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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 | |
|---|---|---|---|---|---|---|
3651
CALL
CRISPR Therapeutics
CRSP
$4.58B
| $6.05K | ﹤0.01% |
15,000
+5,000
| +50% | +$193K |
|
3652
CALL
Lucid Motors
LCID
$2.46B
| $5.93K | ﹤0.01% |
510
| – | – |
|
3653
CALL
Bloom Energy
BE
$52.6B
| $5.89K | ﹤0.01% |
1,000
-10,400
| -91% | -$201K |
|
3654
CALL
Archer Aviation
ACHR
$3.64B
| $5.88K | ﹤0.01% |
+5,000
| New | +$46.8K |
|
3655
ReWalk Robotics
LFWD
$19.8M
| $5.84K | ﹤0.01% |
755
+600
| +387% | +$9.19K |
|
3656
CALL
Merck
MRK
$324B
| $5.46K | ﹤0.01% |
4,000
+3,500
| +700% | +$278K |
|
3657
CALL
Range Resources
RRC
$9.11B
| $5.39K | ﹤0.01% |
+2,000
| New | +$75.4K |
|
3658
Cognition Therapeutics
CGTX
$82.3M
| $5.27K | ﹤0.01% |
17,000
-7,462
| -31% | -$2.52K |
|
|
NNE
3659
CALL
Nano Nuclear Energy
NNE
$813M
| $5.18K | ﹤0.01% |
+700
| New | +$19.3K |
|
3660
BioAtla
BCAB
$5.59M
| $5.15K | ﹤0.01% |
260
| – | – |
|
3661
CALL
Celestica
CLS
$35.1B
| $5.1K | ﹤0.01% |
+200
| New | +$21.3K |
|
3662
CALL
Etsy
ETSY
$7.65B
| $5.05K | ﹤0.01% |
+1,000
| New | +$49.7K |
|
3663
CALL
Joby Aviation
JOBY
$6.82B
| $5.04K | ﹤0.01% |
2,100
+2,000
| +2,000% | +$14.5K |
|
3664
CALL
Micron Technology
MU
$1.04T
| $5.04K | ﹤0.01% |
+1,500
| New | +$140K |
|
3665
CALL
Arista Networks
ANET
$219B
| $4.95K | ﹤0.01% |
1,000
| – | – |
|
3666
CALL
Planet Fitness
PLNT
$4.23B
| $4.92K | ﹤0.01% |
+1,000
| New | +$100K |
|
|
GLXY
3667
CALL
Galaxy Digital Inc
GLXY
$4.34B
| $4.73K | ﹤0.01% |
+1,100
| New | +$22.3K |
|
3668
CALL
D-Wave Quantum
QBTS
$6B
| $4.69K | ﹤0.01% |
+1,800
| New | +$21.2K |
|
3669
PUT
Eli Lilly
LLY
$1.07T
| $4.67K | ﹤0.01% |
100
-800
| -89% | -$622K |
|
3670
PUT
Affirm
AFRM
$23.5B
| $4.62K | ﹤0.01% |
+1,100
| New | +$57K |
|
3671
CALL
STMicroelectronics
STM
$46B
| $4.61K | ﹤0.01% |
+3,800
| New | +$94.3K |
|
3672
CALL
TeraWulf
WULF
$9.15B
| $4.47K | ﹤0.01% |
+4,600
| New | +$15.7K |
|
3673
CALL
Archer Daniels Midland
ADM
$41.4B
| $4.32K | ﹤0.01% |
+2,400
| New | +$117K |
|
3674
PUT
Applied Materials
AMAT
$426B
| $4.2K | ﹤0.01% |
+1,900
| New | +$301K |
|
|
TLN
3675
CALL
Talen Energy Corp
TLN
$17.2B
| $3.89K | ﹤0.01% |
+100
| New | +$23.7K |
|
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.