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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
EJUL icon
3001
Innovator Emerging Markets Power Buffer ETF July
EJUL
$167M
$273K ﹤0.01%
9,862
+365
+4% +$9.45K
IMCV icon
3002
iShares Morningstar Mid-Cap Value ETF
IMCV
$1.13B
$272K ﹤0.01%
+3,586
New +$261K
CPER icon
3003
United States Copper Index Fund
CPER
$742M
$272K ﹤0.01%
8,596
-2,895
-25% -$85.9K
GHRS icon
3004
GH Research
GHRS
$1.87B
$272K ﹤0.01%
+22,300
New +$244K
DFVX icon
3005
Dimensional US Large Cap Vector ETF
DFVX
$516M
$272K ﹤0.01%
3,943
+14
+0.4% +$904
KBDC
3006
Kayne Anderson BDC
KBDC
$892M
$271K ﹤0.01%
17,755
+1,174
+7% +$18.5K
TMC icon
3007
TMC The Metals Company
TMC
$1.59B
$271K ﹤0.01%
41,030
-173
-0.4% -$663
MRP
3008
Millrose Properties Inc
MRP
$4.74B
$271K ﹤0.01%
9,496
-1,193
-11% -$31.5K
TIGO icon
3009
Millicom
TIGO
$15.8B
$270K ﹤0.01%
7,218
– –
FETH
3010
Fidelity Ethereum Fund
FETH
$1B
$270K ﹤0.01%
10,725
-3,053
-22% -$67K
SPY icon
3011
PUT
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$270K ﹤0.01%
155,400
+149,500
+2,534% +$85.5M
NBTB icon
3012
NBT Bancorp
NBTB
$2.72B
$270K ﹤0.01%
6,488
-815
-11% -$33.9K
GDMA icon
3013
Gadsden Dynamic Multi-Asset ETF
GDMA
$206M
$269K ﹤0.01%
7,743
– –
AMSF icon
3014
AMERISAFE
AMSF
$569M
$269K ﹤0.01%
6,156
-190
-3% -$8.96K
RELY icon
3015
Remitly
RELY
$4.74B
$269K ﹤0.01%
14,335
-503
-3% -$10.5K
LAB icon
3016
Standard BioTools
LAB
$326M
$269K ﹤0.01%
224,213
+121,422
+118% +$135K
SAR icon
3017
Saratoga Investment
SAR
$309M
$269K ﹤0.01%
10,839
+108
+1% +$2.61K
HEEM icon
3018
iShares Currency Hedged MSCI Emerging Markets
HEEM
$270M
$268K ﹤0.01%
8,914
– –
DORM icon
3019
Dorman Products
DORM
$4.01B
$268K ﹤0.01%
2,183
-13
-0.6% -$1.58K
MVT
3020
DELISTED
BlackRock MuniVest Fund II
MVT
$267K ﹤0.01%
25,910
-251
-1% -$2.56K
CIG icon
3021
CEMIG Preferred Shares
CIG
$6.09B
$267K ﹤0.01%
136,132
-9,747
-7% -$17.8K
UHAL.B icon
3022
U-Haul Holding Co Series N
UHAL.B
$12.2B
$266K ﹤0.01%
4,896
+1,059
+28% +$59.1K
ETSY icon
3023
Etsy
ETSY
$7.65B
$266K ﹤0.01%
5,304
+415
+8% +$20.6K
FOCT icon
3024
FT Vest US Equity Buffer ETF October
FOCT
$1.15B
$266K ﹤0.01%
5,943
– –
PCH
3025
DELISTED
PotlatchDeltic
PCH
$266K ﹤0.01%
6,934
-81
-1% -$3.18K
119 120
121
122 123

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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.