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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
CNK icon
3101
Cinemark Holdings
CNK
$3.82B
$243K ﹤0.01%
+8,062
New +$244K
DBO icon
3102
Invesco DB Oil Fund
DBO
$425M
$243K ﹤0.01%
18,388
– –
VIST icon
3103
Vista Energy
VIST
$7.75B
$243K ﹤0.01%
5,075
-3
-0.1% -$142
SGMT icon
3104
Sagimet Biosciences
SGMT
$437M
$242K ﹤0.01%
+31,781
New +$134K
CSD icon
3105
Invesco S&P Spin-Off ETF
CSD
$225M
$242K ﹤0.01%
2,883
-61
-2% -$4.68K
NWL icon
3106
Newell Brands
NWL
$2.16B
$242K ﹤0.01%
44,791
+644
+1% +$3.41K
SGHC icon
3107
SGHC Ltd
SGHC
$7.3B
$242K ﹤0.01%
22,039
– –
FALN icon
3108
iShares Fallen Angels USD Bond ETF
FALN
$1.63B
$241K ﹤0.01%
8,886
-1,778
-17% -$46.9K
HST icon
3109
Host Hotels & Resorts
HST
$16.8B
$241K ﹤0.01%
15,692
-6,508
-29% -$96.4K
SPHB icon
3110
Invesco S&P 500 High Beta ETF
SPHB
$964M
$241K ﹤0.01%
2,468
-144
-6% -$12.2K
SFNC icon
3111
Simmons First National
SFNC
$3.35B
$240K ﹤0.01%
12,676
-953
-7% -$17.9K
LLYVK icon
3112
Liberty Live Group Series C
LLYVK
$9.11B
$240K ﹤0.01%
2,959
-77
-3% -$5.68K
SBCF icon
3113
Seacoast Banking Corp of Florida
SBCF
$3.26B
$240K ﹤0.01%
8,692
-1,457
-14% -$36K
RZV icon
3114
Invesco S&P SmallCap 600 Pure Value ETF
RZV
$290M
$240K ﹤0.01%
2,288
+8
+0.4% +$771
EELV icon
3115
Invesco S&P Emerging Markets Low Volatility ETF
EELV
$427M
$239K ﹤0.01%
9,167
+447
+5% +$11.2K
MCY icon
3116
Mercury Insurance
MCY
$5.94B
$238K ﹤0.01%
+3,538
New +$210K
AMSC icon
3117
American Superconductor
AMSC
$1.48B
$238K ﹤0.01%
+6,487
New +$159K
DVAX
3118
DELISTED
Dynavax Technologies
DVAX
$238K ﹤0.01%
23,967
-4,170
-15% -$43.9K
ORLA
3119
Orla Mining
ORLA
$3.48B
$238K ﹤0.01%
23,724
+4,148
+21% +$43.1K
JFR icon
3120
Nuveen Floating Rate Income Fund
JFR
$1.23B
$238K ﹤0.01%
28,055
-2,794
-9% -$22.8K
WSR
3121
DELISTED
Whitestone REIT
WSR
$238K ﹤0.01%
19,040
+577
+3% +$7.34K
EMLC icon
3122
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.74B
$238K ﹤0.01%
9,371
+139
+2% +$3.4K
BRSL
3123
Brightstar Lottery PLC
BRSL
$1.91B
$237K ﹤0.01%
15,017
+865
+6% +$13.6K
GNR icon
3124
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.75B
$237K ﹤0.01%
4,372
-2,778
-39% -$145K
RIV
3125
RiverNorth Opportunities Fund
RIV
$308M
$236K ﹤0.01%
19,280
– –
123 124
125
126 127

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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.