High Tower Advisors, LLC Portfolio Holdings

High Tower Advisors, LLC

$71.3 Billion
Q1 2025

High Tower Advisors, LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $71.3 Billion distributed in 3723 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $2.45B, Microsoft Corp with a value of $1.86B, Berkshire Hathaway Inc with a value of $1.52B, Ishares Core S&P 500 ETF with a value of $1.44B, and Berkshire Hathaway Inc Class B with a value of $1.33B.

Examining the 13F form we can see an decrease of $293M in the current position value, from $71.6B to 71.3B.

High Tower Advisors, LLC is based out at Chicago, IL

Below you can find more details about High Tower Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $71.3 Billion

ETFs: $31.3 Billion

Technology: $8.93 Billion

Financial Services: $8.17 Billion

Healthcare: $4.29 Billion

Consumer Cyclical: $4 Billion

Industrials: $3.45 Billion

Consumer Defensive: $2.81 Billion

Energy: $2.64 Billion

Other: $5.47 Billion

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
EFAV Ishares Msci Eafe Min Vol Fact ETFs	$0	$7.44 Million 0.01% of portfolio	95,462	Q1 2025 Reduced 2.07%
EWU Ishs Msci Utd Kingdom ETF ETFs	$0	$10 Million 0.01% of portfolio	266,887	Q1 2025 Reduced 22.68%
SUSA Ishares Tr Msci Usa Esg Select ETFs	$0	$9.02 Million 0.01% of portfolio	78,499	Q1 2025 Reduced 9.29%
MTUM Ishares Msci Usa Momentum Fact ETFs	$0	$6.94 Million 0.01% of portfolio	34,317	Q1 2025 Reduced 13.86%
STLG Ishares Factors Us Growth Styl ETFs	$0	$8.45 Million 0.01% of portfolio	167,904	Q1 2025 Added 11.6%
VLUE Ishares Msci Usa Value Factor ETFs	$0	$9.42 Million 0.01% of portfolio	88,316	Q1 2025 Added 2.8%
IWX Ishares Tr Russell 200 Value E ETFs	$0	$4.7 Million 0.01% of portfolio	57,142	Q1 2025 Added 248.89%
SMMD Ishares Tr Russell 2500 ETF ETFs	$0	$7.77 Million 0.01% of portfolio	124,245	Q1 2025 Reduced 27.27%
LRGF Ishares Tr ETFs	$0	$9.79 Million 0.01% of portfolio	169,144	Q1 2025 Reduced 5.59%
IYG Ishares Tr ETFs	$0	$4.23 Million 0.01% of portfolio	53,800	Q1 2025 Added 2.74%
IHI Ishares Tr Dow Jones Us Medica ETFs	$0	$8.87 Million 0.01% of portfolio	147,359	Q1 2025 Reduced 37.68%
IYR Ishares Tr ETFs	$0	$5.01 Million 0.01% of portfolio	52,285	Q1 2025 Reduced 32.69%
ICSH Blackrock Ultra Short Term Bon ETFs	$0	$4.11 Million 0.01% of portfolio	81,090	Q1 2025 Reduced 7.51%
IAI Ishares Tr Us Broker Dealers & ETFs	$0	$5.41 Million 0.01% of portfolio	38,642	Q1 2025 Added 144.82%
IFRA Ishares Tr ETFs	$0	$5.35 Million 0.01% of portfolio	118,800	Q1 2025 Reduced 5.09%
NEAR Blackrock Short Maturity Bond ETFs	$0	$9.86 Million 0.01% of portfolio	193,844	Q1 2025 Reduced 14.71%
MEAR Blackrock Short Maturity Munic ETFs	$0	$3.9 Million 0.01% of portfolio	77,714	Q1 2025 Reduced 42.13%
JAVA Jp Morgan ETF Fd Tr Active Val ETFs	$0	$3.8 Million 0.01% of portfolio	59,869	Q1 2025 Added 10.82%
JCPI Jp Morgan Exchange Traded Fd T ETFs	$0	$3.74 Million 0.01% of portfolio	77,740	Q1 2025 Added 25.11%
VNLA Janus Henderson Short Duration ETFs	$0	$8.08 Million 0.01% of portfolio	164,323	Q1 2025 Added 6.01%
JHSC John Hancock ETF Tr Multifacto ETFs	$0	$4.09 Million 0.01% of portfolio	109,636	Q1 2025 Reduced 2.18%
KWEB Kraneshares Tr Csi China Inter ETFs	$0	$10.4 Million 0.01% of portfolio	298,253	Q1 2025 Reduced 3.01%
IVOL Kraneshares Tr Quadratic Int R ETFs	$0	$4.88 Million 0.01% of portfolio	261,324	Q1 2025 Reduced 9.68%
INFL Listed Fds Tr Horizon Kinetics ETFs	$0	$4.1 Million 0.01% of portfolio	100,970	Q1 2025 Added 7.77%
DBMF Litman Gregory Fds Tr Imgp Dbi ETFs	$0	$3.71 Million 0.01% of portfolio	146,742	Q1 2025 Added 2.82%
NULG Nuveen Esg Large Cap Growth Et ETFs	$0	$7.12 Million 0.01% of portfolio	90,934	Q1 2025 Reduced 5.03%
NULV Nuveen Esg Large Cap Value ETF ETFs	$0	$7.01 Million 0.01% of portfolio	173,110	Q1 2025 Reduced 2.23%
PULS Pgim ETF Tr ETFs	$0	$9.6 Million 0.01% of portfolio	193,081	Q1 2025 Added 80.85%
MINO Pimco ETF Tr Municipal Income ETFs	$0	$5.17 Million 0.01% of portfolio	115,471	Q1 2025 Added 37.37%
DOG Proshares Short Dow30 ETF New ETFs	$0	$4.53 Million 0.01% of portfolio	167,719	Q1 2025 New
QLD Proshares Ultra Qqq ETFs	$0	$5.15 Million 0.01% of portfolio	57,943	Q1 2025 Reduced 1.82%
RWM Proshares Short Russell2000 ETFs	$0	$4.73 Million 0.01% of portfolio	227,945	Q1 2025 New
FNDA Schwab Fundamental U S Small C ETFs	$0	$4.13 Million 0.01% of portfolio	150,751	Q1 2025 Added 3.21%
SCHC Schwab Strategic Tr Intl Small ETFs	$0	$6.36 Million 0.01% of portfolio	177,250	Q1 2025 Added 0.46%
SCHO Schwab Short Term Us Treasury ETFs	$0	$8.17 Million 0.01% of portfolio	335,545	Q1 2025 Added 30.77%
SCHH Schwab Strategic U.S. Reit ETF ETFs	$0	$3.62 Million 0.01% of portfolio	168,062	Q1 2025 Reduced 5.96%
PINK Simplify Exchange Traded Fds S ETFs	$0	$5.05 Million 0.01% of portfolio	172,222	Q1 2025 Added 321.79%
HEQT Simplify Exchange Traded Fds H	$0	$8.92 Million 0.01% of portfolio	312,159	Q1 2025 Added 3.55%
RWO Spdr Dow Jones Global Real Est ETFs	$0	$4.36 Million 0.01% of portfolio	99,834	Q1 2025 Reduced 10.88%
QEFA Spdr Index Shs Fds Msci Eafe S ETFs	$0	$4.01 Million 0.01% of portfolio	53,631	Q1 2025 Added 22.01%
CWB Spdr Bloomberg Convertible Sec ETFs	$0	$3.99 Million 0.01% of portfolio	52,075	Q1 2025 Added 2.34%
BILS Spdr Bloomberg 3 12 Month T Bi ETFs	$0	$8.42 Million 0.01% of portfolio	84,678	Q1 2025 Added 3.46%
JNK Spdr Bloomberg High Yield Bond ETFs	$0	$4.53 Million 0.01% of portfolio	47,490	Q1 2025 Reduced 31.57%
FLRN Spdr Bloomberg Investment Grad ETFs	$0	$6.47 Million 0.01% of portfolio	210,076	Q1 2025 Reduced 1.75%
SPTM Spdr Portfolio S&P 1500 Compos ETFs	$0	$4.67 Million 0.01% of portfolio	68,640	Q1 2025 Added 9.99%
SPAB Spdr Portfolio Aggregate Bond ETFs	$0	$10 Million 0.01% of portfolio	391,863	Q1 2025 Reduced 55.21%
SPTL Spdr Portfolio Long Term Treas ETFs	$0	$3.66 Million 0.01% of portfolio	134,312	Q1 2025 Added 5.28%
SPSB Spdr Portfolio Short Term Corp ETFs	$0	$5.29 Million 0.01% of portfolio	175,703	Q1 2025 Added 5.29%
XBI Spdr Ser Tr Spdr S&P Biotech E ETFs	$0	$7.06 Million 0.01% of portfolio	87,027	Q1 2025 Added 5.21%
KRE Spdr S&P Regional Banking ETF ETFs	$0	$5.54 Million 0.01% of portfolio	97,456	Q1 2025 Added 58.07%

Summary

Portfolio
No. of Stocks 3,723
Current Value $71.3 Billion
Prior Value $71.6 Billion
Filing
Period Q1 2025
Filing Date May 12, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 239 stocks
Additional Purchases 1,546 stocks
Sold out of 0 stocks
Reduced holdings in 1,540 stocks

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High Tower Advisors, LLC Portfolio Holdings