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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
SOXL icon
3551
CALL
Direxion Daily Semiconductor Bull 3X ETF
SOXL
$18.7B
$816 ﹤0.01%
600
+400
+200% +$18.6K
ODFL icon
3552
PUT
Old Dominion Freight Line
ODFL
$48.5B
$810 ﹤0.01%
+300
New +$56.6K
MRSH
3553
PUT
Marsh
MRSH
$86.3B
$800 ﹤0.01%
1,000
– –
RPRX icon
3554
CALL
Royalty Pharma
RPRX
$26.1B
$779 ﹤0.01%
5,000
– –
TMDX icon
3555
PUT
Transmedics
TMDX
$2.5B
$775 ﹤0.01%
400
-600
-60% -$72K
SCHW
3556
PUT
Charles Schwab
SCHW
$177B
$737 ﹤0.01%
2,100
-300
-13% -$22.2K
ALLY icon
3557
CALL
Ally Financial
ALLY
$13.1B
$704 ﹤0.01%
+100
New +$3.9K
CELH icon
3558
CALL
Celsius Holdings
CELH
$6.93B
$703 ﹤0.01%
100
-35,000
-100% -$2.65M
VRT icon
3559
PUT
Vertiv
VRT
$112B
$698 ﹤0.01%
+200
New +$18.2K
BOOT icon
3560
PUT
Boot Barn
BOOT
$4.55B
$650 ﹤0.01%
+500
New +$56.3K
SYY icon
3561
CALL
Sysco
SYY
$39.7B
$645 ﹤0.01%
100
– –
AEM icon
3562
CALL
Agnico Eagle Mines
AEM
$72.6B
$640 ﹤0.01%
+200
New +$13K
KVUE icon
3563
CALL
Kenvue
KVUE
$37B
$640 ﹤0.01%
100
– –
TMUS icon
3564
CALL
T-Mobile US
TMUS
$193B
$630 ﹤0.01%
+100
New +$16.8K
JPM icon
3565
CALL
JPMorgan Chase
JPM
$939B
$628 ﹤0.01%
+200
New +$39.1K
META icon
3566
CALL
Meta Platforms (Facebook)
META
$1.51T
$626 ﹤0.01%
100
-25,000
-100% -$12.2M
DHR icon
3567
PUT
Danaher
DHR
$135B
$585 ﹤0.01%
+100
New +$25.3K
VFC icon
3568
CALL
VF Corp
VFC
$6.68B
$553 ﹤0.01%
1,400
– –
XOM icon
3569
PUT
ExxonMobil
XOM
$651B
$510 ﹤0.01%
1,000
-100
-9% -$11.6K
XLU icon
3570
PUT
State Street Utilities Select Sector SPDR ETF
XLU
$24.1B
$504 ﹤0.01%
+1,200
New +$41.2K
IRDM icon
3571
CALL
Iridium Communications
IRDM
$4.85B
$502 ﹤0.01%
3,000
– –
BAC icon
3572
CALL
Bank of America
BAC
$435B
$500 ﹤0.01%
10,100
-49,000
-83% -$1.88M
ONON icon
3573
PUT
On Holding
ONON
$11.9B
$476 ﹤0.01%
+500
New +$18.3K
AGI icon
3574
CALL
Alamos Gold
AGI
$12.4B
$475 ﹤0.01%
+500
New +$7.83K
TDOC icon
3575
CALL
Teladoc Health
TDOC
$1.58B
$475 ﹤0.01%
+2,500
New +$30.5K
141 142
143
144 145

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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.