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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 | |
|---|---|---|---|---|---|---|
|
RAL
2601
Ralliant Corp
RAL
$7.9B
| $514K | ﹤0.01% |
+11,763
| New | +$523K |
|
2602
POSCO
PKX
$17.1B
| $514K | ﹤0.01% |
10,450
+48
| +0.5% | +$2.59K |
|
2603
Zeta Global
ZETA
$7.45B
| $514K | ﹤0.01% |
25,873
+3,511
| +16% | +$63.1K |
|
2604
TTM Technologies
TTMI
$14.7B
| $514K | ﹤0.01% |
8,916
+1,009
| +13% | +$46.9K |
|
2605
Sphere Entertainment
SPHR
$6.32B
| $513K | ﹤0.01% |
8,255
+1,068
| +15% | +$50.4K |
|
2606
Maximus
MMS
$2.94B
| $512K | ﹤0.01% |
5,608
+465
| +9% | +$37.7K |
|
2607
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
$432M
| $512K | ﹤0.01% |
31,923
-91
| -0.3% | -$1.46K |
|
2608
Granite Ridge Resources
GRNT
$665M
| $511K | ﹤0.01% |
94,410
-65
| -0.1% | -$354 |
|
2609
Acushnet Holdings
GOLF
$5.26B
| $511K | ﹤0.01% |
6,505
+334
| +5% | +$25.9K |
|
2610
Qfin Holdings
QFIN
$1.52B
| $510K | ﹤0.01% |
17,717
+1,219
| +7% | +$41.4K |
|
2611
Bahl & Gaynor Income Growth ETF
BGIG
$2.27B
| $509K | ﹤0.01% |
15,789
+2,162
| +16% | +$67.4K |
|
2612
Ambarella
AMBA
$3.59B
| $507K | ﹤0.01% |
+6,142
| New | +$446K |
|
2613
Franklin Electric
FELE
$4.68B
| $507K | ﹤0.01% |
5,323
+784
| +17% | +$74.2K |
|
2614
ALPS O'Shares U.S. Quality Dividend ETF
OUSA
$759M
| $507K | ﹤0.01% |
8,959
-61
| -0.7% | -$3.37K |
|
2615
Quince Therapeutics
QNCX
$33.7M
| $503K | ﹤0.01% |
1,543
| – | – |
|
2616
State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
$262M
| $502K | ﹤0.01% |
3,871
+25
| +0.7% | +$3.23K |
|
|
CYPH
2617
Cypherpunk Technologies Inc
CYPH
$69.4M
| $502K | ﹤0.01% |
1,104,852
+8,000
| +0.7% | +$2.52K |
|
2618
Toro Company
TTC
$9.2B
| $501K | ﹤0.01% |
6,580
+663
| +11% | +$50.8K |
|
|
SGMO
2619
DELISTED
SANGAMO THERAPEUTICS INC
SGMO
| $501K | ﹤0.01% |
744,106
-662
| -0.1% | -$357 |
|
|
NMAD
2620
Nomad Power Solutions
NMAD
$74.2M
| $500K | ﹤0.01% |
99,432
| – | – |
|
2621
Gen Digital
GEN
$17.7B
| $500K | ﹤0.01% |
17,597
-5,438
| -24% | -$163K |
|
2622
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
SDCI
$596M
| $499K | ﹤0.01% |
21,710
+6,014
| +38% | +$134K |
|
2623
KB Home
KBH
$3.45B
| $499K | ﹤0.01% |
7,835
+2,221
| +40% | +$134K |
|
2624
Gabelli Equity Trust
GAB
$1.81B
| $498K | ﹤0.01% |
81,693
+10,597
| +15% | +$63.6K |
|
2625
Freedom Day Dividend ETF
MBOX
$155M
| $497K | ﹤0.01% |
14,124
+64
| +0.5% | +$2.2K |
|
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.