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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
ON icon
1576
ON Semiconductor
ON
$32.8B
$1.79M ﹤0.01%
43,996
-2,001
-4% -$101K
CPT icon
1577
Camden Property Trust
CPT
$11.4B
$1.79M ﹤0.01%
14,638
-47,153
-76% -$5.54M
RNR icon
1578
RenaissanceRe
RNR
$13.9B
$1.79M ﹤0.01%
7,444
-131
-2% -$31.7K
JHML icon
1579
John Hancock Multifactor Large Cap ETF
JHML
$1.16B
$1.79M ﹤0.01%
26,489
+3,120
+13% +$219K
TUA icon
1580
Simplify Short Term Treasury Futures Strategy ETF
TUA
$696M
$1.78M ﹤0.01%
81,240
+49,091
+153% +$1.05M
BEPC icon
1581
Brookfield Renewable
BEPC
$5.93B
$1.78M ﹤0.01%
63,764
+2,331
+4% +$63.9K
NAUG
1582
Innovator Growth-100 Power Buffer ETF - August
NAUG
$38.2M
$1.77M ﹤0.01%
71,217
– –
EXE
1583
Expand Energy Corp
EXE
$21.2B
$1.77M ﹤0.01%
15,886
-2,423
-13% -$252K
WD icon
1584
Walker & Dunlop
WD
$1.75B
$1.77M ﹤0.01%
20,688
+850
+4% +$76.1K
SPHD icon
1585
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.42B
$1.77M ﹤0.01%
35,156
+1,008
+3% +$49.6K
WDFC icon
1586
WD-40
WDFC
$3.08B
$1.76M ﹤0.01%
7,231
+534
+8% +$126K
TPYP icon
1587
Tortoise North American Pipeline ETF
TPYP
$868M
$1.76M ﹤0.01%
48,493
-25,252
-34% -$900K
MARA icon
1588
Marathon Digital Holdings
MARA
$4.34B
$1.76M ﹤0.01%
153,153
-8,707
-5% -$139K
AMJB icon
1589
Alerian MLP Index ETNs due January 28 2044
AMJB
$855M
$1.76M ﹤0.01%
54,193
+62
+0.1% +$1.99K
EMBJ
1590
Embraer S.A. ADS
EMBJ
$12.3B
$1.76M ﹤0.01%
38,077
-3,445
-8% -$153K
JKHY icon
1591
Jack Henry & Associates
JKHY
$11.2B
$1.75M ﹤0.01%
9,579
+730
+8% +$127K
IBMS
1592
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
$313M
$1.74M ﹤0.01%
68,599
+38,297
+126% +$977K
LAZ icon
1593
Lazard
LAZ
$4.21B
$1.73M ﹤0.01%
40,032
-333
-0.8% -$16.6K
BLDR icon
1594
Builders FirstSource
BLDR
$7.93B
$1.73M ﹤0.01%
13,848
-9,840
-42% -$1.43M
SNAP icon
1595
Snap
SNAP
$8.02B
$1.73M ﹤0.01%
198,405
+171,955
+650% +$1.79M
UCB
1596
United Community Banks
UCB
$4.27B
$1.73M ﹤0.01%
61,421
-73,965
-55% -$2.31M
GWRE icon
1597
Guidewire Software
GWRE
$13.3B
$1.73M ﹤0.01%
9,212
+456
+5% +$88.6K
PSFF icon
1598
Pacer Swan SOS Fund of Funds ETF
PSFF
$589M
$1.72M ﹤0.01%
60,416
+414
+0.7% +$12.2K
NJAN icon
1599
Innovator Growth-100 Power Buffer ETF January
NJAN
$348M
$1.72M ﹤0.01%
37,189
+27,882
+300% +$1.34M
AOCT
1600
Innovator Equity Defined Protection ETF - 2 Yr to October 2026
AOCT
$49.5M
$1.72M ﹤0.01%
69,453
– –
62 63
64
65 66

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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.