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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 | |
|---|---|---|---|---|---|---|
351
Intercontinental Exchange
ICE
$82.4B
| $39.8M | 0.05% |
230,649
-21,642
| -9% | -$3.55M |
|
352
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
| $39.6M | 0.05% |
517,577
+76,733
| +17% | +$5.79M |
|
353
Dimensional California Municipal Bond ETF
DFCA
$698M
| $39.5M | 0.05% |
796,644
+188,194
| +31% | +$9.41M |
|
354
Starwood Property Trust
STWD
$6.12B
| $39.4M | 0.05% |
1,993,652
+193,417
| +11% | +$3.8M |
|
355
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.26B
| $39.3M | 0.05% |
827,593
+61,249
| +8% | +$2.89M |
|
356
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.2B
| $39.3M | 0.05% |
356,737
-9,168
| -3% | -$1.06M |
|
357
Cigna
CI
$76.6B
| $39.1M | 0.05% |
118,973
+37,601
| +46% | +$11.3M |
|
358
iShares MSCI Japan ETF
EWJ
$21.7B
| $39M | 0.05% |
569,574
-15,639
| -3% | -$1.08M |
|
359
Houlihan Lokey
HLI
$9.68B
| $38.7M | 0.05% |
239,824
-4,733
| -2% | -$813K |
|
360
iShares ESG Aware MSCI USA ETF
ESGU
$17.6B
| $38.7M | 0.05% |
317,442
-6,860
| -2% | -$883K |
|
361
American Tower
AMT
$77.7B
| $38.5M | 0.05% |
177,025
+2,629
| +2% | +$516K |
|
362
Fidelity Enhanced Large Cap Core ETF
FELC
$7.83B
| $38.2M | 0.05% |
1,225,583
+1,198,975
| +4,506% | +$39.4M |
|
363
Freeport-McMoran
FCX
$90B
| $37.9M | 0.05% |
1,000,820
-562,384
| -36% | -$21.5M |
|
364
Advanced Micro Devices
AMD
$851B
| $37.9M | 0.05% |
368,755
-2,341
| -0.6% | -$260K |
|
365
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.4B
| $37.9M | 0.05% |
1,325,087
+37,516
| +3% | +$1.06M |
|
366
United Rentals
URI
$71.1B
| $37.8M | 0.05% |
60,282
-944
| -2% | -$649K |
|
367
Schwab Fundamental US Large Company Index ETF
FNDX
$26.4B
| $37.5M | 0.05% |
1,586,857
+47,310
| +3% | +$1.14M |
|
368
PayPal
PYPL
$49.5B
| $37.4M | 0.05% |
573,801
+89,077
| +18% | +$6.94M |
|
369
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$924M
| $37.4M | 0.05% |
861,980
+99,329
| +13% | +$4.29M |
|
370
Vanguard Russell 1000 Value ETF
VONV
$20.4B
| $37.3M | 0.05% |
452,054
+9,603
| +2% | +$803K |
|
371
Mettler-Toledo International
MTD
$26.8B
| $37.1M | 0.05% |
31,444
-2,571
| -8% | -$3.28M |
|
372
Cheniere Energy
LNG
$56.5B
| $37M | 0.05% |
159,909
+1,310
| +0.8% | +$295K |
|
373
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.23B
| $37M | 0.05% |
843,299
+24,180
| +3% | +$1.05M |
|
374
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$4.75B
| $36.9M | 0.05% |
791,125
+323,022
| +69% | +$15.8M |
|
375
Blackstone Secured Lending
BXSL
$5.41B
| $36.8M | 0.05% |
1,136,475
-65,235
| -5% | -$2.15M |
|
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.