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HighTower Advisors

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
Cap. Flow
+$3.57B
Cap. Flow %
4.06%
Top 10 Hldgs %
18.65%
Holding
4,142
New
390
Increased
1,957
Reduced
1,267
Closed
336

Top Buys

Rank Stock Value
1
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$147M
2
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$111M
3
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$102M
4
PEP icon
PepsiCo
PEP
+$76.6M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$72.1M

Top Sells

Rank Stock Value
1
TFC icon
Truist Financial
TFC
+$168M
2
GM icon
General Motors
GM
+$93.5M
3
SN icon
SharkNinja
SN
+$82M
4
HMOP icon
Hartford Municipal Opportunities ETF
HMOP
+$38.7M
5
BRK.A icon
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
TMB
2526
Thornburg Multi Sector Bond ETF
TMB
$238M
$558K ﹤0.01%
+21,767
New +$556K
ESAB icon
2527
ESAB
ESAB
$5.29B
$557K ﹤0.01%
4,984
+55
+1% +$6.54K
FRI icon
2528
First Trust S&P REIT Index Fund
FRI
$204M
$557K ﹤0.01%
19,808
+45
+0.2% +$1.24K
NAKA
2529
Nakamoto Inc
NAKA
$87.9M
$556K ﹤0.01%
+13,001
New +$4.12M
FQAL icon
2530
Fidelity Quality Factor ETF
FQAL
$1.47B
$556K ﹤0.01%
7,445
+543
+8% +$39.1K
JIRE icon
2531
JPMorgan International Research Enhanced Equity ETF
JIRE
$11.4B
$556K ﹤0.01%
7,560
+2,963
+64% +$213K
TGEN
2532
Tecogen Inc
TGEN
$125M
$556K ﹤0.01%
63,067
-500
-0.8% -$4.01K
ECBK icon
2533
ECB Bancorp
ECBK
$182M
$555K ﹤0.01%
35,000
– –
CHGX icon
2534
AXS Change Finance ESG ETF
CHGX
$182M
$555K ﹤0.01%
20,341
+1,077
+6% +$28.6K
BSCU icon
2535
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.69B
$553K ﹤0.01%
32,705
-1,718
-5% -$28.9K
FIZZ icon
2536
National Beverage
FIZZ
$2.93B
$552K ﹤0.01%
14,962
-14,508
-49% -$628K
GXO icon
2537
GXO Logistics
GXO
$5.56B
$552K ﹤0.01%
10,434
+1,225
+13% +$63K
PBP icon
2538
Invesco S&P 500 BuyWrite ETF
PBP
$363M
$551K ﹤0.01%
24,888
– –
ETW
2539
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW
$1.07B
$551K ﹤0.01%
60,830
+952
+2% +$8.43K
AQN icon
2540
Algonquin Power & Utilities
AQN
$4.48B
$550K ﹤0.01%
102,505
-19,455
-16% -$112K
LKFN icon
2541
Lakeland Financial Corp
LKFN
$1.56B
$550K ﹤0.01%
8,574
-19
-0.2% -$1.23K
ANGL icon
2542
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.12B
$550K ﹤0.01%
18,501
-8,585
-32% -$251K
ROM icon
2543
ProShares Ultra Technology
ROM
$1.33B
$550K ﹤0.01%
5,933
+2,977
+101% +$246K
XSVM icon
2544
Invesco S&P SmallCap Value with Momentum ETF
XSVM
$675M
$550K ﹤0.01%
9,736
-3,028
-24% -$167K
SBRA icon
2545
Sabra Healthcare REIT
SBRA
$5.15B
$548K ﹤0.01%
29,398
-289
-1% -$5.4K
FCPT icon
2546
Four Corners Property Trust
FCPT
$2.76B
$548K ﹤0.01%
22,446
+283
+1% +$7.31K
FAF icon
2547
First American
FAF
$7.56B
$548K ﹤0.01%
8,524
+219
+3% +$13.8K
GRAB icon
2548
Grab
GRAB
$15.1B
$547K ﹤0.01%
90,933
+16,241
+22% +$86.2K
CHEF icon
2549
Chefs' Warehouse
CHEF
$4.57B
$547K ﹤0.01%
9,375
+2,636
+39% +$168K
AROW icon
2550
Arrow Financial
AROW
$723M
$547K ﹤0.01%
19,319
– –
100 101
102
103 104

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California State Teachers Retirement System (CalSTRS)
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DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
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Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
BNP Paribas Asset Management
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Squarepoint
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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.