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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 | |
|---|---|---|---|---|---|---|
|
AXON
401
Axon Enterprise
AXON
$40.5B
| $36.1M | 0.05% |
43,604
-19,032
| -30% | -$13M |
|
402
Vanguard Mid-Cap Growth ETF
VOT
$19B
| $36M | 0.05% |
126,470
+13,856
| +12% | +$3.57M |
|
403
KKR & Co
KKR
$89.2B
| $36M | 0.05% |
270,329
+185,134
| +217% | +$21.7M |
|
404
iShares Bitcoin Trust
IBIT
$47.2B
| $35.9M | 0.05% |
586,686
+197,141
| +51% | +$11M |
|
405
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.04B
| $35.9M | 0.05% |
1,411,918
+48,723
| +4% | +$1.23M |
|
406
iShares US Aerospace & Defense ETF
ITA
$14.2B
| $35.7M | 0.04% |
189,059
+9,516
| +5% | +$1.58M |
|
407
Alnylam Pharmaceuticals
ALNY
$36.3B
| $35.6M | 0.04% |
109,265
-4,592
| -4% | -$1.27M |
|
408
Invesco S&P 500 Top 50 ETF
XLG
$10.5B
| $35.6M | 0.04% |
683,314
+263,317
| +63% | +$12.5M |
|
409
Allegion
ALLE
$13B
| $35.3M | 0.04% |
244,870
-97
| -0% | -$13.3K |
|
410
Blackstone Secured Lending
BXSL
$5.41B
| $35.2M | 0.04% |
1,144,958
+8,483
| +0.7% | +$259K |
|
411
iShares Russell Top 200 Growth ETF
IWY
$16B
| $35.2M | 0.04% |
142,694
+6,050
| +4% | +$1.35M |
|
|
BNY
412
Bank of New York Mellon
BNY
$108B
| $35.1M | 0.04% |
385,115
-5,375
| -1% | -$456K |
|
413
Invesco Taxable Municipal Bond ETF
BAB
$1.02B
| $35M | 0.04% |
1,319,358
+48,623
| +4% | +$1.27M |
|
414
US Bancorp
USB
$99.6B
| $34.9M | 0.04% |
771,747
-24,804
| -3% | -$1.04M |
|
415
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$4.01B
| $34.9M | 0.04% |
1,496,784
+44,333
| +3% | +$1.02M |
|
416
Kinder Morgan
KMI
$73.1B
| $34.9M | 0.04% |
1,185,449
-3,491
| -0.3% | -$95.8K |
|
417
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.83B
| $34.8M | 0.04% |
1,435,397
+34,769
| +2% | +$839K |
|
418
Constellation Energy
CEG
$98B
| $34.8M | 0.04% |
107,765
+13,696
| +15% | +$3.62M |
|
419
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.2B
| $34.6M | 0.04% |
427,464
+27,724
| +7% | +$2.25M |
|
420
Cheniere Energy
LNG
$56.5B
| $34.5M | 0.04% |
141,504
-18,405
| -12% | -$4.26M |
|
421
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.32B
| $34.4M | 0.04% |
697,393
-8,834
| -1% | -$432K |
|
422
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17B
| $34.3M | 0.04% |
340,770
+3,390
| +1% | +$340K |
|
423
Invesco NASDAQ Internet ETF
PNQI
$501M
| $34M | 0.04% |
651,649
+988
| +0.2% | +$46.4K |
|
424
Rockwell Automation
ROK
$51.4B
| $34M | 0.04% |
102,425
+57,751
| +129% | +$16.5M |
|
425
Cameco
CCJ
$38.3B
| $34M | 0.04% |
457,907
-156,406
| -25% | -$8.35M |
|
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.