HighTower Advisors Portfolio holdings
AUM
$91.4B
1-Year Est. Return
20.24%
This Fund
S&P 500
1 Year Est. Return
+20.24%
AUM
$88.1B
AUM Growth
+$8.24B
(+10%)
Holding
3,841
Top Buys
| 1 | +$147M | |
| 2 | +$111M | |
| 3 | +$102M | |
| 4 |
PepsiCo
PEP
|
+$76.6M |
| 5 |
WisdomTree US Quality Growth Fund
QGRW
|
+$72.1M |
Top Sells
| 1 | +$168M | |
| 2 | +$93.5M | |
| 3 | +$82M | |
| 4 |
Hartford Municipal Opportunities ETF
HMOP
|
+$38.7M |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
+$35.6M |
Sector Composition
| 1 | Technology | 13.98% |
| 2 | Financials | 9.69% |
| 3 | Consumer Discretionary | 5.72% |
| 4 | Healthcare | 4.98% |
| 5 | Industrials | 4.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Palantir
PLTR
$378B
| $123M | 0.14% |
672,835
-11,084
|
|
||
152
Starbucks
SBUX
$105B
| $122M | 0.14% |
1,445,579
+31,697
|
|
||
153
Occidental Petroleum
OXY
$60.9B
| $122M | 0.14% |
2,574,341
+16,056
|
|
||
154
iShares Russell 3000 ETF
IWV
$17.2B
| $122M | 0.14% |
320,850
+16,741
|
|
||
155
Uber
UBER
$150B
| $121M | 0.14% |
1,231,831
+157,066
|
|
||
156
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$10.2B
| $119M | 0.14% |
3,127,052
+528,572
|
|
||
157
Sempra
SRE
$62.1B
| $119M | 0.13% |
1,318,918
-18,354
|
|
||
158
LyondellBasell Industries
LYB
$24.6B
| $118M | 0.13% |
2,409,446
+183,445
|
|
||
159
Vanguard Mega Cap Value ETF
MGV
$11.3B
| $118M | 0.13% |
856,285
-25,365
|
|
||
160
Moody's
MCO
$76.4B
| $118M | 0.13% |
247,347
-15,347
|
|
||
161
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$7.71B
| $118M | 0.13% |
3,674,002
-10,935
|
|
||
162
Accenture
ACN
$118B
| $117M | 0.13% |
476,409
-24,901
|
|
||
163
Vanguard Short-Term Treasury ETF
VGSH
$27.8B
| $117M | 0.13% |
1,994,135
+91,429
|
|
||
164
ASML
ASML
$537B
| $114M | 0.13% |
118,215
+401
|
|
||
165
Salesforce
CRM
$170B
| $111M | 0.13% |
469,335
+57,910
|
|
||
166
Dimensional US Targeted Value ETF
DFAT
$12.7B
| $109M | 0.12% |
1,870,666
-24,537
|
|
||
167
Kenvue
KVUE
$33.4B
| $108M | 0.12% |
6,659,603
+1,169,383
|
|
||
168
VictoryShares Free Cash Flow ETF
VFLO
$8.09B
| $107M | 0.12% |
2,857,239
+1,193,452
|
|
||
169
Public Storage
PSA
$46.3B
| $107M | 0.12% |
369,203
+1,699
|
|
||
170
Williams Companies
WMB
$90.7B
| $106M | 0.12% |
1,681,066
+338,507
|
|
||
171
VICI Properties
VICI
$29B
| $106M | 0.12% |
3,258,010
+1,067,889
|
|
||
172
WisdomTree US Value Fund
WTV
$2.53B
| $105M | 0.12% |
1,157,184
+490,941
|
|
||
173
Deere & Co
DE
$157B
| $105M | 0.12% |
230,184
+6,831
|
|
||
174
GE Vernova
GEV
$254B
| $105M | 0.12% |
170,806
+6,645
|
|
||
175
Pacer US Cash Cows 100 ETF
COWZ
$18.2B
| $105M | 0.12% |
1,826,720
-53,423
|
|