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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 | |
|---|---|---|---|---|---|---|
1201
Southwest Airlines
LUV
$22.2B
| $3.84M | ﹤0.01% |
118,290
+45,566
| +63% | +$1.37M |
|
1202
First Trust Financials AlphaDEX Fund
FXO
$1.13B
| $3.83M | ﹤0.01% |
68,289
-3,274
| -5% | -$171K |
|
|
COOP
1203
DELISTED
Mr. Cooper
COOP
| $3.82M | ﹤0.01% |
25,611
-1,225
| -5% | -$157K |
|
1204
JPMorgan US Momentum Factor ETF
JMOM
$2.48B
| $3.81M | ﹤0.01% |
59,247
+567
| +1% | +$33.4K |
|
1205
Enovix
ENVX
$908M
| $3.8M | ﹤0.01% |
420,498
-9,429
| -2% | -$61.5K |
|
1206
Credo Technology Group
CRDO
$38.2B
| $3.8M | ﹤0.01% |
41,081
+35,015
| +577% | +$2.04M |
|
1207
Wabtec
WAB
$50.1B
| $3.8M | ﹤0.01% |
18,155
-209
| -1% | -$40.2K |
|
1208
Centene
CNC
$31.7B
| $3.8M | ﹤0.01% |
69,928
-185,249
| -73% | -$10.9M |
|
1209
Vanguard Mega Cap 300 Index ETF
MGC
$9.84B
| $3.79M | ﹤0.01% |
16,855
-75
| -0.4% | -$15.5K |
|
1210
Banco Santander
SAN
$198B
| $3.79M | ﹤0.01% |
456,513
+26,025
| +6% | +$194K |
|
1211
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.07B
| $3.77M | ﹤0.01% |
17,876
+1,076
| +6% | +$195K |
|
1212
C.H. Robinson
CHRW
$20.7B
| $3.75M | ﹤0.01% |
39,130
+12,992
| +50% | +$1.22M |
|
1213
State Street SPDR S&P Semiconductor ETF
XSD
$2.7B
| $3.75M | ﹤0.01% |
14,611
+31
| +0.2% | +$6.67K |
|
1214
iShares MSCI Intl Value Factor ETF
IVLU
$4.33B
| $3.74M | ﹤0.01% |
113,674
+27,028
| +31% | +$850K |
|
1215
On Holding
ONON
$12.5B
| $3.73M | ﹤0.01% |
71,596
-2,269
| -3% | -$116K |
|
1216
Toll Brothers
TOL
$14.1B
| $3.72M | ﹤0.01% |
32,627
-489
| -1% | -$50.7K |
|
1217
Coherent
COHR
$51.2B
| $3.72M | ﹤0.01% |
41,712
+297
| +0.7% | +$21.4K |
|
1218
Schwab US REIT ETF
SCHH
$11.7B
| $3.72M | ﹤0.01% |
175,795
+7,733
| +5% | +$162K |
|
1219
CoStar Group
CSGP
$12.1B
| $3.72M | ﹤0.01% |
46,220
-6,286
| -12% | -$490K |
|
1220
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.31B
| $3.7M | ﹤0.01% |
62,001
+17,687
| +40% | +$1.01M |
|
1221
Domino's
DPZ
$11.4B
| $3.7M | ﹤0.01% |
8,206
-772
| -9% | -$362K |
|
1222
iShares Intermediate Government/Credit Bond ETF
GVI
$3.78B
| $3.69M | ﹤0.01% |
34,521
-7,875
| -19% | -$833K |
|
1223
CBRE Group
CBRE
$41.8B
| $3.68M | ﹤0.01% |
26,233
+1,144
| +5% | +$145K |
|
|
SCHR
1224
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
| $3.67M | ﹤0.01% |
146,726
+16,920
| +13% | +$419K |
|
1225
Royal Gold
RGLD
$17B
| $3.67M | ﹤0.01% |
20,616
-21,290
| -51% | -$3.77M |
|
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.