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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 | |
|---|---|---|---|---|---|---|
776
Invesco S&P 500 Low Volatility ETF
SPLV
$7.23B
| $9.84M | 0.01% |
131,721
-11,900
| -8% | -$859K |
|
777
Kraft Heinz
KHC
$31.1B
| $9.83M | 0.01% |
323,161
+64,449
| +25% | +$1.93M |
|
778
iShares US Equity Factor ETF
LRGF
$3.53B
| $9.79M | 0.01% |
169,144
-10,019
| -6% | -$611K |
|
|
GTM
779
ZoomInfo Technologies
GTM
$890M
| $9.77M | 0.01% |
977,421
+3,475
| +0.4% | +$36.4K |
|
780
BP
BP
$110B
| $9.76M | 0.01% |
288,882
-145,605
| -34% | -$4.75M |
|
781
Spotify
SPOT
$102B
| $9.68M | 0.01% |
17,593
+210
| +1% | +$117K |
|
782
Target Hospitality
TH
$1.57B
| $9.65M | 0.01% |
1,466,356
| – | – |
|
783
Stagwell
STGW
$1.9B
| $9.63M | 0.01% |
1,592,476
+245
| +0% | +$1.54K |
|
784
PGIM Ultra Short Bond ETF
PULS
$17.7B
| $9.6M | 0.01% |
193,081
+86,317
| +81% | +$4.29M |
|
785
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
$2.19B
| $9.6M | 0.01% |
311,791
+2,267
| +0.7% | +$74.9K |
|
786
Xylem
XYL
$28.5B
| $9.59M | 0.01% |
80,245
-2,388
| -3% | -$296K |
|
|
XYZ
787
Block Inc
XYZ
$47.2B
| $9.49M | 0.01% |
174,590
-56,396
| -24% | -$4.21M |
|
788
Expeditors International
EXPD
$22.5B
| $9.47M | 0.01% |
78,730
+1,264
| +2% | +$145K |
|
789
iShares MSCI USA Value Factor ETF
VLUE
$9.28B
| $9.42M | 0.01% |
88,316
+2,409
| +3% | +$262K |
|
790
Iron Mountain
IRM
$37.6B
| $9.39M | 0.01% |
109,124
+23,580
| +28% | +$2.27M |
|
791
Global X Artificial Intelligence & Technology ETF
AIQ
$9.16B
| $9.28M | 0.01% |
255,076
+150,652
| +144% | +$5.93M |
|
792
Avantis Emerging Markets Value ETF
AVES
$1.42B
| $9.24M | 0.01% |
196,015
+98,955
| +102% | +$4.64M |
|
793
Hubbell
HUBB
$25.4B
| $9.24M | 0.01% |
27,927
-1,308
| -4% | -$507K |
|
794
Baidu
BIDU
$36.2B
| $9.2M | 0.01% |
99,991
+8,427
| +9% | +$757K |
|
795
iShares MSCI Germany ETF
EWG
$1.55B
| $9.19M | 0.01% |
247,880
+31,783
| +15% | +$1.14M |
|
796
First Trust Municipal High Income ETF
FMHI
$990M
| $9.17M | 0.01% |
191,717
+37,524
| +24% | +$1.81M |
|
797
Vistra
VST
$53.1B
| $9.16M | 0.01% |
78,009
-26,328
| -25% | -$3.93M |
|
798
W.W. Grainger
GWW
$65.1B
| $9.11M | 0.01% |
9,227
-4,322
| -32% | -$4.47M |
|
799
Ametek
AME
$54.7B
| $9.09M | 0.01% |
52,822
+2,410
| +5% | +$438K |
|
800
Cloudflare
NET
$93B
| $9.08M | 0.01% |
80,561
-1,674
| -2% | -$222K |
|
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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.