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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 | |
|---|---|---|---|---|---|---|
|
UFOX
1476
Defiance Space and Connective Tech ETF
UFOX
$825M
| $2.17M | ﹤0.01% |
51,024
-270
| -0.5% | -$12.8K |
|
1477
iShares Micro-Cap ETF
IWC
$1.45B
| $2.16M | ﹤0.01% |
19,460
+284
| +1% | +$35.4K |
|
1478
UDR
UDR
$12.7B
| $2.16M | ﹤0.01% |
47,759
+1,934
| +4% | +$82.8K |
|
1479
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.74B
| $2.15M | ﹤0.01% |
40,418
-2,083
| -5% | -$115K |
|
|
PR
1480
Permian Resources
PR
$16.5B
| $2.15M | ﹤0.01% |
155,304
+4,708
| +3% | +$67.4K |
|
1481
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.84B
| $2.15M | ﹤0.01% |
51,061
+2,312
| +5% | +$96.3K |
|
1482
SoFi Technologies
SOFI
$21.5B
| $2.15M | ﹤0.01% |
184,483
-17,869
| -9% | -$258K |
|
|
NVMI
1483
Nova
NVMI
$12.8B
| $2.13M | ﹤0.01% |
11,580
+840
| +8% | +$194K |
|
1484
Bank of Montreal
BMO
$127B
| $2.12M | ﹤0.01% |
22,228
-68
| -0.3% | -$6.72K |
|
1485
Edison International
EIX
$30.7B
| $2.12M | ﹤0.01% |
35,954
-3,978
| -10% | -$229K |
|
1486
Royce Value Trust
RVT
$2.22B
| $2.11M | ﹤0.01% |
148,264
+4,011
| +3% | +$62.2K |
|
1487
Omega Healthcare
OHI
$15.4B
| $2.1M | ﹤0.01% |
55,169
-9,691
| -15% | -$361K |
|
1488
SiTime
SITM
$14.7B
| $2.1M | ﹤0.01% |
13,730
+1,562
| +13% | +$300K |
|
1489
Robinhood
HOOD
$83.3B
| $2.09M | ﹤0.01% |
50,264
+3,032
| +6% | +$144K |
|
1490
AvePoint
AVPT
$2.74B
| $2.08M | ﹤0.01% |
144,179
+5,861
| +4% | +$98.5K |
|
1491
FT Vest US Equity Buffer ETF January
FJAN
$1.42B
| $2.08M | ﹤0.01% |
+46,906
| New | +$2.15M |
|
|
NQP
1492
DELISTED
Nuveen Pennsylvania Quality Municipal Income Fund
NQP
| $2.08M | ﹤0.01% |
185,242
-1,073
| -0.6% | -$12.3K |
|
1493
Alcon
ALC
$33.7B
| $2.07M | ﹤0.01% |
21,867
-7,932
| -27% | -$712K |
|
1494
BJs Wholesale Club
BJ
$12.4B
| $2.07M | ﹤0.01% |
18,142
-17
| -0.1% | -$1.75K |
|
1495
State Street SPDR S&P Emerging Asia Pacific ETF
GMF
$417M
| $2.07M | ﹤0.01% |
17,886
-1,009
| -5% | -$118K |
|
1496
Construction Partners
ROAD
$6.03B
| $2.06M | ﹤0.01% |
28,713
-818
| -3% | -$64.5K |
|
1497
National Grid
NGG
$81.3B
| $2.06M | ﹤0.01% |
32,827
-1,447
| -4% | -$85K |
|
1498
Atlanta Braves Holdings Series B
BATRK
$3.27B
| $2.06M | ﹤0.01% |
51,530
-4,525
| -8% | -$177K |
|
1499
Pinduoduo
PDD
$122B
| $2.06M | ﹤0.01% |
17,395
+7,932
| +84% | +$910K |
|
1500
VictoryShares Free Cash Flow ETF
VFLO
$8.87B
| $2.06M | ﹤0.01% |
60,028
+378
| +0.6% | +$13.3K |
|
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.