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Asset Manager ← All Institutions

HighTower Advisors, LLC

200 W. MADISON ST. SUITE 2500, CHICAGO, IL 60606 • 312-962-3843

Q2 2025 · Filed 2025-08-11
Market Value
$79.4B
+8.3%
Holdings
3,584
+37
New Purchases
237
Added To
1,503
Closed
153
Reduced
1,558
Top 10 Concentration
18.6%
Turnover
10.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSFT 3.12% 2.54% +0.58% $2.5B
NVDA 1.46% 1.06% +0.40% $1.2B
AVGO 0.77% 0.55% +0.22% $612M
META 0.67% 0.49% +0.19% $533M
VOO 1.83% 1.67% +0.16% $1.5B
AMZN 1.50% 1.35% +0.14% $1.2B
PLPC 0.17% 0.03% +0.14% $138M
QGRW 0.14% 0.00% +0.14% $107M
ORCL 0.46% 0.35% +0.12% $368M
VUG 0.86% 0.75% +0.11% $680M
VEU 0.32% 0.21% +0.11% $252M
SPY 1.54% 1.45% +0.09% $1.2B
JPM 0.99% 0.91% +0.08% $785M
SN 0.88% 0.80% +0.08% $698M
WTV 0.07% 0.00% +0.07% $58M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 2.83% 3.34% -0.51% $2.2B
BRK-A 1.72% 2.07% -0.35% $1.4B
BRK-B 1.51% 1.81% -0.30% $1.2B
UNH 0.16% 0.41% -0.25% $130M
XOM 1.09% 1.31% -0.22% $867M
JNJ 0.77% 0.90% -0.14% $608M
PG 0.48% 0.59% -0.11% $385M
V 0.63% 0.73% -0.10% $499M
CVX 0.43% 0.53% -0.10% $343M
LLY 0.49% 0.58% -0.09% $389M
ABBV 0.37% 0.45% -0.08% $295M
CLX 0.01% 0.09% -0.08% $7M
MRK 0.38% 0.45% -0.08% $298M
SLB 0.04% 0.12% -0.08% $33M
PEP 0.48% 0.56% -0.08% $383M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 56.1%
Technology 12.0%
Healthcare 6.6%
Consumer Cyclical 5.3%
Industrials 4.9%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 82 $32.3B 40.7%
Large Cap 1,029 $36.0B 45.4%
Mid Cap 1,072 $5.9B 7.4%
Small Cap 945 $4.1B 5.2%
Micro Cap 456 $1.1B 1.4%

Portfolio Analytics

Avg Market Cap
$31.7B
Median Market Cap
$3.7B
Avg P/E
31.2
Median P/E
20.2
Avg Dividend Yield
0.03%
Avg Beta
0.97
# Stocks
2,092
# ETFs / Funds
1,493

Top Holdings (3,584 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MSFT 3.12% 4,977,014 $2.5B $497.41 $615M +20,259 +0.4%
2 AAPL 2.83% 10,935,498 $2.2B $205.17 -$206M -90,767 -0.8%
3 IVV 2.01% 2,567,597 $1.6B $620.90 $155M +5,442 +0.2%
4 VOO 1.83% 2,557,272 $1.5B $568.03 $226M +170,160 +7.1%
5 BRK-A 1.72% 1,878 $1.4B $728,800.00 -$151M -25 -1.3%
6 SPY 1.54% 1,972,545 $1.2B $617.85 $157M +74,343 +3.9%
7 BRK-B 1.51% 2,474,546 $1.2B $485.77 -$126M -20,008 -0.8%
8 AMZN 1.50% 5,416,060 $1.2B $219.39 $197M +204,616 +3.9%
9 NVDA 1.46% 7,319,887 $1.2B $157.99 $382M +175,369 +2.5%
10 XOM 1.09% 8,041,923 $867M $107.80 -$93M -30,718 -0.4%
11 JPM 0.99% 2,706,677 $785M $289.91 $120M -4,670 -0.2%
12 SN 0.88% 7,047,550 $698M $98.99 $110M +2,364 +0.0%
13 GOOGL 0.88% 3,955,210 $697M $176.23 $92M +41,308 +1.1%
14 VUG 0.86% 1,552,072 $680M $438.40 $132M +73,292 +5.0%
15 QQQ 0.80% 1,144,734 $631M $551.64 $75M -42,414 -3.6%
16 AVGO 0.77% 2,219,820 $612M $275.65 $212M -170,053 -7.1%
17 JNJ 0.77% 3,977,429 $608M $152.75 -$53M -5,359 -0.1%
18 VEA 0.71% 9,925,236 $566M $57.01 $39M -431,006 -4.2%
19 VTV 0.70% 3,133,973 $554M $176.74 $49M +208,979 +7.1%
20 META 0.67% 721,510 $533M $738.09 $177M +104,234 +16.9%
21 VTI 0.66% 1,717,728 $522M $303.93 $77M +99,382 +6.1%
22 V 0.63% 1,406,729 $499M $355.05 -$37M -125,257 -8.2%
23 IWF 0.63% 1,170,425 $497M $424.58 $75M +3,278 +0.3%
24 SCHF 0.61% 21,922,381 $484M $22.10 $56M +272,113 +1.3%
25 VIG 0.59% 2,273,719 $465M $204.67 $39M +75,900 +3.5%
26 IJH 0.58% 7,469,865 $463M $62.02 $32M +86,256 +1.2%
27 SIXH 0.58% 11,958,080 $460M $38.44 $1M +279,328 +2.4%
28 GLD 0.57% 1,472,901 $449M $304.83 -$13M -132,023 -8.2%
29 COST 0.52% 414,665 $410M $989.94 $16M -1,927 -0.5%
30 IEFA 0.51% 4,892,413 $408M $83.48 $42M +42,708 +0.9%
31 LLY 0.49% 498,841 $389M $779.53 -$35M -14,604 -2.8%
32 CSCO 0.49% 5,589,665 $388M $69.38 $52M +153,328 +2.8%
33 PG 0.48% 2,414,947 $385M $159.32 -$48M -125,328 -4.9%
34 PEP 0.48% 2,902,342 $383M $132.04 -$26M +173,693 +6.4%
35 GOOG 0.48% 2,145,627 $381M $177.39 $41M -25,389 -1.2%
36 IBM 0.47% 1,278,293 $377M $294.78 $41M -73,640 -5.5%
37 ORCL 0.46% 1,683,554 $368M $218.63 $114M -136,896 -7.5%
38 MCD 0.46% 1,240,040 $362M $292.17 -$24M +2,203 +0.2%
39 SCHX 0.44% 14,286,701 $349M $24.44 $40M +276,589 +2.0%
40 CVX 0.43% 2,398,855 $343M $143.19 -$44M +85,024 +3.7%
41 HD 0.43% 923,394 $339M $366.64 -$22M -61,084 -6.2%
42 RTX 0.41% 2,245,052 $328M $146.02 $27M -23,614 -1.0%
43 SIXA 0.41% 6,651,382 $323M $48.50 $21M +167,261 +2.6%
44 IJR 0.39% 2,849,282 $311M $109.29 -$3M -157,051 -5.2%
45 MA 0.39% 546,050 $307M $561.94 $4M -5,703 -1.0%
46 SCHE 0.38% 10,141,479 $306M $30.14 $34M +286,430 +2.9%
47 BAC 0.38% 6,365,913 $301M $47.32 $56M +484,316 +8.2%
48 MRK 0.38% 3,766,789 $298M $79.16 -$34M +67,829 +1.8%
49 SCHM 0.37% 10,583,782 $297M $28.05 $34M +542,228 +5.4%
50 ABBV 0.37% 1,590,713 $295M $185.62 -$36M +10,356 +0.7%
51 DIS 0.37% 2,374,960 $295M $124.01 $51M -94,923 -3.8%
52 TSLA 0.36% 900,842 $286M $317.66 $52M -1,928 -0.2%
53 SPLG 0.35% 3,839,896 $279M $72.69 $20M -93,174 -2.4%
54 BND 0.35% 3,762,705 $277M $73.63 $3M +25,703 +0.7%
55 DGRO 0.35% 4,288,233 $274M $63.94 $71M +1,004,816 +30.6%
56 VZ 0.35% 6,332,926 $274M $43.27 -$7M +145,883 +2.4%
57 WMT 0.34% 2,800,348 $274M $97.78 $28M +4,975 +0.2%
58 UMI 0.34% 5,225,761 $267M $51.02 $18M +453,603 +9.5%
59 CAT 0.33% 666,319 $259M $388.21 $46M +20,125 +3.1%
60 WFC 0.32% 3,201,797 $257M $80.12 $39M +174,205 +5.8%
61 BX 0.32% 1,704,170 $255M $149.58 $36M +137,877 +8.8%
62 ABT 0.32% 1,873,950 $255M $136.01 -$14K -47,574 -2.5%
63 VEU 0.32% 3,745,687 $252M $67.22 $96M +1,185,559 +46.3%
64 RSP 0.31% 1,371,794 $249M $181.74 -$12M -136,890 -9.1%
65 QUAL 0.31% 1,342,652 $245M $182.82 $12K -93,660 -6.5%
66 VGT 0.31% 368,188 $244M $663.28 $54M +17,250 +4.9%
67 VO 0.31% 870,194 $244M $279.83 $16M -8,437 -1.0%
68 VWO 0.30% 4,865,124 $241M $49.46 $13M -174,847 -3.5%
69 DGRW 0.30% 2,849,118 $239M $83.74 $7M -49,228 -1.7%
70 SCHG 0.29% 7,897,044 $231M $29.21 $40M +282,760 +3.7%
71 SPYG 0.28% 2,315,195 $221M $95.32 $43M +108,003 +4.9%
72 JAAA 0.27% 4,284,748 $217M $50.75 $755K +11,505 +0.3%
73 DFAC 0.27% 6,043,740 $217M $35.84 $21M +129,585 +2.2%
74 NFLX 0.27% 161,195 $216M $1,339.13 $66M +473 +0.3%
75 IAU 0.27% 3,433,629 $214M $62.36 $5M -112,405 -3.2%
76 QCOM 0.27% 1,343,949 $214M $159.26 $14M +40,977 +3.1%
77 GS 0.27% 302,206 $214M $707.75 $51M +4,008 +1.3%
78 TFC 0.27% 4,940,958 $212M $42.99 $23M +335,490 +7.3%
79 AGG 0.27% 2,131,014 $211M $99.20 $12M +116,964 +5.8%
80 AMGN 0.26% 752,480 $210M $279.21 -$17M +24,505 +3.4%
81 IVW 0.26% 1,875,636 $207M $110.10 $41M +96,656 +5.4%
82 VB 0.26% 859,492 $204M $236.98 $651K -56,096 -6.1%
83 MS 0.26% 1,464,109 $203M $138.58 $43M +70,568 +5.1%
84 AEP 0.25% 1,910,288 $198M $103.76 -$10M +3,453 +0.2%
85 DFUV 0.24% 4,588,718 $194M $42.28 -$3M -184,739 -3.9%
86 IWD 0.24% 994,176 $193M $194.23 $9M +17,058 +1.8%
87 PM 0.24% 1,059,108 $193M $182.13 $25M -1,091 -0.1%
88 LMT 0.24% 413,137 $191M $463.14 $13M +13,355 +3.3%
89 SIXL 0.24% 5,110,378 $187M $36.53 -$2M +87,820 +1.8%
90 SCHB 0.23% 7,738,339 $184M $23.83 $14M -196,259 -2.5%
91 GILD 0.23% 1,662,423 $184M $110.87 -$6M -39,987 -2.4%
92 IEMG 0.23% 3,065,687 $184M $60.03 $12M -126,668 -4.0%
93 KO 0.23% 2,594,520 $184M $70.75 -$6M -46,775 -1.8%
94 VONG 0.23% 1,680,954 $184M $109.20 $36M +91,430 +5.8%
95 JEPI 0.23% 3,184,738 $181M $56.85 -$32M -543,600 -14.6%
96 MUB 0.23% 1,729,999 $181M $104.48 $13M +138,391 +8.7%
97 VYM 0.22% 1,314,693 $175M $133.31 $8M +21,445 +1.7%
98 AVDE 0.22% 2,366,031 $175M $74.01 $7M -163,366 -6.5%
99 SPMD 0.22% 3,206,368 $174M $54.38 $23M +242,156 +8.2%
100 ETN 0.22% 487,883 $174M $356.99 $51M +34,379 +7.6%

Options Breakdown

197 Calls $8M Call Value 96 Puts $7M Put Value 0.84 P/C Ratio

Top Calls

SymbolSharesValueStatus
CCJ 52,000 $2M NEW
QYLD 9,561,300 $2M
MSTR 200,000 $629K
MP 97,000 $293K
HIMS 95,600 $288K NEW
META 95,000 $288K
AVGO 50,100 $281K
NFLX 95,000 $246K
TEM 10,300 $184K NEW
CRWV 95,900 $179K NEW

Top Puts

SymbolSharesValueStatus
BABA 92,100 $1M
NVDA 102,600 $818K
AAPL 233,100 $815K
JD 350,600 $782K
QQQ 46,600 $609K
TSM 96,300 $476K
GEV 39,100 $327K
MSFT 97,200 $315K
SPY 155,400 $270K
RDDT 89,900 $218K NEW

New Positions

SymbolValue% Port
QGRW $107M 0.14%
WTV $58M 0.07%
FYLD $30M 0.04%
EYLD $25M 0.03%
SPGM $24M 0.03%
B $23M 0.03%
WCBR $19M 0.02%
EUSA $16M 0.02%
SFLR $14M 0.02%
ISPY $10M 0.01%
TOPT $9M 0.01%
CRWV $7M 0.01%
IVAL $6M 0.01%
PTNQ $5M 0.01%
EWY $5M 0.01%

Sold Out Positions

SymbolValue% Port
WT —%
YETI —%
BMA —%
TPVG —%
WWW —%
AXTA —%
ICL —%
PD —%
CPRI —%
EGO —%
DAVA —%
PFSI —%
DEI —%
MMT —%
STEM —%
View SEC EDGAR Filings for HighTower Advisors, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms