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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
PTGX icon
2426
Protagonist Therapeutics
PTGX
$8.72B
$552K ﹤0.01%
9,980
+3,462
+53% +$166K
AHCO icon
2427
AdaptHealth
AHCO
$1.49B
$551K ﹤0.01%
58,461
-63
-0.1% -$556
CLF icon
2428
Cleveland-Cliffs
CLF
$6.99B
$551K ﹤0.01%
72,467
-7,372
-9% -$54.8K
MHD icon
2429
BlackRock MuniHoldings Fund
MHD
$599M
$550K ﹤0.01%
49,135
-2,335
-5% -$26.2K
DWX icon
2430
State Street SPDR S&P International Dividend ETF
DWX
$523M
$550K ﹤0.01%
13,050
+428
+3% +$17.5K
E icon
2431
ENI
E
$73.5B
$548K ﹤0.01%
16,896
-1,168
-6% -$34.6K
FTA icon
2432
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.39B
$548K ﹤0.01%
6,964
– –
SBRA icon
2433
Sabra Healthcare REIT
SBRA
$5.65B
$547K ﹤0.01%
29,687
-2,718
-8% -$48.2K
DOL icon
2434
WisdomTree True Developed International Fund
DOL
$816M
$547K ﹤0.01%
9,189
+158
+2% +$9.08K
BWA icon
2435
BorgWarner
BWA
$13.1B
$546K ﹤0.01%
16,308
+2,039
+14% +$62.5K
RWL icon
2436
Invesco S&P 500 Revenue ETF
RWL
$9.57B
$546K ﹤0.01%
5,233
-355
-6% -$35.1K
SAIA icon
2437
Saia
SAIA
$11.2B
$545K ﹤0.01%
1,989
-1,425
-42% -$406K
NBIS
2438
Nebius Group N.V.
NBIS
$47.7B
$545K ﹤0.01%
9,842
+433
+5% +$14.9K
SNN icon
2439
Smith & Nephew
SNN
$13.1B
$544K ﹤0.01%
17,764
+435
+3% +$12.3K
PBP icon
2440
Invesco S&P 500 BuyWrite ETF
PBP
$352M
$544K ﹤0.01%
24,888
– –
AIRJ
2441
Montana Technologies Corp
AIRJ
$313M
$543K ﹤0.01%
117,226
+87,814
+299% +$404K
APTV icon
2442
Aptiv
APTV
$12.2B
$542K ﹤0.01%
7,945
-5,477
-41% -$339K
LTC
2443
LTC Properties
LTC
$2.15B
$542K ﹤0.01%
15,655
+21
+0.1% +$739
SPDV icon
2444
AAM S&P 500 High Dividend Value ETF
SPDV
$102M
$542K ﹤0.01%
16,700
-1,750
-9% -$54.6K
IBHE
2445
DELISTED
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
$542K ﹤0.01%
23,295
-336,080
-94% -$7.79M
NAC icon
2446
Nuveen California Quality Municipal Income Fund
NAC
$1.83B
$542K ﹤0.01%
48,490
+560
+1% +$6.11K
FSTA icon
2447
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.42B
$541K ﹤0.01%
10,573
-3,272
-24% -$168K
ECBK icon
2448
ECB Bancorp
ECBK
$179M
$540K ﹤0.01%
35,000
– –
URAN
2449
Themes Uranium & Nuclear ETF
URAN
$30M
$537K ﹤0.01%
+14,246
New +$441K
SPRX icon
2450
Spear Alpha ETF
SPRX
$202M
$535K ﹤0.01%
18,080
-5,329
-23% -$129K
96 97
98
99 100

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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.