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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
(+0.76%)
Cap. Flow
+$1.6B
Cap. Flow
% of AUM
2.16%
Top 10 Holdings %
Top 10 Hldgs %
18.47%
Holding
4,123
New
342
Increased
1,586
Reduced
1,609
Closed
399
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$147M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$144M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$86.4M |
| 4 |
Vanguard Value ETF
VTV
|
+$82.3M |
| 5 |
LyondellBasell Industries
LYB
|
+$76.8M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$90M |
| 2 |
ExxonMobil
XOM
|
+$78M |
| 3 |
Amazon
AMZN
|
+$73.8M |
| 4 |
IBM
IBM
|
+$55.8M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
X
1926
DELISTED
US Steel
X
| $1.04M | ﹤0.01% |
24,728
-4,484
| -15% | -$170K |
|
1927
Match Group
MTCH
$9.26B
| $1.04M | ﹤0.01% |
33,459
-14,978
| -31% | -$489K |
|
1928
ITT
ITT
$16.9B
| $1.04M | ﹤0.01% |
8,053
-398
| -5% | -$56.7K |
|
1929
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.31B
| $1.04M | ﹤0.01% |
47,664
-26,190
| -35% | -$563K |
|
1930
AeroVironment
AVAV
$7.29B
| $1.04M | ﹤0.01% |
8,699
+893
| +11% | +$137K |
|
|
ETHE
1931
Grayscale Ethereum Staking ETF Shares
ETHE
$1.53B
| $1.04M | ﹤0.01% |
68,074
-13,575
| -17% | -$299K |
|
1932
iShares High Yield Systematic Bond ETF
HYDB
$1.61B
| $1.04M | ﹤0.01% |
21,992
+531
| +2% | +$25.1K |
|
1933
Teradyne
TER
$51.9B
| $1.03M | ﹤0.01% |
12,528
+124
| +1% | +$13.9K |
|
|
BORR
1934
Borr Drilling
BORR
$1.17B
| $1.03M | ﹤0.01% |
472,225
+236,281
| +100% | +$711K |
|
1935
VanEck Oil Services ETF
OIH
$1.97B
| $1.03M | ﹤0.01% |
3,945
+224
| +6% | +$61K |
|
1936
Phillips Edison & Co
PECO
$5.53B
| $1.03M | ﹤0.01% |
28,183
-4,826
| -15% | -$174K |
|
1937
Invesco Financial Preferred ETF
PGF
$674M
| $1.03M | ﹤0.01% |
71,996
-439
| -0.6% | -$6.44K |
|
1938
Innovator US Equity Ultra Buffer ETF July
UJUL
$283M
| $1.03M | ﹤0.01% |
30,600
| – | – |
|
1939
Align Technology
ALGN
$12.8B
| $1.02M | ﹤0.01% |
6,432
-618
| -9% | -$121K |
|
1940
Freshworks
FRSH
$3.22B
| $1.02M | ﹤0.01% |
72,082
-10,958
| -13% | -$184K |
|
1941
Jones Lang LaSalle
JLL
$16B
| $1.02M | ﹤0.01% |
4,100
+489
| +14% | +$129K |
|
1942
Kimbell Royalty Partners
KRP
$1.45B
| $1.01M | ﹤0.01% |
72,182
+48,009
| +199% | +$725K |
|
1943
iShares Global Clean Energy ETF
ICLN
$2.22B
| $1.01M | ﹤0.01% |
88,418
-2,642
| -3% | -$30.1K |
|
1944
Pool Corp
POOL
$7.08B
| $1.01M | ﹤0.01% |
3,167
-809
| -20% | -$274K |
|
1945
Innovator Equity Defined Protection ETF - 2 Yr to July 2027
TJUL
$129M
| $1.01M | ﹤0.01% |
35,904
| – | – |
|
1946
Hexcel
HXL
$7.9B
| $1.01M | ﹤0.01% |
18,365
-704
| -4% | -$44K |
|
1947
Equity Residential
EQR
$25.8B
| $1M | ﹤0.01% |
14,035
+769
| +6% | +$54.3K |
|
1948
BlackRock Health Sciences Trust
BME
$571M
| $1M | ﹤0.01% |
25,985
-544
| -2% | -$21.6K |
|
1949
Navigator Holdings
NVGS
$1.34B
| $1M | ﹤0.01% |
75,361
+719
| +1% | +$11.2K |
|
1950
Carvana
CVNA
$48B
| $1M | ﹤0.01% |
23,970
+3,795
| +19% | +$168K |
|
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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.