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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
QCOM icon
76
Qualcomm
QCOM
$176B
$214M 0.27%
1,343,949
+40,977
+3% +$6.03M
GS icon
77
Goldman Sachs
GS
$313B
$214M 0.27%
302,206
+4,008
+1% +$2.32M
TFC icon
78
Truist Financial
TFC
$63.2B
$212M 0.27%
4,940,958
+335,490
+7% +$13.1M
AGG icon
79
iShares Core US Aggregate Bond ETF
AGG
$138B
$211M 0.26%
2,131,014
+116,964
+6% +$11.5M
AMGN icon
80
Amgen
AMGN
$204B
$210M 0.26%
752,480
+24,505
+3% +$6.94M
IVW icon
81
iShares S&P 500 Growth ETF
IVW
$72.5B
$207M 0.26%
1,875,636
+96,656
+5% +$9.57M
VB icon
82
Vanguard Small-Cap ETF
VB
$79.5B
$204M 0.26%
859,492
-56,096
-6% -$12.5M
MS icon
83
Morgan Stanley
MS
$337B
$203M 0.25%
1,464,109
+70,568
+5% +$8.67M
AEP icon
84
American Electric Power
AEP
$73.8B
$198M 0.25%
1,910,288
+3,453
+0.2% +$359K
DFUV icon
85
Dimensional US Marketwide Value ETF
DFUV
$15.4B
$194M 0.24%
4,588,718
-184,739
-4% -$7.42M
IWD icon
86
iShares Russell 1000 Value ETF
IWD
$82B
$193M 0.24%
994,176
+17,058
+2% +$3.16M
PM icon
87
Philip Morris
PM
$302B
$193M 0.24%
1,059,108
-1,091
-0.1% -$187K
LMT icon
88
Lockheed Martin
LMT
$134B
$191M 0.24%
413,137
+13,355
+3% +$6.25M
SIXL icon
89
ETC 6 Meridian Low Beta Equity ETF
SIXL
$198M
$187M 0.23%
5,110,378
+87,820
+2% +$3.21M
SCHB icon
90
Schwab US Broad Market ETF
SCHB
$42.7B
$184M 0.23%
7,738,339
-196,259
-2% -$4.32M
GILD icon
91
Gilead Sciences
GILD
$162B
$184M 0.23%
1,662,423
-39,987
-2% -$4.26M
IEMG icon
92
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$184M 0.23%
3,065,687
-126,668
-4% -$7.07M
KO icon
93
Coca-Cola
KO
$354B
$184M 0.23%
2,594,520
-46,775
-2% -$3.33M
VONG icon
94
Vanguard Russell 1000 Growth ETF
VONG
$42.5B
$184M 0.23%
1,680,954
+91,430
+6% +$9M
JEPI icon
95
JPMorgan Equity Premium Income ETF
JEPI
$45.3B
$181M 0.23%
3,184,738
-543,600
-15% -$30.1M
MUB icon
96
iShares National Muni Bond ETF
MUB
$45.1B
$181M 0.23%
1,729,999
+138,391
+9% +$14.4M
VYM icon
97
Vanguard High Dividend Yield ETF
VYM
$81.1B
$175M 0.22%
1,314,693
+21,445
+2% +$2.72M
AVDE icon
98
Avantis International Equity ETF
AVDE
$17.7B
$175M 0.22%
2,366,031
-163,366
-6% -$11.4M
SPMD icon
99
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.3B
$174M 0.22%
3,206,368
+242,156
+8% +$12.5M
ETN icon
100
Eaton
ETN
$156B
$174M 0.22%
487,883
+34,379
+8% +$10.6M
2 3
4
5 6

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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.