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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 | |
|---|---|---|---|---|---|---|
|
TXUE
826
Thornburg International Equity ETF
TXUE
$519M
| $9.37M | 0.01% |
317,140
+216,442
| +215% | +$6.01M |
|
827
iShares International Equity Factor ETF
INTF
$3.54B
| $9.37M | 0.01% |
273,723
+13,234
| +5% | +$430K |
|
828
L3Harris
LHX
$55.9B
| $9.35M | 0.01% |
37,289
-12,953
| -26% | -$2.98M |
|
829
W.R. Berkley
WRB
$28B
| $9.32M | 0.01% |
126,872
+480
| +0.4% | +$34.4K |
|
830
Regions Financial
RF
$26.3B
| $9.31M | 0.01% |
395,991
+9,629
| +2% | +$204K |
|
831
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
$404M
| $9.3M | 0.01% |
139,726
-6,176
| -4% | -$402K |
|
|
ZAUG
832
Innovator Equity Defined Protection ETF - 1 Yr August
ZAUG
$97.4M
| $9.27M | 0.01% |
359,807
| – | – |
|
|
TOPT
833
iShares Top 20 U.S. Stocks ETF
TOPT
$662M
| $9.23M | 0.01% |
+338,120
| New | +$8.41M |
|
834
Weyerhaeuser
WY
$17.3B
| $9.2M | 0.01% |
358,155
+2,077
| +0.6% | +$54.4K |
|
835
PPG Industries
PPG
$25.9B
| $9.19M | 0.01% |
80,825
+12,745
| +19% | +$1.38M |
|
836
Charter Communications
CHTR
$14.7B
| $9.17M | 0.01% |
22,434
-4,682
| -17% | -$1.79M |
|
837
HealthEquity
HQY
$7.91B
| $9.17M | 0.01% |
87,512
-274
| -0.3% | -$26K |
|
838
MaxLinear
MXL
$6.49B
| $9.17M | 0.01% |
645,134
-32,429
| -5% | -$374K |
|
839
Schwab Short-Term US Treasury ETF
SCHO
$12.7B
| $9.16M | 0.01% |
375,574
+40,029
| +12% | +$973K |
|
840
Janus Henderson Short Duration Income ETF
VNLA
$3.33B
| $9.15M | 0.01% |
186,029
+21,706
| +13% | +$1.06M |
|
841
NRG Energy
NRG
$29.8B
| $9.09M | 0.01% |
56,618
+12,959
| +30% | +$1.71M |
|
842
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.84B
| $9.09M | 0.01% |
91,438
+6,760
| +8% | +$671K |
|
843
American International
AIG
$41.9B
| $9.06M | 0.01% |
105,891
-17,019
| -14% | -$1.42M |
|
844
Global X Data Center & Digital Infrastructure ETF
DTCR
$2.16B
| $9.05M | 0.01% |
485,568
+41,767
| +9% | +$711K |
|
845
eBay
EBAY
$48.6B
| $9.03M | 0.01% |
121,223
+1,456
| +1% | +$103K |
|
846
Diageo
DEO
$46.2B
| $8.98M | 0.01% |
89,098
-5,486
| -6% | -$595K |
|
847
iShares Global Materials ETF
MXI
$338M
| $8.96M | 0.01% |
104,848
+2,403
| +2% | +$199K |
|
848
Steel Dynamics
STLD
$35.6B
| $8.93M | 0.01% |
69,792
-10,115
| -13% | -$1.29M |
|
849
iShares Global Infrastructure ETF
IGF
$11B
| $8.93M | 0.01% |
150,880
-1,684
| -1% | -$96.1K |
|
850
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.71B
| $8.9M | 0.01% |
65,220
+1,872
| +3% | +$236K |
|
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.