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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 | |
|---|---|---|---|---|---|---|
3501
PUT
iShares MSCI USA Momentum Factor ETF
MTUM
$25.2B
| $20.9K | ﹤0.01% |
+5,100
| New | +$1.09M |
|
3502
PUT
Douglas Elliman
DOUG
$158M
| $20.3K | ﹤0.01% |
+45,000
| New | +$81.4K |
|
3503
CALL
Viavi Solutions
VIAV
$9.41B
| $20K | ﹤0.01% |
20,000
| – | – |
|
3504
PUT
Starbucks
SBUX
$118B
| $19.8K | ﹤0.01% |
+4,100
| New | +$424K |
|
3505
AtlasClear
ATCH
$27.1M
| $19.7K | ﹤0.01% |
+29,500
| New | +$112K |
|
3506
Genprex
GNPX
$3.91M
| $19.5K | ﹤0.01% |
72
+59
| +454% | +$32.8K |
|
3507
CALL
Altimmune
ALT
$576M
| $19K | ﹤0.01% |
18,900
-15,700
| -45% | -$99.5K |
|
3508
CALL
Shopify
SHOP
$165B
| $19K | ﹤0.01% |
2,700
-47,600
| -95% | -$5.19M |
|
3509
Humacyte
HUMA
$182M
| $18.3K | ﹤0.01% |
10,753
-2,352
| -18% | -$8.83K |
|
3510
Allogene Therapeutics
ALLO
$604M
| $17.7K | ﹤0.01% |
12,150
| – | – |
|
3511
FingerMotion
FNGR
$16.6M
| $17.5K | ﹤0.01% |
12,805
| – | – |
|
3512
CALL
Lemonade
LMND
$4.76B
| $17.5K | ﹤0.01% |
70,000
+30,000
| +75% | +$1.03M |
|
3513
Capricor Therapeutics
CAPR
$405M
| $17.1K | ﹤0.01% |
1,802
+1,600
| +792% | +$22.2K |
|
3514
PUT
Zeta Global
ZETA
$5.17B
| $17K | ﹤0.01% |
2,500
+2,000
| +400% | +$35.7K |
|
3515
Clean Energy Fuels
CLNE
$432M
| $16.4K | ﹤0.01% |
+10,590
| New | +$26.9K |
|
|
CYPH
3516
Cypherpunk Technologies Inc
CYPH
$66.7M
| $15.4K | ﹤0.01% |
50,500
-2,000
| -4% | -$2.2K |
|
3517
Lightwave Logic
LWLG
$945M
| $15.4K | ﹤0.01% |
15,000
-190
| -1% | -$296 |
|
3518
Sundial Growers
SNDL
$351M
| $14.6K | ﹤0.01% |
+10,374
| New | +$17.6K |
|
3519
Milestone Scientific
MLSS
$35.6M
| $14.6K | ﹤0.01% |
15,666
-1,000
| -6% | -$1.1K |
|
3520
Anghami
ANGH
$33M
| $14.5K | ﹤0.01% |
2,180
| – | – |
|
|
CRON
3521
CALL
Cronos Group
CRON
$1.07B
| $14K | ﹤0.01% |
37,800
-70,600
| -65% | -$136K |
|
3522
Wheels Up
UP
$219M
| $13.7K | ﹤0.01% |
677
| – | – |
|
3523
CALL
GameStop
GME
$9.66B
| $13.5K | ﹤0.01% |
1,400
-8,300
| -86% | -$217K |
|
3524
PUT
Zoetis
ZTS
$32.2B
| $13.4K | ﹤0.01% |
2,000
-71,100
| -97% | -$11.8M |
|
3525
CALL
SLB Ltd
SLB
$76.5B
| $13.3K | ﹤0.01% |
1,600
-1,200
| -43% | -$49.2K |
|
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.