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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 | |
|---|---|---|---|---|---|---|
951
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.67B
| $7.1M | 0.01% |
363,980
+3,505
| +1% | +$68.3K |
|
952
EQT Corp
EQT
$33.2B
| $7.1M | 0.01% |
121,749
+36,042
| +42% | +$1.94M |
|
953
Sprott Physical Silver Trust
PSLV
$11.9B
| $7.1M | 0.01% |
579,977
+139,893
| +32% | +$1.58M |
|
954
iShares MSCI Australia ETF
EWA
$1.34B
| $7.03M | 0.01% |
267,130
+51,467
| +24% | +$1.28M |
|
955
iShares US Infrastructure ETF
IFRA
$4.65B
| $7.03M | 0.01% |
142,860
+24,060
| +20% | +$1.12M |
|
956
Quest Diagnostics
DGX
$25.1B
| $6.99M | 0.01% |
38,936
+10,000
| +35% | +$1.74M |
|
957
CMS Energy
CMS
$23.1B
| $6.99M | 0.01% |
100,934
+14,011
| +16% | +$998K |
|
958
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$3.48B
| $6.98M | 0.01% |
282,398
+2,163
| +0.8% | +$50.9K |
|
959
Cemex
CX
$17.4B
| $6.95M | 0.01% |
1,003,344
+257,366
| +35% | +$1.63M |
|
960
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
$249M
| $6.93M | 0.01% |
231,082
+2,302
| +1% | +$69.4K |
|
961
iShares MSCI Switzerland ETF
EWL
$2.12B
| $6.91M | 0.01% |
126,110
+6,172
| +5% | +$330K |
|
962
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
$299M
| $6.91M | 0.01% |
129,828
-2,111
| -2% | -$106K |
|
963
iShares Cybersecurity and Tech ETF
IHAK
$994M
| $6.91M | 0.01% |
129,798
+3,457
| +3% | +$172K |
|
964
FirstEnergy
FE
$28.9B
| $6.88M | 0.01% |
171,006
+18,666
| +12% | +$770K |
|
965
Invesco S&P 500 Equal Weight Communication Services ETF
RSPC
$55.7M
| $6.88M | 0.01% |
179,752
+8
| +0% | +$284 |
|
966
Teradyne
TER
$54.8B
| $6.82M | 0.01% |
75,791
+63,263
| +505% | +$5.05M |
|
967
Trade Desk
TTD
$8.13B
| $6.8M | 0.01% |
94,416
+2,398
| +3% | +$153K |
|
968
Agilent Technologies
A
$39.1B
| $6.77M | 0.01% |
57,377
-10,300
| -15% | -$1.14M |
|
969
Columbia EM Core ex-China ETF
XCEM
$1.9B
| $6.76M | 0.01% |
197,700
-7,622
| -4% | -$238K |
|
970
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.15B
| $6.75M | 0.01% |
103,236
-1,370
| -1% | -$87.3K |
|
971
Flex
FLEX
$43.4B
| $6.72M | 0.01% |
134,589
-3,819
| -3% | -$149K |
|
|
TPH
972
DELISTED
Tri Pointe Homes
TPH
| $6.71M | 0.01% |
210,104
+8,730
| +4% | +$268K |
|
973
Innovator US Equity Power Buffer ETF February
PFEB
$914M
| $6.71M | 0.01% |
176,465
+20,381
| +13% | +$740K |
|
974
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.58B
| $6.66M | 0.01% |
339,004
-60,853
| -15% | -$1.19M |
|
975
Innovator US Equity Power Buffer ETF November
PNOV
$879M
| $6.63M | 0.01% |
167,698
-11,064
| -6% | -$417K |
|
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.