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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
NAN icon
1501
Nuveen New York Quality Municipal Income Fund
NAN
$370M
$2.23M ﹤0.01%
195,803
-176
-0.1% -$1.98K
RGA icon
1502
Reinsurance Group of America
RGA
$15.7B
$2.23M ﹤0.01%
11,218
-29,715
-73% -$5.8M
INFY icon
1503
Infosys
INFY
$47.4B
$2.22M ﹤0.01%
119,769
+11,772
+11% +$210K
BRBR icon
1504
BellRing Brands
BRBR
$1.52B
$2.22M ﹤0.01%
38,296
-812
-2% -$54.2K
XOP icon
1505
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.47B
$2.22M ﹤0.01%
17,624
-1,632
-8% -$196K
CNH
1506
CNH Industrial
CNH
$13.7B
$2.21M ﹤0.01%
170,540
-55,881
-25% -$690K
QBTS icon
1507
D-Wave Quantum
QBTS
$7.23B
$2.21M ﹤0.01%
150,625
+83,906
+126% +$987K
PODD icon
1508
Insulet
PODD
$11.4B
$2.19M ﹤0.01%
6,986
+4,104
+142% +$1.18M
BMRN icon
1509
BioMarin Pharmaceuticals
BMRN
$11.6B
$2.19M ﹤0.01%
39,894
-5,876
-13% -$346K
ARKG icon
1510
ARK Genomic Revolution ETF
ARKG
$1.54B
$2.18M ﹤0.01%
89,703
-5,314
-6% -$116K
CSQ icon
1511
Calamos Strategic Total Return Fund
CSQ
$3.21B
$2.17M ﹤0.01%
118,806
-22,018
-16% -$365K
THG icon
1512
Hanover Insurance
THG
$7.68B
$2.17M ﹤0.01%
12,753
-85
-0.7% -$14.2K
XRLV
1513
DELISTED
Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
XRLV
$2.16M ﹤0.01%
39,225
-145
-0.4% -$7.95K
JEF icon
1514
Jefferies Financial Group
JEF
$13B
$2.15M ﹤0.01%
39,369
+11,525
+41% +$571K
EFIV icon
1515
State Street SPDR S&P 500 ESG ETF
EFIV
$978M
$2.15M ﹤0.01%
36,663
-6,587
-15% -$357K
DRTS icon
1516
Alpha Tau Medical
DRTS
$1.1B
$2.14M ﹤0.01%
686,554
+455,850
+198% +$1.28M
STEW
1517
SRH Total Return Fund
STEW
$1.76B
$2.14M ﹤0.01%
121,019
+22,345
+23% +$384K
MARA icon
1518
Marathon Digital Holdings
MARA
$4.49B
$2.13M ﹤0.01%
135,636
-17,517
-11% -$251K
WAL icon
1519
Western Alliance Bancorporation
WAL
$9.04B
$2.12M ﹤0.01%
27,207
-1,035
-4% -$74.4K
IYE icon
1520
iShares US Energy ETF
IYE
$1.71B
$2.1M ﹤0.01%
46,445
-4,987
-10% -$220K
IOCT icon
1521
Innovator International Developed Power Buffer ETF October
IOCT
$166M
$2.1M ﹤0.01%
63,826
– –
QTEC icon
1522
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.49B
$2.1M ﹤0.01%
9,851
-3,766
-28% -$704K
IYY icon
1523
iShares Dow Jones US ETF
IYY
$2.93B
$2.1M ﹤0.01%
13,888
+8
+0.1% +$1.11K
FFIN icon
1524
First Financial Bankshares
FFIN
$4.94B
$2.09M ﹤0.01%
58,197
-3,046
-5% -$106K
TPYP icon
1525
Tortoise North American Pipeline ETF
TPYP
$872M
$2.09M ﹤0.01%
58,398
+9,905
+20% +$347K
59 60
61
62 63

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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.