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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 | |
|---|---|---|---|---|---|---|
2551
US Global Jets ETF
JETS
$768M
| $476K | ﹤0.01% |
20,730
-738
| -3% | -$15.7K |
|
2552
PUT
TSMC
TSM
$2.07T
| $476K | ﹤0.01% |
96,300
+5,300
| +6% | +$982K |
|
2553
LXP Industrial Trust
LXP
$3.52B
| $476K | ﹤0.01% |
11,514
-293
| -2% | -$12.1K |
|
2554
Laird Superfood
LSF
$47.3M
| $475K | ﹤0.01% |
75,476
+5
| +0% | +$31 |
|
2555
Fresenius Medical Care
FMS
$13.4B
| $475K | ﹤0.01% |
16,640
-718
| -4% | -$19.3K |
|
2556
Repligen
RGEN
$7.39B
| $475K | ﹤0.01% |
3,818
-2,010
| -34% | -$256K |
|
2557
Energy Recovery
ERII
$439M
| $475K | ﹤0.01% |
37,150
+4,200
| +13% | +$56.9K |
|
|
KLG
2558
DELISTED
WK Kellogg Co
KLG
| $474K | ﹤0.01% |
29,735
-1,996
| -6% | -$34.7K |
|
2559
Precision Optics
POCI
$46.6M
| $473K | ﹤0.01% |
96,565
| – | – |
|
2560
Freedom Day Dividend ETF
MBOX
$149M
| $472K | ﹤0.01% |
14,060
-4,923
| -26% | -$160K |
|
|
JNPR
2561
DELISTED
Juniper Networks
JNPR
| $472K | ﹤0.01% |
11,816
-26,927
| -70% | -$965K |
|
2562
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$630M
| $471K | ﹤0.01% |
21,763
+20
| +0.1% | +$416 |
|
|
EH
2563
EHang Holdings
EH
$398M
| $470K | ﹤0.01% |
+27,099
| New | +$460K |
|
2564
Lithia Motors
LAD
$7.88B
| $470K | ﹤0.01% |
1,392
-349
| -20% | -$108K |
|
2565
Capital Group US Multi-Sector Income ETF
CGMS
$5.2B
| $470K | ﹤0.01% |
17,001
+5,817
| +52% | +$158K |
|
2566
iShares Morningstar Value ETF
ILCV
$1.31B
| $469K | ﹤0.01% |
5,625
+181
| +3% | +$14.4K |
|
|
EMO
2567
ClearBridge Energy Midstream Opportunity Fund
EMO
$1.03B
| $469K | ﹤0.01% |
9,775
+17
| +0.2% | +$778 |
|
|
BDN
2568
Brandywine Realty Trust
BDN
$533M
| $469K | ﹤0.01% |
109,287
+16,502
| +18% | +$68.5K |
|
2569
First Industrial Realty Trust
FR
$8.81B
| $469K | ﹤0.01% |
9,738
-84
| -0.9% | -$4.09K |
|
2570
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF
LCTD
$283M
| $466K | ﹤0.01% |
9,158
-192
| -2% | -$9.3K |
|
2571
iShares Europe ETF
IEV
$1.64B
| $466K | ﹤0.01% |
7,364
+1,111
| +18% | +$67.5K |
|
2572
iShares Morningstar Multi-Asset Income ETF
IYLD
$125M
| $465K | ﹤0.01% |
22,412
+1,387
| +7% | +$28K |
|
2573
Asana
ASAN
$1.79B
| $465K | ﹤0.01% |
34,426
-12,810
| -27% | -$201K |
|
2574
US Physical Therapy
USPH
$1.17B
| $464K | ﹤0.01% |
5,937
+618
| +12% | +$45.6K |
|
2575
Essent Group
ESNT
$6.12B
| $464K | ﹤0.01% |
7,633
-607
| -7% | -$35K |
|
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.