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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
+0.88%
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
$73.1B
AUM Growth
+$3.13B
Cap. Flow
+$6.15B
Cap. Flow %
8.41%
Top 10 Hldgs %
19.29%
Holding
4,120
New
390
Increased
1,802
Reduced
1,391
Closed
320

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$2.14B
2
SN icon
SharkNinja
SN
+$220M
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$145M
4
AAPL icon
Apple
AAPL
+$101M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$88.7M

Top Sells

Rank Stock Value
1
TTGT icon
TechTarget
TTGT
+$32.9M
2
VTI icon
Vanguard Total Stock Market ETF
VTI
+$29.7M
3
LYB icon
LyondellBasell Industries
LYB
+$25.1M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$24.7M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$24.5M

Sector Composition

Rank Sector Weight
1 Technology 14.15%
2 Financials 10.6%
3 Consumer Discretionary 6.93%
4 Healthcare 5.42%
5 Industrials 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.72T
$2.86B 3.91%
11,414,601
+427,995
+4% +$101M
MSFT icon
2
Microsoft
MSFT
$2.83T
$2.12B 2.9%
+5,023,862
New +$2.14B
IVV icon
3
iShares Core S&P 500 ETF
IVV
$875B
$1.36B 1.86%
2,313,961
+32,424
+1% +$19.2M
BRK.A icon
4
Berkshire Hathaway Class A
BRK.A
$1.06T
$1.29B 1.76%
1,891
– –
AMZN icon
5
Amazon
AMZN
$2.51T
$1.22B 1.67%
5,551,430
+270,021
+5% +$55.2M
VOO icon
6
Vanguard S&P 500 ETF
VOO
$967B
$1.14B 1.56%
2,121,057
+120,409
+6% +$65.2M
BRK.B icon
7
Berkshire Hathaway Class B
BRK.B
$1.06T
$1.12B 1.54%
2,480,149
+313,411
+14% +$145M
SPY icon
8
State Street SPDR S&P 500 ETF Trust
SPY
$777B
$1.11B 1.52%
1,898,458
+53,680
+3% +$31.6M
XOM icon
9
ExxonMobil
XOM
$650B
$944M 1.29%
8,778,005
+460,543
+6% +$53.9M
NVDA icon
10
NVIDIA
NVDA
$5.06T
$937M 1.28%
6,973,982
+183,313
+3% +$25.3M
GOOGL icon
11
Alphabet (Google) Class A
GOOGL
$3.89T
$743M 1.02%
3,926,725
-25,289
-0.6% -$4.42M
SN icon
12
SharkNinja
SN
$20.6B
$699M 0.96%
7,179,756
+2,155,136
+43% +$220M
JPM icon
13
JPMorgan Chase
JPM
$930B
$691M 0.94%
2,881,451
+147,134
+5% +$34.3M
VUG icon
14
Vanguard Growth ETF
VUG
$217B
$582M 0.8%
8,508,036
+99,816
+1% +$6.71M
QQQ icon
15
Invesco QQQ Trust
QQQ
$460B
$578M 0.79%
1,129,665
+50,596
+5% +$25.6M
AVGO icon
16
Broadcom
AVGO
$1.87T
$572M 0.78%
2,468,761
-27,594
-1% -$5.1M
JNJ icon
17
Johnson & Johnson
JNJ
$624B
$543M 0.74%
3,753,994
+198,978
+6% +$30.8M
VEA icon
18
Vanguard FTSE Developed Markets ETF
VEA
$226B
$506M 0.69%
10,575,056
+76,601
+0.7% +$3.85M
V icon
19
Visa
V
$669B
$500M 0.68%
1,581,126
+51,910
+3% +$15.6M
VTI icon
20
Vanguard Total Stock Market ETF
VTI
$654B
$470M 0.64%
1,621,870
-101,831
-6% -$29.7M
IWF icon
21
iShares Russell 1000 Growth ETF
IWF
$123B
$470M 0.64%
4,680,620
+268,184
+6% +$26.4M
IJH icon
22
iShares Core S&P Mid-Cap ETF
IJH
$122B
$457M 0.62%
7,326,920
+276,179
+4% +$17.7M
GOOG icon
23
Alphabet (Google) Class C
GOOG
$3.89T
$431M 0.59%
2,263,284
+15,439
+0.7% +$2.73M
VIG icon
24
Vanguard Dividend Appreciation ETF
VIG
$110B
$430M 0.59%
2,194,048
-17,090
-0.8% -$3.41M
SIXH icon
25
ETC 6 Meridian Hedged Equity Index Option ETF
SIXH
$572M
$424M 0.58%
11,544,853
+333,493
+3% +$12.5M
1
2 3 4 5

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HighTower Advisors's Q4 2024 Portfolio in Review

As of Q4 2024, HighTower Advisors held 4,120 positions worth $73.1B, up 4.5% from $70B the previous quarter. Its ten largest holdings account for 19% of the portfolio.

HighTower Advisors deployed $6.15B of net new capital in Q4 2024, opening 390 new positions and adding to 1,802 existing holdings. Its largest new stake was Microsoft: 5,023,862 shares worth $2.12B.

By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 14% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was TechTarget, an estimated $32.9M trimmed.

  • HighTower Advisors's largest Q4 2024 buy was Microsoft: 5,023,862 shares worth $2.12B.
  • HighTower Advisors added most to SharkNinja in Q4 2024, an estimated $220M increase.
  • HighTower Advisors's biggest Q4 2024 reduction was TechTarget, cutting an estimated $32.9M.
  • HighTower Advisors fully exited Marathon Oil Corporation in Q4 2024, selling an estimated $12.6M.
  • HighTower Advisors's ten largest holdings make up 19% of its $73.1B portfolio in Q4 2024.
  • HighTower Advisors opened 390 new positions and closed 320 in Q4 2024.
  • HighTower Advisors's portfolio value rose 4.5% quarter-over-quarter to $73.1B.

Based on HighTower Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.