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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 | |
|---|---|---|---|---|---|---|
1001
Vanguard Russell 2000 Growth ETF
VTWG
$1.47B
| $6.26M | 0.01% |
30,036
-421
| -1% | -$80.9K |
|
1002
Alpha Architect International Quantitative Value ETF
IVAL
$214M
| $6.24M | 0.01% |
+223,871
| New | +$5.96M |
|
1003
Agnico Eagle Mines
AEM
$72.6B
| $6.21M | 0.01% |
52,220
-47,691
| -48% | -$5.54M |
|
1004
Goldman Sachs JUST US Large Cap Equity ETF
JUST
$552M
| $6.2M | 0.01% |
70,485
-1,717
| -2% | -$139K |
|
1005
Casey's General Stores
CASY
$31.9B
| $6.2M | 0.01% |
12,143
-934
| -7% | -$430K |
|
1006
PureCycle Technologies
PCT
$1.17B
| $6.17M | 0.01% |
450,545
+3,786
| +0.8% | +$33.5K |
|
1007
Capital Group Core Balanced ETF
CGBL
$7.13B
| $6.17M | 0.01% |
184,414
+14,722
| +9% | +$464K |
|
1008
Mitsubishi UFJ Financial
MUFG
$258B
| $6.14M | 0.01% |
447,180
-38,652
| -8% | -$500K |
|
1009
VanEck High Yield Muni ETF
HYD
$4.44B
| $6.13M | 0.01% |
122,174
+21,427
| +21% | +$1.07M |
|
1010
Deckers Outdoor
DECK
$13.3B
| $6.12M | 0.01% |
59,405
-18,593
| -24% | -$2.06M |
|
|
WCC
1011
WESCO International
WCC
$16.2B
| $6.12M | 0.01% |
33,039
+7,121
| +27% | +$1.17M |
|
1012
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.96B
| $6.11M | 0.01% |
128,535
-13,250
| -9% | -$622K |
|
1013
Pinnacle West Capital
PNW
$12.9B
| $6.1M | 0.01% |
68,145
+2,120
| +3% | +$194K |
|
1014
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$572M
| $6.06M | 0.01% |
81,407
-4,736
| -5% | -$346K |
|
1015
PIMCO Dynamic Income Fund
PDI
$7.4B
| $6.05M | 0.01% |
318,942
+30,567
| +11% | +$569K |
|
1016
AvalonBay Communities
AVB
$27.1B
| $6.05M | 0.01% |
29,708
-1,688
| -5% | -$345K |
|
1017
Innovator Growth-100 Power Buffer ETF July
NJUL
$244M
| $6.04M | 0.01% |
88,685
+3,694
| +4% | +$231K |
|
1018
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.4B
| $6.02M | 0.01% |
199,514
+23,811
| +14% | +$714K |
|
1019
ICICI Bank
IBN
$106B
| $6.02M | 0.01% |
178,967
-6,788
| -4% | -$225K |
|
1020
Hewlett Packard
HPE
$63.2B
| $6.01M | 0.01% |
294,006
-1,730
| -0.6% | -$29K |
|
1021
Flutter Entertainment
FLUT
$17.6B
| $6M | 0.01% |
21,005
-4,190
| -17% | -$1.03M |
|
1022
Global X US Preferred ETF
PFFD
$2.13B
| $5.99M | 0.01% |
317,869
-21,161
| -6% | -$394K |
|
1023
Alpha Architect 1-3 Month Box ETF
BOXX
$13.1B
| $5.99M | 0.01% |
53,116
+1,875
| +4% | +$210K |
|
1024
Corpay
CPAY
$24.2B
| $5.97M | 0.01% |
17,994
-838
| -4% | -$273K |
|
1025
Applovin
APP
$132B
| $5.93M | 0.01% |
16,930
-1,685
| -9% | -$546K |
|
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.