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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
SPSM icon
376
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$16.9B
$36.8M 0.05%
901,646
-74,587
-8% -$3.29M
HLT icon
377
Hilton Worldwide
HLT
$74B
$36.7M 0.05%
161,214
-9,248
-5% -$2.3M
ANET icon
378
Arista Networks
ANET
$219B
$36.7M 0.05%
473,305
-44,703
-9% -$4.53M
IEF icon
379
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$36.6M 0.05%
383,373
-10,075
-3% -$943K
SGOV icon
380
iShares 0-3 Month Treasury Bond ETF
SGOV
$98.6B
$36.5M 0.05%
362,103
+49,228
+16% +$4.95M
DISV icon
381
Dimensional International Small Cap Value ETF
DISV
$4.85B
$36M 0.05%
1,237,300
+29,955
+2% +$844K
XLU icon
382
State Street Utilities Select Sector SPDR ETF
XLU
$24.1B
$36M 0.05%
912,198
+375,532
+70% +$14.7M
COR icon
383
Cencora
COR
$60.3B
$35.5M 0.05%
127,697
-2,097
-2% -$527K
INTU icon
384
Intuit
INTU
$81.1B
$35.5M 0.05%
57,830
-4,489
-7% -$2.7M
JPST icon
385
JPMorgan Ultra-Short Income ETF
JPST
$40B
$35.4M 0.05%
699,097
+451,237
+182% +$22.8M
JD icon
386
JD.com
JD
$40.8B
$35.2M 0.05%
856,927
+83,023
+11% +$3.33M
BKNG icon
387
Booking.com
BKNG
$138B
$35.2M 0.05%
191,125
-53,700
-22% -$10.3M
LMBS icon
388
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.32B
$34.7M 0.05%
706,227
+340,107
+93% +$16.6M
IBDT icon
389
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.04B
$34.4M 0.05%
1,363,195
+53,603
+4% +$1.34M
MINT icon
390
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17B
$33.9M 0.05%
337,380
+25,480
+8% +$2.56M
KMI icon
391
Kinder Morgan
KMI
$73.1B
$33.9M 0.05%
1,188,940
+42,439
+4% +$1.18M
BAB icon
392
Invesco Taxable Municipal Bond ETF
BAB
$1.02B
$33.9M 0.05%
1,270,735
+106,775
+9% +$2.83M
IBDS icon
393
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.83B
$33.9M 0.05%
+1,400,628
New +$33.7M
USB icon
394
US Bancorp
USB
$99.6B
$33.6M 0.05%
796,551
-8,966
-1% -$414K
IBDU icon
395
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$4.01B
$33.6M 0.05%
1,452,451
+57,031
+4% +$1.31M
LQD icon
396
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.7B
$33.6M 0.05%
308,779
+20,968
+7% +$2.26M
PWR icon
397
Quanta Services
PWR
$93.9B
$33.4M 0.05%
131,277
+20,994
+19% +$6.07M
EMB icon
398
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$33.1M 0.05%
365,815
+58,934
+19% +$5.34M
AXON
399
Axon Enterprise
AXON
$40.5B
$32.9M 0.04%
62,636
-4,615
-7% -$2.7M
MPLX icon
400
MPLX
MPLX
$59.5B
$32.9M 0.04%
614,791
+21,225
+4% +$1.11M
14 15
16
17 18

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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.