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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
BKCI icon
951
BNY Mellon Concentrated International ETF
BKCI
$132M
$6.33M 0.01%
+132,434
New +$6.5M
CPNG icon
952
Coupang
CPNG
$28.6B
$6.29M 0.01%
286,863
+59,699
+26% +$1.39M
PNW icon
953
Pinnacle West Capital
PNW
$12.8B
$6.29M 0.01%
66,025
-1,649
-2% -$147K
PMAR icon
954
Innovator US Equity Power Buffer ETF March
PMAR
$756M
$6.28M 0.01%
157,230
+32,231
+26% +$1.3M
UTHR icon
955
United Therapeutics
UTHR
$26.3B
$6.28M 0.01%
20,362
+1,530
+8% +$524K
PDN icon
956
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN
$350M
$6.27M 0.01%
187,329
-3,265
-2% -$108K
TOST icon
957
Toast
TOST
$17.9B
$6.24M 0.01%
188,266
-4,379
-2% -$164K
ACA icon
958
Arcosa
ACA
$7.14B
$6.23M 0.01%
80,844
+7,928
+11% +$727K
BUFB icon
959
Innovator Laddered Allocation Buffer ETF
BUFB
$317M
$6.21M 0.01%
197,784
+8,810
+5% +$286K
EWL icon
960
iShares MSCI Switzerland ETF
EWL
$2.16B
$6.21M 0.01%
119,938
-32,569
-21% -$1.64M
PAAA icon
961
PGIM AAA CLO ETF
PAAA
$11B
$6.21M 0.01%
120,970
+99,394
+461% +$5.1M
CART icon
962
Maplebear
CART
$10.4B
$6.19M 0.01%
155,077
+6,856
+5% +$305K
FNCL icon
963
Fidelity MSCI Financials Index ETF
FNCL
$2.37B
$6.18M 0.01%
88,946
-33,819
-28% -$2.4M
IJUL icon
964
Innovator International Developed Power Buffer ETF July
IJUL
$241M
$6.18M 0.01%
212,151
-11,280
-5% -$325K
FHLC icon
965
Fidelity MSCI Health Care Index ETF
FHLC
$3.3B
$6.16M 0.01%
90,208
+62,785
+229% +$4.31M
FE icon
966
FirstEnergy
FE
$28.5B
$6.16M 0.01%
152,340
-2,580
-2% -$103K
HGER icon
967
Harbor Commodity All-Weather Strategy ETF
HGER
$3.76B
$6.15M 0.01%
255,901
-108,065
-30% -$2.51M
BSM icon
968
Black Stone Minerals
BSM
$3.17B
$6.15M 0.01%
402,901
-6,017
-1% -$90.4K
EXG icon
969
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.92B
$6.11M 0.01%
750,441
-8,974
-1% -$75.1K
XCEM icon
970
Columbia EM Core ex-China ETF
XCEM
$1.91B
$6.06M 0.01%
205,322
-8,341
-4% -$250K
PDO
971
PIMCO Dynamic Income Opportunities Fund
PDO
$1.83B
$6.03M 0.01%
434,623
+79,137
+22% +$1.09M
AJUL
972
Innovator Equity Defined Protection ETF - 2 Yr to July 2028
AJUL
$65.2M
$6.02M 0.01%
225,035
-8,281
-4% -$224K
XDQQ icon
973
Innovator Growth Accelerated ETF Quarterly
XDQQ
$56.8M
$5.99M 0.01%
188,132
+89,256
+90% +$3.09M
AVGO icon
974
PUT
Broadcom
AVGO
$1.82T
$5.98M 0.01%
234,900
-56,800
-19% -$12M
MMSI icon
975
Merit Medical Systems
MMSI
$4.54B
$5.94M 0.01%
56,165
+321
+0.6% +$33.1K
37 38
39
40 41

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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.