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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 | |
|---|---|---|---|---|---|---|
3701
PUT
Automatic Data Processing
ADP
$100B
| $1.9K | ﹤0.01% |
500
-100
| -17% | -$30.7K |
|
3702
CALL
FuboTV Inc
FUBO
$245M
| $1.71K | ﹤0.01% |
+250
| New | +$9.36K |
|
3703
PUT
Johnson Controls International
JCI
$87.5B
| $1.68K | ﹤0.01% |
+1,600
| New | +$147K |
|
|
CGC
3704
CALL
Canopy Growth
CGC
$375M
| $1.44K | ﹤0.01% |
3,600
-7,200
| -67% | -$9.58K |
|
3705
CALL
CME Group
CME
$92.2B
| $1.39K | ﹤0.01% |
+500
| New | +$136K |
|
3706
CALL
Genius Sports
GENI
$1.73B
| $1.35K | ﹤0.01% |
+3,000
| New | +$30K |
|
|
IMMP
3707
CALL
Immutep
IMMP
$56.7M
| $1.08K | ﹤0.01% |
+7,200
| New | +$12.5K |
|
3708
PUT
Arista Networks
ANET
$219B
| $1.05K | ﹤0.01% |
+300
| New | +$26K |
|
3709
PUT
Apollo Global Management
APO
$70.7B
| $935 | ﹤0.01% |
+500
| New | +$66.3K |
|
3710
PUT
Lowe's Companies
LOW
$116B
| $925 | ﹤0.01% |
+100
| New | +$22.3K |
|
3711
PUT
Home Depot
HD
$332B
| $920 | ﹤0.01% |
200
| – | – |
|
3712
PUT
Walmart Inc
WMT
$871B
| $900 | ﹤0.01% |
2,500
+500
| +25% | +$47.6K |
|
3713
CALL
Kenvue
KVUE
$37B
| $814 | ﹤0.01% |
100
| – | – |
|
3714
CALL
Rambus
RMBS
$10.4B
| $780 | ﹤0.01% |
200
-100
| -33% | -$5.36K |
|
3715
CALL
Dollar General
DG
$25.9B
| $583 | ﹤0.01% |
+200
| New | +$19.9K |
|
3716
CALL
McDonald's
MCD
$188B
| $566 | ﹤0.01% |
+2,200
| New | +$678K |
|
3717
PUT
Take-Two Interactive
TTWO
$43B
| $540 | ﹤0.01% |
600
| – | – |
|
3718
PUT
Carrier Global
CARR
$57.2B
| $465 | ﹤0.01% |
+300
| New | +$20.4K |
|
3719
CALL
Goodyear
GT
$2.07B
| $456 | ﹤0.01% |
100
| – | – |
|
3720
PUT
Eaton
ETN
$157B
| $442 | ﹤0.01% |
+200
| New | +$61.6K |
|
|
3721
PUT
Visa
V
$677B
| $435 | ﹤0.01% |
100
-1,700
| -94% | -$593K |
|
3722
CALL
Applied Digital
APLD
$7.77B
| $416 | ﹤0.01% |
+300
| New | +$2.21K |
|
3723
CALL
Pinterest
PINS
$12.4B
| $388 | ﹤0.01% |
+200
| New | +$6.07K |
|
3724
CALL
Super Micro Computer
SMCI
$19.5B
| $304 | ﹤0.01% |
+100
| New | +$3.85K |
|
3725
PUT
Devon Energy
DVN
$51.9B
| $296 | ﹤0.01% |
600
-100
| -14% | -$3.18K |
|
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.