We are live on ! Find out more
HighTower Advisors

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
Cap. Flow
+$1.6B
Cap. Flow %
2.16%
Top 10 Hldgs %
18.47%
Holding
4,123
New
342
Increased
1,586
Reduced
1,609
Closed
399

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$147M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$144M
3
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$86.4M
4
VTV icon
Vanguard Value ETF
VTV
+$82.3M
5
LYB icon
LyondellBasell Industries
LYB
+$76.8M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$90M
2
XOM icon
ExxonMobil
XOM
+$78M
3
AMZN icon
Amazon
AMZN
+$73.8M
4
IBM icon
IBM
IBM
+$55.8M
5
GM icon
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
CGC
3551
Canopy Growth
CGC
$390M
$7.06K ﹤0.01%
7,742
+667
+9% +$1.17K
SILJ icon
3552
CALL
Amplify Junior Silver Miners ETF
SILJ
$3.29B
$6.99K ﹤0.01%
+109,700
New +$1.24M
SOLV icon
3553
CALL
Solventum
SOLV
$13.9B
$6.94K ﹤0.01%
2,500
– –
IYW icon
3554
PUT
iShares US Technology ETF
IYW
$23.3B
$6.72K ﹤0.01%
700
– –
PASG icon
3555
Passage Bio
PASG
$14.8M
$6.48K ﹤0.01%
917
+141
+18% +$1.52K
TTWO icon
3556
PUT
Take-Two Interactive
TTWO
$45.3B
$6.39K ﹤0.01%
+600
New +$120K
XLE icon
3557
CALL
State Street Energy Select Sector SPDR ETF
XLE
$38.8B
$6.39K ﹤0.01%
2,000
+1,000
+100% +$45.1K
DELL icon
3558
CALL
Dell
DELL
$276B
$6.1K ﹤0.01%
+4,000
New +$423K
AVGO icon
3559
CALL
Broadcom
AVGO
$1.82T
$6.04K ﹤0.01%
600
+500
+500% +$106K
PARA
3560
CALL
DELISTED
Paramount Global Class B
PARA
$5.97K ﹤0.01%
18,100
+6,100
+51% +$68.2K
CVS icon
3561
CALL
CVS Health
CVS
$137B
$5.75K ﹤0.01%
1,600
-1,000
-38% -$59.8K
VTYX
3562
CALL
DELISTED
Ventyx Biosciences
VTYX
$5.7K ﹤0.01%
19,000
+7,000
+58% +$12K
MSTU
3563
CALL
T-Rex 2X Long MSTR Daily Target ETF
MSTU
$365M
$5.69K ﹤0.01%
+250
New +$20.1K
WMT icon
3564
PUT
Walmart Inc
WMT
$889B
$5.54K ﹤0.01%
2,000
-500
-20% -$46.9K
SPGI icon
3565
PUT
S&P Global
SPGI
$130B
$5.5K ﹤0.01%
+500
New +$255K
RGLD icon
3566
CALL
Royal Gold
RGLD
$17.1B
$5.34K ﹤0.01%
300
-11,000
-97% -$1.61M
ROAD icon
3567
PUT
Construction Partners
ROAD
$5.94B
$5.25K ﹤0.01%
+700
New +$55.2K
EWZ icon
3568
CALL
iShares MSCI Brazil ETF
EWZ
$9.08B
$5.21K ﹤0.01%
+1,100
New +$27.4K
GERN icon
3569
CALL
Geron
GERN
$949M
$5.13K ﹤0.01%
+9,000
New +$21.9K
BAC icon
3570
CALL
Bank of America
BAC
$436B
$4.96K ﹤0.01%
+15,000
New +$668K
DOUG icon
3571
Douglas Elliman
DOUG
$158M
$4.71K ﹤0.01%
+2,736
New +$4.95K
META icon
3572
PUT
Meta Platforms (Facebook)
META
$1.51T
$4.64K ﹤0.01%
100
-60,000
-100% -$38.7M
BCAB icon
3573
BioAtla
BCAB
$5.64M
$4.51K ﹤0.01%
260
– –
AMT icon
3574
CALL
American Tower
AMT
$77.7B
$4.39K ﹤0.01%
100
– –
ACHR icon
3575
PUT
Archer Aviation
ACHR
$3.78B
$4.08K ﹤0.01%
+2,000
New +$17.7K
141 142
143
144 145

Similar funds

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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.