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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 | |
|---|---|---|---|---|---|---|
2226
Sarepta Therapeutics
SRPT
$1.68B
| $724K | ﹤0.01% |
42,324
+4,727
| +13% | +$202K |
|
2227
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11.5B
| $723K | ﹤0.01% |
30,372
-56,359
| -65% | -$1.31M |
|
2228
Universal Technical Institute
UTI
$2.12B
| $723K | ﹤0.01% |
21,322
-23,042
| -52% | -$723K |
|
2229
Liberty Broadband Class A
LBRDA
$4.42B
| $722K | ﹤0.01% |
7,383
-369
| -5% | -$32.7K |
|
2230
Insight Enterprises
NSIT
$3.71B
| $722K | ﹤0.01% |
5,228
-496
| -9% | -$66.8K |
|
2231
Qfin Holdings
QFIN
$1.65B
| $715K | ﹤0.01% |
16,498
+1,014
| +7% | +$42.3K |
|
2232
Kemper
KMPR
$1.73B
| $715K | ﹤0.01% |
11,082
-328
| -3% | -$20.3K |
|
2233
Cannae Holdings
CNNE
$650M
| $715K | ﹤0.01% |
34,289
-641
| -2% | -$11.8K |
|
2234
Innovator Growth Accelerated Plus ETF January
QTJA
$20.3M
| $714K | ﹤0.01% |
26,199
| – | – |
|
2235
Littelfuse
LFUS
$10.2B
| $713K | ﹤0.01% |
3,146
-902
| -22% | -$178K |
|
2236
Chesapeake Utilities
CPK
$3.26B
| $713K | ﹤0.01% |
5,928
+354
| +6% | +$44.5K |
|
2237
Baidu
BIDU
$35.8B
| $709K | ﹤0.01% |
8,271
-91,720
| -92% | -$7.91M |
|
2238
Charles River Laboratories
CRL
$10.8B
| $709K | ﹤0.01% |
4,674
-1,291
| -22% | -$172K |
|
2239
Hillman Solutions
HLMN
$1.58B
| $708K | ﹤0.01% |
99,167
-41,722
| -30% | -$312K |
|
2240
JPMorgan Income ETF
JPIE
$10.1B
| $708K | ﹤0.01% |
15,285
+844
| +6% | +$38.7K |
|
2241
ProShares Ultra Financials
UYG
$826M
| $708K | ﹤0.01% |
7,408
-285
| -4% | -$24.5K |
|
2242
Penske Automotive Group
PAG
$14.2B
| $707K | ﹤0.01% |
4,116
-912
| -18% | -$146K |
|
2243
Dorchester Minerals
DMLP
$1.31B
| $705K | ﹤0.01% |
25,317
-2,281
| -8% | -$64.1K |
|
2244
Mattel
MAT
$4.3B
| $705K | ﹤0.01% |
35,748
-29,671
| -45% | -$528K |
|
2245
Suncor Energy
SU
$75.6B
| $703K | ﹤0.01% |
18,782
-3,704
| -16% | -$134K |
|
2246
Knife River
KNF
$4.46B
| $703K | ﹤0.01% |
8,614
-381
| -4% | -$34.7K |
|
2247
Campbell Soup
CPB
$6.67B
| $703K | ﹤0.01% |
22,934
+5,416
| +31% | +$191K |
|
2248
Schwab Fundamental International Small Company Index ETF
FNDC
$3.02B
| $702K | ﹤0.01% |
16,690
+575
| +4% | +$22.3K |
|
2249
Core & Main
CNM
$8.17B
| $700K | ﹤0.01% |
11,600
-331
| -3% | -$17.7K |
|
2250
Ryanair
RYAAY
$29.9B
| $699K | ﹤0.01% |
12,121
-2,456
| -17% | -$125K |
|
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.