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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 | |
|---|---|---|---|---|---|---|
3351
PUT
Sprouts Farmers Market
SFM
$7.23B
| $97K | ﹤0.01% |
+10,600
| New | +$1.58M |
|
|
SNT
3352
Senstar Technologies
SNT
$41.3M
| $96.8K | ﹤0.01% |
27,983
| – | – |
|
3353
Wolfspeed
WOLF
$1.24B
| $96.6K | ﹤0.01% |
+31,573
| New | +$185K |
|
3354
Invesco Municipal Trust
VKQ
$540M
| $96.5K | ﹤0.01% |
10,000
-5,000
| -33% | -$49.2K |
|
3355
Nephros
NEPH
$37.2M
| $95.8K | ﹤0.01% |
55,710
| – | – |
|
3356
TRX Gold Corp
TRX
$263M
| $95.2K | ﹤0.01% |
306,262
-8,194
| -3% | -$2.58K |
|
3357
ClearSign Technologies
CLIR
$25.1M
| $95.1K | ﹤0.01% |
12,681
| – | – |
|
3358
Aehr Test Systems
AEHR
$2.52B
| $95.1K | ﹤0.01% |
13,042
-214
| -2% | -$2.37K |
|
3359
Galectin Therapeutics
GALT
$223M
| $94.4K | ﹤0.01% |
77,375
+54,889
| +244% | +$77K |
|
3360
ImmunityBio
IBRX
$7.32B
| $93.9K | ﹤0.01% |
31,209
+1,114
| +4% | +$3.38K |
|
|
AIXI
3361
Xiao-I
AIXI
$1.05M
| $93.9K | ﹤0.01% |
+1,094
| New | +$103K |
|
3362
PUT
State Street SPDR S&P 500 ETF Trust
SPY
$781B
| $93.7K | ﹤0.01% |
5,900
-8,900
| -60% | -$5.23M |
|
|
PRPH
3363
DELISTED
ProPhase Labs
PRPH
| $92.8K | ﹤0.01% |
22,945
-733
| -3% | -$3.36K |
|
3364
Hafnia
HAFN
$3.73B
| $92.8K | ﹤0.01% |
22,300
| – | – |
|
3365
The Oncology Institute
TOI
$519M
| $92.8K | ﹤0.01% |
81,362
| – | – |
|
3366
CALL
Take-Two Interactive
TTWO
$45.3B
| $92.4K | ﹤0.01% |
+70,000
| New | +$14M |
|
3367
VirnetX Holding Corp
VHC
$51M
| $91.5K | ﹤0.01% |
12,382
| – | – |
|
3368
Applied Digital
APLD
$7.54B
| $88K | ﹤0.01% |
15,664
-498
| -3% | -$3.91K |
|
3369
ICL Group
ICL
$6.65B
| $88K | ﹤0.01% |
15,621
+38
| +0.2% | +$224 |
|
3370
CALL
Goldman Sachs
GS
$309B
| $86.2K | ﹤0.01% |
90,000
+89,500
| +17,900% | +$53.9M |
|
3371
LiqTech
LIQT
$22.4M
| $85.8K | ﹤0.01% |
57,599
| – | – |
|
3372
Ardagh Metal Packaging
AMBP
$2.89B
| $85.3K | ﹤0.01% |
28,249
-3,408
| -11% | -$9.56K |
|
|
PLG
3373
Platinum Group Metals
PLG
$162M
| $85.1K | ﹤0.01% |
68,616
| – | – |
|
3374
CALL
Snowflake
SNOW
$94.6B
| $84.8K | ﹤0.01% |
3,000
-60,000
| -95% | -$10.2M |
|
3375
CALL
MP Materials
MP
$7.68B
| $84.4K | ﹤0.01% |
75,000
+15,000
| +25% | +$349K |
|
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.