We are live on
!
Find out more
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 | |
|---|---|---|---|---|---|---|
201
iShares Core S&P US Growth ETF
IUSG
$31.1B
| $85.3M | 0.11% |
566,920
+12,627
| +2% | +$1.71M |
|
202
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
| $84.9M | 0.11% |
3,651,599
+465,002
| +15% | +$10.7M |
|
203
Williams Companies
WMB
$90.5B
| $84.3M | 0.11% |
1,342,559
+175,346
| +15% | +$10.4M |
|
204
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$4.75B
| $83.4M | 0.1% |
1,673,352
+882,227
| +112% | +$41.3M |
|
205
First Trust Value Line Dividend Fund
FVD
$8.29B
| $83M | 0.1% |
1,857,687
+32,296
| +2% | +$1.42M |
|
206
State Street Energy Select Sector SPDR ETF
XLE
$39.5B
| $82.5M | 0.1% |
1,946,334
-33,196
| -2% | -$1.38M |
|
207
Stepan Co
SCL
$1.31B
| $82.3M | 0.1% |
1,507,337
-3,508
| -0.2% | -$185K |
|
208
Dimensional US High Profitability ETF
DUHP
$12.3B
| $82M | 0.1% |
2,305,687
-78,316
| -3% | -$2.61M |
|
209
Vanguard FTSE Pacific ETF
VPL
$8.05B
| $82M | 0.1% |
997,554
-41,975
| -4% | -$3.2M |
|
210
SPDR Gold MiniShares Trust
GLDM
$27.5B
| $81.9M | 0.1% |
1,250,561
+240,273
| +24% | +$15.6M |
|
211
Colgate-Palmolive
CL
$72.6B
| $81.8M | 0.1% |
900,317
-9,433
| -1% | -$861K |
|
|
DFSD
212
Dimensional Short-Duration Fixed Income ETF
DFSD
$7.03B
| $81.7M | 0.1% |
1,702,184
-68,073
| -4% | -$3.24M |
|
213
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.41B
| $80.8M | 0.1% |
1,898,344
+804,585
| +74% | +$32.7M |
|
214
Fidelity Total Bond ETF
FBND
$26.9B
| $80.7M | 0.1% |
1,764,120
+29,924
| +2% | +$1.35M |
|
215
Air Products & Chemicals
APD
$66.3B
| $80.5M | 0.1% |
285,377
-29,049
| -9% | -$7.95M |
|
216
Gaming and Leisure Properties
GLPI
$12.8B
| $80.3M | 0.1% |
1,719,879
+16,487
| +1% | +$779K |
|
|
DFAI
217
Dimensional International Core Equity Market ETF
DFAI
$17.1B
| $79.6M | 0.1% |
2,303,959
+71,136
| +3% | +$2.33M |
|
218
Otis Worldwide
OTIS
$27.6B
| $79.2M | 0.1% |
799,605
-4,505
| -0.6% | -$435K |
|
219
Applied Materials
AMAT
$426B
| $78.9M | 0.1% |
431,228
-57,285
| -12% | -$9.08M |
|
220
Carrier Global
CARR
$57.2B
| $78.4M | 0.1% |
1,071,477
+5,610
| +0.5% | +$381K |
|
221
Vanguard Mega Cap Growth ETF
MGK
$31.9B
| $78.4M | 0.1% |
1,070,300
+58,140
| +6% | +$3.83M |
|
222
ConocoPhillips
COP
$147B
| $77.1M | 0.1% |
859,702
-72,426
| -8% | -$6.52M |
|
223
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.14B
| $76.9M | 0.1% |
1,229,193
+412,361
| +50% | +$24.9M |
|
224
Aflac
AFL
$63.9B
| $76.5M | 0.1% |
725,833
-22,086
| -3% | -$2.32M |
|
225
AT&T
T
$165B
| $76.5M | 0.1% |
2,642,666
+27,511
| +1% | +$758K |
|
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.