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
GFS icon
2376
GlobalFoundries
GFS
$29.2B
$587K ﹤0.01%
15,365
+2,811
+22% +$102K
SEG
2377
Seaport Entertainment Group
SEG
$336M
$586K ﹤0.01%
31,427
-23,789
-43% -$456K
TIGR
2378
UP Fintech Holding
TIGR
$877M
$584K ﹤0.01%
60,555
+32,306
+114% +$270K
RSPU icon
2379
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
$551M
$583K ﹤0.01%
8,202
+243
+3% +$17K
MDU icon
2380
MDU Resources
MDU
$4.37B
$583K ﹤0.01%
34,991
+345
+1% +$5.8K
SRVR icon
2381
Pacer Data & Infrastructure Real Estate ETF
SRVR
$376M
$583K ﹤0.01%
18,045
-306
-2% -$9.39K
DLTR icon
2382
Dollar Tree
DLTR
$24.1B
$582K ﹤0.01%
5,881
-7,375
-56% -$637K
MOH icon
2383
Molina Healthcare
MOH
$10.4B
$582K ﹤0.01%
1,955
-432
-18% -$136K
BTO
2384
John Hancock Financial Opportunities Fund
BTO
$805M
$580K ﹤0.01%
16,372
-264
-2% -$8.69K
FIVE icon
2385
Five Below
FIVE
$11.5B
$579K ﹤0.01%
4,416
-2,600
-37% -$253K
RNP icon
2386
Cohen & Steers REIT and Preferred and Income Fund
RNP
$996M
$579K ﹤0.01%
25,416
+7,039
+38% +$151K
ENX
2387
DELISTED
Eaton Vance New York Municipal Bond Fund
ENX
$578K ﹤0.01%
62,183
-3,371
-5% -$31.3K
BSCU icon
2388
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.65B
$578K ﹤0.01%
34,423
+9,902
+40% +$164K
OSEA icon
2389
Harbor International Compounders ETF
OSEA
$471M
$576K ﹤0.01%
19,682
+2,126
+12% +$59K
SLM icon
2390
SLM Corp
SLM
$4.78B
$575K ﹤0.01%
17,537
-21,827
-55% -$668K
NUGT icon
2391
Direxion Daily Gold Miners Index Bull 2X ETF
NUGT
$887M
$575K ﹤0.01%
7,730
+1,479
+24% +$103K
EGP icon
2392
EastGroup Properties
EGP
$11.3B
$574K ﹤0.01%
3,433
+404
+13% +$67.2K
PTC icon
2393
PTC
PTC
$14.5B
$574K ﹤0.01%
3,329
-754
-18% -$122K
GGAL icon
2394
Galicia Financial Group
GGAL
$8.03B
$573K ﹤0.01%
+11,379
New +$652K
MSTU
2395
T-Rex 2X Long MSTR Daily Target ETF
MSTU
$365M
$573K ﹤0.01%
6,624
-2,000
-23% -$151K
BSY icon
2396
Bentley Systems
BSY
$10.2B
$572K ﹤0.01%
10,595
-1,615
-13% -$74.7K
ARTY
2397
iShares Future AI & Tech ETF
ARTY
$3.47B
$571K ﹤0.01%
13,931
-318
-2% -$11.1K
SFLO icon
2398
VictoryShares Small Cap Free Cash Flow ETF
SFLO
$657M
$570K ﹤0.01%
21,740
-2,733
-11% -$66.7K
SDIV icon
2399
Global X SuperDividend ETF
SDIV
$1.21B
$569K ﹤0.01%
25,247
-76
-0.3% -$1.6K
DMCY
2400
DELISTED
Democracy International Fund
DMCY
$569K ﹤0.01%
20,000
-1,370
-6% -$37K
94 95
96
97 98

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.