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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 | |
|---|---|---|---|---|---|---|
976
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
$1.44B
| $6.63M | 0.01% |
250,298
-40,624
| -14% | -$992K |
|
977
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$3.11B
| $6.63M | 0.01% |
214,895
+4,819
| +2% | +$148K |
|
978
Masco
MAS
$16B
| $6.61M | 0.01% |
102,690
-4,905
| -5% | -$309K |
|
979
Vanguard Long-Term Treasury ETF
VGLT
$10.1B
| $6.6M | 0.01% |
117,639
+2,673
| +2% | +$148K |
|
|
LB
980
LandBridge Co
LB
$2.12B
| $6.59M | 0.01% |
97,583
+17,779
| +22% | +$1.28M |
|
981
Fair Isaac
FICO
$28.7B
| $6.59M | 0.01% |
3,607
+2,294
| +175% | +$4.31M |
|
982
DexCom
DXCM
$27.6B
| $6.57M | 0.01% |
75,268
+1,604
| +2% | +$126K |
|
983
Huntington Bancshares
HBAN
$35.1B
| $6.56M | 0.01% |
391,549
+1,506
| +0.4% | +$22.7K |
|
984
Okta
OKTA
$24.1B
| $6.55M | 0.01% |
65,568
+4,222
| +7% | +$451K |
|
985
iShares Biotechnology ETF
IBB
$9.31B
| $6.54M | 0.01% |
51,707
-5,142
| -9% | -$631K |
|
|
CRWV
986
CoreWeave
CRWV
$39.2B
| $6.54M | 0.01% |
+40,108
| New | +$3.7M |
|
|
987
Clorox
CLX
$11.6B
| $6.52M | 0.01% |
54,276
-372,587
| -87% | -$49.7M |
|
988
iShares Global Tech ETF
IXN
$8.7B
| $6.44M | 0.01% |
69,699
-6,209
| -8% | -$503K |
|
989
Cipher Digital
CIFR
$9.47B
| $6.43M | 0.01% |
1,345,510
+1,271,700
| +1,723% | +$4.11M |
|
990
McCormick & Company Non-Voting
MKC
$13.4B
| $6.42M | 0.01% |
84,738
-3,664
| -4% | -$275K |
|
991
Ferrari
RACE
$63.3B
| $6.4M | 0.01% |
13,056
-4,197
| -24% | -$1.95M |
|
992
Watsco Inc
WSO
$14.9B
| $6.36M | 0.01% |
14,411
-1,414
| -9% | -$656K |
|
993
PACCAR
PCAR
$69.6B
| $6.34M | 0.01% |
66,740
-103,321
| -61% | -$9.54M |
|
994
Fidelity MSCI Financials Index ETF
FNCL
$2.35B
| $6.34M | 0.01% |
85,592
-3,354
| -4% | -$233K |
|
995
Innovator US Small Cap Power Buffer ETF July
KJUL
$207M
| $6.33M | 0.01% |
216,716
-236,152
| -52% | -$6.61M |
|
996
State Street SPDR S&P Biotech ETF
XBI
$10.2B
| $6.32M | 0.01% |
76,190
-10,837
| -12% | -$865K |
|
997
American Century Short Duration Strategic Income ETF
SDSI
$238M
| $6.31M | 0.01% |
122,612
-4,207
| -3% | -$215K |
|
|
AJUL
998
Innovator Equity Defined Protection ETF - 2 Yr to July 2028
AJUL
$61.4M
| $6.28M | 0.01% |
225,035
| – | – |
|
999
State Street
STT
$50.9B
| $6.28M | 0.01% |
59,056
-1,343
| -2% | -$124K |
|
1000
T. Rowe Price US Equity Research ETF
TSPA
$4.1B
| $6.27M | 0.01% |
161,306
+52,753
| +49% | +$1.9M |
|
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.