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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 | |
|---|---|---|---|---|---|---|
1426
Invesco BulletShares 2029 Municipal Bond ETF
BSMT
$281M
| $2.54M | ﹤0.01% |
111,801
-1,662
| -1% | -$37.5K |
|
|
ZSEP
1427
Innovator Equity Defined Protection ETF - 1 Yr September
ZSEP
$122M
| $2.53M | ﹤0.01% |
97,699
-587
| -0.6% | -$14.8K |
|
1428
iShares US Consumer Staples ETF
IYK
$1.41B
| $2.52M | ﹤0.01% |
35,824
+23,787
| +198% | +$1.68M |
|
1429
Canadian Imperial Bank of Commerce
CM
$108B
| $2.52M | ﹤0.01% |
35,640
+626
| +2% | +$40.3K |
|
1430
iShares Global 100 ETF
IOO
$8.68B
| $2.51M | ﹤0.01% |
23,328
+66
| +0.3% | +$6.55K |
|
1431
Blackstone Mortgage Trust
BXMT
$2.8B
| $2.51M | ﹤0.01% |
130,322
-10,413
| -7% | -$197K |
|
1432
Portland General Electric
POR
$5.93B
| $2.5M | ﹤0.01% |
61,622
-17,859
| -22% | -$749K |
|
1433
Eastman Chemical
EMN
$7.74B
| $2.5M | ﹤0.01% |
33,494
-1,177
| -3% | -$92.5K |
|
1434
Invesco BuyBack Achievers ETF
PKW
$1.71B
| $2.5M | ﹤0.01% |
20,226
+19
| +0.1% | +$2.17K |
|
|
PSTL
1435
Postal Realty Trust
PSTL
$722M
| $2.5M | ﹤0.01% |
169,518
+2,000
| +1% | +$27.4K |
|
1436
Teck Resources
TECK
$29.3B
| $2.49M | ﹤0.01% |
61,698
-7,552
| -11% | -$273K |
|
1437
Lincoln Electric
LECO
$14.1B
| $2.49M | ﹤0.01% |
12,000
-1,685
| -12% | -$322K |
|
1438
American Century Diversified Municipal Bond ETF
TAXF
$684M
| $2.48M | ﹤0.01% |
50,785
-101,792
| -67% | -$4.96M |
|
1439
Hudbay
HBM
$9.96B
| $2.48M | ﹤0.01% |
+234,155
| New | +$1.95M |
|
1440
Burlington
BURL
$22.5B
| $2.47M | ﹤0.01% |
10,624
+7,003
| +193% | +$1.66M |
|
1441
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.3B
| $2.47M | ﹤0.01% |
98,097
-3,948
| -4% | -$98.4K |
|
1442
iShares MSCI Europe Financials ETF
EUFN
$4.07B
| $2.47M | ﹤0.01% |
77,984
-31,053
| -28% | -$938K |
|
1443
Euronet Worldwide
EEFT
$3.01B
| $2.46M | ﹤0.01% |
24,294
-397
| -2% | -$41K |
|
|
GHLD
1444
DELISTED
Guild Holdings
GHLD
| $2.45M | ﹤0.01% |
124,167
-90
| -0.1% | -$1.29K |
|
1445
Essential Properties Realty Trust
EPRT
$6.9B
| $2.44M | ﹤0.01% |
76,514
+53,045
| +226% | +$1.69M |
|
1446
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.96B
| $2.44M | ﹤0.01% |
98,912
-21,757
| -18% | -$535K |
|
1447
Ross Stores
ROST
$78.1B
| $2.44M | ﹤0.01% |
19,100
-634
| -3% | -$88K |
|
|
IBTP
1448
iShares iBonds Dec 2034 Term Treasury ETF
IBTP
$279M
| $2.44M | ﹤0.01% |
94,761
+9,761
| +11% | +$248K |
|
1449
nVent Electric
NVT
$24.1B
| $2.43M | ﹤0.01% |
33,227
+4,059
| +14% | +$249K |
|
1450
Lamb Weston
LW
$7.3B
| $2.43M | ﹤0.01% |
46,864
+5,034
| +12% | +$270K |
|
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.