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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
EQR icon
2051
Equity Residential
EQR
$25.2B
$924K ﹤0.01%
13,691
-344
-2% -$23.6K
ROBO icon
2052
ROBO Global Robotics & Automation Index ETF
ROBO
$1.94B
$923K ﹤0.01%
15,443
-288
-2% -$15.4K
SW
2053
Smurfit Westrock
SW
$26.3B
$922K ﹤0.01%
21,370
-5,404
-20% -$231K
IHE icon
2054
iShares US Pharmaceuticals ETF
IHE
$1.48B
$922K ﹤0.01%
14,066
+689
+5% +$44.8K
OLED icon
2055
Universal Display
OLED
$3.81B
$920K ﹤0.01%
5,958
-875
-13% -$123K
PNFP icon
2056
Pinnacle Financial Partners Inc
PNFP
$15.6B
$917K ﹤0.01%
8,308
-331
-4% -$34.2K
LDRI
2057
iShares iBonds 1-5 Year TIPS Ladder ETF
LDRI
$22.4M
$917K ﹤0.01%
35,760
+11,634
+48% +$296K
FMNY icon
2058
First Trust New York Municipal High Income ETF
FMNY
$38.2M
$914K ﹤0.01%
35,198
+2,764
+9% +$71.7K
FFEB icon
2059
FT Vest US Equity Buffer ETF February
FFEB
$1.37B
$913K ﹤0.01%
17,419
+763
+5% +$37.8K
NUV icon
2060
Nuveen Municipal Value Fund
NUV
$1.9B
$912K ﹤0.01%
105,005
-2,416
-2% -$20.8K
POST icon
2061
Post Holdings
POST
$4.14B
$911K ﹤0.01%
8,359
+1,965
+31% +$220K
FCNCA icon
2062
First Citizens BancShares
FCNCA
$24.3B
$911K ﹤0.01%
465
+2
+0.4% +$3.63K
EPI icon
2063
WisdomTree India Earnings Fund ETF
EPI
$2.03B
$910K ﹤0.01%
19,170
+10,908
+132% +$495K
GPI icon
2064
Group 1 Automotive
GPI
$4.01B
$909K ﹤0.01%
2,082
+69
+3% +$29K
AM icon
2065
Antero Midstream
AM
$10.4B
$909K ﹤0.01%
47,966
+6,172
+15% +$110K
CRPT icon
2066
First Trust SkyBridge Crypto Industry and Digital Economy ETF
CRPT
$86.4M
$909K ﹤0.01%
39,154
-2,380
-6% -$41.6K
HFRO
2067
Highland Opportunities and Income Fund
HFRO
$403M
$908K ﹤0.01%
174,710
-36,696
-17% -$185K
JVAL icon
2068
JPMorgan US Value Factor ETF
JVAL
$834M
$908K ﹤0.01%
20,531
+2,627
+15% +$108K
EOI
2069
Eaton Vance Enhanced Equity Income Fund
EOI
$806M
$907K ﹤0.01%
43,353
+1,122
+3% +$21.6K
IGE icon
2070
iShares North American Natural Resources ETF
IGE
$735M
$907K ﹤0.01%
20,491
+600
+3% +$25.7K
TMFC icon
2071
Motley Fool 100 Index ETF
TMFC
$2B
$905K ﹤0.01%
14,021
+23
+0.2% +$1.35K
NETL icon
2072
Colterpoint Net Lease Real Estate ETF
NETL
$55.9M
$904K ﹤0.01%
+37,010
New +$890K
HESM icon
2073
Hess Midstream
HESM
$5.11B
$902K ﹤0.01%
23,414
-11,583
-33% -$441K
MISL icon
2074
First Trust Indxx Aerospace & Defense ETF
MISL
$763M
$900K ﹤0.01%
24,100
-22,265
-48% -$736K
FMAY icon
2075
FT Vest US Equity Buffer ETF May
FMAY
$1.4B
$900K ﹤0.01%
17,983
+335
+2% +$15.8K
81 82
83
84 85

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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.