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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 | |
|---|---|---|---|---|---|---|
|
MFM
3301
Aberdeen Municipal Income Fund
MFM
$222M
| $187K | ﹤0.01% |
36,128
-632
| -2% | -$3.25K |
|
3302
Trump Media & Technology Group
DJT
$2.37B
| $187K | ﹤0.01% |
10,348
-2,005
| -16% | -$43.6K |
|
3303
electroCore
ECOR
$51.4M
| $187K | ﹤0.01% |
35,342
| – | – |
|
3304
KORU Medical Systems
KRMD
$176M
| $184K | ﹤0.01% |
51,400
| – | – |
|
|
TEM
3305
CALL
Tempus AI
TEM
$7.69B
| $184K | ﹤0.01% |
+10,300
| New | +$591K |
|
|
COOT
3306
Australian Oilseeds Holdings
COOT
$11.9M
| $184K | ﹤0.01% |
245,007
+135
| +0.1% | +$111 |
|
3307
Itaú Unibanco
ITUB
$91.3B
| $184K | ﹤0.01% |
27,845
-99
| -0.4% | -$603 |
|
3308
BlackRock Multi-Sector Income Trust
BIT
$696M
| $183K | ﹤0.01% |
12,510
-599
| -5% | -$8.47K |
|
3309
Stellus Capital Investment Corp
SCM
$203M
| $182K | ﹤0.01% |
13,090
-26,215
| -67% | -$346K |
|
3310
BondBloxx USD High Yield Bond Sector Rotation ETF
HYSA
$63.7M
| $182K | ﹤0.01% |
12,000
| – | – |
|
|
DCH
3311
Dauch Corp
DCH
$1.3B
| $182K | ﹤0.01% |
44,577
+10,656
| +31% | +$42.9K |
|
3312
Citizens
CIA
$245M
| $181K | ﹤0.01% |
52,000
| – | – |
|
|
KIO
3313
KKR Income Opportunities Fund
KIO
$450M
| $181K | ﹤0.01% |
14,388
+1,338
| +10% | +$16K |
|
3314
Rocket Companies
RKT
$36.9B
| $180K | ﹤0.01% |
12,685
+2,789
| +28% | +$36.2K |
|
|
MUE
3315
DELISTED
BlackRock MuniHoldings Quality Fund II
MUE
| $180K | ﹤0.01% |
18,771
-323
| -2% | -$3.1K |
|
|
CRWV
3316
CALL
CoreWeave
CRWV
$39.2B
| $179K | ﹤0.01% |
+95,900
| New | +$8.84M |
|
|
MQT
3317
DELISTED
BlackRock MuniYield Quality Fund II
MQT
| $178K | ﹤0.01% |
18,504
-115
| -0.6% | -$1.11K |
|
3318
Orchestra BioMed
OBIO
$224M
| $178K | ﹤0.01% |
66,500
+5,500
| +9% | +$16.1K |
|
3319
Arcos Dorados Holdings
ARCO
$1.73B
| $178K | ﹤0.01% |
22,544
+1
| +0% | +$8 |
|
|
NCZ
3320
Virtus Convertible & Income Fund II
NCZ
$289M
| $176K | ﹤0.01% |
13,729
-360
| -3% | -$4.27K |
|
3321
VTEX
VTEX
$665M
| $176K | ﹤0.01% |
26,695
-7,754
| -23% | -$45.6K |
|
3322
Hooker Furnishings Corp
HOFT
$148M
| $176K | ﹤0.01% |
16,635
+327
| +2% | +$3.16K |
|
3323
RPC Inc
RES
$1.24B
| $176K | ﹤0.01% |
37,197
-1,073
| -3% | -$5.17K |
|
3324
Wipro
WIT
$18.5B
| $176K | ﹤0.01% |
58,166
-2,385
| -4% | -$6.93K |
|
3325
Myers Industries
MYE
$1.18B
| $175K | ﹤0.01% |
12,093
-160,090
| -93% | -$1.95M |
|
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.