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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
ASHR icon
2126
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$1.53B
$771K ﹤0.01%
29,033
-4,593
-14% -$122K
AGO icon
2127
Assured Guaranty
AGO
$3.73B
$770K ﹤0.01%
8,742
-1,341
-13% -$120K
GVA icon
2128
Granite Construction
GVA
$5.16B
$770K ﹤0.01%
10,206
-6,525
-39% -$545K
IAPR icon
2129
Innovator International Developed Power Buffer ETF April
IAPR
$197M
$769K ﹤0.01%
27,927
– –
GPI icon
2130
Group 1 Automotive
GPI
$4.26B
$769K ﹤0.01%
2,013
-34
-2% -$14.9K
LONZ icon
2131
PIMCO Senior Loan Active Exchange-Traded Fund
LONZ
$579M
$768K ﹤0.01%
15,241
-1,599
-9% -$81.2K
DEHP icon
2132
Dimensional Emerging Markets High Profitability ETF
DEHP
$396M
$767K ﹤0.01%
30,428
– –
CURB
2133
Curbline Properties
CURB
$3.5B
$767K ﹤0.01%
31,712
+12,609
+66% +$304K
EPRT icon
2134
Essential Properties Realty Trust
EPRT
$6.92B
$766K ﹤0.01%
23,469
+9,976
+74% +$317K
SMOG icon
2135
VanEck Low Carbon Energy ETF
SMOG
$125M
$766K ﹤0.01%
7,574
-304
-4% -$30.6K
EALT icon
2136
Innovator US Equity 5 to 15 Buffer ETF Quarterly
EALT
$163M
$766K ﹤0.01%
24,900
– –
ZROZ icon
2137
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
$1.33B
$764K ﹤0.01%
10,671
+4,300
+67% +$300K
KRMA
2138
DELISTED
Global X Conscious Companies ETF
KRMA
$764K ﹤0.01%
20,486
-1,134
-5% -$44.4K
NTR icon
2139
Nutrien
NTR
$33.9B
$763K ﹤0.01%
15,371
-2,081
-12% -$106K
CIEN icon
2140
Ciena
CIEN
$46.8B
$763K ﹤0.01%
12,624
-25,525
-67% -$2.02M
KMPR icon
2141
Kemper
KMPR
$1.81B
$763K ﹤0.01%
11,410
+2,068
+22% +$137K
TQQQ icon
2142
ProShares UltraPro QQQ
TQQQ
$28.6B
$761K ﹤0.01%
26,568
-7,768
-23% -$295K
MMCA icon
2143
IQ MacKay California Municipal Intermediate ETF
MMCA
$90.1M
$761K ﹤0.01%
35,610
-2,089
-6% -$44.8K
BNDI icon
2144
NEOS Enhanced Income Aggregate Bond ETF
BNDI
$185M
$760K ﹤0.01%
16,130
+2,362
+17% +$111K
DNOV icon
2145
FT Vest US Equity Deep Buffer ETF November
DNOV
$393M
$760K ﹤0.01%
18,124
– –
MASI
2146
DELISTED
Masimo
MASI
$758K ﹤0.01%
4,550
-2,263
-33% -$393K
ATKR icon
2147
Atkore
ATKR
$2.41B
$758K ﹤0.01%
12,632
+116
+0.9% +$8.28K
PODD icon
2148
Insulet
PODD
$11.8B
$757K ﹤0.01%
2,882
+60
+2% +$16.2K
SMMT icon
2149
Summit Therapeutics
SMMT
$10.2B
$756K ﹤0.01%
39,197
-120
-0.3% -$2.41K
PTY icon
2150
PIMCO Corporate & Income Opportunity Fund
PTY
$2.46B
$756K ﹤0.01%
52,257
+9,763
+23% +$142K
84 85
86
87 88

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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.