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HighTower Advisors

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
Cap. Flow
+$1.59B
Cap. Flow %
1.99%
Top 10 Hldgs %
18.5%
Holding
4,055
New
333
Increased
1,586
Reduced
1,641
Closed
303

Top Buys

Rank Stock Value
1
PLPC icon
Preformed Line Products
PLPC
+$101M
2
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$95.9M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$89.4M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$75.1M
5
META icon
Meta Platforms (Facebook)
META
+$64.4M

Top Sells

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$59.6M
2
CLX icon
Clorox
CLX
+$49.7M
3
V icon
Visa
V
+$43.7M
4
QLTY icon
GMO US Quality ETF
QLTY
+$40.4M
5
GLD icon
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
DIS icon
51
Walt Disney
DIS
$166B
$295M 0.37%
2,374,960
-94,923
-4% -$9.86M
TSLA icon
52
Tesla
TSLA
$1.23T
$286M 0.36%
900,842
-1,928
-0.2% -$581K
SPYM
53
State Street SPDR Portfolio S&P 500 ETF
SPYM
$159B
$279M 0.35%
3,839,896
-93,174
-2% -$6.27M
BND icon
54
Vanguard Total Bond Market
BND
$158B
$277M 0.35%
3,762,705
+25,703
+0.7% +$1.87M
DGRO icon
55
iShares Core Dividend Growth ETF
DGRO
$42.6B
$274M 0.34%
4,288,233
+1,004,816
+31% +$61.3M
VZ icon
56
Verizon
VZ
$188B
$274M 0.34%
6,332,926
+145,883
+2% +$6.32M
WMT icon
57
Walmart Inc
WMT
$867B
$274M 0.34%
2,800,348
+4,975
+0.2% +$474K
UMI icon
58
USCF Midstream Energy Income Fund
UMI
$517M
$267M 0.33%
5,225,761
+453,603
+10% +$22.5M
CAT icon
59
Caterpillar
CAT
$413B
$259M 0.32%
666,319
+20,125
+3% +$6.71M
WFC icon
60
Wells Fargo
WFC
$262B
$257M 0.32%
3,201,797
+174,205
+6% +$12.6M
BX icon
61
Blackstone
BX
$103B
$255M 0.32%
1,704,170
+137,877
+9% +$18.9M
ABT icon
62
Abbott
ABT
$181B
$255M 0.32%
1,873,950
-47,574
-2% -$6.27M
VEU icon
63
Vanguard FTSE All-World ex-US ETF
VEU
$66.1B
$252M 0.32%
3,745,687
+1,185,559
+46% +$75.1M
RSP icon
64
Invesco S&P 500 Equal Weight ETF
RSP
$96.2B
$249M 0.31%
1,371,794
-136,890
-9% -$23.6M
QUAL icon
65
iShares MSCI USA Quality Factor ETF
QUAL
$46.1B
$245M 0.31%
1,342,652
-93,660
-7% -$16.2M
VGT icon
66
Vanguard Information Technology ETF
VGT
$141B
$244M 0.31%
2,945,504
+138,000
+5% +$10M
VO icon
67
Vanguard Mid-Cap ETF
VO
$107B
$244M 0.31%
3,480,776
-33,748
-1% -$2.22M
VWO icon
68
Vanguard FTSE Emerging Markets ETF
VWO
$120B
$241M 0.3%
4,865,124
-174,847
-3% -$8.11M
DGRW icon
69
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.6B
$239M 0.3%
2,849,118
-49,228
-2% -$3.91M
SCHG icon
70
Schwab US Large-Cap Growth ETF
SCHG
$59B
$231M 0.29%
7,897,044
+282,760
+4% +$7.48M
SPYG icon
71
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$51.3B
$221M 0.28%
2,315,195
+108,003
+5% +$9.26M
JAAA icon
72
Janus Henderson AAA CLO ETF
JAAA
$29.1B
$217M 0.27%
4,284,748
+11,505
+0.3% +$581K
DFAC icon
73
Dimensional US Core Equity 2 ETF
DFAC
$47.7B
$217M 0.27%
6,043,740
+129,585
+2% +$4.32M
NFLX icon
74
Netflix
NFLX
$291B
$216M 0.27%
1,611,950
+4,730
+0.3% +$535K
IAU icon
75
iShares Gold Trust
IAU
$63.3B
$214M 0.27%
3,433,629
-112,405
-3% -$6.97M
1 2
3
4 5

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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.