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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
(+0.76%)
Cap. Flow
+$1.6B
Cap. Flow
% of AUM
2.16%
Top 10 Holdings %
Top 10 Hldgs %
18.47%
Holding
4,123
New
342
Increased
1,586
Reduced
1,609
Closed
399
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$147M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$144M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$86.4M |
| 4 |
Vanguard Value ETF
VTV
|
+$82.3M |
| 5 |
LyondellBasell Industries
LYB
|
+$76.8M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$90M |
| 2 |
ExxonMobil
XOM
|
+$78M |
| 3 |
Amazon
AMZN
|
+$73.8M |
| 4 |
IBM
IBM
|
+$55.8M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
3226
PUT
Amazon
AMZN
$2.49T
| $173K | ﹤0.01% |
7,700
+4,900
| +175% | +$1.06M |
|
3227
NextDecade
NEXT
$1.7B
| $171K | ﹤0.01% |
+22,000
| New | +$177K |
|
3228
BlackRock MuniAssets Fund
MUA
$529M
| $170K | ﹤0.01% |
15,721
-20,700
| -57% | -$227K |
|
3229
PUT
Oracle
ORCL
$345B
| $170K | ﹤0.01% |
12,100
-20,200
| -63% | -$3.29M |
|
3230
Cipher Digital
CIFR
$8.86B
| $170K | ﹤0.01% |
73,810
+55,782
| +309% | +$254K |
|
3231
BlackRock Resources & Commodities Strategy Trust
BCX
$894M
| $168K | ﹤0.01% |
18,055
-230
| -1% | -$2.09K |
|
|
TEF
3232
DELISTED
Telefonica
TEF
| $167K | ﹤0.01% |
35,803
-223,426
| -86% | -$958K |
|
|
EVV
3233
Eaton Vance Limited Duration Income Fund
EVV
$1.05B
| $166K | ﹤0.01% |
16,644
-714
| -4% | -$7.23K |
|
|
GGN
3234
GAMCO Global Gold, Natural Resources & Income Trust
GGN
$767M
| $165K | ﹤0.01% |
37,717
-24,004
| -39% | -$99K |
|
|
CRF
3235
Cornerstone Total Return Fund
CRF
$1.14B
| $165K | ﹤0.01% |
23,390
+1,133
| +5% | +$9.2K |
|
3236
BlackRock Credit Allocation Income Trust
BTZ
$931M
| $164K | ﹤0.01% |
15,323
-271
| -2% | -$2.9K |
|
3237
Hooker Furnishings Corp
HOFT
$149M
| $164K | ﹤0.01% |
16,308
-207
| -1% | -$2.62K |
|
3238
Adecoagro
AGRO
$1.48B
| $163K | ﹤0.01% |
14,593
| – | – |
|
|
NCZ
3239
Virtus Convertible & Income Fund II
NCZ
$289M
| $163K | ﹤0.01% |
14,089
-5,602
| -28% | -$69.9K |
|
3240
Transocean
RIG
$5.84B
| $162K | ﹤0.01% |
51,199
-3,759
| -7% | -$13.2K |
|
3241
CALL
Global X S&P 500 Covered Call ETF
XYLD
$3.21B
| $162K | ﹤0.01% |
410,600
-47,800
| -10% | -$1.98M |
|
3242
International Money Express
IMXI
$386M
| $161K | ﹤0.01% |
+12,743
| New | +$218K |
|
|
KIO
3243
KKR Income Opportunities Fund
KIO
$448M
| $160K | ﹤0.01% |
13,050
| – | – |
|
3244
Grab
GRAB
$13.7B
| $159K | ﹤0.01% |
35,143
-5,341
| -13% | -$24.9K |
|
3245
Sera Prognostics
SERA
$80.3M
| $158K | ﹤0.01% |
43,070
+57
| +0.1% | +$290 |
|
3246
Sabre
SABR
$704M
| $157K | ﹤0.01% |
55,960
-6,022
| -10% | -$21.3K |
|
3247
VanEck Vietnam ETF
VNM
$472M
| $156K | ﹤0.01% |
12,485
-6,522
| -34% | -$77.3K |
|
3248
Sally Beauty Holdings
SBH
$1.43B
| $155K | ﹤0.01% |
+17,218
| New | +$170K |
|
|
SBI
3249
Western Asset Intermediate Muni Fund
SBI
$108M
| $154K | ﹤0.01% |
19,804
-2,811
| -12% | -$22K |
|
|
OXLC
3250
Oxford Lane Capital
OXLC
$824M
| $154K | ﹤0.01% |
6,517
+1,914
| +42% | +$47.6K |
|
Similar funds
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.