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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 | |
|---|---|---|---|---|---|---|
1426
Monolithic Power Systems
MPWR
$63B
| $2.4M | ﹤0.01% |
4,136
-2,070
| -33% | -$1.3M |
|
|
PSTL
1427
Postal Realty Trust
PSTL
$713M
| $2.39M | ﹤0.01% |
167,518
-4,864
| -3% | -$65.4K |
|
|
CWAN
1428
DELISTED
Clearwater Analytics
CWAN
| $2.39M | ﹤0.01% |
89,014
-8,545
| -9% | -$240K |
|
1429
Amcor
AMCR
$21.6B
| $2.39M | ﹤0.01% |
49,178
-483
| -1% | -$23.8K |
|
1430
Franklin Resources
BEN
$17.3B
| $2.37M | ﹤0.01% |
123,280
+10,596
| +9% | +$212K |
|
1431
iShares MSCI Sweden ETF
EWD
$536M
| $2.37M | ﹤0.01% |
56,236
-4,090
| -7% | -$172K |
|
1432
Raymond James Financial
RJF
$34B
| $2.37M | ﹤0.01% |
17,035
-808
| -5% | -$125K |
|
1433
Reddit
RDDT
$34.4B
| $2.37M | ﹤0.01% |
22,549
-7,826
| -26% | -$1.29M |
|
1434
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.41B
| $2.36M | ﹤0.01% |
13,617
-194
| -1% | -$37.3K |
|
1435
ARK 21Shares Bitcoin ETF
ARKB
$2.43B
| $2.36M | ﹤0.01% |
86,190
-2,352
| -3% | -$72.9K |
|
1436
Invesco S&P MidCap Momentum ETF
XMMO
$7.15B
| $2.36M | ﹤0.01% |
20,746
-41,926
| -67% | -$5.17M |
|
1437
Crescent Capital BDC
CCAP
$412M
| $2.35M | ﹤0.01% |
137,366
+702
| +0.5% | +$13.1K |
|
1438
iShares US Home Construction ETF
ITB
$2.41B
| $2.35M | ﹤0.01% |
24,641
-26,573
| -52% | -$2.7M |
|
|
UDEC
1439
Innovator US Equity Ultra Buffer ETF December
UDEC
$248M
| $2.34M | ﹤0.01% |
68,228
+44,012
| +182% | +$1.55M |
|
1440
Liberty All-Star Equity Fund
USA
$1.79B
| $2.33M | ﹤0.01% |
356,206
+24,573
| +7% | +$170K |
|
|
MMU
1441
Western Asset Managed Municipals Fund
MMU
$549M
| $2.33M | ﹤0.01% |
226,368
-18,824
| -8% | -$195K |
|
1442
FlexShares International Quality Dividend Index Fund
IQDF
$1.13B
| $2.33M | ﹤0.01% |
93,403
+1,408
| +2% | +$34.5K |
|
1443
State Street SPDR S&P 500 ESG ETF
EFIV
$982M
| $2.31M | ﹤0.01% |
43,250
-3,462
| -7% | -$195K |
|
1444
BlackRock Intermediate Muni Income Bond ETF
INMU
$541M
| $2.31M | ﹤0.01% |
97,734
-4,966
| -5% | -$118K |
|
1445
Federal Agricultural Mortgage
AGM
$2.31B
| $2.31M | ﹤0.01% |
12,304
+5
| +0% | +$981 |
|
1446
West Pharmaceutical
WST
$23.7B
| $2.28M | ﹤0.01% |
10,187
-163
| -2% | -$44.9K |
|
1447
Invesco Senior Loan ETF
BKLN
$6.97B
| $2.28M | ﹤0.01% |
110,090
+11,366
| +12% | +$238K |
|
1448
Calamos Strategic Total Return Fund
CSQ
$3.19B
| $2.28M | ﹤0.01% |
140,824
+4,865
| +4% | +$85.3K |
|
1449
Invesco BuyBack Achievers ETF
PKW
$1.73B
| $2.28M | ﹤0.01% |
20,207
+16
| +0.1% | +$1.86K |
|
1450
Vodafone
VOD
$37.7B
| $2.27M | ﹤0.01% |
242,690
-35,770
| -13% | -$314K |
|
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.