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HighTower Advisors Portfolio holdings
AUM
$94.2B
1-Year Est. Return
21.24%
This Fund
S&P 500
This Quarter
Est. Return
+0.88%
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
$73.1B
AUM Growth
+$3.13B
(+4.5%)
Cap. Flow
+$6.15B
Cap. Flow
% of AUM
8.41%
Top 10 Holdings %
Top 10 Hldgs %
19.29%
Holding
4,120
New
390
Increased
1,802
Reduced
1,391
Closed
320
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$2.14B |
| 2 |
SharkNinja
SN
|
+$220M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$145M |
| 4 |
Apple
AAPL
|
+$101M |
| 5 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$88.7M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
TechTarget
TTGT
|
+$32.9M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
+$29.7M |
| 3 |
LyondellBasell Industries
LYB
|
+$25.1M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$24.7M |
| 5 |
Alexandria Real Estate Equities
ARE
|
+$24.5M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 14.15% |
| 2 | Financials | 10.6% |
| 3 | Consumer Discretionary | 6.93% |
| 4 | Healthcare | 5.42% |
| 5 | Industrials | 5.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
AILE
3601
DELISTED
iLearningEngines, Inc. Common Stock
AILE
| $6.17K | ﹤0.01% |
+14,700
| New | +$18.9K |
|
3602
PUT
ProShares Ultra QQQ
QLD
$12.3B
| $6.16K | ﹤0.01% |
+11,200
| New | +$600K |
|
3603
PUT
First Citizens BancShares
FCNCA
$24.6B
| $5.8K | ﹤0.01% |
+100
| New | +$210K |
|
3604
CALL
Lumen
LUMN
$6.4B
| $5.75K | ﹤0.01% |
7,700
+4,900
| +175% | +$33.8K |
|
3605
PUT
L3Harris
LHX
$56.6B
| $5.46K | ﹤0.01% |
1,500
| – | – |
|
3606
PUT
Walmart Inc
WMT
$892B
| $5.42K | ﹤0.01% |
+2,500
| New | +$217K |
|
3607
P3 Health Partners
PIII
$34.3M
| $5.42K | ﹤0.01% |
482
| – | – |
|
3608
CALL
Pfizer
PFE
$141B
| $5.18K | ﹤0.01% |
+8,000
| New | +$217K |
|
|
PARA
3609
CALL
DELISTED
Paramount Global Class B
PARA
| $5.16K | ﹤0.01% |
+12,000
| New | +$129K |
|
3610
PUT
Cigna
CI
$77.2B
| $4.83K | ﹤0.01% |
500
-100
| -17% | -$31.9K |
|
3611
PUT
Palantir
PLTR
$310B
| $4.47K | ﹤0.01% |
500
-3,100
| -86% | -$181K |
|
3612
CALL
Rivian
RIVN
$24B
| $4.47K | ﹤0.01% |
+3,000
| New | +$34.5K |
|
3613
CALL
Baidu
BIDU
$36.2B
| $4.4K | ﹤0.01% |
5,000
-45,000
| -90% | -$4.11M |
|
3614
CALL
AdvisorShares Pure US Cannabis ETF
MSOS
$868M
| $4.33K | ﹤0.01% |
11,400
+10,800
| +1,800% | +$58.3K |
|
3615
CALL
Snap
SNAP
$7.55B
| $4.25K | ﹤0.01% |
+1,500
| New | +$16.9K |
|
3616
CALL
Solventum
SOLV
$14B
| $4.25K | ﹤0.01% |
+2,500
| New | +$175K |
|
3617
PUT
e.l.f. Beauty
ELF
$4.72B
| $4.2K | ﹤0.01% |
+200
| New | +$24K |
|
3618
CALL
Vanda Pharmaceuticals
VNDA
$318M
| $4K | ﹤0.01% |
8,000
+2,000
| +33% | +$9.6K |
|
3619
PUT
Zeta Global
ZETA
$5.04B
| $3.9K | ﹤0.01% |
+500
| New | +$12.6K |
|
3620
CALL
Intuitive Machines
LUNR
$2.1B
| $3.8K | ﹤0.01% |
+1,000
| New | +$11.1K |
|
3621
CALL
Old Dominion Freight Line
ODFL
$46.9B
| $3.71K | ﹤0.01% |
200
| – | – |
|
3622
CALL
Capital One
COF
$127B
| $3.67K | ﹤0.01% |
+3,000
| New | +$519K |
|
3623
CALL
Intuitive Surgical
ISRG
$127B
| $3.65K | ﹤0.01% |
+500
| New | +$260K |
|
|
CGC
3624
CALL
Canopy Growth
CGC
$387M
| $3.6K | ﹤0.01% |
12,000
+8,000
| +200% | +$31.7K |
|
|
3625
PUT
Rivian
RIVN
$24B
| $3.55K | ﹤0.01% |
+1,200
| New | +$13.8K |
|
Similar funds
HighTower Advisors's Q4 2024 Portfolio in Review
As of Q4 2024, HighTower Advisors held 4,120 positions worth $73.1B, up 4.5% from $70B the previous quarter. Its ten largest holdings account for 19% of the portfolio.
HighTower Advisors deployed $6.15B of net new capital in Q4 2024, opening 390 new positions and adding to 1,802 existing holdings. Its largest new stake was Microsoft: 5,023,862 shares worth $2.12B.
By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 14% a quarter earlier, followed by Financials and Consumer Discretionary.
On the sell side, the largest reduction was TechTarget, an estimated $32.9M trimmed.
- HighTower Advisors's largest Q4 2024 buy was Microsoft: 5,023,862 shares worth $2.12B.
- HighTower Advisors added most to SharkNinja in Q4 2024, an estimated $220M increase.
- HighTower Advisors's biggest Q4 2024 reduction was TechTarget, cutting an estimated $32.9M.
- HighTower Advisors fully exited Marathon Oil Corporation in Q4 2024, selling an estimated $12.6M.
- HighTower Advisors's ten largest holdings make up 19% of its $73.1B portfolio in Q4 2024.
- HighTower Advisors opened 390 new positions and closed 320 in Q4 2024.
- HighTower Advisors's portfolio value rose 4.5% quarter-over-quarter to $73.1B.
Based on HighTower Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.