High Tower Advisors, LLC Purchases in Q1 2025

High Tower Advisors, LLC

  • $71.3 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
95.1K
+ 3.07%
$22.46 - $23.26 $2.14M - $2.21M
3.19M $73.8M
VDE
Vanguard Energy ETF

ETFs
14.6K
+ 7.13%
$119.14 - $132.76 $1.74M - $1.94M
220K $28.5M
NVS
Novartis Ag

Healthcare
2.49K
+ 1.06%
$97.14 - $115.57 $242K - $288K
238K $26.5M
AON
Aon PLC

Financial Services
5.14K
+ 13.32%
$348.44 - $409.32 $1.79M - $2.1M
43.7K $17.5M
PSX
Phillips 66

Energy
138
+ 0.04%
$113.93 - $131.55 $15.7K - $18.2K
369K $45.5M
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
198K
New
$14.09 - $18.05 $2.79M - $3.57M
198K $3.54M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
61.2K
+ 7.99%
$46.18 - $47.84 $2.83M - $2.93M
828K $39.3M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
107K
+ 9.17%
$25.83 - $27.09 $2.76M - $2.89M
1.27M $33.9M
AGZ
Ishares Agency Bond ETF

ETFs
26.7K
+ 7.34%
$107.46 - $109.48 $2.86M - $2.92M
390K $42.6M
IDEV
Ishares Core Msci Intl Develop

ETFs
24.2K
+ 6.13%
$63.77 - $71.36 $1.54M - $1.73M
419K $28.9M
RF
Regions Financial Corp

Financial Services
172K
+ 80.56%
$20.84 - $24.77 $3.59M - $4.27M
386K $8.4M
BUR
Burford Capital LTD

Financial Services
242K
+ 75.05%
$12.5 - $15.6 $3.03M - $3.78M
565K $7.47M
BCS
Barclays PLC

Financial Services
166K
+ 44.91%
$12.69 - $16.25 $2.1M - $2.69M
535K $8.21M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
36.7K
+ 63.67%
$91.76 - $103.26 $3.36M - $3.79M
94.3K $8.72M
DTE
Dte Energy CO

Utilities
12.5K
+ 14.9%
$117.6 - $138.27 $1.47M - $1.72M
96.1K $13.3M
EXC
Exelon Corp

Utilities
21.4K
+ 8.26%
$37.3 - $46.08 $798K - $985K
280K $12.9M
IBHG
Ishares Tr Ibonds 2027 Term Hi
139K
+ 40.18%
$22.21 - $22.56 $3.1M - $3.15M
487K $10.9M
IAI
Ishares Tr Us Broker Dealers &

ETFs
22.9K
+ 144.82%
$134.68 - $159.3 $3.08M - $3.64M
38.6K $5.41M
XDSQ
Innovator Etfs Tr Us Equity Ac
91K
+ 500.43%
$34.21 - $38.09 $3.11M - $3.47M
109K $3.8M
ASTS
Ast Space Mobile, Inc.

Communication Services
131K
+ 174.62%
$17.72 - $33.8 $2.32M - $4.43M
206K $4.69M
UDN
Invesco Db Us Dollar Index Bearish Fund

ETFs
177K
New
$16.52 - $17.68 $2.92M - $3.13M
177K $3.1M
WELL
Welltower Inc.

Real Estate
4.39K
+ 5.01%
$124.05 - $156.86 $544K - $688K
92K $14.1M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
75.1K
+ 31.91%
$67.24 - $84.27 $5.05M - $6.33M
311K $21.2M
GXC
Spdr Index Shs Fund Spdr S&P C

ETFs
35.3K
New
$70.96 - $92.65 $2.5M - $3.27M
35.3K $3.04M
DVN
Devon Energy Corp

Energy
5.22K
+ 0.87%
$33.15 - $38.55 $173K - $201K
606K $22.6M
HMOP
Hartford Fds Exchange Traded T

ETFs
86.5K
+ 5.5%
$38.25 - $39.12 $3.31M - $3.38M
1.66M $63.8M
VPU
Vanguard Utilities ETF

ETFs
16.3K
+ 61.95%
$161.24 - $173.33 $2.63M - $2.83M
42.7K $7.29M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
116K
+ 17.37%
$25.05 - $25.16 $2.9M - $2.91M
781K $19.7M
AGI
Alamos Gold Inc

Basic Materials
101K
+ 363.62%
$18.69 - $26.74 $1.89M - $2.71M
129K $3.45M
LNG
Cheniere Energy, Inc.

Energy
1.31K
+ 0.83%
$209.32 - $253.66 $274K - $332K
160K $37M
BKH
Black Hills Corp

Utilities
43.1K
+ 29.61%
$55.74 - $61.86 $2.4M - $2.66M
188K $11.4M
BHP
Bhp Group LTD

Basic Materials
60.2K
+ 74.78%
$48.18 - $52.11 $2.9M - $3.14M
141K $6.83M
BKR
Baker Hughes CO

Energy
21.6K
+ 3.27%
$41.16 - $48.85 $890K - $1.06M
683K $30M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
67.4K
+ 41.61%
$48.06 - $53.73 $3.24M - $3.62M
229K $11.2M
LQD
Ishares Iboxx $ Investment Gra

ETFs
21K
+ 7.29%
$105.1 - $109.61 $2.2M - $2.3M
309K $33.6M
SAP
Sap Se

Technology
3.99K
+ 5.21%
$241.4 - $293.69 $964K - $1.17M
80.7K $21.7M
AES
Aes Corp

Utilities
265K
+ 22.27%
$9.93 - $13.23 $2.63M - $3.5M
1.45M $18.1M
TROW
Price T Rowe Group Inc

Financial Services
64.6K
+ 42.88%
$91.57 - $116.93 $5.91M - $7.55M
215K $19.8M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
101K
+ 4.7%
$24.5 - $24.95 $2.47M - $2.51M
2.24M $55.5M
PPL
Ppl Corp

Utilities
58.4K
+ 36.77%
$31.68 - $36.11 $1.85M - $2.11M
217K $7.85M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
25.5K
+ 8.17%
$100.32 - $100.76 $2.56M - $2.57M
337K $33.9M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
47.1K
+ 225.62%
$46.83 - $56.05 $2.2M - $2.64M
67.9K $3.62M
LVHI
Franklin International Low Vol

ETFs
34.6K
+ 4.23%
$30.53 - $32.85 $1.06M - $1.14M
853K $27.6M
PAYX
Paychex Inc

Industrials
1.56K
+ 0.92%
$136.06 - $154.52 $213K - $242K
171K $26.4M
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
73.2K
New
$35.26 - $36.57 $2.58M - $2.68M
73.2K $2.6M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
27.6K
+ 1.62%
$44.41 - $45.98 $1.23M - $1.27M
1.73M $79.2M
CACI
Caci International Inc

Technology
5.99K
+ 17.69%
N/A
39.9K $17.1M
XDQQ
Innovator Etfs Tr Growth Accel
89.3K
+ 90.27%
$31.75 - $36.66 $2.83M - $3.27M
188K $5.99M
CHKP
Check Point Software Technologies LTD

Technology
196
+ 0.32%
$179.88 - $231.31 $35.3K - $45.3K
61K $13.9M
Activity Summary
Buys All Purchases 1785 New Holdings 239 Increased Positions 1546 Sells All Sells 1540 Reductions 1540 Sold out 0 Options Calls 134 Puts 69
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