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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 | |
|---|---|---|---|---|---|---|
851
Carlisle Companies
CSL
$13.6B
| $8.88M | 0.01% |
23,780
+527
| +2% | +$196K |
|
852
FNB Corp
FNB
$6.78B
| $8.88M | 0.01% |
608,925
-7,054
| -1% | -$95.4K |
|
853
iShares MSCI Germany ETF
EWG
$1.5B
| $8.87M | 0.01% |
209,757
-38,123
| -15% | -$1.52M |
|
854
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.22B
| $8.84M | 0.01% |
105,213
+9,751
| +10% | +$798K |
|
855
Coinbase
COIN
$41.7B
| $8.8M | 0.01% |
25,117
+2,878
| +13% | +$673K |
|
856
Kraft Heinz
KHC
$30.4B
| $8.77M | 0.01% |
339,807
+16,646
| +5% | +$462K |
|
857
British American Tobacco
BTI
$132B
| $8.76M | 0.01% |
185,178
-3,659
| -2% | -$162K |
|
858
Monster Beverage
MNST
$91.4B
| $8.76M | 0.01% |
139,867
+80,118
| +134% | +$4.9M |
|
859
WisdomTree International SmallCap Dividend Fund
DLS
$1.04B
| $8.73M | 0.01% |
116,177
-157
| -0.1% | -$11K |
|
860
First Trust Dorsey Wright Focus 5 ETF
FV
$3.61B
| $8.72M | 0.01% |
147,094
-38,614
| -21% | -$2.15M |
|
861
Edwards Lifesciences
EW
$47.6B
| $8.69M | 0.01% |
111,135
-30,695
| -22% | -$2.29M |
|
862
BP
BP
$113B
| $8.67M | 0.01% |
289,589
+707
| +0.2% | +$20.7K |
|
863
Burford Capital
BUR
$907M
| $8.64M | 0.01% |
605,617
+40,468
| +7% | +$529K |
|
864
Black Stone Minerals
BSM
$3.11B
| $8.58M | 0.01% |
655,630
+252,729
| +63% | +$3.49M |
|
865
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.25B
| $8.55M | 0.01% |
372,840
-1,403
| -0.4% | -$32.1K |
|
866
Stride
LRN
$3.69B
| $8.55M | 0.01% |
58,860
+12,861
| +28% | +$1.86M |
|
867
Fidelity MSCI Utilities Index ETF
FUTY
$2.41B
| $8.54M | 0.01% |
162,385
-88,690
| -35% | -$4.56M |
|
868
Barclays
BCS
$94.1B
| $8.52M | 0.01% |
458,309
-76,235
| -14% | -$1.26M |
|
869
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$579M
| $8.46M | 0.01% |
329,979
-14,649
| -4% | -$374K |
|
870
Joby Aviation
JOBY
$6.82B
| $8.45M | 0.01% |
800,693
-21,936
| -3% | -$159K |
|
871
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.47B
| $8.42M | 0.01% |
60,954
-15,524
| -20% | -$2.07M |
|
872
iShares MSCI KLD 400 Social ETF
DSI
$5.19B
| $8.4M | 0.01% |
72,323
-1,031
| -1% | -$110K |
|
873
State Street Fixed Income Sector Rotation ETF
FISR
$484M
| $8.38M | 0.01% |
324,287
+58,929
| +22% | +$1.5M |
|
874
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.33B
| $8.35M | 0.01% |
84,904
+2,271
| +3% | +$206K |
|
875
Entergy
ETR
$54.1B
| $8.34M | 0.01% |
100,383
-439
| -0.4% | -$36.3K |
|
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.