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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
-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
CRSP icon
3576
CALL
CRISPR Therapeutics
CRSP
$4.6B
$4K ﹤0.01%
+10,000
New +$424K
C icon
3577
CALL
Citigroup
C
$223B
$3.98K ﹤0.01%
500
-60,000
-99% -$4.58M
SPY icon
3578
CALL
State Street SPDR S&P 500 ETF Trust
SPY
$781B
$3.93K ﹤0.01%
1,900
-20,900
-92% -$12.3M
NKE icon
3579
CALL
Nike
NKE
$62.5B
$3.91K ﹤0.01%
71,100
+71,000
+71,000% +$5.23M
SHW icon
3580
PUT
Sherwin-Williams
SHW
$80.7B
$3.84K ﹤0.01%
+300
New +$105K
CRWD icon
3581
CALL
CrowdStrike
CRWD
$183B
$3.73K ﹤0.01%
400
-410,000
-100% -$39.1M
NVDY icon
3582
CALL
YieldMax NVDA Option Income Strategy ETF
NVDY
$1.33B
$3.63K ﹤0.01%
+11,000
New +$216K
LONA
3583
LeonaBio Inc
LONA
$69.1M
$3.62K ﹤0.01%
1,270
– –
AHCO icon
3584
CALL
AdaptHealth
AHCO
$1.49B
$3.5K ﹤0.01%
1,000
– –
XLK icon
3585
PUT
State Street Technology Select Sector SPDR ETF
XLK
$114B
$3.49K ﹤0.01%
+1,000
New +$113K
DY icon
3586
PUT
Dycom Industries
DY
$12.7B
$3.4K ﹤0.01%
+200
New +$34.5K
EXK
3587
CALL
Endeavour Silver
EXK
$2.35B
$3.4K ﹤0.01%
+20,000
New +$80.4K
CTRA
3588
CALL
DELISTED
Coterra Energy
CTRA
$3.3K ﹤0.01%
3,000
-4,000
-57% -$112K
REGN icon
3589
CALL
Regeneron Pharmaceuticals
REGN
$69.9B
$3.26K ﹤0.01%
+200
New +$138K
SU icon
3590
CALL
Suncor Energy
SU
$75.6B
$3.24K ﹤0.01%
+900
New +$34.3K
LFWD icon
3591
ReWalk Robotics
LFWD
$20M
$3.17K ﹤0.01%
155
-900
-85% -$18.6K
GDX icon
3592
CALL
VanEck Gold Miners ETF
GDX
$23.2B
$3.15K ﹤0.01%
400
-38,100
-99% -$1.54M
MSFT icon
3593
CALL
Microsoft
MSFT
$2.89T
$3.11K ﹤0.01%
100
-110,700
-100% -$45.1M
TLRY icon
3594
CALL
Tilray
TLRY
$498M
$3.06K ﹤0.01%
1,800
-2,600
-59% -$24.1K
PCT icon
3595
CALL
PureCycle Technologies
PCT
$1.2B
$3K ﹤0.01%
5,000
-12,500
-71% -$112K
ROK icon
3596
CALL
Rockwell Automation
ROK
$51.9B
$2.97K ﹤0.01%
200
+100
+100% +$27.8K
AMGN icon
3597
CALL
Amgen
AMGN
$203B
$2.77K ﹤0.01%
1,000
-600
-38% -$177K
SPUT
3598
PUT
Innovator Equity Premium Income - Daily PutWrite ETF
SPUT
$16.8M
$2.51K ﹤0.01%
+10,000
New +$254K
ANET icon
3599
CALL
Arista Networks
ANET
$215B
$2.47K ﹤0.01%
1,000
+700
+233% +$71K
ODFL icon
3600
CALL
Old Dominion Freight Line
ODFL
$47.2B
$2.26K ﹤0.01%
200
– –
142 143
144
145 146

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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.