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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 | |
|---|---|---|---|---|---|---|
1151
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.45B
| $4.2M | 0.01% |
66,924
+1,746
| +3% | +$105K |
|
1152
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.29B
| $4.19M | 0.01% |
35,379
+59
| +0.2% | +$6.87K |
|
1153
iShares Expanded Tech Sector ETF
IGM
$9.86B
| $4.19M | 0.01% |
37,327
+2,511
| +7% | +$247K |
|
1154
MSC Industrial Direct
MSM
$6.98B
| $4.19M | 0.01% |
49,230
+1,206
| +3% | +$95.3K |
|
1155
JPMorgan Inflation Managed Bond ETF
JCPI
$869M
| $4.18M | 0.01% |
86,660
+8,920
| +11% | +$426K |
|
1156
International Paper
IP
$22.5B
| $4.18M | 0.01% |
89,197
-14,695
| -14% | -$695K |
|
1157
Banco Bilbao Vizcaya Argentaria
BBVA
$146B
| $4.18M | 0.01% |
271,690
-34,290
| -11% | -$494K |
|
1158
JPMorgan Active Value ETF
JAVA
$6.74B
| $4.18M | 0.01% |
63,749
+3,880
| +6% | +$242K |
|
1159
FTAI Aviation
FTAI
$21.7B
| $4.17M | 0.01% |
36,283
-334
| -0.9% | -$37.4K |
|
1160
Gentex
GNTX
$4.81B
| $4.17M | 0.01% |
189,788
-5,438
| -3% | -$119K |
|
1161
MongoDB
MDB
$25.1B
| $4.16M | 0.01% |
19,796
+276
| +1% | +$51K |
|
1162
CareTrust REIT
CTRE
$10.1B
| $4.15M | 0.01% |
135,731
+123,203
| +983% | +$3.55M |
|
1163
American Healthcare REIT
AHR
$11.1B
| $4.15M | 0.01% |
112,874
-5,356
| -5% | -$178K |
|
1164
Illumina
ILMN
$28.8B
| $4.13M | 0.01% |
43,294
+3,124
| +8% | +$254K |
|
1165
MakeMyTrip
MMYT
$4.93B
| $4.12M | 0.01% |
42,080
-2,087
| -5% | -$211K |
|
1166
Kayne Anderson Energy Infrastructure Fund
KYN
$2.46B
| $4.12M | 0.01% |
323,520
-18,659
| -5% | -$225K |
|
1167
CAVA Group
CAVA
$7.39B
| $4.11M | 0.01% |
48,803
+5,240
| +12% | +$447K |
|
1168
Darden Restaurants
DRI
$23.4B
| $4.1M | 0.01% |
18,799
+1,065
| +6% | +$221K |
|
1169
Huntington Ingalls Industries
HII
$11.2B
| $4.08M | 0.01% |
16,914
+8,825
| +109% | +$1.97M |
|
1170
Innovator US Equity Accelerated ETF Quarterly
XDSQ
$69.4M
| $4.08M | 0.01% |
109,206
| – | – |
|
1171
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.5B
| $4.08M | 0.01% |
96,756
-4,214
| -4% | -$174K |
|
1172
Vanguard Russell 2000 ETF
VTWO
$17.4B
| $4.06M | 0.01% |
46,595
+11,229
| +32% | +$913K |
|
1173
Veralto
VLTO
$23B
| $4.06M | 0.01% |
40,187
-9,675
| -19% | -$933K |
|
1174
First Trust US Equity Opportunities ETF
FPX
$1.5B
| $4.05M | 0.01% |
27,945
-327
| -1% | -$41.5K |
|
|
SFBS
1175
ServisFirst Bancshares
SFBS
$4.8B
| $4.03M | 0.01% |
52,054
-1,333
| -2% | -$98.4K |
|
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.