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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 | |
|---|---|---|---|---|---|---|
2551
Louisiana-Pacific
LPX
$5.18B
| $546K | ﹤0.01% |
6,151
+1,084
| +21% | +$100K |
|
2552
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$5.44B
| $545K | ﹤0.01% |
17,767
+5,498
| +45% | +$152K |
|
2553
UiPath
PATH
$8.64B
| $545K | ﹤0.01% |
40,713
-5,784
| -12% | -$68.4K |
|
2554
AB Disruptors ETF
FWD
$3.25B
| $544K | ﹤0.01% |
5,380
-256
| -5% | -$24K |
|
2555
Barfresh Food Group
BRFH
$29.7M
| $544K | ﹤0.01% |
156,255
| – | – |
|
|
HYBI
2556
NEOS Enhanced Income Credit Select ETF
HYBI
$223M
| $541K | ﹤0.01% |
10,671
-10,194
| -49% | -$516K |
|
2557
Capital Group International Equity ETF
CGIE
$2.47B
| $541K | ﹤0.01% |
16,044
+2,164
| +16% | +$71.4K |
|
2558
PUT
Blackstone
BX
$112B
| $540K | ﹤0.01% |
74,800
+9,900
| +15% | +$1.7M |
|
2559
Immunovant
IMVT
$8.64B
| $539K | ﹤0.01% |
33,408
+16
| +0% | +$259 |
|
2560
USA Compression Partners
USAC
$3.78B
| $537K | ﹤0.01% |
22,368
-13,970
| -38% | -$336K |
|
2561
Choiceone Financial
COFS
$515M
| $536K | ﹤0.01% |
18,518
| – | – |
|
2562
LXP Industrial Trust
LXP
$3.58B
| $536K | ﹤0.01% |
11,965
+451
| +4% | +$19.4K |
|
2563
Chord Energy
CHRD
$7.35B
| $536K | ﹤0.01% |
5,393
+14
| +0.3% | +$1.47K |
|
2564
Macy's
M
$6.27B
| $535K | ﹤0.01% |
29,866
+1,819
| +6% | +$25.8K |
|
2565
Victory Capital Holdings
VCTR
$7.27B
| $535K | ﹤0.01% |
8,255
-1,608
| -16% | -$110K |
|
|
FETH
2566
Fidelity Ethereum Fund
FETH
$1.02B
| $534K | ﹤0.01% |
12,862
+2,137
| +20% | +$83.7K |
|
2567
PUT
Tesla
TSLA
$1.34T
| $534K | ﹤0.01% |
14,000
+10,500
| +300% | +$3.64M |
|
|
BCPC
2568
Balchem Corp
BCPC
$5.65B
| $533K | ﹤0.01% |
3,550
+1,184
| +50% | +$187K |
|
2569
SLM Corp
SLM
$5.22B
| $533K | ﹤0.01% |
19,244
+1,707
| +10% | +$53.3K |
|
2570
Nicolet Bankshares
NIC
$3.73B
| $531K | ﹤0.01% |
3,948
-35
| -0.9% | -$4.64K |
|
2571
Invesco ESG NASDAQ 100 ETF
QQMG
$206M
| $531K | ﹤0.01% |
12,848
+13
| +0.1% | +$510 |
|
2572
Old National Bancorp
ONB
$10.4B
| $531K | ﹤0.01% |
24,178
+4,283
| +22% | +$94.7K |
|
|
SEE
2573
DELISTED
Sealed Air
SEE
| $530K | ﹤0.01% |
14,989
+5,871
| +64% | +$187K |
|
2574
Fidelity MSCI Materials Index ETF
FMAT
$610M
| $530K | ﹤0.01% |
10,107
-2,310
| -19% | -$120K |
|
2575
Smith & Nephew
SNN
$12.6B
| $530K | ﹤0.01% |
14,595
-3,169
| -18% | -$109K |
|
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.