We are live on
!
Find out more
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 | |
|---|---|---|---|---|---|---|
776
Invesco Semiconductors ETF
PSI
$2.44B
| $10.6M | 0.01% |
176,111
+171,702
| +3,894% | +$8.64M |
|
777
SBA Communications
SBAC
$18.4B
| $10.5M | 0.01% |
44,851
-969
| -2% | -$222K |
|
778
Ford
F
$57.3B
| $10.5M | 0.01% |
968,010
-54,143
| -5% | -$551K |
|
779
Hubbell
HUBB
$25.7B
| $10.4M | 0.01% |
25,439
-2,488
| -9% | -$922K |
|
780
PGIM Short Duration High Yield ETF
PSH
$168M
| $10.4M | 0.01% |
204,514
-4,597
| -2% | -$230K |
|
781
Airbnb
ABNB
$83.7B
| $10.3M | 0.01% |
78,083
-110,044
| -58% | -$13.9M |
|
782
Direxion Auspice Broad Commodity Strategy ETF
COM
$204M
| $10.3M | 0.01% |
373,135
+9,150
| +3% | +$259K |
|
783
Brookfield Asset Management
BAM
$74B
| $10.3M | 0.01% |
186,697
+42,017
| +29% | +$2.26M |
|
784
Innovator US Equity Power Buffer ETF September
PSEP
$842M
| $10.3M | 0.01% |
252,392
-267,667
| -51% | -$10.4M |
|
785
iShares US Medical Devices ETF
IHI
$3.02B
| $10.3M | 0.01% |
163,862
+16,503
| +11% | +$992K |
|
786
GE HealthCare
GEHC
$27.6B
| $10.2M | 0.01% |
137,918
+12
| +0% | +$835 |
|
787
iShares Short Maturity Bond ETF
NEAR
$4.8B
| $10.2M | 0.01% |
199,768
+5,924
| +3% | +$301K |
|
788
Invesco S&P 500 Low Volatility ETF
SPLV
$7.2B
| $10.2M | 0.01% |
140,045
+8,324
| +6% | +$603K |
|
789
iShares MSCI USA Value Factor ETF
VLUE
$9.4B
| $10.2M | 0.01% |
89,792
+1,476
| +2% | +$156K |
|
790
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.3B
| $10.1M | 0.01% |
125,796
-29,653
| -19% | -$2.34M |
|
791
NetApp
NTAP
$32.9B
| $10.1M | 0.01% |
95,008
+58,291
| +159% | +$5.53M |
|
792
Nucor
NUE
$56.4B
| $10.1M | 0.01% |
77,742
+4,408
| +6% | +$515K |
|
793
Xcel Energy
XEL
$51B
| $10M | 0.01% |
147,354
+44,114
| +43% | +$3.06M |
|
|
NJUN
794
Innovator Growth-100 Power Buffer ETF - June
NJUN
$168M
| $10M | 0.01% |
338,808
| – | – |
|
795
Expedia Group
EXPE
$31.2B
| $9.98M | 0.01% |
59,167
-51,186
| -46% | -$8.3M |
|
796
Republic Services
RSG
$66.7B
| $9.92M | 0.01% |
40,241
+12,920
| +47% | +$3.19M |
|
797
Atmos Energy
ATO
$29.9B
| $9.92M | 0.01% |
64,368
-5,643
| -8% | -$877K |
|
|
GTM
798
ZoomInfo Technologies
GTM
$861M
| $9.9M | 0.01% |
977,816
+395
| +0% | +$3.66K |
|
799
Cognizant
CTSH
$21.5B
| $9.87M | 0.01% |
126,494
-5,197
| -4% | -$398K |
|
800
BridgeBio Pharma
BBIO
$16.5B
| $9.86M | 0.01% |
228,386
+251
| +0.1% | +$9.13K |
|
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.