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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 | |
|---|---|---|---|---|---|---|
|
TDF
3451
Templeton Dragon Fund
TDF
$268M
| $101K | ﹤0.01% |
10,152
-3,857
| -28% | -$36.6K |
|
|
USAS
3452
Americas Gold and Silver
USAS
$1.34B
| $101K | ﹤0.01% |
50,083
+4
| +0% | +$6 |
|
3453
PUT
Blackstone
BX
$104B
| $101K | ﹤0.01% |
64,900
-36,400
| -36% | -$5M |
|
3454
Stem
STEM
$49.2M
| $101K | ﹤0.01% |
16,227
-251
| -2% | -$2.25K |
|
3455
Ribbon Communications
RBBN
$354M
| $101K | ﹤0.01% |
25,147
+56
| +0.2% | +$202 |
|
|
XFLT
3456
XAI Floating Rate & Alternative Income Trust
XFLT
$268M
| $99.3K | ﹤0.01% |
+3,516
| New | +$99.1K |
|
3457
Wrap Technologies
WRAP
$94.8M
| $98.9K | ﹤0.01% |
63,415
+2,067
| +3% | +$3.11K |
|
|
GLO
3458
Clough Global Opportunities Fund
GLO
$249M
| $97.8K | ﹤0.01% |
18,004
-6,819
| -27% | -$34.4K |
|
3459
Hecla Mining
HL
$10.2B
| $97.6K | ﹤0.01% |
16,295
+4,291
| +36% | +$23.7K |
|
3460
YieldMax TSLA Option Income Strategy ETF
TSLY
$613M
| $96.3K | ﹤0.01% |
+2,357
| New | +$100K |
|
3461
Direxion Daily Real Estate Bull 3X ETF
DRN
$51.4M
| $95.5K | ﹤0.01% |
10,000
| – | – |
|
3462
The RealReal
REAL
$1.34B
| $94.6K | ﹤0.01% |
19,748
-5,042
| -20% | -$27.7K |
|
3463
Patterson-UTI
PTEN
$3.87B
| $94.1K | ﹤0.01% |
15,865
-8,546
| -35% | -$51.5K |
|
3464
UNIFI
UFI
$117M
| $92.9K | ﹤0.01% |
17,793
-6,000
| -25% | -$29.5K |
|
|
AKTX
3465
Akari Therapeutics
AKTX
$15.2M
| $92.7K | ﹤0.01% |
+1,981
| New | +$99.9K |
|
3466
Banco Bradesco
BBD
$38.1B
| $92.6K | ﹤0.01% |
29,966
+6,294
| +27% | +$16.6K |
|
3467
LiqTech
LIQT
$21.5M
| $92.4K | ﹤0.01% |
57,756
+157
| +0.3% | +$243 |
|
3468
Leggett & Platt
LEG
$1.52B
| $91.6K | ﹤0.01% |
+10,270
| New | +$88.5K |
|
|
FUND
3469
Sprott Focus Trust
FUND
$293M
| $90.5K | ﹤0.01% |
12,096
-5,678
| -32% | -$40.8K |
|
3470
ADT
ADT
$5.16B
| $90.2K | ﹤0.01% |
10,653
-12,730
| -54% | -$104K |
|
3471
Bioventus
BVS
$799M
| $90.1K | ﹤0.01% |
13,617
| – | – |
|
|
NMAD
3472
Nomad Power Solutions
NMAD
$88.5M
| $90K | ﹤0.01% |
99,432
| – | – |
|
|
PRPH
3473
DELISTED
ProPhase Labs
PRPH
| $89.8K | ﹤0.01% |
22,945
| – | – |
|
3474
ImmunityBio
IBRX
$7.44B
| $89.2K | ﹤0.01% |
33,774
+2,565
| +8% | +$6.9K |
|
3475
FIGS
FIGS
$1.59B
| $88.1K | ﹤0.01% |
15,620
| – | – |
|
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.