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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
HAYW icon
2751
Hayward Holdings
HAYW
$3.17B
$366K ﹤0.01%
26,495
-221
-0.8% -$2.98K
FOXA icon
2752
Fox Class A
FOXA
$23.9B
$364K ﹤0.01%
6,494
+362
+6% +$19.1K
FSCO
2753
FS Credit Opportunities Corp
FSCO
$987M
$364K ﹤0.01%
50,127
+14,501
+41% +$101K
SDRL icon
2754
Seadrill
SDRL
$2.73B
$363K ﹤0.01%
13,818
+128
+0.9% +$3.02K
WULF icon
2755
TeraWulf
WULF
$8.76B
$363K ﹤0.01%
82,775
-29,185
-26% -$99.7K
JMEE icon
2756
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
$2.86B
$362K ﹤0.01%
6,119
-1,075
-15% -$60.2K
LNTH icon
2757
Lantheus
LNTH
$7.04B
$362K ﹤0.01%
4,424
-373
-8% -$32.8K
MMS icon
2758
Maximus
MMS
$3.2B
$361K ﹤0.01%
5,143
-817
-14% -$57.4K
SDVD icon
2759
FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
$911M
$360K ﹤0.01%
17,531
+12
+0.1% +$237
LADR
2760
Ladder Capital
LADR
$1.25B
$360K ﹤0.01%
33,444
+2,050
+7% +$21.5K
CPSD
2761
Calamos S&P 500 Structured Alt Protection ETF - December
CPSD
$45.5M
$359K ﹤0.01%
14,486
– –
FITE
2762
State Street SPDR S&P Kensho Future Security ETF
FITE
$144M
$359K ﹤0.01%
4,730
-2,923
-38% -$196K
HPS
2763
John Hancock Preferred Income Fund III
HPS
$459M
$358K ﹤0.01%
25,082
+1,396
+6% +$19.9K
OMF icon
2764
OneMain Financial
OMF
$7.04B
$357K ﹤0.01%
6,270
-2,846
-31% -$142K
FVRR icon
2765
Fiverr
FVRR
$391M
$357K ﹤0.01%
+12,158
New +$350K
IEO icon
2766
iShares US Oil & Gas Exploration & Production ETF
IEO
$563M
$356K ﹤0.01%
4,021
+568
+16% +$48.7K
VBND icon
2767
Vident US Bond Strategy ETF
VBND
$524M
$356K ﹤0.01%
8,165
– –
HISF icon
2768
First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF
HISF
$98.5M
$356K ﹤0.01%
7,962
-2,224
-22% -$98K
HVII
2769
Hennessy Capital Investment Corp VII
HVII
$273M
$356K ﹤0.01%
+35,000
New +$350K
ASH icon
2770
Ashland
ASH
$3.02B
$355K ﹤0.01%
7,070
-475
-6% -$24.2K
IBTI icon
2771
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.88B
$354K ﹤0.01%
15,850
+2,706
+21% +$60.2K
SR icon
2772
Spire
SR
$4.93B
$353K ﹤0.01%
4,840
-464
-9% -$34.7K
TDC icon
2773
Teradata
TDC
$2.78B
$353K ﹤0.01%
15,832
+2,398
+18% +$52.2K
DLB icon
2774
Dolby
DLB
$4.81B
$353K ﹤0.01%
4,752
-125
-3% -$9.36K
OS
2775
DELISTED
OneStream Inc
OS
$352K ﹤0.01%
+12,452
New +$310K
109 110
111
112 113

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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.