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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
BALL icon
2001
Ball Corp
BALL
$17.5B
$935K ﹤0.01%
17,966
-13,404
-43% -$703K
BKHY icon
2002
BNY Mellon High Yield Beta ETF
BKHY
$158M
$934K ﹤0.01%
19,615
-21,122
-52% -$1.01M
WEN icon
2003
Wendy's
WEN
$1.48B
$933K ﹤0.01%
63,782
-5,355
-8% -$80.5K
IRT icon
2004
Independence Realty Trust
IRT
$3.97B
$927K ﹤0.01%
43,676
-500
-1% -$10.1K
GJAN icon
2005
FT Vest US Equity Moderate Buffer ETF January
GJAN
$435M
$924K ﹤0.01%
+24,541
New +$947K
STRL icon
2006
Sterling Infrastructure
STRL
$15.8B
$923K ﹤0.01%
8,156
+1,036
+15% +$146K
BLD
2007
DELISTED
TopBuild
BLD
$922K ﹤0.01%
3,024
+140
+5% +$44.8K
NYT icon
2008
New York Times
NYT
$12.6B
$920K ﹤0.01%
18,541
+1,071
+6% +$53.8K
EZBC icon
2009
Franklin Bitcoin ETF
EZBC
$381M
$917K ﹤0.01%
19,209
-2,323
-11% -$125K
PNFP icon
2010
Pinnacle Financial Partners Inc
PNFP
$15.9B
$916K ﹤0.01%
8,639
+666
+8% +$76.3K
MIDD icon
2011
Middleby
MIDD
$6.05B
$914K ﹤0.01%
6,013
-67
-1% -$10.5K
FTI icon
2012
TechnipFMC
FTI
$28.7B
$912K ﹤0.01%
28,782
-4,308
-13% -$129K
WH icon
2013
Wyndham Hotels & Resorts
WH
$5.59B
$911K ﹤0.01%
10,067
+1,008
+11% +$102K
WCLD
2014
WisdomTree Cloud Computing Fund
WCLD
$273M
$910K ﹤0.01%
28,051
-3,854
-12% -$144K
KFEB
2015
Innovator U.S. Small Cap Power Buffer ETF - February
KFEB
$40.7M
$907K ﹤0.01%
+38,210
New +$936K
WEX icon
2016
WEX
WEX
$6.47B
$906K ﹤0.01%
5,770
-849
-13% -$140K
IGE icon
2017
iShares North American Natural Resources ETF
IGE
$735M
$904K ﹤0.01%
19,891
+1,220
+7% +$54.4K
DUOL icon
2018
Duolingo
DUOL
$6.58B
$903K ﹤0.01%
2,908
+1,071
+58% +$366K
TGTX icon
2019
TG Therapeutics
TGTX
$8.36B
$903K ﹤0.01%
22,891
+7,979
+54% +$268K
FINX icon
2020
Global X FinTech ETF
FINX
$173M
$901K ﹤0.01%
32,700
– –
EGO icon
2021
Eldorado Gold
EGO
$8.46B
$898K ﹤0.01%
53,400
+22,413
+72% +$337K
XHYE
2022
DELISTED
BondBloxx USD High Yield Bond Energy Sector ETF
XHYE
$898K ﹤0.01%
23,267
+1,536
+7% +$59.7K
CRL icon
2023
Charles River Laboratories
CRL
$11.5B
$898K ﹤0.01%
5,965
-748
-11% -$125K
UJAN icon
2024
Innovator US Equity Ultra Buffer ETF January
UJAN
$277M
$895K ﹤0.01%
23,458
+12,804
+120% +$500K
USEP icon
2025
Innovator US Equity Ultra Buffer ETF September
USEP
$147M
$895K ﹤0.01%
25,999
– –
79 80
81
82 83

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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.