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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 | |
|---|---|---|---|---|---|---|
3326
Americold
COLD
$4.09B
| $175K | ﹤0.01% |
10,535
-1,384
| -12% | -$25.1K |
|
|
XIFR
3327
XPLR Infrastructure LP
XIFR
$1.18B
| $175K | ﹤0.01% |
21,314
-3,079
| -13% | -$26.7K |
|
|
GGN
3328
GAMCO Global Gold, Natural Resources & Income Trust
GGN
$767M
| $175K | ﹤0.01% |
39,780
+2,063
| +5% | +$8.86K |
|
3329
BlackRock MuniAssets Fund
MUA
$527M
| $175K | ﹤0.01% |
16,787
+1,066
| +7% | +$10.9K |
|
3330
Sabre
SABR
$656M
| $175K | ﹤0.01% |
55,240
-720
| -1% | -$1.85K |
|
|
MFA
3331
MFA Financial
MFA
$929M
| $174K | ﹤0.01% |
18,408
+33
| +0.2% | +$312 |
|
|
MYD
3332
DELISTED
BlackRock MuniYield Fund
MYD
| $174K | ﹤0.01% |
17,296
+800
| +5% | +$8.07K |
|
3333
Aehr Test Systems
AEHR
$2.48B
| $173K | ﹤0.01% |
13,390
+348
| +3% | +$3.31K |
|
3334
Applied Digital
APLD
$7.77B
| $172K | ﹤0.01% |
17,119
+1,455
| +9% | +$10.7K |
|
|
ARI
3335
Apollo Commercial Real Estate
ARI
$887M
| $172K | ﹤0.01% |
17,767
+4,147
| +30% | +$39.1K |
|
3336
VanEck Vietnam ETF
VNM
$491M
| $172K | ﹤0.01% |
12,485
| – | – |
|
3337
ACV Auctions
ACVA
$1.35B
| $171K | ﹤0.01% |
10,564
-3,717
| -26% | -$57.8K |
|
3338
CALL
iShares 20+ Year Treasury Bond ETF
TLT
$42.1B
| $171K | ﹤0.01% |
100,200
+26,200
| +35% | +$2.28M |
|
3339
Nuveen Select Tax-Free Income Portfolio
NXP
$900M
| $171K | ﹤0.01% |
12,149
+54
| +0.4% | +$756 |
|
3340
Mach Natural Resources
MNR
$2.23B
| $171K | ﹤0.01% |
+11,812
| New | +$164K |
|
|
GRFS
3341
Grifois
GRFS
$5.16B
| $169K | ﹤0.01% |
18,748
+1,631
| +10% | +$12.7K |
|
|
EVM
3342
DELISTED
Eaton Vance California Municipal Bond Fund
EVM
| $169K | ﹤0.01% |
18,951
| – | – |
|
|
PDT
3343
John Hancock Premium Dividend Fund
PDT
$634M
| $169K | ﹤0.01% |
12,815
+2,242
| +21% | +$28.5K |
|
3344
United Microelectronic
UMC
$48.9B
| $169K | ﹤0.01% |
22,054
-8,102
| -27% | -$60.1K |
|
|
TEF
3345
DELISTED
Telefonica
TEF
| $168K | ﹤0.01% |
32,184
-3,619
| -10% | -$18.2K |
|
3346
Liberty Energy
LBRT
$2.83B
| $167K | ﹤0.01% |
14,533
+1,316
| +10% | +$15.9K |
|
3347
The Oncology Institute
TOI
$498M
| $167K | ﹤0.01% |
81,362
| – | – |
|
3348
Galectin Therapeutics
GALT
$229M
| $166K | ﹤0.01% |
78,760
+1,385
| +2% | +$2.07K |
|
|
CALY
3349
Callaway Golf Company
CALY
$3.26B
| $165K | ﹤0.01% |
+20,466
| New | +$141K |
|
3350
Falcon's Beyond
FBYD
$514M
| $165K | ﹤0.01% |
27,940
+13,674
| +96% | +$95.3K |
|
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.