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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
CF icon
3701
CALL
CF Industries
CF
$19.2B
– –
-35,000
Closed -$46.4K
CHWY icon
3702
PUT
Chewy
CHWY
$8.54B
– –
-100
Closed -$218
CIFR icon
3703
CALL
Cipher Digital
CIFR
$9.47B
– –
-20,000
Closed -$15K
CIFR icon
3704
Cipher Digital
CIFR
$9.47B
– –
-2,853
Closed -$15K
CIM
3705
Chimera Investment
CIM
$1.05B
– –
-5,802
Closed -$80K
CLF icon
3706
CALL
Cleveland-Cliffs
CLF
$6.81B
– –
-100
Closed -$709
CODI icon
3707
Compass Diversified
CODI
$755M
– –
-11,715
Closed -$282K
COIN icon
3708
PUT
Coinbase
COIN
$41.7B
– –
-500
Closed -$727
COLB icon
3709
Columbia Banking Systems
COLB
$8.81B
– –
-13,249
Closed -$250K
CPRI icon
3710
CALL
Capri Holdings
CPRI
$1.77B
– –
-1,000
Closed -$1.7K
CRBG icon
3711
Corebridge Financial
CRBG
$14.1B
– –
-9,654
Closed -$274K
CRWD icon
3712
PUT
CrowdStrike
CRWD
$187B
– –
-4,800
Closed -$7.67K
CVNA icon
3713
CALL
Carvana
CVNA
$43.3B
– –
-175,000
Closed -$86.5K
CVNA icon
3714
PUT
Carvana
CVNA
$43.3B
– –
-125,000
Closed -$9.14K
CWEB icon
3715
Direxion Daily CSI China Internet Index Bull 2X ETF
CWEB
$218M
– –
-6,950
Closed -$208K
CXM icon
3716
Sprinklr
CXM
$1.33B
– –
-36,464
Closed -$447K
DARE icon
3717
Dare Bioscience
DARE
$19.2M
– –
-900
Closed -$5K
DEO icon
3718
CALL
Diageo
DEO
$46.2B
– –
-1,300
Closed -$653
DFH icon
3719
Dream Finders Homes
DFH
$1.46B
– –
-4,677
Closed -$203K
DHI icon
3720
CALL
D.R. Horton
DHI
$41B
– –
-100
Closed -$4.75K
DHF
3721
BNY Mellon High Yield Strategies Fund
DHF
$171M
– –
-80,570
Closed -$185K
DIS icon
3722
CALL
Walt Disney
DIS
$165B
– –
-71,100
Closed -$336K
DJD icon
3723
Invesco Dow Jones Industrial Average Dividend ETF
DJD
$476M
– –
-4,603
Closed -$219K
DKNG icon
3724
PUT
DraftKings
DKNG
$11.4B
– –
-1,800
Closed -$2.16K
DLO icon
3725
dLocal
DLO
$4.26B
– –
-40,132
Closed -$586K
147 148
149
150 151

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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.