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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
+7.52%
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
$70B
AUM Growth
+$5.31B
Cap. Flow
-$1.28B
Cap. Flow %
-1.83%
Top 10 Hldgs %
18.76%
Holding
4,050
New
386
Increased
1,661
Reduced
1,461
Closed
319

Top Buys

Rank Stock Value
1
MS icon
Morgan Stanley
MS
+$57.4M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$37.6M
3
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$35.9M
4
TFC icon
Truist Financial
TFC
+$34.1M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$33.9M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$2.08B
2
AAPL icon
Apple
AAPL
+$70.3M
3
BLK icon
Blackrock
BLK
+$65.2M
4
LRCX icon
Lam Research
LRCX
+$62.8M
5
SN icon
SharkNinja
SN
+$41.1M

Sector Composition

Rank Sector Weight
1 Technology 13.57%
2 Financials 9.89%
3 Consumer Discretionary 6.39%
4 Healthcare 6.15%
5 Industrials 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HAL icon
3826
CALL
Halliburton
HAL
$27.9B
– –
-2,200
Closed -$49
HAL icon
3827
PUT
Halliburton
HAL
$27.9B
– –
-400
Closed -$140
HARD icon
3828
Simplify Commodities Strategy No K-1 ETF
HARD
$83.8M
– –
-98,898
Closed -$2.38M
HBI
3829
CALL
DELISTED
Hanesbrands
HBI
– –
-1,000
Closed -$175
HBT icon
3830
HBT Financial
HBT
$1.21B
– –
-14,654
Closed -$299K
HEES
3831
DELISTED
H&E Equipment Services
HEES
– –
-43,569
Closed -$1.93M
HOLO icon
3832
MicroCloud Hologram
HOLO
$35.1M
– –
-13
Closed -$8K
HPE icon
3833
CALL
Hewlett Packard
HPE
$63.2B
– –
-100
Closed -$249
HSCZ icon
3834
iShares Currency Hedged MSCI EAFE Small-Cap ETF
HSCZ
$227M
– –
-239,421
Closed -$7.65M
HWM icon
3835
CALL
Howmet Aerospace
HWM
$116B
– –
-200
Closed -$25
HYLS icon
3836
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.61B
– –
-4,892
Closed -$200K
IBKR icon
3837
CALL
Interactive Brokers
IBKR
$40.9B
– –
-4,000
Closed -$2.25K
IMO icon
3838
Imperial Oil
IMO
$62.1B
– –
-2,980
Closed -$203K
INDI icon
3839
indie Semiconductor
INDI
$733M
– –
-19,630
Closed -$119K
INTC icon
3840
PUT
Intel
INTC
$466B
– –
-3,100
Closed -$12.4K
IRDM icon
3841
CALL
Iridium Communications
IRDM
$4.85B
– –
-3,000
Closed -$502
JPM icon
3842
CALL
JPMorgan Chase
JPM
$939B
– –
-200
Closed -$628
JPM icon
3843
PUT
JPMorgan Chase
JPM
$939B
– –
-40,300
Closed -$128K
JQC icon
3844
Nuveen Credit Strategies Income Fund
JQC
$702M
– –
-11,610
Closed -$63K
KEYS icon
3845
PUT
Keysight
KEYS
$54.5B
– –
-100
Closed -$150
KGC icon
3846
Kinross Gold
KGC
$28.5B
– –
-11,064
Closed -$91K
KIE icon
3847
State Street SPDR S&P Insurance ETF
KIE
$619M
– –
-4,640
Closed -$231K
KKR icon
3848
CALL
KKR & Co
KKR
$89.2B
– –
-600
Closed -$99
KRE icon
3849
CALL
State Street SPDR S&P Regional Banking ETF
KRE
$4.86B
– –
-9,200
Closed -$12.1K
KRE icon
3850
PUT
State Street SPDR S&P Regional Banking ETF
KRE
$4.86B
– –
-41,000
Closed -$14.6K
152 153
154
155 156

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HighTower Advisors's Q3 2024 Portfolio in Review

As of Q3 2024, HighTower Advisors held 4,050 positions worth $70B, up 8.2% from $64.7B the previous quarter. Its ten largest holdings account for 19% of the portfolio.

HighTower Advisors's Q3 2024 filing shows 386 new, 1,661 increased, 1,461 reduced and 319 closed positions. Its largest new stake was Invesco KBW Property & Casualty Insurance ETF: 193,791 shares worth $22.4M. The largest sale was Microsoft, an estimated $2.08B.

By sector, the portfolio is most concentrated in Technology at 14% of assets, down from 14% a quarter earlier, followed by Financials and Consumer Discretionary.

  • HighTower Advisors's largest Q3 2024 buy was Invesco KBW Property & Casualty Insurance ETF: 193,791 shares worth $22.4M.
  • HighTower Advisors added most to Morgan Stanley in Q3 2024, an estimated $57.4M increase.
  • HighTower Advisors's biggest Q3 2024 reduction was Apple, cutting an estimated $70.3M.
  • HighTower Advisors fully exited Microsoft in Q3 2024, selling an estimated $2.08B.
  • HighTower Advisors's ten largest holdings make up 19% of its $70B portfolio in Q3 2024.
  • HighTower Advisors opened 386 new positions and closed 319 in Q3 2024.
  • HighTower Advisors's portfolio value rose 8.2% quarter-over-quarter to $70B.

Based on HighTower Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.