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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
VTWV icon
1351
Vanguard Russell 2000 Value ETF
VTWV
$1.3B
$2.71M ﹤0.01%
20,345
-859
-4% -$122K
AA icon
1352
Alcoa
AA
$11.7B
$2.71M ﹤0.01%
88,736
-15,866
-15% -$556K
ARM icon
1353
Arm
ARM
$261B
$2.7M ﹤0.01%
25,321
-14,681
-37% -$2.05M
EJAN icon
1354
Innovator Emerging Markets Power Buffer ETF January
EJAN
$144M
$2.7M ﹤0.01%
89,411
+28,365
+46% +$851K
XAR icon
1355
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.08B
$2.7M ﹤0.01%
16,800
+2,475
+17% +$416K
EQNR icon
1356
Equinor
EQNR
$90.9B
$2.7M ﹤0.01%
102,047
-749
-0.7% -$18.2K
EWN icon
1357
iShares MSCI Netherlands ETF
EWN
$557M
$2.69M ﹤0.01%
57,555
-20,481
-26% -$966K
COHR icon
1358
Coherent
COHR
$47.6B
$2.69M ﹤0.01%
41,415
+2,085
+5% +$173K
SCHI icon
1359
Schwab 5-10 Year Corporate Bond ETF
SCHI
$11.5B
$2.68M ﹤0.01%
119,451
+11,643
+11% +$259K
OILK icon
1360
ProShares K-1 Free Crude Oil Strategy ETF
OILK
$200M
$2.68M ﹤0.01%
61,436
-41,793
-40% -$1.83M
CHRW icon
1361
C.H. Robinson
CHRW
$20B
$2.68M ﹤0.01%
26,138
-3,973
-13% -$402K
GNMA icon
1362
iShares GNMA Bond ETF
GNMA
$425M
$2.66M ﹤0.01%
60,582
-133
-0.2% -$5.76K
TXUE
1363
Thornburg International Equity ETF
TXUE
$529M
$2.66M ﹤0.01%
+100,698
New +$2.62M
CCL icon
1364
Carnival Corporation Ltd
CCL
$38.7B
$2.65M ﹤0.01%
135,606
+5,565
+4% +$132K
EEFT icon
1365
Euronet Worldwide
EEFT
$3.15B
$2.64M ﹤0.01%
24,691
-1,192
-5% -$121K
VCLT icon
1366
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.91B
$2.63M ﹤0.01%
34,705
+11,154
+47% +$842K
IVLU icon
1367
iShares MSCI Intl Value Factor ETF
IVLU
$4.34B
$2.63M ﹤0.01%
86,646
+10,956
+14% +$319K
REZ icon
1368
iShares Residential and Multisector Real Estate ETF
REZ
$906M
$2.62M ﹤0.01%
30,336
+22,138
+270% +$1.85M
FIW icon
1369
First Trust Water ETF
FIW
$1.9B
$2.62M ﹤0.01%
25,998
+1,602
+7% +$166K
PBH icon
1370
Prestige Consumer Healthcare
PBH
$2.45B
$2.61M ﹤0.01%
30,364
-1,302
-4% -$107K
UMAR icon
1371
Innovator US Equity Ultra Buffer ETF March
UMAR
$192M
$2.6M ﹤0.01%
+73,185
New +$2.64M
FXN icon
1372
First Trust Energy AlphaDEX Fund
FXN
$371M
$2.6M ﹤0.01%
157,301
-2,195
-1% -$36.7K
GSEW icon
1373
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$1.91B
$2.6M ﹤0.01%
34,142
-200
-0.6% -$15.7K
LECO icon
1374
Lincoln Electric
LECO
$14.6B
$2.59M ﹤0.01%
13,685
+2,195
+19% +$431K
GMOV
1375
GMO US Value ETF
GMOV
$102M
$2.59M ﹤0.01%
+105,418
New +$2.64M
53 54
55
56 57

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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.