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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
VNLA icon
851
Janus Henderson Short Duration Income ETF
VNLA
$3.33B
$8.08M 0.01%
164,323
+9,321
+6% +$457K
MODL icon
852
VictoryShares WestEnd US Sector ETF
MODL
$1.02B
$8.06M 0.01%
207,652
-2,051
-1% -$83.4K
RGA icon
853
Reinsurance Group of America
RGA
$15.7B
$8.06M 0.01%
40,933
-5,289
-11% -$1.1M
WSO icon
854
Watsco Inc
WSO
$15B
$8.04M 0.01%
15,825
-153
-1% -$75.4K
GSIE icon
855
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.88B
$8.04M 0.01%
225,610
-13,493
-6% -$476K
INTF icon
856
iShares International Equity Factor ETF
INTF
$3.57B
$8.03M 0.01%
260,489
-11,267
-4% -$343K
NU icon
857
Nu Holdings
NU
$69.8B
$8.02M 0.01%
783,292
+2,642
+0.3% +$31.2K
AVLC icon
858
Avantis US Large Cap Equity ETF
AVLC
$1.35B
$7.94M 0.01%
+123,691
New +$8.4M
IBHF icon
859
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
$821M
$7.92M 0.01%
341,208
+4,721
+1% +$110K
CSL icon
860
Carlisle Companies
CSL
$13.8B
$7.92M 0.01%
23,253
+684
+3% +$245K
A icon
861
Agilent Technologies
A
$39B
$7.92M 0.01%
67,677
-3,736
-5% -$504K
BBIO icon
862
BridgeBio Pharma
BBIO
$16.5B
$7.89M 0.01%
228,135
-197
-0.1% -$6.64K
PPL
863
PPL Corp
PPL
$27.1B
$7.85M 0.01%
217,325
+58,428
+37% +$1.98M
BSCR icon
864
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.58B
$7.83M 0.01%
399,857
+8,494
+2% +$166K
FITB
865
Fifth Third Bancorp
FITB
$51.5B
$7.82M 0.01%
199,513
+44,502
+29% +$1.88M
BTI icon
866
British American Tobacco
BTI
$131B
$7.81M 0.01%
188,837
-1,124
-0.6% -$44.2K
SMMD icon
867
iShares Russell 2500 ETF
SMMD
$3.56B
$7.77M 0.01%
124,245
-46,579
-27% -$3.14M
HQY icon
868
HealthEquity
HQY
$8.2B
$7.76M 0.01%
87,786
-7,289
-8% -$748K
BOCT icon
869
Innovator US Equity Buffer ETF October
BOCT
$283M
$7.76M 0.01%
184,536
+50
+0% +$2.17K
AAAU icon
870
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.48B
$7.74M 0.01%
250,766
+106,264
+74% +$3.01M
STEL
871
DELISTED
Stellar Bancorp
STEL
$7.72M 0.01%
278,924
+58
+0% +$1.63K
BJAN icon
872
Innovator US Equity Buffer ETF January
BJAN
$342M
$7.69M 0.01%
165,000
+20,245
+14% +$974K
GRID
873
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$11.2B
$7.68M 0.01%
67,929
+9,583
+16% +$1.15M
DLS icon
874
WisdomTree International SmallCap Dividend Fund
DLS
$1.04B
$7.68M 0.01%
116,334
-2,420
-2% -$158K
QQEW icon
875
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.72B
$7.66M 0.01%
63,348
-568
-0.9% -$72.7K
33 34
35
36 37

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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.