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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
(+0.76%)
Cap. Flow
+$1.6B
Cap. Flow
% of AUM
2.16%
Top 10 Holdings %
Top 10 Hldgs %
18.47%
Holding
4,123
New
342
Increased
1,586
Reduced
1,609
Closed
399
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$147M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$144M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$86.4M |
| 4 |
Vanguard Value ETF
VTV
|
+$82.3M |
| 5 |
LyondellBasell Industries
LYB
|
+$76.8M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$90M |
| 2 |
ExxonMobil
XOM
|
+$78M |
| 3 |
Amazon
AMZN
|
+$73.8M |
| 4 |
IBM
IBM
|
+$55.8M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
2826
Associated Banc-Corp
ASB
$5.86B
| $311K | ﹤0.01% |
+13,806
| New | +$331K |
|
2827
VictoryShares US Value Momentum ETF
ULVM
$270M
| $311K | ﹤0.01% |
3,869
-238
| -6% | -$19.6K |
|
|
LOGC
2828
DELISTED
ContextLogic
LOGC
| $310K | ﹤0.01% |
44,391
+6,087
| +16% | +$45.3K |
|
2829
First Trust Nasdaq Semiconductor ETF
FTXL
$2.05B
| $310K | ﹤0.01% |
4,101
-16,551
| -80% | -$1.42M |
|
|
CWEN.A
2830
DELISTED
Clearway Energy Class A
CWEN.A
| $309K | ﹤0.01% |
10,873
-4,360
| -29% | -$112K |
|
2831
Zeta Global
ZETA
$5.46B
| $309K | ﹤0.01% |
22,808
+457
| +2% | +$8.16K |
|
2832
Liberty Global Class C
LBTYK
$3.4B
| $309K | ﹤0.01% |
25,837
-17,772
| -41% | -$214K |
|
2833
Remitly
RELY
$4.91B
| $309K | ﹤0.01% |
14,838
-2,254
| -13% | -$51.7K |
|
2834
Innovative Solutions & Support
ISSC
$343M
| $308K | ﹤0.01% |
48,987
+1,880
| +4% | +$16.2K |
|
2835
Academy Sports + Outdoors
ASO
$3.13B
| $308K | ﹤0.01% |
6,744
+1,180
| +21% | +$60.6K |
|
2836
Sphere Entertainment
SPHR
$5.06B
| $307K | ﹤0.01% |
9,381
-555
| -6% | -$22.6K |
|
2837
Banner Corp
BANR
$2.4B
| $307K | ﹤0.01% |
4,808
+230
| +5% | +$15.5K |
|
2838
Direxion Daily S&P 500 Bear 3x ETF
SPXS
$346M
| $306K | ﹤0.01% |
+4,301
| New | +$270K |
|
2839
M/I Homes
MHO
$3.89B
| $306K | ﹤0.01% |
2,678
-1,117
| -29% | -$137K |
|
2840
TeraWulf
WULF
$8.47B
| $306K | ﹤0.01% |
111,960
-63,552
| -36% | -$283K |
|
2841
First Trust Mid Cap Growth AlphaDEX Fund
FNY
$581M
| $306K | ﹤0.01% |
+4,081
| New | +$328K |
|
2842
Bread Financial
BFH
$4.36B
| $306K | ﹤0.01% |
6,102
-2,206
| -27% | -$125K |
|
2843
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.63B
| $305K | ﹤0.01% |
9,205
-656
| -7% | -$21.6K |
|
2844
IMAX
IMAX
$2.59B
| $305K | ﹤0.01% |
11,588
+281
| +2% | +$7.01K |
|
2845
Capital Group US Multi-Sector Income ETF
CGMS
$5.21B
| $305K | ﹤0.01% |
11,184
+1,376
| +14% | +$37.8K |
|
2846
DoubleVerify
DV
$1.73B
| $305K | ﹤0.01% |
22,835
+10,464
| +85% | +$194K |
|
2847
Champions Oncology
CSBR
$76.8M
| $305K | ﹤0.01% |
35,158
-4,150
| -11% | -$42K |
|
2848
Horace Mann Educators
HMN
$2.12B
| $305K | ﹤0.01% |
7,135
-6,659
| -48% | -$268K |
|
2849
Nuveen AMT-Free Municipal Value Fund
NUW
$251M
| $304K | ﹤0.01% |
22,161
-3,276
| -13% | -$45.2K |
|
2850
ePlus
PLUS
$2.42B
| $304K | ﹤0.01% |
4,981
+2,165
| +77% | +$153K |
|
Similar funds
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.