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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
SCHP icon
526
Schwab US TIPS ETF
SCHP
$16.3B
$20.9M 0.03%
777,552
+387,139
+99% +$10.2M
CTA icon
527
Simplify Managed Futures Strategy ETF
CTA
$1.65B
$20.9M 0.03%
706,315
+463,768
+191% +$13.5M
O icon
528
Realty Income
O
$61.2B
$20.9M 0.03%
359,562
-20,858
-5% -$1.15M
STZ icon
529
Constellation Brands
STZ
$22.2B
$20.8M 0.03%
113,120
-115,021
-50% -$20.9M
VHT icon
530
Vanguard Health Care ETF
VHT
$18.2B
$20.6M 0.03%
77,715
-1,301
-2% -$347K
GGME icon
531
Invesco Next Gen Media and Gaming ETF
GGME
$44M
$20.5M 0.03%
+411,973
New +$22M
HACK icon
532
Amplify Cybersecurity ETF
HACK
$2.63B
$20.5M 0.03%
285,518
+174,517
+157% +$13.4M
XME icon
533
State Street SPDR S&P Metals & Mining ETF
XME
$4.05B
$20.4M 0.03%
364,932
+25,569
+8% +$1.5M
GRNY
534
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.3B
$20.3M 0.03%
1,119,585
+493,211
+79% +$9.78M
PAUG icon
535
Innovator US Equity Power Buffer ETF August
PAUG
$858M
$20.2M 0.03%
535,638
-71,846
-12% -$2.78M
MBB icon
536
iShares MBS ETF
MBB
$39B
$20.1M 0.03%
213,980
-3,481
-2% -$322K
PSEP icon
537
Innovator US Equity Power Buffer ETF September
PSEP
$842M
$20M 0.03%
520,059
-53,554
-9% -$2.1M
PRN icon
538
Invesco Dorsey Wright Industrials Momentum ETF
PRN
$432M
$20M 0.03%
144,883
+2,357
+2% +$356K
TTGT icon
539
TechTarget
TTGT
$246M
$19.9M 0.03%
1,346,785
+1,245,981
+1,236% +$20.1M
IBIK
540
iShares iBonds Oct 2034 Term TIPS ETF
IBIK
$84.9M
$19.9M 0.03%
+767,581
New +$19.3M
REGN icon
541
Regeneron Pharmaceuticals
REGN
$68.8B
$19.8M 0.03%
31,273
+971
+3% +$668K
IWN icon
542
iShares Russell 2000 Value ETF
IWN
$14.4B
$19.8M 0.03%
131,246
-4,300
-3% -$695K
AJG icon
543
Arthur J. Gallagher & Co
AJG
$63.7B
$19.8M 0.03%
57,383
+531
+0.9% +$168K
TROW icon
544
T. Rowe Price
TROW
$25B
$19.8M 0.03%
215,105
+64,555
+43% +$6.82M
IBDQ
545
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$19.7M 0.03%
+781,420
New +$19.6M
FBCG icon
546
Fidelity Blue Chip Growth ETF
FBCG
$6.76B
$19.6M 0.03%
491,162
+308,907
+169% +$14M
DG icon
547
Dollar General
DG
$25.9B
$19.6M 0.03%
222,688
+177,539
+393% +$13.4M
TDG icon
548
TransDigm Group
TDG
$69.2B
$19.6M 0.03%
14,152
-3,186
-18% -$4.25M
XLRE icon
549
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.69B
$19.4M 0.03%
464,063
+703
+0.2% +$29.3K
FDN icon
550
First Trust Dow Jones Internet Index Fund ETF
FDN
$4.86B
$19.4M 0.03%
87,165
+3,358
+4% +$828K
20 21
22
23 24

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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.