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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 | |
|---|---|---|---|---|---|---|
3626
CALL
abrdn Physical Silver Shares ETF
SIVR
$4.06B
| $1.27K | ﹤0.01% |
+800
| New | +$24.4K |
|
3627
CALL
Axsome Therapeutics
AXSM
$12.3B
| $1.25K | ﹤0.01% |
+200
| New | +$22.8K |
|
3628
CALL
Amplify Alternative Harvest ETF
MJ
$100M
| $1.23K | ﹤0.01% |
28,000
+25,583
| +1,058% | +$609K |
|
3629
CALL
Grayscale Bitcoin Trust
GBTC
$9.77B
| $1.23K | ﹤0.01% |
700
| – | – |
|
3630
CALL
Kenvue
KVUE
$37.3B
| $1.15K | ﹤0.01% |
100
| – | – |
|
3631
PUT
Target
TGT
$63.5B
| $1.15K | ﹤0.01% |
+500
| New | +$62.5K |
|
3632
CALL
Rocket Companies
RKT
$37.9B
| $1.1K | ﹤0.01% |
+4,000
| New | +$51.6K |
|
3633
PUT
XPeng
XPEV
$12.2B
| $1.07K | ﹤0.01% |
+500
| New | +$9K |
|
3634
CALL
Bloom Energy
BE
$51.6B
| $1.04K | ﹤0.01% |
11,400
+5,900
| +107% | +$141K |
|
3635
CALL
IonQ
IONQ
$12.9B
| $1.03K | ﹤0.01% |
1,000
-1,000
| -50% | -$32.4K |
|
3636
CALL
Lumen
LUMN
$6.33B
| $1.01K | ﹤0.01% |
3,600
-4,100
| -53% | -$20.4K |
|
3637
PUT
C3.ai
AI
$1.38B
| $981 | ﹤0.01% |
2,000
+1,400
| +233% | +$39.7K |
|
3638
CALL
Agnico Eagle Mines
AEM
$72.6B
| $920 | ﹤0.01% |
+100
| New | +$9.56K |
|
3639
PUT
iShares MSCI Mexico ETF
EWW
$1.91B
| $913 | ﹤0.01% |
+1,800
| New | +$90.8K |
|
3640
CALL
State Street SPDR S&P Insurance ETF
KIE
$654M
| $878 | ﹤0.01% |
200
+100
| +100% | +$5.81K |
|
3641
PUT
Amgen
AMGN
$203B
| $873 | ﹤0.01% |
+900
| New | +$266K |
|
3642
CALL
Coinbase
COIN
$43.9B
| $861 | ﹤0.01% |
300
-69,700
| -100% | -$16.9M |
|
3643
PUT
Visa
V
$691B
| $842 | ﹤0.01% |
+1,800
| New | +$609K |
|
3644
CALL
Fox Class A
FOXA
$24.1B
| $840 | ﹤0.01% |
100
| – | – |
|
3645
CALL
Invesco QQQ Trust
QQQ
$446B
| $809 | ﹤0.01% |
200
-64,800
| -100% | -$32.9M |
|
3646
CALL
Ford
F
$57.7B
| $775 | ﹤0.01% |
+1,000
| New | +$9.77K |
|
3647
CALL
KraneShares CSI China Internet ETF
KWEB
$5.34B
| $775 | ﹤0.01% |
+200
| New | +$6.63K |
|
3648
CALL
Rambus
RMBS
$10.2B
| $765 | ﹤0.01% |
+300
| New | +$17.6K |
|
3649
CALL
ProShares UltraPro QQQ
TQQQ
$30.9B
| $740 | ﹤0.01% |
+3,400
| New | +$129K |
|
3650
CALL
Flutter Entertainment
FLUT
$18.7B
| $700 | ﹤0.01% |
2,000
+600
| +43% | +$155K |
|
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.