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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
MA icon
3876
CALL
Mastercard
MA
$477B
– –
-500
Closed -$1.96K
MBC icon
3877
MasterBrand
MBC
$1.09B
– –
-13,948
Closed -$182K
MBND icon
3878
State Street Nuveen Municipal Bond ETF
MBND
$26.8M
– –
-13,179
Closed -$360K
META icon
3879
PUT
Meta Platforms (Facebook)
META
$1.51T
– –
-100
Closed -$4.64K
MHH icon
3880
Mastech Digital
MHH
$93.1M
– –
-43,426
Closed -$443K
MJ icon
3881
CALL
Amplify Alternative Harvest ETF
MJ
$101M
– –
-28,000
Closed -$1.23K
MJ icon
3882
Amplify Alternative Harvest ETF
MJ
$101M
– –
-2,031
Closed -$39.6K
MMCA icon
3883
IQ MacKay California Municipal Intermediate ETF
MMCA
$89.8M
– –
-35,610
Closed -$761K
MMT
3884
Aberdeen Multi-Market Income Fund
MMT
$237M
– –
-41,935
Closed -$195K
CALY
3885
CALL
Callaway Golf Company
CALY
$3.26B
– –
-1,181,000
Closed -$77.8K
MRNA icon
3886
CALL
Moderna
MRNA
$21.5B
– –
-100
Closed -$4
MTUM icon
3887
PUT
iShares MSCI USA Momentum Factor ETF
MTUM
$25.5B
– –
-5,100
Closed -$20.9K
MTX icon
3888
Minerals Technologies
MTX
$2.31B
– –
-3,348
Closed -$213K
MTZ icon
3889
CALL
MasTec
MTZ
$26.7B
– –
-6,000
Closed -$64
MYGN icon
3890
Myriad Genetics
MYGN
$530M
– –
-15,335
Closed -$136K
NEE icon
3891
PUT
NextEra Energy
NEE
$187B
– –
-100
Closed -$23
NEOG icon
3892
Neogen
NEOG
$2.05B
– –
-12,550
Closed -$109K
NEXT icon
3893
CALL
NextDecade
NEXT
$1.85B
– –
-8,000
Closed -$400
NFRA icon
3894
FlexShares STOXX Global Broad Infrastructure Index Fund
NFRA
$3.02B
– –
-10,029
Closed -$578K
NOW icon
3895
PUT
ServiceNow
NOW
$102B
– –
-4,000
Closed -$10K
NPCT icon
3896
Nuveen Core Plus Impact Fund
NPCT
$279M
– –
-21,200
Closed -$227K
NUW icon
3897
Nuveen AMT-Free Municipal Value Fund
NUW
$251M
– –
-22,161
Closed -$304K
NVDL icon
3898
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
$3.7B
– –
-41,223
Closed -$514K
NVDY icon
3899
CALL
YieldMax NVDA Option Income Strategy ETF
NVDY
$1.38B
– –
-11,000
Closed -$3.63K
ODFL icon
3900
CALL
Old Dominion Freight Line
ODFL
$48.5B
– –
-200
Closed -$2.26K
154 155
156
157 158

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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.