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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
MC icon
251
Moelis & Co
MC
$4.98B
$66.1M 0.08%
1,060,294
+101,392
+11% +$5.69M
DIHP icon
252
Dimensional International High Profitability ETF
DIHP
$6.18B
$65.7M 0.08%
2,226,611
-37,865
-2% -$1.07M
CGDV icon
253
Capital Group Dividend Value ETF
CGDV
$36.6B
$65.6M 0.08%
1,660,349
-833,032
-33% -$30.2M
RSPH icon
254
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$741M
$65.5M 0.08%
2,246,103
-172,425
-7% -$4.91M
SDY icon
255
State Street SPDR S&P Dividend ETF
SDY
$21.9B
$65.5M 0.08%
482,267
-15,038
-3% -$1.99M
VNQ icon
256
Vanguard Real Estate ETF
VNQ
$39.9B
$65.2M 0.08%
732,489
-9,831
-1% -$867K
IYW icon
257
iShares US Technology ETF
IYW
$23.7B
$64.9M 0.08%
374,589
-1,335
-0.4% -$202K
AZN icon
258
AstraZeneca
AZN
$263B
$64.7M 0.08%
463,139
+90,340
+24% +$12.7M
BIL icon
259
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.8B
$64.3M 0.08%
701,142
+17,756
+3% +$1.63M
USMV icon
260
iShares MSCI USA Min Vol Factor ETF
USMV
$23.2B
$63.7M 0.08%
678,845
-12,001
-2% -$1.1M
MU icon
261
Micron Technology
MU
$1.04T
$63.4M 0.08%
514,436
+16,993
+3% +$1.59M
BIPC icon
262
Brookfield Infrastructure
BIPC
$5.11B
$63.3M 0.08%
1,522,124
+144,089
+10% +$5.55M
SCI icon
263
Service Corp International
SCI
$11.4B
$63.3M 0.08%
777,035
-901
-0.1% -$70.3K
SPTS icon
264
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.07B
$63M 0.08%
2,152,120
+289,285
+16% +$8.44M
ARCC icon
265
Ares Capital
ARCC
$13.5B
$62.7M 0.08%
2,856,335
+235,226
+9% +$5M
SLYV icon
266
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.89B
$62.7M 0.08%
786,215
+56,229
+8% +$4.27M
BABA icon
267
Alibaba
BABA
$269B
$61.7M 0.08%
543,780
-110,316
-17% -$13.1M
PWR icon
268
Quanta Services
PWR
$93.9B
$60.9M 0.08%
161,149
+29,872
+23% +$9.59M
DFCF icon
269
Dimensional Core Fixed Income ETF
DFCF
$10.7B
$60.9M 0.08%
1,440,685
-49,587
-3% -$2.07M
DFLV icon
270
Dimensional US Large Cap Value ETF
DFLV
$6.69B
$60.7M 0.08%
1,956,955
+340,800
+21% +$10.1M
SPEM icon
271
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17B
$60.6M 0.08%
1,418,921
+144,739
+11% +$5.84M
XLY icon
272
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.4B
$60.6M 0.08%
557,292
+9,260
+2% +$947K
SXQG icon
273
ETC 6 Meridian Quality Growth ETF
SXQG
$60.5M
$60.6M 0.08%
1,867,209
+160,554
+9% +$4.94M
DFAS icon
274
Dimensional US Small Cap ETF
DFAS
$15.2B
$60.5M 0.08%
949,704
-22,293
-2% -$1.34M
DFAE icon
275
Dimensional Emerging Core Equity Market ETF
DFAE
$9.21B
$60.2M 0.08%
2,079,940
+150,350
+8% +$4.04M
9 10
11
12 13

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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.