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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
USRT icon
476
iShares Core US REIT ETF
USRT
$4.74B
$23.3M 0.03%
406,906
-2,598
-0.6% -$156K
VIGI icon
477
Vanguard International Dividend Appreciation ETF
VIGI
$8.89B
$23.3M 0.03%
290,910
+8,186
+3% +$687K
IQV icon
478
IQVIA
IQV
$34.7B
$23.2M 0.03%
118,168
-23,863
-17% -$5.03M
GPIX icon
479
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$4.75B
$23.1M 0.03%
468,103
+158,597
+51% +$7.88M
VRP icon
480
Invesco Variable Rate Preferred ETF
VRP
$2.99B
$23.1M 0.03%
953,200
+98,336
+12% +$2.4M
PCAR icon
481
PACCAR
PCAR
$69.6B
$23M 0.03%
221,513
-10,885
-5% -$1.19M
PAVE icon
482
Global X US Infrastructure Development ETF
PAVE
$14.3B
$23M 0.03%
568,946
-14,157
-2% -$607K
PRF icon
483
Invesco FTSE RAFI US 1000 ETF
PRF
$9.73B
$23M 0.03%
569,145
+72,446
+15% +$2.99M
LYV icon
484
Live Nation Entertainment
LYV
$41.2B
$22.9M 0.03%
177,088
-87
-0% -$11K
NVS icon
485
Novartis
NVS
$295B
$22.9M 0.03%
235,353
-55,507
-19% -$5.92M
MDYG icon
486
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.82B
$22.9M 0.03%
263,525
+7,673
+3% +$690K
KBWP icon
487
Invesco KBW Property & Casualty Insurance ETF
KBWP
$269M
$22.8M 0.03%
196,351
+2,560
+1% +$304K
EFG icon
488
iShares MSCI EAFE Growth ETF
EFG
$16.3B
$22.8M 0.03%
235,330
+1,348
+0.6% +$137K
DELL icon
489
Dell
DELL
$283B
$22.7M 0.03%
197,277
+38,684
+24% +$4.85M
VOT icon
490
Vanguard Mid-Cap Growth ETF
VOT
$19B
$22.6M 0.03%
88,939
-4,182
-4% -$1.08M
CI icon
491
Cigna
CI
$76.6B
$22.5M 0.03%
81,372
+10,093
+14% +$3.22M
KMB icon
492
Kimberly-Clark
KMB
$36.4B
$22.4M 0.03%
171,224
+29,612
+21% +$4.04M
PSEP icon
493
Innovator US Equity Power Buffer ETF September
PSEP
$842M
$22.4M 0.03%
573,613
-13,001
-2% -$507K
IWN icon
494
iShares Russell 2000 Value ETF
IWN
$14.4B
$22.3M 0.03%
135,546
+11,086
+9% +$1.89M
PDEC icon
495
Innovator US Equity Power Buffer ETF December
PDEC
$977M
$22.1M 0.03%
576,057
+54,664
+10% +$2.11M
EQT icon
496
EQT Corp
EQT
$33.2B
$22.1M 0.03%
479,232
+47,452
+11% +$1.96M
VSS icon
497
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.2B
$22.1M 0.03%
192,708
+308
+0.2% +$37K
TDG icon
498
TransDigm Group
TDG
$69.2B
$22M 0.03%
17,338
+2,122
+14% +$2.8M
PRN icon
499
Invesco Dorsey Wright Industrials Momentum ETF
PRN
$432M
$21.9M 0.03%
142,526
+16,663
+13% +$2.73M
SPAB icon
500
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.78B
$21.9M 0.03%
874,813
+440,089
+101% +$11.2M
18 19
20
21 22

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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.