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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 | |
|---|---|---|---|---|---|---|
826
Yum China
YUMC
$15.3B
| $8.61M | 0.01% |
165,301
+1,644
| +1% | +$78.9K |
|
827
Plains GP Holdings
PAGP
$5.17B
| $8.6M | 0.01% |
402,691
+15,322
| +4% | +$322K |
|
828
Spok Holdings
SPOK
$227M
| $8.59M | 0.01% |
522,651
-144,062
| -22% | -$2.34M |
|
829
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.24B
| $8.59M | 0.01% |
374,243
-3,696
| -1% | -$84.4K |
|
830
Jabil
JBL
$32.3B
| $8.58M | 0.01% |
63,077
+16,123
| +34% | +$2.48M |
|
831
Zscaler
ZS
$24B
| $8.58M | 0.01% |
43,243
-29,148
| -40% | -$5.81M |
|
|
GARP
832
iShares MSCI USA Quality GARP ETF
GARP
$2.54B
| $8.57M | 0.01% |
167,904
+17,446
| +12% | +$975K |
|
833
Evergy
EVRG
$19.8B
| $8.56M | 0.01% |
124,115
+26,086
| +27% | +$1.71M |
|
834
Range Resources
RRC
$8.93B
| $8.55M | 0.01% |
214,125
+41,396
| +24% | +$1.59M |
|
835
Invesco Variable Rate Investment Grade ETF
VRIG
$1.8B
| $8.51M | 0.01% |
339,229
+16,365
| +5% | +$411K |
|
836
Plains All American Pipeline
PAA
$17.2B
| $8.44M | 0.01% |
421,835
+4,148
| +1% | +$82K |
|
837
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.88B
| $8.42M | 0.01% |
84,678
+2,830
| +3% | +$281K |
|
838
Interactive Brokers
IBKR
$40.8B
| $8.42M | 0.01% |
203,300
-33,028
| -14% | -$1.64M |
|
839
Regions Financial
RF
$26.2B
| $8.4M | 0.01% |
386,362
+172,385
| +81% | +$4.02M |
|
840
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.08B
| $8.37M | 0.01% |
290,131
+71,393
| +33% | +$2.06M |
|
841
iShares Global Materials ETF
MXI
$338M
| $8.37M | 0.01% |
102,445
+2,115
| +2% | +$174K |
|
|
IBHE
842
DELISTED
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
| $8.35M | 0.01% |
359,375
+5,423
| +2% | +$126K |
|
843
iShares Global Infrastructure ETF
IGF
$11B
| $8.34M | 0.01% |
152,564
+14,820
| +11% | +$795K |
|
844
BondBloxx Bloomberg One Year Target Duration US Treasury ETF
XONE
$835M
| $8.31M | 0.01% |
167,047
-40,705
| -20% | -$2.02M |
|
845
FNB Corp
FNB
$6.73B
| $8.28M | 0.01% |
615,979
-665
| -0.1% | -$9.76K |
|
846
AGF US Market Neutral Anti-Beta Fund
BTAL
$303M
| $8.25M | 0.01% |
+396,056
| New | +$7.51M |
|
847
Barclays
BCS
$95.6B
| $8.21M | 0.01% |
534,544
+165,655
| +45% | +$2.48M |
|
848
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
| $8.17M | 0.01% |
335,545
+78,949
| +31% | +$1.91M |
|
849
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
$1.02B
| $8.15M | 0.01% |
176,737
-23,465
| -12% | -$1.07M |
|
850
eBay
EBAY
$50.2B
| $8.11M | 0.01% |
119,767
-290
| -0.2% | -$19.3K |
|
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.