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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 | |
|---|---|---|---|---|---|---|
976
iShares Cybersecurity and Tech ETF
IHAK
$999M
| $5.94M | 0.01% |
126,341
+5,970
| +5% | +$297K |
|
977
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.11B
| $5.93M | 0.01% |
122,671
-42,261
| -26% | -$2.03M |
|
978
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.43B
| $5.93M | 0.01% |
117,345
-47,219
| -29% | -$2.39M |
|
979
Capital Group Global Growth Equity ETF
CGGO
$11.3B
| $5.91M | 0.01% |
208,543
-26,860
| -11% | -$798K |
|
980
Criteo
CRTO
$1.05B
| $5.89M | 0.01% |
166,292
-16,286
| -9% | -$633K |
|
981
ICICI Bank
IBN
$107B
| $5.85M | 0.01% |
185,755
-17,743
| -9% | -$515K |
|
982
Huntington Bancshares
HBAN
$34.7B
| $5.85M | 0.01% |
390,043
+14,153
| +4% | +$228K |
|
983
Stride
LRN
$3.83B
| $5.82M | 0.01% |
45,999
-26,606
| -37% | -$3.36M |
|
984
Northern Trust
NTRS
$22.4B
| $5.81M | 0.01% |
58,939
+582
| +1% | +$61.8K |
|
985
Graphic Packaging
GPK
$3.3B
| $5.81M | 0.01% |
223,955
+446
| +0.2% | +$11.9K |
|
986
iShares Global Tech ETF
IXN
$8.27B
| $5.75M | 0.01% |
75,908
+5,680
| +8% | +$470K |
|
987
Zimmer Biomet
ZBH
$17.8B
| $5.74M | 0.01% |
50,739
-2,915
| -5% | -$312K |
|
988
Goldman Sachs JUST US Large Cap Equity ETF
JUST
$553M
| $5.74M | 0.01% |
72,202
+10,741
| +17% | +$899K |
|
|
LB
989
LandBridge Co
LB
$2.1B
| $5.74M | 0.01% |
79,804
+15,770
| +25% | +$1.12M |
|
990
Innovator US Equity Power Buffer ETF January
PJAN
$1.43B
| $5.72M | 0.01% |
137,940
+14,860
| +12% | +$630K |
|
991
Alpha Architect 1-3 Month Box ETF
BOXX
$13.1B
| $5.71M | 0.01% |
51,241
-23
| -0% | -$2.55K |
|
992
PIMCO Dynamic Income Fund
PDI
$7.33B
| $5.71M | 0.01% |
288,375
+9,697
| +3% | +$189K |
|
993
Bright Horizons
BFAM
$4.1B
| $5.7M | 0.01% |
44,896
+17
| +0% | +$2.09K |
|
994
Main Street Capital
MAIN
$5B
| $5.69M | 0.01% |
100,611
-4,105
| -4% | -$244K |
|
995
Vanguard Russell 2000 Growth ETF
VTWG
$1.48B
| $5.68M | 0.01% |
30,457
-3,091
| -9% | -$637K |
|
996
Casey's General Stores
CASY
$31.6B
| $5.68M | 0.01% |
13,077
-582
| -4% | -$239K |
|
997
Skyworks Solutions
SWKS
$9.54B
| $5.66M | 0.01% |
87,618
-27,535
| -24% | -$2.1M |
|
998
HP
HPQ
$24.3B
| $5.66M | 0.01% |
204,433
+13,351
| +7% | +$422K |
|
999
Sony
SONY
$131B
| $5.59M | 0.01% |
220,230
-4,393
| -2% | -$102K |
|
1000
Innovator US Equity Power Buffer ETF February
PFEB
$911M
| $5.59M | 0.01% |
156,084
+47,324
| +44% | +$1.74M |
|
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.