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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
AIRR icon
551
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.5B
$18.1M 0.02%
235,386
+168,309
+251% +$13.4M
VLO icon
552
Valero Energy
VLO
$89.8B
$18M 0.02%
147,055
-32,191
-18% -$4.31M
FHI icon
553
Federated Hermes
FHI
$4.4B
$18M 0.02%
437,212
-13,313
-3% -$538K
EME icon
554
Emcor
EME
$33.1B
$17.9M 0.02%
39,495
-1,188
-3% -$562K
IYH icon
555
iShares US Healthcare ETF
IYH
$3.11B
$17.9M 0.02%
307,193
+11,365
+4% +$702K
EWC icon
556
iShares MSCI Canada ETF
EWC
$6.04B
$17.9M 0.02%
443,954
-1,840
-0.4% -$76.7K
LGOV icon
557
First Trust Long Duration Opportunities ETF
LGOV
$622M
$17.9M 0.02%
857,450
-81,314
-9% -$1.74M
LMBS icon
558
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.32B
$17.8M 0.02%
366,120
+16,645
+5% +$813K
KJUL icon
559
Innovator US Small Cap Power Buffer ETF July
KJUL
$207M
$17.8M 0.02%
603,509
+2,804
+0.5% +$83K
DFAE icon
560
Dimensional Emerging Core Equity Market ETF
DFAE
$9.21B
$17.7M 0.02%
698,001
+71,156
+11% +$1.88M
TLH icon
561
iShares 10-20 Year Treasury Bond ETF
TLH
$11B
$17.6M 0.02%
177,266
+42,365
+31% +$4.38M
SPD icon
562
Simplify US Equity PLUS Downside Convexity ETF
SPD
$104M
$17.6M 0.02%
528,211
+49,159
+10% +$1.68M
NEA icon
563
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.36B
$17.6M 0.02%
1,561,283
+37,712
+2% +$439K
FDL icon
564
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.72B
$17.5M 0.02%
435,555
+4,183
+1% +$176K
BINC icon
565
BlackRock Flexible Income ETF
BINC
$16B
$17.5M 0.02%
336,052
+102,786
+44% +$5.41M
CRH icon
566
CRH
CRH
$66.7B
$17.4M 0.02%
188,060
+1,373
+0.7% +$132K
FAST icon
567
Fastenal
FAST
$54B
$17.3M 0.02%
482,110
+48,408
+11% +$1.89M
MAGS icon
568
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
$3.91B
$17.2M 0.02%
316,729
+19,714
+7% +$1.01M
SKT icon
569
Tanger
SKT
$4.82B
$17.2M 0.02%
504,042
+364
+0.1% +$12.7K
SHOP icon
570
Shopify
SHOP
$148B
$17.2M 0.02%
161,353
+13,319
+9% +$1.3M
LULU icon
571
lululemon athletica
LULU
$13B
$17.1M 0.02%
44,669
-4,239
-9% -$1.38M
NDAQ icon
572
Nasdaq
NDAQ
$51.5B
$17M 0.02%
220,327
+2,084
+1% +$161K
TROW icon
573
T. Rowe Price
TROW
$25B
$17M 0.02%
150,550
+18,212
+14% +$2.11M
LDOS icon
574
Leidos
LDOS
$14.1B
$16.9M 0.02%
117,536
+5,237
+5% +$871K
PHYS icon
575
Sprott Physical Gold
PHYS
$14.6B
$16.9M 0.02%
836,872
-46,582
-5% -$958K
21 22
23
24 25

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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.