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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
DJT icon
3026
Trump Media & Technology Group
DJT
$2.73B
$241K ﹤0.01%
12,353
-11,576
-48% -$325K
URBN icon
3027
Urban Outfitters
URBN
$6.42B
$241K ﹤0.01%
+4,606
New +$252K
STRK
3028
Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock
STRK
$454M
$240K ﹤0.01%
+2,860
New +$256K
OEFA
3029
ALPS O'Shares International Developed Quality Dividend ETF
OEFA
$35.6M
$240K ﹤0.01%
7,972
-1,415
-15% -$42.1K
EJUL icon
3030
Innovator Emerging Markets Power Buffer ETF July
EJUL
$174M
$240K ﹤0.01%
9,497
-870
-8% -$21.9K
TXO icon
3031
TXO Partners LP
TXO
$702M
$240K ﹤0.01%
12,512
+49
+0.4% +$932
TVAL icon
3032
T. Rowe Price Value ETF
TVAL
$992M
$240K ﹤0.01%
+7,565
New +$242K
USO icon
3033
United States Oil Fund
USO
$2B
$239K ﹤0.01%
3,095
-938
-23% -$71.6K
TLK icon
3034
Telkom Indonesia
TLK
$14.3B
$239K ﹤0.01%
16,171
-69
-0.4% -$1.08K
MOTI icon
3035
VanEck Morningstar International Moat ETF
MOTI
$73.4M
$239K ﹤0.01%
+7,174
New +$233K
AMED
3036
DELISTED
Amedisys
AMED
$238K ﹤0.01%
2,575
-167
-6% -$15.4K
SMB icon
3037
VanEck Short Muni ETF
SMB
$312M
$238K ﹤0.01%
13,865
-1,946
-12% -$33.4K
STN icon
3038
Stantec
STN
$8.19B
$237K ﹤0.01%
2,865
+1
+0% +$80
TWI icon
3039
Titan International
TWI
$532M
$237K ﹤0.01%
28,280
+190
+0.7% +$1.57K
INVH icon
3040
Invitation Homes
INVH
$17.9B
$237K ﹤0.01%
6,807
-6,797
-50% -$220K
RSST icon
3041
Return Stacked US Stocks & Managed Futures ETF
RSST
$482M
$237K ﹤0.01%
10,718
-2,699
-20% -$64.5K
CIA icon
3042
Citizens
CIA
$253M
$237K ﹤0.01%
52,000
– –
ECOR icon
3043
electroCore
ECOR
$51.2M
$236K ﹤0.01%
35,342
– –
VIST icon
3044
Vista Energy
VIST
$7.14B
$236K ﹤0.01%
5,078
-8,911
-64% -$461K
PRCT icon
3045
Procept Biorobotics
PRCT
$1.03B
$236K ﹤0.01%
4,056
-456
-10% -$31.1K
FOX icon
3046
Fox Class B
FOX
$21.7B
$235K ﹤0.01%
+4,467
New +$222K
QDF icon
3047
FlexShares Quality Dividend Index Fund
QDF
$2.23B
$235K ﹤0.01%
3,444
+259
+8% +$18.3K
VFMO icon
3048
Vanguard US Momentum Factor ETF
VFMO
$1.75B
$235K ﹤0.01%
+1,552
New +$256K
ICFI icon
3049
ICF International
ICFI
$1.53B
$235K ﹤0.01%
2,764
+411
+17% +$43K
PJP icon
3050
Invesco Pharmaceuticals ETF
PJP
$445M
$235K ﹤0.01%
2,710
+3
+0.1% +$256
120 121
122
123 124

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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.