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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
AAPL icon
1
Apple
AAPL
$4.72T
$2.45B 3.32%
11,026,265
-388,336
-3% -$90M
MSFT icon
2
Microsoft
MSFT
$2.83T
$1.86B 2.53%
4,956,755
-67,107
-1% -$27.4M
BRK.A icon
3
Berkshire Hathaway Class A
BRK.A
$1.06T
$1.52B 2.06%
1,903
+12
+0.6% +$8.75M
IVV icon
4
iShares Core S&P 500 ETF
IVV
$875B
$1.44B 1.95%
2,562,155
+248,194
+11% +$147M
BRK.B icon
5
Berkshire Hathaway Class B
BRK.B
$1.06T
$1.33B 1.8%
2,494,554
+14,405
+0.6% +$7M
VOO icon
6
Vanguard S&P 500 ETF
VOO
$967B
$1.23B 1.66%
2,387,112
+266,055
+13% +$144M
SPY icon
7
State Street SPDR S&P 500 ETF Trust
SPY
$777B
$1.06B 1.44%
1,898,202
-256
-0% -$150K
AMZN icon
8
Amazon
AMZN
$2.51T
$992M 1.35%
5,211,444
-339,986
-6% -$73.8M
XOM icon
9
ExxonMobil
XOM
$650B
$960M 1.3%
8,072,641
-705,364
-8% -$78M
NVDA icon
10
NVIDIA
NVDA
$5.06T
$774M 1.05%
7,144,518
+170,536
+2% +$21.6M
JPM icon
11
JPMorgan Chase
JPM
$930B
$665M 0.9%
2,711,347
-170,104
-6% -$43.4M
JNJ icon
12
Johnson & Johnson
JNJ
$624B
$661M 0.9%
3,982,788
+228,794
+6% +$35.8M
GOOGL icon
13
Alphabet (Google) Class A
GOOGL
$3.89T
$605M 0.82%
3,913,902
-12,823
-0.3% -$2.33M
SN icon
14
SharkNinja
SN
$20.6B
$588M 0.8%
7,045,186
-134,570
-2% -$13.7M
QQQ icon
15
Invesco QQQ Trust
QQQ
$460B
$557M 0.76%
1,187,148
+57,483
+5% +$29.2M
VUG icon
16
Vanguard Growth ETF
VUG
$217B
$548M 0.74%
8,872,680
+364,644
+4% +$24.6M
V icon
17
Visa
V
$669B
$537M 0.73%
1,531,986
-49,140
-3% -$16.6M
VEA icon
18
Vanguard FTSE Developed Markets ETF
VEA
$226B
$526M 0.71%
10,356,242
-218,814
-2% -$11.1M
VTV icon
19
Vanguard Value ETF
VTV
$188B
$505M 0.69%
2,924,994
+471,994
+19% +$82.3M
GLD icon
20
SPDR Gold Trust
GLD
$130B
$462M 0.63%
1,604,924
-40,843
-2% -$10.8M
SIXH icon
21
ETC 6 Meridian Hedged Equity Index Option ETF
SIXH
$572M
$459M 0.62%
11,678,752
+133,899
+1% +$5.12M
VTI icon
22
Vanguard Total Stock Market ETF
VTI
$654B
$445M 0.6%
1,618,346
-3,524
-0.2% -$1.02M
PG icon
23
Procter & Gamble
PG
$342B
$433M 0.59%
2,540,275
+29,229
+1% +$4.9M
IJH icon
24
iShares Core S&P Mid-Cap ETF
IJH
$122B
$431M 0.58%
7,383,609
+56,689
+0.8% +$3.52M
SCHF icon
25
Schwab International Equity ETF
SCHF
$65.7B
$428M 0.58%
21,650,268
-212,179
-1% -$4.16M
1
2 3 4 5

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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.