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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 | |
|---|---|---|---|---|---|---|
3376
Uranium Energy
UEC
$4.71B
| $148K | ﹤0.01% |
+21,782
| New | +$122K |
|
|
OXLC
3377
Oxford Lane Capital
OXLC
$830M
| $148K | ﹤0.01% |
7,050
+533
| +8% | +$12K |
|
|
SBI
3378
Western Asset Intermediate Muni Fund
SBI
$109M
| $148K | ﹤0.01% |
19,640
-164
| -0.8% | -$1.23K |
|
3379
PUT
Broadcom
AVGO
$1.82T
| $147K | ﹤0.01% |
23,400
-211,500
| -90% | -$45.9M |
|
3380
Transocean
RIG
$5.92B
| $146K | ﹤0.01% |
56,559
+5,360
| +10% | +$13.8K |
|
|
PFO
3381
Flaherty & Crumrine Preferred and Income Opportunity Fund
PFO
$118M
| $146K | ﹤0.01% |
15,803
+25
| +0.2% | +$223 |
|
3382
Culp Inc
CULP
$45M
| $146K | ﹤0.01% |
37,046
| – | – |
|
3383
CALL
Capricor Therapeutics
CAPR
$1.14B
| $142K | ﹤0.01% |
35,200
-6,400
| -15% | -$67.6K |
|
|
WIA
3384
Western Asset Inflation-Linked Income Fund
WIA
$185M
| $141K | ﹤0.01% |
16,778
-363
| -2% | -$2.98K |
|
3385
PUT
CME Group
CME
$92.2B
| $140K | ﹤0.01% |
19,100
+500
| +3% | +$136K |
|
3386
BlackRock Energy and Resources Trust
BGR
$420M
| $139K | ﹤0.01% |
+10,507
| New | +$132K |
|
|
FT
3387
Franklin Universal Trust
FT
$201M
| $139K | ﹤0.01% |
18,261
+28
| +0.2% | +$207 |
|
3388
Nuveen Real Asset Income & Growth Fund
JRI
$358M
| $139K | ﹤0.01% |
10,306
| – | – |
|
3389
CALL
Enovix
ENVX
$862M
| $139K | ﹤0.01% |
33,143
-24,000
| -42% | -$157K |
|
|
TWO
3390
Two Harbors Investment
TWO
$1.27B
| $139K | ﹤0.01% |
12,870
-910
| -7% | -$10.3K |
|
|
MPT
3391
Medical Properties Trust
MPT
$2.89B
| $138K | ﹤0.01% |
+32,095
| New | +$159K |
|
3392
CALL
Apple
AAPL
$4.89T
| $138K | ﹤0.01% |
9,200
+7,200
| +360% | +$1.45M |
|
3393
Teladoc Health
TDOC
$1.58B
| $137K | ﹤0.01% |
15,721
-408
| -3% | -$2.96K |
|
3394
Petrobras Class A
PBR.A
$107B
| $137K | ﹤0.01% |
11,844
+812
| +7% | +$9.05K |
|
3395
Certara
CERT
$1.17B
| $136K | ﹤0.01% |
11,655
-7,372
| -39% | -$87.2K |
|
|
DHF
3396
BNY Mellon High Yield Strategies Fund
DHF
$171M
| $136K | ﹤0.01% |
+52,441
| New | +$130K |
|
|
AEF
3397
abrdn Emerging Markets Equity Income Fund
AEF
$348M
| $136K | ﹤0.01% |
22,874
-6,241
| -21% | -$33.2K |
|
3398
NexGen Energy
NXE
$6.05B
| $136K | ﹤0.01% |
+19,555
| New | +$110K |
|
3399
PUT
Tesla
TSLA
$1.24T
| $136K | ﹤0.01% |
3,500
-2,800
| -44% | -$844K |
|
3400
VirnetX Holding Corp
VHC
$52.3M
| $135K | ﹤0.01% |
12,446
+64
| +0.5% | +$553 |
|
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.