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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 | |
|---|---|---|---|---|---|---|
1101
Arm
ARM
$274B
| $4.74M | 0.01% |
29,301
+3,980
| +16% | +$494K |
|
1102
Invesco DB Base Metals Fund
DBB
$308M
| $4.73M | 0.01% |
244,004
| – | – |
|
1103
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
$969M
| $4.72M | 0.01% |
102,608
+33,484
| +48% | +$1.51M |
|
1104
State Street SPDR MSCI EAFE StrategicFactors ETF
QEFA
$1.04B
| $4.72M | 0.01% |
55,275
+1,644
| +3% | +$135K |
|
1105
AB Conservative Buffer ETF
BUFC
$1.04B
| $4.69M | 0.01% |
118,841
-15,514
| -12% | -$602K |
|
1106
UGI
UGI
$7.99B
| $4.69M | 0.01% |
128,701
+12,262
| +11% | +$422K |
|
1107
Unum
UNM
$13.7B
| $4.68M | 0.01% |
57,988
-2,382
| -4% | -$188K |
|
1108
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.76B
| $4.68M | 0.01% |
114,992
-1,945
| -2% | -$74.2K |
|
1109
Invesco CurrencyShares Swiss Franc Trust
FXF
$409M
| $4.67M | 0.01% |
41,805
+756
| +2% | +$81.2K |
|
1110
Sprouts Farmers Market
SFM
$7.1B
| $4.67M | 0.01% |
28,354
-4,447
| -14% | -$727K |
|
1111
HP
HPQ
$23.9B
| $4.67M | 0.01% |
190,774
-13,659
| -7% | -$348K |
|
1112
Vanguard World Funds Extended Duration ETF
EDV
$3.32B
| $4.67M | 0.01% |
69,325
+7,356
| +12% | +$486K |
|
1113
Electronic Arts
EA
$52.4B
| $4.66M | 0.01% |
29,175
-202
| -0.7% | -$29.9K |
|
1114
Sprott Physical Gold and Silver Trust
CEF
$7.46B
| $4.65M | 0.01% |
154,540
+15,562
| +11% | +$455K |
|
1115
Xtrackers MSCI EAFE High Dividend Yield Equity ETF
HDEF
$2.31B
| $4.62M | 0.01% |
160,235
+36,037
| +29% | +$1.01M |
|
1116
Zimmer Biomet
ZBH
$17.9B
| $4.62M | 0.01% |
50,696
-43
| -0.1% | -$4.16K |
|
1117
Futu Holdings
FUTU
$14.4B
| $4.62M | 0.01% |
+37,406
| New | +$3.82M |
|
1118
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.27B
| $4.61M | 0.01% |
298,312
+8,645
| +3% | +$124K |
|
1119
MGM Resorts International
MGM
$11.8B
| $4.61M | 0.01% |
134,087
+14,221
| +12% | +$451K |
|
|
XYZ
1120
Block Inc
XYZ
$47.4B
| $4.61M | 0.01% |
67,838
-106,752
| -61% | -$6.21M |
|
1121
Zoom
ZM
$26.5B
| $4.6M | 0.01% |
59,047
-667
| -1% | -$51.6K |
|
1122
Saic
SAIC
$5.01B
| $4.58M | 0.01% |
40,633
-339
| -0.8% | -$38.6K |
|
1123
Graphic Packaging
GPK
$3.29B
| $4.57M | 0.01% |
216,981
-6,974
| -3% | -$161K |
|
1124
The Ensign Group
ENSG
$10.5B
| $4.56M | 0.01% |
29,587
-803
| -3% | -$113K |
|
1125
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.06B
| $4.54M | 0.01% |
89,540
+8,450
| +10% | +$427K |
|
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.