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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 | |
|---|---|---|---|---|---|---|
626
CRH
CRH
$66.7B
| $16M | 0.02% |
173,947
-1,326
| -0.8% | -$121K |
|
627
Avantis US Large Cap Value ETF
AVLV
$17.3B
| $15.9M | 0.02% |
233,812
+16,236
| +7% | +$1.05M |
|
628
Motorola Solutions
MSI
$69.4B
| $15.8M | 0.02% |
37,659
-639
| -2% | -$267K |
|
629
iShares Core MSCI Europe ETF
IEUR
$8.66B
| $15.7M | 0.02% |
237,598
+28,398
| +14% | +$1.79M |
|
630
AES
AES
$10.6B
| $15.7M | 0.02% |
1,488,670
+34,830
| +2% | +$373K |
|
631
Tanger
SKT
$4.82B
| $15.7M | 0.02% |
511,901
+2,309
| +0.5% | +$70.8K |
|
632
Public Service Enterprise Group
PEG
$39.8B
| $15.6M | 0.02% |
185,881
+21,688
| +13% | +$1.75M |
|
633
VanEck Intermediate Muni ETF
ITM
$2.14B
| $15.6M | 0.02% |
344,123
-13,914
| -4% | -$628K |
|
634
iShares MSCI USA Equal Weighted ETF
EUSA
$1.84B
| $15.6M | 0.02% |
+157,669
| New | +$14.8M |
|
635
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.38B
| $15.6M | 0.02% |
381,800
+223,916
| +142% | +$8.11M |
|
636
WisdomTree US Total Dividend Fund
DTD
$1.65B
| $15.5M | 0.02% |
195,342
-1,128
| -0.6% | -$85.4K |
|
637
CACI
CACI
$10.8B
| $15.5M | 0.02% |
32,582
-7,280
| -18% | -$3.23M |
|
638
Eversource Energy
ES
$28.2B
| $15.5M | 0.02% |
243,334
+68,212
| +39% | +$4.2M |
|
|
GMOI
639
GMO International Value ETF
GMOI
$497M
| $15.5M | 0.02% |
529,866
+28,338
| +6% | +$780K |
|
640
Fidelity MSCI Information Technology Index ETF
FTEC
$19.9B
| $15.4M | 0.02% |
78,227
+47,759
| +157% | +$8.26M |
|
641
Cboe Global Markets
CBOE
$29.8B
| $15.3M | 0.02% |
65,806
-149
| -0.2% | -$33.2K |
|
642
JPMorgan Active Bond ETF
JBND
$8.35B
| $15.2M | 0.02% |
283,186
+24,154
| +9% | +$1.28M |
|
643
Mid-America Apartment Communities
MAA
$15.6B
| $15.2M | 0.02% |
102,508
+886
| +0.9% | +$138K |
|
644
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.05B
| $15.2M | 0.02% |
295,223
+45,222
| +18% | +$2.31M |
|
|
HDV
645
iShares Core High Dividend ETF
HDV
$14.4B
| $15.2M | 0.02% |
647,005
+400
| +0.1% | +$9.22K |
|
646
Apollo Global Management
APO
$70.7B
| $15.2M | 0.02% |
106,863
-725
| -0.7% | -$96.1K |
|
647
Genuine Parts
GPC
$17.1B
| $15.1M | 0.02% |
124,358
-5,430
| -4% | -$653K |
|
648
Hershey
HSY
$35.4B
| $15.1M | 0.02% |
90,797
-10,569
| -10% | -$1.74M |
|
649
HDFC Bank
HDB
$119B
| $15M | 0.02% |
390,824
-38,326
| -9% | -$1.39M |
|
650
SouthState Bank Corp
SSB
$10.3B
| $15M | 0.02% |
162,486
-689
| -0.4% | -$60.5K |
|
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.