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HighTower Advisors

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
Cap. Flow
+$1.23B
Cap. Flow %
1.54%
Top 10 Hldgs %
18.5%
Holding
4,055
New
333
Increased
1,586
Reduced
1,641
Closed
303

Top Buys

Rank Stock Value
1
PLPC icon
Preformed Line Products
PLPC
+$101M
2
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$95.9M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$89.4M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$75.1M
5
META icon
Meta Platforms (Facebook)
META
+$64.4M

Top Sells

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$59.6M
2
CLX icon
Clorox
CLX
+$49.7M
3
V icon
Visa
V
+$43.7M
4
QLTY icon
GMO US Quality ETF
QLTY
+$40.4M
5
GLD icon
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
ASND icon
3751
Ascendis Pharma A/S
ASND
$17.3B
– –
-18,032
Closed -$2.81M
AUR icon
3752
CALL
Aurora
AUR
$12.9B
– –
-100
Closed -$108
AVIR icon
3753
Atea Pharmaceuticals
AVIR
$430M
– –
-75,088
Closed -$225K
AXTA icon
3754
Axalta
AXTA
$7.49B
– –
-8,316
Closed -$276K
AXSM icon
3755
CALL
Axsome Therapeutics
AXSM
$11B
– –
-200
Closed -$1.25K
BA icon
3756
CALL
Boeing
BA
$166B
– –
-700
Closed -$11.5K
BA icon
3757
PUT
Boeing
BA
$166B
– –
-1,000
Closed -$2.25K
BABA icon
3758
CALL
Alibaba
BABA
$272B
– –
-20,000
Closed -$1.07M
BAC icon
3759
CALL
Bank of America
BAC
$439B
– –
-15,000
Closed -$4.96K
BCC icon
3760
Boise Cascade
BCC
$2.64B
– –
-2,066
Closed -$203K
BIDU icon
3761
CALL
Baidu
BIDU
$31.4B
– –
-20,700
Closed -$285K
BIDU icon
3762
PUT
Baidu
BIDU
$31.4B
– –
-68,100
Closed -$466K
SRTA
3763
Strata Critical Medical Inc
SRTA
$464M
– –
-22,904
Closed -$62.5K
BMA icon
3764
Banco Macro
BMA
$4.89B
– –
-5,584
Closed -$422K
BOTZ icon
3765
CALL
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.36B
– –
-100
Closed -$195
BSX icon
3766
CALL
Boston Scientific
BSX
$66B
– –
-100
Closed -$360
BTE icon
3767
Baytex Energy
BTE
$3.5B
– –
-35,286
Closed -$78.7K
BX icon
3768
CALL
Blackstone
BX
$96.9B
– –
-400
Closed -$366
C icon
3769
CALL
Citigroup
C
$231B
– –
-500
Closed -$3.98K
CCIF
3770
Carlyle Credit Income Fund
CCIF
$57M
– –
-29,598
Closed -$200K
CCLD icon
3771
CareCloud
CCLD
$90.5M
– –
-20,084
Closed -$27.9K
CLBT icon
3772
Cellebrite
CLBT
$2.85B
– –
-14,485
Closed -$281K
CNOB icon
3773
Center Bancorp
CNOB
$1.59B
– –
-11,570
Closed -$281K
COIN icon
3774
CALL
Coinbase
COIN
$46.7B
– –
-300
Closed -$861
COLM icon
3775
Columbia Sportswear
COLM
$2.88B
– –
-2,733
Closed -$207K
149 150
151
152 153

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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.