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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 | |
|---|---|---|---|---|---|---|
3476
Hertz
HTZ
$572M
| $88K | ﹤0.01% |
+12,879
| New | +$80.4K |
|
3477
United-Guardian
UG
$35M
| $87.6K | ﹤0.01% |
11,000
| – | – |
|
|
PCF
3478
High Income Securities Fund
PCF
$99.6M
| $87.4K | ﹤0.01% |
+13,758
| New | +$86.4K |
|
3479
Select Water Solutions
WTTR
$2.51B
| $87.4K | ﹤0.01% |
10,111
-421
| -4% | -$3.63K |
|
3480
Rekor Systems
REKR
$83.8M
| $87.3K | ﹤0.01% |
75,239
-9,550
| -11% | -$10K |
|
3481
Icahn Enterprises
IEP
$5.17B
| $86.7K | ﹤0.01% |
+10,778
| New | +$92.2K |
|
3482
CALL
Trade Desk
TTD
$8.13B
| $86K | ﹤0.01% |
4,000
| – | – |
|
3483
CALL
Uber
UBER
$134B
| $85.4K | ﹤0.01% |
2,400
-3,300
| -58% | -$272K |
|
3484
Geron
GERN
$911M
| $84.2K | ﹤0.01% |
59,749
+23,000
| +63% | +$32.6K |
|
3485
Fractyl Health
GUTS
$123M
| $82.5K | ﹤0.01% |
50,921
+10,000
| +24% | +$16.2K |
|
3486
Context Therapeutics
CNTX
$56.4M
| $82.5K | ﹤0.01% |
125,852
| – | – |
|
|
DFTX
3487
Definium Therapeutics
DFTX
$5.73B
| $82.3K | ﹤0.01% |
12,675
-1
| -0% | -$7 |
|
3488
Ambev
ABEV
$47.3B
| $81.5K | ﹤0.01% |
33,829
-1,773
| -5% | -$4.32K |
|
3489
Enel Chile
ENIC
$5.96B
| $81.1K | ﹤0.01% |
22,329
+7,504
| +51% | +$26.5K |
|
3490
PUT
Amazon
AMZN
$2.5T
| $80.9K | ﹤0.01% |
18,000
+10,300
| +134% | +$2.04M |
|
3491
CALL
Chewy
CHWY
$8.54B
| $80.8K | ﹤0.01% |
+95,000
| New | +$3.78M |
|
3492
Rockwell Medical
RMTI
$26.2M
| $79.3K | ﹤0.01% |
9,352
+3,611
| +63% | +$36.8K |
|
3493
Dyadic International
DYAI
$43.4M
| $78.7K | ﹤0.01% |
79,469
-100
| -0.1% | -$110 |
|
|
AHT
3494
Ashford Hospitality Trust
AHT
$21M
| $78.5K | ﹤0.01% |
+13,040
| New | +$79K |
|
|
CXE
3495
DELISTED
MFS High Income Municipal Trust
CXE
| $78.3K | ﹤0.01% |
21,885
-544
| -2% | -$1.92K |
|
3496
CALL
iShares Bitcoin Trust
IBIT
$47.2B
| $78K | ﹤0.01% |
90,500
+89,000
| +5,933% | +$4.99M |
|
3497
CALL
Advanced Micro Devices
AMD
$851B
| $76.5K | ﹤0.01% |
+3,400
| New | +$370K |
|
3498
Blend Labs
BLND
$409M
| $76.2K | ﹤0.01% |
23,104
-207
| -0.9% | -$701 |
|
3499
Direxion Daily Retail Bull 3X ETF
RETL
$29.9M
| $76K | ﹤0.01% |
10,000
| – | – |
|
|
GLQ
3500
Clough Global Equity Fund
GLQ
$154M
| $75.9K | ﹤0.01% |
10,649
-2,764
| -21% | -$18K |
|
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.