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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
IBRX icon
3776
ImmunityBio
IBRX
$7.44B
– –
-10,302
Closed -$55K
INO icon
3777
Inovio Pharmaceuticals
INO
$79.8M
– –
-29,918
Closed -$413K
JACK icon
3778
Jack in the Box
JACK
$278M
– –
-5,717
Closed -$392K
JNJ icon
3779
PUT
Johnson & Johnson
JNJ
$635B
– –
-100
Closed -$177
JNUG icon
3780
Direxion Daily Junior Gold Miners Index Bull 2X ETF
JNUG
$351M
– –
-19,456
Closed -$649K
JOBY icon
3781
CALL
Joby Aviation
JOBY
$6.82B
– –
-100
Closed -$1
JPXN
3782
iShares JPX-Nikkei 400 ETF
JPXN
$132M
– –
-13,350
Closed -$999K
JRI icon
3783
Nuveen Real Asset Income & Growth Fund
JRI
$358M
– –
-10,604
Closed -$125K
KBWP icon
3784
Invesco KBW Property & Casualty Insurance ETF
KBWP
$269M
– –
-21,346
Closed -$2.3M
NXDR
3785
Nextdoor Holdings
NXDR
$835M
– –
-69,174
Closed -$156K
KMI icon
3786
PUT
Kinder Morgan
KMI
$73.1B
– –
-2,000
Closed -$120
KNX icon
3787
Knight Transportation
KNX
$11.8B
– –
-5,218
Closed -$287K
LAKE icon
3788
Lakeland Industries
LAKE
$106M
– –
-55,089
Closed -$1.01M
LFMD icon
3789
PUT
LifeMD
LFMD
$179M
– –
-1,000
Closed -$576
LFST icon
3790
Lifestance Health
LFST
$4.16B
– –
-16,156
Closed -$100K
LHX icon
3791
PUT
L3Harris
LHX
$55.9B
– –
-2,000
Closed -$5.5K
LLYVK icon
3792
Liberty Live Group Series C
LLYVK
$9.11B
– –
-4,830
Closed -$212K
LNTH icon
3793
Lantheus
LNTH
$6.82B
– –
-4,158
Closed -$252K
LPG icon
3794
Dorian LPG
LPG
$1.94B
– –
-15,167
Closed -$584K
LYB icon
3795
CALL
LyondellBasell Industries
LYB
$19.5B
– –
-33,100
Closed -$19.9K
MAR icon
3796
CALL
Marriott International
MAR
$98.7B
– –
-100
Closed -$1.33K
MARA icon
3797
CALL
Marathon Digital Holdings
MARA
$4.62B
– –
-100
Closed -$554
MDB icon
3798
PUT
MongoDB
MDB
$24B
– –
-600
Closed -$104
MDGL icon
3799
CALL
Madrigal Pharmaceuticals
MDGL
$12.6B
– –
-300
Closed -$41.7K
MEDP icon
3800
CALL
Medpace
MEDP
$16.8B
– –
-100
Closed -$855
150 151
152
153 154

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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.