We are live on ! Find out more
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
GBCI icon
2326
Glacier Bancorp
GBCI
$6.38B
$626K ﹤0.01%
14,543
-298
-2% -$12.4K
PFXF icon
2327
VanEck Preferred Securities ex Financials ETF
PFXF
$2.4B
$626K ﹤0.01%
36,565
+281
+0.8% +$4.66K
NAPR icon
2328
Innovator Growth-100 Power Buffer ETF April
NAPR
$208M
$626K ﹤0.01%
12,263
+2,141
+21% +$104K
CBT icon
2329
Cabot Corp
CBT
$4.61B
$624K ﹤0.01%
8,322
-1,589
-16% -$122K
FCG icon
2330
First Trust Natural Gas ETF
FCG
$617M
$623K ﹤0.01%
26,958
+728
+3% +$16.3K
UTG icon
2331
Reaves Utility Income Fund
UTG
$3.64B
$623K ﹤0.01%
17,207
-913
-5% -$30.5K
EBTC
2332
DELISTED
Enterprise Bancorp
EBTC
$622K ﹤0.01%
15,696
+1,913
+14% +$73K
VNO icon
2333
Vornado Realty Trust
VNO
$7.43B
$622K ﹤0.01%
16,258
-2,916
-15% -$109K
LONZ icon
2334
PIMCO Senior Loan Active Exchange-Traded Fund
LONZ
$579M
$620K ﹤0.01%
12,167
-3,074
-20% -$155K
FMAT icon
2335
Fidelity MSCI Materials Index ETF
FMAT
$587M
$619K ﹤0.01%
12,417
-2,073
-14% -$99.5K
EIG icon
2336
Employers Holdings
EIG
$906M
$619K ﹤0.01%
13,120
-289
-2% -$13.9K
FEM icon
2337
First Trust Emerging Markets AlphaDEX Fund
FEM
$746M
$618K ﹤0.01%
25,178
-2,450
-9% -$56.9K
SWX icon
2338
Southwest Gas
SWX
$6.66B
$618K ﹤0.01%
8,311
+1,887
+29% +$136K
ELS icon
2339
Equity Lifestyle Properties
ELS
$12.6B
$617K ﹤0.01%
9,997
-1,827
-15% -$117K
EIS icon
2340
iShares MSCI Israel ETF
EIS
$892M
$616K ﹤0.01%
6,492
+1,079
+20% +$87.9K
BITO icon
2341
ProShares Bitcoin Strategy ETF
BITO
$1.42B
$615K ﹤0.01%
28,591
-644
-2% -$13.3K
XHB icon
2342
State Street SPDR S&P Homebuilders ETF
XHB
$1.68B
$610K ﹤0.01%
6,184
+307
+5% +$29.2K
IDHQ icon
2343
Invesco S&P International Developed Quality ETF
IDHQ
$914M
$609K ﹤0.01%
18,472
-1,051
-5% -$33K
QQQ icon
2344
PUT
Invesco QQQ Trust
QQQ
$449B
$609K ﹤0.01%
46,600
-3,000
-6% -$1.49M
HE icon
2345
Hawaiian Electric Industries
HE
$2.28B
$607K ﹤0.01%
57,122
+6,584
+13% +$68.7K
IAG icon
2346
IAMGOLD
IAG
$8.5B
$607K ﹤0.01%
82,595
-274,707
-77% -$1.93M
HIMU
2347
iShares High Yield Muni Active ETF
HIMU
$2.39B
$606K ﹤0.01%
12,452
-22,001
-64% -$1.06M
MAC icon
2348
Macerich
MAC
$7.41B
$605K ﹤0.01%
37,384
-26,542
-42% -$409K
MTDR icon
2349
Matador Resources
MTDR
$5.86B
$604K ﹤0.01%
12,650
+5,905
+88% +$261K
LGND icon
2350
Ligand Pharmaceuticals
LGND
$5.96B
$604K ﹤0.01%
5,309
+9
+0.2% +$962
92 93
94
95 96

Similar funds

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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.