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
BAC
Bank Of America Corp

Financial Services
-81.7K
- 1.37%
$39.61 - $47.74 $3.24M - $3.9M
5.88M $245M
NKE
Nike, Inc.

Consumer Cyclical
-104K
- 12.95%
$63.29 - $81.72 $6.56M - $8.47M
696K $44.2M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-36K
- 0.36%
$25.58 - $29.24 $921K - $1.05M
10M $263M
FDX
Fedex Corp

Industrials
-17K
- 5.39%
$230.33 - $281.53 $3.91M - $4.77M
298K $72.6M
FNF
Fidelity National Financial, Inc.

Financial Services
-356K
- 43.03%
$54.25 - $65.27 $19.3M - $23.2M
471K $30.7M
LOW
Lowes Companies Inc

Consumer Cyclical
-22.2K
- 2.88%
$222.66 - $268.42 $4.95M - $5.96M
749K $175M
ET
Energy Transfer LP

Energy
-617K
- 16.85%
$17.26 - $21.08 $10.7M - $13M
3.05M $56.7M
MS
Morgan Stanley

Financial Services
-19.1K
- 1.35%
$111.68 - $141.08 $2.14M - $2.7M
1.39M $163M
NMFC
New Mountain Finance Corp

Financial Services
-1.24M
- 46.93%
$10.89 - $12.02 $13.5M - $15M
1.41M $15.5M
TXT
Textron Inc

Industrials
-181K
- 70.8%
$70.19 - $81.2 $12.7M - $14.7M
74.8K $5.4M
PKG
Packaging Corp Of America

Consumer Cyclical
-33.1K
- 12.59%
$192.03 - $242.13 $6.36M - $8.02M
230K $45.6M
INCY
Incyte Corp

Healthcare
-195K
- 92.98%
$60.0 - $75.26 $11.7M - $14.6M
14.7K $889K
IWD
Ishares Russell 1000 Val ETF

ETFs
-88.8K
- 8.33%
$182.82 - $196.21 $16.2M - $17.4M
977K $184M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-2.15K
- 21.93%
$4295.4 - $5141.88 $9.23M - $11M
7.65K $35.2M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-156K
- 20.15%
N/A
617K $53M
DOW
Dow Inc.

Basic Materials
-248K
- 27.6%
$34.36 - $41.92 $8.52M - $10.4M
651K $22.7M
IWY
Ishares Tr Russell 200 Growth

ETFs
-41.9K
- 23.47%
$210.19 - $243.33 $8.81M - $10.2M
137K $28.8M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-51.1K
- 4.9%
$120.29 - $134.6 $6.14M - $6.87M
990K $121M
TJX
Tjx Companies Inc

Consumer Cyclical
-116K
- 7.83%
$112.81 - $126.16 $13M - $14.6M
1.36M $166M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-483K
- 55.21%
$24.73 - $25.62 $11.9M - $12.4M
392K $10M
NXST
Nexstar Media Group, Inc.

Communication Services
-74.5K
- 94.38%
$146.34 - $182.75 $10.9M - $13.6M
4.44K $795K
GD
General Dynamics Corp

Industrials
-49.7K
- 20.33%
$241.94 - $272.58 $12M - $13.6M
195K $53.1M
META
Meta Platforms, Inc.

Communication Services
-5.09K
- 0.82%
$576.36 - $736.67 $2.93M - $3.75M
617K $356M
DFAT
Dimensional ETF Tr U S Target

ETFs
-53.7K
- 2.63%
$50.44 - $58.1 $2.71M - $3.12M
1.99M $102M
IBM
International Business Machines Corp

Technology
-228K
- 14.44%
$217.4 - $264.74 $49.6M - $60.4M
1.35M $336M
USFR
Wisdomtree Floating Rate Treas

ETFs
-214K
- 8.33%
$50.29 - $50.5 $10.8M - $10.8M
2.36M $119M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-25.9K
- 4.46%
$126.86 - $146.45 $3.29M - $3.79M
554K $70.4M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-372K
- 17.6%
$25.12 - $26.05 $9.34M - $9.69M
1.74M $43.9M
SQ
Block, Inc.

Technology
-56.4K
- 24.42%
$54.04 - $92.95 $3.05M - $5.24M
175K $9.99M
PTF
Invesco Exchange Traded Fd Tr

ETFs
-47.8K
- 10.03%
$56.97 - $77.14 $2.72M - $3.69M
429K $25.3M
INDA
Ishares Msci India Index Fund

ETFs
-166K
- 26.5%
$47.8 - $53.4 $7.94M - $8.87M
461K $23.7M
DHR
Danaher Corp

Healthcare
-2.5K
- 0.71%
$201.62 - $250.59 $504K - $626K
350K $71.7M
UMI
Uscf ETF Tr Uscf Midstream Ene

ETFs
-409K
- 7.89%
$48.89 - $54.85 $20M - $22.4M
4.77M $248M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-96.8K
- 43.22%
$94.87 - $96.11 $9.18M - $9.3M
127K $12.2M
AVUS
American Centy ETF Tr Avantis

ETFs
-18.1K
- 1.12%
$90.7 - $101.57 $1.64M - $1.84M
1.6M $148M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
-281K
- 75.43%
$31.42 - $34.87 $8.83M - $9.8M
91.6K $3.08M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-1.85K
- 0.84%
$522.96 - $601.18 $967K - $1.11M
217K $116M
CARR
Carrier Global Corp

Industrials
-54.4K
- 4.86%
$62.07 - $70.55 $3.38M - $3.84M
1.07M $67.6M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-10.1K
- 2.58%
$168.84 - $202.89 $1.7M - $2.05M
381K $67M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-367K
- 74.24%
$22.25 - $23.0 $8.17M - $8.45M
127K $2.93M
KBR
Kbr, Inc.

Industrials
-117K
- 36.86%
$47.88 - $60.47 $5.61M - $7.09M
201K $10M
VMC
Vulcan Materials CO

Basic Materials
-849
- 0.25%
$220.9 - $277.54 $188K - $236K
335K $78.2M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-224K
- 81.78%
$36.63 - $37.45 $8.2M - $8.38M
49.8K $1.83M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-635
- 0.55%
$314.47 - $431.35 $200K - $274K
114K $41.8M
TTD
Trade Desk, Inc.

Technology
-18.6K
- 16.78%
$53.59 - $126.58 $994K - $2.35M
92K $5.04M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-147K
- 81.59%
$50.25 - $55.9 $7.41M - $8.24M
33.3K $1.71M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-745
- 0.15%
$302.31 - $337.54 $225K - $251K
486K $149M
XLE
Energy Sector Spdr

ETFs
-180K
- 15.39%
$85.7 - $93.96 $15.4M - $16.9M
990K $92.5M
XLY
Select Sector Spdr Consumer Di

ETFs
-829
- 0.3%
$192.6 - $233.2 $160K - $193K
274K $54.1M
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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