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HighTower Advisors Portfolio holdings
AUM
$104B
1-Year Est. Return
28.3%
This Fund
S&P 500
This Quarter
Est. Return
+8.61%
1 Year Est. Return
+28.3%
3 Year Est. Return
+80.07%
5 Year Est. Return
+96.66%
10 Year Est. Return
+332%
AUM
$79.8B
AUM Growth
+$6.14B
(+8.3%)
Cap. Flow
+$1.23B
Cap. Flow
% of AUM
1.54%
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 | Miscellaneous | 46.02% |
| 2 | Technology | 13.55% |
| 3 | Financials | 10.31% |
| 4 | Consumer Discretionary | 5.93% |
| 5 | Industrials | 5.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
676
Zscaler
ZS
$27B
| $13.9M | 0.02% |
44,333
+1,090
| +3% | +$272K |
|
677
ARK Innovation ETF
ARKK
$6.34B
| $13.8M | 0.02% |
197,003
+55,530
| +39% | +$3.06M |
|
678
Welltower
WELL
$170B
| $13.8M | 0.02% |
90,007
-1,977
| -2% | -$295K |
|
679
Aon
AON
$65.3B
| $13.8M | 0.02% |
38,723
-5,015
| -11% | -$1.82M |
|
680
MetLife
MET
$60.6B
| $13.8M | 0.02% |
171,466
-9,166
| -5% | -$707K |
|
681
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.5B
| $13.8M | 0.02% |
273,778
+23,480
| +9% | +$1.16M |
|
682
Franco-Nevada
FNV
$51.5B
| $13.8M | 0.02% |
84,082
+2,362
| +3% | +$391K |
|
683
Vanguard Total International Bond ETF
BNDX
$83B
| $13.8M | 0.02% |
277,854
-54,034
| -16% | -$2.66M |
|
684
Vanguard Core Bond ETF
VCRB
$7.66B
| $13.7M | 0.02% |
177,211
+7,430
| +4% | +$569K |
|
685
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
$2.29B
| $13.7M | 0.02% |
391,098
+79,307
| +25% | +$2.6M |
|
686
Innovator US Equity Power Buffer ETF August
PAUG
$1.04B
| $13.7M | 0.02% |
339,082
-196,556
| -37% | -$7.55M |
|
687
Digital Realty Trust
DLR
$70.1B
| $13.7M | 0.02% |
78,576
+1,820
| +2% | +$298K |
|
688
WisdomTree US LargeCap Dividend Fund
DLN
$6.29B
| $13.7M | 0.02% |
166,299
+9,015
| +6% | +$704K |
|
689
Spotify
SPOT
$108B
| $13.6M | 0.02% |
17,750
+157
| +0.9% | +$101K |
|
690
Blue Owl Capital
OBDC
$5.49B
| $13.6M | 0.02% |
949,827
+94,858
| +11% | +$1.35M |
|
691
AB Tax-Aware Intermediate Municipal ETF
TAFM
$775M
| $13.6M | 0.02% |
544,755
+10,190
| +2% | +$253K |
|
692
iShares S&P 100 ETF
OEF
$20.3B
| $13.5M | 0.02% |
44,409
+2,692
| +6% | +$750K |
|
693
Crown Castle
CCI
$32.1B
| $13.5M | 0.02% |
131,529
+1,560
| +1% | +$158K |
|
694
Option Care Health
OPCH
$3.54B
| $13.5M | 0.02% |
415,845
+26,903
| +7% | +$869K |
|
695
Capital Group Growth ETF
CGGR
$25.4B
| $13.5M | 0.02% |
331,794
+71,390
| +27% | +$2.61M |
|
696
Toronto Dominion Bank
TD
$196B
| $13.5M | 0.02% |
183,507
+1,899
| +1% | +$124K |
|
|
TBIL
697
F/m US Treasury 3 Month Bill Fund
TBIL
$7.22B
| $13.4M | 0.02% |
268,750
+200,038
| +291% | +$9.99M |
|
698
Invesco FTSE RAFI Emerging Markets ETF
PXH
$2.1B
| $13.4M | 0.02% |
571,395
-4,970
| -0.9% | -$109K |
|
699
JPMorgan International Bond Opportunities ETF
JPIB
$2.21B
| $13.3M | 0.02% |
274,348
+1,360
| +0.5% | +$65.3K |
|
700
Paylocity
PCTY
$7.51B
| $13.2M | 0.02% |
72,806
+69,191
| +1,914% | +$13M |
|
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AI
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 Miscellaneous at 46% of assets, up from 45% a quarter earlier, followed by Technology and Financials.
- 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.