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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 | |
|---|---|---|---|---|---|---|
|
JBTM
1726
JBT Marel
JBTM
$7.37B
| $1.51M | ﹤0.01% |
12,574
-1,199
| -9% | -$134K |
|
1727
Clear Secure
YOU
$5.36B
| $1.51M | ﹤0.01% |
54,347
+293
| +0.5% | +$7.46K |
|
1728
State Street DoubleLine Short Duration Total Return Tactical ETF
STOT
$500M
| $1.51M | ﹤0.01% |
31,861
+3,304
| +12% | +$156K |
|
1729
Medpace
MEDP
$16.5B
| $1.51M | ﹤0.01% |
4,806
+1,618
| +51% | +$486K |
|
1730
Celsius Holdings
CELH
$7.36B
| $1.51M | ﹤0.01% |
32,477
+8,555
| +36% | +$330K |
|
|
ETH
1731
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.78B
| $1.5M | ﹤0.01% |
63,324
-344
| -0.5% | -$7.12K |
|
1732
Dimensional US Core Equity Market ETF
DFAU
$12.3B
| $1.5M | ﹤0.01% |
35,441
-1,017
| -3% | -$39.9K |
|
1733
Invesco China Technology ETF
CQQQ
$3.08B
| $1.5M | ﹤0.01% |
33,830
-179
| -0.5% | -$7.54K |
|
1734
Enova International
ENVA
$6.27B
| $1.49M | ﹤0.01% |
13,381
-254
| -2% | -$24.2K |
|
1735
Carvana
CVNA
$45.9B
| $1.49M | ﹤0.01% |
22,130
-1,840
| -8% | -$101K |
|
1736
Liberty Media Series C
FWONK
$24.6B
| $1.49M | ﹤0.01% |
14,269
-425
| -3% | -$39.5K |
|
1737
Organon & Co
OGN
$3.56B
| $1.49M | ﹤0.01% |
153,846
-9,819
| -6% | -$101K |
|
1738
Takeda Pharmaceutical
TAK
$55.7B
| $1.49M | ﹤0.01% |
96,325
+8,580
| +10% | +$127K |
|
1739
GATX Corp
GATX
$6.52B
| $1.49M | ﹤0.01% |
9,692
-321
| -3% | -$48.1K |
|
1740
Baxter International
BAX
$12.1B
| $1.48M | ﹤0.01% |
49,023
+1,016
| +2% | +$30.8K |
|
1741
Zillow
Z
$7.32B
| $1.48M | ﹤0.01% |
21,183
+29
| +0.1% | +$1.95K |
|
1742
State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
$2.01B
| $1.48M | ﹤0.01% |
77,465
+7,076
| +10% | +$134K |
|
1743
Lattice Semiconductor
LSCC
$16.8B
| $1.48M | ﹤0.01% |
30,234
+16,140
| +115% | +$772K |
|
1744
Tootsie Roll Industries
TR
$2.9B
| $1.48M | ﹤0.01% |
45,566
+570
| +1% | +$18.3K |
|
1745
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.62B
| $1.48M | ﹤0.01% |
27,192
-4,234
| -13% | -$207K |
|
1746
VanEck Biotech ETF
BBH
$397M
| $1.47M | ﹤0.01% |
9,622
-236
| -2% | -$35.1K |
|
1747
Invesco California AMT-Free Municipal Bond ETF
PWZ
$1.14B
| $1.47M | ﹤0.01% |
63,159
+1,169
| +2% | +$27.3K |
|
1748
Cohen & Steers Infrastructure Fund
UTF
$3.1B
| $1.47M | ﹤0.01% |
54,636
+5,785
| +12% | +$147K |
|
|
ALEX
1749
DELISTED
Alexander & Baldwin
ALEX
| $1.47M | ﹤0.01% |
82,553
-386
| -0.5% | -$6.72K |
|
1750
Haemonetics
HAE
$3.63B
| $1.47M | ﹤0.01% |
19,723
+16,459
| +504% | +$1.09M |
|
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.