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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
-0.3%
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
(+0.76%)
Cap. Flow
+$1.6B
Cap. Flow
% of AUM
2.16%
Top 10 Holdings %
Top 10 Hldgs %
18.47%
Holding
4,123
New
342
Increased
1,586
Reduced
1,609
Closed
399
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$147M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$144M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$86.4M |
| 4 |
Vanguard Value ETF
VTV
|
+$82.3M |
| 5 |
LyondellBasell Industries
LYB
|
+$76.8M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$90M |
| 2 |
ExxonMobil
XOM
|
+$78M |
| 3 |
Amazon
AMZN
|
+$73.8M |
| 4 |
IBM
IBM
|
+$55.8M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
3601
PUT
Boeing
BA
$167B
| $2.25K | ﹤0.01% |
1,000
| – | – |
|
3602
CALL
Full Truck Alliance
YMM
$9.66B
| $2.24K | ﹤0.01% |
5,600
+600
| +12% | +$7.23K |
|
3603
CALL
iShares Russell 2000 ETF
IWM
$80.3B
| $2.23K | ﹤0.01% |
1,200
-1,300
| -52% | -$282K |
|
3604
CALL
State Street
STT
$50.7B
| $2.23K | ﹤0.01% |
100
| – | – |
|
3605
PUT
Home Depot
HD
$335B
| $2.22K | ﹤0.01% |
+200
| New | +$77.9K |
|
3606
CALL
Eaton
ETN
$155B
| $2.08K | ﹤0.01% |
100
-500
| -83% | -$156K |
|
3607
CALL
Wrap Technologies
WRAP
$99.8M
| $2.05K | ﹤0.01% |
10,800
-25,200
| -70% | -$52.2K |
|
3608
CALL
Mastercard
MA
$487B
| $1.96K | ﹤0.01% |
500
+100
| +25% | +$54.4K |
|
|
CGC
3609
CALL
Canopy Growth
CGC
$390M
| $1.94K | ﹤0.01% |
10,800
-1,200
| -10% | -$2.11K |
|
3610
CALL
AdvisorShares Pure US Cannabis ETF
MSOS
$860M
| $1.89K | ﹤0.01% |
9,000
-2,400
| -21% | -$7.74K |
|
3611
PUT
First Citizens BancShares
FCNCA
$24.3B
| $1.88K | ﹤0.01% |
200
+100
| +100% | +$204K |
|
3612
CALL
Snap
SNAP
$7.6B
| $1.85K | ﹤0.01% |
3,500
+2,000
| +133% | +$20.9K |
|
3613
CALL
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.38B
| $1.7K | ﹤0.01% |
300
+200
| +200% | +$29.7K |
|
3614
CALL
Vista Energy
VIST
$7.42B
| $1.67K | ﹤0.01% |
+200
| New | +$10.3K |
|
3615
IN8bio
INAB
$11.4M
| $1.66K | ﹤0.01% |
333
| – | – |
|
3616
CALL
ReWalk Robotics
LFWD
$20M
| $1.62K | ﹤0.01% |
+900
| New | +$18.6K |
|
|
VG
3617
CALL
Venture Global Inc
VG
$31.8B
| $1.55K | ﹤0.01% |
+1,000
| New | +$14.6K |
|
3618
CALL
Palo Alto Networks
PANW
$259B
| $1.54K | ﹤0.01% |
200
-10,600
| -98% | -$1.96M |
|
3619
CALL
Viking Therapeutics
VKTX
$4.05B
| $1.54K | ﹤0.01% |
1,000
-2,600
| -72% | -$82.2K |
|
3620
CALL
Oracle
ORCL
$345B
| $1.5K | ﹤0.01% |
+300
| New | +$48.8K |
|
3621
CALL
TKO Group
TKO
$13.7B
| $1.5K | ﹤0.01% |
+500
| New | +$76.4K |
|
3622
PUT
CrowdStrike
CRWD
$183B
| $1.5K | ﹤0.01% |
+400
| New | +$38.1K |
|
3623
CALL
Sarepta Therapeutics
SRPT
$1.68B
| $1.44K | ﹤0.01% |
+500
| New | +$52.6K |
|
3624
CALL
Merck
MRK
$323B
| $1.42K | ﹤0.01% |
500
-4,500
| -90% | -$420K |
|
3625
PUT
Toast
TOST
$17.9B
| $1.36K | ﹤0.01% |
+1,600
| New | +$59.9K |
|
Similar funds
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.