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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
CACC icon
2626
Credit Acceptance
CACC
$6.06B
$497K ﹤0.01%
1,065
+246
+30% +$123K
PUK icon
2627
Prudential
PUK
$34.5B
$496K ﹤0.01%
17,735
-29,255
-62% -$766K
EQWL icon
2628
Invesco S&P 100 Equal Weight ETF
EQWL
$2.81B
$496K ﹤0.01%
+4,325
New +$485K
IBP icon
2629
Installed Building Products
IBP
$6.55B
$496K ﹤0.01%
2,009
+439
+28% +$104K
TDC icon
2630
Teradata
TDC
$2.57B
$495K ﹤0.01%
23,000
+7,168
+45% +$154K
RNP icon
2631
Cohen & Steers REIT and Preferred and Income Fund
RNP
$983M
$493K ﹤0.01%
21,914
-3,502
-14% -$78.3K
NWN icon
2632
Northwest Natural Holdings
NWN
$2.14B
$493K ﹤0.01%
10,964
+4,435
+68% +$184K
NBXG
2633
Neuberger Next Generation Connectivity Fund Inc
NBXG
$1.24B
$492K ﹤0.01%
32,005
-3,435
-10% -$50.9K
PEB.PRE icon
2634
Pebblebrook Hotel Trust 6.375% Series E Preferred Shares
PEB.PRE
$88.1M
$492K ﹤0.01%
24,350
+2,155
+10% +$41.8K
PWB icon
2635
Invesco Large Cap Growth ETF
PWB
$2.45B
$492K ﹤0.01%
3,921
-1
-0% -$120
ACT icon
2636
Enact Holdings
ACT
$6.85B
$491K ﹤0.01%
+12,799
New +$475K
ILCV icon
2637
iShares Morningstar Value ETF
ILCV
$1.36B
$491K ﹤0.01%
5,450
-175
-3% -$15.1K
VRNS icon
2638
Varonis Systems
VRNS
$5.26B
$489K ﹤0.01%
8,503
+368
+5% +$20.4K
IVZ icon
2639
Invesco
IVZ
$14.3B
$488K ﹤0.01%
21,292
+8,280
+64% +$172K
EIPI
2640
FT Energy Income Partners Enhanced Income ETF
EIPI
$1.1B
$488K ﹤0.01%
24,643
-291
-1% -$5.74K
IMVP
2641
Invesco India ETF
IMVP
$108M
$488K ﹤0.01%
19,479
+382
+2% +$9.89K
INVA icon
2642
Innoviva
INVA
$1.5B
$488K ﹤0.01%
26,756
-10,667
-29% -$208K
AMX icon
2643
America Movil
AMX
$69.8B
$488K ﹤0.01%
23,250
-378
-2% -$7.2K
PRDO icon
2644
Perdoceo Education
PRDO
$1.99B
$487K ﹤0.01%
12,935
+3,988
+45% +$128K
PSCE icon
2645
Invesco S&P SmallCap Energy ETF
PSCE
$104M
$487K ﹤0.01%
11,424
+3
+0% +$122
KYNB
2646
Kyntra Bio
KYNB
$28.9M
$487K ﹤0.01%
39,746
– –
SBR
2647
Sabine Royalty Trust
SBR
$1.07B
$485K ﹤0.01%
6,110
-534
-8% -$38.1K
HNDL icon
2648
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$638M
$485K ﹤0.01%
21,787
+24
+0.1% +$524
BNS icon
2649
Scotiabank
BNS
$111B
$485K ﹤0.01%
7,496
-569
-7% -$33.5K
HAS icon
2650
Hasbro
HAS
$13.6B
$484K ﹤0.01%
6,382
-226
-3% -$17.5K
104 105
106
107 108

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DZ Bank
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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.