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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 | |
|---|---|---|---|---|---|---|
1301
Kimco Realty
KIM
$17.8B
| $3.2M | ﹤0.01% |
152,056
-5,967
| -4% | -$124K |
|
1302
PG&E
PCG
$47.2B
| $3.19M | ﹤0.01% |
229,101
-25,780
| -10% | -$419K |
|
1303
SoFi Technologies
SOFI
$21.7B
| $3.19M | ﹤0.01% |
175,327
-9,156
| -5% | -$121K |
|
1304
Avantis Responsible International Equity ETF
AVSD
$481M
| $3.18M | ﹤0.01% |
47,127
-5,520
| -10% | -$351K |
|
1305
Panagram BBB-B CLO ETF
CLOZ
$784M
| $3.18M | ﹤0.01% |
118,769
+88,290
| +290% | +$2.33M |
|
1306
Textron
TXT
$16.7B
| $3.17M | ﹤0.01% |
39,523
-35,253
| -47% | -$2.55M |
|
1307
Haleon
HLN
$43.8B
| $3.17M | ﹤0.01% |
305,783
-35,399
| -10% | -$373K |
|
1308
Vale
VALE
$62.9B
| $3.17M | ﹤0.01% |
326,116
+7,030
| +2% | +$66.2K |
|
|
DOCU
1309
DocuSign
DOCU
$10.1B
| $3.17M | ﹤0.01% |
40,645
-5,045
| -11% | -$408K |
|
1310
Avantis Responsible Emerging Markets Equity ETF
AVSE
$210M
| $3.16M | ﹤0.01% |
53,968
-2,800
| -5% | -$151K |
|
1311
Vodafone
VOD
$36.4B
| $3.15M | ﹤0.01% |
295,370
+52,680
| +22% | +$510K |
|
1312
Exelixis
EXEL
$14B
| $3.15M | ﹤0.01% |
71,382
-9,616
| -12% | -$384K |
|
1313
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.64B
| $3.14M | ﹤0.01% |
31,390
-10,386
| -25% | -$1.04M |
|
1314
Bitwise Bitcoin ETF
BITB
$2.49B
| $3.14M | ﹤0.01% |
53,560
+20,393
| +61% | +$1.09M |
|
1315
Innovator US Equity Accelerated 9 Buffer ETF October
XBOC
$65.1M
| $3.14M | ﹤0.01% |
98,460
-3,379
| -3% | -$102K |
|
1316
BrightView Holdings
BV
$1.33B
| $3.13M | ﹤0.01% |
188,149
+22
| +0% | +$329 |
|
1317
Perimeter Solutions
PRM
$5.44B
| $3.13M | ﹤0.01% |
224,964
| – | – |
|
1318
John Hancock Multifactor Large Cap ETF
JHML
$1.16B
| $3.12M | ﹤0.01% |
42,588
+16,099
| +61% | +$1.1M |
|
1319
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$1.09B
| $3.12M | ﹤0.01% |
120,584
+20,468
| +20% | +$519K |
|
1320
Innovator US Equity Buffer ETF August
BAUG
$198M
| $3.11M | ﹤0.01% |
67,606
-16,580
| -20% | -$715K |
|
1321
Innovator US Equity Buffer ETF June
BJUN
$312M
| $3.11M | ﹤0.01% |
71,067
-493
| -0.7% | -$20.3K |
|
1322
Alliance Resource Partners
ARLP
$3.3B
| $3.1M | ﹤0.01% |
118,594
-6,915
| -6% | -$182K |
|
1323
Ameren
AEE
$31B
| $3.1M | ﹤0.01% |
32,274
-4,186
| -11% | -$406K |
|
1324
Federal Realty Investment Trust
FRT
$11B
| $3.1M | ﹤0.01% |
32,622
+762
| +2% | +$72K |
|
1325
EPAM Systems
EPAM
$4.92B
| $3.08M | ﹤0.01% |
17,425
+2,164
| +14% | +$362K |
|
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.