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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
KGC icon
3051
Kinross Gold
KGC
$28.5B
$258K ﹤0.01%
16,508
-81,234
-83% -$1.18M
CUZ icon
3052
Cousins Properties
CUZ
$5.29B
$258K ﹤0.01%
8,587
-2,739
-24% -$77.3K
ELCV
3053
Eventide High Dividend ETF
ELCV
$254M
$257K ﹤0.01%
10,113
+76
+0.8% +$1.85K
CHX
3054
DELISTED
ChampionX
CHX
$256K ﹤0.01%
10,309
+316
+3% +$7.96K
DFH icon
3055
Dream Finders Homes
DFH
$1.46B
$256K ﹤0.01%
10,185
+817
+9% +$18.4K
MCHI icon
3056
iShares MSCI China ETF
MCHI
$6.04B
$256K ﹤0.01%
4,644
-82
-2% -$4.35K
ROUS icon
3057
Hartford Multifactor US Equity ETF
ROUS
$684M
$256K ﹤0.01%
4,763
-1,516
-24% -$77.2K
UE icon
3058
Urban Edge Properties
UE
$2.94B
$255K ﹤0.01%
13,679
+2,035
+17% +$37.2K
SPH icon
3059
Suburban Propane Partners
SPH
$1.23B
$255K ﹤0.01%
13,769
+3,307
+32% +$64.3K
BRSP
3060
BrightSpire Capital
BRSP
$681M
$255K ﹤0.01%
50,456
-44,860
-47% -$227K
EWM icon
3061
iShares MSCI Malaysia ETF
EWM
$305M
$255K ﹤0.01%
+10,463
New +$249K
VTYX
3062
DELISTED
Ventyx Biosciences
VTYX
$254K ﹤0.01%
118,771
-4,500
-4% -$7.27K
SCMB icon
3063
Schwab Municipal Bond ETF
SCMB
$3.96B
$254K ﹤0.01%
+10,083
New +$253K
CARG icon
3064
CarGurus
CARG
$3.01B
$254K ﹤0.01%
+7,582
New +$228K
FFC
3065
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
$768M
$254K ﹤0.01%
15,562
-1,000
-6% -$15.5K
VKTX icon
3066
Viking Therapeutics
VKTX
$4.04B
$253K ﹤0.01%
9,554
+73
+0.8% +$1.92K
JMBS icon
3067
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.71B
$253K ﹤0.01%
5,618
-252
-4% -$11.2K
COMT icon
3068
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$1.19B
$253K ﹤0.01%
9,791
-156
-2% -$3.95K
TSI
3069
TCW Strategic Income Fund
TSI
$212M
$253K ﹤0.01%
51,823
– –
TLK icon
3070
Telkom Indonesia
TLK
$14.2B
$253K ﹤0.01%
14,912
-1,259
-8% -$20.2K
KIDS icon
3071
OrthoPediatrics
KIDS
$485M
$252K ﹤0.01%
11,748
+8
+0.1% +$173
GSEP icon
3072
FT Vest US Equity Moderate Buffer ETF September
GSEP
$351M
$252K ﹤0.01%
+6,875
New +$241K
KNX icon
3073
Knight Transportation
KNX
$11.8B
$252K ﹤0.01%
5,696
+513
+10% +$21.8K
RMT
3074
Royce Micro-Cap Trust
RMT
$736M
$252K ﹤0.01%
+27,233
New +$231K
PFFR icon
3075
InfraCap REIT Preferred ETF
PFFR
$119M
$251K ﹤0.01%
14,017
-158
-1% -$2.82K
121 122
123
124 125

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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.