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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 | |
|---|---|---|---|---|---|---|
|
TYG
2151
Tortoise Energy Infrastructure Corp
TYG
$1.11B
| $808K | ﹤0.01% |
18,401
-1,058
| -5% | -$42.9K |
|
2152
Invesco CurrencyShares Japanese Yen Trust
FXY
$426M
| $806K | ﹤0.01% |
12,610
-6,515
| -34% | -$415K |
|
2153
Strategas Macro Thematic Opportunities ETF
SAMT
$862M
| $804K | ﹤0.01% |
23,344
+1,721
| +8% | +$53.4K |
|
|
VPLS
2154
Vanguard Core Plus Bond ETF
VPLS
$1.65B
| $803K | ﹤0.01% |
10,323
+2,534
| +33% | +$194K |
|
2155
Performance Food Group
PFGC
$18B
| $803K | ﹤0.01% |
9,178
-113
| -1% | -$9.41K |
|
|
ETV
2156
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
$1.71B
| $801K | ﹤0.01% |
57,737
+8,434
| +17% | +$111K |
|
2157
Ericsson
ERIC
$31.8B
| $799K | ﹤0.01% |
94,199
-16,843
| -15% | -$138K |
|
2158
iShares Gold Trust Micro
IAUM
$6.4B
| $798K | ﹤0.01% |
+24,184
| New | +$792K |
|
2159
Middleby
MIDD
$6.15B
| $797K | ﹤0.01% |
5,537
-476
| -8% | -$67.1K |
|
2160
OppFi
OPFI
$804M
| $796K | ﹤0.01% |
+56,914
| New | +$640K |
|
2161
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.08B
| $793K | ﹤0.01% |
27,086
-263,045
| -91% | -$7.48M |
|
2162
United Natural Foods
UNFI
$2.97B
| $793K | ﹤0.01% |
34,003
-37,791
| -53% | -$985K |
|
2163
Dave Inc
DAVE
$5.16B
| $792K | ﹤0.01% |
+2,950
| New | +$465K |
|
2164
VanEck Low Carbon Energy ETF
SMOG
$128M
| $791K | ﹤0.01% |
7,197
-377
| -5% | -$39.7K |
|
2165
John Hancock Preferred Income ETF
JHPI
$213M
| $791K | ﹤0.01% |
35,093
+12,181
| +53% | +$271K |
|
2166
Alger AI Enablers & Adopters ETF
ALAI
$454M
| $789K | ﹤0.01% |
25,564
+1,291
| +5% | +$33.6K |
|
2167
NEOS Enhanced Income Aggregate Bond ETF
BNDI
$185M
| $789K | ﹤0.01% |
16,661
+531
| +3% | +$24.7K |
|
2168
Fox Class B
FOX
$21.3B
| $788K | ﹤0.01% |
15,262
+10,795
| +242% | +$526K |
|
2169
Innovator US Equity Accelerated Plus ETF January
XTJA
$20.5M
| $788K | ﹤0.01% |
26,778
+4,894
| +22% | +$134K |
|
2170
Lyft
LYFT
$5.73B
| $786K | ﹤0.01% |
49,881
+1,679
| +3% | +$23.5K |
|
2171
Old Second Bancorp
OSBC
$1.27B
| $786K | ﹤0.01% |
44,306
-3,143
| -7% | -$51.2K |
|
2172
Energy Fuels
UUUU
$2.93B
| $786K | ﹤0.01% |
136,629
+6,968
| +5% | +$33.4K |
|
2173
Invesco CurrencyShares Euro Currency Trust
FXE
$341M
| $785K | ﹤0.01% |
+7,217
| New | +$755K |
|
2174
PUT
JD.com
JD
$41.8B
| $782K | ﹤0.01% |
350,600
-22,000
| -6% | -$751K |
|
2175
Jazz Pharmaceuticals
JAZZ
$16B
| $781K | ﹤0.01% |
7,357
-1,307
| -15% | -$142K |
|
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.