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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 | |
|---|---|---|---|---|---|---|
1176
ProShares K-1 Free Crude Oil Strategy ETF
OILK
$206M
| $4.02M | 0.01% |
99,918
+38,482
| +63% | +$1.52M |
|
1177
Fluor
FLR
$7.1B
| $4.02M | 0.01% |
78,344
-6,028
| -7% | -$240K |
|
1178
Fidelity National Information Services
FIS
$22.5B
| $4.01M | 0.01% |
49,243
-10,756
| -18% | -$837K |
|
1179
ARK Web x.0 ETF
ARKW
$1.64B
| $4.01M | 0.01% |
27,152
+14,460
| +114% | +$1.65M |
|
1180
First Trust Intermediate Duration Investment Grade Corporate ETF
FIIG
$646M
| $4.01M | 0.01% |
190,901
-4,470
| -2% | -$92.2K |
|
1181
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.14B
| $4M | 0.01% |
39,555
-6,791
| -15% | -$649K |
|
1182
Trip.com Group
TCOM
$28.1B
| $3.99M | 0.01% |
68,110
+8,355
| +14% | +$502K |
|
1183
Antero Resources
AR
$10.6B
| $3.98M | 0.01% |
98,878
+65,851
| +199% | +$2.49M |
|
1184
UBS Group
UBS
$171B
| $3.97M | 0.01% |
117,435
-739
| -0.6% | -$22.9K |
|
1185
Invesco International Dividend Achievers ETF
PID
$919M
| $3.96M | 0.01% |
193,351
+2,230
| +1% | +$44.1K |
|
1186
Madison Square Garden
MSGS
$9.51B
| $3.96M | 0.01% |
18,953
-443
| -2% | -$85.3K |
|
1187
Napco Security Technologies
NSSC
$1.29B
| $3.95M | ﹤0.01% |
132,920
-1,025
| -0.8% | -$26.4K |
|
1188
Waters Corp
WAT
$36.4B
| $3.94M | ﹤0.01% |
11,288
-689
| -6% | -$237K |
|
|
1189
GMO US Quality ETF
QLTY
$4.79B
| $3.94M | ﹤0.01% |
114,910
-1,274,147
| -92% | -$40.4M |
|
1190
Fidelity MSCI Real Estate Index ETF
FREL
$1.52B
| $3.93M | ﹤0.01% |
145,296
+853
| +0.6% | +$22.8K |
|
1191
Innovator US Equity Buffer ETF December
BDEC
$216M
| $3.92M | ﹤0.01% |
86,803
-795
| -0.9% | -$33.8K |
|
1192
iShares US Real Estate ETF
IYR
$4.72B
| $3.91M | ﹤0.01% |
41,289
-10,996
| -21% | -$1.03M |
|
1193
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
$476M
| $3.91M | ﹤0.01% |
159,409
+11,551
| +8% | +$279K |
|
1194
Veeva Systems
VEEV
$32.1B
| $3.9M | ﹤0.01% |
13,551
+388
| +3% | +$96.2K |
|
1195
Tapestry
TPR
$29.5B
| $3.9M | ﹤0.01% |
44,437
+1,617
| +4% | +$122K |
|
1196
Innovator Emerging Markets Power Buffer ETF October
EOCT
$104M
| $3.89M | ﹤0.01% |
137,671
+2,481
| +2% | +$67K |
|
1197
Armstrong World Industries
AWI
$7.07B
| $3.88M | ﹤0.01% |
23,872
-879
| -4% | -$131K |
|
1198
CDW
CDW
$17.6B
| $3.88M | ﹤0.01% |
21,702
-708
| -3% | -$120K |
|
1199
Atlassian
TEAM
$24.5B
| $3.87M | ﹤0.01% |
19,045
-2,696
| -12% | -$561K |
|
|
WCN
1200
Waste Connections
WCN
$42.9B
| $3.84M | ﹤0.01% |
20,569
-1,595
| -7% | -$307K |
|
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.