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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 | |
|---|---|---|---|---|---|---|
1651
Sterling Infrastructure
STRL
$19.5B
| $1.69M | ﹤0.01% |
7,307
-849
| -10% | -$148K |
|
1652
Jack Henry & Associates
JKHY
$10.9B
| $1.68M | ﹤0.01% |
9,351
-228
| -2% | -$40.5K |
|
1653
JPMorgan US Tech Leaders ETF
JTEK
$4.09B
| $1.68M | ﹤0.01% |
19,929
+533
| +3% | +$39.2K |
|
1654
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.64B
| $1.68M | ﹤0.01% |
14,888
-367
| -2% | -$39K |
|
1655
Best Buy
BBY
$18.6B
| $1.68M | ﹤0.01% |
25,062
-16,303
| -39% | -$1.11M |
|
1656
Globalstar
GSAT
$10.2B
| $1.68M | ﹤0.01% |
71,334
-930
| -1% | -$18.7K |
|
1657
Franklin FTSE Japan ETF
FLJP
$3.94B
| $1.68M | ﹤0.01% |
52,137
-116
| -0.2% | -$3.54K |
|
|
SF
1658
Stifel
SF
$12.5B
| $1.67M | ﹤0.01% |
24,122
+143
| +0.6% | +$8.78K |
|
1659
BioNTech
BNTX
$23B
| $1.67M | ﹤0.01% |
15,652
-425
| -3% | -$42.9K |
|
1660
RB Global
RBA
$21.7B
| $1.66M | ﹤0.01% |
15,646
-894
| -5% | -$91.6K |
|
1661
Hyatt Hotels
H
$18B
| $1.65M | ﹤0.01% |
11,834
-116,836
| -91% | -$14.6M |
|
1662
Goldman Sachs BDC
GSBD
$979M
| $1.65M | ﹤0.01% |
146,807
-141,171
| -49% | -$1.56M |
|
1663
Sharplink Inc
SBET
$1.34B
| $1.65M | ﹤0.01% |
+165,818
| New | +$2.25M |
|
1664
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
$473M
| $1.65M | ﹤0.01% |
40,874
-2,587
| -6% | -$97.2K |
|
1665
Bank of Hawaii
BOH
$3.17B
| $1.65M | ﹤0.01% |
24,368
-3,327
| -12% | -$221K |
|
1666
United Airlines
UAL
$39.1B
| $1.65M | ﹤0.01% |
20,665
+1,120
| +6% | +$82.5K |
|
1667
VanEck Uranium + Nuclear Energy ETF
NLR
$3.93B
| $1.64M | ﹤0.01% |
14,741
+467
| +3% | +$41.5K |
|
1668
Ryan Specialty Holdings
RYAN
$5.59B
| $1.64M | ﹤0.01% |
24,087
-17,589
| -42% | -$1.21M |
|
1669
Humana
HUM
$45.8B
| $1.64M | ﹤0.01% |
6,696
-934
| -12% | -$233K |
|
1670
CubeSmart
CUBE
$9.57B
| $1.63M | ﹤0.01% |
38,286
+1,126
| +3% | +$46.7K |
|
|
SOBO
1671
South Bow Corp
SOBO
$7.79B
| $1.63M | ﹤0.01% |
62,781
-49,988
| -44% | -$1.27M |
|
1672
Flowserve
FLS
$9.29B
| $1.62M | ﹤0.01% |
31,009
-3,667
| -11% | -$172K |
|
1673
Elbit Systems
ESLT
$38.1B
| $1.62M | ﹤0.01% |
3,629
+696
| +24% | +$282K |
|
1674
ESCO Technologies
ESE
$8.4B
| $1.62M | ﹤0.01% |
8,458
-138
| -2% | -$23.6K |
|
1675
VanEck BDC Income ETF
BIZD
$1.6B
| $1.62M | ﹤0.01% |
99,633
-11,989
| -11% | -$188K |
|
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.