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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 | |
|---|---|---|---|---|---|---|
1676
Invesco BulletShares 2027 Municipal Bond ETF
BSMR
$344M
| $1.51M | ﹤0.01% |
64,229
+3,853
| +6% | +$91.1K |
|
1677
Workiva
WK
$3.28B
| $1.51M | ﹤0.01% |
19,911
-1,850
| -9% | -$175K |
|
1678
Pinterest
PINS
$13.6B
| $1.51M | ﹤0.01% |
48,716
-8,714
| -15% | -$295K |
|
1679
T. Rowe Price Small-Mid Cap ETF
TMSL
$2.75B
| $1.51M | ﹤0.01% |
49,505
+10,554
| +27% | +$343K |
|
1680
Chemed
CHE
$6.87B
| $1.51M | ﹤0.01% |
2,452
+145
| +6% | +$82.4K |
|
1681
Globalstar
GSAT
$10.2B
| $1.51M | ﹤0.01% |
72,264
+1,326
| +2% | +$32.1K |
|
1682
Invesco China Technology ETF
CQQQ
$3B
| $1.51M | ﹤0.01% |
34,009
+129
| +0.4% | +$5.68K |
|
|
SF
1683
Stifel
SF
$12.8B
| $1.51M | ﹤0.01% |
23,979
+10,813
| +82% | +$762K |
|
1684
monday.com
MNDY
$3.68B
| $1.51M | ﹤0.01% |
6,192
-1,836
| -23% | -$485K |
|
1685
Tyson Foods
TSN
$21.5B
| $1.5M | ﹤0.01% |
23,561
+1,483
| +7% | +$87.1K |
|
1686
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
$265M
| $1.5M | ﹤0.01% |
31,793
-5,769
| -15% | -$286K |
|
1687
Aegon
AEG
$13.6B
| $1.49M | ﹤0.01% |
226,657
-25,086
| -10% | -$160K |
|
1688
Sunoco
SUN
$14.4B
| $1.49M | ﹤0.01% |
25,719
+52
| +0.2% | +$2.94K |
|
1689
Jefferies Financial Group
JEF
$13.2B
| $1.49M | ﹤0.01% |
27,844
-3,068
| -10% | -$208K |
|
|
EXK
1690
Endeavour Silver
EXK
$2.29B
| $1.49M | ﹤0.01% |
349,001
+191,800
| +122% | +$771K |
|
1691
Bitwise Bitcoin ETF
BITB
$2.45B
| $1.49M | ﹤0.01% |
33,167
-1,750
| -5% | -$88.7K |
|
1692
Bio-Rad Laboratories Class A
BIO
$8.86B
| $1.48M | ﹤0.01% |
6,079
-171
| -3% | -$51.4K |
|
1693
Hess Midstream
HESM
$5.13B
| $1.48M | ﹤0.01% |
34,997
+8,792
| +34% | +$359K |
|
1694
Invesco California AMT-Free Municipal Bond ETF
PWZ
$1.15B
| $1.48M | ﹤0.01% |
61,990
+5,088
| +9% | +$124K |
|
1695
Brookfield Renewable
BEP
$9.7B
| $1.48M | ﹤0.01% |
66,649
+18,095
| +37% | +$404K |
|
1696
Elastic
ESTC
$6.46B
| $1.48M | ﹤0.01% |
16,571
+11,074
| +201% | +$1.15M |
|
1697
State Street SPDR S&P Health Care Equipment ETF
XHE
$161M
| $1.48M | ﹤0.01% |
17,961
-19
| -0.1% | -$1.7K |
|
|
TGNA
1698
DELISTED
TEGNA Inc
TGNA
| $1.48M | ﹤0.01% |
80,984
+5,150
| +7% | +$93.2K |
|
1699
Rubrik
RBRK
$14.7B
| $1.48M | ﹤0.01% |
24,190
+1,310
| +6% | +$89.4K |
|
1700
Akamai
AKAM
$16.3B
| $1.47M | ﹤0.01% |
18,265
+2,779
| +18% | +$249K |
|
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.