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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
KOCT icon
1801
Innovator US Small Cap Power Buffer ETF October
KOCT
$141M
$1.25M ﹤0.01%
42,801
– –
SOXL icon
1802
Direxion Daily Semiconductor Bull 3X ETF
SOXL
$16B
$1.25M ﹤0.01%
78,377
+64,779
+476% +$1.64M
EDD
1803
Morgan Stanley Emerging Markets Domestic Debt Fund
EDD
$378M
$1.25M ﹤0.01%
265,978
-13,365
-5% -$63K
NGL icon
1804
NGL Energy Partners
NGL
$1.87B
$1.25M ﹤0.01%
275,280
+245,000
+809% +$1.22M
CWT icon
1805
California Water Service
CWT
$3.14B
$1.25M ﹤0.01%
25,785
+2,580
+11% +$117K
WYNN icon
1806
Wynn Resorts
WYNN
$10.3B
$1.25M ﹤0.01%
14,963
+7,949
+113% +$678K
UTF icon
1807
Cohen & Steers Infrastructure Fund
UTF
$3.11B
$1.25M ﹤0.01%
48,851
+371
+0.8% +$9.07K
CSW
1808
CSW Industrials
CSW
$4.87B
$1.25M ﹤0.01%
4,276
+480
+13% +$156K
MSEX icon
1809
Middlesex Water
MSEX
$1.08B
$1.24M ﹤0.01%
19,412
+2,091
+12% +$114K
SUSC icon
1810
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.3B
$1.24M ﹤0.01%
53,843
+2,902
+6% +$66.4K
HLMN icon
1811
Hillman Solutions
HLMN
$1.6B
$1.24M ﹤0.01%
140,889
-3,274
-2% -$31.8K
KGC icon
1812
Kinross Gold
KGC
$28.1B
$1.23M ﹤0.01%
97,742
+85,483
+697% +$959K
NUDM icon
1813
Nuveen ESG International Developed Markets Equity ETF
NUDM
$696M
$1.23M ﹤0.01%
38,681
-486
-1% -$15.4K
CRUS icon
1814
Cirrus Logic
CRUS
$6.87B
$1.23M ﹤0.01%
12,354
-6,618
-35% -$682K
TMDX icon
1815
Transmedics
TMDX
$2.64B
$1.23M ﹤0.01%
18,257
+10,575
+138% +$727K
ZJAN
1816
Innovator Equity Defined Protection ETF - 1 Yr January
ZJAN
$115M
$1.22M ﹤0.01%
+47,904
New +$1.23M
PHG icon
1817
Philips
PHG
$25B
$1.22M ﹤0.01%
51,987
-6,519
-11% -$160K
GINN icon
1818
Goldman Sachs Innovate Equity ETF
GINN
$203M
$1.22M ﹤0.01%
20,723
-3,257
-14% -$204K
MQY icon
1819
BlackRock MuniYield Quality Fund
MQY
$811M
$1.22M ﹤0.01%
103,807
-14,597
-12% -$173K
RIVN icon
1820
Rivian
RIVN
$24.2B
$1.22M ﹤0.01%
97,633
+19,351
+25% +$244K
HYXF icon
1821
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$192M
$1.21M ﹤0.01%
26,234
+1,846
+8% +$86K
R icon
1822
Ryder
R
$9.98B
$1.21M ﹤0.01%
8,441
+664
+9% +$103K
FSIG icon
1823
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.51B
$1.21M ﹤0.01%
64,006
+7,957
+14% +$151K
IYC icon
1824
iShares US Consumer Discretionary ETF
IYC
$1.16B
$1.21M ﹤0.01%
13,723
+7,730
+129% +$738K
SW
1825
Smurfit Westrock
SW
$26.6B
$1.21M ﹤0.01%
26,774
-9,534
-26% -$483K
71 72
73
74 75

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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.