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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 | |
|---|---|---|---|---|---|---|
2251
Algonquin Power & Utilities
AQN
$4.63B
| $699K | ﹤0.01% |
121,960
-8,956
| -7% | -$49.1K |
|
2252
JB Hunt Transport Services
JBHT
$26.4B
| $697K | ﹤0.01% |
4,852
-1,024
| -17% | -$142K |
|
|
CBNA
2253
Chain Bridge Bancorp
CBNA
$293M
| $695K | ﹤0.01% |
+26,980
| New | +$678K |
|
|
NFEB
2254
Innovator Growth-100 Power Buffer ETF - February
NFEB
$82.2M
| $695K | ﹤0.01% |
26,765
+12,540
| +88% | +$307K |
|
2255
Strategas Macro Momentum ETF
SAMM
$29.1M
| $694K | ﹤0.01% |
25,102
+4,666
| +23% | +$118K |
|
|
QBUF
2256
Innovator Nasdaq-100 10 Buffer ETF Quarterly
QBUF
$162M
| $694K | ﹤0.01% |
25,187
| – | – |
|
2257
Pool Corp
POOL
$6.73B
| $694K | ﹤0.01% |
2,380
-787
| -25% | -$238K |
|
2258
Perspective Therapeutics
CATX
$322M
| $693K | ﹤0.01% |
201,586
| – | – |
|
|
QMNV
2259
FT Vest Nasdaq-100 Moderate Buffer ETF - November
QMNV
$57.1M
| $692K | ﹤0.01% |
32,331
| – | – |
|
2260
Skyworks Solutions
SWKS
$9.54B
| $691K | ﹤0.01% |
9,266
-78,352
| -89% | -$5.23M |
|
2261
Trinity Industries
TRN
$2.95B
| $688K | ﹤0.01% |
25,487
-228
| -0.9% | -$5.88K |
|
2262
Wyndham Hotels & Resorts
WH
$5.58B
| $687K | ﹤0.01% |
8,457
-1,610
| -16% | -$135K |
|
2263
Everest Group
EG
$15.4B
| $684K | ﹤0.01% |
2,013
-621
| -24% | -$214K |
|
2264
Sabesp
SBS
$19.9B
| $684K | ﹤0.01% |
160,492
-860,546
| -84% | -$3.33M |
|
2265
Independence Realty Trust
IRT
$3.87B
| $684K | ﹤0.01% |
38,648
-5,028
| -12% | -$94.4K |
|
2266
Artisan Partners
APAM
$2.86B
| $684K | ﹤0.01% |
15,421
+675
| +5% | +$27K |
|
2267
ACI Worldwide
ACIW
$5.88B
| $682K | ﹤0.01% |
14,860
-884
| -6% | -$43.5K |
|
2268
Gorman-Rupp
GRC
$2.13B
| $682K | ﹤0.01% |
18,564
| – | – |
|
2269
Cavco Industries
CVCO
$4.46B
| $681K | ﹤0.01% |
1,568
-3
| -0.2% | -$1.41K |
|
2270
Shift4
FOUR
$3.96B
| $680K | ﹤0.01% |
6,863
+860
| +14% | +$75K |
|
2271
FreightCar America
RAIL
$279M
| $680K | ﹤0.01% |
+78,885
| New | +$549K |
|
2272
Innovative Solutions & Support
ISSC
$345M
| $679K | ﹤0.01% |
48,887
-100
| -0.2% | -$909 |
|
2273
STAG Industrial
STAG
$7.77B
| $678K | ﹤0.01% |
18,688
+4,685
| +33% | +$162K |
|
2274
Gen Digital
GEN
$16.1B
| $677K | ﹤0.01% |
23,035
-1,160
| -5% | -$31.7K |
|
|
TRML
2275
DELISTED
Tourmaline Bio
TRML
| $677K | ﹤0.01% |
42,345
-11,073
| -21% | -$179K |
|
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.