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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
RIO icon
1251
Rio Tinto
RIO
$149B
$3.55M ﹤0.01%
60,874
-52,461
-46% -$3.1M
BIP icon
1252
Brookfield Infrastructure Partners
BIP
$18.5B
$3.54M ﹤0.01%
105,716
-6,355
-6% -$199K
FLDR icon
1253
Fidelity Low Duration Bond Factor ETF
FLDR
$1.98B
$3.54M ﹤0.01%
70,713
+14,923
+27% +$746K
SPTL icon
1254
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.6B
$3.54M ﹤0.01%
133,109
-1,203
-0.9% -$31.6K
GNRC icon
1255
Generac Holdings
GNRC
$11.5B
$3.53M ﹤0.01%
24,666
+19,725
+399% +$2.41M
SNY icon
1256
Sanofi
SNY
$106B
$3.51M ﹤0.01%
72,657
-9,917
-12% -$507K
CMF icon
1257
iShares California Muni Bond ETF
CMF
$4.55B
$3.5M ﹤0.01%
62,835
+8,342
+15% +$463K
HEFA icon
1258
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.51B
$3.5M ﹤0.01%
92,103
-90,032
-49% -$3.29M
FXH icon
1259
First Trust Health Care AlphaDEX Fund
FXH
$1.02B
$3.5M ﹤0.01%
33,715
+2,097
+7% +$211K
IAGG icon
1260
iShares Core International Aggregate Bond Fund
IAGG
$10.9B
$3.48M ﹤0.01%
68,208
+19,713
+41% +$999K
GBFH
1261
GBank Financial Holdings
GBFH
$452M
$3.48M ﹤0.01%
+98,151
New +$3.84M
ODFL icon
1262
Old Dominion Freight Line
ODFL
$46.9B
$3.48M ﹤0.01%
21,412
+1,988
+10% +$317K
IMCB icon
1263
iShares Morningstar Mid-Cap ETF
IMCB
$1.66B
$3.47M ﹤0.01%
43,592
+1
+0% +$75
JNK icon
1264
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.05B
$3.47M ﹤0.01%
35,678
-11,812
-25% -$1.12M
BOTZ icon
1265
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.19B
$3.46M ﹤0.01%
105,935
+1,712
+2% +$50.7K
CCEP icon
1266
Coca-Cola Europacific Partners
CCEP
$48B
$3.45M ﹤0.01%
37,178
+162
+0.4% +$14.5K
CNQ icon
1267
Canadian Natural Resources
CNQ
$93.9B
$3.45M ﹤0.01%
109,750
-12,894
-11% -$391K
NFG icon
1268
National Fuel Gas
NFG
$7.72B
$3.44M ﹤0.01%
40,605
+3,077
+8% +$248K
RKLB icon
1269
Rocket Lab Corp
RKLB
$41.1B
$3.42M ﹤0.01%
95,715
-83,928
-47% -$2.05M
QTJL icon
1270
Innovator Growth Accelerated Plus ETF July
QTJL
$19.8M
$3.42M ﹤0.01%
95,607
– –
CWEN icon
1271
Clearway Energy Class C
CWEN
$4.98B
$3.42M ﹤0.01%
106,748
+8,640
+9% +$258K
BFEB icon
1272
Innovator US Equity Buffer ETF February
BFEB
$252M
$3.41M ﹤0.01%
76,416
+4,782
+7% +$202K
PAGP icon
1273
Plains GP Holdings
PAGP
$5.17B
$3.41M ﹤0.01%
175,546
-227,145
-56% -$4.23M
VAW icon
1274
Vanguard Materials ETF
VAW
$3B
$3.41M ﹤0.01%
17,492
+117
+0.7% +$21.9K
HFGM
1275
Unlimited HFGM Global Macro ETF
HFGM
$155M
$3.41M ﹤0.01%
+125,888
New +$3.3M
49 50
51
52 53

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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.