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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
AL
2951
DELISTED
Air Lease Corp
AL
$266K ﹤0.01%
5,514
-596
-10% -$28K
ESI icon
2952
Element Solutions
ESI
$8.89B
$266K ﹤0.01%
11,743
-1,147
-9% -$29.3K
EOT
2953
Eaton Vance National Municipal Opportunities Trust
EOT
$269M
$265K ﹤0.01%
15,940
– –
JMBS icon
2954
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.76B
$265K ﹤0.01%
5,870
-26,006
-82% -$1.16M
XHLF icon
2955
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
$1.94B
$265K ﹤0.01%
5,264
-4,198
-44% -$211K
DORM icon
2956
Dorman Products
DORM
$4.28B
$265K ﹤0.01%
2,196
+72
+3% +$9.18K
ENFR icon
2957
Alerian Energy Infrastructure ETF
ENFR
$490M
$264K ﹤0.01%
8,057
+203
+3% +$6.56K
FFC
2958
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
$774M
$264K ﹤0.01%
16,562
-55,692
-77% -$889K
FRME icon
2959
First Merchants
FRME
$2.74B
$264K ﹤0.01%
6,517
-624
-9% -$26K
DBO icon
2960
Invesco DB Oil Fund
DBO
$375M
$264K ﹤0.01%
18,388
– –
COMT icon
2961
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$1.17B
$263K ﹤0.01%
9,947
+875
+10% +$22.8K
SANM icon
2962
Sanmina
SANM
$9.24B
$263K ﹤0.01%
3,450
-1,728
-33% -$140K
PTON icon
2963
Peloton Interactive
PTON
$2.84B
$262K ﹤0.01%
41,530
-1,277
-3% -$10K
ITRN icon
2964
Ituran Location and Control
ITRN
$1.08B
$262K ﹤0.01%
7,256
-23,805
-77% -$858K
CIGI icon
2965
Colliers International
CIGI
$5.31B
$262K ﹤0.01%
2,159
+3
+0.1% +$393
BRKR icon
2966
Bruker
BRKR
$9.58B
$261K ﹤0.01%
6,260
-712
-10% -$37K
JFR icon
2967
Nuveen Floating Rate Income Fund
JFR
$1.23B
$261K ﹤0.01%
30,849
+5,466
+22% +$46.8K
SBCF icon
2968
Seacoast Banking Corp of Florida
SBCF
$3.27B
$261K ﹤0.01%
10,149
+663
+7% +$18.1K
OBIO icon
2969
Orchestra BioMed
OBIO
$231M
$261K ﹤0.01%
61,000
-7,500
-11% -$37.3K
PPTY
2970
US Diversified Real Estate ETF
PPTY
$26.5M
$260K ﹤0.01%
8,226
+69
+0.8% +$2.21K
IOVA icon
2971
Iovance Biotherapeutics
IOVA
$2.1B
$258K ﹤0.01%
77,566
-1,672
-2% -$8.62K
HMY icon
2972
Harmony Gold Mining
HMY
$9.7B
$258K ﹤0.01%
17,475
-42,052
-71% -$469K
AIFD
2973
TCW Artificial Intelligence ETF
AIFD
$124M
$258K ﹤0.01%
10,774
-20,549
-66% -$579K
FFIV icon
2974
F5
FFIV
$22.8B
$257K ﹤0.01%
967
+1
+0.1% +$280
JIRE icon
2975
JPMorgan International Research Enhanced Equity ETF
JIRE
$11B
$257K ﹤0.01%
4,039
+287
+8% +$18K
117 118
119
120 121

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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.