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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
LCTU icon
1601
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.2B
$1.72M ﹤0.01%
28,441
-1,431
-5% -$91.7K
EL icon
1602
Estee Lauder
EL
$30.7B
$1.72M ﹤0.01%
26,105
+962
+4% +$69.6K
ADC icon
1603
Agree Realty
ADC
$9.74B
$1.72M ﹤0.01%
22,261
-3,739
-14% -$274K
ONTO icon
1604
Onto Innovation
ONTO
$12B
$1.72M ﹤0.01%
14,153
+3,566
+34% +$600K
ILCG icon
1605
iShares Morningstar Growth ETF
ILCG
$3.06B
$1.71M ﹤0.01%
21,138
-3,475
-14% -$308K
PTLC icon
1606
Pacer Trendpilot US Large Cap ETF
PTLC
$3.24B
$1.71M ﹤0.01%
33,266
-147,474
-82% -$7.91M
DFEB icon
1607
FT Vest US Equity Deep Buffer ETF February
DFEB
$459M
$1.71M ﹤0.01%
40,545
+34,075
+527% +$1.46M
HIMU
1608
iShares High Yield Muni Active ETF
HIMU
$2.39B
$1.71M ﹤0.01%
+34,453
New +$1.72M
STEW
1609
SRH Total Return Fund
STEW
$1.79B
$1.7M ﹤0.01%
98,674
-5,386
-5% -$89.1K
NLY icon
1610
Annaly Capital Management
NLY
$17.4B
$1.7M ﹤0.01%
83,461
-47,413
-36% -$976K
FLS icon
1611
Flowserve
FLS
$9.38B
$1.69M ﹤0.01%
34,676
-1,183
-3% -$67.2K
JBTM
1612
JBT Marel
JBTM
$7.59B
$1.68M ﹤0.01%
13,773
+74
+0.5% +$9.37K
LXU icon
1613
LSB Industries
LXU
$822M
$1.68M ﹤0.01%
255,242
+50,525
+25% +$394K
PFM icon
1614
Invesco Dividend Achievers ETF
PFM
$799M
$1.67M ﹤0.01%
36,562
-492
-1% -$23K
IDU icon
1615
iShares US Utilities ETF
IDU
$1.39B
$1.67M ﹤0.01%
16,502
+583
+4% +$58.2K
SPYI icon
1616
NEOS S&P 500 High Income ETF
SPYI
$10.7B
$1.67M ﹤0.01%
34,911
-85
-0.2% -$4.29K
RBA icon
1617
RB Global
RBA
$21.7B
$1.66M ﹤0.01%
16,540
-682
-4% -$65.1K
XVV icon
1618
iShares ESG Screened S&P 500 ETF
XVV
$643M
$1.66M ﹤0.01%
38,746
+406
+1% +$18.4K
ZOCT
1619
Innovator Equity Defined Protection ETF - 1 Yr October
ZOCT
$105M
$1.66M ﹤0.01%
65,833
– –
OR icon
1620
OR Royalties Inc
OR
$5.52B
$1.65M ﹤0.01%
78,303
-5,467
-7% -$105K
TJAN
1621
Innovator Equity Defined Protection ETF - 2 Yr to January 2027
TJAN
$32.5M
$1.65M ﹤0.01%
+65,341
New +$1.67M
HII icon
1622
Huntington Ingalls Industries
HII
$11.8B
$1.65M ﹤0.01%
8,089
-494
-6% -$93.7K
GCOW icon
1623
Pacer Global Cash Cows Dividend ETF
GCOW
$3.4B
$1.65M ﹤0.01%
44,576
-4,325
-9% -$154K
HYBI
1624
NEOS Enhanced Income Credit Select ETF
HYBI
$219M
$1.65M ﹤0.01%
33,015
+1,877
+6% +$95.9K
BAX icon
1625
Baxter International
BAX
$12.6B
$1.64M ﹤0.01%
48,007
+1,629
+4% +$53.3K
63 64
65
66 67

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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.