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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
UVXY icon
3976
CALL
ProShares Ultra VIX Short-Term Futures ETF
UVXY
$312M
– –
-3,200
Closed -$23.2K
UVXY icon
3977
ProShares Ultra VIX Short-Term Futures ETF
UVXY
$312M
– –
-581
Closed -$68K
UVXY icon
3978
PUT
ProShares Ultra VIX Short-Term Futures ETF
UVXY
$312M
– –
-8,000
Closed -$48
VFMO icon
3979
Vanguard US Momentum Factor ETF
VFMO
$1.95B
– –
-1,552
Closed -$235K
VGK icon
3980
CALL
Vanguard FTSE Europe ETF
VGK
$30.7B
– –
-100
Closed -$215
VIAV icon
3981
CALL
Viavi Solutions
VIAV
$9.68B
– –
-20,000
Closed -$20K
VIAV icon
3982
Viavi Solutions
VIAV
$9.68B
– –
-12,489
Closed -$140K
VIPS icon
3983
Vipshop
VIPS
$5.99B
– –
-32,362
Closed -$507K
VIST icon
3984
CALL
Vista Energy
VIST
$8.34B
– –
-200
Closed -$1.67K
VIST icon
3985
PUT
Vista Energy
VIST
$8.34B
– –
-400
Closed -$380
VST icon
3986
CALL
Vistra
VST
$50.7B
– –
-400
Closed -$450
VTES icon
3987
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$2.41B
– –
-2,437
Closed -$245K
VTYX
3988
CALL
DELISTED
Ventyx Biosciences
VTYX
– –
-19,000
Closed -$5.7K
WLK icon
3989
Westlake Corp
WLK
$9.2B
– –
-2,548
Closed -$255K
WMT icon
3990
CALL
Walmart Inc
WMT
$834B
– –
-500
Closed -$15
WS icon
3991
Worthington Steel
WS
$1.8B
– –
-30,812
Closed -$780K
WSM icon
3992
CALL
Williams-Sonoma
WSM
$27B
– –
-100
Closed -$485
WT icon
3993
WisdomTree
WT
$3.68B
– –
-52,280
Closed -$466K
WWW icon
3994
Wolverine World Wide
WWW
$1.65B
– –
-29,499
Closed -$410K
X
3995
DELISTED
US Steel
X
– –
-24,728
Closed -$1.04M
XBI icon
3996
CALL
State Street SPDR S&P Biotech ETF
XBI
$11.2B
– –
-100
Closed -$328
XES icon
3997
State Street SPDR S&P Oil & Gas Equipment & Services ETF
XES
$412M
– –
-5,348
Closed -$382K
XLE icon
3998
CALL
State Street Energy Select Sector SPDR ETF
XLE
$43B
– –
-2,000
Closed -$6.39K
XLK icon
3999
CALL
State Street Technology Select Sector SPDR ETF
XLK
$122B
– –
-200
Closed -$86
XLU icon
4000
CALL
State Street Utilities Select Sector SPDR ETF
XLU
$22.5B
– –
-150,000
Closed -$47.3K
158 159
160
161 162

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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.