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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 | |
|---|---|---|---|---|---|---|
576
T. Rowe Price
TROW
$25B
| $18.8M | 0.02% |
194,900
-20,205
| -9% | -$1.86M |
|
577
Autodesk
ADSK
$44.3B
| $18.8M | 0.02% |
60,731
-2,361
| -4% | -$670K |
|
578
Equinix
EQIX
$107B
| $18.7M | 0.02% |
23,544
+1,307
| +6% | +$1.11M |
|
579
Fastenal
FAST
$54B
| $18.7M | 0.02% |
445,398
-36,376
| -8% | -$1.48M |
|
580
Omnicom Group
OMC
$22.7B
| $18.6M | 0.02% |
258,979
-52,368
| -17% | -$3.87M |
|
|
SKX
581
DELISTED
Skechers
SKX
| $18.6M | 0.02% |
294,228
-8,782
| -3% | -$504K |
|
582
Arthur J. Gallagher & Co
AJG
$63.7B
| $18.5M | 0.02% |
57,939
+556
| +1% | +$183K |
|
583
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.72B
| $18.5M | 0.02% |
442,836
+14,584
| +3% | +$602K |
|
584
Allstate
ALL
$66.9B
| $18.5M | 0.02% |
91,791
-59,263
| -39% | -$11.8M |
|
585
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
$462M
| $18.5M | 0.02% |
731,392
-8,755
| -1% | -$218K |
|
586
iShares 0-1 Year Treasury Bond ETF
SHV
$20.7B
| $18.4M | 0.02% |
166,495
-230,977
| -58% | -$25.5M |
|
587
TC Energy
TRP
$73.5B
| $18.3M | 0.02% |
375,720
-6,543
| -2% | -$321K |
|
588
iShares MSCI ACWI ex US ETF
ACWX
$11.3B
| $18.3M | 0.02% |
300,093
+18,311
| +6% | +$1.06M |
|
589
iShares MSCI Canada ETF
EWC
$6.04B
| $18.1M | 0.02% |
392,660
-1,853
| -0.5% | -$80.1K |
|
590
First Trust Long Duration Opportunities ETF
LGOV
$622M
| $18.1M | 0.02% |
846,856
-17,240
| -2% | -$366K |
|
591
ING
ING
$93.8B
| $18.1M | 0.02% |
827,919
+18,827
| +2% | +$380K |
|
592
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.48B
| $17.7M | 0.02% |
841,259
+183,797
| +28% | +$3.8M |
|
593
Intel
INTC
$466B
| $17.6M | 0.02% |
784,566
-5,113
| -0.6% | -$106K |
|
594
Fidelity MSCI Energy Index ETF
FENY
$2.02B
| $17.5M | 0.02% |
745,905
-276,153
| -27% | -$6.33M |
|
595
Daily Journal
DJCO
$792M
| $17.5M | 0.02% |
41,336
| – | – |
|
596
NXP Semiconductors
NXPI
$68B
| $17.4M | 0.02% |
79,608
-4,419
| -5% | -$863K |
|
597
iShares MSCI Japan ETF
EWJ
$21.7B
| $17.3M | 0.02% |
231,359
-338,215
| -59% | -$24.1M |
|
598
Kroger
KR
$34.8B
| $17.3M | 0.02% |
241,064
+18,714
| +8% | +$1.29M |
|
599
Innovator US Equity Power Buffer ETF June
PJUN
$949M
| $17.2M | 0.02% |
431,695
-7,456
| -2% | -$281K |
|
600
CVS Health
CVS
$137B
| $17.2M | 0.02% |
248,815
-3,952
| -2% | -$259K |
|
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.