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HighTower Advisors

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
Cap. Flow
+$1.59B
Cap. Flow %
1.99%
Top 10 Hldgs %
18.5%
Holding
4,055
New
333
Increased
1,586
Reduced
1,641
Closed
303

Top Buys

Rank Stock Value
1
PLPC icon
Preformed Line Products
PLPC
+$101M
2
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$95.9M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$89.4M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$75.1M
5
META icon
Meta Platforms (Facebook)
META
+$64.4M

Top Sells

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$59.6M
2
CLX icon
Clorox
CLX
+$49.7M
3
V icon
Visa
V
+$43.7M
4
QLTY icon
GMO US Quality ETF
QLTY
+$40.4M
5
GLD icon
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
BRC icon
2476
Brady Corp
BRC
$4.54B
$520K ﹤0.01%
7,655
-262
-3% -$18.2K
PLXS icon
2477
Plexus
PLXS
$6.78B
$519K ﹤0.01%
3,838
-127
-3% -$16.3K
IIGD icon
2478
Invesco Investment Grade Defensive ETF
IIGD
$26.7M
$519K ﹤0.01%
21,002
– –
HAP icon
2479
VanEck Natural Resources ETF
HAP
$301M
$518K ﹤0.01%
9,976
+47
+0.5% +$2.33K
BXMX
2480
DELISTED
Nuveen S&P 500 Buy-Write Income Fund
BXMX
$518K ﹤0.01%
37,334
-5,794
-13% -$76.1K
PZA icon
2481
Invesco National AMT-Free Municipal Bond ETF
PZA
$4.23B
$518K ﹤0.01%
23,134
+3,376
+17% +$75.9K
ETW
2482
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW
$1.02B
$518K ﹤0.01%
59,878
-788
-1% -$6.46K
AYI icon
2483
Acuity Brands
AYI
$10.1B
$518K ﹤0.01%
1,735
-773
-31% -$200K
ORA icon
2484
Ormat Technologies
ORA
$6.28B
$518K ﹤0.01%
+6,180
New +$462K
NBXG
2485
Neuberger Next Generation Connectivity Fund Inc
NBXG
$1.17B
$517K ﹤0.01%
35,440
-13,453
-28% -$173K
LITE icon
2486
Lumentum
LITE
$55.4B
$517K ﹤0.01%
5,440
+198
+4% +$14.1K
ENR icon
2487
Energizer
ENR
$1.44B
$516K ﹤0.01%
25,613
-1,098
-4% -$26.4K
NCNO icon
2488
nCino
NCNO
$1.93B
$515K ﹤0.01%
18,406
+1,198
+7% +$29.9K
IMVP
2489
Invesco India ETF
IMVP
$124M
$515K ﹤0.01%
19,097
+36
+0.2% +$934
XSMO icon
2490
Invesco S&P SmallCap Momentum ETF
XSMO
$3.03B
$514K ﹤0.01%
7,563
+198
+3% +$12.6K
VNT icon
2491
Vontier
VNT
$4.48B
$514K ﹤0.01%
13,925
-5,767
-29% -$196K
MKSI icon
2492
MKS Inc
MKSI
$21.3B
$514K ﹤0.01%
5,169
+1,580
+44% +$128K
AROW icon
2493
Arrow Financial
AROW
$664M
$510K ﹤0.01%
19,319
+4,709
+32% +$120K
FAF icon
2494
First American
FAF
$7.79B
$510K ﹤0.01%
8,305
-333
-4% -$19.8K
QNCX icon
2495
Quince Therapeutics
QNCX
$17.5M
$509K ﹤0.01%
1,543
-175
-10% -$40K
EUAD
2496
Select STOXX Europe Aerospace & Defense ETF
EUAD
$1.16B
$509K ﹤0.01%
+11,787
New +$441K
AUR icon
2497
Aurora
AUR
$12.2B
$508K ﹤0.01%
97,020
-33,284
-26% -$209K
CPSJ
2498
Calamos S&P 500 Structured Alt Protection ETF - July
CPSJ
$47.1M
$508K ﹤0.01%
19,484
– –
MTA
2499
Metalla Royalty & Streaming
MTA
$716M
$508K ﹤0.01%
132,199
-1,025
-0.8% -$3.27K
CPA icon
2500
Copa Holdings
CPA
$5.65B
$507K ﹤0.01%
4,614
+38
+0.8% +$3.75K
98 99
100
101 102

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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.