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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
MFG icon
1551
Mizuho Financial
MFG
$123B
$1.87M ﹤0.01%
338,814
+6,512
+2% +$35.8K
IPG
1552
DELISTED
Interpublic Group of Companies
IPG
$1.87M ﹤0.01%
68,718
-2,512
-4% -$68.9K
BWIN
1553
Baldwin Insurance Group
BWIN
$2.79B
$1.86M ﹤0.01%
+41,609
New +$1.69M
RHI icon
1554
Robert Half
RHI
$4.04B
$1.86M ﹤0.01%
34,086
-2,825
-8% -$172K
EWP icon
1555
iShares MSCI Spain ETF
EWP
$2.08B
$1.86M ﹤0.01%
48,793
-13,656
-22% -$477K
EWI icon
1556
iShares MSCI Italy ETF
EWI
$993M
$1.86M ﹤0.01%
43,836
-11,932
-21% -$479K
APOC
1557
Innovator Equity Defined Protection ETF - 6mo Apr/Oct
APOC
$69.9M
$1.85M ﹤0.01%
73,720
– –
FDUS icon
1558
Fidus Investment
FDUS
$766M
$1.85M ﹤0.01%
90,668
+2,683
+3% +$58.8K
GTY
1559
Getty Realty Corp
GTY
$2.12B
$1.84M ﹤0.01%
59,043
-4,157
-7% -$127K
PEN icon
1560
Penumbra
PEN
$12.6B
$1.84M ﹤0.01%
6,882
+902
+15% +$244K
ENPH icon
1561
Enphase Energy
ENPH
$4.79B
$1.84M ﹤0.01%
29,652
-26,032
-47% -$1.65M
FXR icon
1562
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$742M
$1.84M ﹤0.01%
26,408
– –
USHY icon
1563
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.2B
$1.83M ﹤0.01%
49,837
-223,734
-82% -$8.3M
WTFC icon
1564
Wintrust Financial
WTFC
$10.9B
$1.83M ﹤0.01%
16,297
+1,056
+7% +$131K
GDV icon
1565
Gabelli Dividend & Income Trust
GDV
$2.62B
$1.83M ﹤0.01%
75,876
-3,069
-4% -$75.4K
REGL icon
1566
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.78B
$1.83M ﹤0.01%
22,669
-494
-2% -$40.2K
SPYX icon
1567
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.73B
$1.83M ﹤0.01%
39,891
-1,183
-3% -$57.1K
CERY
1568
State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
CERY
$977M
$1.82M ﹤0.01%
65,649
+33,271
+103% +$900K
DOCS icon
1569
Doximity
DOCS
$3.85B
$1.82M ﹤0.01%
31,333
+2,649
+9% +$167K
USXF icon
1570
iShares ESG Advanced MSCI USA ETF
USXF
$1.4B
$1.82M ﹤0.01%
38,919
+9,435
+32% +$469K
OCSL icon
1571
Oaktree Specialty Lending
OCSL
$1.06B
$1.81M ﹤0.01%
117,983
-5,805
-5% -$91.1K
LSTR icon
1572
Landstar System
LSTR
$6.29B
$1.81M ﹤0.01%
12,039
-304
-2% -$49K
CSHI icon
1573
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
$1.52B
$1.8M ﹤0.01%
36,324
+6,764
+23% +$337K
IXC icon
1574
iShares Global Energy ETF
IXC
$2.68B
$1.79M ﹤0.01%
42,639
-23,857
-36% -$958K
KBWB icon
1575
Invesco KBW Bank ETF
KBWB
$6.9B
$1.79M ﹤0.01%
28,566
+22,703
+387% +$1.53M
61 62
63
64 65

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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.