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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 | |
|---|---|---|---|---|---|---|
2651
Akebia Therapeutics
AKBA
$341M
| $426K | ﹤0.01% |
117,100
-9,000
| -7% | -$24.7K |
|
2652
Old National Bancorp
ONB
$10.1B
| $425K | ﹤0.01% |
19,895
-1,324
| -6% | -$27.4K |
|
2653
Roundhill Sports Betting & iGaming ETF
BETZ
$50.8M
| $424K | ﹤0.01% |
17,869
+18
| +0.1% | +$374 |
|
2654
Enerpac Tool Group
EPAC
$1.78B
| $424K | ﹤0.01% |
10,458
-1,595
| -13% | -$67.2K |
|
2655
America Movil
AMX
$77.6B
| $424K | ﹤0.01% |
23,628
-1,289
| -5% | -$21.4K |
|
2656
U-Haul Holding Co
UHAL
$14.3B
| $422K | ﹤0.01% |
6,971
-825
| -11% | -$51.6K |
|
2657
Nexstar Media Group
NXST
$5.71B
| $422K | ﹤0.01% |
2,438
-1,999
| -45% | -$328K |
|
|
CSGS
2658
DELISTED
CSG Systems International
CSGS
| $422K | ﹤0.01% |
6,455
-544
| -8% | -$33.9K |
|
2659
BNY Mellon US Large Cap Core Equity ETF
BKLC
$5.44B
| $421K | ﹤0.01% |
10,668
+30
| +0.3% | +$1.09K |
|
2660
Primoris Services
PRIM
$4.59B
| $420K | ﹤0.01% |
5,390
-827
| -13% | -$56K |
|
2661
Renasant Corp
RNST
$4.02B
| $420K | ﹤0.01% |
11,676
-149
| -1% | -$4.97K |
|
2662
Hamilton Lane
HLNE
$3.79B
| $419K | ﹤0.01% |
2,947
+277
| +10% | +$41.8K |
|
2663
Toro Company
TTC
$9B
| $418K | ﹤0.01% |
5,917
-681
| -10% | -$48.3K |
|
|
JPUS
2664
JPMorgan Diversified Return US Equity ETF
JPUS
$459M
| $418K | ﹤0.01% |
3,534
-30
| -0.8% | -$3.42K |
|
2665
Credit Acceptance
CACC
$5.87B
| $417K | ﹤0.01% |
819
-188
| -19% | -$92.4K |
|
2666
Titan International
TWI
$512M
| $417K | ﹤0.01% |
40,621
+12,341
| +44% | +$95.2K |
|
2667
iShares Morningstar Small-Cap Value ETF
ISCV
$691M
| $417K | ﹤0.01% |
6,793
+1,279
| +23% | +$74.6K |
|
2668
Brunswick
BC
$5.22B
| $417K | ﹤0.01% |
7,542
-1,044
| -12% | -$52.8K |
|
2669
Invesco Solar ETF
TAN
$1.48B
| $415K | ﹤0.01% |
12,117
+197
| +2% | +$6.19K |
|
2670
Bahl & Gaynor Income Growth ETF
BGIG
$2.2B
| $415K | ﹤0.01% |
+13,627
| New | +$398K |
|
2671
abrdn Physical Palladium Shares ETF
PALL
$622M
| $415K | ﹤0.01% |
+20,600
| New | +$372K |
|
2672
Root
ROOT
$952M
| $414K | ﹤0.01% |
3,237
+1,373
| +74% | +$186K |
|
2673
Gabelli Equity Trust
GAB
$1.75B
| $414K | ﹤0.01% |
71,096
+308
| +0.4% | +$1.72K |
|
|
HPI
2674
John Hancock Preferred Income Fund
HPI
$428M
| $413K | ﹤0.01% |
25,847
-15
| -0.1% | -$238 |
|
2675
Varonis Systems
VRNS
$5.37B
| $413K | ﹤0.01% |
8,135
-1,076
| -12% | -$48.9K |
|
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.