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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 | |
|---|---|---|---|---|---|---|
3526
PUT
Oracle
ORCL
$331B
| $54.6K | ﹤0.01% |
10,500
-1,600
| -13% | -$258K |
|
3527
Information Services Group
III
$185M
| $54.2K | ﹤0.01% |
11,289
+77
| +0.7% | +$332 |
|
3528
Prime Medicine
PRME
$533M
| $52.7K | ﹤0.01% |
21,354
-292
| -1% | -$450 |
|
3529
RenovoRx
RNXT
$39M
| $52.6K | ﹤0.01% |
40,000
| – | – |
|
3530
Lineage Cell Therapeutics
LCTX
$257M
| $52.4K | ﹤0.01% |
57,706
| – | – |
|
3531
PLAYSTUDIOS Inc
MYPS
$79.3M
| $52.3K | ﹤0.01% |
39,925
-400
| -1% | -$549 |
|
3532
Riskified
RSKD
$672M
| $52.2K | ﹤0.01% |
+10,460
| New | +$50K |
|
|
DEVS
3533
DELISTED
DevvStream Corp
DEVS
| $51.9K | ﹤0.01% |
+14,613
| New | +$53K |
|
3534
Opko Health
OPK
$921M
| $51.4K | ﹤0.01% |
38,906
| – | – |
|
|
UNIT
3535
Uniti Group
UNIT
$2.63B
| $50.1K | ﹤0.01% |
11,596
+709
| +7% | +$3.18K |
|
3536
AbCellera Biologics
ABCL
$1.62B
| $48.4K | ﹤0.01% |
14,121
-7,365
| -34% | -$18.3K |
|
|
SLI
3537
Standard Lithium
SLI
$517M
| $47K | ﹤0.01% |
23,957
| – | – |
|
3538
Televisa
TV
$1.45B
| $46.8K | ﹤0.01% |
21,378
-8,225
| -28% | -$16.1K |
|
3539
Editas Medicine
EDIT
$399M
| $45.6K | ﹤0.01% |
20,727
+9,721
| +88% | +$15.9K |
|
3540
PUT
Sprouts Farmers Market
SFM
$7.04B
| $45.5K | ﹤0.01% |
10,600
| – | – |
|
3541
PUT
Global Payments
GPN
$22.1B
| $45.2K | ﹤0.01% |
+95,000
| New | +$7.52M |
|
3542
Biodesix
BDSX
$228M
| $44.9K | ﹤0.01% |
7,963
+166
| +2% | +$1.34K |
|
3543
Teucrium Wheat Fund
WEAT
$314M
| $44.8K | ﹤0.01% |
+2,020
| New | +$46.4K |
|
3544
BioXcel Therapeutics
BTAI
$26.2M
| $44.5K | ﹤0.01% |
+24,600
| New | +$40.7K |
|
3545
Heron Therapeutics
HRTX
$86.3M
| $43K | ﹤0.01% |
20,796
| – | – |
|
3546
PUT
Alphabet (Google) Class A
GOOGL
$3.91T
| $42.6K | ﹤0.01% |
10,000
-1,300
| -12% | -$213K |
|
3547
AtlasClear
ATCH
$26.5M
| $42.3K | ﹤0.01% |
220,500
+191,000
| +647% | +$62.2K |
|
3548
Holley
HLLY
$314M
| $41.9K | ﹤0.01% |
20,929
-3,771
| -15% | -$8K |
|
3549
Fate Therapeutics
FATE
$281M
| $41.7K | ﹤0.01% |
37,200
+27,000
| +265% | +$31.4K |
|
3550
VistaGen Therapeutics
VTGN
$9.29M
| $41.7K | ﹤0.01% |
20,828
| – | – |
|
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.