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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
SSUS icon
2576
Day Hagan/Ned Davis Research Smart Sector ETF
SSUS
$559M
$463K ﹤0.01%
10,306
-16,054
-61% -$667K
LIT icon
2577
Global X Lithium & Battery Tech ETF
LIT
$1.49B
$462K ﹤0.01%
12,041
-2,835
-19% -$105K
BF.A icon
2578
Brown-Forman Class A
BF.A
$12.6B
$462K ﹤0.01%
16,827
-558
-3% -$17.9K
CHI
2579
Calamos Convertible Opportunities and Income Fund
CHI
$1.02B
$462K ﹤0.01%
43,939
-18,716
-30% -$187K
PKB icon
2580
Invesco Building & Construction ETF
PKB
$437M
$462K ﹤0.01%
5,749
-1,181
-17% -$87.2K
EUSB icon
2581
iShares ESG Advanced Universal USD Bond ETF
EUSB
$712M
$462K ﹤0.01%
10,600
-239
-2% -$10.3K
QGEN icon
2582
Qiagen
QGEN
$8.51B
$462K ﹤0.01%
9,603
-730
-7% -$31.8K
PWB icon
2583
Invesco Large Cap Growth ETF
PWB
$2.27B
$461K ﹤0.01%
3,922
-30
-0.8% -$3.14K
IMAX icon
2584
IMAX
IMAX
$2.49B
$461K ﹤0.01%
16,471
+4,883
+42% +$127K
DFP
2585
Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP
$424M
$460K ﹤0.01%
22,428
+1,847
+9% +$36.8K
IMRX icon
2586
Immuneering
IMRX
$283M
$458K ﹤0.01%
135,960
+52,000
+62% +$89.1K
BFH icon
2587
Bread Financial
BFH
$4.31B
$457K ﹤0.01%
8,007
+1,905
+31% +$96K
ACRS icon
2588
Aclaris Therapeutics
ACRS
$737M
$457K ﹤0.01%
321,817
+5,753
+2% +$7.79K
CGIE icon
2589
Capital Group International Equity ETF
CGIE
$2.31B
$457K ﹤0.01%
+13,880
New +$431K
GSHD icon
2590
Goosehead Insurance
GSHD
$1.47B
$456K ﹤0.01%
4,323
-1,181
-21% -$125K
BBEU icon
2591
JPMorgan BetaBuilders Europe ETF
BBEU
$9.16B
$456K ﹤0.01%
6,762
+766
+13% +$49.5K
SPRY icon
2592
ARS Pharmaceuticals
SPRY
$563M
$456K ﹤0.01%
26,110
-35
-0.1% -$505
FROG icon
2593
JFrog
FROG
$9.89B
$452K ﹤0.01%
10,292
+2
+0% +$76
FDEC icon
2594
FT Vest US Equity Buffer ETF December
FDEC
$1.31B
$452K ﹤0.01%
9,676
– –
DUOT icon
2595
Duos Technologies
DUOT
$245M
$451K ﹤0.01%
63,143
– –
AKRO
2596
DELISTED
Akero Therapeutics
AKRO
$451K ﹤0.01%
8,450
+1,229
+17% +$55.8K
GOLF icon
2597
Acushnet Holdings
GOLF
$6.05B
$449K ﹤0.01%
6,171
+2,137
+53% +$144K
SIGI icon
2598
Selective Insurance
SIGI
$5.58B
$449K ﹤0.01%
5,183
+182
+4% +$15.9K
GXO icon
2599
GXO Logistics
GXO
$6.16B
$448K ﹤0.01%
9,209
+271
+3% +$10.8K
AMPL icon
2600
Amplitude
AMPL
$1.18B
$448K ﹤0.01%
36,143
-864
-2% -$9.35K
102 103
104
105 106

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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.