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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 | |
|---|---|---|---|---|---|---|
3401
TMC The Metals Company
TMC
$1.64B
| $70.9K | ﹤0.01% |
41,203
-10,000
| -20% | -$16.8K |
|
|
RCS
3402
PIMCO Strategic Income Fund
RCS
$243M
| $69.6K | ﹤0.01% |
11,128
+417
| +4% | +$2.65K |
|
3403
PUT
iShares Russell 2000 ETF
IWM
$80.3B
| $68.8K | ﹤0.01% |
5,200
-127,600
| -96% | -$27.7M |
|
3404
ProShares Ultra VIX Short-Term Futures ETF
UVXY
$238M
| $68K | ﹤0.01% |
+581
| New | +$60.1K |
|
3405
Calidi Biotherapeutics
CLDI
$2.11M
| $67.6K | ﹤0.01% |
9,956
+1,433
| +17% | +$16.3K |
|
3406
Hecla Mining
HL
$10.2B
| $66.7K | ﹤0.01% |
12,004
-128,615
| -91% | -$714K |
|
3407
Unisys
UIS
$245M
| $66.1K | ﹤0.01% |
14,400
+2,643
| +22% | +$14.7K |
|
|
USAS
3408
Americas Gold and Silver
USAS
$1.37B
| $66K | ﹤0.01% |
50,079
-160
| -0.3% | -$204 |
|
3409
Rockwell Medical
RMTI
$27.6M
| $64.9K | ﹤0.01% |
5,741
| – | – |
|
3410
Opko Health
OPK
$936M
| $64.6K | ﹤0.01% |
38,906
-1,085
| -3% | -$1.79K |
|
3411
Holley
HLLY
$319M
| $63.5K | ﹤0.01% |
24,700
+664
| +3% | +$1.86K |
|
|
AIOT
3412
PowerFleet Inc
AIOT
$515M
| $62.6K | ﹤0.01% |
11,399
-1,184
| -9% | -$7.59K |
|
|
SRTA
3413
Strata Critical Medical Inc
SRTA
$445M
| $62.5K | ﹤0.01% |
22,904
-1,576
| -6% | -$5.65K |
|
|
3414
CALL
Apple
AAPL
$4.95T
| $62K | ﹤0.01% |
2,000
+400
| +25% | +$92.7K |
|
3415
Direxion Daily Retail Bull 3X ETF
RETL
$30.5M
| $61.1K | ﹤0.01% |
10,000
| – | – |
|
|
ZTR
3416
Virtus Total Return Fund
ZTR
$340M
| $60.8K | ﹤0.01% |
10,180
| – | – |
|
3417
Tilray
TLRY
$498M
| $60.7K | ﹤0.01% |
9,236
+674
| +8% | +$6.24K |
|
|
AWP
3418
abrdn Global Premier Properties Fund
AWP
$378M
| $60.7K | ﹤0.01% |
5,214
+168
| +3% | +$1.98K |
|
|
IHT
3419
InnSuites Hospitality Trust
IHT
$16.1M
| $60.6K | ﹤0.01% |
26,819
| – | – |
|
|
LNW
3420
PUT
DELISTED
Light & Wonder
LNW
| $59.5K | ﹤0.01% |
5,000
| – | – |
|
|
APLT
3421
DELISTED
Applied Therapeutics
APLT
| $58.7K | ﹤0.01% |
+120,001
| New | +$70.7K |
|
3422
Geron
GERN
$949M
| $58.4K | ﹤0.01% |
36,749
+708
| +2% | +$1.72K |
|
3423
PUT
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.9B
| $58.1K | ﹤0.01% |
+75,000
| New | +$5.95M |
|
3424
BRC Inc
BRCC
$116M
| $57.7K | ﹤0.01% |
27,587
+164
| +0.6% | +$418 |
|
|
CJMB
3425
Callan JMB Inc
CJMB
$15.2M
| $56.1K | ﹤0.01% |
+12,500
| New | +$59.6K |
|
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.