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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 | |
|---|---|---|---|---|---|---|
2101
Pacer US Cash Cows Growth ETF
BUL
$129M
| $866K | ﹤0.01% |
17,588
+1,859
| +12% | +$85.1K |
|
2102
Cohen & Steers Quality Income Realty Fund
RQI
$1.71B
| $861K | ﹤0.01% |
69,194
+16,994
| +33% | +$207K |
|
2103
VanEck Morningstar SMID Moat ETF
SMOT
$333M
| $861K | ﹤0.01% |
24,748
-33,788
| -58% | -$1.1M |
|
2104
Celanese
CE
$4.87B
| $858K | ﹤0.01% |
15,501
-20,445
| -57% | -$1.02M |
|
2105
iShares S&P GSCI Commodity-Indexed Trust
GSG
$981M
| $857K | ﹤0.01% |
38,901
-10,740
| -22% | -$233K |
|
|
TLN
2106
Talen Energy Corp
TLN
$16.6B
| $855K | ﹤0.01% |
+2,939
| New | +$697K |
|
2107
Dimensional Emerging Markets High Profitability ETF
DEHP
$417M
| $852K | ﹤0.01% |
30,428
| – | – |
|
2108
Quad
QUAD
$438M
| $852K | ﹤0.01% |
150,726
-8,096
| -5% | -$43.8K |
|
2109
Hexcel
HXL
$8.28B
| $851K | ﹤0.01% |
15,070
-3,295
| -18% | -$174K |
|
2110
TG Therapeutics
TGTX
$8.53B
| $851K | ﹤0.01% |
23,650
+759
| +3% | +$28.3K |
|
|
CGMM
2111
Capital Group U.S. Small and Mid Cap ETF
CGMM
$3.12B
| $850K | ﹤0.01% |
+31,636
| New | +$781K |
|
2112
Virtus Newfleet ABS/MBS ETF
VABS
$112M
| $850K | ﹤0.01% |
34,631
+13,306
| +62% | +$324K |
|
2113
State Street SPDR S&P Retail ETF
XRT
$448M
| $850K | ﹤0.01% |
11,032
-277
| -2% | -$20.1K |
|
2114
Viatris
VTRS
$20.5B
| $848K | ﹤0.01% |
94,999
-132,452
| -58% | -$1.12M |
|
2115
Avantor
AVTR
$8.03B
| $840K | ﹤0.01% |
62,392
+35,427
| +131% | +$485K |
|
2116
Summit Therapeutics
SMMT
$10.5B
| $838K | ﹤0.01% |
39,381
+184
| +0.5% | +$4.2K |
|
2117
Nutrien
NTR
$32.4B
| $836K | ﹤0.01% |
14,363
-1,008
| -7% | -$57K |
|
2118
Triple Flag Precious Metals
TFPM
$6B
| $836K | ﹤0.01% |
35,293
+6,307
| +22% | +$138K |
|
2119
Invesco BulletShares 2026 Municipal Bond ETF
BSMQ
$270M
| $835K | ﹤0.01% |
35,457
+11,715
| +49% | +$275K |
|
2120
International Flavors & Fragrances
IFF
$19.5B
| $834K | ﹤0.01% |
11,338
-3,671
| -24% | -$277K |
|
|
WCLD
2121
WisdomTree Cloud Computing Fund
WCLD
$258M
| $833K | ﹤0.01% |
23,050
-5,001
| -18% | -$170K |
|
|
CPSL
2122
Calamos Laddered S&P 500 Structured Alt Protection ETF
CPSL
$121M
| $832K | ﹤0.01% |
31,641
+11,646
| +58% | +$299K |
|
2123
Janus Henderson B-BBB CLO ETF
JBBB
$1.41B
| $832K | ﹤0.01% |
17,263
-12
| -0.1% | -$576 |
|
2124
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$2.06B
| $831K | ﹤0.01% |
19,207
-7,437
| -28% | -$300K |
|
2125
KT
KT
$8.92B
| $830K | ﹤0.01% |
39,949
+3,566
| +10% | +$67.8K |
|
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.