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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 | |
|---|---|---|---|---|---|---|
3451
Prime Medicine
PRME
$544M
| $43.1K | ﹤0.01% |
21,646
+56
| +0.3% | +$143 |
|
3452
BlackBerry
BB
$4.93B
| $41.5K | ﹤0.01% |
11,005
+272
| +3% | +$1.24K |
|
3453
Veru
VERU
$36.6M
| $41.3K | ﹤0.01% |
8,436
+1,450
| +21% | +$8.99K |
|
3454
PUT
American Express
AXP
$229B
| $41.2K | ﹤0.01% |
4,600
+3,600
| +360% | +$1.06M |
|
|
LAR
3455
Lithium Argentina AG
LAR
$963M
| $40.5K | ﹤0.01% |
18,907
-5,813
| -24% | -$14.7K |
|
3456
CALL
Diamondback Energy
FANG
$55.1B
| $40.4K | ﹤0.01% |
1,200
| – | – |
|
3457
Kosmos Energy
KOS
$1.45B
| $39.6K | ﹤0.01% |
17,377
+2,008
| +13% | +$5.92K |
|
3458
Amplify Alternative Harvest ETF
MJ
$101M
| $39.6K | ﹤0.01% |
2,031
-270
| -12% | -$6.43K |
|
3459
RenovoRx
RNXT
$43.5M
| $39.6K | ﹤0.01% |
+40,000
| New | +$46.6K |
|
|
HOUS
3460
DELISTED
Anywhere Real Estate
HOUS
| $38.5K | ﹤0.01% |
11,566
-363
| -3% | -$1.29K |
|
3461
Anixa Biosciences
ANIX
$118M
| $37.6K | ﹤0.01% |
13,150
-73
| -0.6% | -$209 |
|
3462
AtaiBeckley Inc
ATAI
$2.65B
| $37.2K | ﹤0.01% |
27,331
-3,131
| -10% | -$5.27K |
|
3463
Planet Labs
PL
$7.48B
| $36.5K | ﹤0.01% |
+10,800
| New | +$50.6K |
|
|
BRNS
3464
Barinthus Biotherapeutics
BRNS
$24.6M
| $36.4K | ﹤0.01% |
+37,450
| New | +$38.5K |
|
3465
Lexaria Bioscience
LEXX
$12.9M
| $35.9K | ﹤0.01% |
21,000
-23
| -0.1% | -$39 |
|
|
AGEN
3466
Agenus
AGEN
$255M
| $35.9K | ﹤0.01% |
23,851
| – | – |
|
|
MIN
3467
Aberdeen Intermediate Income Fund
MIN
$272M
| $35.8K | ﹤0.01% |
13,300
| – | – |
|
3468
iQIYI
IQ
$1.19B
| $35.3K | ﹤0.01% |
15,639
-1,658
| -10% | -$3.65K |
|
3469
Digital Turbine
APPS
$1.04B
| $35.3K | ﹤0.01% |
12,999
-400
| -3% | -$1.3K |
|
3470
Senseonics Holdings Inc
SENS
$262M
| $35.1K | ﹤0.01% |
2,675
-394
| -13% | -$6.51K |
|
3471
PUT
Carnival Corporation Ltd
CCL
$37.1B
| $31.9K | ﹤0.01% |
23,200
+2,300
| +11% | +$54.7K |
|
3472
CALL
EOG Resources
EOG
$74.7B
| $31.8K | ﹤0.01% |
800
| – | – |
|
|
GAU
3473
Galiano Gold
GAU
$478M
| $31K | ﹤0.01% |
25,000
-900
| -3% | -$1.11K |
|
3474
Entera Bio
ENTX
$193M
| $30.8K | ﹤0.01% |
18,140
+6,310
| +53% | +$13.7K |
|
|
CMPS
3475
Compass Pathways
CMPS
$1.52B
| $30.8K | ﹤0.01% |
10,757
-125
| -1% | -$480 |
|
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.