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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 | |
|---|---|---|---|---|---|---|
1276
CenterPoint Energy
CNP
$28.8B
| $3.4M | ﹤0.01% |
92,406
-8,079
| -8% | -$299K |
|
1277
Stanley Black & Decker
SWK
$14.6B
| $3.37M | ﹤0.01% |
49,729
+1,831
| +4% | +$118K |
|
1278
Ferguson
FERG
$45.4B
| $3.36M | ﹤0.01% |
15,421
-599
| -4% | -$110K |
|
1279
iShares MSCI Netherlands ETF
EWN
$563M
| $3.35M | ﹤0.01% |
61,381
+3,826
| +7% | +$193K |
|
1280
Qorvo
QRVO
$7.93B
| $3.33M | ﹤0.01% |
39,223
+1,480
| +4% | +$107K |
|
1281
Southern Copper
SCCO
$141B
| $3.32M | ﹤0.01% |
34,048
-726
| -2% | -$63.9K |
|
1282
iShares Morningstar Small-Cap Growth ETF
ISCG
$975M
| $3.32M | ﹤0.01% |
66,711
+22,228
| +50% | +$1.03M |
|
1283
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$1.89B
| $3.31M | ﹤0.01% |
40,586
+6,444
| +19% | +$494K |
|
1284
SiTime
SITM
$15.7B
| $3.3M | ﹤0.01% |
15,509
+1,779
| +13% | +$321K |
|
1285
Teledyne Technologies
TDY
$30.2B
| $3.29M | ﹤0.01% |
6,416
-706
| -10% | -$341K |
|
|
NVMI
1286
Nova
NVMI
$13.6B
| $3.29M | ﹤0.01% |
11,941
+361
| +3% | +$73.4K |
|
1287
Bank of Montreal
BMO
$125B
| $3.28M | ﹤0.01% |
29,648
+7,420
| +33% | +$748K |
|
|
HES
1288
DELISTED
Hess
HES
| $3.27M | ﹤0.01% |
23,639
+1,073
| +5% | +$145K |
|
1289
Super Micro Computer
SMCI
$19.3B
| $3.25M | ﹤0.01% |
66,411
+442
| +0.7% | +$17K |
|
1290
Matsons
MATX
$6.22B
| $3.25M | ﹤0.01% |
29,193
+3,981
| +16% | +$436K |
|
|
VBIL
1291
Vanguard 0-3 Month Treasury Bill ETF
VBIL
$9.39B
| $3.24M | ﹤0.01% |
42,904
+34,091
| +387% | +$2.57M |
|
1292
Gold Fields
GFI
$29.4B
| $3.24M | ﹤0.01% |
136,747
-16,278
| -11% | -$374K |
|
1293
Builders FirstSource
BLDR
$7.82B
| $3.24M | ﹤0.01% |
27,726
+13,878
| +100% | +$1.6M |
|
1294
ARK 21Shares Bitcoin ETF
ARKB
$2.47B
| $3.23M | ﹤0.01% |
90,336
+4,146
| +5% | +$136K |
|
1295
Atlanta Braves Holdings Series B
BATRK
$3.25B
| $3.23M | ﹤0.01% |
69,075
+17,545
| +34% | +$717K |
|
1296
Tetra Tech
TTEK
$8.28B
| $3.21M | ﹤0.01% |
89,332
-21,494
| -19% | -$715K |
|
1297
PGIM Total Return Bond ETF
PTRB
$1.11B
| $3.21M | ﹤0.01% |
76,730
-5,904
| -7% | -$243K |
|
1298
Healthpeak Properties
DOC
$15.5B
| $3.21M | ﹤0.01% |
183,087
-9,056
| -5% | -$161K |
|
1299
RLI Corp
RLI
$5.88B
| $3.2M | ﹤0.01% |
44,342
-377
| -0.8% | -$28.3K |
|
1300
Monolithic Power Systems
MPWR
$65.8B
| $3.2M | ﹤0.01% |
4,375
+239
| +6% | +$152K |
|
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.