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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
TXN icon
101
Texas Instruments
TXN
$255B
$174M 0.22%
838,228
+94,671
+13% +$16.8M
XLK icon
102
State Street Technology Select Sector SPDR ETF
XLK
$115B
$174M 0.22%
1,371,540
-100,932
-7% -$11.2M
SPG icon
103
Simon Property Group
SPG
$74.5B
$173M 0.22%
1,075,044
+118,575
+12% +$18.7M
TSM icon
104
TSMC
TSM
$2.09T
$172M 0.22%
758,892
-62,702
-8% -$11.6M
TMUS icon
105
T-Mobile US
TMUS
$193B
$172M 0.22%
721,052
+7,227
+1% +$1.76M
TJX icon
106
TJX Companies
TJX
$170B
$170M 0.21%
1,379,617
+17,332
+1% +$2.2M
SHW icon
107
Sherwin-Williams
SHW
$78.3B
$170M 0.21%
494,257
+12,254
+3% +$4.25M
SYK icon
108
Stryker
SYK
$127B
$169M 0.21%
427,870
-11,462
-3% -$4.29M
IWB icon
109
iShares Russell 1000 ETF
IWB
$47.7B
$169M 0.21%
497,173
+11,531
+2% +$3.62M
NEE icon
110
NextEra Energy
NEE
$187B
$167M 0.21%
2,398,927
-285,993
-11% -$19.9M
AVUS icon
111
Avantis US Equity ETF
AVUS
$13.8B
$165M 0.21%
1,637,938
+39,548
+2% +$3.7M
LOW icon
112
Lowe's Companies
LOW
$116B
$162M 0.2%
729,722
-18,843
-3% -$4.21M
VBR icon
113
Vanguard Small-Cap Value ETF
VBR
$37.1B
$160M 0.2%
821,531
+48,461
+6% +$8.97M
DFIC icon
114
Dimensional International Core Equity 2 ETF
DFIC
$14.5B
$158M 0.2%
5,087,106
-84,110
-2% -$2.46M
MO icon
115
Altria Group
MO
$122B
$156M 0.2%
2,657,520
+326,489
+14% +$19.2M
VGIT icon
116
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.6B
$155M 0.19%
2,586,212
+19,971
+0.8% +$1.18M
VGK icon
117
Vanguard FTSE Europe ETF
VGK
$30B
$151M 0.19%
1,948,455
-116,117
-6% -$8.57M
ACN icon
118
Accenture
ACN
$89.9B
$150M 0.19%
501,310
-103,483
-17% -$31.5M
SCHD icon
119
Schwab US Dividend Equity ETF
SCHD
$102B
$150M 0.19%
5,651,066
-17,946
-0.3% -$469K
LIN icon
120
Linde
LIN
$237B
$148M 0.19%
314,713
-3,850
-1% -$1.76M
AVEM icon
121
Avantis Emerging Markets Equity ETF
AVEM
$24.9B
$146M 0.18%
2,136,728
+301,341
+16% +$19M
DFIV icon
122
Dimensional International Value ETF
DFIV
$20.7B
$144M 0.18%
3,371,018
+30,774
+0.9% +$1.25M
ISRG icon
123
Intuitive Surgical
ISRG
$121B
$144M 0.18%
264,201
+56,958
+27% +$29.8M
AXP icon
124
American Express
AXP
$223B
$143M 0.18%
448,038
-4,221
-0.9% -$1.19M
SO icon
125
Southern Company
SO
$110B
$140M 0.18%
1,521,288
+38,895
+3% +$3.49M
3 4
5
6 7

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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.