We are live on
!
Find out more
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 | |
|---|---|---|---|---|---|---|
526
Shell
SHEL
$245B
| $23.2M | 0.03% |
329,578
-36,542
| -10% | -$2.45M |
|
527
Invesco S&P 500 Quality ETF
SPHQ
$19.4B
| $23.2M | 0.03% |
325,096
-3,310
| -1% | -$224K |
|
528
JPMorgan Active Growth ETF
JGRO
$9.38B
| $23.1M | 0.03% |
268,109
+12,419
| +5% | +$965K |
|
529
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.28B
| $23M | 0.03% |
249,712
+6,693
| +3% | +$609K |
|
530
Invesco Dorsey Wright Industrials Momentum ETF
PRN
$432M
| $23M | 0.03% |
146,405
+1,522
| +1% | +$218K |
|
531
Eaton Vance Total Return Bond ETF
EVTR
$5.6B
| $23M | 0.03% |
452,038
+7,613
| +2% | +$383K |
|
532
Regeneron Pharmaceuticals
REGN
$68.8B
| $23M | 0.03% |
43,787
+12,514
| +40% | +$6.98M |
|
533
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
$3.91B
| $22.9M | 0.03% |
413,672
+67,968
| +20% | +$3.36M |
|
534
Nasdaq
NDAQ
$51.5B
| $22.6M | 0.03% |
252,265
+23,590
| +10% | +$1.88M |
|
535
Amphenol
APH
$188B
| $22.6M | 0.03% |
228,427
-6,060
| -3% | -$496K |
|
536
Dollar General
DG
$25.9B
| $22.5M | 0.03% |
196,531
-26,157
| -12% | -$2.6M |
|
|
GAP
537
The Gap Inc
GAP
$6.84B
| $22.2M | 0.03% |
1,018,616
+158,204
| +18% | +$3.54M |
|
538
Ameriprise Financial
AMP
$46.8B
| $21.9M | 0.03% |
41,020
-4,223
| -9% | -$2.09M |
|
539
John Hancock Mortgage-Backed Securities ETF
JHMB
$202M
| $21.8M | 0.03% |
996,776
+7,188
| +0.7% | +$156K |
|
540
Innovator US Equity Power Buffer ETF December
PDEC
$977M
| $21.7M | 0.03% |
543,141
-32,656
| -6% | -$1.25M |
|
541
Dimensional International Core Fixed Income ETF
DFGX
$1.69B
| $21.7M | 0.03% |
406,391
-13,169
| -3% | -$695K |
|
542
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.76B
| $21.6M | 0.03% |
271,959
+29,789
| +12% | +$2.26M |
|
543
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
$614M
| $21.5M | 0.03% |
460,964
-12,410
| -3% | -$566K |
|
544
State Street SPDR S&P Metals & Mining ETF
XME
$4.05B
| $21.5M | 0.03% |
319,823
-45,109
| -12% | -$2.68M |
|
545
Marriott International
MAR
$98.7B
| $21.5M | 0.03% |
78,673
-16,797
| -18% | -$4.21M |
|
546
Schwab US TIPS ETF
SCHP
$16.3B
| $21.4M | 0.03% |
803,740
+26,188
| +3% | +$693K |
|
547
Cincinnati Financial
CINF
$28.3B
| $21.4M | 0.03% |
143,786
-6,535
| -4% | -$936K |
|
548
Mercado Libre
MELI
$91.3B
| $21.4M | 0.03% |
8,175
+317
| +4% | +$740K |
|
549
Realty Income
O
$61.2B
| $21.3M | 0.03% |
369,501
+9,939
| +3% | +$562K |
|
550
Ecolab
ECL
$75.6B
| $21.2M | 0.03% |
78,800
-6,148
| -7% | -$1.56M |
|
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.