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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
ESLT icon
1876
Elbit Systems
ESLT
$36.2B
$1.12M ﹤0.01%
2,933
-139
-5% -$45K
SMG icon
1877
ScottsMiracle-Gro
SMG
$4.06B
$1.12M ﹤0.01%
20,446
-813
-4% -$52.6K
FSBW icon
1878
FS Bancorp
FSBW
$324M
$1.12M ﹤0.01%
29,479
– –
KRC icon
1879
Kilroy Realty
KRC
$4.63B
$1.12M ﹤0.01%
34,124
-36,054
-51% -$1.29M
LDRT
1880
iShares iBonds 1-5 Year Treasury Ladder ETF
LDRT
$140M
$1.12M ﹤0.01%
+44,273
New +$1.11M
AER icon
1881
AerCap
AER
$23.7B
$1.12M ﹤0.01%
10,938
+391
+4% +$38.7K
JGRW
1882
Jensen Quality Growth ETF
JGRW
$86.6M
$1.11M ﹤0.01%
43,626
+10,784
+33% +$282K
SSNC icon
1883
SS&C Technologies
SSNC
$19.3B
$1.11M ﹤0.01%
13,302
-356
-3% -$29.5K
ZFEB
1884
Innovator Equity Defined Protection ETF - 1 Yr February
ZFEB
$154M
$1.11M ﹤0.01%
+46,940
New +$1.12M
POWA icon
1885
Invesco Bloomberg Pricing Power ETF
POWA
$180M
$1.11M ﹤0.01%
13,491
-100
-0.7% -$8.29K
KD icon
1886
Kyndryl
KD
$3.04B
$1.11M ﹤0.01%
35,269
+4,160
+13% +$156K
SPLP
1887
DELISTED
STEEL PARTNERS HOLDINGS L.P.
SPLP
$1.11M ﹤0.01%
26,997
– –
EPOL icon
1888
iShares MSCI Poland ETF
EPOL
$673M
$1.11M ﹤0.01%
+39,519
New +$995K
XJH icon
1889
iShares ESG Screened S&P Mid-Cap ETF
XJH
$416M
$1.1M ﹤0.01%
28,269
-18,734
-40% -$780K
CCK icon
1890
Crown Holdings
CCK
$12.9B
$1.1M ﹤0.01%
12,340
+642
+5% +$56K
MFIC icon
1891
MidCap Financial Investment
MFIC
$806M
$1.1M ﹤0.01%
85,564
-3,753
-4% -$51K
HFRO
1892
Highland Opportunities and Income Fund
HFRO
$408M
$1.1M ﹤0.01%
211,406
-167,768
-44% -$927K
MAC icon
1893
Macerich
MAC
$7.46B
$1.1M ﹤0.01%
63,926
+1,095
+2% +$20.9K
ETH
1894
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.73B
$1.1M ﹤0.01%
63,668
+353
+0.6% +$8.76K
MOO icon
1895
VanEck Agribusiness ETF
MOO
$991M
$1.1M ﹤0.01%
16,143
-552
-3% -$37.4K
MTBA icon
1896
Simplify MBS ETF
MTBA
$1.52B
$1.09M ﹤0.01%
21,729
+3,695
+20% +$185K
BLV icon
1897
Vanguard Long-Term Bond ETF
BLV
$5.78B
$1.09M ﹤0.01%
15,434
-771
-5% -$53.5K
BAC.PRL icon
1898
Bank of America Series L
BAC.PRL
$3.95B
$1.09M ﹤0.01%
880
+134
+18% +$165K
VITL icon
1899
Vital Farms
VITL
$595M
$1.09M ﹤0.01%
35,630
+3,007
+9% +$108K
RWJ icon
1900
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$2.08B
$1.08M ﹤0.01%
26,644
-876
-3% -$39.2K
74 75
76
77 78

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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.