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HighTower Advisors Portfolio holdings
AUM
$104B
1-Year Est. Return
28.3%
This Fund
S&P 500
This Quarter
Est. Return
+8.61%
1 Year Est. Return
+28.3%
3 Year Est. Return
+80.07%
5 Year Est. Return
+96.66%
10 Year Est. Return
+332%
AUM
$79.8B
AUM Growth
+$6.14B
(+8.3%)
Cap. Flow
+$1.23B
Cap. Flow
% of AUM
1.54%
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 | Miscellaneous | 46.02% |
| 2 | Technology | 13.55% |
| 3 | Financials | 10.31% |
| 4 | Consumer Discretionary | 5.93% |
| 5 | Industrials | 5.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
3626
CALL
State Street SPDR S&P 500 ETF Trust
SPY
$806B
| $11.8K | ﹤0.01% |
1,000
-900
| -47% | -$514K |
|
3627
Ironwood Pharmaceuticals
IRWD
$673M
| $10.8K | ﹤0.01% |
+15,000
| New | +$11.8K |
|
3628
GrowGeneration
GRWG
$95.5M
| $10.4K | ﹤0.01% |
11,125
-390
| -3% | -$416 |
|
3629
CALL
Altimmune
ALT
$644M
| $10.3K | ﹤0.01% |
10,800
-8,100
| -43% | -$43.8K |
|
3630
CALL
Viking Therapeutics
VKTX
$3.89B
| $10.2K | ﹤0.01% |
2,000
+1,000
| +100% | +$26.3K |
|
|
CGC
3631
Canopy Growth
CGC
$432M
| $10.1K | ﹤0.01% |
8,305
+563
| +7% | +$749 |
|
3632
Milestone Scientific
MLSS
$40.2M
| $9.97K | ﹤0.01% |
15,666
| – | – |
|
|
MSTU
3633
CALL
T-Rex 2X Long MSTR Daily Target ETF
MSTU
$578M
| $9.83K | ﹤0.01% |
25
| – | – |
|
3634
CALL
Ulta Beauty
ULTA
$23.2B
| $9.65K | ﹤0.01% |
+800
| New | +$331K |
|
3635
ChargePoint
CHPT
$238M
| $9.64K | ﹤0.01% |
+685
| New | +$9.18K |
|
|
3636
Altimmune
ALT
$644M
| $9.49K | ﹤0.01% |
2,453
-2,797
| -53% | -$15.1K |
|
3637
CALL
iShares MSCI Brazil ETF
EWZ
$8.67B
| $9.05K | ﹤0.01% |
1,200
+100
| +9% | +$2.7K |
|
3638
IRIDEX
IRIX
$12M
| $8.82K | ﹤0.01% |
10,000
| – | – |
|
3639
CALL
Eli Lilly
LLY
$1.01T
| $8.71K | ﹤0.01% |
+200
| New | +$155K |
|
|
MRSH
3640
PUT
Marsh
MRSH
$84.4B
| $8.5K | ﹤0.01% |
1,000
| – | – |
|
3641
PUT
Northrop Grumman
NOC
$73.7B
| $8.5K | ﹤0.01% |
+500
| New | +$246K |
|
|
VXRT
3642
DELISTED
Vaxart
VXRT
| $7.71K | ﹤0.01% |
17,051
-12,000
| -41% | -$5.22K |
|
|
PARA
3643
CALL
DELISTED
Paramount Global Class B
PARA
| $7.42K | ﹤0.01% |
7,200
-10,900
| -60% | -$128K |
|
3644
CALL
Palantir
PLTR
$410B
| $6.88K | ﹤0.01% |
800
-2,000
| -71% | -$235K |
|
3645
CALL
AdvisorShares Pure US Cannabis ETF
MSOS
$1.01B
| $6.84K | ﹤0.01% |
12,000
+3,000
| +33% | +$7.38K |
|
3646
CALL
Microsoft
MSFT
$3.65T
| $6.72K | ﹤0.01% |
100
| – | – |
|
3647
PUT
Mercado Libre
MELI
$95B
| $6.71K | ﹤0.01% |
+300
| New | +$701K |
|
3648
CALL
McKesson
MCK
$104B
| $6.23K | ﹤0.01% |
+300
| New | +$212K |
|
|
ASNS
3649
DELISTED
ACTELIS NETWORKS INC
ASNS
| $6.15K | ﹤0.01% |
+1,000
| New | +$6.88K |
|
3650
PUT
TJX Companies
TJX
$139B
| $6.12K | ﹤0.01% |
2,000
+1,300
| +186% | +$165K |
|
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AI
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 Miscellaneous at 46% of assets, up from 45% a quarter earlier, followed by Technology and Financials.
- 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.