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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
DYNF icon
1076
BlackRock US Equity Factor Rotation ETF
DYNF
$38.1B
$5.11M 0.01%
93,832
-135,555
-59% -$6.8M
SPTM icon
1077
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.5B
$5.09M 0.01%
68,000
-640
-0.9% -$44.4K
EAGL
1078
Eagle Capital Select Equity ETF
EAGL
$4.37B
$5.07M 0.01%
168,102
-21,393
-11% -$602K
EWS icon
1079
iShares MSCI Singapore ETF
EWS
$1.03B
$5.07M 0.01%
195,170
-9,492
-5% -$234K
DMXF icon
1080
iShares ESG Advanced MSCI EAFE ETF
DMXF
$981M
$5.06M 0.01%
67,978
-1,858
-3% -$131K
ICVT icon
1081
iShares Convertible Bond ETF
ICVT
$7.19B
$5.05M 0.01%
56,016
-3,577
-6% -$307K
TKO icon
1082
TKO Group
TKO
$13.7B
$5.04M 0.01%
27,718
+309
+1% +$49.6K
VDC icon
1083
Vanguard Consumer Staples ETF
VDC
$7.96B
$5.04M 0.01%
23,026
+1,205
+6% +$264K
HGER icon
1084
Harbor Commodity All-Weather Strategy ETF
HGER
$3.77B
$5.02M 0.01%
206,599
-49,302
-19% -$1.18M
WZRD
1085
Opportunistic Trader ETF
WZRD
$1.22M
$5.02M 0.01%
+200,000
New +$5.01M
RWO icon
1086
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.33B
$4.99M 0.01%
113,052
+13,218
+13% +$575K
IBTF
1087
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$4.98M 0.01%
213,243
-5,886
-3% -$137K
RBRK icon
1088
Rubrik
RBRK
$15.5B
$4.96M 0.01%
55,369
+31,179
+129% +$2.46M
PNR icon
1089
Pentair
PNR
$10.3B
$4.95M 0.01%
48,184
+9,132
+23% +$853K
STR
1090
DELISTED
Sitio Royalties
STR
$4.94M 0.01%
268,739
+7,416
+3% +$133K
VIGI icon
1091
Vanguard International Dividend Appreciation ETF
VIGI
$8.97B
$4.93M 0.01%
54,737
-1,375
-2% -$119K
VNQI icon
1092
Vanguard Global ex-US Real Estate ETF
VNQI
$3.49B
$4.9M 0.01%
106,232
+95,337
+875% +$4.12M
LPLA icon
1093
LPL Financial
LPLA
$26.6B
$4.88M 0.01%
13,019
-743
-5% -$260K
IBTL icon
1094
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$638M
$4.88M 0.01%
237,894
-316
-0.1% -$6.4K
MTRN icon
1095
Materion
MTRN
$5.02B
$4.86M 0.01%
61,194
+5,942
+11% +$469K
PXF icon
1096
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.84B
$4.84M 0.01%
84,261
-5,284
-6% -$287K
MORN icon
1097
Morningstar
MORN
$6.83B
$4.83M 0.01%
15,397
-148
-1% -$43.8K
VGSR icon
1098
Vert Global Sustainable Real Estate ETF
VGSR
$548M
$4.8M 0.01%
459,137
-39,767
-8% -$406K
CRS icon
1099
Carpenter Technology
CRS
$29B
$4.77M 0.01%
17,254
-3,601
-17% -$785K
LNW
1100
DELISTED
Light & Wonder
LNW
$4.75M 0.01%
49,395
-5,741
-10% -$492K
42 43
44
45 46

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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.