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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
WST icon
1576
West Pharmaceutical
WST
$23.3B
$1.93M ﹤0.01%
8,818
-1,369
-13% -$293K
ALB icon
1577
Albemarle
ALB
$13.7B
$1.93M ﹤0.01%
30,751
+19,219
+167% +$1.14M
WWD icon
1578
Woodward
WWD
$25B
$1.92M ﹤0.01%
7,843
+97
+1% +$19.8K
REGL icon
1579
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.76B
$1.92M ﹤0.01%
23,531
+862
+4% +$68.7K
CCAP icon
1580
Crescent Capital BDC
CCAP
$403M
$1.91M ﹤0.01%
135,683
-1,683
-1% -$25.8K
PTMC icon
1581
Pacer Trendpilot US Mid Cap ETF
PTMC
$395M
$1.91M ﹤0.01%
+54,798
New +$1.9M
GCOW icon
1582
Pacer Global Cash Cows Dividend ETF
GCOW
$3.34B
$1.91M ﹤0.01%
50,292
+5,716
+13% +$211K
PTLC icon
1583
Pacer Trendpilot US Large Cap ETF
PTLC
$3.23B
$1.9M ﹤0.01%
37,513
+4,247
+13% +$208K
AFRM icon
1584
Affirm
AFRM
$24.5B
$1.9M ﹤0.01%
27,508
+1,327
+5% +$68.8K
ENTG icon
1585
Entegris
ENTG
$19.2B
$1.9M ﹤0.01%
23,554
-5,426
-19% -$412K
OHI icon
1586
Omega Healthcare
OHI
$15.3B
$1.9M ﹤0.01%
51,772
-3,397
-6% -$126K
AVAV icon
1587
AeroVironment
AVAV
$7.81B
$1.88M ﹤0.01%
6,609
-2,090
-24% -$354K
APOC
1588
Innovator Equity Defined Protection ETF - 6mo Apr/Oct
APOC
$69.9M
$1.88M ﹤0.01%
73,720
– –
FXN icon
1589
First Trust Energy AlphaDEX Fund
FXN
$377M
$1.88M ﹤0.01%
123,906
-33,395
-21% -$493K
UCB
1590
United Community Banks
UCB
$4.21B
$1.88M ﹤0.01%
62,993
+1,572
+3% +$43.7K
TDIV icon
1591
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.1B
$1.87M ﹤0.01%
20,747
+52
+0.3% +$4.08K
DB icon
1592
Deutsche Bank
DB
$67.9B
$1.87M ﹤0.01%
63,753
+9,888
+18% +$261K
EDOW icon
1593
First Trust Dow 30 Equal Weight ETF
EDOW
$311M
$1.87M ﹤0.01%
+48,671
New +$1.75M
WBA
1594
DELISTED
Walgreens Boots Alliance
WBA
$1.86M ﹤0.01%
162,046
-11,159
-6% -$124K
MFG icon
1595
Mizuho Financial
MFG
$129B
$1.85M ﹤0.01%
333,232
-5,582
-2% -$29K
ARW icon
1596
Arrow Electronics
ARW
$10.9B
$1.85M ﹤0.01%
14,507
-1,135
-7% -$130K
FXL icon
1597
First Trust Technology AlphaDEX Fund
FXL
$2.49B
$1.84M ﹤0.01%
11,710
-1
-0% -$142
CCJ icon
1598
CALL
Cameco
CCJ
$38.9B
$1.84M ﹤0.01%
+52,000
New +$2.77M
LCTU icon
1599
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.2B
$1.84M ﹤0.01%
27,374
-1,067
-4% -$66.2K
BSMP
1600
DELISTED
Invesco BulletShares 2025 Municipal Bond ETF
BSMP
$1.84M ﹤0.01%
74,986
+10,881
+17% +$266K
62 63
64
65 66

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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.