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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
+0.88%
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
$73.1B
AUM Growth
+$3.13B
Cap. Flow
+$6.15B
Cap. Flow %
8.41%
Top 10 Hldgs %
19.29%
Holding
4,120
New
390
Increased
1,802
Reduced
1,391
Closed
320

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$2.14B
2
SN icon
SharkNinja
SN
+$220M
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$145M
4
AAPL icon
Apple
AAPL
+$101M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$88.7M

Top Sells

Rank Stock Value
1
TTGT icon
TechTarget
TTGT
+$32.9M
2
VTI icon
Vanguard Total Stock Market ETF
VTI
+$29.7M
3
LYB icon
LyondellBasell Industries
LYB
+$25.1M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$24.7M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$24.5M

Sector Composition

Rank Sector Weight
1 Technology 14.15%
2 Financials 10.6%
3 Consumer Discretionary 6.93%
4 Healthcare 5.42%
5 Industrials 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VMC icon
4051
CALL
Vulcan Materials
VMC
$36.3B
– –
-5,000
Closed -$35.5K
VMO icon
4052
Invesco Municipal Opportunity Trust
VMO
$647M
– –
-48,162
Closed -$496K
VNOM icon
4053
Viper Energy
VNOM
$8.81B
– –
-5,519
Closed -$247K
VOO icon
4054
PUT
Vanguard S&P 500 ETF
VOO
$968B
– –
-40,000
Closed -$14.6K
VRNA
4055
CALL
DELISTED
Verona Pharma
VRNA
– –
-200
Closed -$800
WAFD icon
4056
WaFd
WAFD
$2.72B
– –
-6,777
Closed -$237K
WEAT icon
4057
CALL
Teucrium Wheat Fund
WEAT
$314M
– –
-600
Closed -$375
WEAT icon
4058
Teucrium Wheat Fund
WEAT
$314M
– –
-3,435
Closed -$91K
WING icon
4059
PUT
Wingstop
WING
$3.68B
– –
-100
Closed -$1.18K
WLY icon
4060
John Wiley & Sons Class A
WLY
$2.52B
– –
-4,662
Closed -$224K
WNC icon
4061
Wabash National
WNC
$543M
– –
-10,118
Closed -$192K
WOLF icon
4062
Wolfspeed
WOLF
$1.2B
– –
-12,881
Closed -$122K
WRLD icon
4063
World Acceptance Corp
WRLD
$950M
– –
-1,791
Closed -$211K
WTI icon
4064
W&T Offshore
WTI
$545M
– –
-33,420
Closed -$72K
XLF icon
4065
PUT
State Street Financial Select Sector SPDR ETF
XLF
$55.6B
– –
-36,900
Closed -$36.9K
XSVN icon
4066
BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
XSVN
$375M
– –
-45,346
Closed -$2.22M
XTN icon
4067
State Street SPDR S&P Transportation ETF
XTN
$403M
– –
-2,490
Closed -$203K
YUMC icon
4068
PUT
Yum China
YUMC
$14.9B
– –
-5,000
Closed -$7K
ZEUS
4069
DELISTED
Olympic Steel
ZEUS
– –
-5,245
Closed -$202K
ZTEK
4070
Zentek
ZTEK
$67.3M
– –
-10,500
Closed -$7K
ATCH icon
4071
AtlasClear
ATCH
$26.5M
– –
-2,482
Closed -$30K
ULTY icon
4072
YieldMax Ultra Option Income Strategy ETF
ULTY
$800M
– –
-2,001
Closed -$212K
QDTE icon
4073
Roundhill N-100 0DTE Covered Call Strategy ETF
QDTE
$886M
– –
-10,608
Closed -$453K
PACS icon
4074
PACS Group
PACS
$7.42B
– –
-57,569
Closed -$2.3M
LOAR icon
4075
Loar Holdings
LOAR
$6.64B
– –
-3,956
Closed -$290K
161 162
163
164 165

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HighTower Advisors's Q4 2024 Portfolio in Review

As of Q4 2024, HighTower Advisors held 4,120 positions worth $73.1B, up 4.5% from $70B the previous quarter. Its ten largest holdings account for 19% of the portfolio.

HighTower Advisors deployed $6.15B of net new capital in Q4 2024, opening 390 new positions and adding to 1,802 existing holdings. Its largest new stake was Microsoft: 5,023,862 shares worth $2.12B.

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

On the sell side, the largest reduction was TechTarget, an estimated $32.9M trimmed.

  • HighTower Advisors's largest Q4 2024 buy was Microsoft: 5,023,862 shares worth $2.12B.
  • HighTower Advisors added most to SharkNinja in Q4 2024, an estimated $220M increase.
  • HighTower Advisors's biggest Q4 2024 reduction was TechTarget, cutting an estimated $32.9M.
  • HighTower Advisors fully exited Marathon Oil Corporation in Q4 2024, selling an estimated $12.6M.
  • HighTower Advisors's ten largest holdings make up 19% of its $73.1B portfolio in Q4 2024.
  • HighTower Advisors opened 390 new positions and closed 320 in Q4 2024.
  • HighTower Advisors's portfolio value rose 4.5% quarter-over-quarter to $73.1B.

Based on HighTower Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.