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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
DRLL icon
2926
Strive US Energy ETF
DRLL
$298M
$299K ﹤0.01%
11,014
+454
+4% +$12.1K
PRMB
2927
Primo Brands
PRMB
$8.24B
$299K ﹤0.01%
10,083
+1,237
+14% +$39.5K
BRKR icon
2928
Bruker
BRKR
$9.2B
$298K ﹤0.01%
7,245
+985
+16% +$38K
JJSF icon
2929
J&J Snack Foods
JJSF
$1.43B
$298K ﹤0.01%
2,631
-86
-3% -$10.5K
PATK icon
2930
Patrick Industries
PATK
$2.8B
$298K ﹤0.01%
3,225
+202
+7% +$17.2K
KBH icon
2931
KB Home
KBH
$3.48B
$297K ﹤0.01%
5,614
-151
-3% -$8.03K
ASR icon
2932
Grupo Aeroportuario del Sureste
ASR
$8.03B
$297K ﹤0.01%
931
-101
-10% -$31.5K
ENS icon
2933
EnerSys
ENS
$6.95B
$297K ﹤0.01%
3,459
-461
-12% -$40.2K
ABR icon
2934
Arbor Realty Trust
ABR
$960M
$296K ﹤0.01%
27,700
+1,975
+8% +$20.8K
HMN icon
2935
Horace Mann Educators
HMN
$2.1B
$296K ﹤0.01%
6,893
-242
-3% -$10.2K
ZWS icon
2936
Zurn Elkay Water Solutions
ZWS
$8.07B
$296K ﹤0.01%
8,085
-2,076
-20% -$71.5K
DFSE
2937
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
$597M
$296K ﹤0.01%
+7,766
New +$272K
ALTL icon
2938
Pacer Lunt Large Cap Alternator ETF
ALTL
$92.8M
$295K ﹤0.01%
7,843
-447
-5% -$15.4K
WF icon
2939
Woori Financial
WF
$15.8B
$295K ﹤0.01%
5,937
-262
-4% -$10.4K
AAMI
2940
Acadian Asset Management
AAMI
$2.88B
$295K ﹤0.01%
8,376
-68
-0.8% -$1.98K
XTOC icon
2941
Innovator US Equity Accelerated Plus ETF October
XTOC
$25.4M
$295K ﹤0.01%
9,406
– –
SLG icon
2942
SL Green Realty
SLG
$3.88B
$295K ﹤0.01%
4,760
-1,054
-18% -$60.3K
MBWM icon
2943
Mercantile Bank Corp
MBWM
$1.01B
$295K ﹤0.01%
6,347
+4
+0.1% +$173
FTDR icon
2944
Frontdoor
FTDR
$5.02B
$294K ﹤0.01%
+4,990
New +$250K
WBIY icon
2945
WBI Power Factor High Dividend ETF
WBIY
$62.1M
$294K ﹤0.01%
10,050
– –
RNG icon
2946
RingCentral
RNG
$4.05B
$294K ﹤0.01%
10,369
-13,580
-57% -$350K
BILL icon
2947
BILL Holdings
BILL
$4.33B
$294K ﹤0.01%
6,353
-2,572
-29% -$114K
EFAX icon
2948
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
$492M
$294K ﹤0.01%
6,205
– –
GNOV icon
2949
FT Vest US Equity Moderate Buffer ETF November
GNOV
$295M
$294K ﹤0.01%
8,052
– –
VRRM icon
2950
Verra Mobility
VRRM
$615M
$294K ﹤0.01%
11,563
-870
-7% -$20.3K
116 117
118
119 120

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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.