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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
+0.88%
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
$73.1B
AUM Growth
+$3.13B
Cap. Flow
+$6.15B
Cap. Flow %
8.41%
Top 10 Hldgs %
19.29%
Holding
4,120
New
390
Increased
1,802
Reduced
1,391
Closed
320

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$2.14B
2
SN icon
SharkNinja
SN
+$220M
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$145M
4
AAPL icon
Apple
AAPL
+$101M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$88.7M

Top Sells

Rank Stock Value
1
TTGT icon
TechTarget
TTGT
+$32.9M
2
VTI icon
Vanguard Total Stock Market ETF
VTI
+$29.7M
3
LYB icon
LyondellBasell Industries
LYB
+$25.1M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$24.7M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$24.5M

Sector Composition

Rank Sector Weight
1 Technology 14.15%
2 Financials 10.6%
3 Consumer Discretionary 6.93%
4 Healthcare 5.42%
5 Industrials 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RDVI icon
926
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$3.55B
$6.74M 0.01%
277,856
+20,493
+8% +$516K
JOBY icon
927
Joby Aviation
JOBY
$7.25B
$6.72M 0.01%
826,023
-1,020
-0.1% -$6.76K
EAGG icon
928
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.98B
$6.71M 0.01%
144,461
+19,234
+15% +$909K
MEAR icon
929
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.36B
$6.71M 0.01%
134,286
+57,204
+74% +$2.87M
BSCQ icon
930
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.66B
$6.71M 0.01%
345,087
+18,714
+6% +$364K
CPAY icon
931
Corpay
CPAY
$24.8B
$6.69M 0.01%
19,771
-3,212
-14% -$1.13M
FLUT icon
932
Flutter Entertainment
FLUT
$18.4B
$6.66M 0.01%
25,783
+20,534
+391% +$5.18M
ETR icon
933
Entergy
ETR
$53.1B
$6.66M 0.01%
87,795
+371
+0.4% +$26.8K
UTHR icon
934
United Therapeutics
UTHR
$26.3B
$6.64M 0.01%
18,832
+782
+4% +$287K
JNK icon
935
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.05B
$6.63M 0.01%
69,398
+34,339
+98% +$3.31M
RSPG icon
936
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$552M
$6.62M 0.01%
86,674
+285
+0.3% +$22.8K
VWOB icon
937
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.16B
$6.62M 0.01%
104,763
+4,534
+5% +$293K
FLRN icon
938
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$3.07B
$6.57M 0.01%
213,828
-548,343
-72% -$16.9M
ARGX icon
939
argenx
ARGX
$55.6B
$6.57M 0.01%
10,677
+6,006
+129% +$3.52M
FITB
940
Fifth Third Bancorp
FITB
$51.7B
$6.55M 0.01%
155,011
+9,195
+6% +$413K
TCAF icon
941
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$7.87B
$6.47M 0.01%
194,421
+39,944
+26% +$1.35M
QLD icon
942
ProShares Ultra QQQ
QLD
$12.5B
$6.39M 0.01%
118,038
+2,594
+2% +$139K
L icon
943
Loews
L
$24.4B
$6.39M 0.01%
75,423
+10,204
+16% +$841K
AZZ icon
944
AZZ Inc
AZZ
$4.47B
$6.36M 0.01%
77,671
+450
+0.6% +$38.1K
XCEM icon
945
Columbia EM Core ex-China ETF
XCEM
$1.91B
$6.32M 0.01%
213,663
-10,854
-5% -$342K
DDOG icon
946
Datadog
DDOG
$89.7B
$6.31M 0.01%
44,156
+4,481
+11% +$615K
J icon
947
Jacobs Solutions
J
$16B
$6.3M 0.01%
47,656
-3,239
-6% -$446K
AJUL
948
Innovator Equity Defined Protection ETF - 2 Yr to July 2028
AJUL
$65.2M
$6.3M 0.01%
233,316
– –
NVG icon
949
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.66B
$6.29M 0.01%
513,119
+155,083
+43% +$2M
NICE icon
950
Nice
NICE
$5.57B
$6.28M 0.01%
37,004
-475
-1% -$84.7K
36 37
38
39 40

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HighTower Advisors's Q4 2024 Portfolio in Review

As of Q4 2024, HighTower Advisors held 4,120 positions worth $73.1B, up 4.5% from $70B the previous quarter. Its ten largest holdings account for 19% of the portfolio.

HighTower Advisors deployed $6.15B of net new capital in Q4 2024, opening 390 new positions and adding to 1,802 existing holdings. Its largest new stake was Microsoft: 5,023,862 shares worth $2.12B.

By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 14% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was TechTarget, an estimated $32.9M trimmed.

  • HighTower Advisors's largest Q4 2024 buy was Microsoft: 5,023,862 shares worth $2.12B.
  • HighTower Advisors added most to SharkNinja in Q4 2024, an estimated $220M increase.
  • HighTower Advisors's biggest Q4 2024 reduction was TechTarget, cutting an estimated $32.9M.
  • HighTower Advisors fully exited Marathon Oil Corporation in Q4 2024, selling an estimated $12.6M.
  • HighTower Advisors's ten largest holdings make up 19% of its $73.1B portfolio in Q4 2024.
  • HighTower Advisors opened 390 new positions and closed 320 in Q4 2024.
  • HighTower Advisors's portfolio value rose 4.5% quarter-over-quarter to $73.1B.

Based on HighTower Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.