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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
CMI icon
126
Cummins
CMI
$91.7B
$139M 0.17%
425,743
+25,803
+6% +$7.99M
PLPC icon
127
Preformed Line Products
PLPC
$1.52B
$138M 0.17%
866,072
+707,306
+446% +$101M
MKL icon
128
Markel Group
MKL
$25B
$138M 0.17%
69,058
-2,650
-4% -$4.97M
IXUS icon
129
iShares Core MSCI Total International Stock ETF
IXUS
$57.5B
$136M 0.17%
1,753,063
+60,495
+4% +$4.42M
EFA icon
130
iShares MSCI EAFE ETF
EFA
$76.4B
$135M 0.17%
1,514,430
+50,036
+3% +$4.27M
JCPB icon
131
JPMorgan Core Plus Bond ETF
JCPB
$13.8B
$135M 0.17%
2,876,245
+72,053
+3% +$3.35M
ITOT icon
132
iShares Core S&P Total US Stock Market ETF
ITOT
$93.2B
$134M 0.17%
995,308
+4,809
+0.5% +$600K
AZO icon
133
AutoZone
AZO
$48.3B
$134M 0.17%
36,013
-2,079
-5% -$7.66M
MCO icon
134
Moody's
MCO
$81.7B
$132M 0.17%
262,694
-2,710
-1% -$1.26M
PANW icon
135
Palo Alto Networks
PANW
$264B
$131M 0.16%
637,754
+28,557
+5% +$5.3M
UNH icon
136
UnitedHealth
UNH
$382B
$130M 0.16%
417,931
-155,855
-27% -$59.6M
MDT icon
137
Medtronic
MDT
$107B
$130M 0.16%
1,489,562
-3,592
-0.2% -$305K
SBUX icon
138
Starbucks
SBUX
$118B
$130M 0.16%
1,413,882
-289,263
-17% -$25.1M
LYB icon
139
LyondellBasell Industries
LYB
$19.5B
$129M 0.16%
2,226,001
+465,956
+26% +$27.2M
VXUS icon
140
Vanguard Total International Stock ETF
VXUS
$153B
$128M 0.16%
1,847,994
+62,375
+3% +$4.05M
MDY icon
141
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27B
$127M 0.16%
224,683
+7,316
+3% +$3.93M
GIS icon
142
General Mills
GIS
$19.2B
$126M 0.16%
2,440,406
+133,233
+6% +$7.35M
UNP icon
143
Union Pacific
UNP
$183B
$126M 0.16%
549,319
-29,214
-5% -$6.49M
SPYV icon
144
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.1B
$125M 0.16%
2,392,796
-71,918
-3% -$3.59M
ADBE icon
145
Adobe
ADBE
$89.5B
$125M 0.16%
322,519
+42,733
+15% +$16.5M
WHR icon
146
Whirlpool
WHR
$2.42B
$125M 0.16%
1,229,538
+181,893
+17% +$15.1M
VTIP icon
147
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$121M 0.15%
2,413,921
+19,297
+0.8% +$964K
XLF icon
148
State Street Financial Select Sector SPDR ETF
XLF
$55.6B
$120M 0.15%
2,298,556
-40,464
-2% -$2M
IVE icon
149
iShares S&P 500 Value ETF
IVE
$48.9B
$120M 0.15%
612,975
+67,894
+12% +$12.6M
GE icon
150
GE Aerospace
GE
$367B
$118M 0.15%
458,762
-8,270
-2% -$1.81M
4 5
6
7 8

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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.