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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 | |
|---|---|---|---|---|---|---|
1226
AB InBev
BUD
$156B
| $3.67M | ﹤0.01% |
53,341
+14,076
| +36% | +$945K |
|
1227
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.55B
| $3.66M | ﹤0.01% |
178,477
+7,652
| +4% | +$156K |
|
1228
BJs Wholesale Club
BJ
$12.1B
| $3.65M | ﹤0.01% |
33,873
+15,731
| +87% | +$1.79M |
|
1229
Essex Property Trust
ESS
$18.7B
| $3.65M | ﹤0.01% |
12,870
-120
| -0.9% | -$33.7K |
|
1230
WisdomTree US SmallCap Dividend Fund
DES
$2.2B
| $3.64M | ﹤0.01% |
114,661
+1,758
| +2% | +$54.1K |
|
1231
Corcept Therapeutics
CORT
$9.78B
| $3.64M | ﹤0.01% |
49,578
-50,674
| -51% | -$3.67M |
|
1232
Federal Signal
FSS
$7.22B
| $3.63M | ﹤0.01% |
34,091
+771
| +2% | +$68.7K |
|
1233
Vestis
VSTS
$2.03B
| $3.62M | ﹤0.01% |
632,235
+236,316
| +60% | +$1.66M |
|
1234
First Trust Small Cap Core AlphaDEX Fund
FYX
$1.36B
| $3.62M | ﹤0.01% |
37,219
-506
| -1% | -$45.8K |
|
1235
iRadimed
IRMD
$1.22B
| $3.61M | ﹤0.01% |
60,361
| – | – |
|
1236
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$848M
| $3.61M | ﹤0.01% |
145,439
+905
| +0.6% | +$22.3K |
|
1237
iShares International Small Cap Equity Factor ETF
ISCF
$654M
| $3.61M | ﹤0.01% |
93,017
+1,432
| +2% | +$51.7K |
|
1238
Zions Bancorporation
ZION
$10B
| $3.6M | ﹤0.01% |
69,388
+968
| +1% | +$45.4K |
|
1239
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.68B
| $3.6M | ﹤0.01% |
84,856
+10,153
| +14% | +$427K |
|
1240
Invesco S&P Global Water Index ETF
CGW
$1.05B
| $3.6M | ﹤0.01% |
57,584
+3,292
| +6% | +$194K |
|
1241
iShares US Financials ETF
IYF
$4.68B
| $3.6M | ﹤0.01% |
29,721
+670
| +2% | +$75.5K |
|
1242
Criteo
CRTO
$1.05B
| $3.6M | ﹤0.01% |
150,054
-16,238
| -10% | -$457K |
|
1243
Sumitomo Mitsui Financial
SMFG
$167B
| $3.59M | ﹤0.01% |
237,619
-16,721
| -7% | -$240K |
|
1244
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$1.38B
| $3.59M | ﹤0.01% |
74,950
-20,378
| -21% | -$948K |
|
1245
iShares US Industrials ETF
IYJ
$2B
| $3.58M | ﹤0.01% |
25,155
-1,114
| -4% | -$148K |
|
1246
Reddit
RDDT
$34.5B
| $3.57M | ﹤0.01% |
23,723
+1,174
| +5% | +$133K |
|
1247
APA Corp
APA
$12.3B
| $3.57M | ﹤0.01% |
195,168
+49,636
| +34% | +$861K |
|
1248
Essential Utilities
WTRG
$11.2B
| $3.56M | ﹤0.01% |
95,978
-3,836
| -4% | -$149K |
|
1249
Capital Group International Focus Equity ETF
CGXU
$6.22B
| $3.56M | ﹤0.01% |
131,374
+30
| +0% | +$762 |
|
1250
State Street SPDR S&P Capital Markets ETF
KCE
$456M
| $3.56M | ﹤0.01% |
24,583
+5
| +0% | +$651 |
|
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.