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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 | |
|---|---|---|---|---|---|---|
2901
Kontoor Brands
KTB
$4.62B
| $307K | ﹤0.01% |
4,650
+91
| +2% | +$5.88K |
|
2902
EyePoint Inc
EYPT
$1.02B
| $306K | ﹤0.01% |
32,567
| – | – |
|
2903
NOV
NOV
$7.45B
| $306K | ﹤0.01% |
24,654
-37,557
| -60% | -$473K |
|
2904
Hancock Whitney
HWC
$6.13B
| $306K | ﹤0.01% |
5,334
-1,511
| -22% | -$80.4K |
|
2905
Sturm, Ruger & Co
RGR
$610M
| $305K | ﹤0.01% |
8,507
-172
| -2% | -$6.39K |
|
2906
WisdomTree International High Dividend Fund
DTH
$638M
| $305K | ﹤0.01% |
6,587
-938
| -12% | -$41.5K |
|
2907
Enovis
ENOV
$1.56B
| $305K | ﹤0.01% |
9,720
+2,378
| +32% | +$78.7K |
|
2908
NYLI Hedge Multi-Strategy Tracker ETF
QAI
$1B
| $305K | ﹤0.01% |
9,424
-2,313
| -20% | -$72.8K |
|
2909
Camden National
CAC
$924M
| $304K | ﹤0.01% |
7,500
-311
| -4% | -$12.2K |
|
2910
Global X Copper Miners ETF NEW
COPX
$7.18B
| $304K | ﹤0.01% |
6,746
-3,348
| -33% | -$133K |
|
|
TGNA
2911
DELISTED
TEGNA Inc
TGNA
| $304K | ﹤0.01% |
18,111
-62,873
| -78% | -$1.05M |
|
2912
WesBanco
WSBC
$3.95B
| $304K | ﹤0.01% |
9,596
+767
| +9% | +$23.2K |
|
2913
Diodes
DIOD
$4B
| $303K | ﹤0.01% |
+5,737
| New | +$252K |
|
2914
Utz Brands
UTZ
$1.25B
| $302K | ﹤0.01% |
24,062
-1,581
| -6% | -$20.7K |
|
2915
Voya Financial
VOYA
$8.94B
| $302K | ﹤0.01% |
4,250
-573
| -12% | -$36.8K |
|
2916
Dimensional Global Core Plus Fixed Income ETF
DFGP
$3.29B
| $301K | ﹤0.01% |
+5,533
| New | +$296K |
|
|
ECHO
2917
EchoStar
ECHO
$25.5B
| $301K | ﹤0.01% |
+10,878
| New | +$239K |
|
2918
Recursion Pharmaceuticals
RXRX
$1.57B
| $301K | ﹤0.01% |
59,422
+12,643
| +27% | +$62.1K |
|
|
BFK
2919
DELISTED
BlackRock Municipal Income Trust
BFK
| $300K | ﹤0.01% |
31,332
-492
| -2% | -$4.72K |
|
2920
Sphere Entertainment
SPHR
$4.88B
| $300K | ﹤0.01% |
7,187
-2,194
| -23% | -$74.3K |
|
|
CWEN.A
2921
DELISTED
Clearway Energy Class A
CWEN.A
| $300K | ﹤0.01% |
9,926
-947
| -9% | -$26.6K |
|
2922
First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF
DDIV
$71.2M
| $300K | ﹤0.01% |
7,857
| – | – |
|
2923
Element Solutions
ESI
$9.12B
| $300K | ﹤0.01% |
13,236
+1,493
| +13% | +$31.3K |
|
2924
Nuveen ESG Large-Cap ETF
NULC
$67M
| $300K | ﹤0.01% |
6,116
| – | – |
|
|
CRAQ
2925
Cal Redwood Acquisition Corp
CRAQ
| $299K | ﹤0.01% |
+30,000
| New | +$300K |
|
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.