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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
ESML icon
726
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.83B
$12.3M 0.02%
297,907
-21,925
-7% -$849K
HEZU icon
727
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$565M
$12.3M 0.02%
299,205
+6,806
+2% +$270K
JSCP icon
728
JPMorgan Short Duration Core Plus ETF
JSCP
$1.67B
$12.3M 0.02%
258,424
-15,676
-6% -$737K
URNM icon
729
Sprott Uranium Miners ETF
URNM
$1.78B
$12.2M 0.02%
255,244
+85,542
+50% +$3.24M
JPLD icon
730
JPMorgan Limited Duration Bond ETF
JPLD
$3.95B
$12.2M 0.02%
233,185
-14,114
-6% -$731K
L icon
731
Loews
L
$24.3B
$12.2M 0.02%
132,675
+53,137
+67% +$4.66M
SPAB icon
732
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.78B
$12.1M 0.02%
473,977
+82,114
+21% +$2.08M
ICOW icon
733
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.76B
$12.1M 0.02%
356,245
+5,607
+2% +$181K
BR icon
734
Broadridge
BR
$17.2B
$12.1M 0.02%
49,797
-69,787
-58% -$16.6M
CAH icon
735
Cardinal Health
CAH
$53.4B
$12.1M 0.02%
71,871
-3,207
-4% -$476K
FSLR icon
736
First Solar
FSLR
$21.8B
$12.1M 0.02%
72,890
+19,584
+37% +$2.89M
FCOM icon
737
Fidelity MSCI Communication Services Index ETF
FCOM
$1.74B
$11.9M 0.02%
184,383
+1,694
+0.9% +$98.7K
EXC icon
738
Exelon
EXC
$48.6B
$11.9M 0.02%
275,067
-5,081
-2% -$226K
TFI icon
739
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.05B
$11.9M 0.02%
267,236
-14,488
-5% -$644K
VXF icon
740
Vanguard Extended Market ETF
VXF
$30.3B
$11.9M 0.01%
61,805
+1,191
+2% +$212K
IWL icon
741
iShares Russell Top 200 ETF
IWL
$2.16B
$11.9M 0.01%
77,744
-1,796
-2% -$253K
XBJA icon
742
Innovator US Equity Accelerated 9 Buffer ETF January
XBJA
$88M
$11.8M 0.01%
390,203
– –
BRX icon
743
Brixmor Property Group
BRX
$9.95B
$11.7M 0.01%
450,185
-7,989
-2% -$203K
RPV icon
744
Invesco S&P 500 Pure Value ETF
RPV
$1.61B
$11.6M 0.01%
124,054
-1,038
-0.8% -$93.2K
RPM icon
745
RPM International
RPM
$13.7B
$11.5M 0.01%
104,458
-17,331
-14% -$1.91M
SUSA icon
746
iShares ESG Optimized MSCI USA ETF
SUSA
$3.98B
$11.4M 0.01%
90,082
+11,583
+15% +$1.37M
TH icon
747
Target Hospitality
TH
$1.61B
$11.4M 0.01%
1,603,641
+137,285
+9% +$954K
GRID
748
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$11.4B
$11.4M 0.01%
82,040
+14,111
+21% +$1.75M
XLB icon
749
State Street Materials Select Sector SPDR ETF
XLB
$8.51B
$11.3M 0.01%
258,214
-6,462
-2% -$274K
IRM icon
750
Iron Mountain
IRM
$38.2B
$11.3M 0.01%
110,088
+964
+0.9% +$90.9K
28 29
30
31 32

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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.