We are live on ! Find out more
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
JHG
2576
DELISTED
Janus Henderson
JHG
$528K ﹤0.01%
11,865
+1,285
+12% +$55.5K
ENX
2577
DELISTED
Eaton Vance New York Municipal Bond Fund
ENX
$528K ﹤0.01%
53,540
-8,643
-14% -$81.3K
UFPI icon
2578
UFP Industries
UFPI
$5.03B
$527K ﹤0.01%
5,640
+12
+0.2% +$1.21K
KNOP icon
2579
KNOT Offshore Partners
KNOP
$366M
$527K ﹤0.01%
59,722
+9
+0% +$69
SPDV icon
2580
AAM S&P 500 High Dividend Value ETF
SPDV
$104M
$526K ﹤0.01%
15,150
-1,550
-9% -$52.4K
ARGT icon
2581
Global X MSCI Argentina ETF
ARGT
$809M
$526K ﹤0.01%
7,540
-20
-0.3% -$1.59K
ESPO icon
2582
VanEck Video Gaming and eSports ETF
ESPO
$253M
$525K ﹤0.01%
+4,333
New +$490K
EOS
2583
Eaton Vance Enhance Equity Income Fund II
EOS
$1.18B
$522K ﹤0.01%
21,816
-186
-0.8% -$4.48K
CDP icon
2584
COPT Defense Properties
CDP
$4.23B
$522K ﹤0.01%
17,954
-1,177
-6% -$33.8K
IIGD icon
2585
Invesco Investment Grade Defensive ETF
IIGD
$26.9M
$521K ﹤0.01%
21,002
– –
ARMK icon
2586
Aramark
ARMK
$16.1B
$521K ﹤0.01%
13,557
+1,592
+13% +$64.4K
DOL icon
2587
WisdomTree True Developed International Fund
DOL
$848M
$520K ﹤0.01%
8,357
-832
-9% -$50.7K
CVE icon
2588
Cenovus Energy
CVE
$56.4B
$520K ﹤0.01%
30,593
-2,295
-7% -$35.8K
FRTY icon
2589
Alger Mid Cap 40 ETF
FRTY
$152M
$519K ﹤0.01%
23,202
+3,891
+20% +$79K
URTH icon
2590
iShares MSCI World ETF
URTH
$8.4B
$519K ﹤0.01%
2,857
– –
CPSJ
2591
Calamos S&P 500 Structured Alt Protection ETF - July
CPSJ
$47.6M
$518K ﹤0.01%
19,484
– –
NFRA icon
2592
FlexShares STOXX Global Broad Infrastructure Index Fund
NFRA
$3.04B
$518K ﹤0.01%
+8,226
New +$511K
MDGL icon
2593
Madrigal Pharmaceuticals
MDGL
$11.7B
$517K ﹤0.01%
1,127
-230
-17% -$85.8K
VVR icon
2594
Invesco Senior Income Trust
VVR
$459M
$517K ﹤0.01%
149,297
+106,994
+253% +$390K
AFB
2595
AllianceBernstein National Municipal Income Fund
AFB
$317M
$516K ﹤0.01%
47,562
-1,035
-2% -$10.8K
MTSI icon
2596
MACOM Technology Solutions
MTSI
$23.5B
$516K ﹤0.01%
4,142
+456
+12% +$60.2K
TCHP icon
2597
T. Rowe Price Blue Chip Growth ETF
TCHP
$2.22B
$516K ﹤0.01%
10,547
-90
-0.8% -$4.24K
GEV icon
2598
PUT
GE Vernova
GEV
$279B
$515K ﹤0.01%
41,400
+2,300
+6% +$1.39M
HYT icon
2599
BlackRock Corporate High Yield Fund
HYT
$1.37B
$515K ﹤0.01%
54,158
-3,038
-5% -$29.3K
LEGR icon
2600
First Trust Indxx Innovative Transaction & Process ETF
LEGR
$134M
$515K ﹤0.01%
9,152
+18
+0.2% +$982
102 103
104
105 106

Similar funds

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

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.