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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
IVW icon
101
iShares S&P 500 Growth ETF
IVW
$72.5B
$165M 0.22%
1,778,980
-54,297
-3% -$5.47M
SYK icon
102
Stryker
SYK
$127B
$164M 0.22%
439,332
+7,000
+2% +$2.66M
GS icon
103
Goldman Sachs
GS
$313B
$163M 0.22%
298,198
+4,072
+1% +$2.45M
MS icon
104
Morgan Stanley
MS
$337B
$160M 0.22%
1,393,541
-19,137
-1% -$2.47M
SPG icon
105
Simon Property Group
SPG
$74.5B
$159M 0.22%
956,469
+20,990
+2% +$3.67M
SCHD icon
106
Schwab US Dividend Equity ETF
SCHD
$102B
$159M 0.22%
5,669,012
+431,525
+8% +$12M
VEU icon
107
Vanguard FTSE All-World ex-US ETF
VEU
$65.6B
$155M 0.21%
2,560,128
+70,513
+3% +$4.25M
VGIT icon
108
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.6B
$152M 0.21%
2,566,241
-13,525
-0.5% -$791K
XLK icon
109
State Street Technology Select Sector SPDR ETF
XLK
$115B
$152M 0.21%
1,472,472
+25,828
+2% +$2.93M
SPMD icon
110
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.2B
$152M 0.21%
2,964,212
+159,576
+6% +$8.7M
NFLX icon
111
Netflix
NFLX
$292B
$150M 0.2%
1,607,220
-41,750
-3% -$3.97M
IWB icon
112
iShares Russell 1000 ETF
IWB
$47.7B
$149M 0.2%
485,642
-745
-0.2% -$241K
LIN icon
113
Linde
LIN
$237B
$148M 0.2%
318,563
-8,873
-3% -$3.99M
AVUS icon
114
Avantis US Equity ETF
AVUS
$13.8B
$148M 0.2%
1,598,390
-18,095
-1% -$1.76M
VONG icon
115
Vanguard Russell 1000 Growth ETF
VONG
$42.5B
$147M 0.2%
1,589,524
+79,925
+5% +$8.12M
VTEB icon
116
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.1B
$145M 0.2%
2,927,533
+150,061
+5% +$7.51M
AZO icon
117
AutoZone
AZO
$48.3B
$145M 0.2%
38,092
-1,806
-5% -$6.23M
VGK icon
118
Vanguard FTSE Europe ETF
VGK
$30B
$145M 0.2%
2,064,572
+154,998
+8% +$10.7M
VBR icon
119
Vanguard Small-Cap Value ETF
VBR
$37.1B
$144M 0.2%
773,070
+76,483
+11% +$15.1M
DFIC icon
120
Dimensional International Core Equity 2 ETF
DFIC
$14.5B
$144M 0.19%
5,171,216
+295,446
+6% +$8.07M
MO icon
121
Altria Group
MO
$122B
$140M 0.19%
2,331,031
+975,506
+72% +$53.3M
GIS icon
122
General Mills
GIS
$19.2B
$138M 0.19%
2,307,173
+390,028
+20% +$23.4M
UNP icon
123
Union Pacific
UNP
$183B
$137M 0.19%
578,533
-31,055
-5% -$7.48M
TSM icon
124
TSMC
TSM
$2.09T
$136M 0.19%
821,594
+21,692
+3% +$4.22M
SO icon
125
Southern Company
SO
$110B
$136M 0.19%
1,482,393
-22,300
-1% -$1.93M
3 4
5
6 7

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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.