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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 | |
|---|---|---|---|---|---|---|
3576
CALL
Amplify Junior Silver Miners ETF
SILJ
$3.27B
| $28.1K | ﹤0.01% |
36,900
-72,800
| -66% | -$947K |
|
3577
Humacyte
HUMA
$168M
| $27.7K | ﹤0.01% |
13,253
+2,500
| +23% | +$4.8K |
|
3578
iQIYI
IQ
$1.18B
| $27.7K | ﹤0.01% |
15,639
| – | – |
|
3579
Calidi Biotherapeutics
CLDI
$1.93M
| $27.5K | ﹤0.01% |
9,956
| – | – |
|
3580
BRC Inc
BRCC
$126M
| $27.4K | ﹤0.01% |
20,930
-6,657
| -24% | -$12.3K |
|
|
TBHC
3581
DELISTED
The Brand House Collective
TBHC
| $27.1K | ﹤0.01% |
+25,080
| New | +$29.7K |
|
3582
Kosmos Energy
KOS
$1.56B
| $26.8K | ﹤0.01% |
15,569
-1,808
| -10% | -$3.27K |
|
3583
Clean Energy Fuels
CLNE
$447M
| $26.6K | ﹤0.01% |
13,662
+3,072
| +29% | +$5.22K |
|
3584
Fuel Tech
FTEK
$48M
| $26.2K | ﹤0.01% |
10,400
-100
| -1% | -$143 |
|
3585
Polestar Automotive Holding UK
PSNY
$1.98B
| $26.1K | ﹤0.01% |
815
+5
| +0.6% | +$159 |
|
3586
CALL
Monster Beverage
MNST
$91.4B
| $26.1K | ﹤0.01% |
+95,000
| New | +$5.81M |
|
|
AKYA
3587
DELISTED
Akoya BioSciences
AKYA
| $26K | ﹤0.01% |
20,000
| – | – |
|
3588
FingerMotion
FNGR
$16.2M
| $26K | ﹤0.01% |
12,805
| – | – |
|
3589
Senseonics Holdings Inc
SENS
$254M
| $25.9K | ﹤0.01% |
2,718
+43
| +2% | +$502 |
|
3590
Innoviz Technologies
INVZ
$135M
| $24.6K | ﹤0.01% |
14,973
| – | – |
|
3591
Aprea Therapeutics
APRE
$7.83M
| $23.4K | ﹤0.01% |
13,864
| – | – |
|
3592
Cibus
CBUS
$130M
| $23.3K | ﹤0.01% |
16,856
+600
| +4% | +$1.22K |
|
3593
Capricor Therapeutics
CAPR
$1.14B
| $22.9K | ﹤0.01% |
2,302
+500
| +28% | +$5.28K |
|
3594
PUT
Archer Aviation
ACHR
$3.64B
| $22.1K | ﹤0.01% |
9,000
+7,000
| +350% | +$65.5K |
|
3595
CALL
ExxonMobil
XOM
$651B
| $22K | ﹤0.01% |
+1,100
| New | +$118K |
|
3596
CALL
Global X Dow 30 Covered Call ETF
DJIA
$182M
| $21.7K | ﹤0.01% |
100,100
-9,600
| -9% | -$205K |
|
3597
Caribou Biosciences
CRBU
$156M
| $21.6K | ﹤0.01% |
17,134
+3,917
| +30% | +$3.85K |
|
3598
CALL
BigBear.ai
BBAI
$1.32B
| $21.5K | ﹤0.01% |
9,300
+9,100
| +4,550% | +$32.9K |
|
3599
Microvision
MVIS
$88.2M
| $20.8K | ﹤0.01% |
18,226
+800
| +5% | +$924 |
|
3600
Nuvation Bio
NUVB
$2.24B
| $20.4K | ﹤0.01% |
+10,450
| New | +$21.8K |
|
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.