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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
+0.88%
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
Cap. Flow
+$6.15B
Cap. Flow %
8.41%
Top 10 Hldgs %
19.29%
Holding
4,120
New
390
Increased
1,802
Reduced
1,391
Closed
320

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$2.14B
2
SN icon
SharkNinja
SN
+$220M
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$145M
4
AAPL icon
Apple
AAPL
+$101M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$88.7M

Top Sells

Rank Stock Value
1
TTGT icon
TechTarget
TTGT
+$32.9M
2
VTI icon
Vanguard Total Stock Market ETF
VTI
+$29.7M
3
LYB icon
LyondellBasell Industries
LYB
+$25.1M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$24.7M
5
ARE icon
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
BGFV
3701
DELISTED
Big 5 Sporting Goods
BGFV
$662 ﹤0.01%
370
– –
SKX
3702
CALL
DELISTED
Skechers
SKX
$640 ﹤0.01%
200
-100
-33% -$6.49K
VRTX icon
3703
PUT
Vertex Pharmaceuticals
VRTX
$121B
$635 ﹤0.01%
+100
New +$46.4K
NDAQ icon
3704
CALL
Nasdaq
NDAQ
$51.5B
$628 ﹤0.01%
100
-100
-50% -$7.73K
SMCI icon
3705
PUT
Super Micro Computer
SMCI
$19.5B
$608 ﹤0.01%
+200
New +$7.27K
CLOV icon
3706
CALL
Clover Health Investments
CLOV
$2.28B
$600 ﹤0.01%
+10,000
New +$35.7K
MRNA icon
3707
CALL
Moderna
MRNA
$21.5B
$595 ﹤0.01%
+200
New +$9.56K
UDR icon
3708
CALL
UDR
UDR
$12.9B
$591 ﹤0.01%
100
– –
RMD icon
3709
CALL
ResMed
RMD
$28.3B
$585 ﹤0.01%
100
– –
ETN icon
3710
CALL
Eaton
ETN
$157B
$580 ﹤0.01%
600
-2,400
-80% -$842K
DIA icon
3711
PUT
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.3B
$563 ﹤0.01%
100
-4,900
-98% -$2.12M
RIG icon
3712
CALL
Transocean
RIG
$5.92B
$555 ﹤0.01%
200
-5,400
-96% -$22.4K
XLF icon
3713
CALL
State Street Financial Select Sector SPDR ETF
XLF
$56.1B
$540 ﹤0.01%
+9,000
New +$435K
KBH icon
3714
PUT
KB Home
KBH
$3.48B
$520 ﹤0.01%
+100
New +$7.78K
BUD icon
3715
CALL
AB InBev
BUD
$158B
$510 ﹤0.01%
+600
New +$34.7K
UBER icon
3716
PUT
Uber
UBER
$134B
$490 ﹤0.01%
500
– –
TJX icon
3717
PUT
TJX Companies
TJX
$170B
$477 ﹤0.01%
2,400
+700
+41% +$83.6K
BOTZ icon
3718
CALL
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.15B
$465 ﹤0.01%
100
– –
BOX icon
3719
CALL
Box
BOX
$4.02B
$450 ﹤0.01%
15,000
– –
KIE icon
3720
CALL
State Street SPDR S&P Insurance ETF
KIE
$619M
$450 ﹤0.01%
+100
New +$5.82K
ADSK icon
3721
CALL
Autodesk
ADSK
$44.3B
$443 ﹤0.01%
+300
New +$88.6K
LOW icon
3722
PUT
Lowe's Companies
LOW
$116B
$443 ﹤0.01%
+100
New +$26.7K
CZR icon
3723
CALL
Caesars Entertainment
CZR
$6.1B
$433 ﹤0.01%
100
– –
RBLX icon
3724
CALL
Roblox
RBLX
$34B
$429 ﹤0.01%
2,600
+600
+30% +$30.2K
BE icon
3725
CALL
Bloom Energy
BE
$52.6B
$428 ﹤0.01%
+5,500
New +$96.4K
147 148
149
150 151

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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.