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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
ABNB icon
501
Airbnb
ABNB
$83.7B
$22.5M 0.03%
188,127
+1,687
+0.9% +$226K
BOND icon
502
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.28B
$22.5M 0.03%
243,019
+17,900
+8% +$1.63M
LYV icon
503
Live Nation Entertainment
LYV
$41.2B
$22.4M 0.03%
171,193
-5,895
-3% -$805K
PLPC icon
504
Preformed Line Products
PLPC
$1.52B
$22.2M 0.03%
158,766
– –
CINF icon
505
Cincinnati Financial
CINF
$28.3B
$22.2M 0.03%
150,321
-12,594
-8% -$1.77M
JMST icon
506
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.11B
$22M 0.03%
432,614
+35,927
+9% +$1.83M
LVS icon
507
Las Vegas Sands
LVS
$30.5B
$22M 0.03%
568,557
+183,203
+48% +$8.09M
DFGX icon
508
Dimensional International Core Fixed Income ETF
DFGX
$1.69B
$21.9M 0.03%
419,560
+16,134
+4% +$844K
AMP icon
509
Ameriprise Financial
AMP
$46.8B
$21.9M 0.03%
45,243
+337
+0.8% +$177K
MSTR icon
510
Strategy Inc
MSTR
$33.5B
$21.9M 0.03%
75,946
+7,411
+11% +$2.35M
BBHY icon
511
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
$614M
$21.8M 0.03%
473,374
+6,114
+1% +$284K
SPHQ icon
512
Invesco S&P 500 Quality ETF
SPHQ
$19.4B
$21.8M 0.03%
328,406
+9,480
+3% +$649K
VSS icon
513
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.2B
$21.7M 0.03%
187,810
-4,898
-3% -$569K
JHMB icon
514
John Hancock Mortgage-Backed Securities ETF
JHMB
$202M
$21.7M 0.03%
989,588
+800,925
+425% +$17.3M
MDYG icon
515
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.82B
$21.7M 0.03%
272,600
+9,075
+3% +$781K
SAP icon
516
SAP
SAP
$187B
$21.7M 0.03%
80,688
+3,993
+5% +$1.09M
PDEC icon
517
Innovator US Equity Power Buffer ETF December
PDEC
$977M
$21.6M 0.03%
575,797
-260
-0% -$10K
PHYS icon
518
Sprott Physical Gold
PHYS
$14.6B
$21.6M 0.03%
899,783
+62,911
+8% +$1.39M
DELL icon
519
Dell
DELL
$283B
$21.6M 0.03%
237,016
+39,739
+20% +$4.2M
ECL icon
520
Ecolab
ECL
$75.6B
$21.5M 0.03%
84,948
-721
-0.8% -$182K
EFG icon
521
iShares MSCI EAFE Growth ETF
EFG
$16.3B
$21.5M 0.03%
214,772
-20,558
-9% -$2.1M
WPM icon
522
Wheaton Precious Metals
WPM
$50.6B
$21.4M 0.03%
276,059
+66,332
+32% +$4.43M
SHYG icon
523
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.57B
$21.2M 0.03%
498,209
+36,558
+8% +$1.57M
AIRR icon
524
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.5B
$21.2M 0.03%
310,500
+75,114
+32% +$5.65M
STIP icon
525
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
$21M 0.03%
203,272
+6,692
+3% +$682K
19 20
21
22 23

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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.