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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
ALGS icon
3476
Aligos Therapeutics
ALGS
$25.2M
$4K ﹤0.01%
+400
New +$7.03K
XBI icon
3477
CALL
State Street SPDR S&P Biotech ETF
XBI
$10.2B
$3.84K ﹤0.01%
200
– –
MRVL icon
3478
CALL
Marvell Technology
MRVL
$174B
$3.81K ﹤0.01%
200
– –
CYBR
3479
CALL
DELISTED
CyberArk
CYBR
$3.8K ﹤0.01%
+300
New +$73.6K
PLUG icon
3480
CALL
Plug Power
PLUG
$2.92B
$3.58K ﹤0.01%
12,600
+11,600
+1,160% +$33.2K
VRTX icon
3481
CALL
Vertex Pharmaceuticals
VRTX
$121B
$3.55K ﹤0.01%
+100
New +$43.4K
AMT icon
3482
CALL
American Tower
AMT
$77.7B
$3.47K ﹤0.01%
100
– –
CSX icon
3483
PUT
CSX Corp
CSX
$98.6B
$3.44K ﹤0.01%
3,000
-1,000
-25% -$34K
GDX icon
3484
CALL
VanEck Gold Miners ETF
GDX
$23B
$3.36K ﹤0.01%
2,200
-500
-19% -$17.1K
LDOS icon
3485
PUT
Leidos
LDOS
$14.1B
$3.25K ﹤0.01%
1,900
-500
-21% -$69.9K
NOW icon
3486
PUT
ServiceNow
NOW
$102B
$3.21K ﹤0.01%
500
-149,500
-100% -$21.9M
COHR icon
3487
CALL
Coherent
COHR
$55.2B
$3.11K ﹤0.01%
+1,700
New +$102K
SLV icon
3488
CALL
iShares Silver Trust
SLV
$28.1B
$3.09K ﹤0.01%
+3,600
New +$94.7K
HELP
3489
Cybin Inc
HELP
$472M
$3K ﹤0.01%
390
-2,141
-85% -$28K
VNDA icon
3490
CALL
Vanda Pharmaceuticals
VNDA
$312M
$3K ﹤0.01%
+5,000
New +$25.8K
META icon
3491
PUT
Meta Platforms (Facebook)
META
$1.51T
$2.76K ﹤0.01%
9,100
+9,000
+9,000% +$4.37M
EWA icon
3492
CALL
iShares MSCI Australia ETF
EWA
$1.34B
$2.73K ﹤0.01%
+5,000
New +$122K
CLSK icon
3493
CALL
CleanSpark
CLSK
$3.73B
$2.71K ﹤0.01%
+1,600
New +$26.9K
CAPR icon
3494
CALL
Capricor Therapeutics
CAPR
$1.14B
$2.7K ﹤0.01%
9,000
-15,000
-63% -$83.6K
RRGB icon
3495
CALL
Red Robin
RRGB
$134M
$2.7K ﹤0.01%
+2,000
New +$14.6K
COP icon
3496
CALL
ConocoPhillips
COP
$147B
$2.56K ﹤0.01%
+2,500
New +$304K
UUP icon
3497
CALL
Invesco DB US Dollar Index Bullish Fund
UUP
$426M
$2.56K ﹤0.01%
+4,000
New +$115K
APH icon
3498
CALL
Amphenol
APH
$188B
$2.53K ﹤0.01%
+300
New +$18.9K
LNW
3499
PUT
DELISTED
Light & Wonder
LNW
$2.5K ﹤0.01%
10,000
– –
BE icon
3500
CALL
Bloom Energy
BE
$52.6B
$2.48K ﹤0.01%
+1,000
New +$12.7K
138 139
140
141 142

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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.