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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
PDD icon
3651
CALL
Pinduoduo
PDD
$121B
$690 ﹤0.01%
1,200
+200
+20% +$23K
SMCI icon
3652
PUT
Super Micro Computer
SMCI
$19.3B
$680 ﹤0.01%
100
-100
-50% -$3.79K
PDD icon
3653
PUT
Pinduoduo
PDD
$121B
$642 ﹤0.01%
+300
New +$34.4K
EFA icon
3654
PUT
iShares MSCI EAFE ETF
EFA
$76.8B
$630 ﹤0.01%
500
-300
-38% -$24.2K
SYY icon
3655
CALL
Sysco
SYY
$40.2B
$625 ﹤0.01%
100
– –
ADP icon
3656
PUT
Automatic Data Processing
ADP
$102B
$600 ﹤0.01%
600
– –
AKAM icon
3657
CALL
Akamai
AKAM
$16.4B
$595 ﹤0.01%
100
– –
MRSH
3658
PUT
Marsh
MRSH
$87.5B
$530 ﹤0.01%
1,000
– –
DVN icon
3659
PUT
Devon Energy
DVN
$49.8B
$513 ﹤0.01%
700
-2,000
-74% -$71K
B
3660
CALL
Barrick Mining
B
$62.6B
$513 ﹤0.01%
100
– –
ET icon
3661
PUT
Energy Transfer Partners
ET
$68.5B
$487 ﹤0.01%
4,300
+200
+5% +$3.9K
WSM icon
3662
CALL
Williams-Sonoma
WSM
$27.6B
$485 ﹤0.01%
+100
New +$19.3K
OKLO
3663
CALL
Oklo
OKLO
$7.27B
$470 ﹤0.01%
+2,000
New +$67.6K
CORZ icon
3664
CALL
Core Scientific
CORZ
$6.59B
$462 ﹤0.01%
+3,300
New +$37.6K
VST icon
3665
CALL
Vistra
VST
$53B
$450 ﹤0.01%
400
– –
INTC icon
3666
PUT
Intel
INTC
$462B
$420 ﹤0.01%
+100
New +$2.19K
NEXT icon
3667
CALL
NextDecade
NEXT
$1.7B
$400 ﹤0.01%
+8,000
New +$64.5K
GT icon
3668
CALL
Goodyear
GT
$2.04B
$385 ﹤0.01%
+100
New +$914
VIST icon
3669
PUT
Vista Energy
VIST
$7.42B
$380 ﹤0.01%
+400
New +$20.7K
BX icon
3670
CALL
Blackstone
BX
$106B
$366 ﹤0.01%
+400
New +$64.9K
BSX icon
3671
CALL
Boston Scientific
BSX
$67.6B
$360 ﹤0.01%
+100
New +$10.1K
S icon
3672
CALL
SentinelOne
S
$6.22B
$350 ﹤0.01%
500
-17,000
-97% -$369K
ACI icon
3673
CALL
Albertsons Companies
ACI
$5.57B
$340 ﹤0.01%
100
– –
EXE
3674
CALL
Expand Energy Corp
EXE
$21.7B
$330 ﹤0.01%
+100
New +$10.4K
XBI icon
3675
CALL
State Street SPDR S&P Biotech ETF
XBI
$10.2B
$328 ﹤0.01%
100
-100
-50% -$8.94K
145 146
147
148 149

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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.