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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
MDIV icon
2501
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
$428M
$506K ﹤0.01%
32,014
-4,135
-11% -$65.2K
SONO icon
2502
Sonos
SONO
$1.87B
$506K ﹤0.01%
46,803
-3,155
-6% -$30.7K
NFTY icon
2503
First Trust India Nifty 50 Equal Weight ETF
NFTY
$132M
$506K ﹤0.01%
8,433
-3,768
-31% -$217K
FWD icon
2504
AB Disruptors ETF
FWD
$2.94B
$506K ﹤0.01%
5,636
+117
+2% +$9.06K
S icon
2505
SentinelOne
S
$6.22B
$505K ﹤0.01%
27,644
-3,386
-11% -$61.9K
SSYS icon
2506
Stratasys
SSYS
$700M
$505K ﹤0.01%
+44,034
New +$447K
PBT
2507
Permian Basin Royalty Trust
PBT
$1.29B
$505K ﹤0.01%
40,537
+11,556
+40% +$123K
PKX icon
2508
POSCO
PKX
$16.1B
$504K ﹤0.01%
+10,402
New +$478K
CLSK icon
2509
CleanSpark
CLSK
$3.6B
$503K ﹤0.01%
45,648
+34,464
+308% +$307K
LMB icon
2510
Limbach Holdings
LMB
$886M
$503K ﹤0.01%
+3,591
New +$408K
DFSI
2511
Dimensional International Sustainability Core 1 ETF
DFSI
$1.13B
$503K ﹤0.01%
12,755
+2,000
+19% +$74.3K
FJUL icon
2512
FT Vest US Equity Buffer ETF July
FJUL
$1.2B
$503K ﹤0.01%
9,714
+928
+11% +$45K
CHGX icon
2513
AXS Change Finance ESG ETF
CHGX
$170M
$502K ﹤0.01%
+19,264
New +$466K
DFSU
2514
Dimensional US Sustainability Core 1 ETF
DFSU
$2.26B
$502K ﹤0.01%
12,788
+3,986
+45% +$145K
AFB
2515
AllianceBernstein National Municipal Income Fund
AFB
$314M
$501K ﹤0.01%
48,597
-237
-0.5% -$2.44K
ARMK icon
2516
Aramark
ARMK
$15.2B
$501K ﹤0.01%
11,965
-1,176
-9% -$43.7K
TGRW icon
2517
T. Rowe Price Growth Stock ETF
TGRW
$973M
$500K ﹤0.01%
11,900
-500
-4% -$18.9K
SPPP
2518
Sprott Physical Platinum and Palladium Trust
SPPP
$577M
$500K ﹤0.01%
42,610
+14,026
+49% +$143K
FBIN icon
2519
Fortune Brands Innovations
FBIN
$6.14B
$500K ﹤0.01%
9,704
-3,457
-26% -$181K
EZPW icon
2520
Ezcorp Inc
EZPW
$1.87B
$498K ﹤0.01%
35,845
-3,915
-10% -$56.6K
FCN icon
2521
FTI Consulting
FCN
$4.88B
$497K ﹤0.01%
3,075
+703
+30% +$115K
AX icon
2522
Axos Financial
AX
$5.45B
$496K ﹤0.01%
6,527
-251
-4% -$17K
VIOV icon
2523
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.85B
$494K ﹤0.01%
5,774
-5
-0.1% -$406
SHYD icon
2524
VanEck Short High Yield Muni ETF
SHYD
$451M
$494K ﹤0.01%
21,867
-1,797
-8% -$40.2K
AMG icon
2525
Affiliated Managers Group
AMG
$9.61B
$493K ﹤0.01%
2,507
+217
+9% +$37.6K
99 100
101
102 103

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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.