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HighTower Advisors

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
Cap. Flow
+$1.59B
Cap. Flow %
1.99%
Top 10 Hldgs %
18.5%
Holding
4,055
New
333
Increased
1,586
Reduced
1,641
Closed
303

Top Buys

Rank Stock Value
1
PLPC icon
Preformed Line Products
PLPC
+$101M
2
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$95.9M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$89.4M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$75.1M
5
META icon
Meta Platforms (Facebook)
META
+$64.4M

Top Sells

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$59.6M
2
CLX icon
Clorox
CLX
+$49.7M
3
V icon
Visa
V
+$43.7M
4
QLTY icon
GMO US Quality ETF
QLTY
+$40.4M
5
GLD icon
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
MFIC icon
1926
MidCap Financial Investment
MFIC
$808M
$1.13M ﹤0.01%
89,492
+3,928
+5% +$48.2K
FEGE
1927
First Eagle Global Equity ETF
FEGE
$2.2B
$1.13M ﹤0.01%
+27,955
New +$1.07M
CRUS icon
1928
Cirrus Logic
CRUS
$6.9B
$1.12M ﹤0.01%
10,770
-1,584
-13% -$155K
COO icon
1929
Cooper Companies
COO
$14B
$1.12M ﹤0.01%
15,756
-1,332
-8% -$102K
FINX icon
1930
Global X FinTech ETF
FINX
$173M
$1.12M ﹤0.01%
32,713
+13
+0% +$386
DJAN icon
1931
FT Vest US Equity Deep Buffer ETF January
DJAN
$472M
$1.12M ﹤0.01%
27,700
+16,496
+147% +$636K
ICLN icon
1932
iShares Global Clean Energy ETF
ICLN
$2.27B
$1.12M ﹤0.01%
85,207
-3,211
-4% -$39.4K
SNV
1933
DELISTED
Synovus
SNV
$1.12M ﹤0.01%
21,583
-1,306
-6% -$60K
XHLF icon
1934
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
$1.94B
$1.12M ﹤0.01%
22,185
+16,921
+321% +$850K
BIIB icon
1935
Biogen
BIIB
$30.3B
$1.11M ﹤0.01%
8,871
-2,826
-24% -$352K
ESIX
1936
DELISTED
State Street SPDR S&P SmallCap 600 ESG ETF
ESIX
$1.11M ﹤0.01%
+37,818
New +$1.06M
MRNA icon
1937
Moderna
MRNA
$22B
$1.11M ﹤0.01%
40,229
-310
-0.8% -$8.16K
AOA icon
1938
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.17B
$1.11M ﹤0.01%
13,299
+3,790
+40% +$296K
XTEN icon
1939
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
$1.05B
$1.11M ﹤0.01%
23,940
-686
-3% -$31.3K
CR icon
1940
Crane Co
CR
$13B
$1.1M ﹤0.01%
5,802
-586
-9% -$97.3K
XT icon
1941
iShares Future Exponential Technologies ETF
XT
$3.78B
$1.1M ﹤0.01%
16,871
-1,773
-10% -$106K
SYM icon
1942
Symbotic
SYM
$5.3B
$1.1M ﹤0.01%
28,212
-5,743
-17% -$150K
EWZ icon
1943
iShares MSCI Brazil ETF
EWZ
$9.13B
$1.09M ﹤0.01%
37,902
+10,415
+38% +$281K
FCAL icon
1944
First Trust California Municipal High income ETF
FCAL
$220M
$1.09M ﹤0.01%
22,790
+584
+3% +$28.1K
CHH icon
1945
Choice Hotels
CHH
$5.23B
$1.09M ﹤0.01%
8,566
-1,610
-16% -$203K
ALAB icon
1946
Astera Labs
ALAB
$45.4B
$1.08M ﹤0.01%
11,963
+2,812
+31% +$222K
K
1947
DELISTED
Kellanova
K
$1.08M ﹤0.01%
13,592
-692
-5% -$56.5K
TEVA icon
1948
Teva Pharmaceuticals
TEVA
$36.9B
$1.08M ﹤0.01%
64,491
-119,044
-65% -$1.92M
SSNC icon
1949
SS&C Technologies
SSNC
$18.6B
$1.08M ﹤0.01%
13,052
-250
-2% -$19.7K
KJUN
1950
Innovator U.S. Small Cap Power Buffer ETF - June
KJUN
$57.8M
$1.08M ﹤0.01%
41,789
– –
76 77
78
79 80

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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.