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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
EMHC icon
1826
State Street SPDR Bloomberg Emerging Markets USD Bond ETF
EMHC
$283M
$1.2M ﹤0.01%
49,848
+24,252
+95% +$586K
REFI
1827
Chicago Atlantic Real Estate Finance
REFI
$256M
$1.2M ﹤0.01%
81,929
+3,363
+4% +$52.4K
HEDJ icon
1828
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.83B
$1.2M ﹤0.01%
25,365
+4,642
+22% +$221K
AB icon
1829
AllianceBernstein
AB
$3.49B
$1.2M ﹤0.01%
31,436
-4,484
-12% -$169K
ARKW icon
1830
ARK Web x.0 ETF
ARKW
$1.64B
$1.2M ﹤0.01%
12,692
-744
-6% -$82K
CBSH icon
1831
Commerce Bancshares
CBSH
$8.64B
$1.2M ﹤0.01%
20,222
+5,726
+40% +$349K
DUSB icon
1832
Dimensional Ultrashort Fixed Income ETF
DUSB
$2.2B
$1.2M ﹤0.01%
23,595
-6,322
-21% -$321K
KDP icon
1833
Keurig Dr Pepper
KDP
$42.3B
$1.19M ﹤0.01%
34,917
+8,587
+33% +$279K
SAIA icon
1834
Saia
SAIA
$10.9B
$1.19M ﹤0.01%
3,414
-48
-1% -$20.9K
CORP icon
1835
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.57B
$1.19M ﹤0.01%
12,304
+102
+0.8% +$9.78K
EWBC icon
1836
East-West Bancorp
EWBC
$18B
$1.19M ﹤0.01%
13,226
+1,982
+18% +$189K
QQQ icon
1837
PUT
Invesco QQQ Trust
QQQ
$445B
$1.19M ﹤0.01%
49,600
+43,500
+713% +$22.1M
SEG
1838
Seaport Entertainment Group
SEG
$338M
$1.19M ﹤0.01%
+55,216
New +$1.35M
AFRM icon
1839
Affirm
AFRM
$24.2B
$1.18M ﹤0.01%
26,181
-1,602
-6% -$94.9K
FLTR icon
1840
VanEck IG Floating Rate ETF
FLTR
$2.94B
$1.18M ﹤0.01%
+46,266
New +$1.18M
DSGX icon
1841
Descartes Systems
DSGX
$6.48B
$1.18M ﹤0.01%
11,710
+444
+4% +$49.1K
BCSF icon
1842
Bain Capital Specialty
BCSF
$833M
$1.18M ﹤0.01%
71,016
+253
+0.4% +$4.46K
K
1843
DELISTED
Kellanova
K
$1.18M ﹤0.01%
14,284
-19,662
-58% -$1.61M
GUNR icon
1844
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$7.14B
$1.18M ﹤0.01%
30,315
+19,536
+181% +$746K
FXY icon
1845
Invesco CurrencyShares Japanese Yen Trust
FXY
$426M
$1.18M ﹤0.01%
+19,125
New +$1.16M
THC icon
1846
Tenet Healthcare
THC
$22.6B
$1.18M ﹤0.01%
8,742
+2,132
+32% +$281K
FHN icon
1847
First Horizon
FHN
$12.3B
$1.18M ﹤0.01%
60,510
+575
+1% +$11.8K
FTC icon
1848
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.29B
$1.17M ﹤0.01%
8,886
+150
+2% +$21K
CHDN icon
1849
Churchill Downs
CHDN
$6.22B
$1.17M ﹤0.01%
10,493
-145
-1% -$17.3K
IFF icon
1850
International Flavors & Fragrances
IFF
$20.2B
$1.16M ﹤0.01%
15,009
-649
-4% -$53.5K
72 73
74
75 76

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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.