HighTower Advisors, LLC

Q2 2025 13F-HR Holdings

Location
Chicago, IL
Holdings as of
6/30/2025
Date filed
8/11/2025
Form type
13F-HR
Num holdings
3,752
Total value ($000)
$79,830,100
Net value change ($000)
+6,139,233 (8.3%)
New positions
264
Sold out positions
171
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/13/2025 Next filing: 11/7/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MSFT 614,901 33.0%
NVDA 382,146 49.4%
VOO 225,846 18.4%
AVGO 211,757 52.9%
AMZN 196,700 19.8%
META 176,766 49.7%
SPY 156,902 14.8%
IVV 154,546 10.7%
VUG 132,068 24.1%
JPM 119,600 18.0%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -205,628 -8.4%
UNH -170,138 -56.6%
BRK-B -150,748 -9.9%
BRK-B -126,490 -9.5%
XOM -93,160 -9.7%
CLX -56,339 -89.6%
SLB -53,417 -61.5%
JNJ -52,954 -8.0%
PG -48,165 -11.1%
CVX -43,589 -11.3%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 15,445 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type