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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 | |
|---|---|---|---|---|---|---|
751
iShares Global Healthcare ETF
IXJ
$4.11B
| $11.3M | 0.01% |
131,116
+2,691
| +2% | +$232K |
|
|
GRMN
752
Garmin
GRMN
$46.9B
| $11.3M | 0.01% |
53,982
-826
| -2% | -$164K |
|
753
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.7B
| $11.3M | 0.01% |
445,324
+20,065
| +5% | +$498K |
|
754
Carnival Corporation Ltd
CCL
$36.1B
| $11.2M | 0.01% |
397,181
+261,575
| +193% | +$5.6M |
|
755
iShares MSCI USA Momentum Factor ETF
MTUM
$25.5B
| $11.1M | 0.01% |
46,383
+12,066
| +35% | +$2.63M |
|
756
iShares MSCI United Kingdom ETF
EWU
$4.04B
| $11.1M | 0.01% |
280,483
+13,596
| +5% | +$523K |
|
757
Seagate
STX
$193B
| $11.1M | 0.01% |
77,072
+1,613
| +2% | +$167K |
|
758
VanEck Merk Gold Trust
OUNZ
$2.51B
| $11.1M | 0.01% |
348,580
-15,223
| -4% | -$482K |
|
759
Invesco S&P 500 GARP ETF
SPGP
$2.18B
| $11.1M | 0.01% |
103,126
-55,369
| -35% | -$5.52M |
|
760
Innovator International Developed Power Buffer ETF January
IJAN
$257M
| $11.1M | 0.01% |
324,671
+226,258
| +230% | +$7.44M |
|
761
Expeditors International
EXPD
$22.9B
| $11M | 0.01% |
96,111
+17,381
| +22% | +$1.95M |
|
762
Jabil
JBL
$32.8B
| $10.9M | 0.01% |
50,141
-12,936
| -21% | -$2.1M |
|
763
First Trust Capital Strength ETF
FTCS
$7.88B
| $10.9M | 0.01% |
119,784
-3,041
| -2% | -$271K |
|
764
Hartford Financial Services
HIG
$38.5B
| $10.9M | 0.01% |
85,718
-3,961
| -4% | -$492K |
|
765
Overlay Shares Core Bond ETF
OVB
$47.2M
| $10.8M | 0.01% |
527,393
+1,762
| +0.3% | +$35.4K |
|
766
GSK
GSK
$103B
| $10.8M | 0.01% |
281,770
-5,277
| -2% | -$202K |
|
|
BSCP
767
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
| $10.8M | 0.01% |
522,425
-7,356
| -1% | -$152K |
|
768
WisdomTree US MidCap Fund
EZM
$937M
| $10.8M | 0.01% |
174,756
-1,673
| -0.9% | -$98.5K |
|
|
BGB
769
Blackstone Strategic Credit 2027 Term Fund
BGB
$500M
| $10.8M | 0.01% |
888,803
+13,459
| +2% | +$159K |
|
770
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.36B
| $10.7M | 0.01% |
212,366
-7,823
| -4% | -$393K |
|
771
Fidelity MSCI Industrials Index ETF
FIDU
$2.34B
| $10.7M | 0.01% |
138,329
+59,466
| +75% | +$4.25M |
|
772
Avantis Emerging Markets Value ETF
AVES
$1.43B
| $10.7M | 0.01% |
200,262
+4,247
| +2% | +$210K |
|
773
iShares US Equity Factor ETF
LRGF
$3.52B
| $10.7M | 0.01% |
166,162
-2,982
| -2% | -$177K |
|
774
State Street Multi-Asset Real Return ETF
RLY
$1.26B
| $10.6M | 0.01% |
364,177
+55,601
| +18% | +$1.58M |
|
775
Brookfield
BN
$102B
| $10.6M | 0.01% |
256,778
-2,637
| -1% | -$97.7K |
|
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.