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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 | |
|---|---|---|---|---|---|---|
2076
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$345M
| $900K | ﹤0.01% |
18,453
-179
| -1% | -$8.21K |
|
2077
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$2.94B
| $898K | ﹤0.01% |
43,254
+5,249
| +14% | +$109K |
|
2078
Radware
RDWR
$1.23B
| $897K | ﹤0.01% |
30,474
-455,968
| -94% | -$10.8M |
|
2079
iShares Global Financials ETF
IXG
$676M
| $897K | ﹤0.01% |
8,094
+52
| +0.6% | +$5.45K |
|
2080
Core Scientific
CORZ
$6.59B
| $896K | ﹤0.01% |
52,468
+6,022
| +13% | +$60.3K |
|
2081
SiriusXM
SIRI
$10.5B
| $895K | ﹤0.01% |
38,978
-19,983
| -34% | -$430K |
|
2082
Texas Capital Bancshares
TCBI
$4.28B
| $893K | ﹤0.01% |
11,249
-23
| -0.2% | -$1.65K |
|
2083
iShares Core Moderate Allocation ETF
AOM
$1.75B
| $893K | ﹤0.01% |
19,391
-162
| -0.8% | -$7.16K |
|
2084
PJT Partners
PJT
$4.36B
| $893K | ﹤0.01% |
5,409
-757
| -12% | -$110K |
|
2085
XP
XP
$8.65B
| $892K | ﹤0.01% |
+44,166
| New | +$763K |
|
2086
Autoliv
ALV
$8.76B
| $888K | ﹤0.01% |
7,939
-472
| -6% | -$46.2K |
|
2087
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.9B
| $888K | ﹤0.01% |
47,464
+3,282
| +7% | +$60.8K |
|
2088
Innovator Buffer Step-Up Strategy ETF
BSTP
$59.7M
| $885K | ﹤0.01% |
25,614
+448
| +2% | +$14.7K |
|
2089
USA Compression Partners
USAC
$3.72B
| $883K | ﹤0.01% |
36,338
+381
| +1% | +$9.45K |
|
2090
Grand Canyon Education
LOPE
$3.84B
| $881K | ﹤0.01% |
4,664
-785
| -14% | -$145K |
|
2091
Atkore
ATKR
$2.54B
| $881K | ﹤0.01% |
12,484
-148
| -1% | -$9.6K |
|
2092
Global X Defense Tech ETF
SHLD
$7.12B
| $880K | ﹤0.01% |
+14,611
| New | +$785K |
|
2093
Aaon
AAON
$8.27B
| $878K | ﹤0.01% |
11,906
-488
| -4% | -$42.8K |
|
2094
NYLI FTSE International Equity Currency Neutral ETF
HFXI
$1.99B
| $875K | ﹤0.01% |
29,703
+256
| +0.9% | +$7.23K |
|
2095
Mine Safety
MSA
$6.78B
| $875K | ﹤0.01% |
5,223
-354
| -6% | -$55.4K |
|
2096
United Bankshares
UBSI
$6.57B
| $874K | ﹤0.01% |
23,989
+2,577
| +12% | +$90.5K |
|
2097
Cheniere Energy
CQP
$30.5B
| $870K | ﹤0.01% |
15,526
+887
| +6% | +$52K |
|
2098
Avista
AVA
$3.43B
| $869K | ﹤0.01% |
22,905
+14
| +0.1% | +$552 |
|
2099
AutoNation
AN
$7.1B
| $869K | ﹤0.01% |
4,374
+840
| +24% | +$152K |
|
2100
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.61B
| $868K | ﹤0.01% |
25,464
-824
| -3% | -$26.8K |
|
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.