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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
FLIN icon
2851
Franklin FTSE India ETF
FLIN
$2.69B
$324K ﹤0.01%
8,142
+520
+7% +$19.9K
SVOL icon
2852
Simplify Volatility Premium ETF
SVOL
$527M
$324K ﹤0.01%
17,627
+4,910
+39% +$84.4K
FMX icon
2853
Fomento Económico Mexicano
FMX
$43.3B
$324K ﹤0.01%
3,144
+409
+15% +$42.2K
MHF
2854
Western Asset Municipal High Income Fund
MHF
$151M
$324K ﹤0.01%
46,548
-80,192
-63% -$570K
AZTA icon
2855
Azenta
AZTA
$1.26B
$323K ﹤0.01%
10,492
-19,935
-66% -$561K
CONL icon
2856
GraniteShares 2x Long COIN Daily ETF
CONL
$478M
$323K ﹤0.01%
+7,000
New +$164K
TTMI icon
2857
TTM Technologies
TTMI
$13.6B
$323K ﹤0.01%
+7,907
New +$219K
STN icon
2858
Stantec
STN
$7.69B
$323K ﹤0.01%
2,969
+104
+4% +$10K
SM icon
2859
SM Energy
SM
$7.96B
$322K ﹤0.01%
13,040
+1,404
+12% +$34K
BITQ icon
2860
Bitwise Crypto Industry Innovators ETF
BITQ
$385M
$322K ﹤0.01%
16,326
+1,233
+8% +$19.2K
IIPR icon
2861
Innovative Industrial Properties
IIPR
$1.78B
$321K ﹤0.01%
5,821
+474
+9% +$25.9K
TRNO icon
2862
Terreno Realty
TRNO
$7.68B
$321K ﹤0.01%
5,719
-510
-8% -$29.2K
GTES icon
2863
Gates Industrial Corporation Ltd.
GTES
$6.81B
$321K ﹤0.01%
13,921
-995
-7% -$20.1K
PLUS icon
2864
ePlus
PLUS
$2.33B
$320K ﹤0.01%
4,441
-540
-11% -$35.5K
EAPR icon
2865
Innovator Emerging Markets Power Buffer ETF April
EAPR
$102M
$320K ﹤0.01%
11,426
+965
+9% +$25.9K
BDJ icon
2866
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.7B
$319K ﹤0.01%
35,925
-1,823
-5% -$15.3K
MT icon
2867
ArcelorMittal
MT
$50.4B
$319K ﹤0.01%
10,096
-1,904
-16% -$56.3K
DNP icon
2868
DNP Select Income Fund
DNP
$4.18B
$318K ﹤0.01%
32,520
+923
+3% +$8.87K
SHG icon
2869
Shinhan Financial Group
SHG
$33.6B
$318K ﹤0.01%
7,045
-485
-6% -$18.5K
EBC icon
2870
Eastern Bankshares
EBC
$5.25B
$318K ﹤0.01%
20,836
-1,280
-6% -$19.2K
GLOB icon
2871
Globant
GLOB
$1.35B
$318K ﹤0.01%
3,498
-762
-18% -$81.4K
AIFD
2872
TCW Artificial Intelligence ETF
AIFD
$128M
$317K ﹤0.01%
10,325
-449
-4% -$11.9K
EPOL icon
2873
iShares MSCI Poland ETF
EPOL
$669M
$317K ﹤0.01%
9,822
-29,697
-75% -$878K
MINO icon
2874
PIMCO Municipal Income Opportunities Active ETF
MINO
$718M
$317K ﹤0.01%
7,156
-108,315
-94% -$4.77M
MSTY icon
2875
YieldMax MSTR Option Income Strategy ETF
MSTY
$708M
$316K ﹤0.01%
+2,853
New +$313K
113 114
115
116 117

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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.