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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 | |
|---|---|---|---|---|---|---|
726
Boston Scientific
BSX
$67.6B
| $10.9M | 0.01% |
108,423
+2,652
| +3% | +$267K |
|
727
iShares Russell Top 200 ETF
IWL
$2.16B
| $10.9M | 0.01% |
79,540
+19,842
| +33% | +$2.88M |
|
728
Toronto Dominion Bank
TD
$198B
| $10.9M | 0.01% |
181,608
-1,021
| -0.6% | -$59.4K |
|
729
Eversource Energy
ES
$28.1B
| $10.9M | 0.01% |
175,122
+119,232
| +213% | +$7.11M |
|
730
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
$508M
| $10.9M | 0.01% |
486,620
+139,488
| +40% | +$3.12M |
|
731
Agnico Eagle Mines
AEM
$73B
| $10.8M | 0.01% |
99,911
+52,370
| +110% | +$5.01M |
|
732
Atmos Energy
ATO
$29.7B
| $10.8M | 0.01% |
70,011
+5,884
| +9% | +$858K |
|
733
Delta Air Lines
DAL
$57B
| $10.8M | 0.01% |
247,192
+3,447
| +1% | +$204K |
|
734
Overlay Shares Core Bond ETF
OVB
$47.3M
| $10.8M | 0.01% |
525,631
+44,863
| +9% | +$919K |
|
735
American International
AIG
$42B
| $10.7M | 0.01% |
122,910
+29,311
| +31% | +$2.28M |
|
736
Vanguard Communication Services ETF
VOX
$5.6B
| $10.7M | 0.01% |
72,010
-1,016
| -1% | -$161K |
|
737
Direxion Auspice Broad Commodity Strategy ETF
COM
$205M
| $10.7M | 0.01% |
363,985
-107,621
| -23% | -$3.11M |
|
|
BTC
738
Grayscale Bitcoin Mini Trust ETF
BTC
$3.44B
| $10.7M | 0.01% |
292,481
-840
| -0.3% | -$34.7K |
|
739
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.7B
| $10.6M | 0.01% |
425,259
+31,651
| +8% | +$783K |
|
740
Gartner
IT
$9.87B
| $10.6M | 0.01% |
25,292
-5,021
| -17% | -$2.47M |
|
|
BGB
741
Blackstone Strategic Credit 2027 Term Fund
BGB
$500M
| $10.6M | 0.01% |
875,344
+6,397
| +0.7% | +$78.6K |
|
742
Golub Capital BDC
GBDC
$3.36B
| $10.6M | 0.01% |
697,916
+49,663
| +8% | +$762K |
|
743
PGIM Short Duration High Yield ETF
PSH
$170M
| $10.5M | 0.01% |
209,111
-63,157
| -23% | -$3.18M |
|
744
Radware
RDWR
$1.23B
| $10.5M | 0.01% |
486,442
-329
| -0.1% | -$7.35K |
|
745
L3Harris
LHX
$56.5B
| $10.5M | 0.01% |
50,242
-2,913
| -5% | -$611K |
|
746
WisdomTree US MidCap Fund
EZM
$941M
| $10.5M | 0.01% |
176,429
-1,322
| -0.7% | -$82.6K |
|
747
Corteva
CTVA
$58.6B
| $10.5M | 0.01% |
166,822
+1,454
| +0.9% | +$89.9K |
|
748
Vanguard Extended Market ETF
VXF
$30.5B
| $10.4M | 0.01% |
60,614
-1,616
| -3% | -$306K |
|
749
Weyerhaeuser
WY
$17.2B
| $10.4M | 0.01% |
356,078
+25,728
| +8% | +$766K |
|
750
KraneShares CSI China Internet ETF
KWEB
$5.34B
| $10.4M | 0.01% |
298,253
-9,247
| -3% | -$306K |
|
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.