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HighTower Advisors

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
Cap. Flow
+$1.59B
Cap. Flow %
1.99%
Top 10 Hldgs %
18.5%
Holding
4,055
New
333
Increased
1,586
Reduced
1,641
Closed
303

Top Buys

Rank Stock Value
1
PLPC icon
Preformed Line Products
PLPC
+$101M
2
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$95.9M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$89.4M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$75.1M
5
META icon
Meta Platforms (Facebook)
META
+$64.4M

Top Sells

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$59.6M
2
CLX icon
Clorox
CLX
+$49.7M
3
V icon
Visa
V
+$43.7M
4
QLTY icon
GMO US Quality ETF
QLTY
+$40.4M
5
GLD icon
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
VLY icon
2276
Valley National Bancorp
VLY
$7.94B
$675K ﹤0.01%
75,590
-1,308
-2% -$11.4K
GVA icon
2277
Granite Construction
GVA
$5.49B
$675K ﹤0.01%
7,218
-2,988
-29% -$252K
OSIS icon
2278
OSI Systems
OSIS
$3.58B
$675K ﹤0.01%
3,001
+17
+0.6% +$3.63K
BKDV
2279
BNY Mellon Dynamic Value ETF
BKDV
$1.76B
$674K ﹤0.01%
25,343
-2,681
-10% -$66.9K
HODL icon
2280
VanEck Bitcoin Trust
HODL
$1.08B
$674K ﹤0.01%
22,129
-1
-0% -$28
BRFS
2281
DELISTED
BRF SA
BRFS
$674K ﹤0.01%
+184,623
New +$668K
PSN icon
2282
Parsons
PSN
$6.36B
$673K ﹤0.01%
9,376
+91
+1% +$6.01K
TQQQ icon
2283
ProShares UltraPro QQQ
TQQQ
$31.4B
$672K ﹤0.01%
16,192
-10,376
-39% -$328K
ECG
2284
Everus Construction Group
ECG
$6.51B
$670K ﹤0.01%
10,546
+2,028
+24% +$103K
PINC
2285
DELISTED
Premier
PINC
$667K ﹤0.01%
30,403
+65
+0.2% +$1.4K
FBNC icon
2286
First Bancorp
FBNC
$2.59B
$665K ﹤0.01%
15,085
+12
+0.1% +$486
XSVM icon
2287
Invesco S&P SmallCap Value with Momentum ETF
XSVM
$675M
$664K ﹤0.01%
12,764
-6,627
-34% -$327K
MCR
2288
DELISTED
MFS Charter Income Trust
MCR
$662K ﹤0.01%
104,153
+708
+0.7% +$4.4K
SOXL icon
2289
Direxion Daily Semiconductor Bull 3X ETF
SOXL
$18.7B
$662K ﹤0.01%
26,358
-52,019
-66% -$837K
ELF icon
2290
e.l.f. Beauty
ELF
$4.95B
$661K ﹤0.01%
+5,312
New +$453K
SMHI icon
2291
SEACOR Marine Holdings
SMHI
$219M
$661K ﹤0.01%
129,598
– –
WMS icon
2292
Advanced Drainage Systems
WMS
$11B
$661K ﹤0.01%
5,754
-344
-6% -$38.5K
QBF
2293
Innovator Uncapped Bitcoin 20 Floor ETF - Quarterly
QBF
$14.1M
$661K ﹤0.01%
25,337
+10,180
+67% +$249K
REZ icon
2294
iShares Residential and Multisector Real Estate ETF
REZ
$904M
$661K ﹤0.01%
8,023
-22,313
-74% -$1.84M
DINO icon
2295
HF Sinclair
DINO
$16.4B
$660K ﹤0.01%
16,075
+18
+0.1% +$620
FXG icon
2296
First Trust Consumer Staples AlphaDEX Fund
FXG
$231M
$659K ﹤0.01%
10,417
-798
-7% -$51.1K
JSMD icon
2297
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
$1.07B
$659K ﹤0.01%
8,486
+1,386
+20% +$99.9K
ISEP icon
2298
Innovator International Developed Power Buffer ETF September
ISEP
$65.2M
$659K ﹤0.01%
21,303
– –
ALG icon
2299
Alamo Group
ALG
$2B
$655K ﹤0.01%
3,001
-104
-3% -$19.8K
NUHY icon
2300
Nuveen ESG High Yield Corporate Bond ETF
NUHY
$110M
$655K ﹤0.01%
30,182
-3,567
-11% -$75.5K
90 91
92
93 94

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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.