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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
AMTM
2851
Amentum Holdings
AMTM
$5.73B
$304K ﹤0.01%
16,701
+148
+0.9% +$3.01K
CFA icon
2852
VictoryShares US 500 Volatility Wtd ETF
CFA
$546M
$303K ﹤0.01%
3,587
+227
+7% +$19.6K
ABR icon
2853
Arbor Realty Trust
ABR
$979M
$302K ﹤0.01%
25,725
-2,759
-10% -$35.7K
TDC icon
2854
Teradata
TDC
$2.75B
$302K ﹤0.01%
13,434
-156
-1% -$4.22K
XPEV icon
2855
XPeng
XPEV
$12.2B
$301K ﹤0.01%
14,510
+3
+0% +$54
IYRI
2856
NEOS Real Estate High Income ETF
IYRI
$306M
$300K ﹤0.01%
+5,914
New +$303K
CWS icon
2857
AdvisorShares Focused Equity ETF
CWS
$132M
$300K ﹤0.01%
+4,579
New +$303K
CWCO icon
2858
Consolidated Water Co
CWCO
$484M
$300K ﹤0.01%
+12,236
New +$326K
CHX
2859
DELISTED
ChampionX
CHX
$298K ﹤0.01%
9,993
-2,341
-19% -$68.4K
PVH icon
2860
PVH
PVH
$4.01B
$298K ﹤0.01%
4,606
-4,539
-50% -$367K
ASX icon
2861
ASE Group
ASX
$74.4B
$297K ﹤0.01%
33,885
-560
-2% -$5.7K
DDIV icon
2862
First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF
DDIV
$73.9M
$297K ﹤0.01%
7,857
+189
+2% +$7.33K
WBIY icon
2863
WBI Power Factor High Dividend ETF
WBIY
$64.4M
$297K ﹤0.01%
10,050
– –
LKQ icon
2864
LKQ Corp
LKQ
$6.77B
$296K ﹤0.01%
+6,968
New +$276K
GRAL
2865
GRAIL Inc
GRAL
$2.76B
$296K ﹤0.01%
11,591
+627
+6% +$19.4K
AMWL icon
2866
American Well
AMWL
$185M
$295K ﹤0.01%
37,467
– –
NWE icon
2867
NorthWestern Energy
NWE
$4.45B
$294K ﹤0.01%
5,072
-504
-9% -$27.4K
SNDK
2868
Sandisk
SNDK
$162B
$293K ﹤0.01%
+6,151
New +$306K
IBTI icon
2869
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.88B
$292K ﹤0.01%
13,144
-28,228
-68% -$621K
KTB icon
2870
Kontoor Brands
KTB
$4.87B
$292K ﹤0.01%
4,559
-1,769
-28% -$137K
AKRO
2871
DELISTED
Akero Therapeutics
AKRO
$292K ﹤0.01%
+7,221
New +$306K
HUSV icon
2872
First Trust Horizon Managed Volatility Domestic ETF
HUSV
$76.9M
$292K ﹤0.01%
7,270
+230
+3% +$8.97K
DY icon
2873
Dycom Industries
DY
$12.1B
$292K ﹤0.01%
1,916
+123
+7% +$21.2K
IHDG icon
2874
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.22B
$290K ﹤0.01%
6,679
-23,036
-78% -$1.05M
ETG
2875
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
$1.75B
$290K ﹤0.01%
15,898
-2,297
-13% -$42.9K
113 114
115
116 117

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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.