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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
+2.32%
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
$64.7B
AUM Growth
+$2.95B
Cap. Flow
+$2.46B
Cap. Flow %
3.8%
Top 10 Hldgs %
19.32%
Holding
3,995
New
390
Increased
1,526
Reduced
1,536
Closed
329

Top Buys

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$463M
2
XOM icon
ExxonMobil
XOM
+$326M
3
RTX icon
RTX Corp
RTX
+$222M
4
TGT icon
Target
TGT
+$108M
5
WHR icon
Whirlpool
WHR
+$96.6M

Top Sells

Rank Stock Value
1
PXD
Pioneer Natural Resource Co.
PXD
+$308M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$125M
3
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$54.3M
4
AAPL icon
Apple
AAPL
+$44.3M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$40.7M

Sector Composition

Rank Sector Weight
1 Technology 14.26%
2 Financials 9.5%
3 Healthcare 6.23%
4 Consumer Discretionary 6.19%
5 Industrials 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOP
2951
Unusual Whales Subversive Republican Trading ETF
GOP
$87.1M
$221K ﹤0.01%
7,339
– –
UNH icon
2952
CALL
UnitedHealth
UNH
$379B
$221K ﹤0.01%
40,000
+39,600
+9,900% +$19.4M
BTZ icon
2953
BlackRock Credit Allocation Income Trust
BTZ
$931M
$220K ﹤0.01%
+20,724
New +$217K
LEU icon
2954
Centrus Energy
LEU
$3.46B
$220K ﹤0.01%
+5,115
New +$226K
SLVM icon
2955
Sylvamo
SLVM
$1.5B
$220K ﹤0.01%
3,220
-94
-3% -$6.2K
BHF icon
2956
Brighthouse Financial
BHF
$3.63B
$219K ﹤0.01%
5,171
-548
-10% -$25.3K
BMRN icon
2957
BioMarin Pharmaceuticals
BMRN
$11.6B
$219K ﹤0.01%
2,695
-4,454
-62% -$371K
PALL icon
2958
abrdn Physical Palladium Shares ETF
PALL
$623M
$219K ﹤0.01%
+12,285
New +$220K
HOFT icon
2959
Hooker Furnishings Corp
HOFT
$149M
$218K ﹤0.01%
15,038
+439
+3% +$7.69K
KAI icon
2960
Kadant
KAI
$3.69B
$218K ﹤0.01%
735
-5
-0.7% -$1.43K
VRTS icon
2961
Virtus Investment Partners
VRTS
$1.12B
$218K ﹤0.01%
952
-44
-4% -$10K
CLOU icon
2962
Global X Cloud Computing ETF
CLOU
$227M
$217K ﹤0.01%
11,086
+97
+0.9% +$1.96K
HROW icon
2963
Harrow
HROW
$1.4B
$217K ﹤0.01%
+10,475
New +$157K
OSUR icon
2964
OraSure Technologies
OSUR
$273M
$217K ﹤0.01%
52,141
-11,198
-18% -$56.9K
SPIP icon
2965
State Street SPDR Portfolio TIPS ETF
SPIP
$1B
$217K ﹤0.01%
+8,515
New +$216K
FKU icon
2966
First Trust United Kingdom AlphaDEX Fund
FKU
$38.2M
$216K ﹤0.01%
5,655
-722
-11% -$27.5K
MLCO icon
2967
Melco Resorts & Entertainment
MLCO
$2.18B
$215K ﹤0.01%
28,932
+541
+2% +$4.08K
XTN icon
2968
State Street SPDR S&P Transportation ETF
XTN
$401M
$215K ﹤0.01%
2,724
+3
+0.1% +$235
SER icon
2969
Serina Therapeutics
SER
$31.5M
$215K ﹤0.01%
+22,482
New +$221K
TLT icon
2970
CALL
iShares 20+ Year Treasury Bond ETF
TLT
$42.8B
$214K ﹤0.01%
77,800
+73,800
+1,845% +$6.72M
BGY icon
2971
BlackRock Enhanced International Dividend Trust
BGY
$515M
$214K ﹤0.01%
38,241
-9,832
-20% -$53.2K
BABA icon
2972
PUT
Alibaba
BABA
$276B
$213K ﹤0.01%
125,200
+7,300
+6% +$560K
CAL icon
2973
Caleres
CAL
$420M
$213K ﹤0.01%
6,290
+55
+0.9% +$1.98K
SCHK icon
2974
Schwab 1000 Index ETF
SCHK
$5.66B
$213K ﹤0.01%
+8,204
New +$207K
NEXT icon
2975
NextDecade
NEXT
$1.7B
$212K ﹤0.01%
+26,629
New +$183K
117 118
119
120 121

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HighTower Advisors's Q2 2024 Portfolio in Review

As of Q2 2024, HighTower Advisors held 3,995 positions worth $64.7B, up 4.8% from $61.7B the previous quarter. Its ten largest holdings account for 19% of the portfolio.

HighTower Advisors deployed $2.46B of net new capital in Q2 2024, opening 390 new positions and adding to 1,526 existing holdings. Its largest new stake was Invesco QQQ Trust: 1,029,639 shares worth $493M.

By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 13% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was State Street SPDR S&P 500 ETF Trust, an estimated $125M trimmed.

  • HighTower Advisors's largest Q2 2024 buy was Invesco QQQ Trust: 1,029,639 shares worth $493M.
  • HighTower Advisors added most to ExxonMobil in Q2 2024, an estimated $326M increase.
  • HighTower Advisors's biggest Q2 2024 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $125M.
  • HighTower Advisors fully exited Pioneer Natural Resource Co. in Q2 2024, selling an estimated $308M.
  • HighTower Advisors's ten largest holdings make up 19% of its $64.7B portfolio in Q2 2024.
  • HighTower Advisors opened 390 new positions and closed 329 in Q2 2024.
  • HighTower Advisors's portfolio value rose 4.8% quarter-over-quarter to $64.7B.

Based on HighTower Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.