High Tower Advisors, LLC Incresed Positions in Q1 2025

High Tower Advisors, LLC

  • $71.3 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
12
+ 0.63%
$663000.0 - $801950.0 $7.96M - $9.62M
1.9K $1.52B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
14.4K
+ 0.58%
$442.66 - $534.52 $6.38M - $7.7M
2.49M $1.33B
JNJ
Johnson & Johnson

Healthcare
229K
+ 6.09%
$142.06 - $167.7 $32.5M - $38.4M
3.98M $661M
AEP
American Electric Power CO Inc

Utilities
667K
+ 53.81%
$90.32 - $109.27 $60.3M - $72.9M
1.91M $208M
VTV
Vanguard Value ETF

ETFs
472K
+ 19.24%
$167.73 - $179.21 $79.2M - $84.6M
2.92M $505M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
266K
+ 12.54%
$507.05 - $563.67 $135M - $150M
2.39M $1.23B
IVV
Ishares Core S&P 500 ETF

ETFs
248K
+ 10.73%
$554.06 - $615.85 $138M - $153M
2.56M $1.44B
CGDV
Capital Group Divid Value ETF

ETFs
1.97M
+ 378.6%
$34.95 - $37.36 $68.9M - $73.7M
2.49M $88.9M
MO
Altria Group, Inc.

Consumer Defensive
976K
+ 71.97%
$50.81 - $60.02 $49.6M - $58.5M
2.33M $140M
LYB
Lyondell Basell Industries N.V.

Basic Materials
1.02M
+ 137.88%
$69.82 - $78.67 $71.2M - $80.3M
1.76M $124M
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.16M
+ 70.78%
$24.91 - $29.02 $78.6M - $91.6M
7.61M $191M
VICI
Vici Properties Inc.

Real Estate
1.91M
+ 1806.08%
$28.21 - $32.68 $53.8M - $62.4M
2.01M $65.7M
CSCO
Cisco Systems, Inc.

Technology
807K
+ 17.42%
$58.74 - $64.87 $47.4M - $52.3M
5.44M $335M
LLY
Eli Lilly & CO

Healthcare
43.1K
+ 9.16%
$725.72 - $929.72 $31.3M - $40.1M
513K $424M
CVX
Chevron Corp

Energy
53.2K
+ 2.36%
$146.71 - $167.97 $7.81M - $8.94M
2.31M $387M
HTRB
Hartford Fds Total Return Bd E

ETFs
1.67M
+ 15924.37%
$33.03 - $34.09 $55.3M - $57.1M
1.69M $57.1M
DFAI
Dimensional ETF Tr

ETFs
1.71M
+ 323.61%
$28.88 - $32.4 $49.3M - $55.3M
2.23M $69.7M
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.97M
+ 26.95%
$21.75 - $24.28 $64.7M - $72.2M
14M $309M
ABBV
Abb Vie Inc.

Healthcare
6.53K
+ 0.41%
$169.2 - $216.66 $1.1M - $1.41M
1.58M $331M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.49M
+ 17.78%
$25.81 - $28.52 $38.4M - $42.4M
9.86M $272M
PVAL
Putnam ETF Tr Putnam Focused L
1.25M
+ 1460.33%
$36.8 - $39.59 $45.9M - $49.4M
1.33M $50.7M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
597K
+ 448.17%
$77.33 - $90.16 $46.2M - $53.8M
730K $57.2M
VO
Vanguard Mid Cap ETF

ETFs
190K
+ 27.63%
$251.87 - $277.95 $47.9M - $52.9M
879K $227M
VZ
Verizon Communications Inc

Communication Services
292K
+ 4.95%
$37.81 - $46.49 $11M - $13.6M
6.19M $281M
PM
Philip Morris International Inc.

Consumer Defensive
25.2K
+ 2.43%
$117.15 - $158.79 $2.95M - $4M
1.06M $168M
AMGN
Amgen Inc

Healthcare
19K
+ 2.67%
$258.59 - $327.36 $4.9M - $6.2M
728K $227M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
822K
+ 503.35%
$48.02 - $53.02 $39.5M - $43.6M
985K $48.8M
IEFA
Ishares Tr

ETFs
194K
+ 4.16%
$69.57 - $78.65 $13.5M - $15.2M
4.85M $367M
RTX
Raytheon Technologies Corp

Industrials
13.2K
+ 0.58%
$114.1 - $135.66 $1.5M - $1.79M
2.27M $301M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
740K
+ 44.69%
$48.43 - $49.9 $35.8M - $36.9M
2.39M $119M
MCD
Mcdonalds Corp

Consumer Cyclical
33K
+ 2.74%
$279.74 - $321.29 $9.24M - $10.6M
1.24M $387M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
269K
+ 26.24%
$126.11 - $135.06 $33.9M - $36.3M
1.29M $167M
SIXH
Exchange Trd Con Tr Etc 6 Meri

ETFs
134K
+ 1.16%
$36.37 - $39.49 $4.87M - $5.29M
11.7M $459M
MGV
Vanguard Mega Cap Value

ETFs
242K
+ 51.57%
$123.61 - $133.01 $30M - $32.2M
713K $91.8M
DFAE
Dimensional ETF Tr

ETFs
1.23M
+ 176.45%
$24.64 - $26.86 $30.3M - $33.1M
1.93M $50M
SPYG
Spdr Portfolio

ETFs
554K
+ 33.5%
$80.05 - $92.39 $44.3M - $51.2M
2.21M $177M
OXY
Occidental Petroleum Corp

Energy
621K
+ 33.53%
$45.45 - $52.7 $28.2M - $32.7M
2.47M $122M
PEP
Pepsico Inc

Consumer Defensive
222K
+ 8.87%
$142.64 - $156.42 $31.7M - $34.8M
2.73M $409M
WFC
Wells Fargo & Company

Financial Services
331K
+ 12.29%
$66.78 - $81.42 $22.1M - $27M
3.03M $217M
SIXA
Exchange Traded Concepts Tr Et

ETFs
298K
+ 4.81%
$43.51 - $47.41 $13M - $14.1M
6.48M $302M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
544K
+ 28.35%
$49.78 - $53.19 $27.1M - $29M
2.46M $126M
ARCC
Ares Capital Corp

Financial Services
1.22M
+ 87.15%
$21.28 - $23.81 $26M - $29.1M
2.62M $58.1M
PEJ
Invesco Exchange Traded Fd Tr

ETFs
557K
+ 4234.85%
$46.78 - $57.72 $26M - $32.1M
570K $27.7M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
658K
+ 53.33%
$33.84 - $37.77 $22.3M - $24.8M
1.89M $68.9M
FANG
Diamondback Energy, Inc.

Energy
154K
+ 320.21%
$139.9 - $180.18 $21.6M - $27.8M
202K $32.3M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
155K
+ 8.12%
$63.07 - $73.5 $9.78M - $11.4M
2.06M $145M
PANW
Palo Alto Networks Inc

Technology
167K
+ 37.66%
$167.82 - $208.28 $28M - $34.7M
609K $104M
TLT
Ishares Barclays 20+ Year Trea

ETFs
225K
+ 31.88%
$85.29 - $92.57 $19.2M - $20.9M
932K $84.8M
NEE
Nextera Energy Inc

Utilities
352K
+ 15.1%
$66.96 - $76.16 $23.6M - $26.8M
2.68M $190M
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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