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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 | |
|---|---|---|---|---|---|---|
1901
InterDigital
IDCC
$6.73B
| $1.16M | ﹤0.01% |
5,187
-6,770
| -57% | -$1.43M |
|
1902
Innovator US Equity Ultra Buffer ETF July
UJUL
$285M
| $1.16M | ﹤0.01% |
31,600
+1,000
| +3% | +$34.2K |
|
1903
First Capital
FCAP
$215M
| $1.16M | ﹤0.01% |
28,124
| – | – |
|
1904
FS Bancorp
FSBW
$322M
| $1.16M | ﹤0.01% |
29,479
| – | – |
|
1905
Kodiak Gas Services
KGS
$5.73B
| $1.16M | ﹤0.01% |
+33,848
| New | +$1.17M |
|
1906
AngloGold Ashanti
AU
$40.2B
| $1.16M | ﹤0.01% |
25,437
-41,556
| -62% | -$1.79M |
|
1907
Hims & Hers Health
HIMS
$6.8B
| $1.15M | ﹤0.01% |
23,168
+6,863
| +42% | +$310K |
|
1908
Enphase Energy
ENPH
$4.83B
| $1.15M | ﹤0.01% |
29,072
-580
| -2% | -$26.8K |
|
|
LMUB
1909
iShares Long-Term National Muni Bond ETF
LMUB
$1.69B
| $1.15M | ﹤0.01% |
+23,677
| New | +$1.16M |
|
1910
InvenTrust Properties
IVT
$2.82B
| $1.15M | ﹤0.01% |
42,009
-2,539
| -6% | -$70.6K |
|
1911
New York Times
NYT
$12.1B
| $1.15M | ﹤0.01% |
20,555
+2,014
| +11% | +$107K |
|
|
ZJAN
1912
Innovator Equity Defined Protection ETF - 1 Yr January
ZJAN
$115M
| $1.15M | ﹤0.01% |
43,621
-4,283
| -9% | -$110K |
|
1913
Dimensional Ultrashort Fixed Income ETF
DUSB
$2.2B
| $1.15M | ﹤0.01% |
22,617
-978
| -4% | -$49.6K |
|
|
GAM
1914
General American Investors Company
GAM
$1.55B
| $1.15M | ﹤0.01% |
20,467
+4,833
| +31% | +$252K |
|
|
ZFEB
1915
Innovator Equity Defined Protection ETF - 1 Yr February
ZFEB
$154M
| $1.14M | ﹤0.01% |
46,940
| – | – |
|
1916
Axsome Therapeutics
AXSM
$12B
| $1.14M | ﹤0.01% |
10,962
-2,588
| -19% | -$274K |
|
|
CSW
1917
CSW Industrials
CSW
$4.85B
| $1.14M | ﹤0.01% |
3,983
-293
| -7% | -$88.5K |
|
1918
Coca-Cola Consolidated
COKE
$13B
| $1.14M | ﹤0.01% |
10,205
-1,575
| -13% | -$190K |
|
|
MRCC
1919
DELISTED
Monroe Capital Corp
MRCC
| $1.14M | ﹤0.01% |
179,052
-20,676
| -10% | -$138K |
|
1920
Chemed
CHE
$6.82B
| $1.14M | ﹤0.01% |
2,337
-115
| -5% | -$65.5K |
|
1921
Sixth Street Specialty
TSLX
$1.67B
| $1.13M | ﹤0.01% |
47,667
+4,216
| +10% | +$92.5K |
|
1922
Alphatec Holdings
ATEC
$1.43B
| $1.13M | ﹤0.01% |
102,154
+51,793
| +103% | +$595K |
|
1923
Petrobras
PBR
$117B
| $1.13M | ﹤0.01% |
90,550
-253,571
| -74% | -$3.04M |
|
1924
AGNC Investment
AGNC
$12.8B
| $1.13M | ﹤0.01% |
123,137
+21,403
| +21% | +$192K |
|
1925
Tyson Foods
TSN
$21.7B
| $1.13M | ﹤0.01% |
20,193
-3,368
| -14% | -$194K |
|
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.