We are live on ! Find out more
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
ARKK icon
926
ARK Innovation ETF
ARKK
$5.74B
$6.73M 0.01%
141,473
-18,110
-11% -$1.04M
VWOB icon
927
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.16B
$6.72M 0.01%
104,606
-157
-0.1% -$10.1K
GSST icon
928
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1.57B
$6.66M 0.01%
131,687
-12,693
-9% -$640K
PNOV icon
929
Innovator US Equity Power Buffer ETF November
PNOV
$880M
$6.65M 0.01%
178,762
-8,913
-5% -$339K
RDVI icon
930
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$3.55B
$6.65M 0.01%
280,235
+2,379
+0.9% +$58.8K
VGLT icon
931
Vanguard Long-Term Treasury ETF
VGLT
$10.2B
$6.62M 0.01%
114,966
+2,614
+2% +$147K
MUFG icon
932
Mitsubishi UFJ Financial
MUFG
$260B
$6.62M 0.01%
485,832
+40,258
+9% +$519K
RSG icon
933
Republic Services
RSG
$66.7B
$6.62M 0.01%
27,321
-140
-0.5% -$31.4K
HEFA icon
934
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.51B
$6.61M 0.01%
182,135
+21,516
+13% +$784K
RSPD icon
935
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
$313M
$6.58M 0.01%
131,939
-27,068
-17% -$1.44M
CPAY icon
936
Corpay
CPAY
$24.8B
$6.57M 0.01%
18,832
-939
-5% -$339K
AZZ icon
937
AZZ Inc
AZZ
$4.47B
$6.57M 0.01%
78,523
+852
+1% +$76.1K
CMS icon
938
CMS Energy
CMS
$22.9B
$6.53M 0.01%
86,923
-7,109
-8% -$496K
BUFF icon
939
Innovator Laddered Allocation Power Buffer ETF
BUFF
$908M
$6.52M 0.01%
147,841
+21,688
+17% +$979K
SDSI icon
940
American Century Short Duration Strategic Income ETF
SDSI
$240M
$6.51M 0.01%
126,819
-50,628
-29% -$2.59M
EXR icon
941
Extra Space Storage
EXR
$31.3B
$6.48M 0.01%
43,641
-1,909
-4% -$289K
FLRN icon
942
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$3.07B
$6.47M 0.01%
210,076
-3,752
-2% -$116K
PFFD icon
943
Global X US Preferred ETF
PFFD
$2.14B
$6.46M 0.01%
339,030
-43,308
-11% -$850K
OKTA icon
944
Okta
OKTA
$23.9B
$6.45M 0.01%
61,346
-1,807
-3% -$176K
DKNG icon
945
DraftKings
DKNG
$12B
$6.44M 0.01%
193,897
+27,341
+16% +$1.12M
TPH
946
DELISTED
Tri Pointe Homes
TPH
$6.43M 0.01%
201,374
+48,241
+32% +$1.65M
PSTP icon
947
Innovator Power Buffer Step-Up Strategy ETF
PSTP
$132M
$6.41M 0.01%
204,164
+13,226
+7% +$425K
STX icon
948
Seagate
STX
$185B
$6.41M 0.01%
75,459
-9,761
-11% -$922K
RSPC icon
949
Invesco S&P 500 Equal Weight Communication Services ETF
RSPC
$55.5M
$6.36M 0.01%
179,744
-37,679
-17% -$1.33M
SCHC icon
950
Schwab International Small-Cap Equity ETF
SCHC
$5.38B
$6.36M 0.01%
177,250
+812
+0.5% +$29K
36 37
38
39 40

Similar funds

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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.