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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
VIG icon
26
Vanguard Dividend Appreciation ETF
VIG
$111B
$426M 0.58%
2,197,819
+3,771
+0.2% +$750K
LLY icon
27
Eli Lilly
LLY
$1.07T
$424M 0.58%
513,445
+43,078
+9% +$35.8M
IWF icon
28
iShares Russell 1000 Growth ETF
IWF
$122B
$421M 0.57%
4,668,588
-12,032
-0.3% -$1.19M
PEP icon
29
PepsiCo
PEP
$186B
$409M 0.56%
2,728,649
+222,375
+9% +$33.1M
AVGO icon
30
Broadcom
AVGO
$1.82T
$400M 0.54%
2,389,873
-78,888
-3% -$16.7M
COST icon
31
Costco
COST
$415B
$394M 0.53%
416,592
-32,307
-7% -$31.5M
CVX icon
32
Chevron
CVX
$388B
$387M 0.53%
2,313,831
+53,241
+2% +$8.33M
MCD icon
33
McDonald's
MCD
$188B
$387M 0.52%
1,237,837
+33,031
+3% +$9.88M
IEFA icon
34
iShares Core MSCI EAFE ETF
IEFA
$186B
$367M 0.5%
4,849,705
+193,677
+4% +$14.5M
HD icon
35
Home Depot
HD
$332B
$361M 0.49%
984,478
-34,726
-3% -$13.5M
META icon
36
Meta Platforms (Facebook)
META
$1.51T
$356M 0.48%
617,276
-5,088
-0.8% -$3.28M
GOOG icon
37
Alphabet (Google) Class C
GOOG
$3.9T
$339M 0.46%
2,171,016
-92,268
-4% -$16.9M
IBM icon
38
IBM
IBM
$202B
$336M 0.46%
1,351,933
-228,131
-14% -$55.8M
CSCO icon
39
Cisco
CSCO
$450B
$335M 0.46%
5,436,337
+806,601
+17% +$49.7M
MRK icon
40
Merck
MRK
$324B
$332M 0.45%
3,698,960
+547,085
+17% +$51.1M
ABBV icon
41
AbbVie
ABBV
$458B
$331M 0.45%
1,580,357
+6,528
+0.4% +$1.27M
IJR icon
42
iShares Core S&P Small-Cap ETF
IJR
$109B
$314M 0.43%
3,006,333
-122,562
-4% -$13.8M
SCHX icon
43
Schwab US Large- Cap ETF
SCHX
$70.9B
$309M 0.42%
14,010,112
+2,973,990
+27% +$69.2M
MA icon
44
Mastercard
MA
$477B
$302M 0.41%
551,753
-20,262
-4% -$11M
SIXA icon
45
ETC 6 Meridian Mega Cap Equity ETF
SIXA
$504M
$302M 0.41%
6,484,121
+297,748
+5% +$13.7M
UNH icon
46
UnitedHealth
UNH
$382B
$301M 0.41%
573,786
+15,854
+3% +$8.1M
RTX icon
47
RTX Corp
RTX
$287B
$301M 0.41%
2,268,666
+13,179
+0.6% +$1.67M
VZ icon
48
Verizon
VZ
$194B
$281M 0.38%
6,187,043
+291,543
+5% +$12.1M
BND icon
49
Vanguard Total Bond Market
BND
$157B
$274M 0.37%
3,737,002
+101,846
+3% +$7.39M
SCHE icon
50
Schwab Emerging Markets Equity ETF
SCHE
$12.3B
$272M 0.37%
9,855,049
+1,487,984
+18% +$40.7M
1
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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.