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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
HEEM icon
3001
iShares Currency Hedged MSCI Emerging Markets
HEEM
$271M
$250K ﹤0.01%
8,914
– –
NOMD icon
3002
Nomad Foods
NOMD
$1.71B
$250K ﹤0.01%
12,729
+1,432
+13% +$26.2K
ELCV
3003
Eventide High Dividend ETF
ELCV
$247M
$250K ﹤0.01%
+10,037
New +$256K
AIVL icon
3004
WisdomTree US AI Enhanced Value Fund
AIVL
$432M
$249K ﹤0.01%
+2,271
New +$249K
GOOGL icon
3005
PUT
Alphabet (Google) Class A
GOOGL
$4.1T
$249K ﹤0.01%
11,300
-118,600
-91% -$21.5M
ROOT icon
3006
Root
ROOT
$956M
$249K ﹤0.01%
+1,864
New +$214K
GDMA icon
3007
Gadsden Dynamic Multi-Asset ETF
GDMA
$210M
$248K ﹤0.01%
7,743
– –
RXRX icon
3008
Recursion Pharmaceuticals
RXRX
$1.58B
$247K ﹤0.01%
46,779
-75,991
-62% -$554K
RXI icon
3009
iShares Global Consumer Discretionary ETF
RXI
$253M
$247K ﹤0.01%
1,389
+12
+0.9% +$2.24K
FOCT icon
3010
FT Vest US Equity Buffer ETF October
FOCT
$1.16B
$247K ﹤0.01%
5,943
-776
-12% -$33.2K
PAWZ icon
3011
ProShares Pet Care ETF
PAWZ
$34.5M
$245K ﹤0.01%
4,699
-266
-5% -$14.3K
GAL icon
3012
State Street Global Allocation ETF
GAL
$303M
$245K ﹤0.01%
5,471
-636
-10% -$28.7K
VTES icon
3013
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$2.08B
$245K ﹤0.01%
2,437
+386
+19% +$38.8K
OII icon
3014
Oceaneering
OII
$4.77B
$245K ﹤0.01%
11,224
-790
-7% -$18.8K
PSCI icon
3015
Invesco S&P SmallCap Industrials ETF
PSCI
$186M
$244K ﹤0.01%
2,054
-3,233
-61% -$427K
CRDO icon
3016
Credo Technology Group
CRDO
$36.5B
$244K ﹤0.01%
+6,066
New +$377K
OUT icon
3017
Outfront Media
OUT
$5.65B
$243K ﹤0.01%
+15,078
New +$269K
SEE
3018
DELISTED
Sealed Air
SEE
$243K ﹤0.01%
8,419
-4,406
-34% -$144K
OBT icon
3019
Orange County Bancorp
OBT
$521M
$243K ﹤0.01%
10,376
-412
-4% -$10.5K
TIGR
3020
UP Fintech Holding
TIGR
$863M
$243K ﹤0.01%
28,249
+27,841
+6,824% +$208K
PBJ icon
3021
Invesco Food & Beverage ETF
PBJ
$111M
$242K ﹤0.01%
5,274
-1
-0% -$46
AKBA icon
3022
Akebia Therapeutics
AKBA
$335M
$242K ﹤0.01%
126,100
+32,750
+35% +$66.8K
IVZ icon
3023
Invesco
IVZ
$13.2B
$242K ﹤0.01%
15,947
-5,454
-25% -$93.1K
ESG icon
3024
FlexShares STOXX US ESG Select Index Fund
ESG
$131M
$242K ﹤0.01%
1,800
– –
SHG icon
3025
Shinhan Financial Group
SHG
$32.8B
$242K ﹤0.01%
7,530
-1,432
-16% -$48K
119 120
121
122 123

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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.