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HighTower Advisors

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
Cap. Flow
+$1.59B
Cap. Flow %
1.99%
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 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
CORZ icon
3776
CALL
Core Scientific
CORZ
$7.23B
– –
-3,300
Closed -$462
COST icon
3777
CALL
Costco
COST
$415B
– –
-40,000
Closed -$622K
CPRX
3778
DELISTED
Catalyst Pharmaceutical
CPRX
– –
-81,340
Closed -$1.97M
CPRI icon
3779
Capri Holdings
CPRI
$1.77B
– –
-18,570
Closed -$366K
CRF
3780
Cornerstone Total Return Fund
CRF
$1.14B
– –
-23,390
Closed -$165K
CTRA
3781
CALL
DELISTED
Coterra Energy
CTRA
– –
-3,000
Closed -$3.3K
CUE icon
3782
Cue Biopharma
CUE
$135M
– –
-4,276
Closed -$117K
CVMC icon
3783
Calvert US Mid-Cap Core Responsible Index ETF
CVMC
$106M
– –
-8,459
Closed -$480K
CVNA icon
3784
PUT
Carvana
CVNA
$43.3B
– –
-200,000
Closed -$10K
CVS icon
3785
CALL
CVS Health
CVS
$137B
– –
-1,600
Closed -$5.75K
CWAN
3786
DELISTED
Clearwater Analytics
CWAN
– –
-89,014
Closed -$2.39M
CWH icon
3787
Camping World
CWH
$363M
– –
-16,782
Closed -$271K
CWS icon
3788
AdvisorShares Focused Equity ETF
CWS
$131M
– –
-4,579
Closed -$300K
CZR icon
3789
CALL
Caesars Entertainment
CZR
$6.1B
– –
-100
Closed -$109
DAKT icon
3790
Daktronics
DAKT
$941M
– –
-11,324
Closed -$138K
DAVA icon
3791
Endava
DAVA
$141M
– –
-10,416
Closed -$203K
DBMF icon
3792
iMGP DBi Managed Futures Strategy ETF
DBMF
$3.95B
– –
-146,742
Closed -$3.71M
DEI icon
3793
Douglas Emmett
DEI
$2.06B
– –
-13,430
Closed -$215K
DELL icon
3794
CALL
Dell
DELL
$283B
– –
-4,000
Closed -$6.1K
DESP
3795
DELISTED
Despegar.com
DESP
– –
-10,899
Closed -$205K
DFS
3796
DELISTED
Discover Financial Services
DFS
– –
-52,378
Closed -$8.94M
DIA icon
3797
CALL
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.8B
– –
-5,000
Closed -$50.5K
DOG
3798
ProShares Short Dow30
DOG
$96.8M
– –
-167,719
Closed -$4.53M
DOUG icon
3799
Douglas Elliman
DOUG
$155M
– –
-2,736
Closed -$4.71K
DOUG icon
3800
PUT
Douglas Elliman
DOUG
$155M
– –
-45,000
Closed -$20.3K
150 151
152
153 154

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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 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.