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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 | |
|---|---|---|---|---|---|---|
2026
SEI Investments
SEIC
$12.3B
| $893K | ﹤0.01% |
11,497
-16
| -0.1% | -$1.29K |
|
2027
Incyte
INCY
$25.4B
| $889K | ﹤0.01% |
14,687
-194,500
| -93% | -$13.6M |
|
2028
FT Vest US Equity Moderate Buffer ETF February
GFEB
$376M
| $888K | ﹤0.01% |
+24,157
| New | +$906K |
|
2029
ORIX
IX
$42.7B
| $888K | ﹤0.01% |
42,512
-6,338
| -13% | -$133K |
|
2030
Gray Television
GTN
$437M
| $886K | ﹤0.01% |
205,016
+152,766
| +292% | +$601K |
|
2031
iShares MSCI Global Metals & Mining Producers ETF
PICK
$2.16B
| $885K | ﹤0.01% |
24,677
+3,446
| +16% | +$126K |
|
2032
XPO
XPO
$23.4B
| $885K | ﹤0.01% |
8,230
+1,006
| +14% | +$128K |
|
2033
Clarivate
CLVT
$1.37B
| $883K | ﹤0.01% |
224,740
+45,338
| +25% | +$215K |
|
|
PARA
2034
DELISTED
Paramount Global Class B
PARA
| $880K | ﹤0.01% |
73,538
-70,783
| -49% | -$791K |
|
2035
TRI-Continental Corp
TY
$1.84B
| $878K | ﹤0.01% |
28,613
+159
| +0.6% | +$5.06K |
|
2036
Aurora
AUR
$11.7B
| $876K | ﹤0.01% |
130,304
+34,760
| +36% | +$249K |
|
2037
SPS Commerce
SPSC
$2.55B
| $873K | ﹤0.01% |
6,577
-14,584
| -69% | -$2.29M |
|
2038
Suncor Energy
SU
$77.7B
| $871K | ﹤0.01% |
22,486
-11,526
| -34% | -$440K |
|
2039
JB Hunt Transport Services
JBHT
$25.9B
| $869K | ﹤0.01% |
5,876
-255
| -4% | -$42K |
|
2040
Quad
QUAD
$479M
| $866K | ﹤0.01% |
158,822
+37,361
| +31% | +$237K |
|
2041
A.O. Smith
AOS
$8.55B
| $865K | ﹤0.01% |
13,227
+1,006
| +8% | +$68K |
|
2042
Burlington
BURL
$23.4B
| $863K | ﹤0.01% |
3,621
+150
| +4% | +$38.9K |
|
2043
HEICO Corp Class A
HEI.A
$36B
| $862K | ﹤0.01% |
4,088
-189
| -4% | -$36.6K |
|
2044
Ericsson
ERIC
$32.1B
| $862K | ﹤0.01% |
111,042
-4,686
| -4% | -$37.8K |
|
2045
iShares US Consumer Staples ETF
IYK
$1.44B
| $861K | ﹤0.01% |
12,037
+5,198
| +76% | +$353K |
|
2046
Global X MSCI Argentina ETF
ARGT
$837M
| $861K | ﹤0.01% |
10,666
+677
| +7% | +$57.5K |
|
2047
ACI Worldwide
ACIW
$6.12B
| $861K | ﹤0.01% |
15,744
+212
| +1% | +$11.2K |
|
2048
First Citizens BancShares
FCNCA
$24.7B
| $859K | ﹤0.01% |
463
+126
| +37% | +$257K |
|
2049
Insight Enterprises
NSIT
$3.85B
| $859K | ﹤0.01% |
5,724
-114
| -2% | -$18.4K |
|
2050
iShares Core Moderate Allocation ETF
AOM
$1.74B
| $858K | ﹤0.01% |
19,553
+983
| +5% | +$43.3K |
|
Similar funds
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.