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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 | |
|---|---|---|---|---|---|---|
901
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.33B
| $7.2M | 0.01% |
82,633
-7,749
| -9% | -$714K |
|
902
Ares Management
ARES
$28.8B
| $7.16M | 0.01% |
48,851
+259
| +0.5% | +$44.8K |
|
903
Nuveen ESG Large-Cap Growth ETF
NULG
$2.66B
| $7.12M | 0.01% |
90,934
-4,819
| -5% | -$409K |
|
904
Jacobs Solutions
J
$16B
| $7.11M | 0.01% |
59,431
+11,775
| +25% | +$1.52M |
|
905
VanEck Junior Gold Miners ETF
GDXJ
$7.15B
| $7.08M | 0.01% |
123,740
+48,163
| +64% | +$2.43M |
|
906
Toyota
TM
$216B
| $7.07M | 0.01% |
40,044
+2,497
| +7% | +$465K |
|
907
State Street SPDR S&P Biotech ETF
XBI
$10.2B
| $7.06M | 0.01% |
87,027
+4,306
| +5% | +$385K |
|
|
JAJL
908
Innovator Equity Defined Protection ETF - 6mo Jan/Jul
JAJL
$261M
| $7.06M | 0.01% |
259,749
+30,205
| +13% | +$827K |
|
909
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$552M
| $7.05M | 0.01% |
86,143
-531
| -0.6% | -$42.8K |
|
910
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
$249M
| $7.05M | 0.01% |
228,780
+185,044
| +423% | +$5.53M |
|
911
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.66B
| $7.02M | 0.01% |
360,475
+15,388
| +4% | +$300K |
|
912
Workday
WDAY
$36.4B
| $7.01M | 0.01% |
30,038
-476
| -2% | -$121K |
|
913
Brookfield Asset Management
BAM
$75.9B
| $7.01M | 0.01% |
144,680
+6,735
| +5% | +$367K |
|
914
Nuveen ESG Large-Cap Value ETF
NULV
$2.17B
| $7.01M | 0.01% |
173,110
-3,952
| -2% | -$160K |
|
915
Sea Limited
SE
$63.9B
| $7M | 0.01% |
53,664
+4,676
| +10% | +$580K |
|
916
iShares MSCI USA Momentum Factor ETF
MTUM
$25.2B
| $6.94M | 0.01% |
34,317
-5,521
| -14% | -$1.18M |
|
917
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
$1.44B
| $6.91M | 0.01% |
290,922
+3,496
| +1% | +$91.3K |
|
918
State Street Fixed Income Sector Rotation ETF
FISR
$489M
| $6.87M | 0.01% |
265,358
+25,736
| +11% | +$658K |
|
919
iShares MSCI France ETF
EWQ
$326M
| $6.85M | 0.01% |
172,235
-50,158
| -23% | -$1.97M |
|
920
Royal Gold
RGLD
$17.1B
| $6.85M | 0.01% |
41,906
+26,764
| +177% | +$3.93M |
|
921
BHP
BHP
$213B
| $6.83M | 0.01% |
140,630
+60,170
| +75% | +$3M |
|
922
Rio Tinto
RIO
$150B
| $6.81M | 0.01% |
113,335
-23,095
| -17% | -$1.42M |
|
923
First Solar
FSLR
$22.1B
| $6.74M | 0.01% |
53,306
-2,244
| -4% | -$350K |
|
924
AvalonBay Communities
AVB
$26.8B
| $6.74M | 0.01% |
31,396
+9,192
| +41% | +$2M |
|
925
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.98B
| $6.73M | 0.01% |
141,785
-2,676
| -2% | -$125K |
|
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.