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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
+7.52%
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
$70B
AUM Growth
+$5.31B
Cap. Flow
-$1.28B
Cap. Flow %
-1.83%
Top 10 Hldgs %
18.76%
Holding
4,050
New
386
Increased
1,661
Reduced
1,461
Closed
319

Top Buys

Rank Stock Value
1
MS icon
Morgan Stanley
MS
+$57.4M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$37.6M
3
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$35.9M
4
TFC icon
Truist Financial
TFC
+$34.1M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$33.9M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$2.08B
2
AAPL icon
Apple
AAPL
+$70.3M
3
BLK icon
Blackrock
BLK
+$65.2M
4
LRCX icon
Lam Research
LRCX
+$62.8M
5
SN icon
SharkNinja
SN
+$41.1M

Sector Composition

Rank Sector Weight
1 Technology 13.57%
2 Financials 9.89%
3 Consumer Discretionary 6.39%
4 Healthcare 6.15%
5 Industrials 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
POST icon
3526
PUT
Post Holdings
POST
$4.12B
$11.2K ﹤0.01%
+3,100
New +$348K
AMRN
3527
Amarin Corp
AMRN
$284M
$11K ﹤0.01%
1,052
-5,018
-83% -$66.6K
CGTX icon
3528
Cognition Therapeutics
CGTX
$82.3M
$11K ﹤0.01%
22,962
– –
CHPT icon
3529
ChargePoint
CHPT
$133M
$11K ﹤0.01%
421
-124
-23% -$4.31K
PASG icon
3530
Passage Bio
PASG
$15.9M
$11K ﹤0.01%
819
-257
-24% -$4.09K
ULY
3531
DELISTED
Urgent.ly
ULY
$11K ﹤0.01%
1,377
+416
+43% +$5.66K
ARKK icon
3532
PUT
ARK Innovation ETF
ARKK
$5.89B
$10.9K ﹤0.01%
+5,700
New +$256K
LIN icon
3533
CALL
Linde
LIN
$237B
$10.8K ﹤0.01%
3,600
+3,100
+620% +$1.41M
DKNG icon
3534
CALL
DraftKings
DKNG
$11.4B
$10.7K ﹤0.01%
2,000
-300
-13% -$10.8K
WB icon
3535
CALL
Weibo
WB
$1.9B
$10.5K ﹤0.01%
+10,000
New +$78.7K
FTEK icon
3536
Fuel Tech
FTEK
$48M
$10K ﹤0.01%
10,400
– –
PCT icon
3537
CALL
PureCycle Technologies
PCT
$1.17B
$9.64K ﹤0.01%
14,100
+14,000
+14,000% +$93.7K
MAR icon
3538
CALL
Marriott International
MAR
$98.7B
$9.59K ﹤0.01%
+1,300
New +$303K
MELI icon
3539
CALL
Mercado Libre
MELI
$91.3B
$9.56K ﹤0.01%
+100
New +$188K
COST icon
3540
PUT
Costco
COST
$415B
$9.29K ﹤0.01%
+500
New +$434K
CB icon
3541
CALL
Chubb
CB
$140B
$9.13K ﹤0.01%
+1,000
New +$274K
SYK icon
3542
PUT
Stryker
SYK
$127B
$9.04K ﹤0.01%
6,700
-30,000
-82% -$10.4M
PIII icon
3543
P3 Health Partners
PIII
$32M
$9K ﹤0.01%
482
– –
ZOM
3544
DELISTED
Zomedica Corp.
ZOM
$9K ﹤0.01%
65,325
– –
DJT icon
3545
PUT
Trump Media & Technology Group
DJT
$2.37B
$8.95K ﹤0.01%
400
-700
-64% -$17K
SLV icon
3546
CALL
iShares Silver Trust
SLV
$28.1B
$8.8K ﹤0.01%
5,200
+1,600
+44% +$43K
AVGO icon
3547
CALL
Broadcom
AVGO
$1.82T
$8.76K ﹤0.01%
1,200
-1,800
-60% -$289K
SQQQ icon
3548
CALL
ProShares UltraPro Short QQQ
SQQQ
$2.21B
$8.7K ﹤0.01%
1,000
-11,804
-92% -$2.49M
LCID icon
3549
CALL
Lucid Motors
LCID
$2.46B
$8.05K ﹤0.01%
310
-150
-33% -$5.23K
AQMS icon
3550
Aqua Metals
AQMS
$9.63M
$8K ﹤0.01%
227
– –
140 141
142
143 144

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HighTower Advisors's Q3 2024 Portfolio in Review

As of Q3 2024, HighTower Advisors held 4,050 positions worth $70B, up 8.2% from $64.7B the previous quarter. Its ten largest holdings account for 19% of the portfolio.

HighTower Advisors's Q3 2024 filing shows 386 new, 1,661 increased, 1,461 reduced and 319 closed positions. Its largest new stake was Invesco KBW Property & Casualty Insurance ETF: 193,791 shares worth $22.4M. The largest sale was Microsoft, an estimated $2.08B.

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

  • HighTower Advisors's largest Q3 2024 buy was Invesco KBW Property & Casualty Insurance ETF: 193,791 shares worth $22.4M.
  • HighTower Advisors added most to Morgan Stanley in Q3 2024, an estimated $57.4M increase.
  • HighTower Advisors's biggest Q3 2024 reduction was Apple, cutting an estimated $70.3M.
  • HighTower Advisors fully exited Microsoft in Q3 2024, selling an estimated $2.08B.
  • HighTower Advisors's ten largest holdings make up 19% of its $70B portfolio in Q3 2024.
  • HighTower Advisors opened 386 new positions and closed 319 in Q3 2024.
  • HighTower Advisors's portfolio value rose 8.2% quarter-over-quarter to $70B.

Based on HighTower Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.