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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 | |
|---|---|---|---|---|---|---|
|
NPAC
1776
New Providence Acquisition Corp III
NPAC
$399M
| $1.39M | ﹤0.01% |
+136,710
| New | +$1.41M |
|
1777
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.57B
| $1.39M | ﹤0.01% |
14,316
+2,012
| +16% | +$192K |
|
1778
BNY Mellon Global Infrastructure Income ETF
BKGI
$1.21B
| $1.39M | ﹤0.01% |
35,373
+1,936
| +6% | +$70.7K |
|
1779
State Street SPDR Bloomberg Emerging Markets USD Bond ETF
EMHC
$282M
| $1.39M | ﹤0.01% |
56,307
+6,459
| +13% | +$155K |
|
1780
Amplify CEF High Income ETF
YYY
$725M
| $1.38M | ﹤0.01% |
118,100
+900
| +0.8% | +$10.1K |
|
1781
NETSCOUT
NTCT
$2.91B
| $1.38M | ﹤0.01% |
+55,676
| New | +$1.24M |
|
1782
Badger Meter
BMI
$3.71B
| $1.38M | ﹤0.01% |
5,634
-1,091
| -16% | -$247K |
|
1783
American Century US Quality Growth ETF
QGRO
$1.96B
| $1.38M | ﹤0.01% |
12,625
+500
| +4% | +$50K |
|
1784
Old Republic International
ORI
$10.5B
| $1.38M | ﹤0.01% |
35,834
-722
| -2% | -$27.2K |
|
1785
Penumbra
PEN
$12.6B
| $1.38M | ﹤0.01% |
5,367
-1,515
| -22% | -$412K |
|
1786
Camden Property Trust
CPT
$11.2B
| $1.38M | ﹤0.01% |
12,208
-2,430
| -17% | -$280K |
|
1787
Invesco Preferred ETF
PGX
$3.81B
| $1.37M | ﹤0.01% |
123,356
+4,765
| +4% | +$52.5K |
|
1788
Virtus InfraCap US Preferred Stock ETF
PFFA
$2.44B
| $1.37M | ﹤0.01% |
65,732
+6,266
| +11% | +$129K |
|
1789
Timken Company
TKR
$9.81B
| $1.37M | ﹤0.01% |
18,832
-1,528
| -8% | -$104K |
|
|
EDD
1790
Morgan Stanley Emerging Markets Domestic Debt Fund
EDD
$378M
| $1.37M | ﹤0.01% |
266,648
+670
| +0.3% | +$3.27K |
|
1791
Twilio
TWLO
$29.5B
| $1.36M | ﹤0.01% |
10,937
-664
| -6% | -$70.6K |
|
1792
Thor Industries
THO
$3.98B
| $1.36M | ﹤0.01% |
15,297
-1,910
| -11% | -$151K |
|
1793
Wynn Resorts
WYNN
$10.3B
| $1.36M | ﹤0.01% |
14,477
-486
| -3% | -$41.2K |
|
1794
MGIC Investment
MTG
$6.34B
| $1.35M | ﹤0.01% |
48,648
+4,946
| +11% | +$127K |
|
1795
O-I Glass
OI
$1.41B
| $1.35M | ﹤0.01% |
+91,809
| New | +$1.17M |
|
1796
BlackRock Science and Technology Trust
BST
$1.58B
| $1.35M | ﹤0.01% |
35,413
+519
| +1% | +$18.1K |
|
1797
Principal Financial Group
PFG
$24B
| $1.35M | ﹤0.01% |
17,012
+543
| +3% | +$41.7K |
|
1798
Landstar System
LSTR
$6.5B
| $1.35M | ﹤0.01% |
9,716
-2,323
| -19% | -$322K |
|
1799
iShares Global Energy ETF
IXC
$2.71B
| $1.35M | ﹤0.01% |
34,374
-8,265
| -19% | -$317K |
|
1800
Inter&Co
INTR
$2.45B
| $1.35M | ﹤0.01% |
181,346
+155,927
| +613% | +$1.04M |
|
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.