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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
BSVO icon
2701
EA Bridgeway Omni Small-Cap Value ETF
BSVO
$2.42B
$398K ﹤0.01%
19,507
-11,940
-38% -$228K
VMEO
2702
DELISTED
Vimeo
VMEO
$395K ﹤0.01%
97,712
+394
+0.4% +$1.82K
BANC icon
2703
Banc of California
BANC
$3.24B
$394K ﹤0.01%
28,050
-826
-3% -$11.3K
DMC
2704
Del Monte Corp
DMC
$1.37B
$393K ﹤0.01%
12,137
+7
+0.1% +$230
BSMY
2705
Invesco BulletShares 2034 Municipal Bond ETF
BSMY
$140M
$393K ﹤0.01%
16,587
+2,468
+17% +$58.4K
EAT icon
2706
Brinker International
EAT
$8.37B
$392K ﹤0.01%
2,174
-1,351
-38% -$212K
IMO icon
2707
Imperial Oil
IMO
$60.8B
$391K ﹤0.01%
4,919
+1,952
+66% +$139K
JXN icon
2708
Jackson Financial
JXN
$8.38B
$391K ﹤0.01%
4,400
-866
-16% -$70.2K
EWO icon
2709
iShares MSCI Austria ETF
EWO
$174M
$391K ﹤0.01%
+13,286
New +$363K
ALRM icon
2710
Alarm.com
ALRM
$2.65B
$391K ﹤0.01%
6,904
-1,385
-17% -$76.8K
FIBK icon
2711
First Interstate BancSystem
FIBK
$3.74B
$391K ﹤0.01%
13,550
+166
+1% +$4.47K
PEB.PRE icon
2712
Pebblebrook Hotel Trust 6.375% Series E Preferred Shares
PEB.PRE
$88.7M
$390K ﹤0.01%
22,195
+2,275
+11% +$40.7K
LEO
2713
BNY Mellon Strategic Municipals
LEO
$386M
$389K ﹤0.01%
65,778
-6,625
-9% -$38.8K
IRTC icon
2714
iRhythm Holdings
IRTC
$3.73B
$389K ﹤0.01%
2,529
-5,069
-67% -$655K
SHOC icon
2715
Strive US Semiconductor ETF
SHOC
$226M
$389K ﹤0.01%
7,320
-5,250
-42% -$231K
AUGM
2716
FT Vest U.S. Equity Max Buffer ETF - August
AUGM
$31.7M
$388K ﹤0.01%
11,800
– –
NMRK icon
2717
Newmark Group
NMRK
$2.83B
$388K ﹤0.01%
31,907
+9,575
+43% +$107K
FCPI icon
2718
Fidelity Stocks for Inflation ETF
FCPI
$270M
$387K ﹤0.01%
8,305
+34
+0.4% +$1.49K
DBJP icon
2719
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
$692M
$386K ﹤0.01%
5,050
-90
-2% -$6.69K
FBCV icon
2720
Fidelity Blue Chip Value ETF
FBCV
$173M
$385K ﹤0.01%
11,768
– –
TU icon
2721
Telus
TU
$16.3B
$385K ﹤0.01%
23,963
+10,780
+82% +$167K
TAP icon
2722
Molson Coors Class B
TAP
$7.74B
$385K ﹤0.01%
8,000
-530
-6% -$29.2K
PPC icon
2723
Pilgrim's Pride
PPC
$7B
$384K ﹤0.01%
8,540
+247
+3% +$12.1K
EIRL icon
2724
iShares MSCI Ireland ETF
EIRL
$75.6M
$383K ﹤0.01%
+5,715
New +$359K
DJP icon
2725
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$800M
$382K ﹤0.01%
11,253
– –
107 108
109
110 111

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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.