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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
XPND icon
2001
First Trust Expanded Technology ETF
XPND
$37.1M
$1M ﹤0.01%
29,716
-394
-1% -$11.8K
CGCB icon
2002
Capital Group Core Bond ETF
CGCB
$5.73B
$999K ﹤0.01%
+37,981
New +$990K
IFLN
2003
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$308M
$994K ﹤0.01%
53,860
+16,375
+44% +$296K
FLO icon
2004
Flowers Foods
FLO
$1.6B
$992K ﹤0.01%
62,064
+6,372
+11% +$110K
KOF icon
2005
Coca-Cola Femsa
KOF
$22.8B
$990K ﹤0.01%
10,239
+2,010
+24% +$190K
WINN icon
2006
Harbor Long-Term Growers ETF
WINN
$1.11B
$990K ﹤0.01%
33,996
+1,760
+5% +$46.1K
BTT icon
2007
BlackRock Municipal 2030 Target Term Trust
BTT
$1.43B
$989K ﹤0.01%
45,192
-1,724
-4% -$36.7K
CHDN icon
2008
Churchill Downs
CHDN
$6.22B
$985K ﹤0.01%
9,752
-741
-7% -$72.5K
PFLT icon
2009
PennantPark Floating Rate Capital
PFLT
$705M
$983K ﹤0.01%
95,188
-1,195
-1% -$12.1K
INCY icon
2010
Incyte
INCY
$26B
$983K ﹤0.01%
14,428
-259
-2% -$16.4K
PEB.PRF icon
2011
Pebblebrook Hotel Trust 6.3% Series F Preferred Shares
PEB.PRF
$121M
$982K ﹤0.01%
55,935
+1,827
+3% +$33.2K
MTBA icon
2012
Simplify MBS ETF
MTBA
$1.52B
$981K ﹤0.01%
19,591
-2,138
-10% -$106K
GJAN icon
2013
FT Vest US Equity Moderate Buffer ETF January
GJAN
$434M
$981K ﹤0.01%
24,541
– –
PML
2014
PIMCO Municipal Income Fund II
PML
$487M
$977K ﹤0.01%
131,086
+800
+0.6% +$6.03K
SOUN icon
2015
SoundHound AI
SOUN
$2.72B
$973K ﹤0.01%
90,637
+52,135
+135% +$491K
ACHR icon
2016
Archer Aviation
ACHR
$3.68B
$972K ﹤0.01%
89,615
+49,947
+126% +$467K
CGBD icon
2017
Carlyle Secured Lending
CGBD
$719M
$971K ﹤0.01%
70,945
+541
+0.8% +$7.69K
BGRN icon
2018
iShares USD Green Bond ETF
BGRN
$498M
$970K ﹤0.01%
20,344
-6,236
-23% -$293K
UJAN icon
2019
Innovator US Equity Ultra Buffer ETF January
UJAN
$277M
$969K ﹤0.01%
23,951
+493
+2% +$19.1K
FTI icon
2020
TechnipFMC
FTI
$28.9B
$969K ﹤0.01%
28,130
-652
-2% -$19.7K
CBU icon
2021
Community Bank
CBU
$3.4B
$968K ﹤0.01%
17,030
-119
-0.7% -$6.61K
WTS icon
2022
Watts Water Technologies
WTS
$11.6B
$966K ﹤0.01%
3,929
-76
-2% -$17.1K
XHYE
2023
DELISTED
BondBloxx USD High Yield Bond Energy Sector ETF
XHYE
$964K ﹤0.01%
24,952
+1,685
+7% +$63.4K
CLVT icon
2024
Clarivate
CLVT
$1.53B
$963K ﹤0.01%
224,055
-685
-0.3% -$2.76K
IAPR icon
2025
Innovator International Developed Power Buffer ETF April
IAPR
$198M
$961K ﹤0.01%
32,858
+4,931
+18% +$139K
79 80
81
82 83

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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.