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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
IEX icon
1701
IDEX
IEX
$16.6B
$1.56M ﹤0.01%
8,886
-1,596
-15% -$283K
EWBC icon
1702
East-West Bancorp
EWBC
$17.8B
$1.56M ﹤0.01%
15,415
+2,189
+17% +$194K
ALGN icon
1703
Align Technology
ALGN
$12B
$1.56M ﹤0.01%
8,214
+1,782
+28% +$315K
PB icon
1704
Prosperity Bancshares
PB
$8.69B
$1.55M ﹤0.01%
22,072
+394
+2% +$27.1K
IBMS
1705
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
$313M
$1.55M ﹤0.01%
60,410
-8,189
-12% -$207K
ADC icon
1706
Agree Realty
ADC
$9.66B
$1.55M ﹤0.01%
21,205
-1,056
-5% -$79.4K
NUBD icon
1707
Nuveen ESG US Aggregate Bond ETF
NUBD
$465M
$1.55M ﹤0.01%
69,481
-1,566
-2% -$34.4K
MLI icon
1708
Mueller Industries
MLI
$14.2B
$1.55M ﹤0.01%
38,916
-3,578
-8% -$135K
IPG
1709
DELISTED
Interpublic Group of Companies
IPG
$1.55M ﹤0.01%
63,152
-5,566
-8% -$135K
CFG icon
1710
Citizens Financial Group
CFG
$30.1B
$1.54M ﹤0.01%
34,503
-15,072
-30% -$593K
CET
1711
Central Securities Corp
CET
$1.54B
$1.54M ﹤0.01%
32,249
+4,385
+16% +$199K
RSPF icon
1712
Invesco S&P 500 Equal Weight Financials ETF
RSPF
$306M
$1.54M ﹤0.01%
20,250
+857
+4% +$61.1K
TMSL icon
1713
T. Rowe Price Small-Mid Cap ETF
TMSL
$2.74B
$1.54M ﹤0.01%
46,974
-2,531
-5% -$77.7K
NUDM icon
1714
Nuveen ESG International Developed Markets Equity ETF
NUDM
$698M
$1.54M ﹤0.01%
43,410
+4,729
+12% +$158K
DVA icon
1715
DaVita
DVA
$15.2B
$1.54M ﹤0.01%
10,815
-5,518
-34% -$782K
NOCT icon
1716
Innovator Growth-100 Power Buffer ETF October
NOCT
$224M
$1.54M ﹤0.01%
28,215
-400
-1% -$20.5K
TY icon
1717
TRI-Continental Corp
TY
$1.86B
$1.54M ﹤0.01%
48,502
+19,889
+70% +$603K
XTJL icon
1718
Innovator US Equity Accelerated Plus ETF July
XTJL
$13.3M
$1.53M ﹤0.01%
42,698
+3,000
+8% +$102K
PRFD icon
1719
PIMCO Preferred and Capital Securities Active Exchange-Traded Fund
PRFD
$223M
$1.53M ﹤0.01%
29,989
+954
+3% +$47.6K
PDD icon
1720
Pinduoduo
PDD
$121B
$1.53M ﹤0.01%
14,589
-2,806
-16% -$294K
FSIG icon
1721
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.51B
$1.52M ﹤0.01%
79,677
+15,671
+24% +$298K
CATH icon
1722
Global X S&P 500 Catholic Values ETF
CATH
$1.27B
$1.52M ﹤0.01%
20,140
+410
+2% +$28.5K
AMJB icon
1723
Alerian MLP Index ETNs due January 28 2044
AMJB
$855M
$1.52M ﹤0.01%
50,200
-3,993
-7% -$120K
ACM icon
1724
Aecom
ACM
$9.12B
$1.52M ﹤0.01%
13,426
-30,572
-69% -$3.17M
WBS icon
1725
Webster Financial
WBS
$12.5B
$1.51M ﹤0.01%
27,736
-2,789
-9% -$139K
67 68
69
70 71

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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.