We are live on
!
Find out more
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 | |
|---|---|---|---|---|---|---|
3426
BigBear.ai
BBAI
$1.36B
| $56K | ﹤0.01% |
+19,566
| New | +$93.1K |
|
|
UNIT
3427
Uniti Group
UNIT
$2.62B
| $54.9K | ﹤0.01% |
10,887
+739
| +7% | +$3.99K |
|
3428
CALL
Uber
UBER
$139B
| $54.3K | ﹤0.01% |
5,700
+5,600
| +5,600% | +$403K |
|
3429
Eos Energy Enterprises
EOSE
$1.31B
| $54.1K | ﹤0.01% |
14,310
+60
| +0.4% | +$292 |
|
3430
IHS Holding
IHS
$2.77B
| $53.6K | ﹤0.01% |
10,267
| – | – |
|
3431
Banco Bradesco
BBD
$38.5B
| $52.8K | ﹤0.01% |
23,672
-1,645
| -6% | -$3.41K |
|
3432
OmniAb
OABI
$294M
| $52.5K | ﹤0.01% |
21,882
+1,065
| +5% | +$3.48K |
|
3433
VistaGen Therapeutics
VTGN
$9.45M
| $52.1K | ﹤0.01% |
20,828
| – | – |
|
3434
CALL
Trade Desk
TTD
$8.41B
| $52K | ﹤0.01% |
+4,000
| New | +$362K |
|
3435
Televisa
TV
$1.48B
| $51.8K | ﹤0.01% |
29,603
| – | – |
|
3436
Prospect Capital
PSEC
$1.12B
| $51.4K | ﹤0.01% |
12,538
-356
| -3% | -$1.53K |
|
3437
PLAYSTUDIOS Inc
MYPS
$78.4M
| $51.2K | ﹤0.01% |
40,325
-2,000
| -5% | -$3.25K |
|
3438
CALL
Unilever
UL
$132B
| $50.6K | ﹤0.01% |
+66,667
| New | +$4.3M |
|
3439
CALL
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.5B
| $50.5K | ﹤0.01% |
+5,000
| New | +$2.16M |
|
3440
Lemonade
LMND
$4.76B
| $50.3K | ﹤0.01% |
1,600
-1,697
| -51% | -$58.4K |
|
3441
CALL
Meta Platforms (Facebook)
META
$1.51T
| $49.5K | ﹤0.01% |
400
-60,200
| -99% | -$38.8M |
|
3442
Fractyl Health
GUTS
$127M
| $48.7K | ﹤0.01% |
40,921
+15,000
| +58% | +$23.9K |
|
3443
Enel Chile
ENIC
$6.05B
| $48.5K | ﹤0.01% |
14,825
+109
| +0.7% | +$349 |
|
3444
SmartRent
SMRT
$186M
| $48.2K | ﹤0.01% |
39,840
| – | – |
|
3445
AbCellera Biologics
ABCL
$1.6B
| $47.9K | ﹤0.01% |
21,486
-49,600
| -70% | -$142K |
|
3446
CALL
iShares Silver Trust
SLV
$28.3B
| $47.3K | ﹤0.01% |
78,600
+71,100
| +948% | +$2.07M |
|
3447
CALL
State Street Utilities Select Sector SPDR ETF
XLU
$23.5B
| $47.3K | ﹤0.01% |
+150,000
| New | +$5.86M |
|
3448
B2Gold
BTG
$5.16B
| $45.8K | ﹤0.01% |
16,070
-863
| -5% | -$2.32K |
|
3449
Heron Therapeutics
HRTX
$86.9M
| $45.8K | ﹤0.01% |
20,796
+4,568
| +28% | +$8.87K |
|
3450
Information Services Group
III
$192M
| $43.8K | ﹤0.01% |
11,212
| – | – |
|
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.