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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 | |
|---|---|---|---|---|---|---|
3276
Rocket Pharmaceuticals
RCKT
$355M
| $138K | ﹤0.01% |
20,700
+2,952
| +17% | +$29.2K |
|
|
DCH
3277
Dauch Corp
DCH
$1.32B
| $138K | ﹤0.01% |
+33,921
| New | +$174K |
|
3278
Daktronics
DAKT
$956M
| $138K | ﹤0.01% |
+11,324
| New | +$171K |
|
|
FT
3279
Franklin Universal Trust
FT
$201M
| $137K | ﹤0.01% |
18,233
-6,911
| -27% | -$51.9K |
|
3280
Myriad Genetics
MYGN
$515M
| $136K | ﹤0.01% |
15,335
+858
| +6% | +$10.3K |
|
|
TDF
3281
Templeton Dragon Fund
TDF
$270M
| $136K | ﹤0.01% |
14,009
-2,054
| -13% | -$18.9K |
|
|
AIRJ
3282
Montana Technologies Corp
AIRJ
$313M
| $136K | ﹤0.01% |
29,412
| – | – |
|
3283
The RealReal
REAL
$1.4B
| $134K | ﹤0.01% |
24,790
-24,524
| -50% | -$186K |
|
3284
Nuveen Real Asset Income & Growth Fund
JRI
$354M
| $133K | ﹤0.01% |
10,306
| – | – |
|
3285
Denison Mines
DNN
$2.64B
| $133K | ﹤0.01% |
102,180
+12,050
| +13% | +$20.1K |
|
3286
Melco Resorts & Entertainment
MLCO
$2.18B
| $133K | ﹤0.01% |
25,198
-315
| -1% | -$1.77K |
|
|
FUND
3287
Sprott Focus Trust
FUND
$294M
| $132K | ﹤0.01% |
17,774
-1,976
| -10% | -$14.8K |
|
3288
Elanco Animal Health
ELAN
$12.7B
| $131K | ﹤0.01% |
12,445
+810
| +7% | +$9.16K |
|
3289
KORU Medical Systems
KRMD
$187M
| $131K | ﹤0.01% |
51,400
+8,000
| +18% | +$29.7K |
|
|
ARI
3290
Apollo Commercial Real Estate
ARI
$876M
| $130K | ﹤0.01% |
13,620
+2,840
| +26% | +$27K |
|
|
KTF
3291
DWS Municipal Income Trust
KTF
$347M
| $129K | ﹤0.01% |
13,773
+108
| +0.8% | +$1.03K |
|
3292
Sibanye-Stillwater
SBSW
$6.05B
| $129K | ﹤0.01% |
28,156
-19,426
| -41% | -$73.7K |
|
3293
Intuitive Machines
LUNR
$2.14B
| $128K | ﹤0.01% |
17,242
-4,085
| -19% | -$64.2K |
|
3294
Teladoc Health
TDOC
$1.61B
| $128K | ﹤0.01% |
16,129
-1,228
| -7% | -$12.4K |
|
3295
BioCryst Pharmaceuticals
BCRX
$2.43B
| $128K | ﹤0.01% |
17,061
-539
| -3% | -$4.35K |
|
3296
Immuneering
IMRX
$282M
| $128K | ﹤0.01% |
83,960
+12,600
| +18% | +$22.9K |
|
|
JOF
3297
Japan Smaller Capitalization Fund
JOF
$323M
| $127K | ﹤0.01% |
15,170
-2,295
| -13% | -$18.3K |
|
3298
CALL
iShares 20+ Year Treasury Bond ETF
TLT
$42.8B
| $126K | ﹤0.01% |
74,000
-42,600
| -37% | -$3.79M |
|
3299
YieldMax NVDA Option Income Strategy ETF
NVDY
$1.33B
| $126K | ﹤0.01% |
+8,204
| New | +$161K |
|
3300
Expro Ltd
XPRO
$1.78B
| $125K | ﹤0.01% |
+12,622
| New | +$156K |
|
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.