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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
SGMO
2451
DELISTED
SANGAMO THERAPEUTICS INC
SGMO
$499K ﹤0.01%
760,663
+3,840
+0.5% +$4.07K
DAPP icon
2452
VanEck Digital Transformation ETF
DAPP
$236M
$498K ﹤0.01%
55,143
+15,959
+41% +$214K
DOL icon
2453
WisdomTree True Developed International Fund
DOL
$814M
$497K ﹤0.01%
9,031
-2,358
-21% -$125K
JSMD icon
2454
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
$1.05B
$497K ﹤0.01%
+7,100
New +$527K
CWST icon
2455
Casella Waste Systems
CWST
$5.79B
$497K ﹤0.01%
4,455
-106
-2% -$11.6K
LMAT icon
2456
LeMaitre Vascular
LMAT
$2.34B
$497K ﹤0.01%
5,920
+237
+4% +$22K
OMER icon
2457
Omeros
OMER
$816M
$496K ﹤0.01%
60,339
+1,000
+2% +$8.83K
HAP icon
2458
VanEck Natural Resources ETF
HAP
$299M
$495K ﹤0.01%
9,929
– –
DAR icon
2459
Darling Ingredients
DAR
$9.28B
$493K ﹤0.01%
15,782
-5,163
-25% -$181K
EVSM icon
2460
Eaton Vance Short Duration Municipal Income ETF
EVSM
$777M
$492K ﹤0.01%
9,869
-2,596
-21% -$130K
SNN icon
2461
Smith & Nephew
SNN
$13.7B
$492K ﹤0.01%
17,329
-2,507
-13% -$67K
VRN
2462
DELISTED
Veren
VRN
$491K ﹤0.01%
74,168
+21,020
+40% +$116K
MOS icon
2463
The Mosaic Company
MOS
$7.34B
$491K ﹤0.01%
18,164
-3,708
-17% -$98.1K
FOUR icon
2464
Shift4
FOUR
$4.35B
$491K ﹤0.01%
6,003
-300
-5% -$30.9K
ORGN
2465
DELISTED
Origin Materials
ORGN
$489K ﹤0.01%
24,539
-8,937
-27% -$246K
SOC icon
2466
Sable Offshore Corp
SOC
$794M
$488K ﹤0.01%
19,225
+4,825
+34% +$124K
AEIS icon
2467
Advanced Energy
AEIS
$10.9B
$486K ﹤0.01%
5,097
-10
-0.2% -$1.14K
VIOV icon
2468
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.87B
$485K ﹤0.01%
5,779
+12
+0.2% +$1.09K
DWX icon
2469
State Street SPDR S&P International Dividend ETF
DWX
$527M
$484K ﹤0.01%
12,622
+128
+1% +$4.67K
EMO
2470
ClearBridge Energy Midstream Opportunity Fund
EMO
$1.02B
$484K ﹤0.01%
9,758
-2,371
-20% -$116K
UUUU icon
2471
Energy Fuels
UUUU
$2.83B
$484K ﹤0.01%
129,661
+1,650
+1% +$7.91K
ACRS icon
2472
Aclaris Therapeutics
ACRS
$744M
$484K ﹤0.01%
316,064
+53,116
+20% +$113K
CPSJ
2473
Calamos S&P 500 Structured Alt Protection ETF - July
CPSJ
$47.1M
$483K ﹤0.01%
19,484
– –
NAPR icon
2474
Innovator Growth-100 Power Buffer ETF April
NAPR
$208M
$483K ﹤0.01%
10,122
– –
AMH icon
2475
American Homes 4 Rent
AMH
$12.2B
$483K ﹤0.01%
12,769
-1,447
-10% -$51.7K
97 98
99
100 101

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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.