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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 | |
|---|---|---|---|---|---|---|
326
BlackRock Flexible Income ETF
BINC
$16B
| $48.1M | 0.06% |
909,967
+415,569
| +84% | +$21.6M |
|
327
iShares Russell Mid-Cap ETF
IWR
$56.8B
| $48M | 0.06% |
521,577
+17,724
| +4% | +$1.53M |
|
328
Parker-Hannifin
PH
$125B
| $47.7M | 0.06% |
68,326
-2,308
| -3% | -$1.46M |
|
329
Mettler-Toledo International
MTD
$26.8B
| $47.5M | 0.06% |
40,462
+9,018
| +29% | +$10.1M |
|
330
Invesco S&P MidCap Quality ETF
XMHQ
$5.43B
| $47.3M | 0.06% |
481,715
+21,454
| +5% | +$2.03M |
|
331
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.2B
| $47.2M | 0.06% |
389,200
+32,463
| +9% | +$3.65M |
|
332
Freeport-McMoran
FCX
$90B
| $46.9M | 0.06% |
1,082,412
+81,592
| +8% | +$3.1M |
|
333
Canadian Pacific Kansas City
CP
$82B
| $46.7M | 0.06% |
588,711
+7,043
| +1% | +$542K |
|
334
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.7B
| $46.5M | 0.06% |
521,531
-27,288
| -5% | -$2.33M |
|
335
Target
TGT
$62.1B
| $46.4M | 0.06% |
470,722
-194,739
| -29% | -$18.7M |
|
336
TotalEnergies
TTE
$193B
| $46.4M | 0.06% |
755,768
-13,058
| -2% | -$775K |
|
337
Avantis International Small Cap Value ETF
AVDV
$18.9B
| $46.4M | 0.06% |
585,106
-22,216
| -4% | -$1.64M |
|
338
Arista Networks
ANET
$219B
| $46.4M | 0.06% |
453,064
-20,241
| -4% | -$1.75M |
|
339
JPMorgan BetaBuilders Japan ETF
BBJP
$17.3B
| $46.3M | 0.06% |
749,392
+459,715
| +159% | +$26.8M |
|
340
Copart
CPRT
$25.9B
| $46.3M | 0.06% |
942,716
+88,999
| +10% | +$4.98M |
|
341
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.22B
| $45.9M | 0.06% |
344,820
-17,081
| -5% | -$2.14M |
|
342
Intuit
INTU
$81.1B
| $45.6M | 0.06% |
57,936
+106
| +0.2% | +$71.7K |
|
343
United Rentals
URI
$71.1B
| $45.5M | 0.06% |
60,455
+173
| +0.3% | +$116K |
|
344
Travelers Companies
TRV
$80.8B
| $45.3M | 0.06% |
169,178
+8,772
| +5% | +$2.31M |
|
345
PayPal
PYPL
$49.5B
| $45.2M | 0.06% |
607,697
+33,896
| +6% | +$2.32M |
|
346
State Street Communication Services Select Sector SPDR ETF
XLC
$21.9B
| $44.9M | 0.06% |
413,842
-40,402
| -9% | -$3.98M |
|
347
D.R. Horton
DHI
$41B
| $44.1M | 0.06% |
342,420
+114,756
| +50% | +$14.1M |
|
348
iShares Agency Bond ETF
AGZ
$553M
| $44.1M | 0.06% |
401,789
+12,283
| +3% | +$1.34M |
|
349
Intercontinental Exchange
ICE
$82.4B
| $44M | 0.06% |
239,810
+9,161
| +4% | +$1.57M |
|
350
Packaging Corp of America
PKG
$22.7B
| $43.8M | 0.05% |
232,318
+2,237
| +1% | +$423K |
|
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.