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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
RBLX icon
3976
PUT
Roblox
RBLX
$34B
– –
-100
Closed -$109
RDFN
3977
DELISTED
Redfin
RDFN
– –
-240,273
Closed -$1.89M
RDN icon
3978
Radian Group
RDN
$5.14B
– –
-8,824
Closed -$280K
REVG
3979
DELISTED
REV Group
REVG
– –
-23,953
Closed -$763K
RH icon
3980
CALL
RH
RH
$3.3B
– –
-11,000
Closed -$148K
RIG icon
3981
CALL
Transocean
RIG
$5.92B
– –
-200
Closed -$555
RIVN icon
3982
CALL
Rivian
RIVN
$22.9B
– –
-3,000
Closed -$4.47K
RIVN icon
3983
PUT
Rivian
RIVN
$22.9B
– –
-1,200
Closed -$3.55K
RKLB icon
3984
CALL
Rocket Lab Corp
RKLB
$39.9B
– –
-200
Closed -$293
RMD icon
3985
CALL
ResMed
RMD
$28.3B
– –
-100
Closed -$585
RMT
3986
Royce Micro-Cap Trust
RMT
$736M
– –
-39,663
Closed -$387K
ROKU icon
3987
CALL
Roku
ROKU
$21.1B
– –
-60,000
Closed -$30K
RRC icon
3988
CALL
Range Resources
RRC
$9.11B
– –
-50,000
Closed -$55K
RSI icon
3989
Rush Street Interactive
RSI
$3.24B
– –
-33,099
Closed -$454K
RSP icon
3990
CALL
Invesco S&P 500 Equal Weight ETF
RSP
$96.1B
– –
-200
Closed -$82
RTX icon
3991
PUT
RTX Corp
RTX
$287B
– –
-289,900
Closed -$151K
RUM icon
3992
RUM Group Inc
RUM
$1.57B
– –
-11,963
Closed -$156K
RXST icon
3993
RxSight
RXST
$215M
– –
-8,324
Closed -$286K
SA
3994
Seabridge Gold
SA
$2.8B
– –
-10,350
Closed -$118K
SCMB icon
3995
Schwab Municipal Bond ETF
SCMB
$3.96B
– –
-8,009
Closed -$206K
SDS icon
3996
ProShares UltraShort S&P500
SDS
$406M
– –
-2,403
Closed -$236K
SEMI icon
3997
Columbia Seligman Semiconductor and Technology ETF
SEMI
$36.8M
– –
-11,500
Closed -$295K
SFL icon
3998
SFL Corp
SFL
$1.59B
– –
-11,057
Closed -$113K
SII
3999
Sprott
SII
$2.65B
– –
-5,415
Closed -$228K
SJM icon
4000
PUT
J.M. Smucker
SJM
$12.6B
– –
-100
Closed -$35
158 159
160
161 162

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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.