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
EWJ
Ishares Msci Japan ETF

ETFs
-15.6K
- 2.67%
$65.24 - $71.7 $1.02M - $1.12M
570K $39M
MATX
Matson, Inc.

Industrials
-360
- 1.41%
$127.06 - $149.06 $45.7K - $53.7K
25.2K $3.23M
SCHW
Schwab Charles Corp

Financial Services
-24.6K
- 6.15%
$71.24 - $83.64 $1.75M - $2.06M
376K $29.4M
WTM
White Mountains Insurance Group LTD

Financial Services
-97
- 6.21%
$1818.58 - $1983.07 $176K - $192K
1.47K $2.82M
NI
Nisource Inc.

Utilities
-12.4K
- 14.67%
$35.57 - $41.23 $442K - $512K
72.3K $2.9M
PFSI
Penny Mac Financial Services, Inc.

Financial Services
-2.07K
- 50.11%
$94.63 - $114.82 $196K - $238K
2.06K $206K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-753
- 5.76%
$119.87 - $145.05 $90.3K - $109K
12.3K $1.54M
DAR
Darling Ingredients Inc.

Consumer Defensive
-5.16K
- 24.65%
$28.51 - $41.85 $147K - $216K
15.8K $493K
DNLI
Denali Therapeutics Inc.

Healthcare
-2.54K
- 9.7%
$13.6 - $23.59 $34.5K - $59.8K
23.6K $321K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-11.9K
- 8.29%
$68.32 - $75.06 $813K - $893K
132K $9.84M
HQH
Tekla Healthcare Investors

Financial Services
-13.3K
- 44.26%
$16.23 - $18.27 $216K - $243K
16.8K $272K
CHK
Chesapeake Energy Corp

Energy
-2.42K
- 13.23%
N/A
15.9K $1.36M
PECO
Phillips Edison & Company, Inc.

Real Estate
-4.83K
- 14.62%
$34.43 - $37.49 $166K - $181K
28.2K $1.03M
CGBD
Carlyle Secured Lending, Inc.

Financial Services
-4.66K
- 6.21%
$16.18 - $18.56 $75.4K - $86.5K
70.4K $1.14M
GAM
General American Investors CO Inc

Financial Services
-3.81K
- 19.59%
$49.23 - $53.5 $188K - $204K
15.6K $787K
BFH
Bread Financial Holdings, Inc.

Financial Services
-2.21K
- 26.55%
$46.51 - $65.07 $103K - $144K
6.1K $305K
WBS
Webster Financial Corp

Financial Services
-1.63K
- 5.07%
$47.55 - $61.41 $77.5K - $100K
30.5K $1.57M
WING
Wingstop Inc.

Consumer Cyclical
-70
- 2.21%
$207.0 - $311.93 $14.5K - $21.8K
3.1K $699K
AUB
Atlantic Union Bankshares Corp

Financial Services
-2.41K
- 12.81%
$30.68 - $39.07 $73.8K - $94K
16.4K $510K
KMX
Carmax Inc

Consumer Cyclical
-2.18K
- 27.2%
$69.25 - $89.19 $151K - $195K
5.84K $454K
SMPL
Simply Good Foods CO

Consumer Defensive
-4.08K
- 30.14%
$32.98 - $39.5 $135K - $161K
9.46K $326K
BSY
Bentley Systems Inc

Technology
-2.36K
- 16.19%
$39.34 - $47.7 $92.8K - $113K
12.2K $480K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
-2.82K
- 35.23%
$43.49 - $58.8 $123K - $166K
5.18K $225K
MHO
M/I Homes, Inc.

Consumer Cyclical
-1.12K
- 29.43%
$113.46 - $138.33 $127K - $155K
2.68K $305K
NNN
National Retail Properties, Inc.

Real Estate
-5.64K
- 24.49%
$38.0 - $43.19 $214K - $244K
17.4K $742K
PML
Pimco Municipal Income Fund Ii

Financial Services
-24.6K
- 15.88%
$8.04 - $8.62 $198K - $212K
130K $1.06M
INVH
Invitation Homes Inc.

Real Estate
-6.8K
- 49.96%
$30.28 - $34.85 $206K - $237K
6.81K $237K
MARA
Marathon Digital Holdings, Inc.

Financial Services
-8.71K
- 5.38%
N/A
153K $3.46M
LANC
Lancaster Colony Corp

Consumer Defensive
-1.16K
- 25.68%
$166.07 - $196.44 $193K - $229K
3.37K $589K
SAFT
Safety Insurance Group Inc

Financial Services
-2.24K
- 44.06%
$75.27 - $82.53 $169K - $185K
2.85K $224K
SMHI
Seacor Marine Holdings Inc.

Industrials
-1
- -0.0%
$4.86 - $7.31 $4.86 - $7.31
130K $655K
XLB
Select Sector Spdr Fd Material

ETFs
-5.19K
- 3.77%
$83.19 - $90.99 $431K - $472K
132K $11.4M
WEN
Wendy'S CO

Consumer Cyclical
-5.36K
- 7.75%
$14.17 - $16.17 $75.9K - $86.6K
63.8K $933K
ALB
Albemarle Corp

Basic Materials
-350
- 2.95%
$69.95 - $97.49 $24.5K - $34.1K
11.5K $830K
FXD
First Tr Exchange Traded Fd

ETFs
-193
- 0.72%
$56.39 - $68.12 $10.9K - $13.1K
26.6K $1.54M
MBOX
Ea Series Trust Freedom Day Di

ETFs
-6.03K
- 24.11%
$32.45 - $34.88 $196K - $210K
19K $629K
EXPO
Exponent Inc

Industrials
-1.72K
- 26.72%
$78.9 - $93.95 $136K - $162K
4.72K $382K
BITO
Proshares Tr Bitcoin Strategy

ETFs
-2.67K
- 8.37%
$17.57 - $25.81 $46.9K - $68.9K
29.2K $535K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-1.43K
- 4.79%
$59.79 - $67.15 $85.6K - $96.1K
28.4K $1.72M
HXL
Hexcel Corp

Industrials
-704
- 3.69%
$54.76 - $70.69 $38.6K - $49.8K
18.4K $1.01M
SEE
Sealed Air Corp

Consumer Cyclical
-4.41K
- 34.35%
$28.9 - $35.65 $127K - $157K
8.42K $243K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
-5.7K
- 44.55%
$28.64 - $32.91 $163K - $187K
7.09K $205K
PCOR
Procore Technologies, Inc.

Technology
-107
- 0.52%
$65.21 - $88.33 $6.98K - $9.45K
20.3K $1.34M
SWX
Southwest Gas Holdings, Inc.

Utilities
-2.78K
- 30.2%
$68.42 - $78.18 $190K - $217K
6.42K $461K
RC
Ready Capital Corp

Real Estate
-10.9K
- 14.23%
$4.9 - $7.05 $53.5K - $77K
65.9K $335K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
-1.81K
- 33.68%
$90.12 - $109.07 $163K - $198K
3.57K $345K
ARMK
Aramark

Industrials
-3.93K
- 23.0%
$34.13 - $39.63 $134K - $156K
13.1K $453K
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
-987
- 3.61%
$27.8 - $39.18 $27.4K - $38.7K
26.4K $732K
BE
Bloom Energy Corp

Industrials
-6.95K
- 39.18%
$19.66 - $29.81 $137K - $207K
10.8K $212K
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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