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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
BPOP icon
2876
Popular Inc
BPOP
$11.1B
$289K ﹤0.01%
3,132
-30
-0.9% -$2.92K
IIPR icon
2877
Innovative Industrial Properties
IIPR
$1.76B
$289K ﹤0.01%
+5,347
New +$370K
KIDS icon
2878
OrthoPediatrics
KIDS
$510M
$289K ﹤0.01%
11,740
+189
+2% +$4.67K
HOCT
2879
DELISTED
Innovator Premium Income 9 Buffer ETF October
HOCT
$289K ﹤0.01%
12,270
– –
OUSM icon
2880
ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
$902M
$289K ﹤0.01%
6,873
-1,784
-21% -$77.5K
ALTL icon
2881
Pacer Lunt Large Cap Alternator ETF
ALTL
$91.5M
$289K ﹤0.01%
8,290
-505
-6% -$18.5K
YETI icon
2882
Yeti Holdings
YETI
$3.93B
$288K ﹤0.01%
8,715
-6,154
-41% -$223K
RFMZ
2883
RiverNorth Flexible Municipal Income Fund II
RFMZ
$319M
$288K ﹤0.01%
21,486
-7,524
-26% -$104K
SKYW icon
2884
Skywest
SKYW
$4.51B
$288K ﹤0.01%
3,299
+29
+0.9% +$2.97K
MKSI icon
2885
MKS Inc
MKSI
$19.3B
$288K ﹤0.01%
3,589
+657
+22% +$66.3K
PEMX icon
2886
Putnam Emerging Markets ex-China ETF
PEMX
$29.8M
$288K ﹤0.01%
5,740
– –
PBT
2887
Permian Basin Royalty Trust
PBT
$1.31B
$287K ﹤0.01%
28,981
-184
-0.6% -$2K
DVYE icon
2888
iShares Emerging Markets Dividend ETF
DVYE
$1.2B
$286K ﹤0.01%
10,485
-4,378
-29% -$117K
PGEN icon
2889
Precigen
PGEN
$1.97B
$286K ﹤0.01%
191,852
-22
-0% -$35
FALN icon
2890
iShares Fallen Angels USD Bond ETF
FALN
$1.63B
$286K ﹤0.01%
10,664
+2,606
+32% +$70.2K
WTPI
2891
WisdomTree Equity Premium Income Fund
WTPI
$490M
$285K ﹤0.01%
+9,164
New +$300K
BIDU icon
2892
CALL
Baidu
BIDU
$35.7B
$285K ﹤0.01%
20,700
+15,700
+314% +$1.41M
THS
2893
DELISTED
Treehouse Foods
THS
$285K ﹤0.01%
10,520
+861
+9% +$27.3K
AGZD icon
2894
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
$131M
$285K ﹤0.01%
12,734
-175,874
-93% -$3.95M
SPPP
2895
Sprott Physical Platinum and Palladium Trust
SPPP
$566M
$284K ﹤0.01%
28,584
-1,945
-6% -$18.6K
TSLA icon
2896
PUT
Tesla
TSLA
$1.21T
$284K ﹤0.01%
6,300
-57,000
-90% -$19M
HYLS icon
2897
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.6B
$284K ﹤0.01%
+6,913
New +$287K
MRP
2898
Millrose Properties Inc
MRP
$4.75B
$283K ﹤0.01%
+10,689
New +$250K
SUPN icon
2899
Supernus Pharmaceuticals
SUPN
$2.77B
$283K ﹤0.01%
8,634
-496
-5% -$17.6K
OLN icon
2900
Olin
OLN
$2.44B
$283K ﹤0.01%
11,664
-342
-3% -$9.62K
114 115
116
117 118

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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.