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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 | |
|---|---|---|---|---|---|---|
|
HIX
3501
Western Asset High Income Fund II
HIX
$352M
| $75.7K | ﹤0.01% |
17,636
| – | – |
|
3502
Digital Turbine
APPS
$1.02B
| $75.7K | ﹤0.01% |
12,823
-176
| -1% | -$723 |
|
3503
IHS Holding
IHS
$2.77B
| $73.3K | ﹤0.01% |
13,181
+2,914
| +28% | +$15.7K |
|
3504
SurgePays
SURG
$6.05M
| $72.9K | ﹤0.01% |
+23,442
| New | +$64.9K |
|
3505
Expensify
EXFY
$166M
| $71K | ﹤0.01% |
27,407
+1
| +0% | +$3 |
|
|
PHK
3506
PIMCO High Income Fund
PHK
$861M
| $71K | ﹤0.01% |
14,786
-100
| -0.7% | -$473 |
|
3507
CervoMed
CRVO
$24.6M
| $70.7K | ﹤0.01% |
11,244
-100
| -0.9% | -$852 |
|
3508
PUT
Ralph Lauren
RL
$22.2B
| $70.6K | ﹤0.01% |
+25,000
| New | +$6.19M |
|
3509
ClearSign Technologies
CLIR
$22M
| $68.9K | ﹤0.01% |
12,881
+200
| +2% | +$1.21K |
|
|
APLT
3510
DELISTED
Applied Therapeutics
APLT
| $68.4K | ﹤0.01% |
220,001
+100,000
| +83% | +$38.7K |
|
|
LAC
3511
Lithium Americas
LAC
$986M
| $68.2K | ﹤0.01% |
25,440
-1,416
| -5% | -$3.92K |
|
3512
BlackBerry
BB
$5.01B
| $67.7K | ﹤0.01% |
14,782
+3,777
| +34% | +$14.2K |
|
3513
CALL
Varonis Systems
VRNS
$5.25B
| $66.8K | ﹤0.01% |
+37,100
| New | +$1.69M |
|
3514
Coty
COTY
$2.33B
| $65.3K | ﹤0.01% |
14,044
+760
| +6% | +$3.76K |
|
3515
Plug Power
PLUG
$2.92B
| $65.3K | ﹤0.01% |
43,810
-16,506
| -27% | -$16.5K |
|
3516
Planet Labs
PL
$7.3B
| $65.2K | ﹤0.01% |
10,693
-107
| -1% | -$437 |
|
|
CJMB
3517
Callan JMB Inc
CJMB
$14.4M
| $64.1K | ﹤0.01% |
12,500
| – | – |
|
|
NGD
3518
DELISTED
New Gold Inc
NGD
| $62.6K | ﹤0.01% |
12,653
-125,854
| -91% | -$517K |
|
|
IHT
3519
InnSuites Hospitality Trust
IHT
$15.7M
| $60.3K | ﹤0.01% |
26,819
| – | – |
|
3520
AtaiBeckley Inc
ATAI
$2.66B
| $59.6K | ﹤0.01% |
27,221
-110
| -0.4% | -$197 |
|
3521
Kodak
KODK
$806M
| $59.2K | ﹤0.01% |
+10,475
| New | +$63K |
|
3522
Cosan
CSAN
$2.96B
| $58.2K | ﹤0.01% |
+11,519
| New | +$62.2K |
|
3523
B2Gold
BTG
$5.16B
| $58K | ﹤0.01% |
16,070
| – | – |
|
3524
Nuveen Credit Strategies Income Fund
JQC
$702M
| $56.1K | ﹤0.01% |
+10,414
| New | +$54.5K |
|
3525
Veru
VERU
$36.1M
| $55.7K | ﹤0.01% |
9,581
+1,145
| +14% | +$6.43K |
|
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.