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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 | |
|---|---|---|---|---|---|---|
651
Runway Growth Finance
RWAY
$228M
| $14.9M | 0.02% |
1,392,660
+147,015
| +12% | +$1.42M |
|
652
Clough Hedged Equity ETF
CBLS
$58.1M
| $14.8M | 0.02% |
516,462
+121,996
| +31% | +$3.34M |
|
653
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.89B
| $14.8M | 0.02% |
581,346
-33,208
| -5% | -$830K |
|
654
Elevance Health
ELV
$81.9B
| $14.8M | 0.02% |
38,010
-1,922
| -5% | -$773K |
|
655
AST SpaceMobile
ASTS
$16.8B
| $14.8M | 0.02% |
316,180
+109,891
| +53% | +$3.18M |
|
656
Vanguard Health Care ETF
VHT
$18.2B
| $14.8M | 0.02% |
59,477
-18,238
| -23% | -$4.51M |
|
657
Ballast Small/Mid Cap ETF
MGMT
$177M
| $14.7M | 0.02% |
372,174
-72,289
| -16% | -$2.73M |
|
658
HSBC
HSBC
$355B
| $14.7M | 0.02% |
241,644
+22,699
| +10% | +$1.29M |
|
659
iShares Latin America 40 ETF
ILF
$3.77B
| $14.5M | 0.02% |
555,060
+179,692
| +48% | +$4.47M |
|
660
Equifax
EFX
$20.3B
| $14.5M | 0.02% |
55,906
-8,674
| -13% | -$2.21M |
|
|
BTC
661
Grayscale Bitcoin Mini Trust ETF
BTC
$3.4B
| $14.5M | 0.02% |
302,970
+10,489
| +4% | +$458K |
|
662
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.38B
| $14.5M | 0.02% |
125,891
+1,633
| +1% | +$177K |
|
663
Oshkosh
OSK
$9.67B
| $14.4M | 0.02% |
126,788
+8,120
| +7% | +$789K |
|
664
Invesco New York AMT-Free Municipal Bond ETF
PZT
$137M
| $14.3M | 0.02% |
660,206
+4,777
| +0.7% | +$103K |
|
665
Innovator Equity Managed Floor ETF
SFLR
$2.08B
| $14.3M | 0.02% |
+424,802
| New | +$13.6M |
|
666
Snap-on
SNA
$20.9B
| $14.2M | 0.02% |
45,715
-1,663
| -4% | -$529K |
|
667
Williams-Sonoma
WSM
$26.7B
| $14.2M | 0.02% |
86,864
-17,940
| -17% | -$2.82M |
|
668
iShares ESG Aware MSCI EM ETF
ESGE
$6.51B
| $14.2M | 0.02% |
361,975
-35,115
| -9% | -$1.27M |
|
669
iShares Treasury Floating Rate Bond ETF
TFLO
$6.56B
| $14.1M | 0.02% |
279,087
-23,393
| -8% | -$1.18M |
|
670
Schwab International Dividend Equity ETF
SCHY
$2.39B
| $14.1M | 0.02% |
516,212
+32,656
| +7% | +$862K |
|
671
Cadence Design Systems
CDNS
$90B
| $14.1M | 0.02% |
45,609
-966
| -2% | -$281K |
|
672
Tractor Supply
TSCO
$16.3B
| $14M | 0.02% |
265,298
+29,419
| +12% | +$1.5M |
|
673
Rambus
RMBS
$10.4B
| $14M | 0.02% |
218,320
+24,776
| +13% | +$1.33M |
|
674
Simplify Managed Futures Strategy ETF
CTA
$1.65B
| $14M | 0.02% |
522,298
-184,017
| -26% | -$5.11M |
|
675
Consolidated Edison
ED
$41.6B
| $13.9M | 0.02% |
138,770
+6,190
| +5% | +$655K |
|
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.