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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 | |
|---|---|---|---|---|---|---|
|
SLI
3476
Standard Lithium
SLI
$519M
| $30.4K | ﹤0.01% |
23,957
-150
| -0.6% | -$218 |
|
3477
Cibus
CBUS
$138M
| $30.4K | ﹤0.01% |
16,256
| – | – |
|
3478
Vanda Pharmaceuticals
VNDA
$314M
| $29.8K | ﹤0.01% |
6,486
-5,012
| -44% | -$23.4K |
|
3479
Leslie's
LESL
$10.8M
| $29.6K | ﹤0.01% |
2,010
| – | – |
|
|
CRON
3480
Cronos Group
CRON
$1.07B
| $28.8K | ﹤0.01% |
15,897
-7,923
| -33% | -$15.3K |
|
3481
Aprea Therapeutics
APRE
$7.74M
| $28.3K | ﹤0.01% |
13,864
| – | – |
|
3482
CareCloud
CCLD
$94.8M
| $27.9K | ﹤0.01% |
+20,084
| New | +$59.2K |
|
|
NB
3483
NioCorp Developments
NB
$610M
| $27.9K | ﹤0.01% |
14,170
+2,400
| +20% | +$4.82K |
|
|
AKYA
3484
DELISTED
Akoya BioSciences
AKYA
| $27.8K | ﹤0.01% |
20,000
| – | – |
|
3485
PUT
Eli Lilly
LLY
$1.07T
| $27.6K | ﹤0.01% |
+900
| New | +$749K |
|
3486
Altimmune
ALT
$576M
| $26.3K | ﹤0.01% |
5,250
+2,592
| +98% | +$16.4K |
|
3487
Lineage Cell Therapeutics
LCTX
$257M
| $26.1K | ﹤0.01% |
57,706
| – | – |
|
3488
PUT
VanEck Semiconductor ETF
SMH
$66.1B
| $25.6K | ﹤0.01% |
3,000
+2,900
| +2,900% | +$695K |
|
3489
Polestar Automotive Holding UK
PSNY
$2.04B
| $25.5K | ﹤0.01% |
810
+1
| +0.1% | +$33 |
|
|
BHR
3490
Braemar Hotels & Resorts
BHR
$157M
| $24.9K | ﹤0.01% |
+10,006
| New | +$27.3K |
|
|
SLRN
3491
DELISTED
ACELYRIN
SLRN
| $24.8K | ﹤0.01% |
10,031
-155
| -2% | -$369 |
|
3492
PUT
Procept Biorobotics
PRCT
$1.01B
| $24.4K | ﹤0.01% |
+1,500
| New | +$102K |
|
3493
CALL
Global X Dow 30 Covered Call ETF
DJIA
$184M
| $24.2K | ﹤0.01% |
109,700
-35,300
| -24% | -$799K |
|
3494
Lisata Therapeutics
LSTA
$13.1M
| $23.6K | ﹤0.01% |
10,042
| – | – |
|
3495
Navitas Semiconductor
NVTS
$2.78B
| $23.5K | ﹤0.01% |
+11,470
| New | +$32.9K |
|
3496
SunPower Inc
SPWR
$82M
| $23.3K | ﹤0.01% |
+15,000
| New | +$24.5K |
|
3497
CALL
ProShares Ultra VIX Short-Term Futures ETF
UVXY
$238M
| $23.2K | ﹤0.01% |
+3,200
| New | +$331K |
|
|
MAPS
3498
DELISTED
WM TECHNOLOGY INC A
MAPS
| $22.1K | ﹤0.01% |
19,591
| – | – |
|
3499
Microvision
MVIS
$88.8M
| $21.6K | ﹤0.01% |
17,426
| – | – |
|
3500
CALL
Tesla
TSLA
$1.22T
| $21K | ﹤0.01% |
1,500
-65,500
| -98% | -$21.8M |
|
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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.