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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 | |
|---|---|---|---|---|---|---|
|
GAU
2301
Galiano Gold
GAU
$478M
| $655K | ﹤0.01% |
515,779
+490,779
| +1,963% | +$667K |
|
|
BLD
2302
DELISTED
TopBuild
BLD
| $655K | ﹤0.01% |
2,022
-1,002
| -33% | -$297K |
|
2303
ProShares Investment Grade-Interest Rate Hedged
IGHG
$328M
| $654K | ﹤0.01% |
8,352
+1,170
| +16% | +$90.1K |
|
|
MASI
2304
DELISTED
Masimo
MASI
| $654K | ﹤0.01% |
3,889
-661
| -15% | -$106K |
|
|
RA
2305
Brookfield Real Assets Income Fund
RA
$704M
| $653K | ﹤0.01% |
48,849
-11,388
| -19% | -$147K |
|
2306
Iridium Communications
IRDM
$4.87B
| $649K | ﹤0.01% |
21,519
-6,720
| -24% | -$175K |
|
2307
SPS Commerce
SPSC
$2.41B
| $643K | ﹤0.01% |
4,724
-1,853
| -28% | -$257K |
|
2308
Global X MSCI Argentina ETF
ARGT
$843M
| $641K | ﹤0.01% |
7,560
-3,106
| -29% | -$268K |
|
2309
ADMA Biologics
ADMA
$1.97B
| $640K | ﹤0.01% |
35,156
+4,948
| +16% | +$101K |
|
2310
RadNet
RDNT
$4.84B
| $639K | ﹤0.01% |
11,224
+1,879
| +20% | +$103K |
|
2311
Invesco BulletShares 2032 Municipal Bond ETF
BSMW
$213M
| $638K | ﹤0.01% |
26,058
-1,696
| -6% | -$41.3K |
|
2312
Adasina Social Justice All Cap Global ETF
JSTC
$298M
| $637K | ﹤0.01% |
32,198
+135
| +0.4% | +$2.52K |
|
2313
Trex
TREX
$4.57B
| $636K | ﹤0.01% |
11,701
-758
| -6% | -$43K |
|
2314
First Trust Dow Jones Global Select Dividend Index Fund
FGD
$1.53B
| $635K | ﹤0.01% |
23,062
-2,653
| -10% | -$67.9K |
|
2315
Ovintiv
OVV
$16.6B
| $634K | ﹤0.01% |
16,667
-2,963
| -15% | -$109K |
|
2316
Teleflex
TFX
$5.8B
| $634K | ﹤0.01% |
5,356
+254
| +5% | +$32K |
|
2317
Dorian LPG
LPG
$1.88B
| $633K | ﹤0.01% |
25,972
-316
| -1% | -$6.99K |
|
2318
BNY Mellon High Yield Beta ETF
BKHY
$158M
| $633K | ﹤0.01% |
13,105
-6,510
| -33% | -$308K |
|
2319
Crocs
CROX
$6.69B
| $631K | ﹤0.01% |
6,231
-1,419
| -19% | -$145K |
|
2320
Themes Generative Artificial Intelligence ETF
WISE
$26.4M
| $630K | ﹤0.01% |
+17,413
| New | +$550K |
|
2321
CALL
Strategy Inc
MSTR
$36B
| $629K | ﹤0.01% |
200,000
+199,500
| +39,900% | +$72.7M |
|
2322
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$265M
| $629K | ﹤0.01% |
15,085
-138
| -0.9% | -$5.36K |
|
2323
Victory Capital Holdings
VCTR
$6.23B
| $628K | ﹤0.01% |
9,863
-659
| -6% | -$39.7K |
|
2324
FormFactor
FORM
$7.7B
| $628K | ﹤0.01% |
18,241
-444
| -2% | -$13.5K |
|
|
NBH
2325
Neuberger Municipal Fund Inc
NBH
$305M
| $627K | ﹤0.01% |
63,736
+9,866
| +18% | +$98.3K |
|
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.