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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 | |
|---|---|---|---|---|---|---|
|
OGI
3601
Organigram Holdings
OGI
$132M
| $20.1K | ﹤0.01% |
+14,900
| New | +$18.1K |
|
3602
Lightwave Logic
LWLG
$932M
| $18.6K | ﹤0.01% |
15,000
| – | – |
|
|
NOTV
3603
DELISTED
Inotiv
NOTV
| $18.3K | ﹤0.01% |
+10,040
| New | +$21.8K |
|
|
MAPS
3604
DELISTED
WM TECHNOLOGY INC A
MAPS
| $17.6K | ﹤0.01% |
19,651
+60
| +0.3% | +$65 |
|
3605
CALL
ConocoPhillips
COP
$147B
| $17K | ﹤0.01% |
+1,200
| New | +$108K |
|
3606
Leslie's
LESL
$11.6M
| $16.9K | ﹤0.01% |
2,011
+1
| +0% | +$13 |
|
|
3607
CALL
UnitedHealth
UNH
$382B
| $15.2K | ﹤0.01% |
+800
| New | +$306K |
|
3608
PUT
iShares Russell 2000 ETF
IWM
$80.9B
| $14.9K | ﹤0.01% |
10,800
+5,600
| +108% | +$1.13M |
|
3609
Wheels Up
UP
$220M
| $14.8K | ﹤0.01% |
691
+14
| +2% | +$344 |
|
3610
Lexicon Pharmaceuticals
LXRX
$1.02B
| $14.1K | ﹤0.01% |
+14,910
| New | +$9.66K |
|
3611
Allogene Therapeutics
ALLO
$601M
| $13.7K | ﹤0.01% |
12,150
| – | – |
|
3612
Sundial Growers
SNDL
$325M
| $13.2K | ﹤0.01% |
10,924
+550
| +5% | +$733 |
|
3613
CALL
Champion Homes
SKY
$4.48B
| $13.2K | ﹤0.01% |
+5,000
| New | +$389K |
|
3614
PUT
Cloudflare
NET
$93B
| $13.2K | ﹤0.01% |
+1,700
| New | +$247K |
|
|
IMMP
3615
Immutep
IMMP
$56.7M
| $13.1K | ﹤0.01% |
+8,000
| New | +$13.9K |
|
3616
CALL
PureCycle Technologies
PCT
$1.17B
| $13K | ﹤0.01% |
5,000
| – | – |
|
|
CRON
3617
CALL
Cronos Group
CRON
$1.05B
| $12.8K | ﹤0.01% |
72,000
+34,200
| +90% | +$64.8K |
|
3618
Wolfspeed
WOLF
$1.2B
| $12.7K | ﹤0.01% |
31,929
+356
| +1% | +$812 |
|
|
3619
CALL
Clorox
CLX
$11.6B
| $12.6K | ﹤0.01% |
+4,000
| New | +$534K |
|
3620
Pacific Biosciences
PACB
$422M
| $12.6K | ﹤0.01% |
10,148
-963
| -9% | -$1.11K |
|
|
ASRT
3621
DELISTED
Assertio
ASRT
| $12.3K | ﹤0.01% |
1,283
-1
| -0.1% | -$10 |
|
3622
CALL
CrowdStrike
CRWD
$187B
| $12.2K | ﹤0.01% |
400
| – | – |
|
3623
CALL
Nike
NKE
$61.9B
| $12.2K | ﹤0.01% |
2,000
-69,100
| -97% | -$4.15M |
|
3624
PUT
American Express
AXP
$223B
| $12K | ﹤0.01% |
4,300
-300
| -7% | -$84.4K |
|
|
GRMN
3625
PUT
Garmin
GRMN
$46.9B
| $11.9K | ﹤0.01% |
+3,000
| New | +$595K |
|
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.