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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
ISCB icon
1776
iShares Morningstar Small-Cap ETF
ISCB
$285M
$1.31M ﹤0.01%
24,215
-2,920
-11% -$170K
IVT icon
1777
InvenTrust Properties
IVT
$2.81B
$1.31M ﹤0.01%
44,548
-3,003
-6% -$88.5K
YANG icon
1778
Direxion Daily FTSE China Bear 3X ETF
YANG
$89M
$1.31M ﹤0.01%
+33,000
New +$1.7M
HYS icon
1779
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.75B
$1.31M ﹤0.01%
13,941
-5,029
-27% -$475K
TAK icon
1780
Takeda Pharmaceutical
TAK
$56B
$1.3M ﹤0.01%
87,745
-36,694
-29% -$514K
THO icon
1781
Thor Industries
THO
$4.13B
$1.3M ﹤0.01%
17,207
-3,713
-18% -$349K
DOX icon
1782
Amdocs
DOX
$5.83B
$1.3M ﹤0.01%
14,244
-1,130
-7% -$98.6K
JTEK icon
1783
JPMorgan US Tech Leaders ETF
JTEK
$4B
$1.3M ﹤0.01%
19,396
+320
+2% +$24.6K
BNOV icon
1784
Innovator US Equity Buffer ETF November
BNOV
$209M
$1.3M ﹤0.01%
33,944
+1,072
+3% +$42.3K
TNDM icon
1785
Tandem Diabetes Care
TNDM
$1.22B
$1.29M ﹤0.01%
67,168
+57,635
+605% +$1.69M
DB icon
1786
Deutsche Bank
DB
$67.6B
$1.28M ﹤0.01%
+53,865
New +$1.13M
BMI icon
1787
Badger Meter
BMI
$3.9B
$1.28M ﹤0.01%
6,725
+781
+13% +$163K
LNC icon
1788
Lincoln National
LNC
$8.19B
$1.27M ﹤0.01%
35,452
+2,608
+8% +$92.5K
INSW icon
1789
International Seaways
INSW
$4.63B
$1.27M ﹤0.01%
38,308
+11,430
+43% +$418K
MAT icon
1790
Mattel
MAT
$4.49B
$1.27M ﹤0.01%
65,419
+34,496
+112% +$684K
BALT icon
1791
Innovator Defined Wealth Shield ETF
BALT
$2.72B
$1.27M ﹤0.01%
40,417
+4,902
+14% +$155K
GWX icon
1792
State Street SPDR S&P International Small Cap ETF
GWX
$851M
$1.27M ﹤0.01%
39,660
+2,634
+7% +$84.4K
ITGR icon
1793
Integer Holdings
ITGR
$3.41B
$1.27M ﹤0.01%
10,730
-1,477
-12% -$193K
PFFA icon
1794
Virtus InfraCap US Preferred Stock ETF
PFFA
$2.44B
$1.26M ﹤0.01%
59,466
-39,963
-40% -$877K
FDG icon
1795
American Century Focused Dynamic Growth ETF
FDG
$380M
$1.26M ﹤0.01%
13,879
+1,671
+14% +$169K
BGRN icon
1796
iShares USD Green Bond ETF
BGRN
$498M
$1.26M ﹤0.01%
26,580
+1,473
+6% +$69.1K
RWR icon
1797
State Street SPDR Dow Jones REIT ETF
RWR
$1.91B
$1.26M ﹤0.01%
12,695
+2,327
+22% +$232K
BSTZ icon
1798
BlackRock Science and Technology Term Trust
BSTZ
$1.88B
$1.25M ﹤0.01%
70,712
+12,508
+21% +$255K
LDRC
1799
iShares iBonds 1-5 Year Corporate Ladder ETF
LDRC
$86.7M
$1.25M ﹤0.01%
+49,898
New +$1.25M
CET
1800
Central Securities Corp
CET
$1.56B
$1.25M ﹤0.01%
27,864
-2,326
-8% -$108K
70 71
72
73 74

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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.