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HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $94.2B
1-Year Est. Return 21.24%
This Fund
S&P 500
This Quarter Est. Return
+2.32%
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
$64.7B
AUM Growth
+$2.95B
Cap. Flow
+$2.46B
Cap. Flow %
3.8%
Top 10 Hldgs %
19.32%
Holding
3,995
New
390
Increased
1,526
Reduced
1,536
Closed
329

Top Buys

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$463M
2
XOM icon
ExxonMobil
XOM
+$326M
3
RTX icon
RTX Corp
RTX
+$222M
4
TGT icon
Target
TGT
+$108M
5
WHR icon
Whirlpool
WHR
+$96.6M

Top Sells

Rank Stock Value
1
PXD
Pioneer Natural Resource Co.
PXD
+$308M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$125M
3
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$54.3M
4
AAPL icon
Apple
AAPL
+$44.3M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$40.7M

Sector Composition

Rank Sector Weight
1 Technology 14.26%
2 Financials 9.5%
3 Healthcare 6.23%
4 Consumer Discretionary 6.19%
5 Industrials 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VKTX icon
3451
CALL
Viking Therapeutics
VKTX
$4.04B
$6.24K ﹤0.01%
+800
New +$52.4K
CAVA icon
3452
PUT
CAVA Group
CAVA
$7.22B
$6.13K ﹤0.01%
1,300
+300
+30% +$23.2K
GSAT icon
3453
CALL
Globalstar
GSAT
$10.2B
$6K ﹤0.01%
1,333
-1,067
-44% -$19.2K
QUBT icon
3454
Quantum Computing Inc
QUBT
$1.68B
$6K ﹤0.01%
+11,581
New +$8.66K
SRFM icon
3455
Surf Air Mobility
SRFM
$87.8M
$6K ﹤0.01%
2,257
+677
+43% +$2.18K
WRBY icon
3456
CALL
Warby Parker
WRBY
$3.01B
$6K ﹤0.01%
+40,000
New +$591K
BE icon
3457
PUT
Bloom Energy
BE
$52.6B
$5.82K ﹤0.01%
8,000
-3,000
-27% -$38.2K
ODFL icon
3458
CALL
Old Dominion Freight Line
ODFL
$48.5B
$5.66K ﹤0.01%
+200
New +$37.7K
BITO icon
3459
CALL
ProShares Bitcoin Strategy ETF
BITO
$1.4B
$5.6K ﹤0.01%
4,700
+4,600
+4,600% +$123K
VST icon
3460
CALL
Vistra
VST
$55.1B
$5.48K ﹤0.01%
+2,200
New +$184K
WBD icon
3461
CALL
Warner Bros
WBD
$64.6B
$5.44K ﹤0.01%
8,000
-28,000
-78% -$224K
SNAP icon
3462
CALL
Snap
SNAP
$7.32B
$5.29K ﹤0.01%
+9,800
New +$141K
WYNN icon
3463
CALL
Wynn Resorts
WYNN
$10.1B
$5.02K ﹤0.01%
1,000
-1,500
-60% -$144K
LFMD icon
3464
CALL
LifeMD
LFMD
$179M
$5.01K ﹤0.01%
+14,000
New +$128K
CGC
3465
CALL
Canopy Growth
CGC
$375M
$4.96K ﹤0.01%
8,000
+2,000
+33% +$17.2K
SOFI icon
3466
CALL
SoFi Technologies
SOFI
$21.1B
$4.81K ﹤0.01%
10,500
+4,200
+67% +$29.6K
SOUN icon
3467
CALL
SoundHound AI
SOUN
$2.68B
$4.7K ﹤0.01%
10,000
-30,000
-75% -$139K
LMT icon
3468
CALL
Lockheed Martin
LMT
$134B
$4.7K ﹤0.01%
+600
New +$277K
APP icon
3469
CALL
Applovin
APP
$132B
$4.68K ﹤0.01%
2,100
+1,900
+950% +$147K
LOW icon
3470
PUT
Lowe's Companies
LOW
$116B
$4.63K ﹤0.01%
+1,200
New +$274K
GILD icon
3471
CALL
Gilead Sciences
GILD
$161B
$4.49K ﹤0.01%
5,100
+5,000
+5,000% +$334K
PATH icon
3472
CALL
UiPath
PATH
$5.62B
$4.46K ﹤0.01%
+2,400
New +$41.5K
PANW icon
3473
CALL
Palo Alto Networks
PANW
$264B
$4.18K ﹤0.01%
200
-800
-80% -$120K
HOOD icon
3474
CALL
Robinhood
HOOD
$85.2B
$4.16K ﹤0.01%
2,100
+2,000
+2,000% +$39.2K
ACB
3475
Aurora Cannabis
ACB
$165M
$4K ﹤0.01%
+1,677
New +$10.6K
137 138
139
140 141

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HighTower Advisors's Q2 2024 Portfolio in Review

As of Q2 2024, HighTower Advisors held 3,995 positions worth $64.7B, up 4.8% from $61.7B the previous quarter. Its ten largest holdings account for 19% of the portfolio.

HighTower Advisors deployed $2.46B of net new capital in Q2 2024, opening 390 new positions and adding to 1,526 existing holdings. Its largest new stake was Invesco QQQ Trust: 1,029,639 shares worth $493M.

By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 13% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was State Street SPDR S&P 500 ETF Trust, an estimated $125M trimmed.

  • HighTower Advisors's largest Q2 2024 buy was Invesco QQQ Trust: 1,029,639 shares worth $493M.
  • HighTower Advisors added most to ExxonMobil in Q2 2024, an estimated $326M increase.
  • HighTower Advisors's biggest Q2 2024 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $125M.
  • HighTower Advisors fully exited Pioneer Natural Resource Co. in Q2 2024, selling an estimated $308M.
  • HighTower Advisors's ten largest holdings make up 19% of its $64.7B portfolio in Q2 2024.
  • HighTower Advisors opened 390 new positions and closed 329 in Q2 2024.
  • HighTower Advisors's portfolio value rose 4.8% quarter-over-quarter to $64.7B.

Based on HighTower Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.