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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
SNEX icon
3026
StoneX
SNEX
$8.83B
$266K ﹤0.01%
6,568
+275
+4% +$10.3K
TRIP icon
3027
TripAdvisor
TRIP
$1.59B
$266K ﹤0.01%
20,386
+673
+3% +$9K
FSZ icon
3028
First Trust Switzerland AlphaDEX Fund
FSZ
$35.9M
$266K ﹤0.01%
3,476
-1,467
-30% -$106K
PTON icon
3029
Peloton Interactive
PTON
$2.63B
$266K ﹤0.01%
38,305
-3,225
-8% -$20.9K
OUT icon
3030
Outfront Media
OUT
$5.64B
$265K ﹤0.01%
16,248
+1,170
+8% +$18.3K
ESG icon
3031
FlexShares STOXX US ESG Select Index Fund
ESG
$131M
$264K ﹤0.01%
1,800
– –
ZMAR
3032
Innovator Equity Defined Protection ETF - 1 Yr March
ZMAR
$113M
$264K ﹤0.01%
+9,959
New +$259K
WSFS icon
3033
WSFS Financial
WSFS
$4.1B
$263K ﹤0.01%
4,785
-493
-9% -$25.6K
RFMZ
3034
RiverNorth Flexible Municipal Income Fund II
RFMZ
$321M
$263K ﹤0.01%
20,782
-704
-3% -$8.95K
ANGI icon
3035
Angi Inc
ANGI
$224M
$263K ﹤0.01%
+17,205
New +$249K
WIX icon
3036
WIX.com
WIX
$2.15B
$261K ﹤0.01%
1,650
+358
+28% +$57.7K
XPEV icon
3037
XPeng
XPEV
$11.8B
$261K ﹤0.01%
14,601
+91
+0.6% +$1.78K
YPF icon
3038
YPF
YPF
$20.2B
$261K ﹤0.01%
8,288
+261
+3% +$8.71K
DIV icon
3039
Global X SuperDividend US ETF
DIV
$787M
$260K ﹤0.01%
14,817
+3,401
+30% +$60K
REX icon
3040
REX American Resources
REX
$1.46B
$260K ﹤0.01%
10,676
-138
-1% -$2.91K
QSR icon
3041
Restaurant Brands International
QSR
$25.1B
$260K ﹤0.01%
3,920
+628
+19% +$41.9K
AMKR icon
3042
Amkor Technology
AMKR
$16.1B
$259K ﹤0.01%
+12,361
New +$228K
NWN icon
3043
Northwest Natural Holdings
NWN
$2.17B
$259K ﹤0.01%
6,529
+1,670
+34% +$69.2K
CSBR icon
3044
Champions Oncology
CSBR
$85.1M
$259K ﹤0.01%
35,158
– –
RTH icon
3045
VanEck Retail ETF
RTH
$248M
$259K ﹤0.01%
1,085
+172
+19% +$39.6K
EOT
3046
Eaton Vance National Municipal Opportunities Trust
EOT
$267M
$259K ﹤0.01%
15,940
– –
FEP icon
3047
First Trust Europe AlphaDEX Fund
FEP
$513M
$259K ﹤0.01%
5,413
– –
GDRX icon
3048
GoodRx Holdings
GDRX
$1B
$258K ﹤0.01%
51,888
+2,355
+5% +$10.2K
RXI icon
3049
iShares Global Consumer Discretionary ETF
RXI
$245M
$258K ﹤0.01%
1,373
-16
-1% -$2.91K
USO icon
3050
United States Oil Fund
USO
$2.45B
$258K ﹤0.01%
3,532
+437
+14% +$30.5K
120 121
122
123 124

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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.