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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 | |
|---|---|---|---|---|---|---|
1451
WisdomTree Japan Hedged Equity Fund
DXJ
$7.23B
| $2.43M | ﹤0.01% |
21,263
-9,438
| -31% | -$1.03M |
|
1452
BlackRock Taxable Municipal Bond Trust
BBN
$971M
| $2.43M | ﹤0.01% |
150,660
-1,278
| -0.8% | -$20.3K |
|
|
UFOX
1453
Defiance Space and Connective Tech ETF
UFOX
$840M
| $2.42M | ﹤0.01% |
45,891
-5,133
| -10% | -$231K |
|
1454
Pinterest
PINS
$13.2B
| $2.42M | ﹤0.01% |
67,515
+18,799
| +39% | +$570K |
|
1455
BWX Technologies
BWXT
$16.2B
| $2.42M | ﹤0.01% |
16,777
+1,196
| +8% | +$140K |
|
1456
Alcoa
AA
$11.6B
| $2.41M | ﹤0.01% |
81,741
-6,995
| -8% | -$189K |
|
1457
Federal Agricultural Mortgage
AGM
$2.27B
| $2.41M | ﹤0.01% |
12,382
+78
| +0.6% | +$14.3K |
|
1458
GoDaddy
GDDY
$12.8B
| $2.4M | ﹤0.01% |
13,335
-3,919
| -23% | -$703K |
|
1459
State Street SPDR S&P Global Infrastructure ETF
GII
$929M
| $2.4M | ﹤0.01% |
35,656
-15,829
| -31% | -$1.02M |
|
1460
State Street SPDR Dow Jones REIT ETF
RWR
$1.91B
| $2.4M | ﹤0.01% |
24,848
+12,153
| +96% | +$1.17M |
|
1461
IonQ
IONQ
$13.4B
| $2.39M | ﹤0.01% |
55,710
+19,591
| +54% | +$656K |
|
1462
CRISPR Therapeutics
CRSP
$4.6B
| $2.39M | ﹤0.01% |
49,196
+16,163
| +49% | +$625K |
|
1463
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.88B
| $2.39M | ﹤0.01% |
52,784
+1,723
| +3% | +$74.2K |
|
1464
iShares MSCI Italy ETF
EWI
$998M
| $2.38M | ﹤0.01% |
49,535
+5,699
| +13% | +$257K |
|
1465
Ally Financial
ALLY
$13.3B
| $2.38M | ﹤0.01% |
61,208
-7,939
| -11% | -$275K |
|
1466
Universal Health Services
UHS
$9.64B
| $2.38M | ﹤0.01% |
13,125
-203
| -2% | -$36.6K |
|
1467
Royce Value Trust
RVT
$2.21B
| $2.38M | ﹤0.01% |
157,963
+9,699
| +7% | +$139K |
|
1468
GraniteShares Gold Shares
BAR
$1.37B
| $2.38M | ﹤0.01% |
72,806
-5,448
| -7% | -$177K |
|
1469
Booz Allen Hamilton
BAH
$8.59B
| $2.37M | ﹤0.01% |
22,766
-5,084
| -18% | -$569K |
|
1470
BlackRock Intermediate Muni Income Bond ETF
INMU
$541M
| $2.37M | ﹤0.01% |
101,092
+3,358
| +3% | +$78.3K |
|
1471
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.95B
| $2.36M | ﹤0.01% |
29,443
-1,102
| -4% | -$81.9K |
|
1472
Korn Ferry
KFY
$4.13B
| $2.36M | ﹤0.01% |
32,209
+29,227
| +980% | +$1.95M |
|
1473
Amplify Junior Silver Miners ETF
SILJ
$3.29B
| $2.36M | ﹤0.01% |
159,148
+3,811
| +2% | +$49.6K |
|
1474
StepStone Group
STEP
$3.65B
| $2.35M | ﹤0.01% |
42,303
+672
| +2% | +$36K |
|
1475
Las Vegas Sands
LVS
$31.6B
| $2.35M | ﹤0.01% |
53,904
-514,653
| -91% | -$20M |
|
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.