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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
IJH icon
26
iShares Core S&P Mid-Cap ETF
IJH
$123B
$463M 0.58%
7,469,865
+86,256
+1% +$5.06M
SIXH icon
27
ETC 6 Meridian Hedged Equity Index Option ETF
SIXH
$572M
$460M 0.58%
11,958,080
+279,328
+2% +$10.7M
GLD icon
28
SPDR Gold Trust
GLD
$130B
$449M 0.56%
1,472,901
-132,023
-8% -$40M
COST icon
29
Costco
COST
$411B
$410M 0.51%
414,665
-1,927
-0.5% -$1.92M
IEFA icon
30
iShares Core MSCI EAFE ETF
IEFA
$186B
$408M 0.51%
4,892,413
+42,708
+0.9% +$3.39M
LLY icon
31
Eli Lilly
LLY
$1.06T
$389M 0.49%
498,841
-14,604
-3% -$11.3M
CSCO icon
32
Cisco
CSCO
$445B
$388M 0.49%
5,589,665
+153,328
+3% +$9.42M
PG icon
33
Procter & Gamble
PG
$340B
$385M 0.48%
2,414,947
-125,328
-5% -$20.5M
PEP icon
34
PepsiCo
PEP
$185B
$383M 0.48%
2,902,342
+173,693
+6% +$23.4M
GOOG icon
35
Alphabet (Google) Class C
GOOG
$3.92T
$381M 0.48%
2,145,627
-25,389
-1% -$4.2M
IBM icon
36
IBM
IBM
$198B
$377M 0.47%
1,278,293
-73,640
-5% -$19M
ORCL icon
37
Oracle
ORCL
$348B
$368M 0.46%
1,683,554
-136,896
-8% -$22.1M
MCD icon
38
McDonald's
MCD
$188B
$362M 0.45%
1,240,040
+2,203
+0.2% +$679K
SCHX icon
39
Schwab US Large- Cap ETF
SCHX
$70.9B
$349M 0.44%
14,286,701
+276,589
+2% +$6.25M
CVX icon
40
Chevron
CVX
$389B
$343M 0.43%
2,398,855
+85,024
+4% +$12M
HD icon
41
Home Depot
HD
$324B
$339M 0.42%
923,394
-61,084
-6% -$22.1M
RTX icon
42
RTX Corp
RTX
$283B
$328M 0.41%
2,245,052
-23,614
-1% -$3.15M
SIXA icon
43
ETC 6 Meridian Mega Cap Equity ETF
SIXA
$500M
$323M 0.4%
6,651,382
+167,261
+3% +$7.77M
IJR icon
44
iShares Core S&P Small-Cap ETF
IJR
$109B
$311M 0.39%
2,849,282
-157,051
-5% -$16.2M
MA icon
45
Mastercard
MA
$470B
$307M 0.38%
546,050
-5,703
-1% -$3.15M
SCHE icon
46
Schwab Emerging Markets Equity ETF
SCHE
$12.4B
$306M 0.38%
10,141,479
+286,430
+3% +$8.11M
BAC icon
47
Bank of America
BAC
$431B
$301M 0.38%
6,365,913
+484,316
+8% +$20.4M
MRK icon
48
Merck
MRK
$323B
$298M 0.37%
3,766,789
+67,829
+2% +$5.39M
SCHM icon
49
Schwab US Mid-Cap ETF
SCHM
$14.7B
$297M 0.37%
10,583,782
+542,228
+5% +$14.3M
ABBV icon
50
AbbVie
ABBV
$455B
$295M 0.37%
1,590,713
+10,356
+0.7% +$1.92M
1
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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.