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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 | |
|---|---|---|---|---|---|---|
|
PKST
3251
DELISTED
Peakstone Realty Trust
PKST
| $153K | ﹤0.01% |
12,165
-1,693
| -12% | -$19.2K |
|
3252
Grocery Outlet
GO
$932M
| $153K | ﹤0.01% |
+10,932
| New | +$162K |
|
|
AFCG
3253
AFC Gamma
AFCG
$60.9M
| $152K | ﹤0.01% |
27,340
+144
| +0.5% | +$1.15K |
|
3254
Invesco Senior Income Trust
VVR
$456M
| $150K | ﹤0.01% |
39,993
-14,416
| -26% | -$58.1K |
|
3255
Genworth Financial
GNW
$3.79B
| $150K | ﹤0.01% |
21,111
+3,521
| +20% | +$24.5K |
|
3256
AdvisorShares Pure US Cannabis ETF
MSOS
$860M
| $150K | ﹤0.01% |
57,327
+3,032
| +6% | +$9.78K |
|
3257
Itaú Unibanco
ITUB
$92.3B
| $149K | ﹤0.01% |
27,944
+1,696
| +6% | +$8.54K |
|
3258
MBIA
MBI
$282M
| $149K | ﹤0.01% |
29,822
-775
| -3% | -$4.8K |
|
3259
Full Truck Alliance
YMM
$9.66B
| $148K | ﹤0.01% |
11,567
-207,036
| -95% | -$2.5M |
|
3260
Greenwich LifeSciences
GLSI
$197M
| $147K | ﹤0.01% |
+15,407
| New | +$187K |
|
|
NVRO
3261
DELISTED
NEVRO CORP.
NVRO
| $147K | ﹤0.01% |
+25,144
| New | +$132K |
|
|
PFO
3262
Flaherty & Crumrine Preferred and Income Opportunity Fund
PFO
$118M
| $145K | ﹤0.01% |
15,778
-3,398
| -18% | -$31.1K |
|
|
AEF
3263
abrdn Emerging Markets Equity Income Fund
AEF
$352M
| $144K | ﹤0.01% |
29,115
-9,280
| -24% | -$48.8K |
|
3264
Petrobras Class A
PBR.A
$103B
| $144K | ﹤0.01% |
+11,032
| New | +$139K |
|
3265
Northwest Bancshares
NWBI
$2.25B
| $143K | ﹤0.01% |
11,912
+1,740
| +17% | +$22K |
|
|
WIA
3266
Western Asset Inflation-Linked Income Fund
WIA
$185M
| $143K | ﹤0.01% |
17,141
-5,924
| -26% | -$48.5K |
|
3267
SGHC Ltd
SGHC
$7.45B
| $142K | ﹤0.01% |
22,039
+63
| +0.3% | +$452 |
|
|
VTYX
3268
DELISTED
Ventyx Biosciences
VTYX
| $142K | ﹤0.01% |
123,271
+18,985
| +18% | +$32.6K |
|
3269
Roivant Sciences
ROIV
$25B
| $141K | ﹤0.01% |
13,932
+3,719
| +36% | +$40.2K |
|
3270
Viavi Solutions
VIAV
$9.41B
| $140K | ﹤0.01% |
12,489
+237
| +2% | +$2.64K |
|
3271
Inter&Co
INTR
$2.45B
| $139K | ﹤0.01% |
25,419
+10,710
| +73% | +$55.6K |
|
3272
Telomir Pharmaceuticals
TELO
$84.6M
| $139K | ﹤0.01% |
+43,000
| New | +$188K |
|
|
AHRT
3273
AH Realty Trust
AHRT
$536M
| $138K | ﹤0.01% |
+18,428
| New | +$167K |
|
|
PDT
3274
John Hancock Premium Dividend Fund
PDT
$637M
| $138K | ﹤0.01% |
10,573
-4,570
| -30% | -$58.6K |
|
|
TSSI
3275
TSS Inc
TSSI
$276M
| $138K | ﹤0.01% |
17,595
+490
| +3% | +$5.83K |
|
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.