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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 | |
|---|---|---|---|---|---|---|
1051
iShares CMBS ETF
CMBS
$473M
| $5.49M | 0.01% |
112,740
+1,800
| +2% | +$86.6K |
|
1052
Innovator Growth Accelerated ETF Quarterly
XDQQ
$55.1M
| $5.49M | 0.01% |
157,265
-30,867
| -16% | -$1.02M |
|
1053
Synopsys
SNPS
$71.5B
| $5.49M | 0.01% |
10,700
-294
| -3% | -$137K |
|
1054
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.34B
| $5.48M | 0.01% |
57,366
+53,936
| +1,572% | +$4.88M |
|
|
CCC
1055
CCC Intelligent Solutions
CCC
$3.42B
| $5.46M | 0.01% |
580,411
-4,888
| -0.8% | -$43.7K |
|
1056
Pacer Trendpilot 100 ETF
PTNQ
$1.2B
| $5.44M | 0.01% |
+76,265
| New | +$5.18M |
|
1057
Nuveen Quality Municipal Income Fund
NAD
$2.71B
| $5.39M | 0.01% |
477,843
+15,618
| +3% | +$175K |
|
1058
Global X Cybersecurity ETF
BUG
$1.27B
| $5.38M | 0.01% |
145,101
+5,513
| +4% | +$189K |
|
1059
Manulife Financial
MFC
$72.6B
| $5.38M | 0.01% |
168,310
-1,743
| -1% | -$53.7K |
|
1060
Vanguard ESG International Stock ETF
VSGX
$6.43B
| $5.37M | 0.01% |
81,913
-1,562
| -2% | -$96.3K |
|
1061
Davis Select Financial ETF
DFNL
$456M
| $5.36M | 0.01% |
124,838
-2,049
| -2% | -$81.1K |
|
1062
iShares China Large-Cap ETF
FXI
$4.14B
| $5.35M | 0.01% |
145,595
-1,333
| -0.9% | -$46.7K |
|
1063
WisdomTree 1-3 Year Laddered Treasury Fund
USSH
$22.6M
| $5.34M | 0.01% |
105,417
+38,925
| +59% | +$1.97M |
|
1064
Regal Rexnord
RRX
$14.2B
| $5.27M | 0.01% |
36,352
+32,399
| +820% | +$4.06M |
|
1065
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.1B
| $5.27M | 0.01% |
108,287
-14,384
| -12% | -$694K |
|
1066
Harbor Long-Short Equity ETF
LSEQ
$16.7M
| $5.27M | 0.01% |
187,224
+1,721
| +0.9% | +$49K |
|
1067
First Trust Managed Municipal ETF
FMB
$2.03B
| $5.26M | 0.01% |
105,634
-126,310
| -54% | -$6.28M |
|
1068
Accel Entertainment
ACEL
$979M
| $5.25M | 0.01% |
446,354
+5,259
| +1% | +$58.7K |
|
1069
Simplify Health Care ETF
PINK
$375M
| $5.22M | 0.01% |
173,899
+1,677
| +1% | +$48.2K |
|
1070
iShares MSCI South Korea ETF
EWY
$22.7B
| $5.22M | 0.01% |
+72,662
| New | +$4.36M |
|
1071
New Mountain Finance
NMFC
$646M
| $5.21M | 0.01% |
493,699
-913,273
| -65% | -$9.42M |
|
1072
Simplify Hedged Equity ETF
HEQT
$298M
| $5.19M | 0.01% |
172,812
-139,347
| -45% | -$4.04M |
|
|
DSL
1073
DoubleLine Income Solutions Fund
DSL
$1.21B
| $5.18M | 0.01% |
423,017
+5,071
| +1% | +$61.1K |
|
1074
Capital Group Core Equity ETF
CGUS
$11.1B
| $5.15M | 0.01% |
139,386
+22,352
| +19% | +$761K |
|
1075
Archer Daniels Midland
ADM
$41.4B
| $5.12M | 0.01% |
96,984
+4,915
| +5% | +$239K |
|
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.