We are live on
!
Find out more
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 | |
|---|---|---|---|---|---|---|
276
iShares MSCI ACWI ETF
ACWI
$32.6B
| $59.9M | 0.08% |
465,774
-7,644
| -2% | -$916K |
|
277
VictoryShares Free Cash Flow ETF
VFLO
$8.44B
| $58.8M | 0.07% |
1,663,787
+1,603,759
| +2,672% | +$53.9M |
|
278
Thermo Fisher Scientific
TMO
$211B
| $58.4M | 0.07% |
144,112
-35,272
| -20% | -$14.7M |
|
279
abrdn Physical Gold Shares ETF
SGOL
$6.92B
| $58.3M | 0.07% |
1,850,030
+34,652
| +2% | +$1.09M |
|
280
Murphy USA
MUSA
$11.3B
| $58.1M | 0.07% |
142,715
-1,849
| -1% | -$841K |
|
281
Comcast
CMCSA
$79.1B
| $57.8M | 0.07% |
1,619,835
-60,815
| -4% | -$2.1M |
|
282
WisdomTree US Value Fund
WTV
$3.11B
| $57.6M | 0.07% |
+666,243
| New | +$54.4M |
|
283
iShares MSCI Emerging Markets ETF
EEM
$28B
| $57.5M | 0.07% |
1,192,775
+104,626
| +10% | +$4.7M |
|
284
First Trust Smith Unconstrained Bond ETF
UCON
$3.26B
| $57M | 0.07% |
2,290,978
+48,514
| +2% | +$1.2M |
|
285
Trane Technologies
TT
$106B
| $57M | 0.07% |
130,336
-575
| -0.4% | -$227K |
|
286
Hartford Total Return Bond ETF
HTRB
$2.22B
| $57M | 0.07% |
1,681,781
-3,342
| -0.2% | -$112K |
|
287
iShares Core S&P US Value ETF
IUSV
$27.2B
| $56.9M | 0.07% |
601,356
-68,116
| -10% | -$6.15M |
|
288
VanEck Morningstar Wide Moat ETF
MOAT
$11.5B
| $56.7M | 0.07% |
604,739
-12,502
| -2% | -$1.1M |
|
289
General Dynamics
GD
$105B
| $56.6M | 0.07% |
194,159
-746
| -0.4% | -$205K |
|
290
TBG Dividend Focus ETF
TBG
$254M
| $56M | 0.07% |
1,738,748
+148,599
| +9% | +$4.65M |
|
291
iShares Short-Term National Muni Bond ETF
SUB
$11.3B
| $55.9M | 0.07% |
526,015
+146,477
| +39% | +$15.5M |
|
292
Energy Transfer Partners
ET
$70.1B
| $55.5M | 0.07% |
3,061,082
+13,737
| +0.5% | +$240K |
|
293
Grayscale Bitcoin Trust
GBTC
$9.64B
| $55.1M | 0.07% |
649,801
-16,646
| -2% | -$1.29M |
|
294
Vanguard International High Dividend Yield ETF
VYMI
$20.2B
| $55M | 0.07% |
686,061
+77,009
| +13% | +$5.89M |
|
295
Hilton Worldwide
HLT
$74B
| $54.6M | 0.07% |
205,148
+43,934
| +27% | +$10.5M |
|
296
iShares Silver Trust
SLV
$28.1B
| $54.3M | 0.07% |
1,655,603
-70,178
| -4% | -$2.15M |
|
297
McKesson
MCK
$98.5B
| $54.2M | 0.07% |
74,028
+160
| +0.2% | +$113K |
|
298
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.74B
| $54M | 0.07% |
1,652,547
-203,583
| -11% | -$6.26M |
|
299
Targa Resources
TRGP
$60.4B
| $53.7M | 0.07% |
308,602
-27,225
| -8% | -$4.57M |
|
300
Bristol-Myers Squibb
BMY
$127B
| $53.6M | 0.07% |
1,157,465
+226,995
| +24% | +$11.1M |
|
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.