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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
(+0.76%)
Cap. Flow
+$1.6B
Cap. Flow
% of AUM
2.16%
Top 10 Holdings %
Top 10 Hldgs %
18.47%
Holding
4,123
New
342
Increased
1,586
Reduced
1,609
Closed
399
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$147M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$144M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$86.4M |
| 4 |
Vanguard Value ETF
VTV
|
+$82.3M |
| 5 |
LyondellBasell Industries
LYB
|
+$76.8M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$90M |
| 2 |
ExxonMobil
XOM
|
+$78M |
| 3 |
Amazon
AMZN
|
+$73.8M |
| 4 |
IBM
IBM
|
+$55.8M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
576
Elevance Health
ELV
$81.9B
| $17.4M | 0.02% |
39,932
-1,425
| -3% | -$572K |
|
577
Nasdaq
NDAQ
$51.5B
| $17.3M | 0.02% |
228,675
+8,348
| +4% | +$657K |
|
578
Hershey
HSY
$35.4B
| $17.3M | 0.02% |
101,366
-12,381
| -11% | -$2.03M |
|
579
First Trust NASDAQ Cybersecurity ETF
CIBR
$13.8B
| $17.3M | 0.02% |
274,756
+70,144
| +34% | +$4.66M |
|
580
Tanger
SKT
$4.82B
| $17.2M | 0.02% |
509,592
+5,550
| +1% | +$186K |
|
|
SKX
581
DELISTED
Skechers
SKX
| $17.2M | 0.02% |
303,010
-46,458
| -13% | -$3.02M |
|
582
Ballast Small/Mid Cap ETF
MGMT
$177M
| $17.2M | 0.02% |
444,463
-32,363
| -7% | -$1.32M |
|
|
FISV
583
Fiserv Inc
FISV
$27.2B
| $17.1M | 0.02% |
77,562
+3,790
| +5% | +$830K |
|
584
CVS Health
CVS
$137B
| $17.1M | 0.02% |
252,767
-37,457
| -13% | -$2.24M |
|
585
abrdn Physical Silver Shares ETF
SIVR
$4.04B
| $17.1M | 0.02% |
526,228
-48,434
| -8% | -$1.47M |
|
586
Mid-America Apartment Communities
MAA
$15.6B
| $17M | 0.02% |
101,622
+1,183
| +1% | +$187K |
|
587
WisdomTree International Quality Dividend Growth Fund
IQDG
$696M
| $17M | 0.02% |
475,930
-10,075
| -2% | -$367K |
|
588
Shopify
SHOP
$148B
| $16.9M | 0.02% |
177,467
+16,114
| +10% | +$1.76M |
|
589
Motorola Solutions
MSI
$69.4B
| $16.8M | 0.02% |
38,298
-1,321
| -3% | -$589K |
|
590
Williams-Sonoma
WSM
$26.7B
| $16.6M | 0.02% |
104,804
+561
| +0.5% | +$108K |
|
591
PACCAR
PCAR
$69.6B
| $16.6M | 0.02% |
170,061
-51,452
| -23% | -$5.43M |
|
592
Cintas
CTAS
$82.4B
| $16.5M | 0.02% |
80,505
-4,862
| -6% | -$969K |
|
593
Autodesk
ADSK
$44.3B
| $16.5M | 0.02% |
63,092
-2,459
| -4% | -$699K |
|
594
Daily Journal
DJCO
$792M
| $16.4M | 0.02% |
41,336
| – | – |
|
595
First Trust Short Duration Managed Municipal ETF
FSMB
$618M
| $16.3M | 0.02% |
822,443
+90,316
| +12% | +$1.8M |
|
596
VanEck Intermediate Muni ETF
ITM
$2.14B
| $16.3M | 0.02% |
358,037
-6,585
| -2% | -$303K |
|
597
JPMorgan BetaBuilders Japan ETF
BBJP
$17.3B
| $16.3M | 0.02% |
289,677
-96,504
| -25% | -$5.42M |
|
598
Innovator US Equity Power Buffer ETF June
PJUN
$949M
| $16.3M | 0.02% |
439,151
-1,188
| -0.3% | -$44.8K |
|
599
Vanguard Total International Bond ETF
BNDX
$82B
| $16.2M | 0.02% |
331,888
+134,306
| +68% | +$6.57M |
|
600
iShares MSCI Canada ETF
EWC
$6.04B
| $16.1M | 0.02% |
394,513
-49,441
| -11% | -$2.03M |
|
Similar funds
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.