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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
FXR icon
1626
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$740M
$1.76M ﹤0.01%
23,675
-2,733
-10% -$191K
MP icon
1627
MP Materials
MP
$7.68B
$1.76M ﹤0.01%
52,783
-1,661
-3% -$42.4K
STE icon
1628
Steris
STE
$21.3B
$1.75M ﹤0.01%
7,287
-3,757
-34% -$875K
HMC icon
1629
Honda
HMC
$37.8B
$1.75M ﹤0.01%
60,691
+11,925
+24% +$348K
GTEN
1630
Gores Holdings X
GTEN
$474M
$1.75M ﹤0.01%
+170,700
New +$1.75M
PFM icon
1631
Invesco Dividend Achievers ETF
PFM
$792M
$1.75M ﹤0.01%
36,301
-261
-0.7% -$11.9K
TUA icon
1632
Simplify Short Term Treasury Futures Strategy ETF
TUA
$695M
$1.75M ﹤0.01%
79,271
-1,969
-2% -$43.1K
ALC icon
1633
Alcon
ALC
$32.8B
$1.74M ﹤0.01%
19,687
-2,180
-10% -$196K
BG icon
1634
Bunge Global
BG
$22.8B
$1.74M ﹤0.01%
21,623
-3,759
-15% -$296K
AOCT
1635
Innovator Equity Defined Protection ETF - 2 Yr to October 2026
AOCT
$49.3M
$1.73M ﹤0.01%
67,466
-1,987
-3% -$49.9K
PGHY icon
1636
Invesco Global ex-US High Yield Corporate Bond ETF
PGHY
$222M
$1.72M ﹤0.01%
86,807
-15,712
-15% -$308K
SPLB icon
1637
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.19B
$1.72M ﹤0.01%
76,368
+7,239
+10% +$159K
BEP icon
1638
Brookfield Renewable
BEP
$9.74B
$1.72M ﹤0.01%
67,550
+901
+1% +$21.2K
IDU icon
1639
iShares US Utilities ETF
IDU
$1.39B
$1.72M ﹤0.01%
16,466
-36
-0.2% -$3.69K
TJAN
1640
Innovator Equity Defined Protection ETF - 2 Yr to January 2027
TJAN
$32.5M
$1.72M ﹤0.01%
65,341
– –
FPXI icon
1641
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
$277M
$1.72M ﹤0.01%
30,483
-1,310
-4% -$66.9K
ELM
1642
Elm Market Navigator ETF
ELM
$575M
$1.72M ﹤0.01%
+66,283
New +$1.64M
RHI icon
1643
Robert Half
RHI
$4.07B
$1.71M ﹤0.01%
41,771
+7,685
+23% +$350K
EVR icon
1644
Evercore
EVR
$13.2B
$1.71M ﹤0.01%
6,338
-630
-9% -$139K
ZOCT
1645
Innovator Equity Defined Protection ETF - 1 Yr October
ZOCT
$105M
$1.71M ﹤0.01%
65,833
– –
SPHD icon
1646
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.38B
$1.69M ﹤0.01%
35,602
+446
+1% +$21.1K
CFR icon
1647
Cullen/Frost Bankers
CFR
$10.3B
$1.69M ﹤0.01%
13,156
+826
+7% +$101K
CGDG icon
1648
Capital Group Dividend Growers ETF
CGDG
$5.42B
$1.69M ﹤0.01%
50,282
+5,947
+13% +$189K
SNAP icon
1649
Snap
SNAP
$7.6B
$1.69M ﹤0.01%
194,451
-3,954
-2% -$32.8K
FNDE icon
1650
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.56B
$1.69M ﹤0.01%
51,108
-1,363
-3% -$42.4K
64 65
66
67 68

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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.