Latest HighTower Advisors, LLC Stock Portfolio
HighTower Advisors, LLC Performance:
2025 Q1: -1.95%YTD: -1.95%2024: 9.04%
Performance for 2025 Q1 is -1.95%, and YTD is -1.95%, and 2024 is 9.04%.
About HighTower Advisors, LLC and 13F Hedge Fund Stock Holdings
HighTower Advisors, LLC is a hedge fund based in CHICAGO, IL. On 17-Aug-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $105.2 Billions. In it's latest 13F Holdings report, HighTower Advisors, LLC reported an equity portfolio of $73.7 Billions as of 31 Mar, 2025.
The top stock holdings of HighTower Advisors, LLC are AAPL, MSFT, . The fund has invested 3.3% of it's portfolio in APPLE INC and 2.5% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off INDEPENDENT BANK GROUP INC (IBTX), VITA COCO CO INC (COCO) and VOLATILITY SHS TR stocks. They significantly reduced their stock positions in INVESCO EXCH TRADED FD TR II (CGW), INVESCO EXCHANGE TRADED FD T (CSD) and FULL TRUCK ALLIANCE CO LTD (YMM). HighTower Advisors, LLC opened new stock positions in FRANKLIN TEMPLETON ETF TR (BUYZ), INVESCO EXCHANGE TRADED FD T (CSD) and ISHARES TR. The fund showed a lot of confidence in some stocks as they added substantially to HARTFORD FDS EXCHANGE TRADED (HCOM), UP FINTECH HLDG LTD (TIGR) and FIDELITY COVINGTON TRUST (FBCG).
The top stock holdings of HighTower Advisors, LLC are AAPL, MSFT, . The fund has invested 3.3% of it's portfolio in APPLE INC and 2.5% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off INDEPENDENT BANK GROUP INC (IBTX), VITA COCO CO INC (COCO) and VOLATILITY SHS TR stocks. They significantly reduced their stock positions in INVESCO EXCH TRADED FD TR II (CGW), INVESCO EXCHANGE TRADED FD T (CSD) and FULL TRUCK ALLIANCE CO LTD (YMM). HighTower Advisors, LLC opened new stock positions in FRANKLIN TEMPLETON ETF TR (BUYZ), INVESCO EXCHANGE TRADED FD T (CSD) and ISHARES TR. The fund showed a lot of confidence in some stocks as they added substantially to HARTFORD FDS EXCHANGE TRADED (HCOM), UP FINTECH HLDG LTD (TIGR) and FIDELITY COVINGTON TRUST (FBCG).
HighTower Advisors, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that HighTower Advisors, LLC made a return of -1.95% in the last quarter. In trailing 12 months, it's portfolio return was 2.67%.
New Buys
| Ticker | $ Bought |
|---|---|
| franklin templeton etf tr | 23,701,100 |
New stocks bought by HighTower Advisors, LLC
Additions
| Ticker | % Inc. |
|---|---|
| hartford fds exchange traded | 15,924 |
| fidelity covington trust | 4,506 |
| invesco exchange traded fd t | 4,234 |
| vici pptys inc | 1,806 |
| putnam etf trust | 1,460 |
| wisdomtree tr | 503 |
| spdr ser tr | 448 |
| capital group dividend value | 378 |
Additions to existing portfolio by HighTower Advisors, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| fidelity national financial | -43.03 |
| invesco exchange traded fd t | -41.77 |
| williams cos inc | -38.62 |
| freeport-mcmoran inc | -35.98 |
| general mtrs co | -34.16 |
| novo-nordisk a s | -30.29 |
| ge vernova inc | -29.34 |
| dow inc | -27.6 |
HighTower Advisors, LLC reduced stake in above stock
Sold off
Sector Distribution
HighTower Advisors, LLC has about 51.1% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 51.1 |
| Technology | 12.1 |
| Financial Services | 6.5 |
| Healthcare | 5.7 |
| Consumer Cyclical | 5 |
| Industrials | 4.8 |
| Consumer Defensive | 3.7 |
| Energy | 3.3 |
| Communication Services | 3.3 |
| Utilities | 1.8 |
| Real Estate | 1.3 |
| Basic Materials | 1.3 |
Market Cap. Distribution
HighTower Advisors, LLC has about 45.6% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 51.1 |
| LARGE-CAP | 23.1 |
| MEGA-CAP | 22.5 |
| MID-CAP | 2.2 |
Stocks belong to which Index?
About 45.7% of the stocks held by HighTower Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 54.3 |
| S&P 500 | 43.6 |
| RUSSELL 2000 | 2.1 |
HighTower Advisors, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of HighTower Advisors, LLC
HighTower Advisors, LLC has 3454 stocks in it's portfolio. About 18.5% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for HighTower Advisors, LLC last quarter.
Last Reported on: 13 May, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 3.32 | 11,026,300 | 2,449,260,000 | reduced | -3.4 | ||
| AAXJ | ishares tr | 0.23 | 1,591,610 | 167,819,000 | reduced | -0.11 | ||
| AAXJ | ishares tr | 0.12 | 1,682,210 | 88,097,200 | added | 4.44 | ||
| AAXJ | ishares tr | 0.07 | 473,418 | 55,101,200 | reduced | -5.1 | ||
| AAXJ | ishares tr | 0.06 | 731,912 | 46,498,400 | reduced | -5.63 | ||
| AAXJ | ishares tr | 0.06 | 397,472 | 43,904,800 | added | 74.93 | ||
| AAXJ | ishares tr | 0.06 | 389,506 | 42,627,500 | added | 7.34 | ||
| AAXJ | ishares tr | 0.05 | 379,538 | 40,079,200 | added | 3.44 | ||
| AAXJ | ishares tr | 0.04 | 365,815 | 33,139,200 | added | 19.2 | ||
| AAXJ | ishares tr | 0.04 | 992,131 | 30,775,900 | added | 142 | ||
| AAXJ | ishares tr | 0.04 | 913,951 | 28,085,700 | reduced | -2.22 | ||
| AAXJ | ishares tr | 0.04 | 179,543 | 27,488,100 | added | 21.31 | ||
| AAXJ | ishares tr | 0.04 | 223,311 | 26,380,900 | reduced | -6.8 | ||
| AAXJ | ishares tr | 0.04 | 446,458 | 26,314,300 | reduced | -8.86 | ||
| AAXJ | ishares tr | 0.03 | 410,696 | 23,656,100 | added | 0.93 | ||
| AAXJ | ishares tr | 0.03 | 428,629 | 22,567,300 | added | 4.59 | ||
| ABBV | abbvie inc | 0.45 | 1,580,360 | 331,116,000 | added | 0.41 | ||
| ABC | cencora inc | 0.05 | 127,697 | 35,511,300 | reduced | -1.62 | ||
| ABT | abbott labs | 0.35 | 1,921,520 | 254,890,000 | reduced | -0.05 | ||
| ACES | alps etf tr | 0.06 | 881,398 | 45,779,800 | reduced | -6.48 | ||