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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 | |
|---|---|---|---|---|---|---|
3276
Quantum Computing Inc
QUBT
$1.68B
| $200K | ﹤0.01% |
+10,415
| New | +$115K |
|
|
FINS
3277
Angel Oak Financial Strategies Income Term Trust
FINS
$418M
| $199K | ﹤0.01% |
+15,334
| New | +$200K |
|
3278
Direxion Daily TSLA Bull 2X ETF
TSLL
$2.44B
| $198K | ﹤0.01% |
16,781
+5,887
| +54% | +$68.2K |
|
3279
Northwest Bancshares
NWBI
$2.25B
| $198K | ﹤0.01% |
15,504
+3,592
| +30% | +$43.6K |
|
|
THS
3280
DELISTED
Treehouse Foods
THS
| $198K | ﹤0.01% |
10,180
-340
| -3% | -$7.62K |
|
3281
DNOW Inc
DNOW
$2.63B
| $197K | ﹤0.01% |
13,310
+333
| +3% | +$5.08K |
|
3282
Nomura Holdings
NMR
$28.7B
| $197K | ﹤0.01% |
29,995
-1,238
| -4% | -$7.24K |
|
3283
Adaptive Biotechnologies
ADPT
$3.56B
| $197K | ﹤0.01% |
16,922
+239
| +1% | +$2.17K |
|
3284
Genius Sports
GENI
$1.73B
| $197K | ﹤0.01% |
+18,936
| New | +$189K |
|
3285
Research Solutions
RSSS
$73.6M
| $196K | ﹤0.01% |
68,336
+30,052
| +78% | +$82.3K |
|
3286
LoveSac
LOVE
$239M
| $196K | ﹤0.01% |
10,753
-340
| -3% | -$6.45K |
|
3287
Horizon Bancorp
HBNC
$1.03B
| $195K | ﹤0.01% |
12,672
+51
| +0.4% | +$749 |
|
|
BYM
3288
DELISTED
BlackRock Municipal Income Quality Trust
BYM
| $195K | ﹤0.01% |
18,445
-419
| -2% | -$4.4K |
|
3289
BlackRock Capital Allocation Term Trust
BCAT
$1.6B
| $194K | ﹤0.01% |
12,830
+431
| +3% | +$6.29K |
|
3290
Melco Resorts & Entertainment
MLCO
$2.1B
| $194K | ﹤0.01% |
26,801
+1,603
| +6% | +$9.32K |
|
3291
TXO Partners LP
TXO
$726M
| $194K | ﹤0.01% |
12,877
+365
| +3% | +$5.89K |
|
3292
Korea Electric Power
KEP
$15.5B
| $194K | ﹤0.01% |
+13,595
| New | +$135K |
|
3293
Investar Holding Corp
ISTR
$411M
| $193K | ﹤0.01% |
10,000
| – | – |
|
|
PKST
3294
DELISTED
Peakstone Realty Trust
PKST
| $190K | ﹤0.01% |
14,415
+2,250
| +18% | +$27.7K |
|
|
VRE
3295
DELISTED
Veris Residential
VRE
| $190K | ﹤0.01% |
12,758
-391
| -3% | -$6.01K |
|
|
NFJ
3296
Virtus Dividend, Interest & Premium Strategy Fund
NFJ
$1.41B
| $190K | ﹤0.01% |
15,305
+25
| +0.2% | +$295 |
|
3297
Harmony Gold Mining
HMY
$9.92B
| $189K | ﹤0.01% |
13,556
-3,919
| -22% | -$59.2K |
|
3298
Hafnia
HAFN
$3.82B
| $189K | ﹤0.01% |
37,850
+15,550
| +70% | +$75.5K |
|
3299
Lionsgate Studios
LION
$3.88B
| $188K | ﹤0.01% |
+32,313
| New | +$216K |
|
3300
Western Union
WU
$2.57B
| $187K | ﹤0.01% |
22,227
-8,143
| -27% | -$77.4K |
|
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.