We are live on
!
Find out more
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
(+0.76%)
Cap. Flow
+$1.6B
Cap. Flow
% of AUM
2.16%
Top 10 Holdings %
Top 10 Hldgs %
18.47%
Holding
4,123
New
342
Increased
1,586
Reduced
1,609
Closed
399
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$147M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$144M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$86.4M |
| 4 |
Vanguard Value ETF
VTV
|
+$82.3M |
| 5 |
LyondellBasell Industries
LYB
|
+$76.8M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$90M |
| 2 |
ExxonMobil
XOM
|
+$78M |
| 3 |
Amazon
AMZN
|
+$73.8M |
| 4 |
IBM
IBM
|
+$55.8M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
426
Vanguard Industrials ETF
VIS
$8.23B
| $29.5M | 0.04% |
119,114
+9,212
| +8% | +$2.38M |
|
|
SCHW
427
Charles Schwab
SCHW
$177B
| $29.4M | 0.04% |
376,081
-24,632
| -6% | -$1.93M |
|
428
Chipotle Mexican Grill
CMG
$40.8B
| $29.1M | 0.04% |
579,254
+81,293
| +16% | +$4.42M |
|
429
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.02B
| $29.1M | 0.04% |
350,027
+234,403
| +203% | +$20.9M |
|
430
Broadridge
BR
$17.2B
| $29M | 0.04% |
119,584
-2,158
| -2% | -$508K |
|
431
Global X US Infrastructure Development ETF
PAVE
$14.3B
| $29M | 0.04% |
768,330
+199,384
| +35% | +$8.08M |
|
432
D.R. Horton
DHI
$41B
| $28.9M | 0.04% |
227,664
+22,329
| +11% | +$2.99M |
|
433
iShares Core MSCI International Developed Markets ETF
IDEV
$31B
| $28.9M | 0.04% |
419,395
+24,206
| +6% | +$1.65M |
|
434
iShares Russell Top 200 Growth ETF
IWY
$16B
| $28.8M | 0.04% |
136,644
-41,900
| -23% | -$9.64M |
|
435
Invesco NASDAQ Internet ETF
PNQI
$501M
| $28.7M | 0.04% |
650,661
+66,863
| +11% | +$3.19M |
|
436
iShares Semiconductor ETF
SOXX
$44.2B
| $28.5M | 0.04% |
151,681
+1,461
| +1% | +$312K |
|
437
iShares Global REIT ETF
REET
$5.12B
| $28.5M | 0.04% |
1,175,447
-114,591
| -9% | -$2.79M |
|
438
Vanguard Energy ETF
VDE
$10.1B
| $28.5M | 0.04% |
219,815
+14,630
| +7% | +$1.85M |
|
439
Vanguard Russell 1000 ETF
VONE
$8.19B
| $28.3M | 0.04% |
111,552
+2,215
| +2% | +$593K |
|
440
iShares Preferred and Income Securities ETF
PFF
$13.2B
| $28.1M | 0.04% |
913,951
-20,788
| -2% | -$655K |
|
441
iShares Russell Mid-Cap Value ETF
IWS
$15.7B
| $28M | 0.04% |
222,485
+58,787
| +36% | +$7.65M |
|
442
Dominion Energy
D
$62.5B
| $28M | 0.04% |
499,521
+47,302
| +10% | +$2.6M |
|
443
iShares Russell Mid-Cap Growth ETF
IWP
$20B
| $27.9M | 0.04% |
237,394
-6,670
| -3% | -$857K |
|
444
VanEck Long Muni ETF
MLN
$683M
| $27.8M | 0.04% |
1,600,503
+70,824
| +5% | +$1.25M |
|
445
Invesco Leisure and Entertainment ETF
PEJ
$252M
| $27.7M | 0.04% |
569,642
+556,501
| +4,235% | +$29.5M |
|
446
Kimberly-Clark
KMB
$36.4B
| $27.7M | 0.04% |
194,743
+23,519
| +14% | +$3.17M |
|
447
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.7B
| $27.6M | 0.04% |
571,754
+35,928
| +7% | +$1.76M |
|
448
Franklin International Low Volatility High Dividend Index ETF
LVHI
$5.3B
| $27.6M | 0.04% |
852,607
+34,573
| +4% | +$1.1M |
|
449
Enbridge
ENB
$124B
| $27.6M | 0.04% |
622,414
-8,211
| -1% | -$357K |
|
450
Vanguard Mid-Cap Growth ETF
VOT
$19B
| $27.5M | 0.04% |
112,614
+23,675
| +27% | +$6.16M |
|
Similar funds
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.