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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 | |
|---|---|---|---|---|---|---|
1976
Shake Shack
SHAK
$2.53B
| $1.04M | ﹤0.01% |
7,370
-985
| -12% | -$107K |
|
1977
Nuveen Preferred & Income Opportunities Fund
JPC
$2.89B
| $1.04M | ﹤0.01% |
129,078
-65,850
| -34% | -$511K |
|
1978
Phillips Edison & Co
PECO
$5.44B
| $1.03M | ﹤0.01% |
29,514
+1,331
| +5% | +$47.1K |
|
1979
iShares US Small Cap Equity Factor ETF
SMLF
$4.1B
| $1.03M | ﹤0.01% |
15,215
+11,636
| +325% | +$737K |
|
1980
Jones Lang LaSalle
JLL
$15.9B
| $1.03M | ﹤0.01% |
4,034
-66
| -2% | -$15.1K |
|
1981
Centrus Energy
LEU
$3.3B
| $1.03M | ﹤0.01% |
5,629
+574
| +11% | +$61.3K |
|
1982
iShares High Yield Systematic Bond ETF
HYDB
$1.61B
| $1.03M | ﹤0.01% |
21,663
-329
| -1% | -$15.3K |
|
1983
Evolv Technologies
EVLV
$1.01B
| $1.02M | ﹤0.01% |
164,065
-4,499
| -3% | -$20.8K |
|
1984
Innovator Equity Defined Protection ETF - 2 Yr to July 2027
TJUL
$129M
| $1.02M | ﹤0.01% |
35,672
-232
| -0.6% | -$6.54K |
|
1985
Albany International
AIN
$2.16B
| $1.02M | ﹤0.01% |
14,569
-1,958
| -12% | -$130K |
|
1986
Itron
ITRI
$4.68B
| $1.02M | ﹤0.01% |
7,762
+261
| +3% | +$29.5K |
|
1987
VanEck Digital Transformation ETF
DAPP
$234M
| $1.02M | ﹤0.01% |
61,542
+6,399
| +12% | +$78.8K |
|
|
NDAA
1988
Ned Davis Research 360 Dynamic Allocation ETF
NDAA
$4.49M
| $1.02M | ﹤0.01% |
50,089
+7,721
| +18% | +$149K |
|
1989
Invesco Financial Preferred ETF
PGF
$676M
| $1.02M | ﹤0.01% |
72,147
+151
| +0.2% | +$2.12K |
|
1990
ORIX
IX
$42.8B
| $1.02M | ﹤0.01% |
45,202
+2,690
| +6% | +$55.2K |
|
1991
Pacer US Small Cap Cash Cows Growth Leaders ETF
CAFG
$30M
| $1.02M | ﹤0.01% |
41,564
+6,333
| +18% | +$149K |
|
1992
Ciena
CIEN
$48.2B
| $1.02M | ﹤0.01% |
12,482
-142
| -1% | -$10.2K |
|
1993
ABM Industries
ABM
$2.86B
| $1.01M | ﹤0.01% |
21,475
+1,077
| +5% | +$52.1K |
|
1994
JPMorgan BetaBuilders US Equity ETF
BBUS
$8.77B
| $1.01M | ﹤0.01% |
9,052
-856
| -9% | -$88.5K |
|
1995
BCE
BCE
$20.3B
| $1.01M | ﹤0.01% |
45,639
-39
| -0.1% | -$853 |
|
1996
Invesco Dorsey Wright Technology Momentum ETF
PTF
$547M
| $1.01M | ﹤0.01% |
14,764
-414,004
| -97% | -$25.5M |
|
1997
AGCO
AGCO
$8.94B
| $1.01M | ﹤0.01% |
9,768
+1,138
| +13% | +$108K |
|
1998
Invesco Large Cap Value ETF
PWV
$1.69B
| $1.01M | ﹤0.01% |
16,215
-76
| -0.5% | -$4.45K |
|
1999
iShares US Transportation ETF
IYT
$2.32B
| $1.01M | ﹤0.01% |
14,666
-543
| -4% | -$34.6K |
|
2000
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.31B
| $1M | ﹤0.01% |
45,690
-1,974
| -4% | -$42.9K |
|
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.