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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
XSHQ icon
2126
Invesco S&P SmallCap Quality ETF
XSHQ
$249M
$830K ﹤0.01%
20,370
-42,372
-68% -$1.65M
CALI
2127
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF
CALI
$428M
$829K ﹤0.01%
16,427
+6,356
+63% +$319K
KRMA
2128
DELISTED
Global X Conscious Companies ETF
KRMA
$827K ﹤0.01%
20,486
– –
ACLX
2129
DELISTED
Arcellx
ACLX
$826K ﹤0.01%
12,542
-134
-1% -$8.34K
BORR
2130
Borr Drilling
BORR
$1.27B
$825K ﹤0.01%
450,718
-21,507
-5% -$40.6K
GLP icon
2131
Global Partners
GLP
$1.64B
$824K ﹤0.01%
15,632
+488
+3% +$25.1K
QCLN icon
2132
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$609M
$823K ﹤0.01%
25,171
-4,530
-15% -$135K
HRB icon
2133
H&R Block
HRB
$5.37B
$821K ﹤0.01%
14,963
-2,078
-12% -$120K
BME icon
2134
BlackRock Health Sciences Trust
BME
$558M
$820K ﹤0.01%
22,477
-3,508
-14% -$127K
GNL icon
2135
Global Net Lease
GNL
$1.87B
$819K ﹤0.01%
108,510
-8,910
-8% -$67.6K
NVDA icon
2136
PUT
NVIDIA
NVDA
$4.76T
$818K ﹤0.01%
102,600
-63,900
-38% -$8.04M
IOT icon
2137
Samsara
IOT
$20.6B
$818K ﹤0.01%
20,557
-1,207
-6% -$49.9K
WFC.PRL icon
2138
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.68B
$817K ﹤0.01%
696
-263
-27% -$306K
FL
2139
DELISTED
Foot Locker
FL
$817K ﹤0.01%
33,343
-276
-0.8% -$5.01K
EXI icon
2140
iShares Global Industrials ETF
EXI
$1.42B
$816K ﹤0.01%
4,931
-142
-3% -$21.8K
FLRT icon
2141
Pacer Aristotle Pacific Floating Rate High Income ETF
FLRT
$656M
$816K ﹤0.01%
17,133
+5,517
+47% +$259K
AAPL icon
2142
PUT
Apple
AAPL
$4.95T
$815K ﹤0.01%
233,100
+208,500
+848% +$42.1M
APG icon
2143
APi Group
APG
$17.3B
$814K ﹤0.01%
23,910
-1,101
-4% -$31.5K
PARA
2144
DELISTED
Paramount Global Class B
PARA
$813K ﹤0.01%
63,038
-10,500
-14% -$123K
EALT icon
2145
Innovator US Equity 5 to 15 Buffer ETF Quarterly
EALT
$165M
$811K ﹤0.01%
24,900
– –
PSO icon
2146
Pearson
PSO
$10.1B
$811K ﹤0.01%
54,312
-5,036
-8% -$78.3K
DBC icon
2147
Invesco DB Commodity Index Tracking Fund
DBC
$1.67B
$811K ﹤0.01%
37,167
+371
+1% +$7.95K
DNOV icon
2148
FT Vest US Equity Deep Buffer ETF November
DNOV
$395M
$810K ﹤0.01%
18,124
– –
BSSX icon
2149
Invesco BulletShares 2033 Municipal Bond ETF
BSSX
$132M
$809K ﹤0.01%
32,273
+7,103
+28% +$177K
MTCH icon
2150
Match Group
MTCH
$9.05B
$808K ﹤0.01%
26,152
-7,307
-22% -$219K
84 85
86
87 88

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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.