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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
CSPF
3176
Cohen & Steers Preferred and Income Opportunities Active ETF
CSPF
$293M
$201K ﹤0.01%
+8,004
New +$201K
BTX
3177
BlackRock Technology and Private Equity Term Trust
BTX
$957M
$201K ﹤0.01%
32,093
-2,429
-7% -$18.1K
PTEN icon
3178
Patterson-UTI
PTEN
$3.57B
$201K ﹤0.01%
24,411
+5,579
+30% +$46.8K
KIE icon
3179
State Street SPDR S&P Insurance ETF
KIE
$654M
$200K ﹤0.01%
3,309
-410
-11% -$23.8K
CCIF
3180
Carlyle Credit Income Fund
CCIF
$56M
$200K ﹤0.01%
29,598
– –
BGY icon
3181
BlackRock Enhanced International Dividend Trust
BGY
$515M
$199K ﹤0.01%
35,510
+1,348
+4% +$7.5K
NBIS
3182
Nebius Group N.V.
NBIS
$47.7B
$199K ﹤0.01%
+9,409
New +$310K
APLE icon
3183
Apple Hospitality REIT
APLE
$3.98B
$198K ﹤0.01%
15,336
-358
-2% -$5.23K
BATT icon
3184
Amplify Lithium & Battery Technology ETF
BATT
$114M
$197K ﹤0.01%
23,593
-15,926
-40% -$141K
MNKD icon
3185
MannKind Corp
MNKD
$1.22B
$197K ﹤0.01%
39,135
-8,047
-17% -$45.1K
MMT
3186
Aberdeen Multi-Market Income Fund
MMT
$238M
$195K ﹤0.01%
+41,935
New +$195K
MFM
3187
Aberdeen Municipal Income Fund
MFM
$222M
$195K ﹤0.01%
36,760
-19,990
-35% -$109K
PAYO icon
3188
Payoneer
PAYO
$2.41B
$194K ﹤0.01%
+26,576
New +$248K
GDYN icon
3189
Grid Dynamics Holdings
GDYN
$514M
$192K ﹤0.01%
12,295
-2,230
-15% -$44.7K
NMR icon
3190
Nomura Holdings
NMR
$28.6B
$192K ﹤0.01%
31,233
-865
-3% -$5.51K
MUE
3191
DELISTED
BlackRock MuniHoldings Quality Fund II
MUE
$191K ﹤0.01%
+19,094
New +$195K
ADT icon
3192
ADT
ADT
$5.24B
$190K ﹤0.01%
23,383
-1,344
-5% -$10.1K
HBNC icon
3193
Horizon Bancorp
HBNC
$1.05B
$190K ﹤0.01%
12,621
+20
+0.2% +$325
BIT icon
3194
BlackRock Multi-Sector Income Trust
BIT
$696M
$190K ﹤0.01%
13,109
+305
+2% +$4.47K
TU icon
3195
Telus
TU
$16.2B
$189K ﹤0.01%
13,183
+1,706
+15% +$25K
ETB
3196
Eaton Vance Tax-Managed Buy-Write Income Fund
ETB
$448M
$189K ﹤0.01%
13,821
-400
-3% -$5.83K
MFA
3197
MFA Financial
MFA
$927M
$189K ﹤0.01%
18,375
-4,634
-20% -$48.5K
CERT icon
3198
Certara
CERT
$1.21B
$188K ﹤0.01%
19,027
-127,512
-87% -$1.55M
MQT
3199
DELISTED
BlackRock MuniYield Quality Fund II
MQT
$186K ﹤0.01%
18,619
-4,099
-18% -$41.6K
NFJ
3200
Virtus Dividend, Interest & Premium Strategy Fund
NFJ
$1.41B
$185K ﹤0.01%
15,280
-58,821
-79% -$743K
126 127
128
129 130

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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.