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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
GBIL icon
1126
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.64B
$4.19M 0.01%
41,776
+7,182
+21% +$718K
CX icon
1127
Cemex
CX
$17.6B
$4.18M 0.01%
745,978
+19,560
+3% +$118K
ARGX icon
1128
argenx
ARGX
$55.6B
$4.18M 0.01%
7,064
-3,613
-34% -$2.28M
NRG icon
1129
NRG Energy
NRG
$28.8B
$4.17M 0.01%
43,659
+9
+0% +$910
BBVA icon
1130
Banco Bilbao Vizcaya Argentaria
BBVA
$147B
$4.17M 0.01%
305,980
+10,433
+4% +$130K
CSGP icon
1131
CoStar Group
CSGP
$11.9B
$4.16M 0.01%
52,506
-2,123
-4% -$162K
ETY icon
1132
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.26B
$4.13M 0.01%
289,667
-4,285
-1% -$64.3K
FNDA icon
1133
Schwab Fundamental US Small Company Index ETF
FNDA
$9.2B
$4.13M 0.01%
150,751
+4,685
+3% +$137K
DPZ icon
1134
Domino's
DPZ
$11.4B
$4.12M 0.01%
8,978
+510
+6% +$231K
FXF icon
1135
Invesco CurrencyShares Swiss Franc Trust
FXF
$409M
$4.12M 0.01%
41,049
+15,344
+60% +$1.52M
IBTM icon
1136
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$554M
$4.11M 0.01%
179,683
+48,308
+37% +$1.08M
ICSH icon
1137
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.06B
$4.11M 0.01%
81,090
-6,581
-8% -$333K
ACWV icon
1138
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.29B
$4.11M 0.01%
35,320
-873
-2% -$98.6K
INFL icon
1139
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.49B
$4.1M 0.01%
100,970
+7,278
+8% +$291K
JHSC icon
1140
John Hancock Multifactor Small Cap ETF
JHSC
$726M
$4.09M 0.01%
109,636
-2,439
-2% -$96.6K
CAG icon
1141
Conagra Brands
CAG
$7.29B
$4.08M 0.01%
153,056
+46,979
+44% +$1.21M
ACM icon
1142
Aecom
ACM
$9.12B
$4.08M 0.01%
43,998
+29,541
+204% +$3M
FTAI icon
1143
FTAI Aviation
FTAI
$22B
$4.07M 0.01%
36,617
-866
-2% -$102K
FIIG icon
1144
First Trust Intermediate Duration Investment Grade Corporate ETF
FIIG
$647M
$4.05M 0.01%
195,371
+13,620
+7% +$280K
WCC
1145
WESCO International
WCC
$16.5B
$4.03M 0.01%
25,918
-6,195
-19% -$1.11M
CWB icon
1146
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.57B
$3.99M 0.01%
52,075
+1,192
+2% +$94.2K
XBJL icon
1147
Innovator US Equity Accelerated 9 Buffer ETF July
XBJL
$73.7M
$3.99M 0.01%
117,923
– –
ESS icon
1148
Essex Property Trust
ESS
$18.7B
$3.98M 0.01%
12,990
+34
+0.3% +$9.93K
FREL icon
1149
Fidelity MSCI Real Estate Index ETF
FREL
$1.52B
$3.97M 0.01%
144,443
+4,880
+3% +$134K
CEF icon
1150
Sprott Physical Gold and Silver Trust
CEF
$7.49B
$3.95M 0.01%
138,978
-65,450
-32% -$1.73M
44 45
46
47 48

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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.