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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 | |
|---|---|---|---|---|---|---|
1451
WisdomTree US High Dividend Fund
DHS
$1.59B
| $2.27M | ﹤0.01% |
22,885
+974
| +4% | +$94.1K |
|
1452
Perimeter Solutions
PRM
$5.69B
| $2.27M | ﹤0.01% |
224,964
+31
| +0% | +$348 |
|
1453
J. Jill
JILL
$278M
| $2.26M | ﹤0.01% |
115,724
-1,992
| -2% | -$47.7K |
|
1454
Super Micro Computer
SMCI
$18.4B
| $2.26M | ﹤0.01% |
65,969
+6,319
| +11% | +$240K |
|
1455
Sensient Technologies
SXT
$5.3B
| $2.24M | ﹤0.01% |
30,121
-208
| -0.7% | -$15.1K |
|
1456
iShares Emerging Markets Equity Factor ETF
EMGF
$1.77B
| $2.24M | ﹤0.01% |
47,903
-2,071
| -4% | -$96.2K |
|
1457
iShares Global 100 ETF
IOO
$8.72B
| $2.24M | ﹤0.01% |
23,262
-127
| -0.5% | -$12.8K |
|
1458
IAMGOLD
IAG
$8.24B
| $2.23M | ﹤0.01% |
+357,302
| New | +$2.11M |
|
1459
Hanover Insurance
THG
$7.84B
| $2.23M | ﹤0.01% |
12,838
+1,492
| +13% | +$242K |
|
1460
Nuveen New York Quality Municipal Income Fund
NAN
$371M
| $2.23M | ﹤0.01% |
195,979
+908
| +0.5% | +$10.5K |
|
1461
Lamb Weston
LW
$7.51B
| $2.23M | ﹤0.01% |
41,830
-1,748
| -4% | -$99K |
|
|
XRLV
1462
DELISTED
Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
XRLV
| $2.23M | ﹤0.01% |
39,370
-70
| -0.2% | -$3.83K |
|
1463
Invesco CEF Income Composite ETF
PCEF
$795M
| $2.22M | ﹤0.01% |
117,965
-58,750
| -33% | -$1.14M |
|
1464
Norwegian Cruise Line
NCLH
$9.74B
| $2.22M | ﹤0.01% |
117,024
+31,861
| +37% | +$767K |
|
1465
AptarGroup
ATR
$8.8B
| $2.22M | ﹤0.01% |
14,937
-297
| -2% | -$44.7K |
|
1466
First Financial Bankshares
FFIN
$5.05B
| $2.2M | ﹤0.01% |
61,243
-851
| -1% | -$31.2K |
|
1467
State Street SPDR S&P Software & Services ETF
XSW
$436M
| $2.2M | ﹤0.01% |
13,755
-25
| -0.2% | -$4.56K |
|
1468
Rayonier
RYN
$6.64B
| $2.19M | ﹤0.01% |
82,534
+12,713
| +18% | +$322K |
|
1469
Pultegroup
PHM
$25.7B
| $2.19M | ﹤0.01% |
21,256
+748
| +4% | +$80.8K |
|
|
IBTP
1470
iShares iBonds Dec 2034 Term Treasury ETF
IBTP
$280M
| $2.18M | ﹤0.01% |
85,000
+11,144
| +15% | +$280K |
|
1471
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.94B
| $2.18M | ﹤0.01% |
30,545
-504
| -2% | -$38.4K |
|
1472
Guardant Health
GH
$19B
| $2.18M | ﹤0.01% |
51,107
+469
| +0.9% | +$20.2K |
|
1473
ClearBridge Large Cap Growth Select ETF
LRGE
$371M
| $2.18M | ﹤0.01% |
31,186
+2,628
| +9% | +$197K |
|
1474
StepStone Group
STEP
$3.65B
| $2.17M | ﹤0.01% |
41,631
-8,854
| -18% | -$521K |
|
1475
Western Alliance Bancorporation
WAL
$9.13B
| $2.17M | ﹤0.01% |
28,242
+11,492
| +69% | +$965K |
|
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.