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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 | |
|---|---|---|---|---|---|---|
1551
Annaly Capital Management
NLY
$16.9B
| $2.01M | ﹤0.01% |
106,677
+23,216
| +28% | +$441K |
|
1552
LSB Industries
LXU
$824M
| $2.01M | ﹤0.01% |
257,242
+2,000
| +0.8% | +$13.7K |
|
1553
Ingredion
INGR
$6.4B
| $2.01M | ﹤0.01% |
14,794
-268
| -2% | -$36.2K |
|
1554
Invesco KBW Bank ETF
KBWB
$6.88B
| $2.01M | ﹤0.01% |
28,001
-565
| -2% | -$35.8K |
|
1555
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.72B
| $2M | ﹤0.01% |
39,267
-624
| -2% | -$29.3K |
|
1556
Cedar Fair
FUN
$1.8B
| $2M | ﹤0.01% |
65,714
-1,724
| -3% | -$57.8K |
|
1557
Doximity
DOCS
$3.77B
| $1.99M | ﹤0.01% |
32,446
+1,113
| +4% | +$62.1K |
|
1558
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.58B
| $1.99M | ﹤0.01% |
18,088
-224
| -1% | -$23K |
|
1559
iShares MSCI Denmark ETF
EDEN
$201M
| $1.99M | ﹤0.01% |
17,461
+2,314
| +15% | +$253K |
|
1560
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.25B
| $1.99M | ﹤0.01% |
88,270
+4,713
| +6% | +$106K |
|
1561
Guardant Health
GH
$19.3B
| $1.98M | ﹤0.01% |
38,117
-12,990
| -25% | -$580K |
|
1562
FuboTV Inc
FUBO
$256M
| $1.98M | ﹤0.01% |
+42,703
| New | +$1.6M |
|
1563
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
$1.52B
| $1.97M | ﹤0.01% |
39,625
+3,301
| +9% | +$164K |
|
1564
J. Jill
JILL
$261M
| $1.97M | ﹤0.01% |
134,509
+18,785
| +16% | +$297K |
|
|
NAUG
1565
Innovator Growth-100 Power Buffer ETF - August
NAUG
$38.2M
| $1.96M | ﹤0.01% |
71,217
| – | – |
|
1566
Arrowhead Research
ARWR
$12B
| $1.96M | ﹤0.01% |
123,941
+11,524
| +10% | +$165K |
|
1567
Brookfield Renewable
BEPC
$5.95B
| $1.96M | ﹤0.01% |
59,716
-4,048
| -6% | -$118K |
|
1568
NuScale Power
SMR
$2.96B
| $1.96M | ﹤0.01% |
49,480
+6,023
| +14% | +$151K |
|
1569
Ryder
R
$10.3B
| $1.96M | ﹤0.01% |
12,301
+3,860
| +46% | +$567K |
|
|
LDRC
1570
iShares iBonds 1-5 Year Corporate Ladder ETF
LDRC
$86.5M
| $1.96M | ﹤0.01% |
77,501
+27,603
| +55% | +$693K |
|
1571
Boston Properties
BXP
$11B
| $1.95M | ﹤0.01% |
28,883
-114
| -0.4% | -$7.59K |
|
1572
Kinsale Capital Group
KNSL
$8.24B
| $1.95M | ﹤0.01% |
4,024
-159
| -4% | -$74.1K |
|
1573
iShares ESG Screened S&P 500 ETF
XVV
$640M
| $1.94M | ﹤0.01% |
40,774
+2,028
| +5% | +$89K |
|
|
IBDZ
1574
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$867M
| $1.94M | ﹤0.01% |
74,175
+21,785
| +42% | +$557K |
|
1575
Lazard
LAZ
$4.23B
| $1.93M | ﹤0.01% |
40,245
+213
| +0.5% | +$8.91K |
|
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.