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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 | |
|---|---|---|---|---|---|---|
|
GTLS
1851
DELISTED
Chart Industries
GTLS
| $1.25M | ﹤0.01% |
7,570
-242
| -3% | -$35.5K |
|
1852
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.83B
| $1.24M | ﹤0.01% |
25,846
+481
| +2% | +$23K |
|
1853
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.3B
| $1.24M | ﹤0.01% |
53,475
-368
| -0.7% | -$8.39K |
|
1854
Sun Life Financial
SLF
$46.6B
| $1.24M | ﹤0.01% |
18,690
-46
| -0.2% | -$2.82K |
|
1855
Esquire Financial Holdings
ESQ
$1.1B
| $1.24M | ﹤0.01% |
13,113
-15
| -0.1% | -$1.29K |
|
1856
2x Bitcoin ETF
BITX
$893M
| $1.24M | ﹤0.01% |
+22,962
| New | +$1.1M |
|
1857
Kimbell Royalty Partners
KRP
$1.43B
| $1.24M | ﹤0.01% |
88,641
+16,459
| +23% | +$216K |
|
1858
Invesco BulletShares 2028 Municipal Bond ETF
BSMS
$310M
| $1.23M | ﹤0.01% |
53,062
+4,246
| +9% | +$97.8K |
|
1859
VanEck CEF Muni Income ETF
XMPT
$220M
| $1.23M | ﹤0.01% |
58,648
-5,398
| -8% | -$113K |
|
1860
Ducommun
DCO
$2.72B
| $1.23M | ﹤0.01% |
14,893
+2,437
| +20% | +$162K |
|
1861
Rivian
RIVN
$23.9B
| $1.23M | ﹤0.01% |
89,501
-8,132
| -8% | -$110K |
|
1862
International Seaways
INSW
$4.64B
| $1.23M | ﹤0.01% |
33,705
-4,603
| -12% | -$165K |
|
1863
California Water Service
CWT
$3.13B
| $1.23M | ﹤0.01% |
27,029
+1,244
| +5% | +$59.5K |
|
|
ETHA
1864
iShares Ethereum Trust ETF
ETHA
$5.57B
| $1.23M | ﹤0.01% |
64,289
+32,034
| +99% | +$533K |
|
1865
Innovator US Small Cap Power Buffer ETF October
KOCT
$141M
| $1.23M | ﹤0.01% |
40,195
-2,606
| -6% | -$76.5K |
|
|
VG
1866
Venture Global Inc
VG
$30.3B
| $1.22M | ﹤0.01% |
78,625
+52,728
| +204% | +$610K |
|
1867
Westrock Coffee
WEST
$806M
| $1.22M | ﹤0.01% |
213,778
-59
| -0% | -$381 |
|
1868
iShares US Insurance ETF
IAK
$523M
| $1.22M | ﹤0.01% |
9,065
+5,894
| +186% | +$783K |
|
1869
Pan American Silver
PAAS
$18.3B
| $1.22M | ﹤0.01% |
42,893
-136,895
| -76% | -$3.54M |
|
1870
Fulton Financial
FULT
$4.73B
| $1.22M | ﹤0.01% |
67,446
+3,776
| +6% | +$64.5K |
|
1871
FirstCash
FCFS
$9.01B
| $1.22M | ﹤0.01% |
9,001
+966
| +12% | +$124K |
|
1872
Neurocrine Biosciences
NBIX
$18.3B
| $1.21M | ﹤0.01% |
9,663
-21
| -0.2% | -$2.41K |
|
1873
iShares ESG Screened S&P Mid-Cap ETF
XJH
$422M
| $1.21M | ﹤0.01% |
29,120
+851
| +3% | +$33.5K |
|
1874
C3.ai
AI
$1.38B
| $1.21M | ﹤0.01% |
49,132
-5,693
| -10% | -$130K |
|
1875
NEOS Nasdaq 100 High Income ETF
QQQI
$13.1B
| $1.21M | ﹤0.01% |
23,194
+5,614
| +32% | +$275K |
|
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.