Municipal Income Opportunities Trust
OIA
$293M
$317K ﹤0.01%
52,691
+42
+0.1% +$255
PCH
2798
DELISTED
PotlatchDeltic
PCH
$316K ﹤0.01%
7,015
+47
+0.7% +$2.06K
CNO icon
2799
CNO Financial Group
CNO
$5B
$316K ﹤0.01%
7,597
-276
-4% -$11K
SVC
2800
Service Properties Trust
SVC
$1.09B
$316K ﹤0.01%
24,245
+12,021
+98% +$163K
110 111
112
113 114

Similar funds

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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.