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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 | |
|---|---|---|---|---|---|---|
|
EMBJ
1876
Embraer S.A. ADS
EMBJ
$12.1B
| $1.21M | ﹤0.01% |
21,194
-16,883
| -44% | -$797K |
|
1877
Lennox International
LII
$18.9B
| $1.21M | ﹤0.01% |
2,104
-493
| -19% | -$276K |
|
1878
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$2.08B
| $1.2M | ﹤0.01% |
49,918
+303
| +0.6% | +$6.89K |
|
1879
iShares MSCI Global Metals & Mining Producers ETF
PICK
$2.15B
| $1.2M | ﹤0.01% |
31,940
+7,263
| +29% | +$261K |
|
1880
Constellium
CSTM
$3.91B
| $1.2M | ﹤0.01% |
+90,105
| New | +$1.01M |
|
1881
Amdocs
DOX
$5.86B
| $1.2M | ﹤0.01% |
13,110
-1,134
| -8% | -$101K |
|
1882
Dimensional International Small Cap ETF
DFIS
$5.73B
| $1.19M | ﹤0.01% |
39,994
+1,732
| +5% | +$47.9K |
|
1883
Tradeweb Markets
TW
$22.4B
| $1.19M | ﹤0.01% |
8,150
+904
| +12% | +$126K |
|
|
TEM
1884
Tempus AI
TEM
$7.37B
| $1.19M | ﹤0.01% |
18,711
+12,087
| +182% | +$693K |
|
1885
Lincoln National
LNC
$7.98B
| $1.19M | ﹤0.01% |
34,306
-1,146
| -3% | -$37.5K |
|
|
REFI
1886
Chicago Atlantic Real Estate Finance
REFI
$255M
| $1.19M | ﹤0.01% |
84,981
+3,052
| +4% | +$43.8K |
|
|
TNGY
1887
Tortoise Energy ETF
TNGY
$543M
| $1.19M | ﹤0.01% |
+129,174
| New | +$1.18M |
|
|
FEOE
1888
First Eagle Overseas Equity ETF
FEOE
$1.54B
| $1.18M | ﹤0.01% |
+28,079
| New | +$1.13M |
|
|
AD
1889
Array Digital Infrastructure
AD
$3.03B
| $1.18M | ﹤0.01% |
+18,413
| New | +$1.17M |
|
1890
Healthcare Realty
HR
$7.46B
| $1.18M | ﹤0.01% |
74,226
-4,234
| -5% | -$64.4K |
|
1891
Keurig Dr Pepper
KDP
$42.9B
| $1.18M | ﹤0.01% |
35,606
+689
| +2% | +$23.3K |
|
1892
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.25B
| $1.18M | ﹤0.01% |
54,983
+1,359
| +3% | +$28.1K |
|
1893
Prudential
PUK
$36B
| $1.18M | ﹤0.01% |
46,990
+26,011
| +124% | +$582K |
|
1894
NGL Energy Partners
NGL
$1.87B
| $1.18M | ﹤0.01% |
275,280
| – | – |
|
1895
New Jersey Resources
NJR
$6.12B
| $1.18M | ﹤0.01% |
26,223
-3,552
| -12% | -$166K |
|
1896
Klaviyo
KVYO
$5.51B
| $1.17M | ﹤0.01% |
34,858
+12,451
| +56% | +$394K |
|
1897
Invesco Bloomberg Pricing Power ETF
POWA
$180M
| $1.17M | ﹤0.01% |
13,516
+25
| +0.2% | +$2.07K |
|
1898
BlackRock MuniYield Quality Fund
MQY
$809M
| $1.17M | ﹤0.01% |
105,310
+1,503
| +1% | +$16.6K |
|
1899
AerCap
AER
$23.9B
| $1.17M | ﹤0.01% |
9,991
-947
| -9% | -$102K |
|
1900
iShares US Telecommunications ETF
IYZ
$1.17B
| $1.17M | ﹤0.01% |
39,181
+9
| +0% | +$247 |
|
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.