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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
COMP icon
1901
Compass
COMP
$8.57B
$1.08M ﹤0.01%
124,193
-369,236
-75% -$2.92M
MTG icon
1902
MGIC Investment
MTG
$6.52B
$1.08M ﹤0.01%
43,702
+4,014
+10% +$97.2K
PFLT icon
1903
PennantPark Floating Rate Capital
PFLT
$702M
$1.08M ﹤0.01%
96,383
+322
+0.3% +$3.59K
FCAL icon
1904
First Trust California Municipal High income ETF
FCAL
$220M
$1.08M ﹤0.01%
22,206
+1,433
+7% +$70.6K
EBND icon
1905
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.25B
$1.08M ﹤0.01%
53,624
-16,753
-24% -$335K
TW icon
1906
Tradeweb Markets
TW
$22.6B
$1.08M ﹤0.01%
7,246
+1,480
+26% +$197K
JAZZ icon
1907
Jazz Pharmaceuticals
JAZZ
$16B
$1.08M ﹤0.01%
8,664
-984
-10% -$128K
XT icon
1908
iShares Future Exponential Technologies ETF
XT
$3.73B
$1.07M ﹤0.01%
18,644
-27,383
-59% -$1.67M
SSUS icon
1909
Day Hagan/Ned Davis Research Smart Sector ETF
SSUS
$556M
$1.07M ﹤0.01%
26,360
-956
-3% -$40.5K
FCAP icon
1910
First Capital
FCAP
$213M
$1.07M ﹤0.01%
28,124
– –
IYZ icon
1911
iShares US Telecommunications ETF
IYZ
$1.18B
$1.07M ﹤0.01%
39,172
-68,846
-64% -$1.9M
SLF icon
1912
Sun Life Financial
SLF
$45.8B
$1.07M ﹤0.01%
18,736
+51
+0.3% +$2.91K
NBIX icon
1913
Neurocrine Biosciences
NBIX
$18.2B
$1.07M ﹤0.01%
9,684
-916
-9% -$116K
SNV
1914
DELISTED
Synovus
SNV
$1.07M ﹤0.01%
22,889
+1,468
+7% +$75.8K
BABA icon
1915
CALL
Alibaba
BABA
$274B
$1.07M ﹤0.01%
20,000
-22,100
-52% -$2.55M
KJUN
1916
Innovator U.S. Small Cap Power Buffer ETF - June
KJUN
$57.4M
$1.07M ﹤0.01%
41,789
– –
FLO icon
1917
Flowers Foods
FLO
$1.62B
$1.06M ﹤0.01%
55,692
-1,141
-2% -$21.8K
PBA icon
1918
Pembina Pipeline
PBA
$29.3B
$1.06M ﹤0.01%
26,371
-2,442
-8% -$91.6K
PML
1919
PIMCO Municipal Income Fund II
PML
$487M
$1.06M ﹤0.01%
130,286
-24,599
-16% -$205K
AZTA icon
1920
Azenta
AZTA
$1.3B
$1.05M ﹤0.01%
30,427
+1,606
+6% +$73.9K
ARE icon
1921
Alexandria Real Estate Equities
ARE
$9.62B
$1.05M ﹤0.01%
11,352
-7,310
-39% -$716K
CRBN icon
1922
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.13B
$1.05M ﹤0.01%
5,489
– –
BCE icon
1923
BCE
BCE
$20.5B
$1.05M ﹤0.01%
45,678
+10,226
+29% +$241K
NLR icon
1924
VanEck Uranium + Nuclear Energy ETF
NLR
$3.72B
$1.05M ﹤0.01%
14,274
-175
-1% -$14.7K
KAPR icon
1925
Innovator US Small Cap Power Buffer ETF April
KAPR
$213M
$1.05M ﹤0.01%
33,886
– –
75 76
77
78 79

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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.