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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 | |
|---|---|---|---|---|---|---|
901
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.59B
| $7.9M | 0.01% |
83,953
+43,776
| +109% | +$3.86M |
|
902
iShares MSCI France ETF
EWQ
$324M
| $7.89M | 0.01% |
184,304
+12,069
| +7% | +$498K |
|
903
Jacobs Solutions
J
$15.9B
| $7.84M | 0.01% |
59,624
+193
| +0.3% | +$23.8K |
|
904
DoorDash
DASH
$75.3B
| $7.82M | 0.01% |
31,736
+3,765
| +13% | +$755K |
|
905
Datadog
DDOG
$87.9B
| $7.81M | 0.01% |
58,170
+11,508
| +25% | +$1.27M |
|
906
First Trust North American Energy Infrastructure Fund
EMLP
$4.18B
| $7.78M | 0.01% |
207,308
+7,686
| +4% | +$281K |
|
907
Calix
CALX
$2.27B
| $7.77M | 0.01% |
146,006
+26,753
| +22% | +$1.14M |
|
908
BHP
BHP
$213B
| $7.73M | 0.01% |
160,646
+20,016
| +14% | +$962K |
|
909
iShares Russell 2500 ETF
SMMD
$3.58B
| $7.69M | 0.01% |
113,403
-10,842
| -9% | -$687K |
|
910
Vertiv
VRT
$112B
| $7.63M | 0.01% |
59,438
+8,788
| +17% | +$855K |
|
911
AZZ Inc
AZZ
$4.5B
| $7.63M | 0.01% |
80,761
+2,238
| +3% | +$197K |
|
912
Range Resources
RRC
$9.11B
| $7.62M | 0.01% |
187,447
-26,678
| -12% | -$1.01M |
|
913
iShares Broad USD High Yield Corporate Bond ETF
USHY
$28.9B
| $7.62M | 0.01% |
203,181
+153,344
| +308% | +$5.62M |
|
914
Amplify Blockchain Technology ETF
BLOK
$1.1B
| $7.62M | 0.01% |
133,423
+8,647
| +7% | +$391K |
|
915
Innovator Laddered Allocation Power Buffer ETF
BUFF
$895M
| $7.61M | 0.01% |
161,890
+14,049
| +10% | +$629K |
|
916
Innovator US Equity Buffer ETF October
BOCT
$283M
| $7.58M | 0.01% |
166,720
-17,816
| -10% | -$761K |
|
917
State Street SPDR S&P Regional Banking ETF
KRE
$4.86B
| $7.57M | 0.01% |
127,434
+29,978
| +31% | +$1.67M |
|
918
PGIM AAA CLO ETF
PAAA
$10.6B
| $7.57M | 0.01% |
147,081
+26,111
| +22% | +$1.34M |
|
919
Equinor
EQNR
$95.9B
| $7.56M | 0.01% |
300,860
+198,813
| +195% | +$4.81M |
|
920
WisdomTree Japan SmallCap Dividend Fund
DFJ
$385M
| $7.55M | 0.01% |
88,061
+41,618
| +90% | +$3.42M |
|
921
Toast
TOST
$16.8B
| $7.54M | 0.01% |
170,349
-17,917
| -10% | -$704K |
|
922
Schwab International Small-Cap Equity ETF
SCHC
$5.36B
| $7.5M | 0.01% |
176,195
-1,055
| -0.6% | -$40.9K |
|
923
Royalty Pharma
RPRX
$26.1B
| $7.43M | 0.01% |
206,114
+34,720
| +20% | +$1.15M |
|
924
Warner Music
WMG
$13.8B
| $7.41M | 0.01% |
272,163
-5,567
| -2% | -$155K |
|
925
NVR
NVR
$17.2B
| $7.36M | 0.01% |
996
-32
| -3% | -$229K |
|
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.