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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 | |
|---|---|---|---|---|---|---|
3351
Payoneer
PAYO
$2.41B
| $164K | ﹤0.01% |
23,883
-2,693
| -10% | -$18.3K |
|
|
HBI
3352
DELISTED
Hanesbrands
HBI
| $162K | ﹤0.01% |
35,294
-59,121
| -63% | -$285K |
|
3353
Ramaco Resources Class A
METC
$676M
| $162K | ﹤0.01% |
12,295
-113
| -0.9% | -$1.08K |
|
3354
CALL
Papa John's
PZZA
$999M
| $162K | ﹤0.01% |
+95,000
| New | +$3.88M |
|
3355
Invesco Senior Income Trust
VVR
$456M
| $161K | ﹤0.01% |
42,303
+2,310
| +6% | +$8.38K |
|
3356
Sibanye-Stillwater
SBSW
$5.92B
| $160K | ﹤0.01% |
22,181
-5,975
| -21% | -$32.7K |
|
3357
Sally Beauty Holdings
SBH
$1.4B
| $160K | ﹤0.01% |
17,282
+64
| +0.4% | +$551 |
|
3358
CALL
Global X S&P 500 Covered Call ETF
XYLD
$3.2B
| $160K | ﹤0.01% |
410,900
+300
| +0.1% | +$11.5K |
|
|
PNNT
3359
Pennant Park Investment Corp
PNNT
$215M
| $160K | ﹤0.01% |
23,373
-12,894
| -36% | -$85.1K |
|
3360
Denison Mines
DNN
$2.63B
| $159K | ﹤0.01% |
87,330
-14,850
| -15% | -$22.5K |
|
3361
Apple Hospitality REIT
APLE
$3.96B
| $158K | ﹤0.01% |
13,569
-1,767
| -12% | -$20.7K |
|
3362
SunCoke Energy
SXC
$757M
| $158K | ﹤0.01% |
18,431
-666
| -3% | -$5.78K |
|
3363
Intellia Therapeutics
NTLA
$1.5B
| $156K | ﹤0.01% |
16,619
-302
| -2% | -$2.48K |
|
|
GBAB
3364
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
GBAB
$382M
| $155K | ﹤0.01% |
10,295
-1,020
| -9% | -$15.3K |
|
3365
Greenwich LifeSciences
GLSI
$191M
| $154K | ﹤0.01% |
16,967
+1,560
| +10% | +$14.8K |
|
3366
Grocery Outlet
GO
$891M
| $154K | ﹤0.01% |
12,366
+1,434
| +13% | +$20.4K |
|
3367
PUT
McKesson
MCK
$98.5B
| $153K | ﹤0.01% |
+17,400
| New | +$12.3M |
|
|
EXK
3368
Endeavour Silver
EXK
$2.32B
| $153K | ﹤0.01% |
31,101
-317,900
| -91% | -$1.25M |
|
3369
BioCryst Pharmaceuticals
BCRX
$2.37B
| $152K | ﹤0.01% |
17,000
-61
| -0.4% | -$568 |
|
3370
BlackRock Credit Allocation Income Trust
BTZ
$927M
| $151K | ﹤0.01% |
13,827
-1,496
| -10% | -$15.7K |
|
|
EVV
3371
Eaton Vance Limited Duration Income Fund
EVV
$1.06B
| $150K | ﹤0.01% |
14,624
-2,020
| -12% | -$20K |
|
|
UDMY
3372
DELISTED
Udemy
UDMY
| $150K | ﹤0.01% |
21,321
-1,230
| -5% | -$8.48K |
|
|
LAND
3373
Gladstone Land Corp
LAND
$368M
| $150K | ﹤0.01% |
+14,708
| New | +$144K |
|
3374
MannKind Corp
MNKD
$1.28B
| $149K | ﹤0.01% |
39,836
+701
| +2% | +$3.09K |
|
3375
ImmuCell
ICCC
$99.8M
| $149K | ﹤0.01% |
21,354
| – | – |
|
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.