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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
+0.88%
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
$73.1B
AUM Growth
+$3.13B
Cap. Flow
+$6.15B
Cap. Flow %
8.41%
Top 10 Hldgs %
19.29%
Holding
4,120
New
390
Increased
1,802
Reduced
1,391
Closed
320

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$2.14B
2
SN icon
SharkNinja
SN
+$220M
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$145M
4
AAPL icon
Apple
AAPL
+$101M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$88.7M

Top Sells

Rank Stock Value
1
TTGT icon
TechTarget
TTGT
+$32.9M
2
VTI icon
Vanguard Total Stock Market ETF
VTI
+$29.7M
3
LYB icon
LyondellBasell Industries
LYB
+$25.1M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$24.7M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$24.5M

Sector Composition

Rank Sector Weight
1 Technology 14.15%
2 Financials 10.6%
3 Consumer Discretionary 6.93%
4 Healthcare 5.42%
5 Industrials 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OMFL icon
1426
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.74B
$2.3M ﹤0.01%
42,501
+4,822
+13% +$263K
ETHE
1427
Grayscale Ethereum Staking ETF Shares
ETHE
$1.56B
$2.29M ﹤0.01%
81,649
-4,129
-5% -$107K
BEN icon
1428
Franklin Resources
BEN
$17.3B
$2.29M ﹤0.01%
112,684
-183,054
-62% -$3.86M
XOP icon
1429
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.42B
$2.28M ﹤0.01%
17,254
-1,686
-9% -$231K
AVPT icon
1430
AvePoint
AVPT
$2.74B
$2.28M ﹤0.01%
138,318
-69,195
-33% -$1.05M
BSEP icon
1431
Innovator US Equity Buffer ETF September
BSEP
$216M
$2.28M ﹤0.01%
53,206
-110
-0.2% -$4.71K
BG icon
1432
Bunge Global
BG
$22.8B
$2.28M ﹤0.01%
29,315
-10,301
-26% -$904K
RVT icon
1433
Royce Value Trust
RVT
$2.22B
$2.28M ﹤0.01%
144,253
+7,985
+6% +$127K
HYLB icon
1434
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.51B
$2.28M ﹤0.01%
63,146
-21,209
-25% -$773K
IAI icon
1435
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.38B
$2.27M ﹤0.01%
15,784
-138
-0.9% -$19.7K
GSBD icon
1436
Goldman Sachs BDC
GSBD
$995M
$2.27M ﹤0.01%
187,695
-128,254
-41% -$1.68M
EMGF icon
1437
iShares Emerging Markets Equity Factor ETF
EMGF
$1.78B
$2.26M ﹤0.01%
49,974
-3,231
-6% -$155K
IAGG icon
1438
iShares Core International Aggregate Bond Fund
IAGG
$10.9B
$2.25M ﹤0.01%
45,132
+2,224
+5% +$115K
EWD icon
1439
iShares MSCI Sweden ETF
EWD
$536M
$2.25M ﹤0.01%
60,326
+789
+1% +$31.3K
PSTL
1440
Postal Realty Trust
PSTL
$712M
$2.25M ﹤0.01%
172,382
-2,836
-2% -$39.8K
GLTR icon
1441
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.45B
$2.25M ﹤0.01%
20,464
+12,170
+147% +$1.39M
SGI
1442
Somnigroup International
SGI
$15.1B
$2.24M ﹤0.01%
39,592
+1,046
+3% +$55.8K
FFIN icon
1443
First Financial Bankshares
FFIN
$5.05B
$2.24M ﹤0.01%
62,094
+749
+1% +$29.1K
SYF icon
1444
Synchrony
SYF
$25.1B
$2.24M ﹤0.01%
34,390
+7,479
+28% +$458K
PGX icon
1445
Invesco Preferred ETF
PGX
$3.81B
$2.23M ﹤0.01%
193,790
+90,147
+87% +$1.08M
PHM icon
1446
Pultegroup
PHM
$25.7B
$2.23M ﹤0.01%
20,508
+645
+3% +$83.7K
NAN icon
1447
Nuveen New York Quality Municipal Income Fund
NAN
$371M
$2.22M ﹤0.01%
195,071
+1,400
+0.7% +$16.2K
ILCG icon
1448
iShares Morningstar Growth ETF
ILCG
$3.07B
$2.21M ﹤0.01%
24,613
+2,171
+10% +$192K
GSAT icon
1449
Globalstar
GSAT
$10.2B
$2.2M ﹤0.01%
70,938
+74
+0.1% +$1.83K
ISCG icon
1450
iShares Morningstar Small-Cap Growth ETF
ISCG
$975M
$2.2M ﹤0.01%
44,442
+335
+0.8% +$17.1K
56 57
58
59 60

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HighTower Advisors's Q4 2024 Portfolio in Review

As of Q4 2024, HighTower Advisors held 4,120 positions worth $73.1B, up 4.5% from $70B the previous quarter. Its ten largest holdings account for 19% of the portfolio.

HighTower Advisors deployed $6.15B of net new capital in Q4 2024, opening 390 new positions and adding to 1,802 existing holdings. Its largest new stake was Microsoft: 5,023,862 shares worth $2.12B.

By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 14% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was TechTarget, an estimated $32.9M trimmed.

  • HighTower Advisors's largest Q4 2024 buy was Microsoft: 5,023,862 shares worth $2.12B.
  • HighTower Advisors added most to SharkNinja in Q4 2024, an estimated $220M increase.
  • HighTower Advisors's biggest Q4 2024 reduction was TechTarget, cutting an estimated $32.9M.
  • HighTower Advisors fully exited Marathon Oil Corporation in Q4 2024, selling an estimated $12.6M.
  • HighTower Advisors's ten largest holdings make up 19% of its $73.1B portfolio in Q4 2024.
  • HighTower Advisors opened 390 new positions and closed 320 in Q4 2024.
  • HighTower Advisors's portfolio value rose 4.5% quarter-over-quarter to $73.1B.

Based on HighTower Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.