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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 | |
|---|---|---|---|---|---|---|
2401
Federated Hermes US Strategic Dividend ETF
FDV
$857M
| $569K | ﹤0.01% |
20,722
+5,430
| +36% | +$146K |
|
2402
Darling Ingredients
DAR
$9.62B
| $569K | ﹤0.01% |
14,991
-791
| -5% | -$26K |
|
2403
Innovator Equity Defined Protection ETF - 2 Yr to January 2028
AJAN
$42.5M
| $566K | ﹤0.01% |
20,962
+122
| +0.6% | +$3.23K |
|
2404
Dycom Industries
DY
$12.7B
| $565K | ﹤0.01% |
2,311
+395
| +21% | +$77.7K |
|
2405
GameStop
GME
$9.66B
| $565K | ﹤0.01% |
23,154
-624
| -3% | -$16.7K |
|
2406
Ameris Bancorp
ABCB
$5.77B
| $564K | ﹤0.01% |
8,711
-488
| -5% | -$28.9K |
|
2407
Progress Software
PRGS
$1.59B
| $563K | ﹤0.01% |
8,825
-214
| -2% | -$13K |
|
2408
EPR Properties
EPR
$4.85B
| $563K | ﹤0.01% |
9,658
-776
| -7% | -$40.9K |
|
2409
Casella Waste Systems
CWST
$5.68B
| $562K | ﹤0.01% |
4,871
+416
| +9% | +$48.1K |
|
|
MZTI
2410
The Marzetti Company
MZTI
$2.95B
| $561K | ﹤0.01% |
3,247
-121
| -4% | -$20.9K |
|
2411
TransUnion
TRU
$14.9B
| $560K | ﹤0.01% |
6,360
-1,022
| -14% | -$85.2K |
|
2412
UFP Industries
UFPI
$4.98B
| $559K | ﹤0.01% |
5,628
-925
| -14% | -$93.3K |
|
2413
Tidewater
TDW
$3.91B
| $559K | ﹤0.01% |
12,120
+994
| +9% | +$40.3K |
|
2414
Dimensional Global Sustainability Fixed Income ETF
DFSB
$718M
| $559K | ﹤0.01% |
10,654
| – | – |
|
2415
Neuronetics
STIM
$126M
| $558K | ﹤0.01% |
159,982
+4,000
| +3% | +$15.8K |
|
2416
BlackRock Corporate High Yield Fund
HYT
$1.35B
| $558K | ﹤0.01% |
57,196
+3,426
| +6% | +$32.5K |
|
|
ARIS
2417
DELISTED
Aris Water Solutions
ARIS
| $556K | ﹤0.01% |
23,522
+3,237
| +16% | +$79.9K |
|
2418
Tenaris
TS
$28.5B
| $556K | ﹤0.01% |
14,869
-1,624
| -10% | -$55.7K |
|
2419
Fortive
FTV
$19.2B
| $556K | ﹤0.01% |
10,667
-41,535
| -80% | -$2.18M |
|
2420
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.3B
| $556K | ﹤0.01% |
10,809
+3,837
| +55% | +$194K |
|
2421
Zillow
ZG
$7.32B
| $555K | ﹤0.01% |
8,110
+189
| +2% | +$12.5K |
|
2422
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
QDPL
$1.68B
| $555K | ﹤0.01% |
+14,064
| New | +$522K |
|
2423
Addus HomeCare
ADUS
$2.16B
| $554K | ﹤0.01% |
4,806
+135
| +3% | +$14.6K |
|
2424
Gray Television
GTN
$409M
| $553K | ﹤0.01% |
122,177
-82,839
| -40% | -$321K |
|
2425
Lucid Motors
LCID
$2.54B
| $553K | ﹤0.01% |
26,215
+21,482
| +454% | +$514K |
|
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.