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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
SCHM icon
51
Schwab US Mid-Cap ETF
SCHM
$14.6B
$263M 0.36%
10,041,554
-36,016
-0.4% -$1M
RSP icon
52
Invesco S&P 500 Equal Weight ETF
RSP
$96.1B
$261M 0.35%
1,508,684
+80,646
+6% +$14.3M
SPYM
53
State Street SPDR Portfolio S&P 500 ETF
SPYM
$158B
$259M 0.35%
3,933,070
+428,412
+12% +$29.6M
ABT icon
54
Abbott
ABT
$180B
$255M 0.35%
1,921,524
-997
-0.1% -$127K
ORCL icon
55
Oracle
ORCL
$331B
$255M 0.35%
1,820,450
-26,442
-1% -$4.3M
UMI icon
56
USCF Midstream Energy Income Fund
UMI
$516M
$248M 0.34%
4,772,158
-408,879
-8% -$21.1M
QUAL icon
57
iShares MSCI USA Quality Factor ETF
QUAL
$45.8B
$245M 0.33%
1,436,312
+25,603
+2% +$4.58M
BAC icon
58
Bank of America
BAC
$435B
$245M 0.33%
5,881,597
-81,680
-1% -$3.64M
WMT icon
59
Walmart Inc
WMT
$871B
$245M 0.33%
2,795,373
-388,647
-12% -$36.5M
DIS icon
60
Walt Disney
DIS
$165B
$244M 0.33%
2,469,883
-53,255
-2% -$5.72M
TSLA icon
61
Tesla
TSLA
$1.24T
$234M 0.32%
902,770
+33,430
+4% +$11.1M
DGRW icon
62
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.6B
$231M 0.31%
2,898,346
+174,128
+6% +$14.3M
VWO icon
63
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$228M 0.31%
5,039,971
-94,442
-2% -$4.25M
VO icon
64
Vanguard Mid-Cap ETF
VO
$106B
$227M 0.31%
3,514,524
+760,884
+28% +$51.1M
AMGN icon
65
Amgen
AMGN
$203B
$227M 0.31%
727,975
+18,954
+3% +$5.6M
BX icon
66
Blackstone
BX
$104B
$219M 0.3%
1,566,293
+36,294
+2% +$5.89M
WFC icon
67
Wells Fargo
WFC
$261B
$217M 0.29%
3,027,592
+331,452
+12% +$24.9M
JAAA icon
68
Janus Henderson AAA CLO ETF
JAAA
$29.1B
$217M 0.29%
4,273,243
+287,562
+7% +$14.6M
CAT icon
69
Caterpillar
CAT
$409B
$213M 0.29%
646,194
-7,731
-1% -$2.75M
JEPI icon
70
JPMorgan Equity Premium Income ETF
JEPI
$45.3B
$213M 0.29%
3,728,338
+46,266
+1% +$2.7M
IAU icon
71
iShares Gold Trust
IAU
$63B
$209M 0.28%
3,546,034
-62,641
-2% -$3.39M
AEP icon
72
American Electric Power
AEP
$73.7B
$208M 0.28%
1,906,835
+667,129
+54% +$67.6M
VB icon
73
Vanguard Small-Cap ETF
VB
$79.5B
$203M 0.28%
915,588
+140,986
+18% +$33.7M
DGRO icon
74
iShares Core Dividend Growth ETF
DGRO
$42.6B
$203M 0.28%
3,283,417
+39,431
+1% +$2.47M
QCOM icon
75
Qualcomm
QCOM
$176B
$200M 0.27%
1,302,972
-1,622
-0.1% -$264K
1 2
3
4 5

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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.