We are live on ! Find out more
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
DKNG icon
926
DraftKings
DKNG
$11.4B
$7.34M 0.01%
171,034
-22,863
-12% -$820K
PPL
927
PPL Corp
PPL
$27.3B
$7.31M 0.01%
215,839
-1,486
-0.7% -$51.7K
JAJL
928
Innovator Equity Defined Protection ETF - 6mo Jan/Jul
JAJL
$258M
$7.31M 0.01%
259,457
-292
-0.1% -$8.01K
PAA icon
929
Plains All American Pipeline
PAA
$17.4B
$7.29M 0.01%
398,179
-23,656
-6% -$413K
NULV icon
930
Nuveen ESG Large-Cap Value ETF
NULV
$2.16B
$7.29M 0.01%
173,881
+771
+0.4% +$30.7K
FLKR icon
931
Franklin FTSE South Korea ETF
FLKR
$1.27B
$7.28M 0.01%
297,750
+177
+0.1% +$3.62K
EXG icon
932
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.91B
$7.28M 0.01%
831,569
+81,128
+11% +$671K
ACA icon
933
Arcosa
ACA
$7.12B
$7.27M 0.01%
83,803
+2,959
+4% +$248K
EXR icon
934
Extra Space Storage
EXR
$31.2B
$7.26M 0.01%
49,265
+5,624
+13% +$818K
ACGL icon
935
Arch Capital
ACGL
$36.1B
$7.25M 0.01%
79,607
-12,674
-14% -$1.17M
BKCI icon
936
BNY Mellon Concentrated International ETF
BKCI
$131M
$7.23M 0.01%
140,818
+8,384
+6% +$413K
PDN icon
937
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN
$349M
$7.23M 0.01%
185,685
-1,644
-0.9% -$58.9K
DLY
938
DoubleLine Yield Opportunities Fund
DLY
$671M
$7.22M 0.01%
463,403
+8,708
+2% +$134K
DVN icon
939
Devon Energy
DVN
$51.9B
$7.22M 0.01%
227,023
-378,590
-63% -$12.1M
CART icon
940
Maplebear
CART
$9.92B
$7.18M 0.01%
158,633
+3,556
+2% +$155K
OACC
941
Oaktree Acquisition Corp III Life Sciences
OACC
$263M
$7.18M 0.01%
686,693
+549,704
+401% +$5.7M
PSTP icon
942
Innovator Power Buffer Step-Up Strategy ETF
PSTP
$132M
$7.17M 0.01%
214,735
+10,571
+5% +$337K
STGW icon
943
Stagwell
STGW
$1.84B
$7.17M 0.01%
1,592,476
– –
PDO
944
PIMCO Dynamic Income Opportunities Fund
PDO
$1.84B
$7.16M 0.01%
531,490
+96,867
+22% +$1.29M
QLD icon
945
ProShares Ultra QQQ
QLD
$12.6B
$7.16M 0.01%
121,698
+5,812
+5% +$282K
BTAL icon
946
AGF US Market Neutral Anti-Beta Fund
BTAL
$305M
$7.16M 0.01%
404,628
+8,572
+2% +$167K
GSST icon
947
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1.55B
$7.16M 0.01%
141,576
+9,889
+8% +$498K
IAI icon
948
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.36B
$7.16M 0.01%
42,303
+3,661
+9% +$541K
LULU icon
949
lululemon athletica
LULU
$13B
$7.15M 0.01%
30,103
-23,202
-44% -$6.39M
OSW icon
950
OneSpaWorld
OSW
$2.67B
$7.14M 0.01%
350,066
+206,707
+144% +$3.79M
36 37
38
39 40

Similar funds

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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.