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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$714,000 0.0% of portfolio
33,749
Q1 2025 Added 1.0%
$0
$268,000 0.0% of portfolio
6,116
Q1 2025 Reduced 18.76%
$0
$1.23 Million 0.0% of portfolio
38,681
Q1 2025 Reduced 1.24%
$0
$406,000 0.0% of portfolio
9,466
Q1 2025 Reduced 8.54%
$0
$1.87 Million 0.0% of portfolio
48,869
Q1 2025 Added 2.92%
$0
$1.58 Million 0.0% of portfolio
71,047
Q1 2025 Added 1.59%
$32.8B
$763,000 0.0% of portfolio
15,371
Q1 2025 Reduced 11.92%
$0
$304,000 0.0% of portfolio
22,161
Q1 2025 Reduced 12.88%
$0
$538,000 0.0% of portfolio
47,930
Q1 2025 Added 2.9%
$0
$207,000 0.0% of portfolio
24,000
Q1 2025 Added 20.0%
$0
$226,000 0.0% of portfolio
21,200
Q1 2025 New
$0
$2.74 Million 0.0% of portfolio
267,229
Q1 2025 Added 13.87%
$0
$261,000 0.0% of portfolio
30,849
Q1 2025 Added 21.53%
$0
$942,000 0.0% of portfolio
107,421
Q1 2025 Added 5.56%
$0
$257,000 0.0% of portfolio
21,855
Q1 2025 Added 7.73%
$0
$2.23 Million 0.0% of portfolio
195,979
Q1 2025 Added 0.47%
$0
$1.55 Million 0.0% of portfolio
194,928
Q1 2025 Reduced 2.0%
$0
$126,000 0.0% of portfolio
10,306
Q3 2024 New
$0
$565,000 0.0% of portfolio
43,128
Q1 2025 Added 25.83%
$0
$173,000 0.0% of portfolio
12,095
Q1 2025 New
$0
$332,000 0.0% of portfolio
20,775
Q1 2025 Reduced 63.51%
$11.7B
$1.53 Million 0.0% of portfolio
29,168
Q1 2025 Reduced 9.5%
Oaktree Acquisition Corp Iii
-
$0 0.0% of portfolio
-
Q1 2025 New
Oaktree Specialty Lending CO
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 4.69%
$2.14B
$244,000 0.0% of portfolio
11,224
Q1 2025 Reduced 6.58%
$8.8B
$2.43 Million 0.0% of portfolio
52,922
Q1 2025 Reduced 0.24%
$0
$0 0.0% of portfolio
24,859
Q1 2025 Added 51.76%
Okta Inc
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 0.84%
$17.5B
$3.21 Million 0.0% of portfolio
19,424
Q1 2025 Reduced 7.4%
$6.01B
$449,000 0.0% of portfolio
21,219
Q1 2025 Added 27.37%
$11.5B
$1.43 Million 0.0% of portfolio
36,556
Q1 2025 Reduced 33.36%
$745M
$789,000 0.0% of portfolio
47,449
Q1 2025 Reduced 1.04%
$2.65B
$282,000 0.0% of portfolio
11,664
Q1 2025 Reduced 2.85%
$7.62B
$1.62 Million 0.0% of portfolio
13,952
Q1 2025 Reduced 14.96%
$8.65B
$2.1 Million 0.0% of portfolio
55,169
Q1 2025 Reduced 14.94%
$198M
$495,000 0.0% of portfolio
60,339
Q1 2025 Added 1.69%
-
$0 0.0% of portfolio
-
Q1 2025 Added 5.12%
$14.8B
$3.24 Million 0.0% of portfolio
73,865
Q1 2025 Reduced 3.62%
$22.9B
$1.79 Million 0.0% of portfolio
43,996
Q1 2025 Reduced 4.35%
$3.9B
$2.02 Million 0.0% of portfolio
26,752
Q1 2025 Added 17.73%
$6.69B
$445,000 0.0% of portfolio
9,116
Q1 2025 Reduced 48.71%
$1.53B
$2.41 Million 0.0% of portfolio
143,359
Q1 2025 Reduced 0.26%
$4.76B
$1.72 Million 0.0% of portfolio
14,153
Q1 2025 Added 33.68%
$333M
$112,000 0.0% of portfolio
110,024
Q1 2025 Added 1.46%
$996M
$64,000 0.0% of portfolio
38,906
Q1 2025 Reduced 2.71%
$133M
$242,000 0.0% of portfolio
10,376
Q1 2025 Added 92.36%
Orchestra Biomed Hldgs Inc
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 10.95%
$2.48B
$2.44 Million 0.0% of portfolio
163,665
Q1 2025 Added 0.14%
$61.2M
$485,000 0.0% of portfolio
736,158
Q1 2025 Reduced 26.7%

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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