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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 | |
|---|---|---|---|---|---|---|
|
GFLW
351
VictoryShares Free Cash Flow Growth ETF
GFLW
$872M
| $43.7M | 0.05% |
+1,663,816
| New | +$39.6M |
|
352
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.25B
| $43.6M | 0.05% |
1,981,759
+56,528
| +3% | +$1.22M |
|
353
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
| $43.5M | 0.05% |
547,107
+41,060
| +8% | +$3.23M |
|
354
Starwood Property Trust
STWD
$6.12B
| $43.5M | 0.05% |
2,165,040
+171,388
| +9% | +$3.33M |
|
355
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF
GPIQ
$4.86B
| $43.4M | 0.05% |
871,805
+640,217
| +276% | +$29.4M |
|
356
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.26B
| $43.2M | 0.05% |
902,048
+74,455
| +9% | +$3.5M |
|
357
Ulta Beauty
ULTA
$20.4B
| $43.1M | 0.05% |
92,124
-21,949
| -19% | -$9.08M |
|
358
KLA
KLAC
$275B
| $43.1M | 0.05% |
481,020
+114,220
| +31% | +$8.59M |
|
359
Vanguard S&P 500 Value ETF
VOOV
$6.58B
| $43.1M | 0.05% |
228,257
-2,900
| -1% | -$522K |
|
360
Phillips 66
PSX
$82.9B
| $42.8M | 0.05% |
359,065
-9,698
| -3% | -$1.09M |
|
361
iShares ESG Aware MSCI USA ETF
ESGU
$17.6B
| $42.7M | 0.05% |
315,843
-1,599
| -0.5% | -$200K |
|
362
iShares 10-20 Year Treasury Bond ETF
TLH
$11B
| $42.6M | 0.05% |
419,045
+295,211
| +238% | +$29.6M |
|
363
Progressive
PGR
$124B
| $42.4M | 0.05% |
158,750
-7,515
| -5% | -$2.06M |
|
364
Houlihan Lokey
HLI
$9.68B
| $42.3M | 0.05% |
235,186
-4,638
| -2% | -$779K |
|
365
Cigna
CI
$76.6B
| $41.8M | 0.05% |
126,341
+7,368
| +6% | +$2.38M |
|
366
iShares Select Dividend ETF
DVY
$24B
| $41.6M | 0.05% |
313,543
+14,551
| +5% | +$1.88M |
|
367
Dimensional California Municipal Bond ETF
DFCA
$698M
| $41.6M | 0.05% |
844,422
+47,778
| +6% | +$2.35M |
|
368
JPMorgan Municipal ETF
JMUB
$8.19B
| $41.6M | 0.05% |
838,215
-24,265
| -3% | -$1.2M |
|
369
Schwab Fundamental US Large Company Index ETF
FNDX
$26.4B
| $41.5M | 0.05% |
1,690,904
+104,047
| +7% | +$2.42M |
|
370
Illinois Tool Works
ITW
$81.4B
| $41.2M | 0.05% |
166,651
-7,431
| -4% | -$1.8M |
|
371
iShares Core MSCI International Developed Markets ETF
IDEV
$31B
| $41.1M | 0.05% |
541,114
+121,719
| +29% | +$8.8M |
|
372
Graco
GGG
$12.9B
| $41.1M | 0.05% |
477,999
-7,868
| -2% | -$652K |
|
373
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$16.9B
| $41.1M | 0.05% |
963,793
+62,147
| +7% | +$2.51M |
|
374
Verisk Analytics
VRSK
$26.4B
| $41M | 0.05% |
131,781
-4,487
| -3% | -$1.36M |
|
375
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.8B
| $40.6M | 0.05% |
92,235
+17,857
| +24% | +$7.41M |
|
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.