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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 | |
|---|---|---|---|---|---|---|
1026
Virtu Financial
VIRT
$5.17B
| $5.9M | 0.01% |
131,805
-2,777
| -2% | -$112K |
|
1027
Innovator US Equity Power Buffer ETF January
PJAN
$1.43B
| $5.88M | 0.01% |
133,496
-4,444
| -3% | -$187K |
|
1028
State Street US Sector Rotation ETF
XLSR
$1B
| $5.86M | 0.01% |
106,620
+16,380
| +18% | +$837K |
|
1029
J.M. Smucker
SJM
$12.8B
| $5.85M | 0.01% |
59,583
-1,331
| -2% | -$146K |
|
|
QXO
1030
QXO Inc
QXO
$14.5B
| $5.85M | 0.01% |
271,535
+44,325
| +20% | +$728K |
|
1031
Innovator US Equity Power Buffer ETF March
PMAR
$756M
| $5.82M | 0.01% |
137,896
-19,334
| -12% | -$781K |
|
1032
Microchip Technology
MCHP
$41.6B
| $5.82M | 0.01% |
82,750
-3,898
| -4% | -$214K |
|
|
CYBR
1033
DELISTED
CyberArk
CYBR
| $5.81M | 0.01% |
14,284
+399
| +3% | +$145K |
|
1034
Sony
SONY
$131B
| $5.8M | 0.01% |
222,792
+2,562
| +1% | +$64.1K |
|
1035
Nelnet
NNI
$4.84B
| $5.77M | 0.01% |
47,642
+1,989
| +4% | +$222K |
|
1036
RELX
RELX
$62.4B
| $5.76M | 0.01% |
106,047
-2,300
| -2% | -$122K |
|
1037
Dick's Sporting Goods
DKS
$18.3B
| $5.73M | 0.01% |
28,972
+2,222
| +8% | +$412K |
|
1038
Howmet Aerospace
HWM
$115B
| $5.73M | 0.01% |
30,759
+788
| +3% | +$121K |
|
|
ANSS
1039
DELISTED
Ansys
ANSS
| $5.71M | 0.01% |
16,262
-1,117
| -6% | -$366K |
|
|
FITB
1040
Fifth Third Bancorp
FITB
$52B
| $5.69M | 0.01% |
138,348
-61,165
| -31% | -$2.3M |
|
|
UDEC
1041
Innovator US Equity Ultra Buffer ETF December
UDEC
$248M
| $5.69M | 0.01% |
156,146
+87,918
| +129% | +$3.06M |
|
|
WCMI
1042
First Trust WCM International Equity ETF
WCMI
$1.67B
| $5.68M | 0.01% |
356,995
+33,148
| +10% | +$495K |
|
1043
Toyota
TM
$215B
| $5.61M | 0.01% |
32,558
-7,486
| -19% | -$1.35M |
|
1044
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.42B
| $5.6M | 0.01% |
113,978
-3,367
| -3% | -$164K |
|
1045
Celestica
CLS
$33.9B
| $5.58M | 0.01% |
35,778
+27,133
| +314% | +$2.88M |
|
1046
Curtiss-Wright
CW
$27.5B
| $5.58M | 0.01% |
11,419
-453
| -4% | -$179K |
|
1047
Main Street Capital
MAIN
$5.01B
| $5.54M | 0.01% |
93,661
-6,950
| -7% | -$384K |
|
1048
First Trust Cloud Computing ETF
SKYY
$2.75B
| $5.53M | 0.01% |
45,441
+3,840
| +9% | +$420K |
|
1049
Nuveen Municipal Credit Income Fund
NZF
$2.4B
| $5.51M | 0.01% |
462,448
+16,659
| +4% | +$197K |
|
1050
Bright Horizons
BFAM
$4.09B
| $5.5M | 0.01% |
44,522
-374
| -0.8% | -$45.9K |
|
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.