HighTower Advisors, LLC

Q1 2025 13F-HR Holdings

Location
Chicago, IL
Holdings as of
3/31/2025
Date filed
5/13/2025
Form type
13F-HR
Num holdings
3,723
Total value ($000)
$73,690,867
Net value change ($000)
+558,547 (0.8%)
New positions
238
Sold out positions
235
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/7/2025 Next filing: 8/11/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BRK-B 231,814 18.0%
BRK-B 204,348 18.2%
JNJ 117,603 21.7%
AEP 94,022 82.2%
VTV 89,971 21.7%
VOO 83,914 7.3%
IVV 77,493 5.7%
CGDV 70,494 383.7%
MO 69,028 97.4%
LYB 68,956 125.5%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -409,180 -14.3%
MSFT -256,842 -12.1%
AMZN -226,399 -18.6%
AVGO -172,222 -30.1%
NVDA -162,213 -17.3%
GOOGL -138,083 -18.6%
TSLA -117,112 -33.4%
SN -111,382 -15.9%
GOOGL -91,842 -21.3%
GM -67,919 -41.9%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 24,457 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type