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HighTower Advisors Portfolio holdings
AUM
$94.2B
1-Year Est. Return
21.24%
This Fund
S&P 500
This Quarter
Est. Return
+8.61%
1 Year Est. Return
+21.24%
3 Year Est. Return
+66.34%
5 Year Est. Return
+83.36%
10 Year Est. Return
+290.31%
AUM
$79.8B
AUM Growth
+$6.14B
(+8.3%)
Cap. Flow
+$1.59B
Cap. Flow
% of AUM
1.99%
Top 10 Holdings %
Top 10 Hldgs %
18.5%
Holding
4,055
New
333
Increased
1,586
Reduced
1,641
Closed
303
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Preformed Line Products
PLPC
|
+$101M |
| 2 |
WisdomTree US Quality Growth Fund
QGRW
|
+$95.9M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$89.4M |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$75.1M |
| 5 |
Meta Platforms (Facebook)
META
|
+$64.4M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
UnitedHealth
UNH
|
+$59.6M |
| 2 |
Clorox
CLX
|
+$49.7M |
| 3 |
Visa
V
|
+$43.7M |
| 4 |
GMO US Quality ETF
QLTY
|
+$40.4M |
| 5 |
SPDR Gold Trust
GLD
|
+$40M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 13.55% |
| 2 | Financials | 10.31% |
| 3 | Consumer Discretionary | 5.93% |
| 4 | Industrials | 5.06% |
| 5 | Healthcare | 4.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.4B
| $75.3M | 0.09% |
1,192,520
-19,641
| -2% | -$1.14M |
|
227
FedEx
FDX
$74.5B
| $74.7M | 0.09% |
328,686
+30,887
| +10% | +$6.76M |
|
228
American Water Works
AWK
$26.3B
| $74.7M | 0.09% |
536,973
+2,667
| +0.5% | +$382K |
|
229
Johnson Controls International
JCI
$87.5B
| $73.5M | 0.09% |
695,834
-5,269
| -0.8% | -$485K |
|
230
Schwab U.S Small- Cap ETF
SCHA
$22.5B
| $73.1M | 0.09% |
2,888,753
+107,119
| +4% | +$2.53M |
|
231
Zoetis
ZTS
$31.6B
| $72.9M | 0.09% |
467,346
+73,584
| +19% | +$11.7M |
|
|
SCHV
232
Schwab US Large-Cap Value ETF
SCHV
$15.8B
| $72.7M | 0.09% |
2,628,787
+400,466
| +18% | +$10.5M |
|
233
Chubb
CB
$140B
| $72.6M | 0.09% |
250,745
-9,697
| -4% | -$2.79M |
|
|
MRSH
234
Marsh
MRSH
$86.3B
| $71.9M | 0.09% |
328,770
-4,343
| -1% | -$980K |
|
235
iShares 20+ Year Treasury Bond ETF
TLT
$42.1B
| $71.9M | 0.09% |
814,302
-117,654
| -13% | -$10.3M |
|
236
Analog Devices
ADI
$181B
| $71.8M | 0.09% |
301,845
-5,597
| -2% | -$1.17M |
|
237
Norfolk Southern
NSC
$78.8B
| $71.6M | 0.09% |
279,801
-10,294
| -4% | -$2.43M |
|
238
VICI Properties
VICI
$29.4B
| $71.4M | 0.09% |
2,190,121
+176,572
| +9% | +$5.62M |
|
239
Invesco Aerospace & Defense ETF
PPA
$8.27B
| $70.2M | 0.09% |
495,446
-3,968
| -0.8% | -$503K |
|
240
PNC Financial Services
PNC
$100B
| $69.2M | 0.09% |
371,439
-9,677
| -3% | -$1.64M |
|
241
3M
MMM
$89B
| $68.3M | 0.09% |
448,903
-40,721
| -8% | -$5.82M |
|
242
Vanguard Short-Term Bond ETF
BSV
$44.6B
| $67.9M | 0.09% |
862,306
+6,100
| +0.7% | +$477K |
|
243
Blue Owl Capital
OWL
$6.39B
| $67.9M | 0.09% |
3,532,537
+483,777
| +16% | +$8.95M |
|
244
WisdomTree US Multifactor Fund
USMF
$297M
| $67.7M | 0.08% |
1,319,821
+7,900
| +0.6% | +$391K |
|
245
Vanguard Total World Stock ETF
VT
$76.3B
| $67.3M | 0.08% |
523,807
+46,045
| +10% | +$5.51M |
|
246
Pfizer
PFE
$140B
| $67.2M | 0.08% |
2,772,131
-127,710
| -4% | -$2.98M |
|
247
Danaher
DHR
$135B
| $67M | 0.08% |
339,422
-10,204
| -3% | -$1.98M |
|
248
Invesco NASDAQ 100 ETF
QQQM
$95.1B
| $66.8M | 0.08% |
294,196
+166,557
| +130% | +$34.1M |
|
249
Waste Management
WM
$95.9B
| $66.3M | 0.08% |
289,752
-5,496
| -2% | -$1.27M |
|
250
iShares 0-3 Month Treasury Bond ETF
SGOV
$98.6B
| $66.3M | 0.08% |
658,303
+296,200
| +82% | +$29.8M |
|
Similar funds
HighTower Advisors's Q2 2025 Portfolio in Review
As of Q2 2025, HighTower Advisors held 4,055 positions worth $79.8B, up 8.3% from $73.7B the previous quarter. Its ten largest holdings account for 18% of the portfolio.
HighTower Advisors's Q2 2025 filing shows 333 new, 1,586 increased, 1,641 reduced and 303 closed positions. Its largest new stake was WisdomTree US Quality Growth Fund: 2,039,834 shares worth $107M. The largest sale was UnitedHealth, an estimated $59.6M.
By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 12% a quarter earlier, followed by Financials and Consumer Discretionary.
- HighTower Advisors's largest Q2 2025 buy was WisdomTree US Quality Growth Fund: 2,039,834 shares worth $107M.
- HighTower Advisors added most to Preformed Line Products in Q2 2025, an estimated $101M increase.
- HighTower Advisors's biggest Q2 2025 reduction was UnitedHealth, cutting an estimated $59.6M.
- HighTower Advisors fully exited Simplify US Equity PLUS Downside Convexity ETF in Q2 2025, selling an estimated $14.5M.
- HighTower Advisors's ten largest holdings make up 18% of its $79.8B portfolio in Q2 2025.
- HighTower Advisors opened 333 new positions and closed 303 in Q2 2025.
- HighTower Advisors's portfolio value rose 8.3% quarter-over-quarter to $79.8B.
Based on HighTower Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.