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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 | |
|---|---|---|---|---|---|---|
|
ELME
2401
Elme Communities
ELME
$144M
| $530K | ﹤0.01% |
+30,450
| New | +$491K |
|
2402
Zillow
ZG
$7.71B
| $530K | ﹤0.01% |
7,921
-1,074
| -12% | -$79.4K |
|
2403
Ameris Bancorp
ABCB
$5.87B
| $530K | ﹤0.01% |
9,199
+384
| +4% | +$24K |
|
2404
FormFactor
FORM
$6.77B
| $529K | ﹤0.01% |
18,685
+709
| +4% | +$26.1K |
|
2405
Bath & Body Works
BBWI
$4.02B
| $528K | ﹤0.01% |
17,422
+12,150
| +230% | +$430K |
|
|
BBBY
2406
Bed Bath & Beyond
BBBY
$476M
| $528K | ﹤0.01% |
100,167
-624
| -0.6% | -$3.79K |
|
2407
HF Sinclair
DINO
$16.4B
| $528K | ﹤0.01% |
16,057
+4,337
| +37% | +$152K |
|
|
FAX
2408
abrdn Asia-Pacific Income Fund
FAX
$594M
| $527K | ﹤0.01% |
33,591
-8,450
| -20% | -$131K |
|
|
CHGX
2409
DELISTED
AXS Change Finance ESG ETF
CHGX
| $526K | ﹤0.01% |
14,293
-578
| -4% | -$22.2K |
|
2410
Evolv Technologies
EVLV
$989M
| $526K | ﹤0.01% |
168,564
-2,933
| -2% | -$10.3K |
|
2411
Five Below
FIVE
$11.6B
| $526K | ﹤0.01% |
7,016
+46
| +0.7% | +$4.04K |
|
2412
Brinker International
EAT
$8.73B
| $525K | ﹤0.01% |
3,525
-663
| -16% | -$102K |
|
2413
Energy Recovery
ERII
$413M
| $524K | ﹤0.01% |
32,950
| – | – |
|
2414
Invesco S&P SmallCap Energy ETF
PSCE
$93.8M
| $522K | ﹤0.01% |
12,461
+456
| +4% | +$20.9K |
|
2415
Virtus Newfleet ABS/MBS ETF
VABS
$112M
| $520K | ﹤0.01% |
21,325
+8,436
| +65% | +$205K |
|
2416
Credit Acceptance
CACC
$5.97B
| $520K | ﹤0.01% |
1,007
+10
| +1% | +$4.95K |
|
2417
Molson Coors Class B
TAP
$8.12B
| $519K | ﹤0.01% |
8,530
-9,728
| -53% | -$560K |
|
2418
VanEck Bitcoin Trust
HODL
$1.07B
| $516K | ﹤0.01% |
22,130
+874
| +4% | +$23K |
|
2419
BlackRock Corporate High Yield Fund
HYT
$1.35B
| $515K | ﹤0.01% |
53,770
-11,232
| -17% | -$110K |
|
2420
Invesco Investment Grade Defensive ETF
IIGD
$26.7M
| $515K | ﹤0.01% |
21,002
| – | – |
|
2421
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
$3.04B
| $514K | ﹤0.01% |
41,223
-1,275
| -3% | -$23.4K |
|
|
NGD
2422
DELISTED
New Gold Inc
NGD
| $514K | ﹤0.01% |
138,507
+25,438
| +22% | +$75.4K |
|
2423
John Hancock Preferred Income ETF
JHPI
$212M
| $513K | ﹤0.01% |
+22,912
| New | +$519K |
|
2424
Bank OZK
OZK
$5.6B
| $513K | ﹤0.01% |
11,798
+1,151
| +11% | +$54.4K |
|
|
VMEO
2425
DELISTED
Vimeo
VMEO
| $512K | ﹤0.01% |
97,318
+16,870
| +21% | +$102K |
|
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.