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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 | |
|---|---|---|---|---|---|---|
626
WisdomTree US Total Dividend Fund
DTD
$1.65B
| $15.1M | 0.02% |
196,470
+642
| +0.3% | +$49.9K |
|
627
lululemon athletica
LULU
$13B
| $15.1M | 0.02% |
53,305
+8,636
| +19% | +$3.17M |
|
628
Kroger
KR
$34.8B
| $15.1M | 0.02% |
222,350
+1,940
| +0.9% | +$123K |
|
629
First Trust Enhanced Short Maturity ETF
FTSM
$6.5B
| $15M | 0.02% |
250,484
+17,196
| +7% | +$1.03M |
|
630
Cboe Global Markets
CBOE
$29.8B
| $14.9M | 0.02% |
65,955
-933
| -1% | -$194K |
|
631
Apollo Global Management
APO
$70.7B
| $14.7M | 0.02% |
107,588
-308,042
| -74% | -$47.4M |
|
|
VISN
632
Vistance Networks Inc
VISN
$2.66B
| $14.7M | 0.02% |
2,774,189
+534
| +0% | +$2.84K |
|
633
Take-Two Interactive
TTWO
$43B
| $14.7M | 0.02% |
70,837
-3,093
| -4% | -$618K |
|
634
Consolidated Edison
ED
$41.6B
| $14.7M | 0.02% |
132,580
-8,832
| -6% | -$866K |
|
635
CACI
CACI
$10.8B
| $14.6M | 0.02% |
39,862
+5,992
| +18% | +$2.29M |
|
636
Simplify US Equity PLUS Downside Convexity ETF
SPD
$104M
| $14.5M | 0.02% |
468,920
-59,291
| -11% | -$1.97M |
|
637
MetLife
MET
$61B
| $14.5M | 0.02% |
180,632
+14,433
| +9% | +$1.2M |
|
638
Invesco New York AMT-Free Municipal Bond ETF
PZT
$137M
| $14.5M | 0.02% |
655,429
+37,951
| +6% | +$860K |
|
639
Vanguard Financials ETF
VFH
$13.3B
| $14.5M | 0.02% |
121,091
-1,014
| -0.8% | -$124K |
|
640
HDFC Bank
HDB
$119B
| $14.3M | 0.02% |
429,150
-30,560
| -7% | -$932K |
|
641
Avantis US Large Cap Value ETF
AVLV
$17.3B
| $14.2M | 0.02% |
217,576
-14,986
| -6% | -$1.02M |
|
642
Welltower
WELL
$178B
| $14.1M | 0.02% |
91,984
+4,386
| +5% | +$625K |
|
643
RPM International
RPM
$13.7B
| $14.1M | 0.02% |
121,789
-792
| -0.6% | -$96.3K |
|
644
Check Point Software Technologies
CHKP
$13.3B
| $13.9M | 0.02% |
60,998
+196
| +0.3% | +$41.5K |
|
645
iShares ESG Aware MSCI EM ETF
ESGE
$6.51B
| $13.9M | 0.02% |
397,090
+10,044
| +3% | +$350K |
|
646
JPMorgan Active Bond ETF
JBND
$8.35B
| $13.9M | 0.02% |
259,032
+181,469
| +234% | +$9.58M |
|
647
VanEck CLO ETF
CLOI
$1.48B
| $13.8M | 0.02% |
261,035
+29,728
| +13% | +$1.57M |
|
648
ProShares Ultra S&P500
SSO
$7.71B
| $13.7M | 0.02% |
331,550
+45,744
| +16% | +$2.11M |
|
649
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.48B
| $13.6M | 0.02% |
657,462
+93,215
| +17% | +$1.91M |
|
650
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.59B
| $13.6M | 0.02% |
363,680
-83,713
| -19% | -$3.47M |
|
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.