We are live on
!
Find out more
HighTower Advisors Portfolio holdings
AUM
$103B
1-Year Est. Return
28.65%
This Fund
S&P 500
This Quarter
Est. Return
+7.77%
1 Year Est. Return
+28.65%
3 Year Est. Return
+80.56%
5 Year Est. Return
+97.2%
10 Year Est. Return
+384.82%
AUM
$88.1B
AUM Growth
+$8.25B
(+10%)
Cap. Flow
+$3.57B
Cap. Flow
% of AUM
4.06%
Top 10 Holdings %
Top 10 Hldgs %
18.65%
Holding
4,142
New
390
Increased
1,957
Reduced
1,267
Closed
336
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$147M |
| 2 |
PIMCO Multi Sector Bond Active ETF
PYLD
|
+$111M |
| 3 |
Vanguard Total International Stock ETF
VXUS
|
+$102M |
| 4 |
PepsiCo
PEP
|
+$76.6M |
| 5 |
WisdomTree US Quality Growth Fund
QGRW
|
+$72.1M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Truist Financial
TFC
|
+$168M |
| 2 |
General Motors
GM
|
+$93.5M |
| 3 |
SharkNinja
SN
|
+$82M |
| 4 |
Hartford Municipal Opportunities ETF
HMOP
|
+$38.7M |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
+$35.6M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 13.98% |
| 2 | Financials | 9.69% |
| 3 | Consumer Discretionary | 5.72% |
| 4 | Healthcare | 4.97% |
| 5 | Industrials | 4.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
DMCY
2476
DELISTED
Democracy International Fund
DMCY
| $595K | ﹤0.01% |
19,858
-142
| -0.7% | -$4.13K |
|
2477
BGC Group
BGC
$5.2B
| $590K | ﹤0.01% |
62,410
+18,815
| +43% | +$188K |
|
2478
Nokia
NOK
$59B
| $589K | ﹤0.01% |
122,478
-27,034
| -18% | -$122K |
|
2479
Ormat Technologies
ORA
$6.98B
| $589K | ﹤0.01% |
6,120
-60
| -1% | -$5.41K |
|
2480
Innovator Premium Income 20 Barrier ETF April
APRH
$25.2M
| $588K | ﹤0.01% |
23,738
| – | – |
|
2481
State Street SPDR S&P International Dividend ETF
DWX
$529M
| $588K | ﹤0.01% |
13,767
+717
| +5% | +$30.5K |
|
2482
Aclaris Therapeutics
ACRS
$863M
| $588K | ﹤0.01% |
309,317
-12,500
| -4% | -$21.8K |
|
2483
AdaptHealth
AHCO
$760M
| $587K | ﹤0.01% |
65,613
+7,152
| +12% | +$66.2K |
|
2484
Planet Fitness
PLNT
$3.71B
| $587K | ﹤0.01% |
5,655
+1,876
| +50% | +$199K |
|
|
BTO
2485
John Hancock Financial Opportunities Fund
BTO
$819M
| $586K | ﹤0.01% |
16,294
-78
| -0.5% | -$2.82K |
|
2486
Tenaris
TS
$26.6B
| $584K | ﹤0.01% |
16,340
+1,471
| +10% | +$53.4K |
|
|
LTC
2487
LTC Properties
LTC
$2.1B
| $584K | ﹤0.01% |
15,852
+197
| +1% | +$7.03K |
|
2488
Ezcorp Inc
EZPW
$1.76B
| $584K | ﹤0.01% |
30,669
-5,176
| -14% | -$81.1K |
|
2489
Invesco S&P International Developed Quality ETF
IDHQ
$987M
| $584K | ﹤0.01% |
17,352
-1,120
| -6% | -$36.9K |
|
|
BWIN
2490
Baldwin Insurance Group
BWIN
$2.99B
| $583K | ﹤0.01% |
20,666
-15,870
| -43% | -$551K |
|
2491
Plexus
PLXS
$7.04B
| $583K | ﹤0.01% |
4,029
+191
| +5% | +$25.8K |
|
2492
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.44B
| $580K | ﹤0.01% |
6,966
+2
| +0% | +$163 |
|
2493
Alamo Group
ALG
$1.99B
| $580K | ﹤0.01% |
3,038
+37
| +1% | +$7.95K |
|
|
TIGR
2494
UP Fintech Holding
TIGR
$833M
| $578K | ﹤0.01% |
54,212
-6,343
| -10% | -$68K |
|
2495
Enphase Energy
ENPH
$5.39B
| $578K | ﹤0.01% |
16,345
-12,727
| -44% | -$473K |
|
2496
Fortune Brands Innovations
FBIN
$5.78B
| $578K | ﹤0.01% |
10,826
+1,122
| +12% | +$63.3K |
|
2497
Sarepta Therapeutics
SRPT
$1.95B
| $578K | ﹤0.01% |
29,977
-12,347
| -29% | -$220K |
|
|
CNH
2498
CNH Industrial
CNH
$16.7B
| $577K | ﹤0.01% |
53,189
-117,351
| -69% | -$1.43M |
|
2499
Ero Copper
ERO
$3.58B
| $576K | ﹤0.01% |
+28,451
| New | +$433K |
|
2500
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.91B
| $576K | ﹤0.01% |
6,045
+271
| +5% | +$24.8K |
|
Similar funds
HighTower Advisors's Q3 2025 Portfolio in Review
As of Q3 2025, HighTower Advisors held 4,142 positions worth $88.1B, up 10% from $79.8B the previous quarter. Its ten largest holdings account for 19% of the portfolio.
HighTower Advisors deployed $3.57B of net new capital in Q3 2025, opening 390 new positions and adding to 1,957 existing holdings. Its largest new stake was Lineage Inc: 1,133,643 shares worth $43.8M.
By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 14% a quarter earlier, followed by Financials and Consumer Discretionary.
On the sell side, the largest reduction was Truist Financial, an estimated $168M trimmed.
- HighTower Advisors's largest Q3 2025 buy was Lineage Inc: 1,133,643 shares worth $43.8M.
- HighTower Advisors added most to Vanguard Morningstar Total Stock Market ETF in Q3 2025, an estimated $147M increase.
- HighTower Advisors's biggest Q3 2025 reduction was Truist Financial, cutting an estimated $168M.
- HighTower Advisors fully exited Boeing Co 6.00% Series A Preferred Stock in Q3 2025, selling an estimated $29.1M.
- HighTower Advisors's ten largest holdings make up 19% of its $88.1B portfolio in Q3 2025.
- HighTower Advisors opened 390 new positions and closed 336 in Q3 2025.
- HighTower Advisors's portfolio value rose 10% quarter-over-quarter to $88.1B.
Based on HighTower Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.