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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 | |
|---|---|---|---|---|---|---|
426
Oneok
OKE
$58.7B
| $33.6M | 0.04% |
411,503
+3,609
| +0.9% | +$301K |
|
427
Strategy Inc
MSTR
$33.5B
| $33.4M | 0.04% |
82,664
+6,718
| +9% | +$2.45M |
|
|
DFUS
428
Dimensional US Equity ETF
DFUS
$20.7B
| $33.4M | 0.04% |
498,441
-9,167
| -2% | -$568K |
|
429
SLB Ltd
SLB
$77.8B
| $33.4M | 0.04% |
988,252
-1,088,785
| -52% | -$37.8M |
|
430
iShares Russell Mid-Cap Growth ETF
IWP
$20B
| $33.4M | 0.04% |
240,515
+3,121
| +1% | +$395K |
|
431
Innovator US Equity Ultra Buffer ETF February
UFEB
$240M
| $33.2M | 0.04% |
968,724
+735,980
| +316% | +$24.2M |
|
432
Texas Pacific Land
TPL
$28.9B
| $33.1M | 0.04% |
93,966
+3,342
| +4% | +$1.37M |
|
433
Vanguard Russell 1000 ETF
VONE
$8.19B
| $33M | 0.04% |
117,588
+6,036
| +5% | +$1.57M |
|
434
MPLX
MPLX
$59.5B
| $32.9M | 0.04% |
637,834
+23,043
| +4% | +$1.17M |
|
435
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.9B
| $32.8M | 0.04% |
349,199
+35,395
| +11% | +$3.05M |
|
436
Becton Dickinson
BDX
$43.1B
| $32.7M | 0.04% |
190,083
-122,212
| -39% | -$22.4M |
|
|
SCHW
437
Charles Schwab
SCHW
$177B
| $32.7M | 0.04% |
358,238
-17,843
| -5% | -$1.49M |
|
438
Invesco Leisure and Entertainment ETF
PEJ
$252M
| $32.6M | 0.04% |
573,381
+3,739
| +0.7% | +$190K |
|
439
Vanguard Large-Cap ETF
VV
$51.9B
| $32.6M | 0.04% |
114,302
+10,716
| +10% | +$2.82M |
|
440
iShares MSCI India ETF
INDA
$6.71B
| $32.5M | 0.04% |
584,503
+123,533
| +27% | +$6.6M |
|
441
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
| $32.5M | 0.04% |
350,447
-15,368
| -4% | -$1.38M |
|
442
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.02B
| $32.4M | 0.04% |
365,093
+15,066
| +4% | +$1.26M |
|
443
Global X US Infrastructure Development ETF
PAVE
$14.3B
| $32.3M | 0.04% |
741,270
-27,060
| -4% | -$1.08M |
|
444
Chipotle Mexican Grill
CMG
$40.8B
| $32.2M | 0.04% |
573,482
-5,772
| -1% | -$294K |
|
445
Martin Marietta Materials
MLM
$33.6B
| $32M | 0.04% |
58,283
+10,470
| +22% | +$5.53M |
|
446
Marathon Petroleum
MPC
$90.3B
| $31.6M | 0.04% |
190,142
-24,443
| -11% | -$3.66M |
|
447
JPMorgan BetaBuilders Canada ETF
BBCA
$10.7B
| $31.4M | 0.04% |
389,704
-65,874
| -14% | -$4.99M |
|
448
State Street Blackstone Senior Loan ETF
SRLN
$5.31B
| $31.1M | 0.04% |
747,083
-22,929
| -3% | -$938K |
|
449
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
$465M
| $30.6M | 0.04% |
294,604
-4,930
| -2% | -$492K |
|
450
Citigroup
C
$222B
| $30.5M | 0.04% |
358,135
+32,686
| +10% | +$2.36M |
|
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.