SEC 13F Intelligence

Managers / Q1 2025 · view latest →

HighTower Advisors, LLC

CIK 0001462245 · 200 W. MADISON ST., SUITE 2500, CHICAGO, IL, 60606 · 312-962-3843

Reported Value
$73.7B
Q1 2025
Positions
3,723
Filings on Record
30
2019–present window
Filed
May 13, 2025
original filing

Summary

Hightower Advisors, LLC reported $73.7B in U.S.-listed holdings across 3,723 positions for Q1 2025.

Its largest position, AAPL, represents 3.3% of the portfolio.

Compared with Q4 2024, the fund opened 240 new positions and exited 239.

Portfolio Metrics

Turnover
+7.1%
vs prior filed quarter
Top-10 Concentration
+18.5%
share of reported value
Largest Position
+3.3%
Apple
New / Exited
240 / 239
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $13.0BQ4 ’18Q1 ’19: $15.0BQ2 ’19: $16.8BQ3 ’19: $18.4BQ4 ’19: $16.9BQ4 ’19Q1 ’20: $15.4BQ2 ’20: $18.3BQ3 ’20: $20.7BQ4 ’20: $24.0BQ4 ’20Q1 ’21: $31.7BQ2 ’21: $34.5BQ3 ’21: $37.4BQ4 ’21: $45.6BQ4 ’21Q1 ’22: $44.9BQ2 ’22: $38.7BQ3 ’22: $37.3BQ4 ’22: $43.7BQ4 ’22Q1 ’23: $45.8BQ2 ’23: $50.8BQ3 ’23: $53.2BQ4 ’23: $59.6BQ4 ’23Q1 ’24: $61.7BQ2 ’24: $64.7BQ3 ’24: $70.0BQ4 ’24: $73.1BQ4 ’24Q1 ’25: $73.7BQ2 ’25: $79.8BQ3 ’25: $88.1BQ4 ’25: $91.4BQ4 ’25Q1 ’26: $94.2Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 50.1%ETP: 44.4%Other: 2.6%REIT: 1.2%ADR: 1.0%Other: 0.7%
  • Common Stock · 50.1% · $36.9B
  • ETP · 44.4% · $32.7B
  • Other · 2.6% · $1.9B
  • REIT · 1.2% · $853M
  • ADR · 1.0% · $727M
  • Other · 0.7% · $517M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
FRANKLIN TEMPLETON ETF TRNEW+447.1K447.1K+$24M$24M
INVESCO EXCHANGE TRADED FD TNEW+412.0K412.0K+$21M$21M
ISHARES TRNEW+767.6K767.6K+$20M$20M
2023 ETF SERIES TRUST IINEW+501.5K501.5K+$13M$13M
ELEVATION SERIES TRUSTNEW+394.5K394.5K+$10M$10M
MORGAN STANLEY ETF TRUSTNEW+197.6K197.6K+$10M$10M
PROSHARES TRNEW+222.4K222.4K+$9M$9M
AGF INVTS TRNEW+396.1K396.1K+$8M$8M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2025

38 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1ISHARES TRCORE S&P500 ETF · CORE S&P MCP ETF · RUS 1000 GRW ETF · CORE MSCI EAFE · CORE S&P SCP ETF4.03%$3.0B18.97M
2BRK/ABERKSHIRE HATHAWAY INC DELCL A · CL B NEW3.86%$2.8B2.50M
3VUGVANGUARD INDEX FDSS&P 500 ETF SHS · GROWTH ETF · VALUE ETF · TOTAL STK MKT3.70%$2.7B8.41M
4AAPLAPPLE INChistory →COM3.32%$2.4B11.03M
5MSFTMICROSOFT CORPhistory →COM2.53%$1.9B4.96M
6SPDR S&P 500 ETF TRTR UNIT1.44%$1.1B1.90M
7SCHWAB STRATEGIC TRINTL EQTY ETF · US LRG CAP ETF · EMRG MKTEQ ETF1.37%$1.0B45.52M
8AMZNAMAZON COM INChistory →COM1.35%$992M5.21M
9EXMOCEXXON MOBIL CORPhistory →COM1.30%$960M8.07M
10GOOGLALPHABET INCCAP STK CL A · CAP STK CL C1.28%$944M6.08M
11NVDANVIDIA CORPORATIONhistory →COM1.05%$774M7.14M
12SIXHEXCHANGE TRADED CONCEPTS TRUETC 6 HEDGED EQU · ETC 6 MEGA CAP1.03%$760M18.16M
13JPMJPMORGAN CHASE & CO.history →COM0.90%$665M2.71M
14JNJJOHNSON & JOHNSONhistory →COM0.90%$661M3.98M
15SHARKNINJA INCCOM SHS0.80%$588M7.05M
16NDQINVESCO QQQ TRhistory →UNIT SER 10.76%$557M1.19M
17VVISA INChistory →COM CL A0.73%$537M1.53M
18VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT0.71%$526M10.36M
19GQ9SPDR GOLD TRhistory →GOLD SHS0.63%$462M1.60M
20PGPROCTER AND GAMBLE COhistory →COM0.59%$433M2.54M
21VANGUARD SPECIALIZED FUNDSDIV APP ETF0.58%$426M2.20M
22LLYELI LILLY & COhistory →COM0.58%$424M513.4K
23PEPPEPSICO INChistory →COM0.56%$409M2.73M
24AVGOBROADCOM INChistory →COM0.54%$400M2.39M
25COSTCOSTCO WHSL CORP NEWhistory →COM0.53%$394M416.6K
26CHVCHEVRON CORP NEWhistory →COM0.53%$387M2.31M
27MCDMCDONALDS CORPhistory →COM0.52%$387M1.24M
28HDHOME DEPOT INChistory →COM0.49%$361M984.5K
29METAMETA PLATFORMS INChistory →CL A0.48%$356M617.3K
30IBMINTERNATIONAL BUSINESS MACHShistory →COM0.46%$336M1.35M
31CSCOCISCO SYS INChistory →COM0.46%$335M5.44M
32MRKMERCK & CO INChistory →COM0.45%$332M3.70M
33ABBVABBVIE INChistory →COM0.45%$331M1.58M
34MAMASTERCARD INCORPORATEDhistory →CL A0.41%$302M551.8K
35UNHUNITEDHEALTH GROUP INChistory →COM0.41%$301M573.8K
36RTXRTX CORPORATIONhistory →COM0.41%$301M2.27M
37BACVERIZON COMMUNICATIONS INChistory →COM0.38%$281M6.19M
38VANGUARD BD INDEX FDSTOTAL BND MRKT0.37%$274M3.74M

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$94.2B3,796May 5, 202613F-HRchanges · EDGAR ↗
Q4 2025$91.4B3,644Feb 6, 202613F-HRchanges · EDGAR ↗
Q3 2025$88.1B3,830Nov 7, 202513F-HRchanges · EDGAR ↗
Q2 2025$79.8B3,752Aug 11, 202513F-HRchanges · EDGAR ↗
Q1 2025$73.7B3,723May 13, 202513F-HRchanges · EDGAR ↗
Q4 2024$73.1B3,803Feb 7, 202513F-HRchanges · EDGAR ↗
Q3 2024$70.0B3,730Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$64.7B3,667Aug 13, 202413F-HRchanges · EDGAR ↗
Q1 2024$61.7B3,605May 6, 202413F-HRchanges · EDGAR ↗
Q4 2023$59.6B3,685Feb 12, 202413F-HRchanges · EDGAR ↗
Q3 2023$53.2B3,601Nov 8, 202313F-HRchanges · EDGAR ↗
Q2 2023$50.8B3,457Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$45.8B3,397May 12, 202313F-HRchanges · EDGAR ↗
Q4 2022$43.7B3,385Feb 9, 202313F-HRchanges · EDGAR ↗
Q3 2022$37.3B3,241Nov 9, 202213F-HRchanges · EDGAR ↗
Q2 2022$38.7B3,254Aug 10, 202213F-HRchanges · EDGAR ↗
Q1 2022$44.9B3,450May 12, 202213F-HRchanges · EDGAR ↗
Q4 2021$45.6B3,385Feb 10, 202213F-HRchanges · EDGAR ↗
Q3 2021$37.4B3,270Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$34.5B3,205Aug 6, 202113F-HRchanges · EDGAR ↗
Q1 2021$31.7B3,090May 10, 202113F-HRchanges · EDGAR ↗
Q4 2020$24.0B2,626Feb 10, 202113F-HRchanges · EDGAR ↗
Q3 2020$20.7B2,574Nov 13, 202013F-HRchanges · EDGAR ↗
Q2 2020$18.3B2,457Aug 10, 202013F-HRchanges · EDGAR ↗
Q1 2020$15.4B2,258May 21, 202013F-HRchanges · EDGAR ↗
Q4 2019$16.9B2,305Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$18.4B2,436Nov 12, 201913F-HRchanges · EDGAR ↗
Q2 2019$16.8B2,395Aug 13, 201913F-HRchanges · EDGAR ↗
Q1 2019$15.0B2,321May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$13.0B2,220Feb 14, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.