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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 | |
|---|---|---|---|---|---|---|
1526
ATI
ATI
$26.3B
| $2.08M | ﹤0.01% |
24,112
-2,244
| -9% | -$154K |
|
1527
Zebra Technologies
ZBRA
$12.6B
| $2.08M | ﹤0.01% |
6,730
-121
| -2% | -$32.9K |
|
1528
State Street SPDR S&P Emerging Asia Pacific ETF
GMF
$421M
| $2.07M | ﹤0.01% |
16,407
-1,479
| -8% | -$175K |
|
1529
Travel + Leisure Co
TNL
$4.68B
| $2.07M | ﹤0.01% |
40,181
-1,188
| -3% | -$55.8K |
|
|
NQP
1530
DELISTED
Nuveen Pennsylvania Quality Municipal Income Fund
NQP
| $2.07M | ﹤0.01% |
184,822
-420
| -0.2% | -$4.67K |
|
1531
Estee Lauder
EL
$30.1B
| $2.07M | ﹤0.01% |
25,604
-501
| -2% | -$32.2K |
|
1532
NEOS S&P 500 High Income ETF
SPYI
$10.7B
| $2.07M | ﹤0.01% |
41,105
+6,194
| +18% | +$298K |
|
1533
iShares ESG Advanced MSCI USA ETF
USXF
$1.41B
| $2.07M | ﹤0.01% |
38,332
-587
| -2% | -$28.7K |
|
|
P
1534
Everpure Inc
P
$24.7B
| $2.06M | ﹤0.01% |
35,827
+5,400
| +18% | +$269K |
|
1535
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
$745M
| $2.06M | ﹤0.01% |
32,324
+1,187
| +4% | +$74.1K |
|
1536
Encompass Health
EHC
$11.3B
| $2.06M | ﹤0.01% |
16,790
-2,155
| -11% | -$246K |
|
1537
Synchrony
SYF
$24.5B
| $2.05M | ﹤0.01% |
30,782
+1,424
| +5% | +$79.6K |
|
1538
ONE Gas
OGS
$5.02B
| $2.05M | ﹤0.01% |
28,547
+1,795
| +7% | +$135K |
|
1539
Elastic
ESTC
$6.37B
| $2.05M | ﹤0.01% |
24,323
+7,752
| +47% | +$655K |
|
1540
Wintrust Financial
WTFC
$10.7B
| $2.04M | ﹤0.01% |
16,481
+184
| +1% | +$21.1K |
|
1541
Global X Uranium ETF
URA
$5.6B
| $2.04M | ﹤0.01% |
52,629
-55,464
| -51% | -$1.61M |
|
1542
iShares US Home Construction ETF
ITB
$2.35B
| $2.04M | ﹤0.01% |
21,849
-2,792
| -11% | -$255K |
|
1543
Pultegroup
PHM
$24.9B
| $2.03M | ﹤0.01% |
19,275
-1,981
| -9% | -$200K |
|
|
MAXJ
1544
iShares Large Cap Max Buffer Jun ETF
MAXJ
$153M
| $2.02M | ﹤0.01% |
73,590
| – | – |
|
1545
Texas Roadhouse
TXRH
$13.2B
| $2.02M | ﹤0.01% |
10,786
-959
| -8% | -$172K |
|
1546
iShares Micro-Cap ETF
IWC
$1.45B
| $2.02M | ﹤0.01% |
15,813
-3,647
| -19% | -$422K |
|
1547
Invesco CEF Income Composite ETF
PCEF
$797M
| $2.02M | ﹤0.01% |
103,247
-14,718
| -12% | -$275K |
|
1548
OR Royalties Inc
OR
$5.54B
| $2.02M | ﹤0.01% |
78,430
+127
| +0.2% | +$3.06K |
|
1549
Edison International
EIX
$30.3B
| $2.01M | ﹤0.01% |
38,969
+3,015
| +8% | +$165K |
|
1550
State Street SPDR Bloomberg International Corporate Bond ETF
IBND
$454M
| $2.01M | ﹤0.01% |
61,653
+54,601
| +774% | +$1.7M |
|
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.