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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 | |
|---|---|---|---|---|---|---|
151
iShares Russell 2000 ETF
IWM
$80.9B
| $118M | 0.15% |
545,219
-25,810
| -5% | -$5.19M |
|
152
Vanguard Mega Cap Value ETF
MGV
$13.2B
| $116M | 0.14% |
881,650
+169,080
| +24% | +$21.2M |
|
153
PIMCO Multi Sector Bond Active ETF
PYLD
$14.8B
| $116M | 0.14% |
4,355,826
+299,426
| +7% | +$7.81M |
|
154
Avantis US Small Cap Value ETF
AVUV
$29.7B
| $115M | 0.14% |
1,266,680
+28,650
| +2% | +$2.47M |
|
155
Kenvue
KVUE
$37B
| $115M | 0.14% |
5,490,220
+396,319
| +8% | +$9.01M |
|
156
Boeing
BA
$165B
| $115M | 0.14% |
547,209
+99,492
| +22% | +$18.8M |
|
157
Deere & Co
DE
$170B
| $114M | 0.14% |
223,353
-597
| -0.3% | -$292K |
|
158
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.1B
| $112M | 0.14% |
2,293,134
-634,399
| -22% | -$31M |
|
159
Salesforce
CRM
$134B
| $112M | 0.14% |
411,425
+10,493
| +3% | +$2.81M |
|
160
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
| $112M | 0.14% |
1,902,706
-143,283
| -7% | -$8.39M |
|
161
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$8.77B
| $109M | 0.14% |
3,684,937
-790,593
| -18% | -$21.7M |
|
162
Public Storage
PSA
$60.2B
| $108M | 0.14% |
367,504
+5,222
| +1% | +$1.55M |
|
163
Occidental Petroleum
OXY
$57B
| $107M | 0.13% |
2,558,285
+85,420
| +3% | +$3.57M |
|
|
164
WisdomTree US Quality Growth Fund
QGRW
$2.59B
| $107M | 0.13% |
+2,039,834
| New | +$95.9M |
|
165
iShares Russell 3000 ETF
IWV
$19.5B
| $107M | 0.13% |
304,109
-4,552
| -1% | -$1.48M |
|
166
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.7B
| $107M | 0.13% |
2,630,385
+739,210
| +39% | +$28.3M |
|
167
Lam Research
LRCX
$382B
| $105M | 0.13% |
1,076,575
+78,949
| +8% | +$6.26M |
|
168
Pacer US Cash Cows 100 ETF
COWZ
$18.2B
| $104M | 0.13% |
1,880,143
-168,454
| -8% | -$8.92M |
|
169
Dimensional US Targeted Value ETF
DFAT
$14.5B
| $102M | 0.13% |
1,895,203
-93,901
| -5% | -$4.78M |
|
170
Sempra
SRE
$60.8B
| $101M | 0.13% |
1,337,272
+20,048
| +2% | +$1.49M |
|
171
Uber
UBER
$134B
| $100M | 0.13% |
1,074,765
+484,237
| +82% | +$39.9M |
|
172
CrowdStrike
CRWD
$187B
| $100M | 0.13% |
786,268
+15,184
| +2% | +$1.65M |
|
173
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
| $100M | 0.13% |
2,980,448
+17,714
| +0.6% | +$586K |
|
174
CME Group
CME
$92.2B
| $99.6M | 0.12% |
361,362
-3,047
| -0.8% | -$829K |
|
175
General Motors
GM
$74.7B
| $98.5M | 0.12% |
2,002,205
-2,513
| -0.1% | -$119K |
|
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.