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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 | |
|---|---|---|---|---|---|---|
|
LONA
3676
LeonaBio Inc
LONA
$71.6M
| $3.83K | ﹤0.01% |
1,270
| – | – |
|
3677
PUT
Roblox
RBLX
$31.3B
| $3.81K | ﹤0.01% |
+500
| New | +$39.3K |
|
3678
CALL
iShares Russell 2000 ETF
IWM
$79.2B
| $3.81K | ﹤0.01% |
1,500
+300
| +25% | +$60.4K |
|
3679
CALL
Vanda Pharmaceuticals
VNDA
$317M
| $3.78K | ﹤0.01% |
6,200
-15,400
| -71% | -$67.3K |
|
3680
CALL
Rocket Companies
RKT
$38.6B
| $3.67K | ﹤0.01% |
4,200
+200
| +5% | +$2.6K |
|
3681
PUT
T-Mobile US
TMUS
$190B
| $3.42K | ﹤0.01% |
+2,000
| New | +$488K |
|
3682
CALL
ReWalk Robotics
LFWD
$21M
| $3.42K | ﹤0.01% |
1,800
+900
| +100% | +$13.8K |
|
3683
CALL
EQT Corp
EQT
$33.9B
| $3.25K | ﹤0.01% |
+1,000
| New | +$54K |
|
3684
PUT
Cigna
CI
$73.2B
| $3.2K | ﹤0.01% |
1,000
| – | – |
|
3685
Genprex
GNPX
$2.86M
| $3.19K | ﹤0.01% |
13
-59
| -82% | -$18K |
|
3686
CALL
Wrap Technologies
WRAP
$104M
| $3.17K | ﹤0.01% |
14,400
+3,600
| +33% | +$5.42K |
|
3687
CALL
VanEck Gold Miners ETF
GDX
$30.3B
| $2.97K | ﹤0.01% |
900
+500
| +125% | +$24.8K |
|
3688
CALL
Palo Alto Networks
PANW
$273B
| $2.95K | ﹤0.01% |
200
| – | – |
|
3689
CALL
SoFi Technologies
SOFI
$22.6B
| $2.91K | ﹤0.01% |
1,200
+1,100
| +1,100% | +$14.5K |
|
3690
PUT
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
$4.24B
| $2.9K | ﹤0.01% |
5,000
-40,000
| -89% | -$1.98M |
|
|
3691
PUT
SPDR Gold Trust
GLD
$149B
| $2.88K | ﹤0.01% |
10,200
+5,200
| +104% | +$1.57M |
|
3692
PUT
Intuitive Surgical
ISRG
$124B
| $2.83K | ﹤0.01% |
+600
| New | +$314K |
|
3693
PUT
CAVA Group
CAVA
$6.69B
| $2.56K | ﹤0.01% |
9,000
-75,000
| -89% | -$6.4M |
|
3694
PUT
Starbucks
SBUX
$114B
| $2.46K | ﹤0.01% |
600
-3,500
| -85% | -$303K |
|
3695
PUT
S&P Global
SPGI
$124B
| $2.3K | ﹤0.01% |
500
| – | – |
|
3696
CALL
Navitas Semiconductor
NVTS
$3.04B
| $2.19K | ﹤0.01% |
+3,000
| New | +$11.6K |
|
3697
CALL
American Airlines Group
AAL
$8.56B
| $2.13K | ﹤0.01% |
+2,500
| New | +$26.8K |
|
3698
CALL
DraftKings
DKNG
$11.6B
| $2.1K | ﹤0.01% |
+700
| New | +$25.1K |
|
|
QXO
3699
CALL
QXO Inc
QXO
$13.3B
| $2.07K | ﹤0.01% |
+1,000
| New | +$16.4K |
|
3700
PUT
Sherwin-Williams
SHW
$78.2B
| $1.95K | ﹤0.01% |
300
| – | – |
|
Similar funds
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.