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HighTower Advisors

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
Cap. Flow
+$1.59B
Cap. Flow %
1.99%
Top 10 Hldgs %
18.5%
Holding
4,055
New
333
Increased
1,586
Reduced
1,641
Closed
303

Top Buys

Rank Stock Value
1
PLPC icon
Preformed Line Products
PLPC
+$101M
2
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$95.9M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$89.4M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$75.1M
5
META icon
Meta Platforms (Facebook)
META
+$64.4M

Top Sells

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$59.6M
2
CLX icon
Clorox
CLX
+$49.7M
3
V icon
Visa
V
+$43.7M
4
QLTY icon
GMO US Quality ETF
QLTY
+$40.4M
5
GLD icon
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
NTES icon
876
NetEase
NTES
$76.5B
$8.33M 0.01%
61,926
+55,395
+848% +$6.37M
GWW icon
877
W.W. Grainger
GWW
$65.3B
$8.29M 0.01%
7,967
-1,260
-14% -$1.31M
TEL icon
878
TE Connectivity
TEL
$58.8B
$8.28M 0.01%
49,112
-4,252
-8% -$646K
EVRG icon
879
Evergy
EVRG
$20.1B
$8.27M 0.01%
120,037
-4,078
-3% -$274K
BJAN icon
880
Innovator US Equity Buffer ETF January
BJAN
$393M
$8.26M 0.01%
164,560
-440
-0.3% -$20.8K
BBAG icon
881
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
$1.02B
$8.23M 0.01%
178,256
+1,519
+0.9% +$69.3K
NULG icon
882
Nuveen ESG Large-Cap Growth ETF
NULG
$2.67B
$8.22M 0.01%
87,504
-3,430
-4% -$289K
SE icon
883
Sea Limited
SE
$61.2B
$8.21M 0.01%
51,320
-2,344
-4% -$339K
BJUL icon
884
Innovator US Equity Buffer ETF July
BJUL
$289M
$8.19M 0.01%
173,845
-110
-0.1% -$4.83K
IGIB icon
885
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.3B
$8.17M 0.01%
153,283
-18,875
-11% -$985K
AAAU icon
886
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.46B
$8.17M 0.01%
249,913
-853
-0.3% -$27.7K
TTGT icon
887
TechTarget
TTGT
$246M
$8.15M 0.01%
1,049,403
-297,382
-22% -$2.37M
IBHF icon
888
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
$834M
$8.13M 0.01%
349,866
+8,658
+3% +$200K
VPU
889
Vanguard Utilities ETF
VPU
$8.83B
$8.12M 0.01%
46,008
+3,324
+8% +$573K
BUFB icon
890
Innovator Laddered Allocation Buffer ETF
BUFB
$314M
$8.1M 0.01%
239,204
+41,420
+21% +$1.32M
IBHG icon
891
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
$500M
$8.1M 0.01%
359,543
-127,077
-26% -$2.83M
BAPR icon
892
Innovator US Equity Buffer ETF April
BAPR
$403M
$8.1M 0.01%
179,339
+3,610
+2% +$155K
TCAF icon
893
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$7.81B
$8.1M 0.01%
229,565
+1,105
+0.5% +$36.2K
UDN icon
894
Invesco DB US Dollar Index Bearish Fund
UDN
$107M
$8.06M 0.01%
426,233
+249,327
+141% +$4.57M
VRIG icon
895
Invesco Variable Rate Investment Grade ETF
VRIG
$1.77B
$8.03M 0.01%
320,425
-18,804
-6% -$471K
STEL
896
DELISTED
Stellar Bancorp
STEL
$8.01M 0.01%
286,171
+7,247
+3% +$193K
SPOK icon
897
Spok Holdings
SPOK
$221M
$8.01M 0.01%
452,809
-69,842
-13% -$1.13M
IBMN
898
DELISTED
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
$7.97M 0.01%
297,937
-24,688
-8% -$659K
CGGO icon
899
Capital Group Global Growth Equity ETF
CGGO
$11.2B
$7.96M 0.01%
248,985
+40,442
+19% +$1.19M
ARES icon
900
Ares Management
ARES
$28.5B
$7.92M 0.01%
45,723
-3,128
-6% -$495K
34 35
36
37 38

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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.