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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 | |
|---|---|---|---|---|---|---|
1826
Crown Holdings
CCK
$12.9B
| $1.29M | ﹤0.01% |
12,543
+203
| +2% | +$19.3K |
|
1827
Invesco BulletShares 2031 Municipal Bond ETF
BSMV
$186M
| $1.29M | ﹤0.01% |
62,636
-1,562
| -2% | -$32K |
|
1828
TIM SA
TIMB
$9.98B
| $1.29M | ﹤0.01% |
+64,187
| New | +$1.1M |
|
1829
Wingstop
WING
$3.74B
| $1.29M | ﹤0.01% |
3,827
+726
| +23% | +$215K |
|
1830
Barings BDC
BBDC
$868M
| $1.29M | ﹤0.01% |
140,788
| – | – |
|
1831
Innovator Defined Wealth Shield ETF
BALT
$2.72B
| $1.28M | ﹤0.01% |
40,041
-376
| -0.9% | -$11.9K |
|
1832
BlackRock MuniYield Quality Fund III
MYI
$713M
| $1.28M | ﹤0.01% |
122,425
+249
| +0.2% | +$2.62K |
|
1833
Dimensional World Equity ETF
DFAW
$1.56B
| $1.28M | ﹤0.01% |
+19,060
| New | +$1.19M |
|
|
JGRW
1834
Jensen Quality Growth ETF
JGRW
$85.6M
| $1.28M | ﹤0.01% |
48,170
+4,544
| +10% | +$116K |
|
1835
Ball Corp
BALL
$17.2B
| $1.27M | ﹤0.01% |
22,719
+4,753
| +26% | +$248K |
|
1836
National Beverage
FIZZ
$2.93B
| $1.27M | ﹤0.01% |
29,470
-2,572
| -8% | -$113K |
|
1837
Nuveen ESG Small-Cap ETF
NUSC
$1.29B
| $1.27M | ﹤0.01% |
31,128
-17,741
| -36% | -$684K |
|
|
PPLI
1838
People Inc
PPLI
$3.15B
| $1.27M | ﹤0.01% |
33,889
-7,151
| -17% | -$258K |
|
1839
First Horizon
FHN
$12.1B
| $1.26M | ﹤0.01% |
59,463
-1,047
| -2% | -$19.9K |
|
1840
iShares MSCI Belgium ETF
EWK
$162M
| $1.26M | ﹤0.01% |
+57,082
| New | +$1.2M |
|
1841
Atour Lifestyle Holdings
ATAT
$4.56B
| $1.26M | ﹤0.01% |
38,694
+4,521
| +13% | +$128K |
|
1842
Workiva
WK
$3.13B
| $1.26M | ﹤0.01% |
18,374
-1,537
| -8% | -$106K |
|
1843
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$192M
| $1.26M | ﹤0.01% |
26,428
+194
| +0.7% | +$8.99K |
|
|
CERY
1844
State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
CERY
$988M
| $1.26M | ﹤0.01% |
46,090
-19,559
| -30% | -$526K |
|
1845
PUT
Alibaba
BABA
$276B
| $1.25M | ﹤0.01% |
92,100
-158,400
| -63% | -$18.8M |
|
1846
iShares International Dividend Growth ETF
IGRO
$1.28B
| $1.25M | ﹤0.01% |
15,873
+6,686
| +73% | +$506K |
|
1847
XPO
XPO
$24.4B
| $1.25M | ﹤0.01% |
9,912
+1,682
| +20% | +$189K |
|
1848
Vanguard Long-Term Bond ETF
BLV
$5.78B
| $1.25M | ﹤0.01% |
17,967
+2,533
| +16% | +$173K |
|
1849
Dutch Bros
BROS
$9.01B
| $1.25M | ﹤0.01% |
18,254
+5,130
| +39% | +$335K |
|
1850
John Hancock Multifactor Mid Cap ETF
JHMM
$5.93B
| $1.25M | ﹤0.01% |
20,411
+15,628
| +327% | +$901K |
|
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.