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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
LEA icon
2351
Lear
LEA
$7.43B
$562K ﹤0.01%
6,373
+3,565
+127% +$338K
BSMQ icon
2352
Invesco BulletShares 2026 Municipal Bond ETF
BSMQ
$271M
$561K ﹤0.01%
23,742
+3,887
+20% +$92K
NBH
2353
Neuberger Municipal Fund Inc
NBH
$306M
$560K ﹤0.01%
53,870
-6,993
-11% -$73.6K
BRC icon
2354
Brady Corp
BRC
$4.53B
$559K ﹤0.01%
7,917
-3,760
-32% -$273K
E icon
2355
ENI
E
$78.1B
$559K ﹤0.01%
18,064
-4,254
-19% -$124K
LGND icon
2356
Ligand Pharmaceuticals
LGND
$5.89B
$557K ﹤0.01%
5,300
-242
-4% -$27.4K
ALAI icon
2357
Alger AI Enablers & Adopters ETF
ALAI
$440M
$556K ﹤0.01%
24,273
+15,373
+173% +$403K
RWL icon
2358
Invesco S&P 500 Revenue ETF
RWL
$9.63B
$555K ﹤0.01%
5,588
+74
+1% +$7.48K
TFPM icon
2359
Triple Flag Precious Metals
TFPM
$5.82B
$555K ﹤0.01%
28,986
-2,446
-8% -$41.8K
RSPU icon
2360
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
$550M
$554K ﹤0.01%
7,959
+2,548
+47% +$173K
LTC
2361
LTC Properties
LTC
$2.14B
$554K ﹤0.01%
15,634
-1,268
-8% -$44.1K
DMCY
2362
DELISTED
Democracy International Fund
DMCY
$554K ﹤0.01%
21,370
– –
HE icon
2363
Hawaiian Electric Industries
HE
$2.26B
$553K ﹤0.01%
+50,538
New +$511K
ALG icon
2364
Alamo Group
ALG
$1.93B
$553K ﹤0.01%
3,105
-46
-1% -$8.45K
IGHG icon
2365
ProShares Investment Grade-Interest Rate Hedged
IGHG
$328M
$552K ﹤0.01%
+7,182
New +$559K
PBP icon
2366
Invesco S&P 500 BuyWrite ETF
PBP
$350M
$552K ﹤0.01%
24,888
+200
+0.8% +$4.67K
ALE
2367
DELISTED
Allete
ALE
$551K ﹤0.01%
8,381
+2,070
+33% +$136K
SCM icon
2368
Stellus Capital Investment Corp
SCM
$209M
$550K ﹤0.01%
39,305
+21,097
+116% +$306K
PSN icon
2369
Parsons
PSN
$4.15B
$550K ﹤0.01%
9,285
+51
+0.6% +$3.69K
EPR icon
2370
EPR Properties
EPR
$4.94B
$549K ﹤0.01%
10,434
+3,640
+54% +$179K
DFSB icon
2371
Dimensional Global Sustainability Fixed Income ETF
DFSB
$717M
$549K ﹤0.01%
10,654
+3
+0% +$154
AJAN icon
2372
Innovator Equity Defined Protection ETF - 2 Yr to January 2028
AJAN
$42.6M
$548K ﹤0.01%
20,840
– –
FLRT icon
2373
Pacer Aristotle Pacific Floating Rate High Income ETF
FLRT
$656M
$547K ﹤0.01%
11,616
+6,866
+145% +$326K
ALAB icon
2374
Astera Labs
ALAB
$42.9B
$546K ﹤0.01%
9,151
+2,956
+48% +$273K
MKTX icon
2375
MarketAxess Holdings
MKTX
$4.39B
$546K ﹤0.01%
2,524
+1,319
+109% +$277K
93 94
95
96 97

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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.