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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 | |
|---|---|---|---|---|---|---|
801
PGIM Ultra Short Bond ETF
PULS
$17.7B
| $9.86M | 0.01% |
198,181
+5,100
| +3% | +$253K |
|
802
Invesco S&P MidCap Momentum ETF
XMMO
$7.39B
| $9.82M | 0.01% |
76,373
+55,627
| +268% | +$6.65M |
|
803
Innovator US Equity Power Buffer ETF April
PAPR
$946M
| $9.82M | 0.01% |
263,404
+20,768
| +9% | +$746K |
|
804
M&T Bank
MTB
$36.2B
| $9.79M | 0.01% |
50,468
-4,875
| -9% | -$860K |
|
805
Golub Capital BDC
GBDC
$3.33B
| $9.77M | 0.01% |
666,635
-31,281
| -4% | -$455K |
|
806
Gartner
IT
$9.41B
| $9.75M | 0.01% |
24,116
-1,176
| -5% | -$492K |
|
|
GARP
807
iShares MSCI USA Quality GARP ETF
GARP
$2.51B
| $9.74M | 0.01% |
161,312
-6,592
| -4% | -$359K |
|
808
Black Hills Corp
BKH
$5.73B
| $9.73M | 0.01% |
173,395
-15,090
| -8% | -$884K |
|
809
KBR
KBR
$4.68B
| $9.72M | 0.01% |
202,837
+2,066
| +1% | +$107K |
|
810
Yum! Brands
YUM
$41B
| $9.72M | 0.01% |
65,609
+592
| +0.9% | +$86.4K |
|
811
Lindsay Corp
LNN
$1.16B
| $9.72M | 0.01% |
67,362
+60,772
| +922% | +$8.12M |
|
812
Rexford Industrial Realty
REXR
$8.7B
| $9.72M | 0.01% |
273,150
+254,409
| +1,357% | +$8.88M |
|
813
ProShares S&P 500 High Income ETF
ISPY
$1.23B
| $9.71M | 0.01% |
+228,960
| New | +$9.16M |
|
814
Ametek
AME
$55.5B
| $9.65M | 0.01% |
53,344
+522
| +1% | +$89.8K |
|
|
EVSD
815
Eaton Vance Short Duration Income ETF
EVSD
$1.34B
| $9.64M | 0.01% |
188,598
-8,959
| -5% | -$456K |
|
816
VanEck Semiconductor ETF
SMH
$67.6B
| $9.59M | 0.01% |
34,402
-1,752
| -5% | -$406K |
|
817
DuPont de Nemours
DD
$18.6B
| $9.58M | 0.01% |
111,302
-10,332
| -8% | -$859K |
|
818
Royal Bank of Canada
RY
$291B
| $9.55M | 0.01% |
72,581
-34,091
| -32% | -$4.17M |
|
819
ResMed
RMD
$28.3B
| $9.55M | 0.01% |
37,005
-2,669
| -7% | -$637K |
|
820
VanEck Junior Gold Miners ETF
GDXJ
$7.06B
| $9.54M | 0.01% |
141,115
+17,375
| +14% | +$1.1M |
|
821
Workday
WDAY
$33.4B
| $9.54M | 0.01% |
39,737
+9,699
| +32% | +$2.36M |
|
822
Coupang
CPNG
$27.8B
| $9.53M | 0.01% |
318,000
+31,137
| +11% | +$798K |
|
823
Innovator US Equity Power Buffer ETF October
POCT
$963M
| $9.44M | 0.01% |
228,616
-3,615
| -2% | -$143K |
|
824
Avantis US Large Cap Equity ETF
AVLC
$1.34B
| $9.43M | 0.01% |
132,723
+9,032
| +7% | +$593K |
|
825
iShares Select U.S. REIT ETF
ICF
$2.12B
| $9.39M | 0.01% |
153,558
+13,368
| +10% | +$810K |
|
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.