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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 | |
|---|---|---|---|---|---|---|
451
Invesco S&P 500 Pure Growth ETF
RPG
$2.04B
| $30.3M | 0.04% |
661,409
-10,088
| -2% | -$414K |
|
452
Cambria Foreign Shareholder Yield ETF
FYLD
$692M
| $30M | 0.04% |
+1,026,493
| New | +$28.3M |
|
453
Franklin International Low Volatility High Dividend Index ETF
LVHI
$5.3B
| $30M | 0.04% |
921,313
+68,706
| +8% | +$2.2M |
|
454
iShares TIPS Bond ETF
TIP
$14.5B
| $29.8M | 0.04% |
270,830
-10,755
| -4% | -$1.17M |
|
455
Sysco
SYY
$39.7B
| $29.7M | 0.04% |
392,520
-9,519
| -2% | -$691K |
|
456
iShares Floating Rate Bond ETF
FLOT
$10.1B
| $29.7M | 0.04% |
582,622
-22,510
| -4% | -$1.14M |
|
457
VanEck Gold Miners ETF
GDX
$23B
| $29.7M | 0.04% |
570,078
+66,798
| +13% | +$3.32M |
|
458
O'Reilly Automotive
ORLY
$72.4B
| $29.4M | 0.04% |
326,209
-9,356
| -3% | -$853K |
|
459
Novartis
NVS
$295B
| $29.4M | 0.04% |
242,660
+4,819
| +2% | +$543K |
|
460
Vanguard Energy ETF
VDE
$10.1B
| $29.3M | 0.04% |
245,750
+25,935
| +12% | +$3.02M |
|
461
Invesco Water Resources ETF
PHO
$1.97B
| $29.1M | 0.04% |
416,656
+778
| +0.2% | +$51.6K |
|
|
BA.PRA
462
Boeing Co 6.00% Series A Preferred Stock
BA.PRA
$7.49B
| $29.1M | 0.04% |
428,359
+19,539
| +5% | +$1.23M |
|
463
iShares MSCI EAFE Value ETF
EFV
$27.6B
| $28.9M | 0.04% |
454,601
+8,143
| +2% | +$498K |
|
464
Enbridge
ENB
$124B
| $28.9M | 0.04% |
636,720
+14,306
| +2% | +$649K |
|
465
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$5.81B
| $28.8M | 0.04% |
2,209,963
+2,021,544
| +1,073% | +$26.1M |
|
466
iShares Russell Mid-Cap Value ETF
IWS
$15.7B
| $28.8M | 0.04% |
217,781
-4,704
| -2% | -$590K |
|
467
iShares Global REIT ETF
REET
$5.12B
| $28.8M | 0.04% |
1,164,926
-10,521
| -0.9% | -$255K |
|
468
HUB Group
HUBG
$3.01B
| $28.8M | 0.04% |
860,661
-2,232
| -0.3% | -$74.9K |
|
469
iShares Semiconductor ETF
SOXX
$44.2B
| $28.7M | 0.04% |
120,371
-31,310
| -21% | -$6.27M |
|
470
Fortinet
FTNT
$112B
| $28.6M | 0.04% |
270,167
-5,491
| -2% | -$554K |
|
|
EXAS
471
DELISTED
Exact Sciences
EXAS
| $28.4M | 0.04% |
534,149
+4,276
| +0.8% | +$217K |
|
472
Dimensional Emerging Markets Value ETF
DFEV
$1.93B
| $28.3M | 0.04% |
942,664
+34,575
| +4% | +$960K |
|
473
JD.com
JD
$40.8B
| $28.2M | 0.04% |
863,850
+6,923
| +0.8% | +$236K |
|
474
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.7B
| $28.1M | 0.04% |
507,801
-63,953
| -11% | -$3.27M |
|
475
Dimensional National Municipal Bond ETF
DFNM
$2.22B
| $27.4M | 0.03% |
578,554
+28,575
| +5% | +$1.35M |
|
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.