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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 | |
|---|---|---|---|---|---|---|
2176
A.O. Smith
AOS
$8.86B
| $780K | ﹤0.01% |
11,892
-1,335
| -10% | -$87.3K |
|
2177
FT Vest US Equity Deep Buffer ETF July
DJUL
$430M
| $780K | ﹤0.01% |
17,552
| – | – |
|
|
INVN
2178
Alger Russell Innovation ETF
INVN
$10.2M
| $777K | ﹤0.01% |
40,692
+27,841
| +217% | +$503K |
|
2179
Goldman Sachs Hedge Industry VIP ETF
GVIP
$547M
| $777K | ﹤0.01% |
5,614
+102
| +2% | +$12.8K |
|
2180
WEX
WEX
$6.16B
| $776K | ﹤0.01% |
5,281
-489
| -8% | -$65.7K |
|
2181
Applied Industrial Technologies
AIT
$12.9B
| $775K | ﹤0.01% |
3,334
-894
| -21% | -$203K |
|
2182
Pacer Emerging Markets Cash Cows 100 ETF
ECOW
$220M
| $775K | ﹤0.01% |
35,085
-131
| -0.4% | -$2.73K |
|
2183
Nokia
NOK
$49.5B
| $774K | ﹤0.01% |
149,512
+8,774
| +6% | +$45.2K |
|
2184
BOK Financial
BOKF
$8.67B
| $774K | ﹤0.01% |
7,932
+685
| +9% | +$64.4K |
|
2185
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$1.53B
| $774K | ﹤0.01% |
28,090
-943
| -3% | -$24.9K |
|
2186
WisdomTree International Equity Fund
DWM
$671M
| $772K | ﹤0.01% |
12,139
+370
| +3% | +$22.5K |
|
|
CRCL
2187
Circle Internet Group
CRCL
$16.2B
| $771K | ﹤0.01% |
+4,252
| New | +$693K |
|
2188
Gildan
GIL
$9.54B
| $767K | ﹤0.01% |
15,575
+809
| +5% | +$37.1K |
|
2189
Compass
COMP
$8.93B
| $766K | ﹤0.01% |
121,973
-2,220
| -2% | -$15.2K |
|
2190
Under Armour Class C
UA
$2.98B
| $766K | ﹤0.01% |
118,003
-6,764
| -5% | -$39.9K |
|
2191
JetBlue
JBLU
$2.17B
| $766K | ﹤0.01% |
180,975
+99,278
| +122% | +$444K |
|
2192
Schwab 1000 Index ETF
SCHK
$5.68B
| $765K | ﹤0.01% |
25,667
+2,357
| +10% | +$65K |
|
|
GRAL
2193
GRAIL Inc
GRAL
$2.84B
| $763K | ﹤0.01% |
14,845
+3,254
| +28% | +$118K |
|
2194
Nabors Industries
NBR
$1.13B
| $763K | ﹤0.01% |
27,240
-425
| -2% | -$12.6K |
|
|
BRKL
2195
DELISTED
Brookline Bancorp
BRKL
| $762K | ﹤0.01% |
72,210
+16,708
| +30% | +$174K |
|
2196
Howard Hughes
HHH
$3.93B
| $757K | ﹤0.01% |
11,211
+544
| +5% | +$37.2K |
|
2197
Roku
ROKU
$21.4B
| $756K | ﹤0.01% |
8,607
-4,838
| -36% | -$338K |
|
2198
Woodside Energy
WDS
$42.2B
| $755K | ﹤0.01% |
48,915
-552
| -1% | -$7.72K |
|
2199
Valaris
VAL
$5.28B
| $753K | ﹤0.01% |
17,875
+1,929
| +12% | +$72.6K |
|
2200
WillScot Mobile Mini Holdings
WSC
$4.81B
| $752K | ﹤0.01% |
27,450
+1,100
| +4% | +$29.3K |
|
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.