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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 | |
|---|---|---|---|---|---|---|
|
IBIK
551
iShares iBonds Oct 2034 Term TIPS ETF
IBIK
$84.9M
| $21.1M | 0.03% |
816,457
+48,876
| +6% | +$1.24M |
|
552
Leidos
LDOS
$14.1B
| $20.9M | 0.03% |
132,450
+40,109
| +43% | +$5.93M |
|
553
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$1.48B
| $20.8M | 0.03% |
+210,771
| New | +$20.6M |
|
554
Constellation Brands
STZ
$22.2B
| $20.7M | 0.03% |
127,545
+14,425
| +13% | +$2.59M |
|
555
Shopify
SHOP
$148B
| $20.5M | 0.03% |
177,586
+119
| +0.1% | +$11.9K |
|
556
iShares Russell 2000 Value ETF
IWN
$14.4B
| $20.4M | 0.03% |
129,491
-1,755
| -1% | -$261K |
|
557
JPMorgan US Quality Factor ETF
JQUA
$8.09B
| $20.4M | 0.03% |
339,777
+107,589
| +46% | +$6.15M |
|
558
iShares MBS ETF
MBB
$39B
| $20.4M | 0.03% |
217,118
+3,138
| +1% | +$291K |
|
559
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.57B
| $20.1M | 0.03% |
465,337
-32,872
| -7% | -$1.39M |
|
560
Vistra
VST
$55.1B
| $20M | 0.03% |
103,096
+25,087
| +32% | +$3.71M |
|
561
iShares Russell 2000 Growth ETF
IWO
$14.5B
| $20M | 0.03% |
69,792
-1,129
| -2% | -$297K |
|
562
Alpha Architect Tail Risk ETF
CAOS
$711M
| $20M | 0.03% |
224,567
+188,610
| +525% | +$16.8M |
|
563
iShares New York Muni Bond ETF
NYF
$1.36B
| $19.9M | 0.03% |
382,305
-46,324
| -11% | -$2.41M |
|
564
WisdomTree International Quality Dividend Growth Fund
IQDG
$696M
| $19.8M | 0.02% |
500,177
+24,247
| +5% | +$908K |
|
565
Valero Energy
VLO
$89.8B
| $19.8M | 0.02% |
147,476
+6,336
| +4% | +$790K |
|
566
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.69B
| $19.5M | 0.02% |
470,029
+5,966
| +1% | +$245K |
|
567
abrdn Physical Silver Shares ETF
SIVR
$4.04B
| $19.5M | 0.02% |
565,412
+39,184
| +7% | +$1.26M |
|
568
Boston Scientific
BSX
$65.8B
| $19.3M | 0.02% |
179,872
+71,449
| +66% | +$7.23M |
|
569
Federated Hermes
FHI
$4.4B
| $19.3M | 0.02% |
435,821
-3,432
| -0.8% | -$141K |
|
570
Wheaton Precious Metals
WPM
$50.6B
| $19.2M | 0.02% |
214,158
-61,901
| -22% | -$5.21M |
|
571
Invesco S&P 500 Momentum ETF
SPMO
$21.1B
| $19.2M | 0.02% |
170,465
+76,212
| +81% | +$7.61M |
|
572
iShares MSCI Global Gold Miners ETF
RING
$2.31B
| $19M | 0.02% |
435,035
+28,637
| +7% | +$1.19M |
|
|
WCBR
573
WisdomTree Cybersecurity Fund
WCBR
$103M
| $19M | 0.02% |
+594,489
| New | +$17.3M |
|
574
Marvell Technology
MRVL
$174B
| $19M | 0.02% |
245,010
-65,067
| -21% | -$4.06M |
|
|
IBDQ
575
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
| $18.8M | 0.02% |
747,536
-33,884
| -4% | -$851K |
|
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.