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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
BGFV
3751
DELISTED
Big 5 Sporting Goods
BGFV
– –
-370
Closed -$662
BHVN icon
3752
Biohaven
BHVN
$2.19B
– –
-5,870
Closed -$219K
BILL icon
3753
CALL
BILL Holdings
BILL
$4.51B
– –
-800
Closed -$320
BIRK icon
3754
Birkenstock
BIRK
$7.68B
– –
-29,785
Closed -$1.69M
BITX icon
3755
2x Bitcoin ETF
BITX
$939M
– –
-79,662
Closed -$4.12M
BKE icon
3756
Buckle
BKE
$2.23B
– –
-4,888
Closed -$248K
BMY icon
3757
CALL
Bristol-Myers Squibb
BMY
$129B
– –
-1,600
Closed -$16
BOOT icon
3758
Boot Barn
BOOT
$4.67B
– –
-1,691
Closed -$257K
BOX icon
3759
CALL
Box
BOX
$4.13B
– –
-15,000
Closed -$450
BRW
3760
Saba Capital Income & Opportunities Fund
BRW
$334M
– –
-43,877
Closed -$334K
BUD icon
3761
CALL
AB InBev
BUD
$155B
– –
-600
Closed -$510
BXC icon
3762
BlueLinx
BXC
$450M
– –
-10,328
Closed -$1.06M
BYD icon
3763
CALL
Boyd Gaming
BYD
$6.58B
– –
-60,000
Closed -$30K
BYND icon
3764
CALL
Beyond Meat
BYND
$292M
– –
-5,400
Closed -$1.89K
BYND icon
3765
Beyond Meat
BYND
$292M
– –
-10,786
Closed -$40.6K
BYRN icon
3766
Byrna Technologies
BYRN
$87.8M
– –
-43,337
Closed -$1.25M
CAF
3767
Morgan Stanley China A Share Fund
CAF
$341M
– –
-10,375
Closed -$129K
CAH icon
3768
CALL
Cardinal Health
CAH
$53.5B
– –
-100
Closed -$765
CAVA icon
3769
CALL
CAVA Group
CAVA
$7.22B
– –
-100
Closed -$228
CB icon
3770
CALL
Chubb
CB
$140B
– –
-600
Closed -$810
CB icon
3771
PUT
Chubb
CB
$140B
– –
-4,000
Closed -$1.2K
CBRL icon
3772
Cracker Barrel
CBRL
$1.15B
– –
-4,365
Closed -$231K
CC icon
3773
Chemours
CC
$2.57B
– –
-12,236
Closed -$207K
CDE icon
3774
CALL
Coeur Mining
CDE
$15.7B
– –
-5,000
Closed -$101
CECO icon
3775
Ceco Environmental
CECO
$4.36B
– –
-7,799
Closed -$236K
149 150
151
152 153

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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.