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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
HBI
3601
CALL
DELISTED
Hanesbrands
HBI
$175 ﹤0.01%
1,000
– –
PGR icon
3602
PUT
Progressive
PGR
$124B
$165 ﹤0.01%
+200
New +$41.9K
SCHW
3603
CALL
Charles Schwab
SCHW
$177B
$165 ﹤0.01%
100
-300
-75% -$22.2K
RXRX icon
3604
CALL
Recursion Pharmaceuticals
RXRX
$1.57B
$164 ﹤0.01%
+6,000
New +$52.3K
KEYS icon
3605
PUT
Keysight
KEYS
$54.5B
$150 ﹤0.01%
+100
New +$14.6K
PHM icon
3606
PUT
Pultegroup
PHM
$24.5B
$147 ﹤0.01%
100
– –
CHPT icon
3607
CALL
ChargePoint
CHPT
$133M
$140 ﹤0.01%
100
– –
HAL icon
3608
PUT
Halliburton
HAL
$27.9B
$140 ﹤0.01%
+400
New +$14.8K
ILMN icon
3609
CALL
Illumina
ILMN
$29.4B
$134 ﹤0.01%
200
-6
-3% -$673
ZM icon
3610
CALL
Zoom
ZM
$25.8B
$131 ﹤0.01%
100
– –
F icon
3611
CALL
Ford
F
$57.3B
$130 ﹤0.01%
100
– –
MS icon
3612
PUT
Morgan Stanley
MS
$337B
$123 ﹤0.01%
+100
New +$9.52K
TLT icon
3613
PUT
iShares 20+ Year Treasury Bond ETF
TLT
$42.1B
$118 ﹤0.01%
+200
New +$18.2K
NIO icon
3614
CALL
NIO
NIO
$11.3B
$109 ﹤0.01%
5,900
+5,000
+556% +$23.7K
VALE icon
3615
CALL
Vale
VALE
$62.9B
$101 ﹤0.01%
+9,000
New +$108K
AMC icon
3616
CALL
AMC Entertainment Holdings
AMC
$2.03B
$100 ﹤0.01%
+100
New +$402
STEM icon
3617
CALL
Stem
STEM
$49.2M
$100 ﹤0.01%
+100
New +$2.93K
KKR icon
3618
CALL
KKR & Co
KKR
$89.2B
$99 ﹤0.01%
600
-400
-40% -$40.7K
PAA icon
3619
CALL
Plains All American Pipeline
PAA
$17.4B
$85 ﹤0.01%
100
– –
CSX icon
3620
CALL
CSX Corp
CSX
$98.6B
$75 ﹤0.01%
+1,500
New +$50.9K
MSOS icon
3621
CALL
AdvisorShares Pure US Cannabis ETF
MSOS
$864M
$73 ﹤0.01%
600
– –
B
3622
CALL
Barrick Mining
B
$62.2B
$70 ﹤0.01%
+100
New +$1.7K
MDB icon
3623
CALL
MongoDB
MDB
$24B
$69 ﹤0.01%
300
-200
-40% -$63.2K
DIS icon
3624
PUT
Walt Disney
DIS
$165B
$66 ﹤0.01%
+600
New +$64.6K
PFE icon
3625
PUT
Pfizer
PFE
$140B
$58 ﹤0.01%
+2,800
New +$77.1K
143 144
145
146 147

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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.