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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
LPX icon
2076
Louisiana-Pacific
LPX
$5.14B
$820K ﹤0.01%
8,917
-4,352
-33% -$454K
BSCT icon
2077
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.91B
$819K ﹤0.01%
44,182
+2,454
+6% +$45.2K
MSA icon
2078
Mine Safety
MSA
$6.79B
$818K ﹤0.01%
5,577
-752
-12% -$120K
WTS icon
2079
Watts Water Technologies
WTS
$11.2B
$817K ﹤0.01%
4,005
-2,008
-33% -$421K
RFG icon
2080
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$330M
$817K ﹤0.01%
18,632
-1,171
-6% -$56K
CVCO icon
2081
Cavco Industries
CVCO
$4.36B
$816K ﹤0.01%
1,571
+40
+3% +$20.1K
BCI icon
2082
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$2.96B
$816K ﹤0.01%
+38,005
New +$794K
FMAY icon
2083
FT Vest US Equity Buffer ETF May
FMAY
$1.39B
$815K ﹤0.01%
17,648
– –
RODM icon
2084
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.6B
$815K ﹤0.01%
26,288
-2,028
-7% -$60.9K
BSTP icon
2085
Innovator Buffer Step-Up Strategy ETF
BSTP
$59.2M
$814K ﹤0.01%
25,166
+770
+3% +$25.7K
AXS icon
2086
AXIS Capital
AXS
$7.81B
$814K ﹤0.01%
8,119
-439
-5% -$40.5K
FFEB icon
2087
FT Vest US Equity Buffer ETF February
FFEB
$1.36B
$813K ﹤0.01%
+16,656
New +$834K
TRML
2088
DELISTED
Tourmaline Bio
TRML
$812K ﹤0.01%
53,418
– –
CROX icon
2089
Crocs
CROX
$6.63B
$812K ﹤0.01%
7,650
+556
+8% +$57.6K
KNF icon
2090
Knife River
KNF
$4.33B
$811K ﹤0.01%
8,995
-95
-1% -$9.26K
HFXI icon
2091
NYLI FTSE International Equity Currency Neutral ETF
HFXI
$1.96B
$810K ﹤0.01%
29,447
-13,977
-32% -$384K
BROS icon
2092
Dutch Bros
BROS
$8.86B
$810K ﹤0.01%
13,124
-1,905
-13% -$125K
ROBO icon
2093
ROBO Global Robotics & Automation Index ETF
ROBO
$1.87B
$810K ﹤0.01%
15,731
+704
+5% +$40.4K
CLOZ icon
2094
Panagram BBB-B CLO ETF
CLOZ
$783M
$810K ﹤0.01%
+30,479
New +$822K
GLP icon
2095
Global Partners
GLP
$1.65B
$808K ﹤0.01%
15,144
+2,760
+22% +$149K
INTA icon
2096
Intapp
INTA
$2.44B
$806K ﹤0.01%
13,808
-16,153
-54% -$1.06M
PFS icon
2097
Provident Financial Services
PFS
$3.14B
$805K ﹤0.01%
46,877
-10,181
-18% -$185K
PPLT
2098
abrdn Physical Platinum Shares ETF
PPLT
$1.83B
$802K ﹤0.01%
87,800
-254,820
-74% -$2.26M
FBIN icon
2099
Fortune Brands Innovations
FBIN
$5.86B
$801K ﹤0.01%
13,161
-2,505
-16% -$168K
ENR icon
2100
Energizer
ENR
$1.47B
$799K ﹤0.01%
26,711
+9,768
+58% +$313K
82 83
84
85 86

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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.