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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
FSK icon
1126
FS KKR Capital
FSK
$3.03B
$4.54M 0.01%
218,593
-29,409
-12% -$599K
VCR icon
1127
Vanguard Consumer Discretionary ETF
VCR
$5.91B
$4.52M 0.01%
12,484
+965
+8% +$327K
CWB icon
1128
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.56B
$4.5M 0.01%
54,388
+2,313
+4% +$182K
BMAR icon
1129
Innovator US Equity Buffer ETF March
BMAR
$249M
$4.48M 0.01%
91,322
-11,357
-11% -$525K
FIX icon
1130
Comfort Systems
FIX
$59.2B
$4.48M 0.01%
8,349
+357
+4% +$156K
SMIN icon
1131
iShares MSCI India Small-Cap ETF
SMIN
$744M
$4.47M 0.01%
57,889
+43,883
+313% +$3.16M
PRI icon
1132
Primerica
PRI
$9.84B
$4.43M 0.01%
16,179
-1,112
-6% -$295K
FMHI icon
1133
First Trust Municipal High Income ETF
FMHI
$990M
$4.41M 0.01%
94,508
-97,209
-51% -$4.54M
NRK icon
1134
Nuveen New York AMT-Free Quality Municipal Income Fund
NRK
$903M
$4.41M 0.01%
445,312
+8,398
+2% +$83.3K
PMAY icon
1135
Innovator US Equity Power Buffer ETF May
PMAY
$806M
$4.41M 0.01%
116,746
+9,566
+9% +$346K
IYG icon
1136
iShares US Financial Services ETF
IYG
$2.15B
$4.4M 0.01%
51,375
-2,425
-5% -$192K
USDU icon
1137
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$461M
$4.39M 0.01%
170,411
+119,085
+232% +$3.13M
EZU icon
1138
iShare MSCI Eurozone ETF
EZU
$9.43B
$4.39M 0.01%
73,822
+5,885
+9% +$333K
WIW
1139
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
$506M
$4.36M 0.01%
497,533
-286
-0.1% -$2.45K
FDVV icon
1140
Fidelity High Dividend ETF
FDVV
$10.1B
$4.35M 0.01%
83,540
+42,646
+104% +$2.1M
IBTM icon
1141
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$554M
$4.34M 0.01%
188,567
+8,884
+5% +$202K
FNDA icon
1142
Schwab Fundamental US Small Company Index ETF
FNDA
$9.18B
$4.34M 0.01%
151,555
+804
+0.5% +$21.8K
BRO icon
1143
Brown & Brown
BRO
$23.6B
$4.33M 0.01%
39,073
-1,098
-3% -$123K
NVG icon
1144
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.66B
$4.3M 0.01%
360,211
+5,248
+1% +$62.2K
MEAR icon
1145
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.36B
$4.29M 0.01%
85,303
+7,589
+10% +$380K
XBJL icon
1146
Innovator US Equity Accelerated 9 Buffer ETF July
XBJL
$73.6M
$4.25M 0.01%
118,135
+212
+0.2% +$7.3K
FTSL icon
1147
First Trust Senior Loan Fund ETF
FTSL
$2.32B
$4.24M 0.01%
92,298
-5,268
-5% -$241K
JHSC icon
1148
John Hancock Multifactor Small Cap ETF
JHSC
$724M
$4.23M 0.01%
108,391
-1,245
-1% -$46.1K
SLVP icon
1149
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$800M
$4.22M 0.01%
236,818
+52,665
+29% +$838K
NICE icon
1150
Nice
NICE
$5.55B
$4.2M 0.01%
24,888
+270
+1% +$43.5K
44 45
46
47 48

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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.