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HighTower Advisors Portfolio holdings
AUM
$104B
1-Year Est. Return
28.3%
This Fund
S&P 500
This Quarter
Est. Return
+8.61%
1 Year Est. Return
+28.3%
3 Year Est. Return
+80.07%
5 Year Est. Return
+96.66%
10 Year Est. Return
+332%
AUM
$79.8B
AUM Growth
+$6.14B
(+8.3%)
Cap. Flow
+$1.23B
Cap. Flow
% of AUM
1.54%
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 | Miscellaneous | 46.02% |
| 2 | Technology | 13.55% |
| 3 | Financials | 10.31% |
| 4 | Consumer Discretionary | 5.93% |
| 5 | Industrials | 5.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Honeywell
HON
$65.5B
| $98.2M | 0.12% |
447,515
-16,772
| -4% | -$3.39M |
|
177
Enterprise Products Partners
EPD
$84.7B
| $97.1M | 0.12% |
3,132,516
-21,359
| -0.7% | -$665K |
|
178
iShares MSCI Intl Quality Factor ETF
IQLT
$14B
| $96.7M | 0.12% |
2,237,620
+133,835
| +6% | +$5.55M |
|
179
ASML
ASML
$669B
| $94.4M | 0.12% |
117,814
+3,933
| +3% | +$2.82M |
|
180
ETC 6 Meridian Small Cap Equity ETF
SIXS
$143M
| $93.6M | 0.12% |
2,005,043
+77,985
| +4% | +$3.56M |
|
181
Vanguard Morningstar Small-Cap Growth ETF
VBK
$23.4B
| $93.6M | 0.12% |
338,104
+15,590
| +5% | +$4.01M |
|
182
WisdomTree Floating Rate Treasury Fund
USFR
$18.8B
| $93.4M | 0.12% |
1,857,092
-500,325
| -21% | -$25.2M |
|
183
Palantir
PLTR
$412B
| $93.2M | 0.12% |
683,919
+2,278
| +0.3% | +$267K |
|
184
State Street Health Care Select Sector SPDR ETF
XLV
$43.4B
| $91.8M | 0.12% |
681,064
+6,815
| +1% | +$920K |
|
185
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.4B
| $91.7M | 0.11% |
2,598,480
+61,604
| +2% | +$2.07M |
|
186
ServiceNow
NOW
$138B
| $90.7M | 0.11% |
440,975
+15,805
| +4% | +$2.98M |
|
187
Duke Energy
DUK
$94B
| $90.5M | 0.11% |
766,610
-9,105
| -1% | -$1.07M |
|
188
United Parcel Service
UPS
$85B
| $90.1M | 0.11% |
892,722
-106,201
| -11% | -$10.4M |
|
189
First Trust Rising Dividend Achievers ETF
RDVY
$25.3B
| $88.9M | 0.11% |
1,416,412
-102,340
| -7% | -$6.02M |
|
190
Mondelez International
MDLZ
$79.1B
| $88.7M | 0.11% |
1,314,505
-21,386
| -2% | -$1.43M |
|
191
iShares 1-3 Year Treasury Bond ETF
SHY
$26.2B
| $88.6M | 0.11% |
1,069,365
+191,719
| +22% | +$15.8M |
|
192
Automatic Data Processing
ADP
$106B
| $88.6M | 0.11% |
287,222
-10,390
| -3% | -$3.19M |
|
193
S&P Global
SPGI
$125B
| $87.9M | 0.11% |
166,739
-1,544
| -0.9% | -$771K |
|
194
Emerson Electric
EMR
$84.9B
| $87.9M | 0.11% |
659,155
-57,188
| -8% | -$6.56M |
|
195
Lamar Advertising Co
LAMR
$15.1B
| $87.8M | 0.11% |
723,534
+49,445
| +7% | +$5.74M |
|
196
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$69.5B
| $87.1M | 0.11% |
1,050,520
-15,552
| -1% | -$1.26M |
|
197
Vulcan Materials
VMC
$32.7B
| $87.1M | 0.11% |
333,831
-1,304
| -0.4% | -$335K |
|
198
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.4B
| $86.9M | 0.11% |
1,647,281
-34,927
| -2% | -$1.82M |
|
199
GE Vernova
GEV
$255B
| $86.9M | 0.11% |
164,161
+757
| +0.5% | +$315K |
|
200
Blackrock
BLK
$168B
| $86.1M | 0.11% |
82,021
-2,997
| -4% | -$2.83M |
|
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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 Miscellaneous at 46% of assets, up from 45% a quarter earlier, followed by Technology and Financials.
- 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.