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HighTower Advisors

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
Cap. Flow
+$1.59B
Cap. Flow %
1.99%
Top 10 Hldgs %
18.5%
Holding
4,055
New
333
Increased
1,586
Reduced
1,641
Closed
303

Top Buys

Rank Stock Value
1
PLPC icon
Preformed Line Products
PLPC
+$101M
2
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$95.9M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$89.4M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$75.1M
5
META icon
Meta Platforms (Facebook)
META
+$64.4M

Top Sells

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$59.6M
2
CLX icon
Clorox
CLX
+$49.7M
3
V icon
Visa
V
+$43.7M
4
QLTY icon
GMO US Quality ETF
QLTY
+$40.4M
5
GLD icon
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
NVDA icon
3426
CALL
NVIDIA
NVDA
$5.01T
$114K ﹤0.01%
14,100
-129,800
-90% -$16.3M
ZEO
3427
Zeo Energy
ZEO
$19.1M
$114K ﹤0.01%
+39,243
New +$82.2K
MSOS icon
3428
AdvisorShares Pure US Cannabis ETF
MSOS
$864M
$114K ﹤0.01%
47,178
-10,149
-18% -$25K
SGC icon
3429
Superior Group of Companies
SGC
$193M
$112K ﹤0.01%
10,837
+37
+0.3% +$377
ASG
3430
Liberty All-Star Growth Fund
ASG
$323M
$112K ﹤0.01%
+20,391
New +$103K
AWP
3431
abrdn Global Premier Properties Fund
AWP
$377M
$111K ﹤0.01%
9,379
+4,165
+80% +$48.1K
ECF
3432
Ellsworth Growth & Income Fund
ECF
$171M
$111K ﹤0.01%
10,868
-189
-2% -$1.78K
KTF
3433
DWS Municipal Income Trust
KTF
$346M
$111K ﹤0.01%
12,586
-1,187
-9% -$10.7K
XPRO icon
3434
Expro Ltd
XPRO
$1.79B
$111K ﹤0.01%
12,867
+245
+2% +$2.08K
SER icon
3435
Serina Therapeutics
SER
$31M
$110K ﹤0.01%
17,911
-3,522
-16% -$20K
BWG
3436
BrandywineGLOBAL Global Income Opportunities Fund
BWG
$129M
$110K ﹤0.01%
13,269
-37
-0.3% -$298
AGEN
3437
Agenus
AGEN
$249M
$110K ﹤0.01%
24,002
+151
+0.6% +$523
VFL
3438
DELISTED
abrdn National Municipal Income Fund
VFL
$109K ﹤0.01%
11,268
-784
-7% -$7.66K
CRDF icon
3439
Cardiff Oncology
CRDF
$64.3M
$108K ﹤0.01%
34,206
-7
-0% -$21
VKQ icon
3440
Invesco Municipal Trust
VKQ
$536M
$106K ﹤0.01%
11,627
+1,627
+16% +$15.1K
GOOGL icon
3441
CALL
Alphabet (Google) Class A
GOOGL
$3.91T
$106K ﹤0.01%
2,300
+100
+5% +$16.4K
SELF
3442
Global Self Storage
SELF
$57.7M
$106K ﹤0.01%
+19,820
New +$106K
NVTS icon
3443
Navitas Semiconductor
NVTS
$2.66B
$106K ﹤0.01%
16,121
+4,651
+41% +$17.9K
PLG
3444
Platinum Group Metals
PLG
$164M
$105K ﹤0.01%
68,616
– –
VGI
3445
Virtus Global Multi-Sector Income Fund
VGI
$81.2M
$105K ﹤0.01%
+13,385
New +$102K
ASTS icon
3446
CALL
AST SpaceMobile
ASTS
$16.8B
$105K ﹤0.01%
+8,000
New +$232K
GROY icon
3447
Gold Royalty Corp
GROY
$593M
$104K ﹤0.01%
+47,161
New +$82.8K
FANG icon
3448
CALL
Diamondback Energy
FANG
$57.6B
$103K ﹤0.01%
95,800
+94,600
+7,883% +$13.1M
TXG icon
3449
CALL
10x Genomics
TXG
$5.87B
$103K ﹤0.01%
+102,500
New +$934K
TRX icon
3450
TRX Gold Corp
TRX
$255M
$102K ﹤0.01%
306,262
– –
136 137
138
139 140

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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.