High Tower Advisors, LLC Reduced Holdings in Q1 2025

High Tower Advisors, LLC

  • $71.3 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-388K
- 3.4%
$209.68 - $247.1 $81.4M - $96M
11M $2.45B
MSFT
Microsoft Corp

Technology
-67.1K
- 1.34%
$375.39 - $447.2 $25.2M - $30M
4.96M $1.86B
AMZN
Amazon Com Inc

Consumer Cyclical
-340K
- 6.12%
$190.26 - $242.06 $64.7M - $82.3M
5.21M $992M
AVGO
Broadcom Inc.

Technology
-78.9K
- 3.2%
$167.43 - $244.7 $13.2M - $19.3M
2.39M $400M
GOOGL
Alphabet Inc.

Communication Services
-12.8K
- 0.33%
$154.33 - $206.19 $1.98M - $2.64M
3.91M $605M
GOOG
Alphabet Inc.

Communication Services
-92.3K
- 4.08%
$156.06 - $207.71 $14.4M - $19.2M
2.17M $339M
GM
General Motors CO

Consumer Cyclical
-1.04M
- 34.16%
$45.22 - $54.92 $47M - $57.1M
2M $94.3M
APO
Apollo Global Management, Inc.

Financial Services
-308K
- 74.11%
$126.01 - $172.06 $38.8M - $53M
108K $14.7M
ORCL
Oracle Corp

Technology
-26.4K
- 1.43%
$139.81 - $186.47 $3.7M - $4.93M
1.82M $255M
SPY
Spdr S&P 500 ETF Trust

ETFs
-256
- 0.01%
$551.42 - $612.93 $141K - $157K
1.9M $1.06B
CMI
Cummins Inc

Industrials
-96.2K
- 19.39%
$312.92 - $386.07 $30.1M - $37.1M
400K $125M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-123K
- 3.92%
$102.49 - $119.96 $12.6M - $14.7M
3.01M $314M
IWM
Ishares Russell 2000 ETF

ETFs
-152K
- 21.01%
$198.1 - $229.79 $30.1M - $34.9M
571K $114M
AXP
American Express CO

Financial Services
-106K
- 19.03%
$255.39 - $325.87 $27.1M - $34.6M
452K $122M
WMT
Walmart Inc.

Consumer Defensive
-389K
- 12.21%
$84.5 - $105.05 $32.8M - $40.8M
2.8M $245M
DIS
Walt Disney CO

Communication Services
-53.3K
- 2.11%
$96.87 - $114.0 $5.16M - $6.07M
2.47M $244M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-330K
- 41.77%
$89.18 - $104.04 $29.4M - $34.4M
460K $42.1M
HD
Home Depot, Inc.

Consumer Cyclical
-34.7K
- 3.41%
$347.25 - $424.87 $12.1M - $14.8M
984K $361M
PKB
Invesco Exchange Traded Fd Tr

ETFs
-450K
- 98.48%
$66.66 - $82.75 $30M - $37.2M
6.93K $466K
VGT
Vanguard Information Technolog

ETFs
-10K
- 2.78%
$542.38 - $646.34 $5.43M - $6.47M
351K $190M
WMB
Williams Companies, Inc.

Energy
-734K
- 38.62%
$54.02 - $61.09 $39.7M - $44.9M
1.17M $69.8M
ACN
Accenture PLC

Technology
-17.3K
- 2.78%
$300.91 - $398.25 $5.2M - $6.88M
605K $189M
STZ
Constellation Brands, Inc.

Consumer Defensive
-115K
- 50.42%
$161.05 - $222.93 $18.5M - $25.6M
113K $20.8M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-531K
- 55.86%
$45.72 - $51.73 $24.3M - $27.5M
420K $19.3M
HON
Honeywell International Inc

Industrials
-91.4K
- 17.28%
$202.75 - $226.52 $18.5M - $20.7M
438K $92.7M
COP
Conocophillips

Energy
-325K
- 25.86%
$88.6 - $105.85 $28.8M - $34.4M
932K $97.9M
NXPI
Nxp Semiconductors N.V.

Technology
-116K
- 58.05%
$189.99 - $245.86 $22.1M - $28.6M
84K $16M
JPM
Jpmorgan Chase & CO

Financial Services
-170K
- 5.9%
$225.19 - $279.95 $38.3M - $47.6M
2.71M $665M
VTI
Vanguard Total Stock Market Et

ETFs
-3.52K
- 0.22%
$271.18 - $303.12 $956K - $1.07M
1.62M $445M
CAT
Caterpillar Inc

Industrials
-7.73K
- 1.18%
$326.75 - $407.63 $2.53M - $3.15M
646K $213M
ADBE
Adobe Inc.

Technology
-14.7K
- 4.98%
$377.84 - $464.11 $5.54M - $6.81M
280K $107M
OWL
Blue Owl Capital Inc.

Financial Services
-576K
- 15.88%
$18.49 - $26.68 $10.6M - $15.4M
3.05M $61.1M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-47K
- 18.85%
$307.43 - $357.48 $14.5M - $16.8M
202K $62.5M
CRWD
Crowd Strike Holdings, Inc.

Technology
-72.3K
- 27.28%
$308.86 - $455.36 $22.3M - $32.9M
193K $68M
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
-195K
- 99.15%
$110.12 - $124.59 $21.4M - $24.3M
1.68K $209K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-367K
- 5.85%
$32.42 - $36.13 $11.9M - $13.3M
5.91M $195M
FCX
Freeport Mcmoran Inc

Basic Materials
-562K
- 35.98%
$34.5 - $43.01 $19.4M - $24.2M
1M $37.9M
LMT
Lockheed Martin Corp

Industrials
-11.4K
- 2.78%
$423.19 - $506.29 $4.83M - $5.78M
400K $179M
IVW
Ishares S&P 500 Growth ETF

ETFs
-54.3K
- 2.96%
$92.45 - $106.69 $5.02M - $5.79M
1.78M $165M
UPS
United Parcel Service Inc

Industrials
-33.9K
- 3.29%
$109.66 - $136.26 $3.72M - $4.62M
999K $110M
ROK
Rockwell Automation, Inc

Industrials
-60.9K
- 57.69%
$255.29 - $303.75 $15.5M - $18.5M
44.7K $11.5M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-235K
- 80.71%
$78.97 - $85.82 $18.5M - $20.2M
56.1K $4.65M
NVO
Novo Nordisk A S

Healthcare
-145K
- 30.29%
$69.3 - $90.95 $10M - $13.2M
333K $23.1M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-212K
- 48.79%
$68.07 - $78.99 $14.5M - $16.8M
223K $15.2M
DD
Du Pont De Nemours, Inc.

Basic Materials
-231K
- 60.2%
$72.7 - $84.32 $16.8M - $19.5M
153K $11.4M
PH
Parker Hannifin Corp

Industrials
-24.4K
- 25.71%
$591.65 - $707.05 $14.5M - $17.3M
70.6K $42.9M
EQT
Eqt Corp

Energy
-394K
- 82.12%
$46.16 - $54.25 $18.2M - $21.3M
85.7K $4.58M
COST
Costco Wholesale Corp

Consumer Defensive
-32.3K
- 7.2%
$890.62 - $1076.86 $28.8M - $34.8M
417K $394M
IEMG
Ishares Inc

ETFs
-322K
- 9.16%
N/A
3.19M $171M
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
Track This Portfolio

Track High Tower Advisors, LLC Portfolio

Follow High Tower Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of High Tower Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on High Tower Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email