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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
DFAX icon
476
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.8B
$27.4M 0.03%
933,080
-30,850
-3% -$849K
GLW icon
477
Corning
GLW
$126B
$27.2M 0.03%
517,930
-142,697
-22% -$6.68M
D icon
478
Dominion Energy
D
$62.5B
$27.1M 0.03%
479,686
-19,835
-4% -$1.09M
MDYG icon
479
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.82B
$27M 0.03%
311,333
+38,733
+14% +$3.17M
HACK icon
480
Amplify Cybersecurity ETF
HACK
$2.63B
$26.8M 0.03%
310,430
+24,912
+9% +$1.94M
FLQM icon
481
Franklin US Mid Cap Multifactor Index ETF
FLQM
$1.56B
$26.6M 0.03%
490,517
+43,411
+10% +$2.28M
TOTL icon
482
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.11B
$26.6M 0.03%
662,080
+1,831
+0.3% +$72.8K
GRNY
483
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.3B
$26.4M 0.03%
1,164,996
+45,411
+4% +$904K
CIBR icon
484
First Trust NASDAQ Cybersecurity ETF
CIBR
$13.8B
$26.3M 0.03%
348,240
+73,484
+27% +$5.04M
UL icon
485
Unilever
UL
$131B
$26.3M 0.03%
381,572
-6,087
-2% -$427K
IBDR icon
486
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.46B
$26.2M 0.03%
1,080,952
+10,220
+1% +$247K
FNF icon
487
Fidelity National Financial
FNF
$13.9B
$26M 0.03%
463,749
-7,725
-2% -$452K
PRF icon
488
Invesco FTSE RAFI US 1000 ETF
PRF
$9.73B
$25.9M 0.03%
613,385
+13,716
+2% +$548K
FDN icon
489
First Trust Dow Jones Internet Index Fund ETF
FDN
$4.86B
$25.9M 0.03%
96,069
+8,904
+10% +$2.14M
AIQ icon
490
Global X Artificial Intelligence & Technology ETF
AIQ
$9.23B
$25.8M 0.03%
590,437
+335,361
+131% +$13M
COF icon
491
Capital One
COF
$124B
$25.8M 0.03%
121,063
+53,495
+79% +$9.98M
WEC icon
492
WEC Energy
WEC
$37.7B
$25.6M 0.03%
245,640
+10,228
+4% +$1.09M
VTHR icon
493
Vanguard Russell 3000 ETF
VTHR
$4.63B
$25.5M 0.03%
93,624
-1,903
-2% -$480K
VRP icon
494
Invesco Variable Rate Preferred ETF
VRP
$2.99B
$25.5M 0.03%
1,043,609
+22,668
+2% +$546K
EYLD icon
495
Cambria Emerging Shareholder Yield ETF
EYLD
$839M
$25.5M 0.03%
+705,858
New +$23.4M
GGME icon
496
Invesco Next Gen Media and Gaming ETF
GGME
$44M
$25.5M 0.03%
415,499
+3,526
+0.9% +$188K
IEI icon
497
iShares 3-7 Year Treasury Bond ETF
IEI
$18.1B
$25.5M 0.03%
213,772
-9,539
-4% -$1.13M
KMB icon
498
Kimberly-Clark
KMB
$36.4B
$25.4M 0.03%
197,233
+2,490
+1% +$338K
MLN icon
499
VanEck Long Muni ETF
MLN
$683M
$25.3M 0.03%
1,497,812
-102,691
-6% -$1.74M
VSS icon
500
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.2B
$25.1M 0.03%
187,129
-681
-0.4% -$84K
18 19
20
21 22

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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.