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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
MSFT icon
1
Microsoft
MSFT
$2.83T
$2.48B 3.1%
4,977,014
+20,259
+0.4% +$8.8M
AAPL icon
2
Apple
AAPL
$4.72T
$2.24B 2.81%
10,935,498
-90,767
-0.8% -$18.3M
IVV icon
3
iShares Core S&P 500 ETF
IVV
$875B
$1.59B 2%
2,567,597
+5,442
+0.2% +$3.12M
VOO icon
4
Vanguard S&P 500 ETF
VOO
$967B
$1.45B 1.82%
2,557,272
+170,160
+7% +$89.4M
BRK.A icon
5
Berkshire Hathaway Class A
BRK.A
$1.06T
$1.37B 1.71%
1,878
-25
-1% -$19M
SPY icon
6
State Street SPDR S&P 500 ETF Trust
SPY
$777B
$1.22B 1.53%
1,972,545
+74,343
+4% +$42.5M
BRK.B icon
7
Berkshire Hathaway Class B
BRK.B
$1.06T
$1.2B 1.51%
2,474,546
-20,008
-0.8% -$10.2M
AMZN icon
8
Amazon
AMZN
$2.51T
$1.19B 1.49%
5,416,060
+204,616
+4% +$40.5M
NVDA icon
9
NVIDIA
NVDA
$5.06T
$1.16B 1.45%
7,319,887
+175,369
+2% +$22.1M
XOM icon
10
ExxonMobil
XOM
$650B
$867M 1.09%
8,041,923
-30,718
-0.4% -$3.28M
JPM icon
11
JPMorgan Chase
JPM
$930B
$785M 0.98%
2,706,677
-4,670
-0.2% -$1.19M
SN icon
12
SharkNinja
SN
$20.6B
$698M 0.87%
7,047,550
+2,364
+0% +$204K
GOOGL icon
13
Alphabet (Google) Class A
GOOGL
$3.89T
$697M 0.87%
3,955,210
+41,308
+1% +$6.76M
VUG icon
14
Vanguard Growth ETF
VUG
$217B
$680M 0.85%
9,312,432
+439,752
+5% +$29M
QQQ icon
15
Invesco QQQ Trust
QQQ
$460B
$631M 0.79%
1,144,734
-42,414
-4% -$21.1M
AVGO icon
16
Broadcom
AVGO
$1.87T
$612M 0.77%
2,219,820
-170,053
-7% -$36.9M
JNJ icon
17
Johnson & Johnson
JNJ
$624B
$608M 0.76%
3,977,429
-5,359
-0.1% -$824K
VEA icon
18
Vanguard FTSE Developed Markets ETF
VEA
$226B
$566M 0.71%
9,925,236
-431,006
-4% -$23.1M
VTV icon
19
Vanguard Value ETF
VTV
$188B
$554M 0.69%
3,133,973
+208,979
+7% +$35.3M
META icon
20
Meta Platforms (Facebook)
META
$1.54T
$533M 0.67%
721,510
+104,234
+17% +$64.4M
VTI icon
21
Vanguard Total Stock Market ETF
VTI
$654B
$522M 0.65%
1,717,728
+99,382
+6% +$28M
V icon
22
Visa
V
$669B
$499M 0.63%
1,406,729
-125,257
-8% -$43.7M
IWF icon
23
iShares Russell 1000 Growth ETF
IWF
$123B
$497M 0.62%
4,681,700
+13,112
+0.3% +$1.25M
SCHF icon
24
Schwab International Equity ETF
SCHF
$65.7B
$484M 0.61%
21,922,381
+272,113
+1% +$5.67M
VIG icon
25
Vanguard Dividend Appreciation ETF
VIG
$110B
$465M 0.58%
2,273,719
+75,900
+3% +$14.7M
1
2 3 4 5

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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.