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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 | |
|---|---|---|---|---|---|---|
1476
iShares U.S. Large Cap Premium Income Active ETF
BALI
$1.29B
| $2.34M | ﹤0.01% |
77,863
+50,326
| +183% | +$1.43M |
|
1477
Canadian National Railway
CNI
$78B
| $2.33M | ﹤0.01% |
22,439
-91,964
| -80% | -$9.36M |
|
1478
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.51B
| $2.33M | ﹤0.01% |
63,220
+7,811
| +14% | +$282K |
|
1479
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.71B
| $2.33M | ﹤0.01% |
40,360
-58
| -0.1% | -$3.16K |
|
1480
Natera
NTRA
$37B
| $2.32M | ﹤0.01% |
13,711
+5,476
| +66% | +$853K |
|
|
PR
1481
Permian Resources
PR
$17B
| $2.3M | ﹤0.01% |
169,218
+13,914
| +9% | +$179K |
|
1482
Guidewire Software
GWRE
$12.4B
| $2.3M | ﹤0.01% |
9,784
+572
| +6% | +$123K |
|
1483
WisdomTree US High Dividend Fund
DHS
$1.57B
| $2.3M | ﹤0.01% |
23,972
+1,087
| +5% | +$102K |
|
1484
NiSource
NI
$22B
| $2.3M | ﹤0.01% |
57,034
-15,248
| -21% | -$598K |
|
1485
iShares US Healthcare Providers ETF
IHF
$1.21B
| $2.3M | ﹤0.01% |
47,224
-10,961
| -19% | -$540K |
|
1486
AptarGroup
ATR
$8.51B
| $2.29M | ﹤0.01% |
14,664
-273
| -2% | -$41.2K |
|
1487
Globus Medical
GMED
$10.6B
| $2.28M | ﹤0.01% |
38,684
-1,998
| -5% | -$129K |
|
1488
CBIZ
CBZ
$2.39B
| $2.28M | ﹤0.01% |
31,823
-7
| -0% | -$506 |
|
1489
Simpson Manufacturing
SSD
$7.95B
| $2.28M | ﹤0.01% |
14,669
-780
| -5% | -$121K |
|
1490
OGE Energy
OGE
$10.2B
| $2.28M | ﹤0.01% |
51,316
-1,606
| -3% | -$71.3K |
|
1491
Virtus Reaves Utilities ETF
UTES
$1.38B
| $2.27M | ﹤0.01% |
+30,034
| New | +$2.09M |
|
1492
Tyler Technologies
TYL
$13B
| $2.27M | ﹤0.01% |
3,829
-836
| -18% | -$473K |
|
1493
Tandem Diabetes Care
TNDM
$1.18B
| $2.26M | ﹤0.01% |
121,460
+54,292
| +81% | +$1.08M |
|
1494
Cheesecake Factory
CAKE
$4.32B
| $2.26M | ﹤0.01% |
36,111
-4,016
| -10% | -$214K |
|
1495
Kirby Corp
KEX
$7.76B
| $2.26M | ﹤0.01% |
19,924
+550
| +3% | +$57.7K |
|
1496
Keysight
KEYS
$53.6B
| $2.25M | ﹤0.01% |
13,747
+122
| +0.9% | +$18.6K |
|
1497
Thomson Reuters
TRI
$42.7B
| $2.25M | ﹤0.01% |
11,022
+47
| +0.4% | +$8.95K |
|
1498
KraneShares CSI China Internet ETF
KWEB
$5.34B
| $2.24M | ﹤0.01% |
65,332
-232,921
| -78% | -$7.72M |
|
1499
HubSpot
HUBS
$11.4B
| $2.24M | ﹤0.01% |
4,029
-768
| -16% | -$450K |
|
1500
Alamos Gold
AGI
$12.5B
| $2.24M | ﹤0.01% |
84,426
-44,650
| -35% | -$1.19M |
|
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.