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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 | |
|---|---|---|---|---|---|---|
3551
Prospect Capital
PSEC
$1.06B
| $41.3K | ﹤0.01% |
12,980
+442
| +4% | +$1.54K |
|
3552
Solid Power
SLDP
$468M
| $41.2K | ﹤0.01% |
+18,829
| New | +$26.5K |
|
3553
Acco Brands
ACCO
$369M
| $39.8K | ﹤0.01% |
11,127
-84,062
| -88% | -$311K |
|
3554
SmartRent
SMRT
$183M
| $39.4K | ﹤0.01% |
39,840
| – | – |
|
3555
CALL
Zebra Technologies
ZBRA
$12.4B
| $39.1K | ﹤0.01% |
+800
| New | +$217K |
|
|
LAR
3556
Lithium Argentina AG
LAR
$958M
| $38.9K | ﹤0.01% |
18,707
-200
| -1% | -$398 |
|
3557
OmniAb
OABI
$294M
| $37.2K | ﹤0.01% |
21,382
-500
| -2% | -$837 |
|
|
NB
3558
NioCorp Developments
NB
$603M
| $37.1K | ﹤0.01% |
15,925
+1,755
| +12% | +$4.38K |
|
|
BHR
3559
Braemar Hotels & Resorts
BHR
$153M
| $36.8K | ﹤0.01% |
15,006
+5,000
| +50% | +$11K |
|
3560
Tilray
TLRY
$479M
| $36.6K | ﹤0.01% |
8,827
-409
| -4% | -$1.86K |
|
|
SVC
3561
Service Properties Trust
SVC
$1.1B
| $36.5K | ﹤0.01% |
3,055
-21,190
| -87% | -$229K |
|
|
MIN
3562
Aberdeen Intermediate Income Fund
MIN
$273M
| $36K | ﹤0.01% |
13,300
| – | – |
|
3563
Relay Therapeutics
RLAY
$4.02B
| $35.7K | ﹤0.01% |
10,320
-236,856
| -96% | -$705K |
|
|
HKD
3564
AMTD Digital
HKD
$506M
| $35.5K | ﹤0.01% |
+20,260
| New | +$40.5K |
|
3565
Opendoor
OPEN
$3.7B
| $35.1K | ﹤0.01% |
68,135
-45,556
| -40% | -$32.9K |
|
|
BRNS
3566
Barinthus Biotherapeutics
BRNS
$24.6M
| $34.8K | ﹤0.01% |
37,450
| – | – |
|
3567
CALL
Global X Russell 2000 Covered Call ETF
RYLD
$1.36B
| $32.8K | ﹤0.01% |
220,000
-493,400
| -69% | -$7.18M |
|
3568
CALL
Vodafone
VOD
$34.9B
| $32.4K | ﹤0.01% |
+92,500
| New | +$896K |
|
3569
TELA Bio
TELA
$30.9M
| $31.7K | ﹤0.01% |
16,352
+6,000
| +58% | +$7.85K |
|
|
CMPS
3570
Compass Pathways
CMPS
$1.52B
| $31.5K | ﹤0.01% |
11,242
+485
| +5% | +$1.83K |
|
3571
CALL
Cirrus Logic
CRUS
$6.74B
| $30.9K | ﹤0.01% |
+3,000
| New | +$294K |
|
|
CRON
3572
Cronos Group
CRON
$1.05B
| $30.3K | ﹤0.01% |
15,851
-46
| -0.3% | -$87 |
|
3573
CALL
Shopify
SHOP
$148B
| $30K | ﹤0.01% |
600
-2,100
| -78% | -$210K |
|
3574
Lisata Therapeutics
LSTA
$15.2M
| $29.1K | ﹤0.01% |
10,042
| – | – |
|
3575
Vanda Pharmaceuticals
VNDA
$312M
| $28.2K | ﹤0.01% |
5,981
-505
| -8% | -$2.21K |
|
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.