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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
RTH icon
3151
VanEck Retail ETF
RTH
$249M
$206K ﹤0.01%
913
– –
QQQJ icon
3152
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$1.12B
$206K ﹤0.01%
7,088
-5,695
-45% -$178K
DESP
3153
DELISTED
Despegar.com
DESP
$205K ﹤0.01%
10,899
-11,222
-51% -$215K
IVOO icon
3154
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.74B
$205K ﹤0.01%
2,073
+99
+5% +$10.4K
SPHB icon
3155
Invesco S&P 500 High Beta ETF
SPHB
$980M
$204K ﹤0.01%
2,612
-89
-3% -$7.82K
RDY icon
3156
Dr. Reddy's Laboratories
RDY
$9.8B
$204K ﹤0.01%
15,477
-14,445
-48% -$199K
MCRI icon
3157
Monarch Casino & Resort
MCRI
$2.18B
$204K ﹤0.01%
2,624
-628
-19% -$53.4K
BGC icon
3158
BGC Group
BGC
$5.65B
$204K ﹤0.01%
22,214
-20,077
-47% -$188K
JULM
3159
FT Vest U.S. Equity Max Buffer ETF - July
JULM
$26.8M
$203K ﹤0.01%
6,500
– –
UHT
3160
Universal Health Realty Income Trust
UHT
$614M
$203K ﹤0.01%
+4,966
New +$195K
BYM
3161
DELISTED
BlackRock Municipal Income Quality Trust
BYM
$203K ﹤0.01%
+18,864
New +$209K
DAVA icon
3162
Endava
DAVA
$147M
$203K ﹤0.01%
+10,416
New +$289K
REX icon
3163
REX American Resources
REX
$1.44B
$203K ﹤0.01%
10,814
-258
-2% -$5.18K
NVDA icon
3164
CALL
NVIDIA
NVDA
$4.76T
$203K ﹤0.01%
143,900
-17,000
-11% -$2.15M
USDX icon
3165
SGI Enhanced Core ETF
USDX
$303M
$203K ﹤0.01%
+7,901
New +$203K
BCC icon
3166
Boise Cascade
BCC
$2.75B
$203K ﹤0.01%
2,066
-2,441
-54% -$276K
FTXR icon
3167
First Trust Nasdaq Transportation ETF
FTXR
$1.09B
$202K ﹤0.01%
6,813
-3,521
-34% -$117K
KFY icon
3168
Korn Ferry
KFY
$4.13B
$202K ﹤0.01%
+2,982
New +$201K
EFSC icon
3169
Enterprise Financial Services Corp
EFSC
$2.4B
$202K ﹤0.01%
3,756
– –
NANC icon
3170
Unusual Whales Subversive Democratic Trading ETF
NANC
$273M
$202K ﹤0.01%
5,610
+27
+0.5% +$1.04K
BNDS
3171
Infrastructure Capital Bond Income ETF
BNDS
$89.3M
$202K ﹤0.01%
+4,100
New +$206K
LOVE icon
3172
LoveSac
LOVE
$249M
$202K ﹤0.01%
11,093
– –
SHOO icon
3173
Steven Madden
SHOO
$3.18B
$202K ﹤0.01%
7,567
+1,128
+18% +$39.7K
GCAL
3174
Goldman Sachs Dynamic California Municipal Income ETF
GCAL
$172M
$202K ﹤0.01%
4,022
-250
-6% -$12.6K
ACVA icon
3175
ACV Auctions
ACVA
$1.4B
$201K ﹤0.01%
14,281
-19,935
-58% -$367K
125 126
127
128 129

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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.