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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 | |
|---|---|---|---|---|---|---|
701
FT Vest Fund of Buffer ETFs
BUFR
$10B
| $13.2M | 0.02% |
414,176
-15,156
| -4% | -$456K |
|
702
Innovator US Equity Power Buffer ETF July
PJUL
$1.18B
| $13.1M | 0.02% |
299,346
-92,650
| -24% | -$3.8M |
|
703
Box
BOX
$4.02B
| $13.1M | 0.02% |
383,723
-46,180
| -11% | -$1.51M |
|
704
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.86B
| $13.1M | 0.02% |
330,385
+104,775
| +46% | +$3.95M |
|
705
Interactive Brokers
IBKR
$40.9B
| $13.1M | 0.02% |
235,820
+32,520
| +16% | +$1.54M |
|
706
Nordson
NDSN
$16.5B
| $13.1M | 0.02% |
60,947
+11,410
| +23% | +$2.27M |
|
|
VBTX
707
DELISTED
Veritex Holdings
VBTX
| $13M | 0.02% |
497,450
-11,556
| -2% | -$275K |
|
708
Xylem
XYL
$28.5B
| $13M | 0.02% |
100,189
+19,944
| +25% | +$2.42M |
|
709
Prudential Financial
PRU
$41.7B
| $12.8M | 0.02% |
119,340
+8,546
| +8% | +$885K |
|
710
Delta Air Lines
DAL
$55.9B
| $12.8M | 0.02% |
260,179
+12,987
| +5% | +$596K |
|
711
Robinhood
HOOD
$85.2B
| $12.8M | 0.02% |
136,577
+86,313
| +172% | +$5.11M |
|
712
Cambria Shareholder Yield ETF
SYLD
$982M
| $12.7M | 0.02% |
195,999
+40,048
| +26% | +$2.49M |
|
713
Reliance Steel & Aluminium
RS
$20.8B
| $12.7M | 0.02% |
40,548
+1,351
| +3% | +$399K |
|
714
HCA Healthcare
HCA
$84.8B
| $12.7M | 0.02% |
33,127
-1,710
| -5% | -$616K |
|
715
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$1.36B
| $12.6M | 0.02% |
131,354
+4,188
| +3% | +$400K |
|
716
Royal Caribbean
RCL
$78.7B
| $12.5M | 0.02% |
40,059
+3,904
| +11% | +$930K |
|
717
Corteva
CTVA
$59.7B
| $12.5M | 0.02% |
168,207
+1,385
| +0.8% | +$92.3K |
|
718
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.59B
| $12.5M | 0.02% |
312,908
-50,772
| -14% | -$1.9M |
|
719
Inhibrx
INBX
$1.2B
| $12.4M | 0.02% |
871,759
+5
| +0% | +$65 |
|
720
Check Point Software Technologies
CHKP
$13.3B
| $12.4M | 0.02% |
56,160
-4,838
| -8% | -$1.06M |
|
721
First Trust Long/Short Equity ETF
FTLS
$2.46B
| $12.4M | 0.02% |
186,486
-16,986
| -8% | -$1.09M |
|
722
Vanguard Communication Services ETF
VOX
$5.53B
| $12.3M | 0.02% |
72,199
+189
| +0.3% | +$29.1K |
|
723
DTE Energy
DTE
$31.1B
| $12.3M | 0.02% |
93,208
-2,912
| -3% | -$392K |
|
724
Nu Holdings
NU
$68.1B
| $12.3M | 0.02% |
898,862
+115,570
| +15% | +$1.38M |
|
725
Invesco DB Agriculture Fund
DBA
$1.26B
| $12.3M | 0.02% |
471,132
+1,398
| +0.3% | +$37.5K |
|
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.